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In this episode, Jo and Zoe break down the fast-evolving world of artificial intelligence and what it means for bookkeepers right now. They explore the opportunities, risks, and everyday use cases—from email management and strategic planning to research tools and AI agents. With their signature blend of humour and practical advice, they discuss the tools they personally use (such as ChatGPT, Claude, Notebooks and Perplexity), what they love about them, and how they’ve integrated AI into their workflows.

They also introduce their Seven-Step Prompting Framework, designed to help bookkeepers create accurate, tailored outputs that reflect their expertise and tone of voice. The episode closes by outlining how bookkeepers can use AI to add value to clients, streamline operations, reduce decision fatigue, and even support advisory conversations. AI isn’t here to replace bookkeepers—it’s here to elevate them.

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About us

We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective

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About our Sponsor

This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper

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Promotion

This video contains paid promotion.

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Disclaimer

The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.