What’s harder than starting a bookkeeping practice?

Starting again — after 20 years.

That’s exactly what Marianne Davies did.

She walked away from the chaos, rebuilt from the ground up, and completely transformed her business — adding over $100K in profit and reclaiming her weekends.

No magic. No luck.

Just strategy, systems, and guts.

Join Jeannie and Marianne in this week’s episode of The Strategic Bookkeeper podcast as they unpack the exact steps that helped Marianne reset, turn her practice (and life) around – and how you can do it too.

You’ll discover:

💡 The pricing framework that doubled her profit — without losing a single client

💡 The systems that freed her from working nights and weekends

💡 The mindset shift that helped her fall back in love with her business

If you’ve ever felt stuck in the grind, this episode is your permission — and your plan — to start fresh.

🎧 Listen now.

✨ Want to map out your own reset?

Join me live for The Blueprint Path Workshop — a free, 5-day experience running November 3–7 where I’ll personally guide you to build more profit, time, purpose, and joy into your business.

👉 [Save your free seat now: https://thestrategicbookkeeper.global/blueprint-path] 

—

📌 Episode link/s:

• The Blueprint Path Workshop: https://thestrategicbookkeeper.global/blueprint-path 

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

#The20YearReset #StartFresh #BookkeeperInspiration #DreamOnYourTerms #BookkeepingJourney #BookkeepingPracticeSuccess #WomenInBusiness #BookkeeperTransformation #PricingForProfit #SystemsThatScale #BookkeepingBlueprint #InvestInYourPractice #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #BookkeepingTips #JeannieSavage

Michelle thought a “secure job” meant safety — until she realised it was the thing holding her back.

Fast-forward seven months: she’s grown her own bookkeeping business, earned $100K in seven months, and built that same practice around her life, not the other way around.

In this week’s episode of The Strategic Bookkeeper Podcast, Jeannie and Michelle dive into the real shifts that made it all possible — from reworking her pricing and creating stable, recurring income, to stepping into the role of confident business owner.

They also talk about what really matters when you’re scaling: valuing your time ⌛, protecting your peace 🧘‍♀️, and surrounding yourself with people who keep you accountable (and inspired) ☀️

🎧 Tune in now.

💡 If Michelle’s story hit home, take it as your sign.

Join me in The Blueprint Path where we’ll turn ideas into action and map out your next big leap.

No fluff, no guesswork — just a clear plan to grow your practice and your freedom. 👉 Grab your spot here: https://thestrategicbookkeeper.global/blueprint-path⁠ 

—

📌 Episode link/s:

• The Blueprint Path Workshop: https://thestrategicbookkeeper.global/blueprint-path 

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

#FromEmployeeToEntrepreneur #WorkLifeFreedom #FreedomThroughProfit #ProfitAndPurpose #BookkeepingJourney #BookkeepingPracticeSuccess #WomenInBusiness #BusinessGrowth #BookkeepingBlueprint #BookkeepingStrategies #InvestInYourPractice #SuccessfulBookkeeping #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #BookkeepingTips #JeannieSavage

🚦 Every bookkeeper faces a choice.

Take the long, exhausting road I once did…

…or take the shortcut to profit and freedom.

When I started my practice, I made every mistake in the book. I worked harder, charged wrong, burned myself out — and stayed stuck for years.

The difference between then and now? I finally discovered the shifts that matter. Once I applied them, my practice transformed — and yours can too.

🎙️ In this week’s episode of The Strategic Bookkeeper Podcast I share:

✨ The pricing move that doubled my profits in 48 hours

✨ Why technical skill alone will never scale your practice

✨ How to attract clients who value you (without racing to the bottom)

✨ The five big keys that unlock income, time, and freedom

This isn’t about me telling war stories — it’s about you taking the shortcut. I wasted years figuring it out. You don’t have to.

🎧 Tune in now and start building the practice (and life) you really want.

—

⚡ Are you still taking the long road? It’s time for the shortcut. My free Blueprint Path Workshop Series kicks off this November — 5 days, practical strategies, real results. Reserve your FREE seat today: http://thestrategicbookkeeper.global/blueprint-path

📌 Episode link/s:

• The Blueprint Path Workshop: https://thestrategicbookkeeper.global/blueprint-path 

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

#DoubleYourProfit #ValueBasedPricing #TimeFreedom #BookedButBroken #BookkeepingMistakes #BookkeepingBlueprint #BookkeepingStrategies #SuccessfulBookkeeping #BookkeepingPractice #StrategicBookkeeping #ProfitablePractice #TSBprogram #TSBtransformationprogram #TheStrategicBookkeeper #BookkeepingGuide #JeannieSavage

🚨 Bookkeepers: Skills + clients aren’t enough.

That’s the harsh truth Jeannie discovered in her first year of practice — her “baptism of fire.” She thought being technically good and getting clients would be all she needed. Instead, she ended up overworked, underpaid, and nearly burnt out.

Here’s what she learned the hard way:

👉 Being a great bookkeeper is the baseline. Building a thriving practice takes more.

Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she shares the success factors that separate the “booked but broken” from those who create profitable, lifestyle-aligned businesses.

Here’s a sneak peek:

• Why education (both free + paid) is a game-changer for your growth

• How to turn productivity into your superpower (without working longer hours)

• The mindset shift that makes clients pay more and respect your value

• Why simplicity beats hustle every single time

This isn’t about doing more — it’s about doing the right things. 

🎧 Tune in now and find out what really drives success ▶️

💡 The Blueprint Path workshop is where Jeannie takes these success factors even further — with live coaching and the chance to win a $5,000 strategy session. Register free: http://thestrategicbookkeeper.global/blueprint-path

📌 Episode link/s:

• The Blueprint Path Workshop: https://thestrategicbookkeeper.global/blueprint-path 

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

#BookkeeperSuccessFactors #ConfidentCapableBookkeeper #BookkeepingMindset #SimplifyToSucceed #BookkeepingBlueprint #bookkeepingstrategies #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingprogram #successfulbookkeeping #bookkeepingbusiness #bookkeepingpractice #strategicbookkeeping #bookkeepingguide #jeanniesavage

Every bookkeeper fits into one of four archetypes:

➡️ Startup or Growing

➡️ Busy/Booked but Broken

➡️ Scaling

Which one are you? And more importantly — how do you move to the next level?

That’s exactly what Jeannie unpacks in this week’s podcast, featuring the full replay of the Bookkeeping Practice Blueprint Workshop. 

You’ll discover:

✨ How to pinpoint your archetype

✨ The missteps to avoid

✨ The roadmap to move from “busy” to thriving

And because this was a live workshop, you’ll also get a preview of the Transformation Program — the “bookkeeping practice-in-a-box” helping bookkeepers worldwide fast-track these shifts.

Chances are, you’ll recognise yourself in one of these archetypes — and the shifts you need will click instantly. Hit PLAY now.

💡 Ready to go deeper? Registration is now open for my Blueprint Path workshop series this November — designed to give you a clear roadmap into 2026 with profit, freedom, and clients you love. [Register here → https://www.thestrategicbookkeeper.global/blueprint-path]

📌 Episode link/s:

• The Blueprint Path Workshop: https://www.thestrategicbookkeeper.global/blueprint-path

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

#BookkeepingArchetype #BookkeeperArchetype #BookkeepingBlueprint #BookkeepingRoadmap #BookkeepingAdvisory #bookkeepingstrategies #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #successfulbookkeeping #bookkeepingbusiness #bookkeepingpractice #strategicbookkeeping #bookkeepingguide #jeanniesavage

At XeroCon last week, Jeannie dropped a truth bomb: bookkeeping alone will never give you the income or lifestyle you deserve.

She’s seen it firsthand — bookkeepers who were once exhausted and underpaid have transformed their practices into small but mighty businesses that deliver six-figure incomes and real time off. Their secret? Leaning into advisory and automation.

If you missed Jeannie live at Xerocon, the good news is she’s brought the full presentation to the latest episode of The Strategic Bookkeeper Podcast. 🎧 Inside, you’ll learn how to:

💡 Repackage services so clients pay more for outcomes, not hours

⚡ Use automation to cut keystrokes, reduce costs, and free up capacity

📊 Deliver advisory that drives results for your clients and your bottom line

🌱 Build a practice that’s profitable, sustainable, and works for your life

Xerocon may be over — but this is your chance to catch the session that’s already inspiring bookkeepers globally. 🌍

📌 Episode link/s:

• VIP Pass to The Bookkeeping Practice Blueprint Virtual Summit: https://www.thebookkeepingpracticeblueprint.com/last-chance 

• Your Xerocon gift: https://thestrategicbookkeeper.global/xerocongift 

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

#BookkeepingAutomation #BookkeepingAdvisory #bookkeepingstrategies #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #successfulbookkeeping #bookkeepingbusiness #bookkeepingpractice #strategicbookkeeping #bookkeepingguide #jeanniesavage

Some guests don’t just join the podcast — they redefine the conversation. And this week’s guest, Paul Dunn, does exactly that. 🙌

Paul has shaped the accounting world for decades. He’s a 4-time TEDx speaker, featured in Forbes with Richard Branson, and co-founder of B1G1 Business for Good — a movement that’s already created 380+ million giving impacts globally. 🌍

But here’s the part that matters for YOU as a bookkeeper: Paul believes we are at the core of real change. Not accountants. Not consultants. Us. Bookkeepers. 💪

And in this episode of The Strategic Bookkeeper Podcast, we dive into:

 ✨ Why bookkeepers (often overlooked next to accountants) are uniquely placed to drive lasting business impact

✨ How linking your work to giving transforms client relationships

✨ Why your role is far more than numbers — it’s about changing lives, businesses, and communities.

Be ready to see your practice — and your impact — in a whole new light. Hit Play now ▶️

📌 Episode links & resources:

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

• Connect with B1G1 → https://b1g1.com/ 

#BusinessForGood #B1G1 #ProfitWithPurpose #BookkeepingCommunity #BookkeepingPracticeTips #PracticeGrowth #BookkeeperLife #BookkeepingJourney #TheStrategicBookkeeper #StrategicBookkeeping #TSBProgram #JeannieSavage

🤔 Ever wonder why ChatGPT sometimes nails it… and other times completely misses the mark?

The difference isn’t the tool — it’s the prompt.

This week on The Strategic Bookkeeper Podcast, I sat down with Jared Brintz from Intuit (QuickBooks, TurboTax, Mailchimp & Credit Karma). Jared’s been deep in the AI space for years, and he’s built an 8-step prompting framework that takes the guesswork (and frustration) out of ChatGPT.

Here’s what you’ll learn:

⚡ How to write prompts that deliver the right results, first go

⚡ Why prompting is quickly becoming a competitive advantage for bookkeepers

⚡ A quick update on what Intuit is building into QuickBooks to make bookkeeping even smarter

If you’ve ever felt like AI isn’t giving you the results you hoped for, this episode will show you how to flip that around and start using it as one of the most powerful tools in your bookkeeping practice. 💡

📌 Episode links & resources:

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

• Connect with Jared → https://www.linkedin.com/in/jared-brintz/ 

#AIForBookkeepers #PromptEngineering #SmarterNotBusier #AdvisoryServices #BookkeeperEfficiency #TimeManagementForBookkeepers #BookkeepingPracticeTips #PracticeGrowth #BookkeepingStrategies #SmarterNotHarder #BookkeepingBlueprint #InvestInYourPractice #BookkeeperLife #BookkeepingJourney #SuccessfulBookkeeping #TheStrategicBookkeeper #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #JeannieSavage

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