The Strategic Bookkeeper Podcast

Jeannie used to believe great sellers were born that way — confident, charismatic, effortless.Then she discovered the truth:The best sellers aren’t “good at selling.”They just have a system that does it for them.And once she cracked that code, everything changed — easier yeses, better clients, no price drama.This week’s episode of The Strategic Bookkeeper Podcast dives straight into that shift.Inside, Jeannie reveals:✨Why most bookkeepers accidentally make selling harder than it needs to be✨ The conversion system that does the heavy lifting — step by step✨ How to create an instant “I feel safe with you” connection✨ The cues that move clients from unsure to confident and ready to goIf you’ve ever wished selling felt easier… this is the episode you needed yesterday.A better system = better clients = better business. Start here. ▶️—📌 Podcast resources:The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype #BookkeeperSelling #BookkeeperMarketing #ClientConversion #ValueBasedSelling #StopCompetingOnPrice #PracticeGrowth #BookkeepingStrategies #StrategicBookkeeping #ProfitablePractice #BookkeepingPractice #TheStrategicBookkeeper #JeannieSavage

Most bookkeepers think growth comes from big, dramatic changes. Truth is, it rarely does.It comes from the tiny, almost invisible moments your clients notice instantly.The way your website feels.How fast you reply.How clear you are about “what happens next.”These little hinges swing very big doors — enquiries, conversions, retention, referrals.Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she breaks down exactly how to use those micro-moments to create a customer experience that feels effortless for you… and unforgettable for your clients.Here’s what you’ll walk away with:The micro-shifts that instantly position you as the confident, capable expert clients wantA simple 7-step framework to upgrade every touchpoint — without adding more workHow tiny improvements compound into rock-solid retention and “forever clients”If you want better clients, easier conversions, and a practice that grows without the grind — this episode is your next move. Tune in NOW 💼—📌 Podcast resources:The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype #ClientExperience #CustomerExperience #ClientConversion #ClientRetention #ForeverClient #PracticeGrowth #BookkeepingStrategies #StrategicBookkeeping #ProfitablePractice #BookkeepingPractice #TheStrategicBookkeeper #JeannieSavage

🐘 There’s a pink elephant in a tutu dancing through the bookkeeping industry… and no one’s talking about it.So Jeannie did. 👇Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she calls out the BIG shift happening right under your noses — the rise of advisory and AI — and why bookkeepers who lean in now will be the ones who thrive next.This isn’t about being “techy.”It isn’t about knowing everything.It’s about recognising the moment… and choosing to grow with it.Here’s what you’ll walk away with:clarity on what advisory actually looks like in a real practicehow to use AI to increase your value, not your workloadpractical ways to create more profit without taking on more clientsthe confidence to explore new opportunities without feeling overwhelmedIf you’ve been feeling the nudge toward more in your practice, this one will land. Hit PLAY now. ▶️—📌 Episode resources:XeroCon Presentation (Advisory + Automation): https://youtu.be/7sgp5fnPTTw The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype The Strategic Bookkeeper eBook: https://drive.google.com/file/d/1XKRNQFrVHmh76RmvVjEaL8P68nngDzBI/view?usp=sharing#BookkeepingAdvisory #AIForBookkeepers #BookkeeperEvolution #FutureOfBookkeeping #LevelUpYourPractice #BookkeeperMindset #BookkeepingBlueprint #BookkeepingStrategies #StrategicBookkeeping #ProfitablePractice #BookkeepingPractice #TheStrategicBookkeeper #JeannieSavage #WomenInBusiness

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. 🎧 Listen to Part 2 NOW.—🎯 A plan only works when it’s matched to the right stage.The Archetype Quiz shows you where you sit today, so you’re building from solid ground — not guesswork.👉 Take the quiz here: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype 📌 Episode link/s:The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing #PlanForSuccess #2026Goals #GoalSetting #SixFigureBookkeeper #ProfitAndFreedom #BookkeepingBlueprint #BookkeepingStrategies #StrategicBookkeeping #ProfitablePractice #BookkeepingPractice #TheStrategicBookkeeper #JeannieSavage #WomenInBusiness #AlignedSuccess

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: 💡 Reflect on what really worked — and what needs to change 📈 Set clear, achievable income and lifestyle goals for 2026 🌿 Build a business that supports your freedom, not drains itThis isn’t about hustling harder, it’s about getting intentional.🎧 Hit play and start shaping the best out of 2026 now.—✏️ Don’t guess where to start — get clear. The Bookkeeper Archetype Quiz shows you exactly where you are in your journey and the smartest next step to make 2026 your breakthrough year.👉 Take the quiz here: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype 📌 Episode link/s:The Blueprint Path Workshop: https://thestrategicbookkeeper.global/blueprint-path The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing #PlanForSuccess #2026Goals #GoalSetting #SixFigureBookkeeper #ProfitAndFreedom #BookkeepingBlueprint #BookkeepingStrategies #StrategicBookkeeping #ProfitablePractice #BookkeepingPractice #TheStrategicBookkeeper #JeannieSavage #WomenInBusiness #AlignedSuccess

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: 💡 How to explain cashflow in a way business owners instantly understand 💬 How to use simple visuals to make your advice land (and stick) 🚀 How to shift from “doing the books” to being the trusted voice clients rely on when things get toughBecause oftentimes, the smallest shifts in how we communicate can completely change the way our clients see us — and themselves. This episode will help you make that shift. 🎧 Listen in.🎯 Want to bring this level of clarity to every client conversation?Join me for The Blueprint Path Workshop (Nov 3–7) — a five-day experience designed to help you grow a practice that’s profitable, balanced, and built around you.Because when you lead with confidence and strategy, your clients feel it too.[Join the workshop ➜ https://thestrategicbookkeeper.global/blueprint-path] —📌 Episode link/s:The Blueprint Path Workshop: https://thestrategicbookkeeper.global/blueprint-path Know more about Float: https://www.floatapp.com/ The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing #CashFlow #ProfitAndCashFlow #AdvisoryServices #BookkeepingAdvisory #FinancialClarity #ClientConversations #FloatApp #BookkeepingJourney #BookkeepingPracticeSuccess #WomenInBusiness #BookkeeperTransformation #PricingForProfit #BookkeepingBlueprint #InvestInYourPractice #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #BookkeepingTips #JeannieSavage

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 👇💡 Confidence to quote what you’re truly worth — without second-guessing yourself💬 Words that help clients instantly understand your value (and say “yes” faster)🚀 Small shifts that make your practice look and feel premium📈 A clear path to earning more without working longer hoursIf you’ve been holding yourself back, this episode is your reminder: you’re worth more than your hourly rate. 💛🎧 Hit PLAY now.⚡What Julianna did wasn’t magic — it was a method.And that’s exactly what I’ll be sharing at the Blueprint Path Workshop.Across five days, we’ll slow down, get clear, and build the foundations for a business that gives you more profit, time, purpose, and joy.👉 [Join free: https://thestrategicbookkeeper.global/blueprint-path] —📌 Episode link/s:The Blueprint Path Workshop: https://thestrategicbookkeeper.global/blueprint-path The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing #ValueBasedPricing #PricingConfidence #PricingStrategy #ChargeWhatYoureWorth #ClientConversations #BookkeepingJourney #BookkeepingPracticeSuccess #WomenInBusiness #BookkeeperTransformation #PricingForProfit #BookkeepingBlueprint #InvestInYourPractice #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #BookkeepingTips #JeannieSavage

What’s harder than starting a bookkeeping practice?Starting again — after 20 years.That’s exactly what Marianne Davies did.She walked away from the chaos, rebuilt from the ground up, and completely transformed her business — adding over $100K in profit and reclaiming her weekends.No magic. No luck.Just strategy, systems, and guts.Join Jeannie and Marianne in this week’s episode of The Strategic Bookkeeper podcast as they unpack the exact steps that helped Marianne reset, turn her practice (and life) around – and how you can do it too.You’ll discover:💡 The pricing framework that doubled her profit — without losing a single client💡 The systems that freed her from working nights and weekends💡 The mindset shift that helped her fall back in love with her businessIf you’ve ever felt stuck in the grind, this episode is your permission — and your plan — to start fresh.🎧 Listen now.✨ Want to map out your own reset?Join me live for The Blueprint Path Workshop — a free, 5-day experience running November 3–7 where I’ll personally guide you to build more profit, time, purpose, and joy into your business.👉 [Save your free seat now: https://thestrategicbookkeeper.global/blueprint-path] —📌 Episode link/s:The Blueprint Path Workshop: https://thestrategicbookkeeper.global/blueprint-path The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing #The20YearReset #StartFresh #BookkeeperInspiration #DreamOnYourTerms #BookkeepingJourney #BookkeepingPracticeSuccess #WomenInBusiness #BookkeeperTransformation #PricingForProfit #SystemsThatScale #BookkeepingBlueprint #InvestInYourPractice #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #BookkeepingTips #JeannieSavage

Michelle thought a “secure job” meant safety — until she realised it was the thing holding her back.Fast-forward seven months: she’s grown her own bookkeeping business, earned $100K in seven months, and built that same practice around her life, not the other way around.In this week’s episode of The Strategic Bookkeeper Podcast, Jeannie and Michelle dive into the real shifts that made it all possible — from reworking her pricing and creating stable, recurring income, to stepping into the role of confident business owner.They also talk about what really matters when you’re scaling: valuing your time ⌛, protecting your peace 🧘‍♀️, and surrounding yourself with people who keep you accountable (and inspired) ☀️🎧 Tune in now.💡 If Michelle’s story hit home, take it as your sign.Join me in The Blueprint Path where we’ll turn ideas into action and map out your next big leap.No fluff, no guesswork — just a clear plan to grow your practice and your freedom. 👉 Grab your spot here: https://thestrategicbookkeeper.global/blueprint-path⁠ —📌 Episode link/s:The Blueprint Path Workshop: https://thestrategicbookkeeper.global/blueprint-path The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing #FromEmployeeToEntrepreneur #WorkLifeFreedom #FreedomThroughProfit #ProfitAndPurpose #BookkeepingJourney #BookkeepingPracticeSuccess #WomenInBusiness #BusinessGrowth #BookkeepingBlueprint #BookkeepingStrategies #InvestInYourPractice #SuccessfulBookkeeping #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #BookkeepingTips #JeannieSavage

🚦 Every bookkeeper faces a choice. Take the long, exhausting road I once did… …or take the shortcut to profit and freedom.When I started my practice, I made every mistake in the book. I worked harder, charged wrong, burned myself out — and stayed stuck for years.The difference between then and now? I finally discovered the shifts that matter. Once I applied them, my practice transformed — and yours can too.🎙️ In this week’s episode of The Strategic Bookkeeper Podcast I share: ✨ The pricing move that doubled my profits in 48 hours ✨ Why technical skill alone will never scale your practice ✨ How to attract clients who value you (without racing to the bottom) ✨ The five big keys that unlock income, time, and freedomThis isn’t about me telling war stories — it’s about you taking the shortcut. I wasted years figuring it out. You don’t have to.🎧 Tune in now and start building the practice (and life) you really want.—⚡ Are you still taking the long road? It’s time for the shortcut. My free Blueprint Path Workshop Series kicks off this November — 5 days, practical strategies, real results. Reserve your FREE seat today: http://thestrategicbookkeeper.global/blueprint-path📌 Episode link/s:The Blueprint Path Workshop: https://thestrategicbookkeeper.global/blueprint-path The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing #DoubleYourProfit #ValueBasedPricing #TimeFreedom #BookedButBroken #BookkeepingMistakes #BookkeepingBlueprint #BookkeepingStrategies #SuccessfulBookkeeping #BookkeepingPractice #StrategicBookkeeping #ProfitablePractice #TSBprogram #TSBtransformationprogram #TheStrategicBookkeeper #BookkeepingGuide #JeannieSavage

🚨 Bookkeepers: Skills + clients aren’t enough. That’s the harsh truth Jeannie discovered in her first year of practice — her “baptism of fire.” She thought being technically good and getting clients would be all she needed. Instead, she ended up overworked, underpaid, and nearly burnt out.Here’s what she learned the hard way: 👉 Being a great bookkeeper is the baseline. Building a thriving practice takes more.Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she shares the success factors that separate the “booked but broken” from those who create profitable, lifestyle-aligned businesses.Here’s a sneak peek: • Why education (both free + paid) is a game-changer for your growth • How to turn productivity into your superpower (without working longer hours) • The mindset shift that makes clients pay more and respect your value • Why simplicity beats hustle every single timeThis isn’t about doing more — it’s about doing the right things. 🎧 Tune in now and find out what really drives success ▶️💡 The Blueprint Path workshop is where Jeannie takes these success factors even further — with live coaching and the chance to win a $5,000 strategy session. Register free: http://thestrategicbookkeeper.global/blueprint-path📌 Episode link/s:The Blueprint Path Workshop: https://thestrategicbookkeeper.global/blueprint-path The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing #BookkeeperSuccessFactors #ConfidentCapableBookkeeper #BookkeepingMindset #SimplifyToSucceed #BookkeepingBlueprint #bookkeepingstrategies #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingprogram #successfulbookkeeping #bookkeepingbusiness #bookkeepingpractice #strategicbookkeeping #bookkeepingguide #jeanniesavage

Every bookkeeper fits into one of four archetypes: ➡️ Startup or Growing ➡️ Busy/Booked but Broken ➡️ 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.💡 Ready to go deeper? Registration is now open for my Blueprint Path workshop series this November — designed to give you a clear roadmap into 2026 with profit, freedom, and clients you love. [Register here → https://www.thestrategicbookkeeper.global/blueprint-path]📌 Episode link/s:The Blueprint Path Workshop: https://www.thestrategicbookkeeper.global/blueprint-pathThe Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing #BookkeepingArchetype #BookkeeperArchetype #BookkeepingBlueprint #BookkeepingRoadmap #BookkeepingAdvisory #bookkeepingstrategies #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #successfulbookkeeping #bookkeepingbusiness #bookkeepingpractice #strategicbookkeeping #bookkeepingguide #jeanniesavage

At XeroCon last week, Jeannie dropped a truth bomb: bookkeeping alone will never give you the income or lifestyle you deserve.She’s seen it firsthand — bookkeepers who were once exhausted and underpaid have transformed their practices into small but mighty businesses that deliver six-figure incomes and real time off. Their secret? Leaning into advisory and automation.If you missed Jeannie live at Xerocon, the good news is she’s brought the full presentation to the latest episode of The Strategic Bookkeeper Podcast. 🎧 Inside, you’ll learn how to:💡 Repackage services so clients pay more for outcomes, not hours ⚡ Use automation to cut keystrokes, reduce costs, and free up capacity 📊 Deliver advisory that drives results for your clients and your bottom line 🌱 Build a practice that’s profitable, sustainable, and works for your lifeXerocon may be over — but this is your chance to catch the session that’s already inspiring bookkeepers globally. 🌍📌 Episode link/s:VIP Pass to The Bookkeeping Practice Blueprint Virtual Summit: https://www.thebookkeepingpracticeblueprint.com/last-chance Your Xerocon gift: https://thestrategicbookkeeper.global/xerocongift The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing #BookkeepingAutomation #BookkeepingAdvisory #bookkeepingstrategies #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #successfulbookkeeping #bookkeepingbusiness #bookkeepingpractice #strategicbookkeeping #bookkeepingguide #jeanniesavage

Some guests don’t just join the podcast — they redefine the conversation. And this week’s guest, Paul Dunn, does exactly that. 🙌Paul has shaped the accounting world for decades. He’s a 4-time TEDx speaker, featured in Forbes with Richard Branson, and co-founder of B1G1 Business for Good — a movement that’s already created 380+ million giving impacts globally. 🌍But here’s the part that matters for YOU as a bookkeeper: Paul believes we are at the core of real change. Not accountants. Not consultants. Us. Bookkeepers. 💪And in this episode of The Strategic Bookkeeper Podcast, we dive into: ✨ Why bookkeepers (often overlooked next to accountants) are uniquely placed to drive lasting business impact ✨ How linking your work to giving transforms client relationships ✨ Why your role is far more than numbers — it’s about changing lives, businesses, and communities.Be ready to see your practice — and your impact — in a whole new light. Hit Play now ▶️📌 Episode links & resources:The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing Connect with B1G1 → https://b1g1.com/ #BusinessForGood #B1G1 #ProfitWithPurpose #BookkeepingCommunity #BookkeepingPracticeTips #PracticeGrowth #BookkeeperLife #BookkeepingJourney #TheStrategicBookkeeper #StrategicBookkeeping #TSBProgram #JeannieSavage

🤔 Ever wonder why ChatGPT sometimes nails it… and other times completely misses the mark?The difference isn’t the tool — it’s the prompt.This week on The Strategic Bookkeeper Podcast, I sat down with Jared Brintz from Intuit (QuickBooks, TurboTax, Mailchimp & Credit Karma). Jared’s been deep in the AI space for years, and he’s built an 8-step prompting framework that takes the guesswork (and frustration) out of ChatGPT.Here’s what you’ll learn:⚡ How to write prompts that deliver the right results, first go⚡ Why prompting is quickly becoming a competitive advantage for bookkeepers⚡ A quick update on what Intuit is building into QuickBooks to make bookkeeping even smarterIf you’ve ever felt like AI isn’t giving you the results you hoped for, this episode will show you how to flip that around and start using it as one of the most powerful tools in your bookkeeping practice. 💡📌 Episode links & resources:The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing Connect with Jared → https://www.linkedin.com/in/jared-brintz/ #AIForBookkeepers #PromptEngineering #SmarterNotBusier #AdvisoryServices #BookkeeperEfficiency #TimeManagementForBookkeepers #BookkeepingPracticeTips #PracticeGrowth #BookkeepingStrategies #SmarterNotHarder #BookkeepingBlueprint #InvestInYourPractice #BookkeeperLife #BookkeepingJourney #SuccessfulBookkeeping #TheStrategicBookkeeper #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #JeannieSavage

What if the messy, time-sucking parts of your practice — chasing clients, clunky onboarding, endless admin — could finally run smoothly?That’s what I dive into this week’s podcast with Beth Kocol, a systems + automation strategist who’s brilliant at turning chaos into calm.Yes, Beth uses Dubsado to make it all click — but here’s the thing: this isn’t about adding more tech. It’s about building smarter workflows that give you hours back, a smoother client experience, and more freedom in your practice, whatever tools you use.Here are the five areas we tackled (and how to fix them):🔍 Leads that show interest but never convert📑 Proposals and contracts that take forever to prepare🙄 Onboarding that drags on and leaves clients frustrated📌 Monthly tasks that slip through the cracks (and cost you hours)💬 Testimonials you never get around to asking forTune in now and start winning back your time, streamlining your client experience, and creating a practice that runs smoother every week. ▶️🚨 The Bookkeeping Practice Blueprint Summit is almost here — 27–29 August — and this is your chance to claim a free ticket before it’s gone. ⏰In just three days, you’ll get insider strategies from 20+ industry experts to help you attract better clients, increase your profits, and finally create more time freedom in your practice.👉 Save your spot today: https://www.thebookkeepingpracticeblueprint.com/📌 Episode links & resources:The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing ✨ Beth’s bonus resources: Beth has put together a special doc + discount code just for listeners. To grab it, simply reach out to her directly at https://studio320vs.com/ — or drop us an email at hello@thestatregicbookeeper.global and we’ll be sure to connect you#BookkeepingAutomation #BookkeepingWorkflows #ClientOnboarding #ProposalAutomation #BookkeepingAdmin #BookkeeperEfficiency #TimeManagementForBookkeepers #BookkeepingPracticeTips #PracticeGrowth #BookkeepingStrategies #SmarterNotHarder #BookkeepingBlueprint #InvestInYourPractice #BookkeeperLife #BookkeepingJourney #SuccessfulBookkeeping #TheStrategicBookkeeper #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #JeannieSavage

💡 What’s the first thing you do before hiring someone? You check them out online.Well… your potential clients are doing the same — but now they’re not just Googling you, they’re asking AI.The reality is: AI now influences how credible, trustworthy, and approachable you appear to potential clientsOn this week’s The Strategic Bookkeeper Podcast, I chat with Glen Senior, CEO of Bizink, to give you the playbook for:✨ Using the rise of AI search to get in front of more right-fit clients✨ Positioning your online presence so AI treats you as a trusted, go-to source✨ Making one high-impact website change that increases enquiries and new opportunitiesThis isn’t theory — it’s the new reality. And if you wait to adapt, you’ll be playing catch-up. Tune in NOW.🚨 We’re just a few weeks away from the Bookkeeping Practice Blueprint Summit (27–29 August)!This isn’t just another event — it’s three days with 20+ industry experts giving you the exact strategies to win better clients, increase profits, and take back your time.👉 Grab your FREE  ticket here: https://www.thebookkeepingpracticeblueprint.com/ 📌 Episode links:The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing Learn more about Glen & Bizink: https://www.bizinkonline.com/ #AIforBusiness #AIinBookkeeping #OnlineVisibility #DigitalTrust #FutureOfBookkeeping   #PracticeGrowth #BookkeepingStrategies #BookkeepingBlueprint #InvestInYourPractice #SmarterNotHarder  #TheStrategicBookkeeper #TSBTransformationProgram #TSBProgram #BookkeeperInPractice #BookkeepingJourney #StrategicBookkeeping #SuccessfulBookkeeping #JeannieSavage

Ever feel like your clients are ghosting you… on purpose? 👻You send the request. Wait… Follow up… Wait again… Eventually, they reply with 3 out of the 7 things you asked for 😵‍💫Sound familiar?Here’s the thing: it’s not that your clients are difficult — they’re overwhelmed, confused, or just can’t find what you asked for.👉 And that’s your opportunity.In this week’s episode of The Strategic Bookkeeper Podcast, I chat with James Rose, workflow automation guru and co-founder of Content Snare, about how to make your client communication so simple and seamless, even your most chaotic clients will get it done.🎧 You’ll learn: ➡️ The secret to getting clients to respond faster (with the right info) ➡️ How to turn comms into a retention + referral machine ➡️ Simple tweaks to reduce stress and improve satisfaction on both sides💡 This is about smart communication — not more emails.🎟️The Bookkeeping Practice Blueprint Summit is coming soon!You can grab your free ticket now and join 20+ experts sharing real strategies to help you build the practice (and life) you want.👉 Grab your ticket here: https://www.thebookkeepingpracticeblueprint.com/ 📌 Episode links:The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing Learn more about James & Content Snare: https://contentsnare.com/ #ClientCommunication #ClientOnboarding #ClientRetention #ClientChasing #SimplifyClientComms  #PracticeGrowth #BookkeepingStrategies #BookkeepingBlueprint #InvestInYourPractice #SmarterNotHarder  #TheStrategicBookkeeper #TSBTransformationProgram #TSBProgram #BookkeeperInPractice #BookkeepingJourney #StrategicBookkeeping #SuccessfulBookkeeping #JeannieSavage

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?🎙️ In this week’s episode of The Strategic Bookkeeper Podcast, I chat with Riley James, founder of xOnBoard, to unpack why messy onboarding is quietly draining your profit — and what to do about it.From clunky comms to compliance risks, we break down the hidden issues that derail even the best-run practices — and how bookkeepers are turning it around using smarter systems, without hiring more staff or working longer hours.Tune in to Episode 126 now and start streamlining your practice ▶️📌 Episode links:The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing Learn more about Xonboard: https://www.xonboard.com.au/ #BookkeepingTips #PayrollProcesses #ClientOnboarding #PayrollOnboarding #OnboardingSolutions #XOnBoard #PracticeGrowth #TheStrategicBookkeeper #BookkeeperInPractice #BookkeepingJourney #BookkeepingPracticeSuccess #BookkeepingBlueprint #BookkeepingStrategies #InvestInYourPractice #SuccessfulBookkeeping #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #JeannieSavage

💥 One year ago, Lynda Hall was just one month into her solo practice — overwhelmed, undercharging, and unsure how to build the business.12 months later?She’s running a multi six-figure practice with real profit, a small mighty team, and a clear plan to keep growing.Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she sits down with Lynda to unpack the real story of her first year in practice — the moments she cried, the mistakes she owned, the growth she leaned into… and how she turned it all into a multi six-figure, profitable practice with real impact.This isn’t about overnight success.It’s about taking the leap, showing up, and doing the work — even when it’s messy.🎧 Tune in and be reminded: you’re not behind. You’re just getting started.📌 Episode links:The Bookkeeping Practice Blueprint One-Pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing #TheStrategicBookkeeper #BookkeeperInPractice #FromStuckToSoaring #BookkeepingJourney #BookkeepingPracticeSuccess #WomenInBusiness #BusinessGrowth #BookkeepingBlueprint #BookkeepingStrategies #InvestInYourPractice #SuccessfulBookkeeping #StrategicBookkeeping #TSBTransformationProgram #TSBProgram #BookkeepingTips #JeannieSavage