Latest / The Bookkeepers' Podcast

What bookkeepers need to know about Sales
In this episode, Jo and Zoe dive deep into the realities of selling bookkeeping services—a topic that makes many bookkeepers uncomfortable. They explore why sales often feels awkward, how mindset plays a crucial role, and why reframing the process as helping, not selling instantly changes how conversations feel. Using relatable real-life examples—from a perfume shop to car buying—they break down what good and bad sales experiences teach us about trust, rapport, and confidence. The hosts outline the differences between marketing and sales, explain how to guide prospects with empathy and…
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