Podcasts about Xero

The future of bookkeeping is not data entry — it is trusted financial partnership. In this episode of the 6FB Sofa Sessions, Max Whiteley, Product Domain Expert at Dext and multiple award-winning practice leader, explains exactly how UK bookkeepers can move from compliance into real advisory, and why confidence, curiosity and commercial thinking now matter more than technical perfection. Register for our upcoming webinar, Beyond the Books with Dext to learn how Bookkeepers can confidently step Into advisory with AI powered tech: https://info.dext.com/beyond-the-books-6fb-webinar-feb-2026 Max started his accounting career at just 15 years old, grew up around self-employed parents, built and scaled award-winning teams, and now helps shape the tools used by thousands of UK practices. In this conversation with Jo Wood and Zoe Whitman, he shares what actually changes lives for small business owners, why advisory is really about accountability and care, and how bookkeepers can step into a far more valuable role without needing complex forecasting models or extra qualifications. You'll hear how small practices can build stronger client relationships through active listening, why quarterly conversations transform both pricing and impact, how boundaries with clients protect both revenue and wellbeing, and why real-time data is the foundation of meaningful advice. Max also shares how winning multiple Xero awards came down to people-first systems, consistent processes and confidence in leading clients, not flashy tools or complicated reporting. This episode also tackles the fear around automation and AI. Max explains why AI will not replace bookkeepers, but bookkeepers who use AI will replace those who don't. He outlines how real-time bookkeeping, payments, credit control and better reporting are becoming the natural next step for modern practices — and how tools like Dext enable that shift by improving data accuracy and visibility. If you are a UK bookkeeper wondering how to move into advisory, struggling with confidence, worried about AI, or unsure what your real value is beyond compliance, this episode provides clarity, reassurance and a practical roadmap forward. This conversation is essential viewing for bookkeepers who want to become indispensable to their clients and build a more profitable, respected and future-proof practice. ----------------------------------------------- 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 ----------------------------------------------- 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 ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- 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.

In this Leadership Takeover session, Kate Hayward, Managing Director of Xero UK, shares how growing up in a self-employed household shaped her views on risk, money and why bookkeepers are now more vital than ever to small businesses. For UK bookkeepers, this is a clear, honest look at where the profession is heading and how to stay at the centre of it. Kate talks about watching her parents worry over money at the kitchen table, how that drove her into a science degree and a Big Four career, and why she eventually left the perceived safety of that world to join a fast-growing tech company while planning to start a family. She shares the leadership moment that stopped her from self-selecting out of a senior role because of motherhood, and why background should never limit whose voice is heard in business or policy. A major theme of the conversation is financial literacy. Kate explains why the UK still lacks a joined-up, practical approach to money education and why Xero has invested in its financial literacy campaign to try to change that. She describes financial literacy as a life-cycle issue, from what children see at home to the decisions business owners face as they grow. For bookkeepers and accountants, Kate is clear: you are the lifeline for many small businesses. With the disappearance of the traditional bank manager, clients now turn to their adviser to interpret the numbers, sense-check decisions and connect them to wider support. She also acknowledges that many advisers were never taught sales, marketing or entrepreneurship, even though clients increasingly expect that wider commercial input. Find out about the benefits of becoming a Xero Partner, here: https://www.xero.com/uk/partner-programme/?UTM_Source=6fb The episode also tackles AI and the future of the profession. Kate's view is firm: AI will not replace bookkeepers or accountants. It will remove repetitive manual work and create space for deeper conversations, better insight and more ambitious client growth. The skills that matter most become communication, commercial thinking, pricing confidence and the ability to guide clients through uncertainty. If you are a UK bookkeeper or accountant who cares about small business, worries about AI, or wants to play a bigger role in clients' financial understanding and long-term success, this conversation with Kate Hayward will help you see what's coming next — and how you can stay essential. ----------------------------------------------- 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 ----------------------------------------------- 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 ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- 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.

In this Sofa Session, Kate Hayward, Managing Director of Xero UK, shares how growing up in a self-employed household shaped her views on risk, money and why bookkeepers are now more vital than ever to small businesses. For UK bookkeepers, this is a clear, honest look at where the profession is heading and how to stay at the centre of it. Kate talks about watching her parents worry over money at the kitchen table, how that drove her into a science degree and a Big Four career, and why she eventually left the perceived safety of that world to join a fast-growing tech company while planning to start a family. She shares the leadership moment that stopped her from self-selecting out of a senior role because of motherhood, and why background should never limit whose voice is heard in business or policy. A major theme of the conversation is financial literacy. Kate explains why the UK still lacks a joined-up, practical approach to money education and why Xero has invested in its financial literacy campaign to try to change that. She describes financial literacy as a life-cycle issue, from what children see at home to the decisions business owners face as they grow. For bookkeepers and accountants, Kate is clear: you are the lifeline for many small businesses. With the disappearance of the traditional bank manager, clients now turn to their adviser to interpret the numbers, sense-check decisions and connect them to wider support. She also acknowledges that many advisers were never taught sales, marketing or entrepreneurship, even though clients increasingly expect that wider commercial input. The episode also tackles AI and the future of the profession. Kate's view is firm: AI will not replace bookkeepers or accountants. It will remove repetitive manual work and create space for deeper conversations, better insight and more ambitious client growth. The skills that matter most become communication, commercial thinking, pricing confidence and the ability to guide clients through uncertainty. If you are a UK bookkeeper or accountant who cares about small business, worries about AI, or wants to play a bigger role in clients' financial understanding and long-term success, this conversation with Kate Hayward will help you see what's coming next — and how you can stay essential. ----------------------------------------------- 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 ----------------------------------------------- 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 ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- 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.

What does the future really look like for UK bookkeepers as regulation tightens, MTD expands and professionalism becomes more important than ever? In this episode of the 6FB Sofa Sessions, Ami Copeland, CEO of the Institute of Certified Bookkeepers (ICB), explains exactly what's changing, what standards matter most, and how bookkeepers can protect, grow and future-proof their practices. Ami leads one of the most influential professional bodies in UK bookkeeping and works closely with HMRC, software providers and regulatory partners to shape the modern bookkeeping profession. In this conversation with Jo Wood and Zoe Whitman, she shares what she is seeing across thousands of UK practices, how professionalism and compliance expectations are rising, and why strong ethical standards will define the next decade of bookkeeping. You'll hear how Making Tax Digital is reshaping the role of the bookkeeper, what regulation really means for day-to-day practice, and how bookkeepers can position themselves as trusted finance partners rather than “just” compliance providers. Ami also talks openly about confidence, competence, qualifications, and why credibility will become a key differentiator as the industry continues to grow. This episode explores the commercial benefits of being professionally recognised, how education and CPD protect both you and your clients, and why bookkeepers who embrace change now will be the ones leading the profession in the years ahead. Ami explains the balance between accessibility and accountability in bookkeeping, and what standards clients will increasingly expect as business owners become more financially aware. If you are a UK bookkeeper navigating MTD, thinking about regulation, wanting to raise your professional profile, or unsure how formal recognition fits into your growth plans, this episode will give you clarity, reassurance and direction. Find out about ICB Membership at https://www.bookkeepers.org.uk/Membership/?utm_source=6fb This is essential viewing for bookkeepers who want to build long-term credibility, charge with confidence, and be seen as true financial professionals in a rapidly evolving industry. ----------------------------------------------- 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 ----------------------------------------------- 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 ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- 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.

Sign up for Xero ⁠⁠⁠using my link here⁠⁠⁠! http://www.xero.com/hicommunications Sign up to The Best 90 Days Ever here! https://www.hicommunications.co.uk/best90daysever

In this episode, Jo and Zoe take a deep dive into what it really looks like to start a bookkeeping business in 2026. Rather than jumping straight into checklists and compliance, they challenge aspiring bookkeepers to step back and understand the real reason behind wanting to start a practice — freedom, financial stability, and flexibility. They explain how important it is to design the business around the lifestyle you want, not just the service you can offer. From choosing the right business structure to understanding insurance, personal finance boundaries, AML responsibilities, tech stacks, workflows, and pricing, the hosts walk through the updated fundamentals for 2026. They emphasise that building a practice that supports your wellbeing starts with clarity, boundaries, and intentional choices — not rushing into software subscriptions or under-charging. This episode acts as both a strategic reset and a practical roadmap for anyone wanting to launch confidently in the new year. ----------------------------------------------- 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 ----------------------------------------------- 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 ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- 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.

Hey Friends✨This week on the GTS Podcast, we're joined by Xero & Sharai, the Slayer (Blerdy Massacre), as we dive into the world of Holiday Horror. Tap in to hear some of our favorite titles, new discoveries, oldies yet goodies, holiday traditions, and so much more✨Tap the links below to check out our past holiday episodes: Part 1 Part 2Part 3Thanks for sharing space with us, Sharai & Xero✨See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this solo episode, Brian breaks down one of the most overlooked but essential parts of running a mission-driven business: year-end bookkeeping. You'll learn a simple, practical framework for cleaning up your books, organizing your finances, and setting up systems that actually support you and your business. If you've ever felt overwhelmed by accounting software, unclear categories, or messy receipts, this episode will help you start the new year with clarity and confidence. Episode Highlights Why year-end bookkeeping is a big deal The way you close this year directly affects how you start the next one. Clean books make tax season easier, help you avoid missed deductions, and give you a real-time view into how your business is doing. 3 steps to get your books in order There are three, key steps to get your books in order before the end of the year: Clean up the basics: Dig deeper into the fundamentals, including double checking your business and personal expenses are separate, removing overwhelm from your chart of accounts, reconciling your accounts, organizing your receipts and documentation, removing old or inactive accounts, and making payroll corrections. Review your financial reports: Analyze your Profit & Loss (Income Statement) report, Balance Sheet, and Reconciliation report for accuracy, red flags, and wins. Prep for tax season and next year: Review your accounting method, confirm expense categories, talk to your tax professional, plan upgrades, and schedule monthly processes. Take action now Don't delay on getting your books in order. If you manage your own books, block 60-minutes on your calendar this week for a year-end bookkeeping session to work through the 3-step process, and if you work with a professional, schedule time for a year-end review. Even if you only complete one task, that's progress. Resources + Links Accounting Software: QuickBooks, Xero, Wave Newsletter Sign Up Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP®, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.

In this episode of Digi-Tools in Accrual World, we break down a massive fortnight of news in the accounting tech ecosystem. From leadership changes at the top of the UK's biggest platforms to the "unbundling" of SaaS pricing, we analyse the strategic moves that will define 2026. The Big Xero Shift: The team reacts to the continued fallout from Xero's new API pricing model and the news that Alex von Schirmeister is stepping down to join Nomentia. We discuss whether Xero is moving away from "inclusivity" as it pivots toward profitability.   The AI Reality Check: Despite the hype, recent data shows a decline in active generative AI usage in the workplace. We explore why Microsoft Copilot is struggling to gain traction and why "Ask Digits" represents the future of AI as a primary software interface.   Acquisitions & Payments: We look at the strategic implications of Mollie acquiring GoCardless for £1.1bn and how Intuit is tightening its grip on the UK market with the official launch of QuickBooks Payments.   Strategic Pricing: Finally, we analyse Unleashed Software's move to "unbundle" its pricing. Is functionality-driven pricing the new standard for SaaS?   Episode Timestamps 00:00 Welcome To Digi-Tools in Accrual World App News 03:08 Ecosystem Friction: Developers React to Xero's API Pricing Model 10:42 Leadership Change: Alex von Schirmeister Steps Down at Xero 17:56 Xero Update: MTD Support for Multiple Businesses 19:02 M&A Alert: GoCardless Acquired by Payments Giant Mollie 23:33 Why Microsoft is Struggling with AI Agent Traction 32:33 The AI Dip: Workplace Surveys Show Usage Decline 35:58 App Spotlight: Digits Unveils "Ask Digits" AI Interface 38:06 QuickBooks Payments Officially Launches in the UK 40:06 Intuit's "Agentic" Capabilities for QuickBooks & MailChimp 43:52 Briefcase Platform: Absorbing Complex Tax Codes via AI 46:07 SaaS Strategy: Unleashed Unbundles Pricing & Inventory Features 49:53 Like, Subscribe and Join Us! Keywords / Hashtags: #AccountingTech #Xero #Intuit #QuickBooks #GoCardless #Mollie #SaaSStrategy #AI #GenerativeAI #FinTech #Unleashed #SaaSActivation #ChannelStrategy

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The Dext Effect: How Modern Bookkeepers Save UK SMBs: https://subscribepage.io/qn0D3U We talk about the Dext report here: https://www.youtube.com/watch?v=02y_ZDbROus In this solo episode, Zoe dives into why so many bookkeeping practices are falling behind — not because of skill, but because the industry has evolved faster than the services most bookkeepers are offering. Drawing on new data from Dext's survey of 500 SMEs, Zoe reveals a widening gap between what small businesses urgently need (support, clarity, forecasting, guidance) and what the bookkeeping profession is traditionally providing. She speaks candidly about the crisis mindset many business owners are in — some even saying conditions now feel worse than Covid — and explains the pivotal opportunity for bookkeepers to reposition themselves as finance business partners. Through insights from their Summer 2025 Bookkeeper Survey, Zoe breaks down the time bottlenecks, confidence challenges, and outdated processes keeping practices stuck. She then shares a practical roadmap for modernising your practice through 1% improvements, automation, advisory conversations, and building a gold-standard service that scales with ease. ----------------------------------------------- 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 ----------------------------------------------- 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 ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- 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.

Every now and then, an episode arrives that contains everything we love about hospitality:chaos, heart, humour, problem solving… and at least two stories involving naked guests.This week Phil chats with James McComas FIH, General Manager of Eastwell Manor, part of the Champneys Group. At 6'5", James is one of the tallest men Phil knows — which, as it turns out, comes with unexpected job perks But behind the laughter sits a deeply thoughtful leader with a wonderfully varied hospitality journey: from growing up on army bases and falling into hotels at 15, to adventuring across the US, spending five transformational years in New Zealand, then returning to the UK to run heritage properties, country houses and boutique hotels.In This EpisodeHow James went from growing up on army bases to discovering hospitality at 15 and never looking backWild stories from Colorado and the early years, including saunas and frat partiesFive transformative years in New Zealand and the cultural lessons that shaped his leadership styleThe messy, brilliant reality of becoming a GM, including sewage explosions, fires, and emotional hospitalityLife at Eastwell Manor today: heritage charm, low doorframes, and why tall GMs are secretly maintenance heroesMore than his fair share of nudity exposureStand-Out Quotes“The absence of criticism is not the same as the provision of support”“You almost can't be wrong — because in that moment, you don't yet know what ‘right' is”“Everywhere I've worked, I've come away grateful for what I've learned”“These stories balance out the tough days — they remind you why we do this”Why ListenThis episode is everything hospitality really is:funny, unpredictable, emotional, human, and a lifelong learning journey.James brings:Sharp leadership insightReal talk about stepping up to GMIncredible travel storiesA deep appreciation for culture and peopleTwo of the best hotel anecdotes ever recordedAnd behind the humour is a leader who genuinely loves this industry, and shows you exactly whyEnjoy!Show PartnersA big shout out to the first of today's show partner, RotaCloud, the people management platform for shift-based teams.RotaCloud lets managers create and share rotas, record attendance, and manage annual leave in minutes — all from a single, web-based app.It makes work simple for your team, too, allowing them to check their rotas, request holiday, and even pick up extra shifts straight from their phones.Try RotaCloud's time-saving tools today by heading to https://rotacloud.com/philAlso, a massive shout out to our new show partners ApronRunning a hospitality business means juggling endless payments - from suppliers to staff - all while keeping cash flow in check. That's where Apron helps.With Apron Bill Pay, you can manage every supplier payment in one place, approve and schedule bills, and sync automatically with Xero or QuickBooks.And with the Apron Card, your team can spend easily while you stay in control - and earn rewards on every purchase.Learn more at getapron.com.This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

Sign up for Xero ⁠⁠using my link here⁠⁠! http://www.xero.com/hicommunications Sign up to The Best 90 Days Ever here! https://www.hicommunications.co.uk/best90daysever Episode 166: Being a Person Who is OrganisedIn this episode, Hannah Isted explores what it truly means to be "organised" in business and marketing. While she admits she hasn't always felt like an organised person, she shares the specific systems and mindset shifts that allow her to stay consistent and avoid the overwhelm of content creation.Hannah explains that organisation starts with a clear structure, beginning with a year-long marketing overview that identifies upcoming launches, holidays, and growth goals. She emphasises that planning ahead makes a person much more likely to follow through with their intentions. To support this, she highlights the importance of content batching sessions, which provide a "bank" of ideas and posts for an entire quarter, effectively removing the daily stress of wondering what to say.A central theme of the episode is the necessity of a dedicated "home" for your content. Hannah shares her personal reliance on Trello for organizing launches and seasonal content, though she notes that tools like Notion, Google Docs, or even a large sheet of paper can work as long as a consistent system is in place. She also discusses the benefits of using templates in Adobe Express or Canva, explaining how keeping these projects labeled and organised saves significant time when repurposing content from previous years.The episode concludes with a call to make a conscious mindset shift toward becoming an organised person. Hannah encourages listeners to gather their scattered ideas from notebooks and phone memos into one central place where they will actually be used. By putting these systems in place now, business owners can ensure that "future them" is grateful for the preparation and ease created for the year ahead.The Best 90 Days Ever: The next round of this marketing membership starts January 1st, featuring daily 10-minute tasks, goal setting, and community support via Slack.Year of Marketing in a Day: An exclusive workshop for members held on Thursday, January 8th, to plan out the entire year.Content Batching Session: A three-hour deep dive on Wednesday, January 21st, to create a quarter's worth of marketing material.Sponsor: This episode is sponsored by Xero, the small business accounting software designed to help you save time on admin and stay on top of your finances.

This week on Digi-Tools in Accrual World, John Toon joins Indi from Las Vegas to unpack a massive week in accounting tech. We cover Thomson Reuters' major move to integrate their PPC methodology with AI audit partners like Trullion and Fieldguide. We also break down Xero's two biggest announcements: the "JAX" powered automated bank reconciliation that learns from your history, and a complete overhaul of the dashboard into a "financial command center". Plus, we discuss the confirmation of a "soft landing" for MTD for Income Tax penalties and the UK Budget's surprise announcement mandating B2B e-invoicing by 2029. 0:00 Welcome to Digi-Tools in Accrual World! App News 02:49 Thomson Reuters Integrates PPC Methodology with AI Audit Partners 06:50 Xero Rolling Out JAX-Powered Bank Reconciliation 11:00 New Xero Homepage Dashboard Launched 16:03 Xero Celebrates Ecosystem Innovation with November Updates 17:34 MTD Penalty Soft Landing Confirmed 21:43 Budget 2025 Mandates E-Invoicing by 2029 22:50 Like and Subscribe!

Why Getting Paid on Time MattersLate payments don't just cause frustration — they damage your cashflow, restrict growth, and can force unnecessary borrowing. By tightening up your payment processes, you protect your business and create healthier financial habits.Clear Terms Make a Big DifferenceBefore any work begins, agree on:Payment terms in writingDeposit requirementsDue dates, instalments, or milestonesConsequences of late paymentThis sets expectations early and reduces misunderstandings later on.Use Digital Tools to Speed Up PaymentsDigital systems make invoicing smoother and faster. We recommend using modern accounting software such as Xero. It helps you:Send invoices instantlyTrack overdue paymentsAutomate remindersAccept online paymentsBe Clear, Be Direct, Be ConsistentCustomers respond better when communication is firm, polite, and regular. Keep to your procedures — don't let overdue invoices linger.Before the Due DateSend a friendly reminderConfirm they have everything they need to payOn the Due DateSend a clear message confirming payment is now dueAfter Payment Becomes LateSend a firm reminder without delaysCall if necessary — calls get resultsReinforce the agreed termsHow to Reduce Future ProblemsHere are steps that help prevent late payments altogether:Carry out basic credit checksAsk for deposits or staged paymentsUse direct debit or payment collection servicesImplement late payment charges where appropriateFinal ThoughtsGetting paid on time is not about chasing — it's about setting the right procedures. With clear communication, good systems, and strong boundaries, you protect your cashflow and strengthen your business.Useful LinksXero Implementation & SupportBook a Call with I Hate NumbersI Hate Numbers YouTube ChannelBe sure to follow and subscribe to the I Hate Numbers podcast for weekly episodes that help you plan it, do it, and profit.

In this highly practical episode of the SpeakersU Podcast, James Taylor and Maria Franzoni share the essential tools they use every day to run successful, scalable speaking businesses. From payments and scheduling to CRM systems, international banking, SEO, video production, writing, and travel management, this episode delivers a full behind-the-scenes tour of a modern professional speaker's tech stack. Maria reveals how she automates coaching bookings end-to-end using Stripe, Calendly, Zapier, Xero, and Zoom, plus the browser tools she relies on for productivity, documentation, and client management. James shares the marketing, SEO, video, writing, and travel tools that power his global keynote career including Kajabi, SEMrush, Ecamm Live, Scrivener, eSpeakers, and TripIt Pro. If you want to save time, increase your efficiency, improve your marketing, streamline your finances, and stay sane on the road, this episode is a must-listen.     Key Takeaways Automate your bookings and payments to remove admin friction using Stripe, Calendly, Zapier, Xero, and Zoom. Choose your ecosystem wisely with an all-in-one platform like Google Workspace or a diversified stack for redundancy. Kajabi is a powerhouse for speakers running courses, memberships, websites, and email marketing in one place. Scribe creates instant SOPs by recording your screen and auto-generating training documentation. Wise saves thousands in international banking fees for globally travelling speakers. eSpeakers simplifies lead tracking, contracts, and inquiry management for professional speakers. TextExpander massively boosts productivity with smart text shortcuts across all devices. Scrivener is ideal for long-form writing including books and keynote research. Pipedrive offers a clean, mobile-friendly CRM with real-time proposal tracking. TripIt Pro is a game-changer for global travel management with live itinerary updates and travel analytics. SEMrush reveals keyword gaps and competitive SEO strategy for authority positioning. Ecamm Live enables professional virtual keynotes and multi-camera live broadcasting.     Memorable Quotes "Stripe, Calendly, Zapier, Xero, and Zoom all talking to each other changed my life." – Maria Franzoni "Why are we paying five different companies when one system can do most of it?" – James Taylor "Scribe builds your SOPs while you work. It's magic." – Maria Franzoni "Wise saved me an absolute fortune in international bank charges." – Maria Franzoni "If you want to rank number one in your topic, you have to invest in SEO tools." – James Taylor "TextExpander gives you your time back in the smallest, smartest way." – Maria Franzoni "TripIt Pro is my mission control for global travel." – James Taylor     Episode Timestamps 00:00 – Welcome and why tools equal ROI 01:27 – Maria's automated booking stack: Stripe, Calendly, Zapier, Xero, Zoom 03:05 – Dropbox vs Google Workspace debate 06:25 – Fathom AI meeting notes and cloud backups 08:44 – Kajabi for courses, memberships, websites, and email 11:35 – Scribe for instant SOP creation 13:12 – Tea etiquette and British cultural detour 14:23 – eSpeakers for speaker CRM, contracts, and inquiries 16:08 – Wise for international payments and currency accounts 18:41 – Ecamm Live for virtual keynotes and livestreaming 20:27 – GoFullPage for capturing entire web pages 21:31 – SEMrush for competitive SEO tracking 23:57 – TextExpander for instant productivity gains 26:31 – Scrivener for book writing and keynote creation 28:40 – Pipedrive CRM with email, LinkedIn, and pipeline tracking 31:18 – TripIt Pro for global travel stats and itineraries 34:00 – Wrap-up and future episode on physical gear    

In this third and final part of the client-finding series, Jo and Zoe move beyond foundations and personal branding into advanced, “pro-level” strategies for winning bookkeeping clients through referrals. They break down how to turn happy clients into loyal advocates who consistently recommend you, so your pipeline fills without you constantly hustling for every new lead. They explore what it really takes to deliver a repeatable, gold-standard service – from onboarding and communication to spotting opportunities and supporting business growth – so clients feel safe, seen, and excited to talk about you. Jo and Zoe also discuss building a simple referral “programme” (without it feeling awkward or salesy), using testimonials and case studies effectively, and how to talk about capacity so clients know you're open for new work without worrying you're too busy for them. The episode wraps up by pulling together all three levels of the series: foundations, personal brand, and referrals. ----------------------------------------------- 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 ----------------------------------------------- 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 ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- 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.

Ariel Harmoko is the Co Founder and CEO of Artifact AI. Ariel joined James and Hector for a conversation that moves from race tracks to reconciliation engines.Ariel grew up in Jakarta, was thrown into Go Karts at eight, and went on to race professionally all the way to Formula 3 alongside the likes of Lando Norris and George Russell. That early immersion in high performance teams, engineering and discipline shaped how he now operates as a founder.He shares how a love of maths and science took him to boarding school in the UK, then into machine learning research at Cambridge while still a teenager, working on early diagnosis in medtech and later deploying internal GPT tools at JP Morgan.Today Ariel is building Artifact AI, an “agent accountant” that sits on top of existing ledgers like Xero, QuickBooks and NetSuite. The product tackles two huge problems for accounting firms. Fragmented legacy stacks and chronic staff shortages. Ariel explains how their agents ingest data, reconcile, post to ledgers and learn from human review, and why accuracy, auditability and trust are non negotiable in this space.The conversation covers selling into one of the most conservative industries on earth, founder led FDE style implementations, why advisory is the real margin in accounting, and how vertical AI and agentic workflows could reshape professional services. Everyday AI: Your daily guide to grown with Generative AICan't keep up with AI? We've got you. Everyday AI helps you keep up and get ahead.Listen on: Apple Podcasts Spotify

Are accountants no longer “professionals”? We unpack the DOE proposal that could slash grad loan limits—and what AICPA/NASBA plans to do about it. Plus: Deloitte's AI-made citations, EY's audit turnaround, PwC's end‑to‑end AI audit ambitions, and OpenAI's circular investment into accounting rollups. We also cover Xero's new auto‑reconcile, Intuit's small‑biz data ad play, and two practical wins: Google's shared inboxes and unexpected networking tactics for landing that first job.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casACFE - http://accountingpodcast.promo/acfeOnPay - http://accountingpodcast.promo/onpayChapters(00:00) - Introduction and Podcast Overview (00:44) - Headline: Accountants No Longer Professionals? (02:18) - Department of Education's Proposal and Reactions (03:50) - Implications for Accounting Students and Professionals (09:28) - Deloitte's AI Work Swap Controversy (12:46) - EY's Audit Quality Improvements (20:56) - Economic Update: Tariffs and Job Market (34:02) - Circular AI Investments: A Closer Look (36:31) - AI Tools for Accountants: New Features (39:32) - Xero's New Pricing and AI Policies (49:13) - PWC's AI-Driven Audit Automation (52:39) - Google Workspace Shared Inboxes (55:49) - Dissolution of the Department of Government Efficiency (56:47) - Career Networking Tips for Accountants (01:01:16) - Outsourcing Talent: A Global Perspective  Show NotesDepartment of Education Accounting Professional Degree Classificationhttps://www.newsweek.com/full-list-degrees-professional-trump-administration-11085695 Accountants Inexplicably Deemed "Not Professional" Under OBBBA Student Loan Rules https://www.goingconcern.com/accountants-inexplicably-deemed-not-professional-under-obba-student-loan-rules/ Department of Education Unclassifies Accounting as a Professional Degree https://www.cpapracticeadvisor.com/2025/11/24/department-of-education-unclassifies-accounting-as-a-professional-degree/173875/ Deloitte allegedly cited AI-generated research in a million-dollar report for a Canadian provincial government https://fortune.com/2025/11/25/deloitte-caught-fabricated-ai-generated-research-million-dollar-report-canada-government/ Major N.L. healthcare report contains errors likely generated by A.I. https://theindependent.ca/news/lji/major-n-l-healthcare-report-contains-errors-likely-generated-by-a-i/ N.L. asks Deloitte to carry out review after 'incorrect' citations found in $1.6M provincial health planhttps://www.cbc.ca/news/canada/newfoundland-labrador/nl-deloitte-citations-9.6990216 OpenAI's investment into Thrive Holdings is its latest circular deal https://techcrunch.com/2025/12/01/openais-investment-into-thrive-holdings-is-its-latest-circular-deal/ Thrive-backed accounting firm Crete to spend $500 million in AI roll-up https://finance.yahoo.com/news/thrive-backed-accounting-firm-crete-130200467.html Crete PA plans $500 million spend to buy and upgrade accounting firms with AI https://www.accountingtoday.com/news/crete-pa-plans-500-million-spend-to-buy-and-upgrade-firms-with-ai OpenAI takes an ownership stake in Thrive Holdings to accelerate enterprise AI adoption https://openai.com/index/thrive-holdings/ Trump Tariffs: The Economic Impact of the Trump Trade War https://taxfoundation.org/research/all/federal/trump-tariffs-trade-war/ IEEPA Tariffs Are Down from April Threatshttps://taxfoundation.org/blog/ieepa-tariffs-rates-down-april-threats/Intuit SMB MediaLabs Audiences Now Available on The Trade Desk Platform https://investors.intuit.com/news-events/press-releases/detail/1288/intuit-smb-medialabs-audiences-now-available-on-the-trade-desk-platform-connecting-advertisers-with-small-and-mid-market-businesses Intuit SMB MediaLabs | Advertising Networkhttps://medialabs.intuit.com/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/AppleP...

In this second instalment of the three-part “How to Find Bookkeeping Clients” series, Jo and Zoe dive deep into why personal branding is essential for bookkeepers who want to grow their practices. Building on video one's “business foundations”, this episode explores how trust-building, visibility, reputation, and consistency help bookkeepers stand out in a crowded industry—especially in an online world filled with mistrust, catfishing, and AI-generated content. Through honest conversation, they unpack the mindset challenges bookkeepers face (especially introverted ones), discuss the shift away from hustle culture, and demonstrate how sharing values, lived experiences, and real-life content helps build genuine trust. They explain why your personal brand is what people say about you when you're not in the room—and how to intentionally shape that narrative. Jo and Zoe share practical strategies including content habits, storytelling, responding to audience engagement, writing blogs, and even publishing a book to elevate authority. In This Episode: Why personal branding matters for bookkeepers How to become “prolific” without working 24/7 What personal brand actually means (and what it doesn't) Overcoming fear of visibility, especially for introverts What content to share to build trust What NOT to post—staying aligned to your own values How to capture everyday moments as content Using blogging, articles, and books to elevate authority How Jo and Zoe built multiple brands through consistency How to start conversations that lead naturally to client work ----------------------------------------------- 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 ----------------------------------------------- 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 ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- 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.

This week, we're talking about something every hospitality person knows all too well: pain.Back pain. Neck pain. Shoulder pain. “I've been on my feet for 14 hours” pain. But what if… most of it isn't actually coming from your body?Enter Gemma McFall (Gemma McFall – Pain Reprocessing Therapist)— Chronic Pain Recovery Coach, former hotel HR leader, Disney alum, and the only person whose first hospitality shift involved covering herself in six bowls of soup.A true industry baptism.

Jarrod Adam is Head of Production & Distribution at The Access Group Explore how Unleashed helps small businesses thrive through AI-driven inventory management, smarter tools, and actionable data that streamline operations and empower strategic growth. Summary Today I'm speaking with Jarrod Adam, Head of Production & Distribution at The Access Group. In this episode, we talk about . . . how Unleashed empowers small businesses with actionable data, AI-powered tools, and integrated inventory solutions. Introduction to Jarrod Adam and his background in product management The story behind Unleashed and its acquisition by The Access Group Overview of the inventory and warehouse management landscape for SMBs Unleashed's value proposition for small businesses and advisors When and why to move from basic inventory in GL systems to dedicated inventory tools Implementation approach and onboarding process at Unleashed Unleashed's ecosystem: integrations with Xero, QuickBooks, Shopify, Amazon & more Evolving supply chain issues post-COVID and solutions like Advanced Inventory Manager (AIM) AI in Unleashed: Evo copilot, AI feed, and intelligent agents Partner Portal for accountants and bookkeepers – real-time client access Use of operational data for advisory services The Unleashed Manufacturing Health Index – valuable for advisory insights Discussion around the manufacturing “haves and have-nots” Closing thoughts on simplicity, design, and real value from software

This ep, Xero, Grue, CoinOps, and Dan talk about some of the things they've heard, seen, and read that somewhat prepared them for modern times.Links:https://www.neondystopia.com/https://www.patreon.com/neondystopia/https://rss.com/podcasts/l0wl1f3podcast/https://youtube.com/@l0wl1f3pod?feature=shareddiscord.gg/M6fGZERb7Zhttps://cyberpunklibrarian.com/

In this first video of a three-part series on finding bookkeeping clients, Jo and Zoe break down the beginner foundations you need in place to win your first few clients with confidence. They talk honestly about the fear, vulnerability and “baggage” that new bookkeepers bring when they leave employment, and why that very first client matters so much for your belief, validation and momentum. Through their own stories of landing first clients (via a husband's creative contacts and a neighbour over the garden fence), they show how powerful your existing network can be when you give people a clear, repeatable message about what you do. The episode covers pricing your first jobs, why working for free often backfires, how branding and pricing are linked, and the practical basics you need: a simple online presence (LinkedIn + maybe a one-page website), a clear call to action to book a call, and local networking – approached as relationship-building, not “selling to everyone”. This sets the foundation for the next videos in the series on advanced and referral strategies. One of the biggest questions we see in the 6 Figure Bookkeepers community is: “How do I actually find bookkeeping clients?” In this first video of our three-part series, Jo and Zoe walk you through the beginner stage of finding clients – the foundations that make everything else easier: Getting clear on what you do and who you help in simple, repeatable language Using your nearest and dearest as your first “sales team” Setting up a basic online presence to validate you (even if you don't have a website yet) Why pricing, branding and confidence are all linked How to use networking without feeling salesy or desperate You'll also hear Jo and Zoe's real stories of finding their first clients – from a freelancer friend needing reassurance on her tax return to a neighbour's VAT returns that stayed at £50/month for far too long! This episode lays the groundwork so that advanced and referral strategies (coming in Videos 2 and 3) actually work. ----------------------------------------------- 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 ----------------------------------------------- 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 ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- 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.

Why do companies love hiring low skilled foreign workers Guest: Pierre Brochu, Associate Professor of Economics, University of Ottawa North Vancouver needs more education on E Scooters Guest: Tony Valente, North Van City Councillor John Rustad is daring David Eby to call an Election Guest: David Black, Associate professor, communication and culture, Royal Roads Black Friday and small business spending Guest: Ashalee Mohammed, Head of sales Canada, Xero accounting software Universities are cutting jobs and programs due to less revenue.  What does that mean for students? Guest: Cole Reinbold, Secretary-Treasurer, British Columbia Federation of Students What is a Performative Male? Guest: Jillian Sunderland, Ph.D. Candidate, Department of Sociology University of Toronto Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris O'Neill is a veteran tech leader and operator with 25+ years of experience leading products, scaling businesses, and turning around companies. He spent nearly a decade at Google, including senior leadership roles at Google X and as head of Google Canada. He went on to serve as CEO and Chairman of Evernote, where he helped stabilize the company and refocus its mission. More recently, he served as Chief Growth Officer at Xero, and now leads as CEO of GrowthLoop, a cutting-edge AI and data-driven customer growth platform. He also sits on the boards of several major companies (including Gap Inc.), advises high-growth startups, and invests in promising tech ventures.

The guys chat about the Nvidia worries which could sink the market, Xero's latest announcement disappoints investors again, Droneshield rings the bell, Adam's Tesla fail, ABC Bias Problems and Adir unleashes an epic quiz. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

There are calls for shoppers to choose smaller businesses this black Friday, and holiday season. Data from accounting service - Xero - reveals shifting just 10% of consumer spending from big to small retailers, could bring $11billion into independent businesses. That excludes spending like utilities, and transport. Xero Country Manager Bridget Snelling says consumers must consider shopping locally for the benefits. She says shopping locally improves our economy as small businesses make up 97 percent of all business nationwide. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In this episode, Jo and Zoe condense two decades of bookkeeping wisdom into just 29 minutes. They reflect on their biggest lessons, from pricing and mindset to boundaries and burnout, revealing the truths that transformed their businesses from £0 to six figures. They discuss why qualification is only the beginning, how to think like a business owner instead of a freelancer, and why value-based pricing is essential to scale sustainably. You'll also hear their honest take on overcoming imposter syndrome, setting meaningful goals, and learning to take care of yourself while running a successful bookkeeping practice. 2. Show Notes In this episode, you'll learn: How to avoid common mistakes when starting your bookkeeping practice. The truth about pricing — and why it should reflect value, not hours. How to shift from “doing the work” to owning a business. The power of goal setting and mapping your perfect profit & loss. Why self-care is part of your business strategy. ----------------------------------------------- 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 ----------------------------------------------- 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 ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- 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.

If you've got a cultural question or topic you'd like our hosts to tackle, now is your chance because we're preparing for our annual call-in show! Call and leave us a message with your cultural query at:  347-201-2397 On this week's show, Julia, Dana, Steve are off to the dystopian races with Edgar Wright's adaptation of The Running Man. Based on a novel by Stephen King and starring movie-star-to-be Glenn Powell, the film is chockfull of adrenaline and stylish wit but does it overcome its own authoritarian bleakness? They discuss with Slate's own Sam Adams. Next, they take a look at the oft-forgotten presidency and assassination of James A. Garfield in the Netflix limited series Death By Lightning, starring Michael Shannon, Matthew Macfadyen, and a whole lot of period accurate beards. Finally, they look to the heavens with the loftily ambitious, operatic, and polyglottal new album LUX by Rosalía.  In an exclusive bonus episode for Slate Plus subscribers, they continue their recap series and get into the twists and turns of the fourth episode of Pluribus. Endorsements Dana: The 17th century nun and poet (a very Rosalía-like divine feminine) Sor Juana Inés de la Cruz and particularly the poem "The Ripcord of Love" as translated by Ada Límon. Steve: Joyce Carol Oates's iconic, lacerating subtweet for the ages—illustrated beautifully on Literary Hub—as well as the prolific author's essay about the novel We Have Always Lived In the Castle in The New York Review of Books. (Steve welcomes listener recommendations for their favorite Oates's novel.) Julia: The Alpine Men's Snow Boot from Xero, for when the Los Angeles Almanac predicts rain. Email us your thoughts at culturefest@slate.com.  Podcast production by Benjamin Frisch. Production assistance by Daniel Hirsch. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's show, Julia, Dana, Steve are off to the dystopian races with Edgar Wright's adaptation of The Running Man. Based on a novel by Stephen King and starring movie-star-to-be Glenn Powell, the film is chockfull of adrenaline and stylish wit but does it overcome its own authoritarian bleakness? They discuss with Slate's own Sam Adams. Next, they take a look at the oft-forgotten presidency and assassination of James A. Garfield in the Netflix limited series Death By Lightning, starring Michael Shannon, Matthew Macfadyen, and a whole lot of period accurate beards. Finally, they look to the heavens with the loftily ambitious, operatic, and polyglottal new album LUX by Rosalía.  In an exclusive bonus episode for Slate Plus subscribers, they continue their recap series and get into the twists and turns of the fourth episode of Pluribus. If you've got a cultural question or topic you'd like our hosts to tackle, now is your chance because we're preparing for our annual call-in show! Call and leave us a message with your cultural query at:  347-201-2397 Endorsements Dana: The 17th century nun and poet (a very Rosalía-like divine feminine) Sor Juana Inés de la Cruz and particularly the poem "The Ripcord of Love" as translated by Ada Límon. Steve: Joyce Carol Oates's iconic, lacerating subtweet for the ages—illustrated beautifully on Literary Hub—as well as the prolific author's essay about the novel We Have Always Lived In the Castle in The New York Review of Books. (Steve welcomes listener recommendations for their favorite Oates's novel.) Julia: The Alpine Men's Snow Boot from Xero, for when the Los Angeles Almanac predicts rain. Email us your thoughts at culturefest@slate.com.  Podcast production by Benjamin Frisch. Production assistance by Daniel Hirsch. Learn more about your ad choices. Visit megaphone.fm/adchoices

If you've got a cultural question or topic you'd like our hosts to tackle, now is your chance because we're preparing for our annual call-in show! Call and leave us a message with your cultural query at:  347-201-2397 On this week's show, Julia, Dana, Steve are off to the dystopian races with Edgar Wright's adaptation of The Running Man. Based on a novel by Stephen King and starring movie-star-to-be Glenn Powell, the film is chockfull of adrenaline and stylish wit but does it overcome its own authoritarian bleakness? They discuss with Slate's own Sam Adams. Next, they take a look at the oft-forgotten presidency and assassination of James A. Garfield in the Netflix limited series Death By Lightning, starring Michael Shannon, Matthew Macfadyen, and a whole lot of period accurate beards. Finally, they look to the heavens with the loftily ambitious, operatic, and polyglottal new album LUX by Rosalía.  In an exclusive bonus episode for Slate Plus subscribers, they continue their recap series and get into the twists and turns of the fourth episode of Pluribus. Endorsements Dana: The 17th century nun and poet (a very Rosalía-like divine feminine) Sor Juana Inés de la Cruz and particularly the poem "The Ripcord of Love" as translated by Ada Límon. Steve: Joyce Carol Oates's iconic, lacerating subtweet for the ages—illustrated beautifully on Literary Hub—as well as the prolific author's essay about the novel We Have Always Lived In the Castle in The New York Review of Books. (Steve welcomes listener recommendations for their favorite Oates's novel.) Julia: The Alpine Men's Snow Boot from Xero, for when the Los Angeles Almanac predicts rain. Email us your thoughts at culturefest@slate.com.  Podcast production by Benjamin Frisch. Production assistance by Daniel Hirsch. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us this week for The Tech Leaders Podcast, where Gareth sits down with Kate Hayward, UK Managing Director at Xero. Kate talks about how AI can make life easier for small business owners, the new skills the next generation of accountants will need, and how organisations can manage maternity leave for the benefit of everyone. On this episode, Kate and Gareth discuss how gymnastics breeds discipline, why Britons are generally lacking in financial literacy, and the three things Kate looks for when starting a new job. Timestamps: Good Leadership and Early Career (1:45) Xero – The "Gangly Teenager Phase" (9:00) Career or Family, or Both… (13:00) Discipline and Gymnastics (20:30) Financial Literacy and Entrepreneurship (24:20) Xero and AI (31:35) New Skills for Accountants (42:30) Tips to stay Organised, and Advice for 21-year-old Kate (45:45) Hopes and Fears for Future of AI (48:00) https://www.bedigitaluk.com/

I've been running my business since 2017, and I've made some serious mistakes along the way. Some cost me money. Some cost me time. And one nearly cost me my entire business.Today I'm taking off the rose-colored glasses and sharing 5 mistakes I wish I could go back and warn past-Lauren about – from chasing quick fixes that never materialized, to ignoring my finances until the debt piled up, to saying yes to so many things that I burned out completely.If you've ever felt like you're spinning your wheels, working hard but not gaining traction, or wondering why that strategy that worked for someone else isn't working for you – this episode might just save you years of trial and error.NEXT EPISODE→ What I Did to Break Through BurnoutSHOW NOTES→ Learn more about Xero (and get 90% off the next 6 months at the time of this episode's release!)WHEN YOU'RE READY

Send us a textWelcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.In this episode, we pull apart accounting tech stacks so you know what you need and what would be nice to have.In this episode you'll hear:Complete accounting stack breakdownThe business stack that'll scaleWhat you actually need to startSolutions to common tech issuesResources mentioned in this episode:Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8EfsStart your free trial of Xero: https://xero5440.partnerlinks.io/xirpf8p1xkozAccountants & Bookkeepers: become a Xero partner: https://xeroamericas.partnerlinks.io/79afz10exu7dAlyssa Lang's Kickoff With Asana: https://serenashoup.krtra.com/t/41Ux6YmOFQYfQuickBooks Online: https://www.referquickbooks.com/s/Serena4Relay Bank: https://relayfi.com?referralcode=ShoupCPAGusto Payroll: https://gusto.com:/partners/i/serena591Dubsado: https://www.dubsado.com/?c=shoupcpaCanva: https://www.canva.com/join/relish-scale-floristicClockify: https://clockify.me/?fpr=qyebl2Google Workspace: https://referworkspace.app.goo.gl/Xo4GKajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nuDouble (Formerly known as Keeper): https://keeper.app/?via=serenaOpenPhone: https://openph.one/referral/XA0kFFRThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Subscribe to stay in the know about Black Friday: ambitiousbookkeeper.com/subscribeBlack Friday Sale happens November 28 - Dec 2 Get access to the Dubsado Decoded Private Podcast Series here>>

Xero has seen its half-year profit jump 42% but its shares still fell 9% on the news... as investors worry about the its big US push. Google has released a huge batch of new AI shopping tools that are planning to make your online browsing a whole lot easier. VISA has launched a pilot program that allows businesses to payout stablecoins straight into digital wallets. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Financial Intelligence. Nikola Jakic from Compass App AI combines your financial data with context to give you confident decision-making.Summary of PodcastIntroductions and backgroundKevin and Graham introduce themselves and welcome their guest Nikola Jakic. Nikola is the founder of a financial AI tool called Compass AI. He provides background on how he came up with the idea for Compass AI based on his experience as a CEO of a software company. Then he discusses the limitations he faced in managing the financial aspects of the business.Overview of Compass AINikola explains that Compass AI combines a company's financial data with business context. Doing this provides insights and recommendations to help founders and fractional CFOs make better decisions. The tool can connect to accounting systems like Xero and QuickBooks, categorise transactions, generate forecasts, and allow users to interact with the data through natural language prompts.Target market and positioningKevin and Graham discuss how Compass AI is positioned to serve small and medium-sized businesses. This as opposed to targeting the enterprise market that many financial software tools focus on. Nikola shares that his initial target audience was founders, but he has also found interest from fractional CFOs who can use the tool to provide more value to their clients.Competitive landscape and growth strategyThe group explores Compass AI's competitive landscape, noting that while there are tools targeting CFOs and larger enterprises. He explains there is less focus on the small business market that Nikola is pursuing. They discuss Nikola's strategy of starting with founders and growing with them as their businesses scale, rather than chasing the enterprise market directly.Recap and next stepsGraham and Kevin provide a positive recap of the discussion and encourage Nikola to continue focusing on his target market and leveraging the natural, conversational style he demonstrated during the podcast. They express enthusiasm for the product and suggest ways Nikola could use snippets of the conversation for marketing purposes.The Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. He's the founder of MicroYES, a Partner for MeclabsAI, where he introduces AI Agents that you can talk to, that increase engagement, dwell time, leads and conversions. Now, Graham is offering Answer Engine Optimisation that gets you ready to be found by LLM search.Kevin ApplebyKevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

Are you sinking thousands into third-party invoicing tools — when your accounting software and payment gateway can handle everything without extra fees or subscriptions?In this video, Maria breaks down the high costs of popular invoicing platforms like Bill.com, Chargebee, and Chargezoom — from monthly subscription fees to the extra percentages they take off every transaction. She explains how connecting your existing accounting software (like QuickBooks or Xero) directly to your own payment gateway can eliminate those costs, simplify billing, and give you full control of your client data.Maria compares popular third-party invoicing software to the modern-day solution, uncovering why these tools have become an unnecessary layer.✅ Solve your invoicing woes by integrating your gateway directly with your accounting system — it's faster, cheaper, and smoother than you think.

SBS Finance Editor Ricardo Gonçalves speaks with Xero CEO Sukhinder Singh Cassidy following the accounting software group's 42% rise in half-year profit to find out where growth is coming from and how it is using AI; Devika Shivadekar from RSM Australia goes through the better-than expected labour force report to explain what it means for interest rates; plus the market reaction with Zoran Kresovic from Blueberry Markets.

6 Figure Bookkeeper Key links: https://linktr.ee/6fb Links to all the stuff we mention

Send us a textWelcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.In this first session, we talked about imposter syndrome, limiting beliefs that hold us back, and the big scary topics everyone's whispering about: AI and market saturation.In this episode you'll hear:The truth about AI and your bookkeeping careerWhy market saturation is a mythThe difference between bookkeeping and accountingHow to flip the script on your limiting beliefsResources mentioned in this episode:Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8EfsStart your free trial of Xero: https://xero5440.partnerlinks.io/xirpf8p1xkozAccountants & Bookkeepers: become a Xero partner: https://xeroamericas.partnerlinks.io/79afz10exu7dThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Subscribe to stay in the know about Black Friday: ambitiousbookkeeper.com/subscribeBlack Friday Sale happens November 28 - Dec 2 Get access to the Dubsado Decoded Private Podcast Series here>>

We started 2025 with a list of big goals… and quickly realised most of them were useless.In this episode, we break down why traditional goal-setting failed us, what happened when we focused on just two things, and how clarity, resilience, and self-awareness changed everything.We also talk about:– The importance of risk profiles & ambition– What “being in the arena” really looks like– Growth vs. parenting, balance, and burnoutThis episode was brought to you by Xero. Supercharge your business with the help of Xero accounting software. With more ways to pay, clearer cash flow, and powerful insights all in one place, you can say ‘so long' to endless admin and hello to business control like never before. Try Xero free for 30 days, terms apply.Subscribe or follow us wherever you get your podcasts to make sure you never miss an episode! Hosted on Acast. See acast.com/privacy for more information.

Today on What the Flux: In Conversation, we’re excited to welcome Lee Hatton Lee is Block’s Financial Operations Lead,. Block being the $45 billion USD global fintech giant. It’s the company behind Cash App, Square, music platform TIDAL and of course Afterpay, She started her career in financial services roles across New Zealand, Australia, the UK, and the US before becoming CEO of UBank. From there, she led Suncorp’s Banking & Wealth arm, served on the Xero board, and joined Afterpay just before it became part of Block in 2022. In this conversation, we explored a whole range of fascinating topics including: Bitcoin’s real-world impact and Block’s role in accessibility Building an open global financial ecosystem Lessons in leadership, resilience, and priorities _ Want to learn more about Block? Check out their latest updates here Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

This ep, Scum tells Xero, CoinOps, and Dan about one of his favorite movies. It's still spooky season as far as we're concerned. Let's all go to Midian.Links:https://www.neondystopia.com/https://www.patreon.com/neondystopia/https://cyberpunklibrarian.com/https://rss.com/podcasts/l0wl1f3podcast/https://youtube.com/@l0wl1f3pod?feature=shareddiscord.gg/M6fGZERb7Z

For episode 622 of the BlockHash Podcast, host Brandon Zemp is joined by Eli Danziger, Head of Product for North America for Xero to discuss their new superagent called JAX. ⏳ Timestamps: (0:00) Introduction(1:04) Who is Eli Danziger?(3:13) Superagent JAX(5:32) How customizable is JAX?(7:32) JAX built into Xero ecosystem(8:18) JAX use-cases(9:47) Ensuring JAX is safe for users and businesses(12:48) Xero at Money20/20(14:17) Xero roadmap(15:12) Get in contact with Xero

Today on What the Flux: In Conversation, we’re excited to welcome Lee Hatton Lee is Block’s Financial Operations Lead,. Block being the $45 billion USD global fintech giant. It’s the company behind Cash App, Square, music platform TIDAL and of course Afterpay, She started her career in financial services roles across New Zealand, Australia, the UK, and the US before becoming CEO of UBank. From there, she led Suncorp’s Banking & Wealth arm, served on the Xero board, and joined Afterpay just before it became part of Block in 2022. In this conversation, we explored a whole range of fascinating topics including: How growing up in small-town New Zealand shaped her drive to lead The bold career moves that built her global perspective What she’s learned leading in banking vs fintech _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Today, we have Angad Soin, the Managing Director for Australia & New Zealand and Global Chief Strategy Officer at Xero. Xero is the cloud-based accounting software that started in New Zealand, listed in Australia and now had 4.4 million subscribers globally in over 180 countries. Angad joined Xero back in 2021, he was elevated to lead Xero’s global strategy function in 2023 and late last year, he took on the added responsibility of leading Xero in Australia and New Zealand - Xero’s biggest region. In this conversation, we explored a whole range of fascinating topics including: How success often comes from doing the things counter to the obvious  To scale globally, Xero needed to do less in a few places really well How the “Rule of 40” has evolved into the “Rule of X” because the market rewards growth more than it rewards pure cash flow _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Send us a textsome links are affiliate linksIn this episode, I'm walking you through one of my absolute favorite tools for keeping your business audit-proof: Hubdoc. I'll show you exactly how we use it at Of Course Financial to help our clients manage their supporting business documents digitally, save hundreds of hours every year, and stay compliant with IRS requirements. Plus, I've got some exciting announcements about upcoming Xero tutorials, the Bookkeeping Biz Workshops re-airing, and our Black Friday sale!In this episode you'll hear:How Hubdoc automatically organizes receipts, invoices, and statements by vendorStep-by-step process for uploading, reviewing, and categorizing documents in Hubdoc before pushing them to Xero or QuickBooksPro tips on avoiding duplicate entries and keeping your books clean while building an audit-proof paper trailResources mentioned in this episode:https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keepFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>Grab my FREE Start your Bookkeeping Biz Checklist >>Grab my FREE New Client Onboarding Templates >>For new bookkeepers:Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >>For creators:Become a client at my firm, Of Course Financial >>For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit my website: ambitiousbookkeeper.comSubscribe to my Newsletter ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript**Buzzsprout**AFFILIATE DISCLAIMERWe participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.Get access to the Dubsado Decoded Private Podcast Series here>>

In this episode, we dive into the often-overwhelming world of building a tech stack for your coaching business! We know the thought of sorting through all the technology options can make your eyes glaze over, but fear not! We break it down into manageable pieces, discussing everything from accounting software to payment processors, calendaring systems, and even email marketing tools. Adding tech to your process should save you time and money, not cause you headaches and cost you cash. Our goal is to help you streamline your processes so you can focus on what you do best – coaching! Are you ready to take your coaching business to the next level? Listen in as we share our personal experiences with different tools and provide recommendations that can help you build a solid tech foundation for a thriving coaching practice.