What if the messy, time-sucking parts of your practice — chasing clients, clunky onboarding, endless admin — could finally run smoothly?

That’s what I dive into this week’s podcast with Beth Kocol, a systems + automation strategist who’s brilliant at turning chaos into calm.

Yes, Beth uses Dubsado to make it all click — but here’s the thing: this isn’t about adding more tech. It’s about building smarter workflows that give you hours back, a smoother client experience, and more freedom in your practice, whatever tools you use.

Here are the five areas we tackled (and how to fix them):

🔍 Leads that show interest but never convert

📑 Proposals and contracts that take forever to prepare

🙄 Onboarding that drags on and leaves clients frustrated

📌 Monthly tasks that slip through the cracks (and cost you hours)

💬 Testimonials you never get around to asking for

Tune in now and start winning back your time, streamlining your client experience, and creating a practice that runs smoother every week. ▶️

🚨 The Bookkeeping Practice Blueprint Summit is almost here — 27–29 August — and this is your chance to claim a free ticket before it’s gone. ⏰

In just three days, you’ll get insider strategies from 20+ industry experts to help you attract better clients, increase your profits, and finally create more time freedom in your practice.

👉 Save your spot today: https://www.thebookkeepingpracticeblueprint.com/

📌 Episode links & resources:

• The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing 

• ✨ Beth’s bonus resources: Beth has put together a special doc + discount code just for listeners. To grab it, simply reach out to her directly at https://studio320vs.com/ — or drop us an email at [email protected] and we’ll be sure to connect you

#BookkeepingAutomation #BookkeepingWorkflows #ClientOnboarding #ProposalAutomation #BookkeepingAdmin #BookkeeperEfficiency #TimeManagementForBookkeepers #BookkeepingPracticeTips #PracticeGrowth #BookkeepingStrategies #SmarterNotHarder #BookkeepingBlueprint #InvestInYourPractice #BookkeeperLife #BookkeepingJourney #SuccessfulBookkeeping #TheStrategicBookkeeper #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #JeannieSavage

💡 What’s the first thing you do before hiring someone? You check them out online.

Well… your potential clients are doing the same — but now they’re not just Googling you, they’re asking AI.

The reality is: AI now influences how credible, trustworthy, and approachable you appear to potential clients

On this week’s The Strategic Bookkeeper Podcast, I chat with Glen Senior, CEO of Bizink, to give you the playbook for:

✨ Using the rise of AI search to get in front of more right-fit clients

✨ Positioning your online presence so AI treats you as a trusted, go-to source

✨ Making one high-impact website change that increases enquiries and new opportunities

This isn’t theory — it’s the new reality. And if you wait to adapt, you’ll be playing catch-up. Tune in NOW.

🚨 We’re just a few weeks away from the Bookkeeping Practice Blueprint Summit (27–29 August)!

This isn’t just another event — it’s three days with 20+ industry experts giving you the exact strategies to win better clients, increase profits, and take back your time.

👉 Grab your FREE  ticket here: https://www.thebookkeepingpracticeblueprint.com/ 

📌 Episode links:

• The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing 

• Learn more about Glen & Bizink: https://www.bizinkonline.com/ 

#AIforBusiness #AIinBookkeeping #OnlineVisibility #DigitalTrust #FutureOfBookkeeping   

#PracticeGrowth #BookkeepingStrategies #BookkeepingBlueprint #InvestInYourPractice #SmarterNotHarder  

#TheStrategicBookkeeper #TSBTransformationProgram #TSBProgram #BookkeeperInPractice #BookkeepingJourney #StrategicBookkeeping #SuccessfulBookkeeping #JeannieSavage

Ever feel like your clients are ghosting you… on purpose? 👻

You send the request.

Wait… Follow up… Wait again…

Eventually, they reply with 3 out of the 7 things you asked for 😵‍💫

Sound familiar?

Here’s the thing: it’s not that your clients are difficult — they’re overwhelmed, confused, or just can’t find what you asked for.

👉 And that’s your opportunity.

In this week’s episode of The Strategic Bookkeeper Podcast, I chat with James Rose, workflow automation guru and co-founder of Content Snare, about how to make your client communication so simple and seamless, even your most chaotic clients will get it done.

🎧 You’ll learn:

➡️ The secret to getting clients to respond faster (with the right info)

➡️ How to turn comms into a retention + referral machine

➡️ Simple tweaks to reduce stress and improve satisfaction on both sides

💡 This is about smart communication — not more emails.

🎟️The Bookkeeping Practice Blueprint Summit is coming soon!

You can grab your free ticket now and join 20+ experts sharing real strategies to help you build the practice (and life) you want.

👉 Grab your ticket here: https://www.thebookkeepingpracticeblueprint.com/ 

📌 Episode links:

• The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing 

• Learn more about James & Content Snare: https://contentsnare.com/ 

#ClientCommunication #ClientOnboarding #ClientRetention #ClientChasing #SimplifyClientComms  

#PracticeGrowth #BookkeepingStrategies #BookkeepingBlueprint #InvestInYourPractice #SmarterNotHarder  

#TheStrategicBookkeeper #TSBTransformationProgram #TSBProgram #BookkeeperInPractice #BookkeepingJourney #StrategicBookkeeping #SuccessfulBookkeeping #JeannieSavage

For many bookkeepers, onboarding new clients feels messy, manual, and downright exhausting — especially when payroll is involved. But what if that chaos is quietly costing you more than just time?

🎙️ In this week’s episode of The Strategic Bookkeeper Podcast, I chat with Riley James, founder of xOnBoard, to unpack why messy onboarding is quietly draining your profit — and what to do about it.

From clunky comms to compliance risks, we break down the hidden issues that derail even the best-run practices — and how bookkeepers are turning it around using smarter systems, without hiring more staff or working longer hours.

Tune in to Episode 126 now and start streamlining your practice ▶️

📌 Episode links:

• The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing 

• Learn more about Xonboard: https://www.xonboard.com.au/ 

#BookkeepingTips #PayrollProcesses #ClientOnboarding #PayrollOnboarding #OnboardingSolutions #XOnBoard #PracticeGrowth #TheStrategicBookkeeper #BookkeeperInPractice #BookkeepingJourney #BookkeepingPracticeSuccess #BookkeepingBlueprint #BookkeepingStrategies #InvestInYourPractice #SuccessfulBookkeeping #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #JeannieSavage

💥 One year ago, Lynda Hall was just one month into her solo practice — overwhelmed, undercharging, and unsure how to build the business.

12 months later?

She’s running a multi six-figure practice with real profit, a small mighty team, and a clear plan to keep growing.

Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she sits down with Lynda to unpack the real story of her first year in practice — the moments she cried, the mistakes she owned, the growth she leaned into… and how she turned it all into a multi six-figure, profitable practice with real impact.

This isn’t about overnight success.

It’s about taking the leap, showing up, and doing the work — even when it’s messy.

🎧 Tune in and be reminded: you’re not behind. You’re just getting started.

📌 Episode links:

• The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing 

#TheStrategicBookkeeper #BookkeeperInPractice #FromStuckToSoaring #BookkeepingJourney #BookkeepingPracticeSuccess #WomenInBusiness #BusinessGrowth #BookkeepingBlueprint #BookkeepingStrategies #InvestInYourPractice #SuccessfulBookkeeping #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #BookkeepingTips #JeannieSavage

Most bookkeepers are being told to jump on the AI bandwagon — fast.

But here’s the thing: AI isn’t a shortcut if you don’t know where you’re going. ⚠️

Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she gets real about what AI can actually do for your practice — and where most bookkeepers go wrong.

🎧 You’ll hear:

🧠 Why human intelligence still matters more than ever

🛠 How to streamline with AI (and still sound like you)

📈 Real examples of bookkeepers using AI to scale their impact

It’s not about chasing the next shiny tool. It’s about combining tech with your human smarts to attract better clients, work less, and earn more.

Tune in now and cut through the AI noise.

📌 Episode link/s:

• The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing 

• The Strategic Bookkeeper eBook (available FREE for a limited time only): https://www.thestrategicbookkeeper.global/book 

• The Bookkeeping Practice Blueprint eBook & paperback: https://www.barnesandnoble.com/w/the-bookkeeping-practice-blueprint-jeannie-savage/1147078516 

#AIforBookkeepers #WorkSmarterWithAI #SmarterNotHarder #HumanIntelligenceMatters #bookkeepertools #bookkeepingblueprint #tsbtransformationprogram #TSBprogram  #bookkeepingprogram

#strategicbookkeeping #bookkeepersuccess #bookkeepinggrowth #bookkeepingfoundations #bookkeepingguide #jeanniesavage

📉 Drowning in tasks but still not moving forward?

Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she breaks down the 5 Essentials to Run Your Bookkeeping Practice Like a Well-Oiled Machine — so you can stop doing all the things and start working smarter.

She’s sharing the exact moves that helped her go from stretched thin… to six-figure freedom with a lean, efficient team.

🎧 In this episode, you’ll discover:

🔧 The 5 areas to tighten for more time and profit

📅 How to structure your week to stay focused

🧠 The mindset shift that stops chaos in its tracks

💬 Why leadership (not micromanagement) is key

If you’re ready to stop spinning your wheels, this episode is for you. Tune in now.

📌 Episode link/s:

• The Strategic Bookkeeper eBook (available FREE for a limited time only): https://www.thestrategicbookkeeper.global/book 

• The Bookkeeping Practice Blueprint eBook & paperback: https://www.barnesandnoble.com/w/the-bookkeeping-practice-blueprint-jeannie-savage/1147078516 

• The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing 

#TimeFreedom #StopDoingItAll #LeadNotMicromanage #bookkeepingclarity #bookkeepingblueprint #bookkeepingjourney #investinginyourpractice #bookkeepingstrategies

#buildingyourbookkeepingpractice #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #successfulbookkeeping #bookkeepingbusiness #bookkeepingpractice

#strategicbookkeeping #bookkeepersuccess #bookkeepinggrowth #bookkeepingfoundations #bookkeepingguide #jeanniesavage

Kylie Gorzalka is a bookkeeper just like you — running a boutique practice, juggling all the hats… and looking for a better way to manage the chaos.

So she built her own solution.

As a BAS agent, TSB tribe member, and founder of Officiently, Kylie now helps bookkeepers streamline the messy back end of their practice — without breaking the bank or the soul of their brand.

And in this week’s episode of The Strategic Bookkeeper Podcast, she’s sharing how you can simplify your practice too — regardless of what software you’re using.

Join Jeannie as she sits down with Kylie to unpack:

✔️ The onboarding comms that reduce drop-offs

✔️ Why proposals fail (and how to fix them)

✔️ The BIGGEST mistakes with pricing and packaging

✔️ How to stop playing “tennis” with your clients

✔️ And how to nurture leads without wasting hours

📌 Episode links:

• The Bookkeeping Practice Blueprint: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing 

• Learn more about Officiently: https://officiently.com.au/

#BookkeepingAutomation #ClientOnboarding #PricingForProfit #AutomationForBookkeepers #BookkeepingBlueprint #BookkeepingJourney #InvestingInYourPractice #BookkeepingStrategies

#buildingyourbookkeepingpractice #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingbusiness #bookkeepingpracticesuccess #successfulbookkeeping #strategicbookkeeping #StrategicBookkeeper #BookkeepingTips #jeanniesavage

🚨 Only 8% of people are using AI effectively – are you one of them?

Most bookkeepers and accountants are either dabbling, overwhelmed… or stuck in fear when it comes to AI. But this week on The Strategic Bookkeeper Podcast, Jeannie shares something that will change that.🔥

Join Jeannie as she sits down with Arthur Zards – founder of TEDxNaperville, Lab Z, and longtime tech entrepreneur – to help you vibe with AI, instead of fighting it.

Arthur makes AI practical and accessible – especially for service-based businesses like yours. When Jeannie first heard him speak at an AI Summit, it radically shifted her mindset. Since then, ChatGPT has become part of how she runs both her business and her life.

And now, it’s your turn. 💥

👇 In this episode:

✅ Arthur’s 3-step method to vibe with AI and get better results

✅ How to use ChatGPT to think like your ideal client

✅ Real-world AI applications for financials, marketing, and advisory

✅ Why daily use builds confidence, clarity, and results

✨ PLUS – The full episode transcript is attached below, and inside the episode, Jeannie shares a simple challenge to help you take action right away.

📌 Episode links:

• Episode transcript: https://docs.google.com/document/d/1xa4Biyd73_TFzbIIh24CDoc-ha7cxtbEkyjACJpWllM/edit?usp=sharing 

• The Bookkeeping Practice Blueprint: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing 

• Learn more from Arthur and his AI challenge: https://labz.io/  |  https://www.linkedin.com/in/arthurzards/ 

#AIforBookkeepers s #ChatGPTforBookkeepers #AIforAccountants #VibeWithAI #ChatGPT #bookkeepingblueprint #bookkeepingjourney #investinginyourpractice #bookkeepingstrategies

#buildingyourbookkeepingpractice #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingbusiness #bookkeepingpracticesuccess #successfulbookkeeping #strategicbookkeeping #bookkeepersuccess #bookkeepinggrowth #jeanniesavage

🚧 What if the biggest thing holding your practice back… wasn’t even visible?

Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she unpacks 5 hidden roadblocks that keep hardworking bookkeepers overwhelmed, underpaid, and stuck.

These are the exact saboteurs she has helped bookkeepers around the world break free from — and once you spot them, you can fix them fast. ✅

🎧 Listen in to uncover:

🚧 The mindset trap stealing your progress📉 Why pricing without a plan = burnout🤐 Tiny cracks that break client trust📊 What it means when your biz runs you😬 And the cost of being the “people-pleasing manager”

No more spinning your wheels. Let’s fix what’s not working — fast. Hit PLAY now.

📌 Episode link/s:

• The Bookkeeping Practice Blueprint eBook & paperback: https://www.barnesandnoble.com/w/the-bookkeeping-practice-blueprint-jeannie-savage/1147078516 

• The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing 

#profitleaking #overworkedbookkeeper #fixyourpractice #busynotthriving #bookkeeperburnout #bookkeepingreset #bookkeepingclarity #bookkeepingblueprint #bookkeepingjourney #investinginyourpractice #bookkeepingstrategies

#buildingyourbookkeepingpractice #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #bookkeepingonlinecourse #successfulbookkeeping #bookkeepingbusiness #bookkeepingpractice

#strategicbookkeeping #bookkeepersuccess #bookkeepinggrowth #bookkeepingfoundations #bookkeepingguide #jeanniesavage