Episodi

  • The Strategic Bookkeeper - EP151 - The Three Stages of Client Conversion
    Jan 22 2026

    If selling feels awkward, forced, or draining…

    you’re probably trying to rush the decision.

    Most bookkeepers don’t struggle because they lack ability — they struggle because clients are being asked to decide before they’re ready.

    Join Jeannie in the latest episode of The Strategic Bookkeeper Podcast as she shares a calmer way to actually land clients — one that lets them decide confidently, in their own time, without pressure or persuasion.

    No chasing.

    No convincing.

    No discounting.

    Just a clear, professional process that builds trust first — and makes price far less of an issue.

    Short. Practical. Immediately useful.

    🎧 New episode: The Three Stages of Client Conversion

    Hit PLAY now.

    📌 Podcast resources:

    • The Busy Bookkeeper Reset: https://thestrategicbookkeeper.global/busybookkeeper
    • The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype
    • The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing


    #ClientConversion #SellingWithConfidence #PriceStrategy #BookkeepersInPractice #BookkeepingBusiness #TheStrategicBookkeeper #JeannieSavage

    Mostra di più Mostra meno
    15 min
  • The Strategic Bookkeeper - EP150 - How To Name Your Bookkeeping Practice
    Jan 15 2026

    Many highly skilled bookkeepers struggle to grow because of one thing: their business name.

    Join Jeannie in this episode of The Strategic Bookkeeper Podcast as she breaks down how to name (or rename) your bookkeeping practice so it actually does some of the heavy lifting for you—

    🎯 attracting the right clients, 💎 supporting premium pricing, 💪 and setting you up for a strong brand from day one.

    If you’re early in your journey, this will save you time, money, and second-guessing.

    If you’re established, it’ll give you clarity — and caution — before you change anything.

    You don’t need the perfect name.

    You do need one that points to the benefit, not just the task.

    🎧 Listen now.

    📌 Podcast resources:

    • The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype

    • The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing


    #BusinessNaming #RebrandingYourBusiness #StartupBookkeeper #PersonalBranding #BookkeepersInPractice #BookkeepingBusiness #TheStrategicBookkeeper

    Mostra di più Mostra meno
    13 min
  • The Strategic Bookkeeper - EP149 - The Power of a Structured Needs Analysis
    Jan 8 2026

    If your enquiries keep asking “how much do you charge?”,

    this episode will sting (in a good way).

    Because the problem isn’t your pricing.

    It’s what you’re doing in the first five minutes.

    Join Jeannie in this week’s episode as she breaks down the one system that quietly separates:

    😵 bookkeepers who are busy, underpaid, and exhausted

    from

    😎 bookkeepers who sign high-value clients fast — without price being the focus

    You’ll learn:

    – why your current “discovery call” is leaking profit

    – how to run a 5-minute needs analysis that changes the power dynamic

    – the exact question that creates instant trust and emotional buy-in

    – how to stop giving away strategy for free

    – and how to turn an enquiry into a forever client

    Do this right, and clients stop shopping.

    They start committing.

    🎧 Listen now.

    📌 Podcast resources:

    • The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing

    • The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype


    #DiscoveryCalls #ClientOnboarding #NeedsAnalysis #ClientConversion #ConfidentBookkeeper #BookkeepingPractice #TheStrategicBookkeeper

    Mostra di più Mostra meno
    28 min
  • The Strategic Bookkeeper - EP148 - What Failure Looks Like — And Why It's Fixable
    Dec 18 2025

    Most bookkeeping practices don’t fail loudly.

    They fail quietly.

    The work keeps coming in.

    The days stay full.

    And yet… the reward never quite matches the effort.

    Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she breaks down what failure really looks like in a bookkeeping practice — how it actually shows up, why so many capable bookkeepers don’t see it coming, and what’s usually sitting underneath the busyness.

    This isn’t about motivation.

    And it’s definitely not about doing more.

    It’s about understanding what’s really happening — so you don’t carry the same patterns into next year.

    If something’s felt off, this episode will help you name it. 💡

    📌 Podcast resources:

    • The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing

    • The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype


    #BookedButBroken #BBB #BookedAndBusy #PracticeClarity #WhenBusyIsntSuccess #FailureReframed #BusinessThatWorks #SustainablePractice #BookkeepingStrategies #StrategicBookkeeping #ProfitablePractice #BookkeepingPractice #TheStrategicBookkeeper #JeannieSavage

    Mostra di più Mostra meno
    20 min
  • The Strategic Bookkeeper - EP147 - The AI Framework Every Bookkeeper Needs
    Dec 11 2025

    ChatGPT on Monday: “Here’s the perfect answer!”

    ChatGPT on Tuesday: “Bookkeeping… never heard of her.” 😂

    If you’ve ever had that wtf moment with AI… you’re in very good company.

    Bookkeepers everywhere are running into the same issue: ChatGPT is brilliant one minute and absolutely chaotic the next.

    But here’s the thing — it’s not you, and it’s not your prompts.

    There’s a missing piece no one is teaching properly… and once you add it, AI suddenly becomes reliable, consistent, and genuinely time-saving.

    Join Jeannie in this week’s episode as she breaks down:

    ✨ Why ChatGPT swings from genius to chaotic—especially inside bookkeeping workflows

    ✨ The simple framework that makes AI behave like a trained team member

    ✨ How to stop wasting hours “fixing” AI outputs and get results that are accurate the first time

    This is practical, zero-fluff, bookkeeping-specific AI advice — the kind our industry has been desperately needing.

    If you want AI that actually supports your practice (not stresses you out), pour a cuppa and dive in 🎧

    📌 Podcast resources:

    • The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing

    • The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype


    #AIMadeSimple #AIPoweredPractice #AIForBookkeepers #ChatGPTForBookkeepers #ChatGPTTips #ProductivityHacks #WorkSmarterNotHarder #BookkeepingStrategies #StrategicBookkeeping #ProfitablePractice #BookkeepingPractice #TheStrategicBookkeeper #JeannieSavage

    Mostra di più Mostra meno
    21 min
  • B2 | EP 146.G Chapter 7 — Wearing your Business Development Hat [The Bookkeeping Practice Blueprint by Jeannie Savage]
    Dec 11 2025

    Welcome to The Bookkeeping Practice Blueprint — the book designed to take you from knowing what to do to actually doing it.

    Where The Strategic Bookkeeper opened your eyes to what’s possible, the Blueprint shows you exactly how to make it real inside your practice.

    This isn’t a motivational book.

    This is your operating system.

    Inside each chapter, Jeannie walks you through the exact framework she uses to help bookkeepers diagnose problems, prioritise what matters, and build a practice that runs smoothly — with less overwhelm and more precision.

    Each chapter acts like a checkpoint, helping you answer questions such as:

    • What’s actually holding my practice back right now?
    • What should I fix first?
    • What can I stop doing?
    • Where am I strong, and where am I stretched too thin?

    Through the Blueprint, you’ll learn how to:

    • See your practice as a system — not a pile of tasks
    • Build structure that supports profit, capacity, and calm
    • Streamline the work that drains your time
    • Strengthen the areas that will give you the biggest lift
    • Make changes without the drama or confusion
    • Create momentum with small, strategic improvements

    If you’ve ever felt unsure where to start — or you’ve been trying to grow without a clear plan — this Blueprint brings everything into focus.

    Simple. Practical. Actionable.

    It’s the clarity tool every bookkeeper needs.

    Links & Resources — Take Your Next Step

    👉 Blueprint Worksheets & Tools (Free)

    Follow along with the resources referenced inside the book.

    ⁠⁠https://www.thestrategicbookkeeper.global/blueprintresources⁠⁠

    👉 Join the Facebook Community: The Strategic Bookkeeper’s Way

    Connect with bookkeepers on the same journey, get support, stay inspired, and see what’s possible for you next.

    ⁠⁠⁠⁠fb.com/groups/thestrategicbookkeepersway⁠⁠⁠⁠

    👉 Explore The Strategic Bookkeeper Transformation Program

    Discover done-for-you assets, clear systems, and a proven path to a thriving practice. Start here:

    ⁠⁠⁠⁠https://www.thestrategicbookkeeper.global/tsb

    Mostra di più Mostra meno
    28 min
  • B2 | EP 146.F Chapter 6 — Finding and Engaging your Audience [The Bookkeeping Practice Blueprint by Jeannie Savage]
    Dec 11 2025

    Welcome to The Bookkeeping Practice Blueprint — the book designed to take you from knowing what to do to actually doing it.

    Where The Strategic Bookkeeper opened your eyes to what’s possible, the Blueprint shows you exactly how to make it real inside your practice.

    This isn’t a motivational book.

    This is your operating system.

    Inside each chapter, Jeannie walks you through the exact framework she uses to help bookkeepers diagnose problems, prioritise what matters, and build a practice that runs smoothly — with less overwhelm and more precision.

    Each chapter acts like a checkpoint, helping you answer questions such as:

    • What’s actually holding my practice back right now?
    • What should I fix first?
    • What can I stop doing?
    • Where am I strong, and where am I stretched too thin?

    Through the Blueprint, you’ll learn how to:

    • See your practice as a system — not a pile of tasks
    • Build structure that supports profit, capacity, and calm
    • Streamline the work that drains your time
    • Strengthen the areas that will give you the biggest lift
    • Make changes without the drama or confusion
    • Create momentum with small, strategic improvements

    If you’ve ever felt unsure where to start — or you’ve been trying to grow without a clear plan — this Blueprint brings everything into focus.

    Simple. Practical. Actionable.

    It’s the clarity tool every bookkeeper needs.

    Links & Resources — Take Your Next Step

    👉 Blueprint Worksheets & Tools (Free)

    Follow along with the resources referenced inside the book.

    ⁠⁠https://www.thestrategicbookkeeper.global/blueprintresources⁠⁠

    👉 Join the Facebook Community: The Strategic Bookkeeper’s Way

    Connect with bookkeepers on the same journey, get support, stay inspired, and see what’s possible for you next.

    ⁠⁠⁠fb.com/groups/thestrategicbookkeepersway⁠⁠⁠

    👉 Explore The Strategic Bookkeeper Transformation Program

    Discover done-for-you assets, clear systems, and a proven path to a thriving practice. Start here:

    ⁠⁠⁠https://www.thestrategicbookkeeper.global/tsb

    Mostra di più Mostra meno
    45 min
  • B2 | EP 146.E Chapter 5 — Product Ladder [The Bookkeeping Practice Blueprint by Jeannie Savage]
    Dec 11 2025

    Welcome to The Bookkeeping Practice Blueprint — the book designed to take you from knowing what to do to actually doing it.

    Where The Strategic Bookkeeper opened your eyes to what’s possible, the Blueprint shows you exactly how to make it real inside your practice.

    This isn’t a motivational book.

    This is your operating system.

    Inside each chapter, Jeannie walks you through the exact framework she uses to help bookkeepers diagnose problems, prioritise what matters, and build a practice that runs smoothly — with less overwhelm and more precision.

    Each chapter acts like a checkpoint, helping you answer questions such as:

    • What’s actually holding my practice back right now?
    • What should I fix first?
    • What can I stop doing?
    • Where am I strong, and where am I stretched too thin?

    Through the Blueprint, you’ll learn how to:

    • See your practice as a system — not a pile of tasks
    • Build structure that supports profit, capacity, and calm
    • Streamline the work that drains your time
    • Strengthen the areas that will give you the biggest lift
    • Make changes without the drama or confusion
    • Create momentum with small, strategic improvements

    If you’ve ever felt unsure where to start — or you’ve been trying to grow without a clear plan — this Blueprint brings everything into focus.

    Simple. Practical. Actionable.

    It’s the clarity tool every bookkeeper needs.

    Links & Resources — Take Your Next Step

    👉 Blueprint Worksheets & Tools (Free)

    Follow along with the resources referenced inside the book.

    ⁠⁠https://www.thestrategicbookkeeper.global/blueprintresources⁠⁠

    👉 Join the Facebook Community: The Strategic Bookkeeper’s Way

    Connect with bookkeepers on the same journey, get support, stay inspired, and see what’s possible for you next.

    ⁠⁠fb.com/groups/thestrategicbookkeepersway⁠⁠

    👉 Explore The Strategic Bookkeeper Transformation Program

    Discover done-for-you assets, clear systems, and a proven path to a thriving practice. Start here:

    ⁠⁠https://www.thestrategicbookkeeper.global/tsb

    Mostra di più Mostra meno
    31 min