Episode 323: Bookkeepers: Go To Business Partners??

The Bookkeepers' Podcast · May 23, 2025 · 33m

In this episode of The Bookkeepers' Podcast, Jo and Zoe are joined by financial planner Bella Clark to explore how bookkeepers can evolve into trusted business partners for their clients by building relationships with financial advisors. Bella shares her journey from a recruitment career in Canary Wharf to becoming a financial planner, offering holistic financial advice to business owners, especially women. Together, they discuss the misconceptions around financial knowledge in the bookkeeping industry, the emotional barriers to financial planning, and practical steps bookkeepers can take to…