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The Strategic Bookkeeper Podcast
The Strategic Bookkeeper Podcast
Author: Jeannie Savage
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© Jeannie Savage
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Welcome to The Strategic Bookkeeper podcast – the show that will help you build a thriving bookkeeping practice, delight your clients, and become a strategic bookkeeper yourself.
This podcast is a companion to the book “The Strategic Bookkeeper” by Jeannie Savage. Jeannie's commitment to success, combined with her 13 years experience in the business and bookkeeping industry, have made her one of the most respected bookkeepers today.
Through this podcast, you will learn extra strategies and tips towards living your dream on your terms. So step up, this is your time to shine.
This podcast is a companion to the book “The Strategic Bookkeeper” by Jeannie Savage. Jeannie's commitment to success, combined with her 13 years experience in the business and bookkeeping industry, have made her one of the most respected bookkeepers today.
Through this podcast, you will learn extra strategies and tips towards living your dream on your terms. So step up, this is your time to shine.
139 Episodes
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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
Most bookkeepers are being told to jump on the AI bandwagon — fast.But here’s the thing: AI isn’t a shortcut if you don’t know where you’re going. ⚠️Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she gets real about what AI can actually do for your practice — and where most bookkeepers go wrong.🎧 You’ll hear:🧠 Why human intelligence still matters more than ever🛠 How to streamline with AI (and still sound like you)📈 Real examples of bookkeepers using AI to scale their impactIt’s not about chasing the next shiny tool. It’s about combining tech with your human smarts to attract better clients, work less, and earn more.Tune in now and cut through the AI noise.📌 Episode link/s:The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing The Strategic Bookkeeper eBook (available FREE for a limited time only): https://www.thestrategicbookkeeper.global/book The Bookkeeping Practice Blueprint eBook & paperback: https://www.barnesandnoble.com/w/the-bookkeeping-practice-blueprint-jeannie-savage/1147078516 #AIforBookkeepers #WorkSmarterWithAI #SmarterNotHarder #HumanIntelligenceMatters #bookkeepertools #bookkeepingblueprint #tsbtransformationprogram #TSBprogram #bookkeepingprogram#strategicbookkeeping #bookkeepersuccess #bookkeepinggrowth #bookkeepingfoundations #bookkeepingguide #jeanniesavage
📉 Drowning in tasks but still not moving forward?Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she breaks down the 5 Essentials to Run Your Bookkeeping Practice Like a Well-Oiled Machine — so you can stop doing all the things and start working smarter.She’s sharing the exact moves that helped her go from stretched thin… to six-figure freedom with a lean, efficient team.🎧 In this episode, you’ll discover: 🔧 The 5 areas to tighten for more time and profit📅 How to structure your week to stay focused 🧠 The mindset shift that stops chaos in its tracks 💬 Why leadership (not micromanagement) is keyIf you’re ready to stop spinning your wheels, this episode is for you. Tune in now.📌 Episode link/s:The Strategic Bookkeeper eBook (available FREE for a limited time only): https://www.thestrategicbookkeeper.global/book The Bookkeeping Practice Blueprint eBook & paperback: https://www.barnesandnoble.com/w/the-bookkeeping-practice-blueprint-jeannie-savage/1147078516 The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing #TimeFreedom #StopDoingItAll #LeadNotMicromanage #bookkeepingclarity #bookkeepingblueprint #bookkeepingjourney #investinginyourpractice #bookkeepingstrategies#buildingyourbookkeepingpractice #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #successfulbookkeeping #bookkeepingbusiness #bookkeepingpractice#strategicbookkeeping #bookkeepersuccess #bookkeepinggrowth #bookkeepingfoundations #bookkeepingguide #jeanniesavage
Kylie Gorzalka is a bookkeeper just like you — running a boutique practice, juggling all the hats… and looking for a better way to manage the chaos.So she built her own solution.As a BAS agent, TSB tribe member, and founder of Officiently, Kylie now helps bookkeepers streamline the messy back end of their practice — without breaking the bank or the soul of their brand.And in this week’s episode of The Strategic Bookkeeper Podcast, she’s sharing how you can simplify your practice too — regardless of what software you’re using.Join Jeannie as she sits down with Kylie to unpack:✔️ The onboarding comms that reduce drop-offs✔️ Why proposals fail (and how to fix them)✔️ The BIGGEST mistakes with pricing and packaging✔️ How to stop playing “tennis” with your clients✔️ And how to nurture leads without wasting hours📌 Episode links:The Bookkeeping Practice Blueprint: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing Learn more about Officiently: https://officiently.com.au/#BookkeepingAutomation #ClientOnboarding #PricingForProfit #AutomationForBookkeepers #BookkeepingBlueprint #BookkeepingJourney #InvestingInYourPractice #BookkeepingStrategies#buildingyourbookkeepingpractice #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingbusiness #bookkeepingpracticesuccess #successfulbookkeeping #strategicbookkeeping #StrategicBookkeeper #BookkeepingTips #jeanniesavage
🚨 Only 8% of people are using AI effectively – are you one of them?Most bookkeepers and accountants are either dabbling, overwhelmed… or stuck in fear when it comes to AI. But this week on The Strategic Bookkeeper Podcast, Jeannie shares something that will change that.🔥Join Jeannie as she sits down with Arthur Zards – founder of TEDxNaperville, Lab Z, and longtime tech entrepreneur – to help you vibe with AI, instead of fighting it.Arthur makes AI practical and accessible – especially for service-based businesses like yours. When Jeannie first heard him speak at an AI Summit, it radically shifted her mindset. Since then, ChatGPT has become part of how she runs both her business and her life.And now, it’s your turn. 💥👇 In this episode:✅ Arthur’s 3-step method to vibe with AI and get better results✅ How to use ChatGPT to think like your ideal client✅ Real-world AI applications for financials, marketing, and advisory✅ Why daily use builds confidence, clarity, and results✨ PLUS – The full episode transcript is attached below, and inside the episode, Jeannie shares a simple challenge to help you take action right away.📌 Episode links:Episode transcript: https://docs.google.com/document/d/1xa4Biyd73_TFzbIIh24CDoc-ha7cxtbEkyjACJpWllM/edit?usp=sharing The Bookkeeping Practice Blueprint: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing Learn more from Arthur and his AI challenge: https://labz.io/ | https://www.linkedin.com/in/arthurzards/ #AIforBookkeepers s #ChatGPTforBookkeepers #AIforAccountants #VibeWithAI #ChatGPT #bookkeepingblueprint #bookkeepingjourney #investinginyourpractice #bookkeepingstrategies#buildingyourbookkeepingpractice #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingbusiness #bookkeepingpracticesuccess #successfulbookkeeping #strategicbookkeeping #bookkeepersuccess #bookkeepinggrowth #jeanniesavage
🚧 What if the biggest thing holding your practice back… wasn’t even visible?Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she unpacks 5 hidden roadblocks that keep hardworking bookkeepers overwhelmed, underpaid, and stuck.These are the exact saboteurs she has helped bookkeepers around the world break free from — and once you spot them, you can fix them fast. ✅🎧 Listen in to uncover:🚧 The mindset trap stealing your progress📉 Why pricing without a plan = burnout🤐 Tiny cracks that break client trust📊 What it means when your biz runs you😬 And the cost of being the “people-pleasing manager”No more spinning your wheels. Let’s fix what’s not working — fast. Hit PLAY now.📌 Episode link/s:The Bookkeeping Practice Blueprint eBook & paperback: https://www.barnesandnoble.com/w/the-bookkeeping-practice-blueprint-jeannie-savage/1147078516 The Bookkeeping Practice Blueprint one-pager: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing #profitleaking #overworkedbookkeeper #fixyourpractice #busynotthriving #bookkeeperburnout #bookkeepingreset #bookkeepingclarity #bookkeepingblueprint #bookkeepingjourney #investinginyourpractice #bookkeepingstrategies#buildingyourbookkeepingpractice #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #bookkeepingonlinecourse #successfulbookkeeping #bookkeepingbusiness #bookkeepingpractice#strategicbookkeeping #bookkeepersuccess #bookkeepinggrowth #bookkeepingfoundations #bookkeepingguide #jeanniesavage























