The Strategic Bookkeeper Podcast

Ever notice how easy it is to power through tasks… but much harder to stop and decide what you actually want?Part 1 gave you the “napkin plan.”Part 2 closes the gap — helping you step back into the driver's seat of your practice and your life.No fancy planners.No 50-step systems.Just clarity, intention, and the courage to choose what you want next.Join Jeannie in this week's episode of The Strategic Bookkeeper podcast as she shares: ✨ The “now–future” clarity exercise she uses herself ✨ How to design a work week that actually feels good ✨ Why courage is the real engine behind a thriving practice ✨ And how to shift from overwhelmed → intentional in simple stepsIf you're ready to stop letting your practice run you — and start architecting something you're proud of — this one's for you.

Feeling like 2025 has flown by and you're still catching your breath?Take a moment to pause — to reflect on what worked, what didn't, and what you truly want your business (and life) to look like in 2026.Join Jeannie in this week's episode of The Strategic Bookkeeper Podcast as she helps you zoom out and look at the bigger picture — not just your workload or client list, but the kind of life and practice you're actually building.Because it's super easy to keep saying “next year will be different”… until it's not.In this episode, you'll discover a simple, practical way to:

Ever had a client say, “But I've still got money in the bank — how can I be broke?”We've all been there — sitting across from a client who's doing their best, but can't quite see what's really happening in their business.In this week's episode of The Strategic Bookkeeper Podcast, I chat with Colin Hewitt — Founder and CEO of Float software — about how we, as bookkeepers, can turn those moments of confusion into clarity and confidence.We talk about:

Ever raised your prices and waited for the backlash that never came?That was Julianna's story — and it completely changed her business.She stopped selling “hours” and started selling impact.She learned how to talk about her value in a way that felt genuine… and her clients thanked her for it. ✨Join Jeannie and Julianna on this week's episode of The Strategic Bookkeeper Podcast as they unpack the mindset, the messaging, and the quiet courage it takes to raise your prices without losing clients.Here's what you'll walk away with

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:

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

Every bookkeeper fits into one of four archetypes: ➡️ Startup or Growing ➡️ Busy/Booked but Broken ➡️ ScalingWhich 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 thrivingAnd 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.

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.

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

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):

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

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?

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.

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

Are you building a business… or just keeping one afloat?There's a difference — and it all comes down to what you're building on.Join Jeannie on this week's episode of The Strategic Bookkeeper Podcast as she shares the 7 Foundations that underpin every thriving, profitable bookkeeping practice she's helped build — across Australia, New Zealand, the US, UK, and beyond.If you've been feeling overwhelmed, stuck, or constantly busy with little payoff, this episode will help you shift from survival mode to sustainable growth.You'll walk away with: ✅ A clear, proven checklist to assess your business ✅ The 7 foundations every thriving practice has in place ✅ How to spot what's holding you back — and fix it fast ✅ What to prioritise if you want income, clarity, and control ✅ Why more effort ≠ better results (and what actually works)

You're working late, juggling clients, ticking boxes — but still not seeing the income, clarity, or freedom you dreamed of.

✨ She started with a 9 to 5, a baby on her hip — and a dream to build her own bookkeeping practice.In this week's episode of The Strategic Bookkeeper Podcast, Jeannie chats with Tacarra Ganiu — full-time HR pro, new mum, and now founder of My Zen Bookkeeper, a boutique brand for wellness entrepreneurs.Tacarra joined the Transformation Program just a few months ago to launch her dream as a side hustle — and in this honest and uplifting convo, she shares how she landed her first ideal client, found her niche, and built strong business foundations, all while still working full time.If you've ever thought “now's not the right time” — this one's for you. Hit play NOW.

If you're offering advisory, offshoring work, or just doing more for your clients — it's time to double-check whether your PI and cyber insurance actually has you covered

Think AI's too hard, too techy, or “not for bookkeepers”? Think again.

Feeling overwhelmed by all the new compliance changes?

Sleeping on LinkedIn? It's costing you

✨ You can't build a dream business alone… and you shouldn't try.That's the hard truth most bookkeepers learn too late.

Could You Be Accidentally Sabotaging Your Practice's Finances?In this powerful episode, Jeannie Savage reveals the financial mistakes bookkeepers make—without even realising it.

If you've ever thought, “I need better systems” — or you're gearing up to hire your first team member — this one's for you.In this episode, I'm diving deep into Standard Operating Procedures (SOPs)—and how they can transform your practice from overwhelmed and reactive to calm, consistent, and scalable.

What if your clients stayed with you for the entire life of their business—or even beyond?

Struggling to grow your revenue without constantly chasing new clients? You're not alone! The latest episode of The Strategic Bookkeeper Podcast is here to help.This week, we're breaking down 5 powerful strategies to boost your income the smart way—through better pricing, retention, and maximizing your existing clients. These are the exact steps successful bookkeepers use to scale their business! Tune in now and discover: ✅ How to unlock more revenue from your current client base ✅ The best way to implement price increases (without pushback!) ✅ Why retention is your secret weapon for long-term successDon't let untapped opportunities slip away—hit play now!

One of our bookkeepers just closed a $10K+ sale—and in this episode of The Strategic Bookkeeper Podcast, we're breaking down exactly how she did it!

Are you charging what you're worth? Or are limiting beliefs and self-doubt keeping you stuck in the cycle of underpricing?In this episode of The Strategic Bookkeeper Podcast, I share an incredible real-life story of a bookkeeper who went from hesitation to closing a $10,000 sale—just months into her practice!

Building a thriving bookkeeping practice isn't about working harder—it's about working smarter. In this special milestone episode, I'm showing you how to tap into 100+ podcast episodes as your ultimate resource to grow your business, boost profitability, and create more freedom.You'll learn how to win the work and do the work with smart strategies, success-driven habits, and a focus on the three areas that actually move the needle: Mindset, Productivity, and Mechanics.If you're ready to take action and build a practice that works for you—not the other way around—this episode is a must-listen. Hit play now!

Be honest—how many times have you shared your bookkeeping expertise for free when you should have been charging for it?

Want to know what really happens behind the scenes in the Transformation Program? This week, Jeannie is pulling back the curtain on one of the most impactful implementation sessions—where bookkeepers like you come together to break through challenges, create real strategies, and take bold, actionable steps using the Blueprint to transform their businesses. In this exclusive episode, Jeannie shares the proven strategies that lead to more income and freedom, real-world examples of overcoming obstacles, and actionable insights that will help you build the business and life you've always dreamed of. If you're ready to see how this powerful process can fast-track your success and give you the confidence to achieve real results, tune in—you won't want to miss this!

Starting a bookkeeping practice is an exciting journey, but it's normal to have a million questions—don't worry, we've got the answers you need!

Join Jeannie as she sits down with Karen Andrews, founder of Vivid Enterprise and member of the Transformation Program, to discuss Dext and its transformative role in modern bookkeeping practices. Karen, a seasoned expert in cloud-based accounting solutions, shares insights on how Dext can streamline workflows, enhance accuracy, and save valuable time for bookkeepers and their clients. Listen in to discover how Karen uses Dext in her own practice, helping businesses become more efficient and profitable. Whether you're new to automation tools or looking to optimize your existing setup, Karen's tips and real-world examples provide a valuable perspective on maximizing Dext's capabilities. Grab a coffee, settle in, and listen for insights that could be just what you need to jumpstart your own success. Hit play now! Connect with Karen!

Ever wondered, “Do I really need another piece of tech?” or “Can't I just stick with Word and emails?” You're not alone. In this week's episode, Jeannie chats with Emily Sinderberry, founder of EJS Business Services and a certified Strategic Bookkeeper in the Transformation Program. Together, they dive into how Ignition software transformed Emily's practice—from clunky, manual workflows to a streamlined, client-focused system that saves time, reduces stress, and impresses clients. Ready to work smarter, not harder? Tune in now.

Just starting your bookkeeping practice or looking for fresh strategies to expand after years of running one? This week's episode has got you covered!

Feeling overwhelmed by work, stuck with outdated systems, or unsure how to build a team that truly supports your business? You're not alone. Join Jeannie in this week's podcast as she dives into these very challenges around Time, Tech, and Team, and shares practical, proven strategies to help you✅ Regain your time wealth, ✅ Close the gap on tech know-how (without the stress), and ✅ Build a team that supports your zone of genius. Your business and lifestyle transformation starts here— tune in now. #timewealth #tech #teammanagement #systemsandteam #bookkeepingsystems #bookkeepingtech #bookkeepingsoftware #bookkeepingtechnology #bookkeepingteam #buildingyourbookkeepingpractice #bookkeepingblueprint #bookkeepingstrategies #TSBprogram #thestrategicbookkeeper #transformationprogram #tsbtransformationprogram #bookkeepingprogram #bookkeepercourse #bookkeepingcourse #bookkeepereducation #bookkeepingonlinecourse #bookkeepingtraining #successfulbookkeeping #bookkeepingbusiness #bookkeepingpractice #strategicbookkeeping #bookkeeper #bookkeepingselfhelp #jeanniesavage #thestrategicbookkeeper #thrivingbookkeeping #bookkeeping #ebook #freeebook #bookkeepingguide #bookkeeperguide

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