Can you safely analyse client data with ChatGPT?

 Only if you do THIS one critical thing.
 
 

We reveal a powerful use case for financial analysis—done in seconds.
 
 

But most accountants are breaking the rules without realising it.
 
 

GDPR, client consent, data security—it’s all covered.
 
 

Plus, the surprising fix that makes everything compliant.
 
 

This could change how you use AI forever.

The latest episode of the Value Pricing Podcast is now available: Why You Can’t Analyse Client Data (Unless You Do THIS)

In today's episode you will learn:

• How to analyse financial data with ChatGPT—safely and fast
• Why free and Plus plans break GDPR rules
• The #1 mistake accountants make with client data
• What the EU AI Act means for your firm
• How to get client consent and stay compliant
• A powerful workaround using local AI on your computer

Don’t miss out on the essential AI insights every accountant needs to stay compliant, save time, and deliver smarter client reports.

Listen now! 

What if you could turn referrals into a predictable, repeatable system instead of relying on luck?

In this episode, we explore how to win more high-quality clients through smart, structured referral marketing.

Discover the best times to ask for referrals — and how to make it effortless for clients to say yes.

We’ll show you how to create a service that’s so valuable, your clients can’t help but talk about it.

Plus, learn how ChatGPT can help you craft powerful referral emails, forms, and scripts that actually work.

Imagine having happy clients who send you more happy clients — all while saving you time and energy.

Tune in now and find out how to make referrals easy, enjoyable, and part of your everyday system.

The latest episode of the Value Pricing Podcast is now available: Referrals Made Easy for Bookkeepers and Accountants with ChatGPT

In today's episode you will learn:

• How to build simple systems that generate consistent referrals.
• The best times to ask clients for introductions.
• Ways to make your service truly worth referring.
• How to collect powerful feedback and success stories.
• Smart ways to use ChatGPT to automate referral requests.
• Tips to make asking for referrals natural, not awkward.

Don’t miss out on this episode packed with practical strategies, real examples, and AI-powered tips to help you attract more dream clients through effortless referrals.

Listen now! 

Are you running a thriving practice, or just busy and broken?

Jeannie Savage reveals how she doubled her profits in just one year.

Discover the Bookkeeping Practice Blueprint, a powerful framework designed to help bookkeepers move from surviving to scaling.

We talk value pricing, productized services, and the future of bookkeeping.

Find out how AI can create new opportunities for advisory work.

This is not just theory — it’s a roadmap for building a business that gives you more profit, more freedom, and more impact.

Practical tips. Real stories. Big inspiration.

The latest episode of the Value Pricing Podcast is now available: The Bookkeeping Practice BluePrint

In today's episode you will learn:

• How Jeannie doubled her profits through value pricing.
• Why the Bookkeeping Practice Blueprint transforms busy firms.
• The secret to shifting from bookkeeper to advisor.
• How to productize services and stack client value.
• Ways AI can power new advisory opportunities.
• The mindset needed to grow and scale successfully.

Don’t miss out on this inspiring episode packed with practical strategies to transform your bookkeeping practice and unlock new opportunities for growth.

Listen now! 

Are you still guessing with ChatGPT prompts? 

Discover how prompt templates can save you time, deliver better results, and transform the way you work. 

In this episode, we reveal three powerful prompts every accountant and business owner should know.

Learn why context, specificity, and role assignment are the keys to unlocking ChatGPT’s true potential. 

You’ll also see how a simple “prompt library” can become your secret productivity system. 

Imagine turning hours of work into minutes… that’s what these prompts can do. 

This one is packed with insights you don’t want to miss.

The latest episode of the Value Pricing Podcast is now available: Stop Guessing with ChatGPT: Use Prompts That Actually Work

In today's episode you will learn:

• How to build time-saving prompt templates for recurring tasks
• Why context and specificity transform ChatGPT’s quality of output
• A step-by-step prompt for financial statement analysis
• How to systemise any business with a process map
• Simple ways to generate fresh marketing and content ideas
• The power of a prompt library to boost productivity

Don’t miss out on this episode packed with practical prompts, smart strategies, and time-saving tips to help you get the very best out of ChatGPT.

Listen now! 

What makes some accountants magnetic while others blend in? 

This podcast dives into the power of personal branding. 

You’ll discover how authenticity, values, and even your quirks can give you a competitive edge over faceless firms.

We share why video is powerful and why human connection matters in an AI world. 

You’ll hear how accountants shape their brand around what matters most. 

This isn’t about faking it — it’s about being intentional, authentic, and magnetic.

Get ready for an inspiring conversation that could change your business.

The latest episode of the Value Pricing Podcast is now available: Build a Magnetic Personal Brand with ChatGPT

In today's episode you will learn:

• How to build a personal brand that connects.
• Why authenticity and values attract the right clients.
• The power of video in showing your personality.
• How to stand out against faceless, low-cost firms.
• Why human connection matters more in an AI world.
• Practical ways to define your niche and ideal clients.

Don’t miss out on this episode packed with practical tips to build an authentic personal brand that makes you stand out and win the right clients.

Listen now! 

Are you drowning in endless ChatGPT chats and files?
 
 

Discover how Projects can transform chaos into clarity.

 In this episode, we break down step by step how to build your own project, set smart instructions, and upload the right files.
 
 

You’ll see how accountants and business owners are already using Projects to save hours, stay consistent, and get better results.
 
 

Plus, we reveal the latest updates you don’t want to miss.

The latest episode of the Value Pricing Podcast is now available: Use ChatGPT Projects Like A Pro: Organise, Save Time & Get Better Results

In today's episode you will learn:

• How to set up and organise ChatGPT Projects effectively
• Why project instructions supercharge clarity, focus, and consistency
• The power of uploading files for instant context and speed
• Practical use cases: marketing, copywriting, planning, and analysis
• Tips for creating prompts and building your own prompt library
• Exciting new updates that make Projects even more powerful

Don’t miss out on this game-changing episode that shows you how ChatGPT Projects can transform the way you work, save time, and deliver better results.

Listen now! 

Are you making the most of the latest AI tools for your business?

In this episode, we put ChatGPT and Claude head-to-head, testing their brand-new deep research and web access features.

You’ll discover how each handles integrations (or connectors), from Google Workspace to Dropbox — and which one might just transform your workflow.

We also dive into the surprising differences in speed, depth, and usability you’ll want to know before choosing your go-to AI.

Plus, we explore real safety concerns and how to protect sensitive data when giving AI access to your files and calendars.

Fast-paced, insightful, and practical — this is your inside look at AI’s newest capabilities.

Don’t miss it — you might just find your next productivity superpower.

The latest episode of the Value Pricing Podcast is now available: ChatGPT vs Claude - Deep Research, Integrations and Staying Safe

In today's episode you will learn:

• How ChatGPT and Claude compare on deep research power
• The pros and cons of each tool’s web access
• Which integrations and connectors can boost your productivity fast
• Smart ways to protect data when using AI integrations
• How report speed and depth differ between both platforms
• Practical ideas for using AI in real-world business tasks

Don’t miss out on this fast-paced, practical guide to choosing the right AI tool and using it safely for maximum impact.

Listen now! 

Want to turn your expertise into passive income?

Tired of trading hours for fees in your accounting firm?

In this episode, discover how to build recurring revenue and scale your knowledge with ease.

We explore why community is powerful, how to monetize what you know, and the tools that make it simple.

See real examples of accountants earning thousands through membership platforms like Skool.

AI is reshaping our industry—now’s the time to adapt and thrive!

This episode could be the game-changer your firm needs.

The latest episode of the Value Pricing Podcast is now available: How Accounting Firm Owners Can Generate Passive Income with Skool

In today's episode you will learn:

• Why recurring revenue is powerful for accounting firm growth.
• How to build and scale a thriving online community.
• Ways to monetize your expertise and knowledge effectively.
• How AI is reshaping the accounting and bookkeeping profession.
• Simple steps to set up and grow on Skool.
• Real-life examples of accountants earning passive income online.

Don’t miss out on discovering how to create passive income, build a thriving community, and future-proof your accounting firm in the age of AI!

Listen now! 

Ready to turn prospects into paying clients—on autopilot?

What if your lead generation, nurturing, and booking system could run while you sleep?

In this episode, we reveal a step-by-step automated journey from cold prospect to signed proposal.

Discover how to build a powerful lead magnet, write persuasive follow-up emails, and structure your ideal sales meeting—without starting from scratch.

We’ll show you how AI tools (like ChatGPT) can write your content, build your nurture sequence, and even help close the sale.

Think it’s too complicated or time-consuming? We’ll prove it’s not.

This isn’t theory—it’s a plug-and-play system you can build in a weekend.

The latest episode of the Value Pricing Podcast is now available: Building an Automated Lead Nurturing System

In today's episode you will learn:

• How to automate your entire lead nurturing system
• The secret to creating irresistible, evergreen lead magnets
• How to write compelling opt-in pages and thank-you emails
• The simple way to segment your list for better results
• How to build trust and win clients using email campaigns
• The exact steps to book and run high-converting sales calls

Don’t miss out on the chance to simplify your marketing, save hours of manual work, and turn curious prospects into loyal clients—automatically.

Listen now! 

Have you tried ChatGPT but not yet explored the power of Custom GPTs?

This episode unlocks how accountants can use them to automate tasks, save hours each week, and even create client-ready reports in minutes.

Learn how to build your own GPTs—no coding required—and see real-world examples like email responders, strategic planning tools, and custom software manuals.

Discover the secrets to writing great prompts, structuring workflows, and using AI to deliver high-impact value.

The best part? It’s easier than you think.

Tune in to transform your productivity and rethink how AI fits in your firm.

The latest episode of the Value Pricing Podcast is now available: Automate Your Accounting Workflow with Custom GPTs

In today's episode you will learn: 

• What Custom GPTs are and why they matter
• How to automate tasks with zero coding knowledge
• The best use cases for accountants and advisors
• How to build GPTs using clear, structured prompts
• Tips to train GPTs with your writing style and files
• Why repeatable systems are the future of your firm

Don’t miss out on discovering how Custom GPTs can revolutionize your efficiency, elevate client service, and give you a serious edge in your accounting practice.

Listen now!