Shows / The Strategic Bookkeeper Podcast
The Strategic Bookkeeper Podcast
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…
Episodes
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP130 - AI for Bookkeepers: Inside Intuit + Prompting Power
🤔 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…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP129 - Beth Kocol's Dubsado Secrets for Bookkeepers
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…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP128 - Clients Aren't Googling – They're ChatGPTing
💡 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…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP127 - Content Snare Deep Dive: The Secret to Frictionless Client Comms
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…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP126 - xOnBoard Explored: The Software Bookkeepers Didn't Know They Needed
For many bookkeepers, onboarding new clients feels messy, manual, and downright exhausting — especially when payroll is involved. But what if that chaos is…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP125 - From Zero to Hero with Lynda Hall
💥 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…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP124 - AI-Powered Practice Management Mastery: Why AI Won't Fix Your Practice — But HI-Led AI Will
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…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP123 - Practice Management Mastery: 5 Essentials to Run a Bookkeeping Practice Lika a Well-Oiled Machine
📉 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…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP122 - How to Automate Your Sales and Marketing with Kylie Gorzalka
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…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP121 - How to Vibe with AI in Your Bookkeeping Practice with Arthur Zards
🚨 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…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP120 - What's Really Holding You Back? The Invisible Roadblocks to Practice Growth
🚧 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…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP119 - The 7 Foundations of a Profitable & Sustainable Practice
Are you building a business… or just keeping one afloat? There’s a difference — and it all comes down to what you’re building on. Join Jeannie on this week’s…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP118 - The Busy Bookkeeper Reset
You’re working late, juggling clients, ticking boxes — but still not seeing the income, clarity, or freedom you dreamed of. 😩 This week’s episode of The…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP117 - From Day Job to Dream Practice with Tacarra Gainu
✨ She started with a 9 to 5, a baby on her hip — and a dream to build her own bookkeeping practice. In this week’s episode of The Strategic Bookkeeper Podcast…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP116 - Insurance Essentials Every Bookkeeper Should Know
If you're offering advisory, offshoring work, or just doing more for your clients — it's time to double-check whether your PI and cyber insurance actually has…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP115 - End-to-End AI: Elevate your Practice with Mark Wickersham
Think AI’s too hard, too techy, or “not for bookkeepers”? Think again. 🤖 In this week’s episode, Jeannie chats with one of the best in the business — Mark…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP114 - Get Compliant & Stay Sane: Technical Support for Bookkeepers with Kelly Berger
Feeling overwhelmed by all the new compliance changes? 😵💫 You’re not alone — and you don’t have to figure it out on your own. Join Jeannie in this week’s…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP113 - How to Use LinkedIn to Boost Sales with Janeen Vosper
Sleeping on LinkedIn? It’s costing you 💸 Most bookkeepers are totally invisible on LinkedIn — and it’s hurting their leads, credibility, and cash flow. In this…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP112 - Brand Power: How to Create a Brand That Attracts Clients
🎧 Special early drop for the long weekend! Let’s talk brand. ❌ Not logos. ❌ Not colour palettes. ❌ Not Canva. Your real brand is what magnetically attracts…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP111 - Onboarding for Success: How We Set Our Team Up to Win
🔥 Struggling to build a team that actually works without you? Most bookkeepers hire help… then end up busier than ever. Sound familiar? In this episode of The…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP110 - Hiring Right My Exact Process for Recruiting Bookkeepers
✨ You can’t build a dream business alone… and you shouldn’t try. That’s the hard truth most bookkeepers learn too late. 🎙️ In this brand new episode of The…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP109 - Mastering Your Practice’s Finances: The Key to Profitability & Time Wealth
Could You Be Accidentally Sabotaging Your Practice’s Finances? In this powerful episode, Jeannie Savage reveals the financial mistakes bookkeepers make—without…
- The Strategic Bookkeeper Podcast
The Strategic Bookkeeper - EP108 - How to Build SOPs Without Overcomplicating Things
If you’ve ever thought, “I need better systems” — or you’re gearing up to hire your first team member — this one’s for you. In this episode, I'm diving deep…
- The Strategic Bookkeeper Podcast
The Strategic Bookkeeper - EP107 - Keeping Clients for Life: 5 Must-Know Strategies
What if your clients stayed with you for the entire life of their business—or even beyond? 🤯 In this episode of The Strategic Bookkeeper Podcast, I’m revealing…
- The Strategic Bookkeeper Podcast
The Strategic Bookkeeper - EP106 - Five Ways to Increase Your Revenue
Struggling to grow your revenue without constantly chasing new clients? You're not alone! The latest episode of The Strategic Bookkeeper Podcast is here to…
- The Strategic Bookkeeper Podcast
The Strategic Bookkeeper - EP105 - Inside a 5-Figure Sale A tribe Member's Success Story (Part 2)
One of our bookkeepers just closed a $10K+ sale—and in this episode of The Strategic Bookkeeper Podcast, we’re breaking down exactly how she did it! 🎧💰 Inside…
- The Strategic Bookkeeper Podcast
The Strategic Bookkeeper - EP104 - Inside a 5-Figure Sale A tribe Member's Success Story (Part 1)
Are you charging what you're worth? Or are limiting beliefs and self-doubt keeping you stuck in the cycle of underpricing? In this episode of The Strategic…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP103 - Celebrating 100 Episodes - And How to move the needle in your practice
Building a thriving bookkeeping practice isn’t about working harder—it’s about working smarter. In this special milestone episode, I’m showing you how to tap…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP102 - Inside The Strategic Bookkeeper: Updates & Insights
🚨 Something HUGE is happening at The Strategic Bookkeeper! 🚨 You asked, we listened—and we’ve made a game-changing move that puts you in control of your…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP101 - The Bookkeeping Practice BluePrint Summit
🚀 The Bookkeeping Practice Blueprint Summit is Almost Here! In this special episode, Jeannie breaks down why this summit is a total game-changer—not just…
- The Strategic Bookkeeper Podcast
The Strategic Bookkeeper - EP100 - Advisory, AP, and Automation: A Bookkeeper’s Guide
Be honest—how many times have you shared your bookkeeping expertise for free when you should have been charging for it? 👀 Join Jeannie on this week’s podcast…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP99 - The Aligned Life Reset
💡 Feeling a little out of sync? It’s time to hit reset. January is wrapping up, and if 2025 hasn’t quite started the way you hoped, this episode is for you…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP98 - Checklist to Success: Building Your Dream Bookkeeping Practice
Want to know what really happens behind the scenes in the Transformation Program? This week, Jeannie is pulling back the curtain on one of the most impactful…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP97 - Start up Questions Answered
Starting a bookkeeping practice is an exciting journey, but it’s normal to have a million questions—don’t worry, we’ve got the answers you need! 🎉 Join Jeannie…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP96 - Building Your Dream Tech Stack with Dext
Join Jeannie as she sits down with Karen Andrews, founder of Vivid Enterprise and member of the Transformation Program, to discuss Dext and its transformative…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP95 - Simplify, Scale, Succeed with Ignition
Ever wondered, “Do I really need another piece of tech?” or “Can’t I just stick with Word and emails?” You’re not alone. In this week’s episode, Jeannie chats…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP94 - Planting Seeds, Growing Clients
Just starting your bookkeeping practice or looking for fresh strategies to expand after years of running one? This week’s episode has got you covered!🌟…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP93 - Time, Tech, and Team
Feeling overwhelmed by work, stuck with outdated systems, or unsure how to build a team that truly supports your business? You’re not alone. Join Jeannie in…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP92 - Price Smart, Brand Strong
Does location affect pricing❓💭 This week, join Jeannie as she unpacks a fascinating question from Diane, a regional bookkeeper: Should your location influence…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP91 - Productise to Profit: Transforming your Bookkeeping Service
🛑🤚 Stop trading hours for dollars and start building a practice that delivers financial freedom and the lifestyle you deserve. Join Jeannie on this week’s…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP90- Increasing your profit and time wealth through efficiency with Dext
Join Jeannie on this week’s podcast as she sits down with Sabby Gill, CEO of Dext! With years of expertise creating game-changing solutions for accountants and…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP89 - Small but Mighty Blueprint
Join Jeannie Savage in this week’s podcast as she dives into a topic that’s close to her heart – building a small but mighty practice that gives you freedom…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP88 - TSB Success Panel
Join Jeannie and seven inspiring bookkeepers in the “TSB Success Panel”—a unique conversation that brought together bookkeepers in the Transformation Program…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP87 - Implementation in Action: Real-Time Coaching for Success
It’s not just about the tools—it’s how you use them to make an impact. 💪 In this week’s episode, Jeannie breaks down one of the most important keys to growing…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP86 - Inside My Signature Program
Bookkeepers, your time is NOW! 📢 Ready to scale your practice, boost your income, and create that perfect work-life balance in 2025? This one’s for YOU. Tune…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP85 - Smart Staff Strategies
Build a $200K plus practice while working fewer hours 🚀 Join Jeannie in this week’s podcast as she tackles a fellow bookkeeper’s burning questions on how to…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP84 - Tribe Member Spotlight: Kay Godfrey
🎙️ Kay Godfrey’s story is one you won’t want to miss! A standout member of the Transformation Program, she transitioned from semi-retirement to building a…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP83 - Tribe Member Spotlight: Karen Thomson
Join Jeannie in this week’s podcast as she sits down with Karen Thomson, a powerhouse of her TSB Transformation program, whose journey over the past 12 months…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP82 - Live Workshop: 7 Steps to a Thriving Practice
Solve five key problems every bookkeeper faces—and move the needle in your practice like never before 💡 Catch the USA session of the refreshed “7 Steps to a…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP81 - Tribe Member Spotlight: Karen Andrews
Jeannie sits down with Karen Andrews, a tribe member just eight weeks into the program—and she's already recouped her entire fee! (Yes, that fast!) Karen opens…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP80 - Tribe Member Spotlight: Jen Van De Wouw
Are you an introverted bookkeeper with more skills than confidence? 👀 Join Jeannie in this week’s podcast as she sits down with Jen Van De Wouw, an amazing…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP79 - The time & money involved in building your practice
Shift your mindset, bookkeepers! Stop trading hours for dollars and start building a practice that truly scales. Let’s unlock your potential! 📈 Join Jeannie in…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP78 - When is the ideal time to work with me
Ever feel like you need to have everything figured out before you can start building the practice you really want? 💭 Here’s the reality: waiting won’t get you…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP77 - Pricing for Profit & Joy (Part 3)
Master your pricing strategy and start reaching your Rome with greater profit and joy 🌟 Discover how to align your pricing model and services with your…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP76 - Pricing for Profit & Joy (Part 2)
Unlock the secrets to crafting your pricing strategy in a way that supports your financial goals and allows you to truly enjoy what you do every day 🙌🙌. We’re…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP75 - Pricing for Profit & Joy (Part 1)
After helping you map out your own version of Rome and build a powerful business playbook, Jeannie is taking it a step further with the next piece of the…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP74 - Plan for Success, Here's How
What is your Rome? 📍 Join Jeannie in this week’s episode as she dives into a member’s questions around building the dream practice—from assembling the right…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP73 - OMG Don't do this
Imagine planning a road trip for so long, only to realise you’ve been driving in the wrong direction all along… 😵 Join Jeannie in this week’s episode as she…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP72 - Recruit & Manage Winning Teams
Master the Formula for Building and Leading High-Performing Teams, Locally and Offshore 🚀 Join Jeannie and Meryl, lead ambassador for TeamUp and visionary…
The Strategic Bookkeeper PodcastThe Strategic Bookkeeper - EP71 - Systems & Team with Claire Beckett
It's time to focus on working on your business, not just in it 📢 Join Jeannie for a compelling conversation with Claire Beckett, a member of the Transformation…