Advertise on podcast: The Bookkeepers' Podcast

A bookkeeper doesn't always need a pitch to win a client, sometimes a single conversation is enough. In this episode, we unpack a real story where offering free value, with zero intention to sell, turned into a brand new client for a bookkeeper. We get into: - Why giving value freely can work better than any sales pitch - How a bookkeeper can position their fees once trust is already there - The mindset shift that helped one bookkeeper stop "selling" and start connecting If you're a bookkeeper wondering how to bring in clients without feeling salesy, this episode shows exactly how it can happen. ----------------------------------------------- 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. Chapters: 00:00:00 - Introduction 00:00:19 - Encounter at the Pub 00:00:58 - Connecting with Business Partners 00:08:10 - Commercial Awareness and Running a Business 00:14:58 - Consulting on Business Development 00:15:09 - Personal Development and Business Insights 00:16:56 - Expanding Horizons through Coaching and Reading 00:17:53 - Embracing Systems and Frameworks in Business 00:20:10 - Positive Mindset and Personal Growth 00:22:48 - Creating Value and Business Insights #bookkeeper

Most bookkeepers think using AI more is always the win. In this episode, we sit down with marketing expert Chris James to break down the exact AI habit that's quietly costing bookkeeper practices their best clients, and why more automation isn't always more leverage. We cover: The AI mistake every bookkeeper should avoid Why some bookkeepers are working harder despite using AI The "human in the middle" rule Chris uses with every bookkeeper client What bookkeeper marketing will look like by 2029 Connect with Chris ➡️ / chrisjamesonline ----------------------------------------------- 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/6fig... ----------------------------------------------- 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. Chapters: 00:00:00 - The AI Habit Costing a Bookkeeper Their Clients 00:01:33 - How Chris Helps Experts Grow 00:03:25 - Building an AI-Powered Client Tracking App 00:05:52 - Making AI Development Accessible 00:10:01 - Using Data and AI as Business Leverage 00:13:12 - Why AI Should Not Write Your Content 00:13:59 - Turning Client Conversations Into Marketing Ideas 00:17:50 - Why AI-Generated Content Feels Beige 00:21:04 - Helping a Child Write With AI 00:25:26 - Keeping Humans in the Creative Process 00:27:37 - Where AI Automation Actually Saves Time 00:29:32 - Automating Repeatable Client Workflows 00:32:15 - LinkedIn Reach and the Changing Algorithm 00:36:54 - How to Become a Favorite Creator 00:39:00 - Turning LinkedIn Engagement Into Clients 00:41:15 - Creating Content for Potential Customers 00:43:56 - Using Purpose-Built AI Without Losing the Human 00:46:13 - Why Everyone Already Has a Personal Brand 00:47:45 - Building Your Personal Brand Like a Movie 00:49:15 - Your First 90 Days on LinkedIn 00:49:43 - Start With Warm Contacts, Not Cold Outreach 00:51:35 - Using Customer Conversations to Shape Content 00:52:04 - Building an AI-Powered Business Advisory Platform 00:54:48 - Why YouTube Builds Lasting Trust #bookkeeper

As a Bookkeeper, are you up to date with what it takes to exit your business? It's a topic a bookkeeper could do with maximum clarity on. In this episode of the Bookkeeper's Podcast, we sit down with Dr Vivienne Heyhoe, founder of WellSpring and an expert in business exits. She shares her journey, and her insights on preparing your business for a successful exit. Connect with Vivienne on LinkedIn ➡️ https://www.linkedin.com/in/drviv/ Is your Business Sellable? ➡️ https://wellspringindex.co.uk/ ----------------------------------------------- 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. Chapters: 00:00:00 - What a Bookkeeper Gets WRONG About Selling Their Business 00:00:47 - Vivian’s Career and Business Exit Story 00:04:21 - The PROFIT Framework for an Exit-Ready Business 00:09:02 - Exit Options for Sole-Practitioner Bookkeepers 00:11:55 - How Bookkeepers Can Guide Clients Toward an Exit 00:13:52 - Selling a Bookkeeping Practice Earlier Than Planned 00:16:48 - Understanding Angel, Venture Capital, and Private Equity Investment 00:22:32 - Bookkeepers as Trusted Business Advisors 00:24:58 - Exit-Ready KPIs, Clean Books, and Valuation Multiples 00:28:03 - How Business Risk Reduces the Sale Price 00:30:15 - Outcome-Based Pricing and the Value of Bookkeeping 00:32:22 - Choosing to Become a Growth-Focused Bookkeeper 00:33:11 - Vivian’s Next Ventures and Exit-Readiness Scorecard 00:34:19 - How to Connect and Assess Your Exit Readiness

Summer's over, and it's time for a Bookkeeper catch-up! In this episode, we dive into our experiences over the hot months, from unexpected reunions to the challenges of keeping cool. We discuss everything from gardening as a new hobby to the stress of life changes, including divorce and moving houses It's been a whirlwind, and we share our thoughts on how to manage anxiety and find control amidst chaos. ----------------------------------------------- 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. Chapters: 00:00:00 - This Bookkeeper Cut Her Bill by 89% 00:02:45 - Gardening, Work-Life Balance, and Preparing for the Future 00:05:58 - Solar Power, Sustainability, and Lessons from COVID 00:09:55 - Divorce, Moving House, and a Difficult Summer 00:13:27 - Coping by Focusing on What You Can Control 00:15:10 - Managing News, Politics, and What You Can Control 00:16:56 - Wildfires, Emergency Alerts, and Fire Safety 00:19:05 - Wearable Health Trackers and Stress Management 00:23:34 - Health Scans as a Model for Financial Advisory #bookkeeper

Making Tax Digital is here, but what happens next could matter even more for every bookkeeper. In this episode, Zoe looks at what happened during the first MTD for Income Tax quarterly submissions, what bookkeeper practices experienced, and why preparation made the process much easier than many expected. But there’s a bigger challenge ahead. From April 2027, missed quarterly deadlines will begin attracting penalty points, with a £200 fine once four points have accumulated. More businesses will also be brought into MTD as the threshold changes. For every bookkeeper, now is the time to prepare clients, improve processes and make sure MTD can be handled efficiently every quarter. Whether you’re a bookkeeper who sailed through the first submission or a bookkeeper who found it overwhelming, this episode explores what you can learn from the first deadline and how to prepare your practice for what comes next. Read more about MTD here: https://www.gov.uk/government/statistics/making-tax-digital-for-income-tax-business-population-statistics ----------------------------------------------- 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. Chapters: 00:00:00 - The Looming Threat a Bookkeeper CAN'T AFFORD to Ignore 00:02:20 - HMRC’s Filing Numbers and the Work Ahead 00:04:57 - What Bookkeepers Actually Experienced 00:07:36 - Why Preparation Made Filing Easier 00:09:31 - Redesigning Practice Processes for Every Quarter 00:10:53 - Mapping Workflows for Scale and Automation 00:14:13 - Build a Repeatable Business for the Future #bookkeeper

The bookkeeper hiring model is changing. AI, rising employment costs and the disappearance of traditional entry-level work are making it harder for a bookkeeper practice to hire and train the next generation. In this episode, I explore why work experience matters, where qualifications fall short, and how every bookkeeper can rethink training in a world where new hires are expected to add value faster. Whether you’re hiring, training or building your career as a bookkeeper, this is a problem the profession needs to solve. The future of the bookkeeper workforce starts with giving people the experience they need to succeed. Start your FREE Trial at HeyMonika ➡️ https://heymonika.com/ Find out about BDO’s research into Social Mobility and read the Young Minds 2026 Report, here ➡️ https://www.bdo.co.uk/en-gb/about/social-mobility ----------------------------------------------- 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. Chapters: 00:00:00 - The Bookkeeper Hiring Crisis NOBODY Is Talking About 00:02:40 - The Unequal Access to Work Experience 00:04:58 - Careers Advice Is Being Replaced by AI and Social Media 00:07:05 - University, Apprenticeships, and Conflicting Career Messages 00:09:27 - My Route from University to Trainee Accountant 00:11:14 - Career Paths in Bookkeeping and Accountancy 00:14:13 - Why Professional Qualifications Still Matter 00:15:00 - Why Qualifications Alone Are Not Enough

Every bookkeeper learns lessons along the way, but some mistakes can cost you years. In this episode, we share real stories about building a business, overcoming challenges, managing money and creating more freedom. Whether you’re a new bookkeeper or an experienced bookkeeper, these lessons will help you think differently about your business and your future. If you’re a bookkeeper looking to grow with more confidence, add this episode to your watchlist! Connect with Olly ➡️ https://www.linkedin.com/in/ollywhitman/ Connect with Trudie ➡️ https://www.linkedin.com/in/trudie-howman/ Connect with Stuart ➡️ https://www.linkedin.com/in/stuart-hurst-cloud/ Connect with Bella ➡️ https://www.linkedin.com/in/financialplanninglady/ Connect with Will ➡️ https://www.linkedin.com/in/willpolston/ ----------------------------------------------- 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. Chapters: 00:00:00 - How Failure Shapes the Future 00:01:13 - Trudy Howman’s Accidental Bookkeeping Business 00:04:24 - From Surviving to Becoming a Business Owner 00:06:07 - Stuart Hurst’s Unconventional Route into Accounting 00:08:24 - How Retail Experience Builds Resilient Leaders 00:11:40 - The Personal Story Behind Stuart’s Financial Mission 00:15:56 - Bella Clark on Making Financial Advice Approachable 00:19:26 - From the Financial Crash to Financial Adviser 00:21:09 - Building a Business Through Networking and Experimentation 00:23:31 - Ollie Whitman on Experience, Confidence, and Self-Employment 00:26:40 - How Cancer Transformed Ollie’s Life and Career 00:30:44 - Creative Confidence and Believing in Your Value 00:32:34 - Will Poston on Thinking Bigger in Business 00:33:48 - How Childhood Shaped Will’s Beliefs About Money 00:36:13 - The Secret and the Power of Visualization 00:37:12 - Using Goal-Setting to Expand What’s Possible 00:40:07 - Taking Complete Responsibility for Your Life 00:41:49 - Join the Bookkeepers Collective #bookkeeper

Making Tax Digital is here. Is your bookkeeper practice ready? In this episode, we bring together expert advice on what MTD means for a bookkeeper, how to prepare your clients, adapt your services and turn the changes into an opportunity for growth. From pricing and software to client conversations and compliance, this is a practical guide for any bookkeeper navigating MTD. If you’re a bookkeeper preparing for the changes ahead, start here. Connect With Kate ➡️ linkedin.com/in/kate-hayward-77ab6848 Connect with Craig ➡️ https://www.linkedin.com/in/craig-ogilvie-1829064a/ Connect with Julie ➡️ https://www.holliesbookkeeping.co.uk/ Connect with Chris ➡️ https://www.linkedin.com/in/chris-downing/ ----------------------------------------------- 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. Chapters: 00:00:00 - The Best of Making Tax Digital 00:00:26 - What MTD Is and Why It Matters 00:05:42 - National Priorities and the Role of Bookkeepers 00:08:06 - Designing MTD Around Real Business Owners 00:12:06 - How MTD Changes Bookkeeping Services 00:13:39 - Framing MTD's Value and Giving Clients a Choice 00:16:23 - MTD Deadlines and New Agent Registration 00:19:47 - Preparing a Bookkeeping Practice for MTD 00:21:41 - Moving Clients to Cloud Software 00:24:16 - Choosing MTD Software and Service Packages 00:27:12 - Onboarding Clients and Encouraging Separate Bank Accounts 00:30:27 - Why Bookkeepers Need to Be More Visible 00:32:00 - The Accountant–Bookkeeper Partnership 00:32:54 - How Real-Time Software Wins Over Clients 00:33:57 - Closing and the Bookkeepers Collective #bookkeeper

How should a modern bookkeeper price their services? In this episode, we explore why the traditional hourly model no longer works, how a bookkeeper can price with confidence, and why delivering value should always come before competing on price. Whether you’re a new bookkeeper or an experienced bookkeeper, you’ll discover practical advice to help you build a more profitable bookkeeper business, have better pricing conversations, and charge for the value you create rather than the time you spend. Connect With Matthew ➡️ www.mplusaccountancy.com Connect With Nadia ➡️ https://birdsongaccountancy.co.uk/ Connect With Jack ➡️ uk.linkedin.com/in/jack-choppin-14670944 Connect With Kate ➡️ linkedin.com/in/kate-hayward-77ab6848 Connect With Julie ➡️ https://www.holliesbookkeeping.co.uk/ ----------------------------------------------- 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. ----- Chapters: 00:00:00 - Why the Old Pricing Model Must Change 00:00:39 - Matthew Meston: Building Confidence and Pricing Structures 00:04:31 - Nadia Gibbs: Transactional and Value-Based Pricing 00:06:28 - Repricing Clients and Making Room for Better Ones 00:07:09 - Jack's Framework for Sales and Client Success 00:09:12 - The Shock and Awe Pack 00:10:27 - Creating an Exceptional Free-Trial Experience 00:12:43 - Scaling Generosity and Creating Raving Fans 00:16:04 - Kate Hayward: Balancing Xero's Pricing and Customer Value 00:18:34 - Financial Literacy and the Value of Real-Time Insights 00:19:37 - Julie Williams: Starting and Growing Her Practice 00:21:46 - Building the Right Technology Stack 00:23:43 - Moving Beyond Time-Based Pricing #bookkeeper

Every bookkeeper has the opportunity to become more than just a compliance provider. In this episode, we explore how a bookkeeper can become a trusted finance partner, build a premium practice, deliver more value to clients, and use AI to strengthen the role of the modern bookkeeper. If you’re a bookkeeper looking to future-proof your business, this episode is for you. Nadia Gibbs ➡️ https://birdsongaccountancy.co.uk/ Trudie Howman ➡️ https://www.linkedin.com/in/trudie-howman/ Kate Hayward ➡️ https://www.linkedin.com/in/kate-hayward-77ab6848/ Matthew Meston ➡️ www.mplusaccountancy.com ----------------------------------------------- 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. Chapters: 00:00:00 - How Every Bookkeeper Becomes a Finance Partner 00:00:22 - The Importance of Understanding Numbers 00:00:42 - The Role of Bookkeepers and Accountants 00:00:58 - Interview with Kate Hayward 00:01:21 - The Challenges of Small Businesses 00:09:15 - The Role of Technology and AI in Bookkeeping 00:11:42 - Interview with Nadia Gibbs 00:14:28 - Interview with Trudie Howman 00:15:29 - The Value of Personalised Bookkeeping Services 00:16:36 - Interviewee's Success Stories 00:16:50 - The Myth of Trade-offs in Client Satisfaction 00:17:40 - The Role of Bookkeepers as Financial Advisors 00:20:47 - Interview with Matthew Meston 00:21:00 - Accountability in Bookkeeping 00:21:56 - The Value of Consistent Business Analysis 00:25:34 - The Future of Matthew's Business 00:25:55 - Conclusion #bookkeeper

AI is changing the way every bookkeeper works, but are you getting the most from your software? In this episode, we explore how every bookkeeper can rethink their tech stack, reduce unnecessary subscriptions, embrace AI, and use technology to deliver more value instead of just working faster. From workflow improvements and analytics to advisory services and client communication, these conversations are packed with practical ideas for the modern bookkeeper. Bogdan Uzbekov ➡️ https://getapron.com/ ➡️ Lee Russel https://www.linkedin.com/in/lee-russel/ ➡️ Kieran Lotze https://www.linkedin.com/in/%F0%9F%92%99-kieran-lotze-13289b77/ ➡️ Will Polston https://www.linkedin.com/in/willpolston/ ----------------------------------------------- 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. Chapters: 00:00:00 - Introduction 00:00:43 - Software Subscriptions and Workflow 00:01:28 - Xero's Workflow 00:02:36 - Xero Analytics and SIFT Analytics 00:04:00 - Advisory Services 00:05:39 - The Human Connection Service 00:06:21 - The Role of Technology in Workflow 00:08:42 - Choosing the Right Tool 00:12:29 - Interview with Bogdan Uzbekov from Aprin 00:13:05 - Identifying the Bottlenecks 00:14:09 - Using Aprin to its Fullest Potential 00:15:23 - The Impact of Books Club 00:17:46 - The Role of AI in Professional Services 00:18:51 - The Shift to Advisory Services 00:20:06 - Interview with Lee Russell 00:20:21 - The Journey of Tech Startups 00:21:54 - The Importance of AI in Business 00:23:15 - The Challenges of Implementing AI 00:24:22 - The Value of Bootstrapping 00:27:26 - The Future of Bookkeeping and Accountancy Practices 00:30:26 - Leveraging AI in Business 00:31:35 - The Humanistic Side of Business 00:31:52 - Efficiency and Client Relationships 00:34:01 - Interview with Special Guest 00:34:18 - Understanding the Importance of Advisory Finance 00:35:08 - The Value of Awareness and Key Metrics 00:36:31 - The Role of Bookkeepers in Awareness 00:39:18 - Closing Remarks #bookkeeper

How can a bookkeeper use AI to save time, improve client relationships, and build a better practice? In this episode of The Bookkeepers Podcast, we go through some of our previous episodes related to AI, and we explore why AI is creating new opportunities for every bookkeeper. From automating repetitive tasks to delivering more value through better client conversations. If you’re a bookkeeper looking to work smarter and future-proof your practice, this episode is for you. Bookkeeper's Collective: 6figurebookkeeper.com/collective ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. ----------------------------------------------- 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. Chapters: 00:00:00 - Why AI is Good News for EVERY Bookkeeper 00:00:36 - AI and Data Security 00:01:17 - AI and Human Interaction 00:02:02 - AI and Data Security Concerns 00:03:53 - AI and the Importance of Human Involvement 00:06:39 - AI and its Limitations 00:07:53 - AI in Bookkeeping and Small Businesses 00:08:16 - AI and Efficiency 00:09:26 - AI and Client Interactions 00:10:10 - AI and Time Management 00:10:55 - AI and the Future of Bookkeeping 00:13:48 - AI and the Future of Professions 00:15:14 - AI and the Evolution of Professions 00:15:44 - AI and the Future of Bookkeeping 00:17:22 - AI and the Trust Element 00:18:32 - AI and the Automation of Manual Work 00:19:41 - AI and the Empowerment of Bookkeepers 00:22:39 - AI and the Automation of Document Collection 00:26:27 - AI and the Challenges of Modern Bookkeeping 00:29:35 - AI and the Evolution of Software 00:30:26 - AI and Practice Management 00:30:58 - AI and Hiring Practices 00:32:08 - AI and Skills for the Future 00:33:41 - AI and the Future of Accounting 00:35:06 - AI and the Role of Advisory 00:36:15 - Conclusion and Invitation #bookkeeper

How can a bookkeeper use AI to save time, improve client service, and build a better practice? In this episode of The Bookkeepers Podcast, we sit down with Stuart Hurst to explore how every bookkeeper can use AI to automate repetitive tasks, build custom workflows, and spend more time delivering value to clients. Whether you’re a new bookkeeper, an experienced bookkeeper, or you’re looking to future-proof your bookkeeping practice, this episode explains how AI is changing the profession and why the best bookkeeper won’t be replaced by technology, they’ll become even more valuable. Connect with Stuart! ➡️ / stuart-hurst-cloud ----------------------------------------------- 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/6fig... ----------------------------------------------- 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. Chapters: 00:00:00 - How a Smart Bookkeeper Uses AI 00:00:28 - Discussing AI and Vibe Coding 00:00:52 - Explaining Vibe Coding 00:01:26 - AI in Cloud10 00:01:50 - AI and Workflow Customization 00:05:00 - AI in Management Accounting 00:06:17 - Strategic Approach to AI 00:06:43 - AI in Team Development 00:10:29 - Impact of AI on Software Selection 00:12:07 - Hiring in the AI Era 00:14:45 - Future of Bookkeeping and Advisory Role 00:14:59 - The Changing Skillset in the AI Era 00:15:57 - AI in Financial Analysis and Tax Planning 00:18:06 - Potential Increase in AI Token Prices 00:18:15 - Effective Use of AI and Learning to Prompt 00:19:46 - Conclusion and Contact Information #bookkeeper

In this episode of The Bookkeepers Podcast, we sit down with Stuart Hurst, founder of Cloud10 Accounting, to explore how one bookkeeper built a £1 million practice in just two years. Whether you’re a new bookkeeper, an established bookkeeper, or you’re thinking about starting your own bookkeeping practice, this episode is packed with practical advice on winning clients, growing a team, standing out in a crowded market, and building a business that scales. From attracting better clients to creating a strong personal brand, this conversation is full of actionable insights every bookkeeper can apply. In this episode, you’ll discover: How this bookkeeper built a £1M practice in just two years How a bookkeeper can attract more and better clients The client acquisition strategies every bookkeeper should know If you’re a bookkeeper looking to grow your practice, win more clients, and build a profitable business, this episode is for you. Connect with Stuart! ➡️ / stuart-hurst-cloud ----------------------------------------------- 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/6fig... ----------------------------------------------- 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. Chapters: 00:00:00 - Building a £1Million+ Bookkeeper Practice 00:00:42 - Stuart's Journey into Accountancy 00:01:35 - Early Career and Retail Experience 00:02:34 - Stuart's Approach to Stress and Leadership 00:05:37 - Stuart's Passion for Business 00:10:06 - Stuart's Cloud Revolution 00:11:55 - Stuart's Leadership and Vision 00:13:59 - Starting Cloud10 00:15:10 - Stuart's Motivation and Early Challenges 00:16:06 - Stuart's Personal Tragedy and Decision to Start Cloud10 00:16:29 - Stuart's Success and Growth of Cloud10 00:17:19 - Stuart's Approach to Business and Leadership 00:19:22 - Stuart's Multiple Roles and Time Management 00:26:20 - Stuart's Thoughts on Traction and the Visionary-Integrator Relationship 00:30:02 - Stuart's Final Thoughts and Contact Information #bookkeeper

Today we're going to talk about lease accounting, a crucial topic that many may find daunting. It's essential to understand that it's perfectly okay not to know everything about this complex area. Our guest, Christo Kritzinger from Rubli, sheds light on the recent changes in lease accounting standards, particularly IFRS 16, which has significant implications for businesses. Remember, you’re not alone in this journey, and there are resources available to support you. Learn more about Rubli - https://www.rubli.co/ ----------------------------------------------- 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. Chapters: 00:00:00 - Introduction 00:00:22 - Guest Introduction: Christo Kritzinger 00:00:40 - Christo's Role at Rubli 00:00:57 - Christo's Career Journey 00:02:11 - Explanation of Lease Accounting 00:06:29 - Impact of Lease Accounting on Small Businesses 00:08:49 - Understanding Lease Accounting Challenges 00:09:11 - Understanding Lease Accounting Changes 00:09:57 - Lease Accounting in Different Industries 00:12:36 - Conclusion: Importance of Staying Updated 00:15:41 - Implications of Lease Accounting Changes 00:17:00 - Advisory Services and Lease Accounting 00:18:43 - Managing Leases: Traditional Methods vs Software 00:20:04 - Role of AI in Lease Accounting 00:20:53 - The Future of AI in Accounting 00:22:01 - The Benefits of Using Specific Software Tools 00:24:22 - The Role of AI in Improving Efficiency 00:26:35 - Final Thoughts and Contact Information #bookkeeper