The Bookkeepers' Podcast
The Bookkeepers' Podcast is aimed at bookkeepers who want to build more profitable practices and earn more from their work. It offers advice and insights for growing a bookkeeping business. The show is connected to The 6 Figure Bookkeeper community. Listeners are directed to a free 6 Figure Practice Planner for additional support.
Episodes
Should a Bookkeeper Fear AI or Use It_
As a bookkeeper, are you thinking about AI and technology and the future of work?
In this episode, we dive deep into the world of AI with expert Tina Valland, founder of Women in Alliances.
She shares her journey from a passion for technology to becoming a key player in the AI landscape.
We also go through how AI is reshaping industries, enhancing workflows, and even changing the way we interac
Hacking Your Habits as a Bookkeeper_1
Master 90-day planning as a bookkeeper to organise your workload and maintain consistency in your bookkeeper business all year round.
Whether you are trying to navigate seasonal busy periods as a bookkeeper or just need a better way to structure your time, having a clear roadmap is essential.
In this episode, we break down why we prefer specific planning cycles, like the 12-week year approach, t
How a Bookkeeper Can Take a Month Off Every Year
Can you actually take a month off every year as a bookkeeper? We discuss the systems you need to build a sustainable business.
In this episode, we sit down with Matt Essam to look at what it really takes to step away from your daily operations as a bookkeeper without everything falling apart.
We explore why business owners often struggle to disconnect and how you can shift your perspective on th
How a Bookkeeper Can Win Clients Without Selling
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
The AI Habit Costing a Bookkeeper Their Clients
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 m
What a Bookkeeper Gets WRONG About Selling Their Business
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 Linked
This Bookkeeper Cut Her Bill by 89%
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 amid
The Looming Threat a Bookkeeper CAN'T AFFORD to Ignore
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
The Bookkeeper Hiring Crisis Nobody Is Talking About
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 fa
The Bookkeeper Lessons That Could Save You Years of Mistakes
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 gro
The Bookkeeper’s Guide to Making Tax Digital_1
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 bookkeepe
Why a Bookkeeper Should Rethink Their Pricing
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, h
How Every Bookkeeper Becomes a Finance Partner
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://bi
How a Bookkeeper Builds a Tech Stack that Buys Back Time
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 conversati
Why AI is good news for every 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 l
How a Smart Bookkeeper Uses AI
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 fu
Building a £1Million Bookkeeper Practice - With Stuart Hurst-
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 o
The Bookkeeper Lease Accounting Guide - With Christo Kritzinger
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
Why a Bookkeeper Feels More Uncertain Than Ever
The world feels uncertain, and every bookkeeper is seeing the impact.
In this episode of The Bookkeepers Podcast, we discuss anxiety in business, forecasting for uncertain times, the rise of AI, Making Tax Digital, and what the future looks like for the modern bookkeeper.
We explore how a bookkeeper can help clients navigate uncertainty, where AI fits into the profession, and why human insight a
Why Menopause Hits a Female Bookkeeper SO HARD
We want to talk about something that's really important for the women in our community today. Claire Snowden-Darling joins us to discuss health and wellness, particularly focusing on hormones and menopause.
Many women are unaware of how their hormonal health impacts their lives, especially in the context of running a business. Claire highlights the epidemic of young women facing hormone issues an
The Bookkeeper AI Shift Happening Right Now
We are very fortunate to have an amazing community of people around us who are happy to come and chat to us on the Bookkeeper Podcast.
Today, we’re joined by Bogdan Uzbekov from Apron.
With AI rapidly changing the landscape, Apron is at the forefront, helping users streamline their processes and enhance their efficiency.
Join us as we explore how Apron is transforming the bookkeeper experience
The Bookkeeper Skill AI CANT Replace
In today's episode, we dive deep into the inspiring journey of bookkeeper Nadia Gibbs from Birdsong Accountancy.
She shares her unique transition into a bookkeeper later in life, overcoming challenges, and the incredible growth of her business.
Nadia's story is a testament to the power of resilience and adaptability, especially for those considering a career change to a bookkeeper.
Check out He
The Bookkeeper Skill That Builds 10+ Year Clients
We always say in the Bookkeepers Collective that it's really important to have a little black book because we think that the more people you know, the more people you can connect your clients to and this just helps you to be a more trusted advisor.
In this episode, I chat with my good friend and financial advisor, Bella Clark, about the importance of financial planning and how it can help both bo
Why a Bookkeeper Isn't Work Ready (and How To Fix it)
In the 6 Figure Bookkeeper, a recurring discussion revolves around the challenge of gaining work experience in bookkeeping, especially for those aspiring to become a bookkeeper.
This episode tackles how to overcome the hurdle of not having a bookkeeper job when you need experience.
We dive into practical bookkeeping tips and strategies to build confidence and start your bookkeeping business, eve
This Bookkeeper Built a 300-Client Practice
We sit down with Julie Williams on the Bookkeepers Podcast, sponsored by Xero, to discuss building a successful bookkeeping practice.
This episode provides valuable insights into operational strategies for business growth and the importance of digitalisation. We also touch upon the broader aspects of accounting and finance for small business.
Connect with Julie: https://www.holliesbookkeeping.co
The Bookkeeper Mistake That Makes Advisory Impossible
So you keep hearing that you need to offer an advisory service, but what do you need to do before you can even offer that service?
In this episode, we dive into the fundamentals of setting up an advisory service with Kieran Lotze from SYFT.
Kieran shares insights on how to integrate analytics into your workflow and the importance of data health. With the right tools, you can transform your bookk
The Bookkeeper Habit That Quietly Increases Your Prices
We are very lucky to have an amazing community of bookkeepers working with us in the Bookkeepers Collective.
Today, we chat with Matthew Meston, a passionate bookkeeper who shares his journey of starting his own practice.
Matthew discusses the challenges of pricing and the importance of providing a personal approach to clients.
He believes that clear communication and accountability are key to
Why Qualified Bookkeepers Still Lack Confidence
In this episode of The Bookkeepers Podcast, sponsored by Xero, we discuss the challenges of building a business while grappling with impostor syndrome as a bookkeeper.
It's a common feeling, especially when starting a business, and we share our own experiences with it. We also offer business tips and insights into maintaining your mental health throughout your entrepreneurship journey.
Check out
Should You Become a Bookkeeper in 2026
In this episode of The Bookkeepers Podcast, sponsored by Xero, we discuss whether starting a new bookkeeper practice is a sound decision given the current industry trends.
We also explore the impact of artificial intelligence on the profession and share our thoughts on the future of work in bookkeeping.
This conversation is essential for anyone considering a small business in this evolving field
From Zero to Bookkeeper of the Year
We sit down with award-winning bookkeeper Trudie Howman to break down her journey from accidental freelancer to Bookkeeper of the Year.
If you’re a bookkeeper trying to grow your business, this episode is packed with real-world insight. Trudie shares how she went from manually entering data and just covering the bills… to building a profitable, systemised bookkeeper business with a team, strong c
How a Bookkeeper Should Actually use AI
In this episode of the Bookkeepers Podcast, we sit down with Lee Russell to break down how AI is actually changing the industry and what it means for every bookkeeper moving forward. 
Most people are approaching AI the wrong way. They’re layering it on top of old systems instead of rethinking how value is delivered. That’s where a modern bookkeeper has a huge opportunity to stand out.
We talk
The North Star Every Bookkeeper is Missing - with Will Polston
Jo and I are really fortunate to have an amazing little black book of contacts, and today we’re diving deep into a conversation with Will Polston about confidence and business growth.
Will shares his journey from believing money equals happiness to discovering the true drivers of success. He emphasises the importance of collaboration over competition and how having a clear vision, or 'North Star'
How Bookkeepers Build A Business Without Burning Out
As a bookkeeper, what's the TRUE reality of balancing running a business with parenting?
We share our experiences, as it may look easy from the outside, but achieving a healthy work life balance requires significant effort behind the scenes as a bookkeeper.
This conversation is especially relevant for anyone in bookkeeping or other demanding fields, providing a candid look at managing both perso
How Bookkeepers Accelerate Growth Through Community
As bookkeepers, we spent a week with millionaires and learned valuable lessons that significantly impact our approach to finance and business tips!
This experience on the Bookkeepers Podcast, sponsored by Xero, we go through the entrepreneur mindset needed for growth.
We discuss that the life of an entrepreneur involves strategic investments and a commitment to ongoing learning, offering crucial
What Bookkeepers Don’t Realise About Branding (It’s Not Your Logo)
a Bookkeepers brand is more than a logo.
In this episode, we dive deep into the rebranding journey of the 6 Figure Bookkeeper with creative director Olly Whitman.
Discover how a bookkeepers brand evolves beyond just visual elements and why understanding your audience is crucial.
Olly shares insights on how to infuse personality into your brand, making it memorable and relatable. He emphasises t
Why Some Bookkeepers Quietly Make More Profit
So what's the difference between bookkeepers and an accountants?
In this video, we dive deep into the nuances of these two roles, exploring their training, responsibilities, and how technology is blurring the lines.
Many people often confuse the two, but understanding their distinct functions can significantly impact your business.
Bookkeepers manage daily financial transactions, while accounta
Why Compliance-Only Bookkeepers Get Stuck
Jo and I always think that for bookkeepers, having a little black book is the starting point to advisory.
In this episode, we dive deep into the world of bookkeeperz advisory services and how they can elevate your business.
We chat with Sam from Nexus, who shares invaluable insights on building partnerships that can help you become a better business owner. Discover how to spot opportunities for
How Bookeepers Become Indispensible in 2026
How can bookkeepers become financially essential in 2026?
In this episode, we dive into the changing landscape for bookkeepers and how to ensure you are an indispensable asset to your clients.
With the economy shifting and small businesses becoming more selective, it’s crucial to articulate the value you bring. You need to be seen as a finance lead, not just someone who checks boxes.
Chapters:
How Smart Bookkeepers Price Their Services
Most bookkeepers struggle with pricing, not because they lack skill, but because they don’t understand how smart bookkeepers actually think about value.
In this episode, I break down:
- How bookkeepers should approach pricing
- Why bookkeepers often undercharge
- What separates confident bookkeepers from hesitant bookkeepers.
If you’re a bookkeeper or working with bookkeepers, this conversation
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 w
What bookkeepers need to know about Business Growth
In this episode, Zoe explores what bookkeepers must understand to strategically grow their bookkeeping practice in 2026. She encourages listeners to “break” their existing business model in order to rebuild a scalable structure that supports long-term goals. The discussion centres on revisiting your original vision, designing systems that function without you, choosing a defined niche, and develop
What bookkeepers need to know about AI
Get your FREE 6 Figure Practice Planner at 6figurebookkeeper.com
In this episode, Jo and Zoe break down the fast-evolving world of artificial intelligence and what it means for bookkeepers right now. They explore the opportunities, risks, and everyday use cases—from email management and strategic planning to research tools and AI agents. With their signature blend of humour and practical advice,
HMRC’s Craig Ogilvie on Making Tax Digital (MTD for IT) and the Future for UK Bookkeepers
What does success look like for HMRC with Making Tax Digital – and what does it really mean for the bookkeepers doing the work on the ground? In this Leadership Takeover Session, Craig Ogilvie, HMRC’s Director for Making Tax Digital, explains the “why” behind MTD for Income Tax, how it will change the UK tax system, and why he believes bookkeepers are central to making it work for small businesses
This CEO Habit Fixes Businesses Fast - CEO of Dext, Sabby Gill on the Future of Bookkeeping
What does the future of bookkeeping actually look like when AI gets practical?
Sabby Gill (CEO of Dext) breaks down what’s changing, what won’t, and how bookkeepers stay indispensable.
You’ll hear how a SaaS CEO thinks about time-saving automation, why “customer voice” should shape your roadmap (even in a practice), and why the human relationship side of bookkeeping becomes more valuable as syste
Client Success, Pricing Confidence and Loyal Teams with Jack Choppin (GoProposal by Sage)
In this Leadership Takeover Session, Jack Choppin – employee number one at GoProposal (now GoProposal by Sage) and long-time head of Client Success – explains how bookkeepers can build confident teams, challenge clients on pricing and create “shock and awe” experiences that drive loyalty and growth. For UK bookkeepers bringing in their first team member, or trying to get braver with fees, this is
Bookkeeping Advisory: Using Automation to Deliver Real-Time Reporting with Paul Lodder of Dext
Be honest: have you set up automation… but not really adopted it?
In this episode of our Leadership Series, Paul Lodder (VP of Accounting & Product Strategy at Dext) breaks down how to use Dext automation to create capacity, improve real-time reporting, and move clients from reactive to in control.
Download Dext's Compliance to Advisory Guide, here: https://info.dext.com/compliance-to-advisory-g
Stuart Miller (Xero): MTD, AI, Policy and Financial Literacy for Bookkeepers
In this Leadership Takeover Session, Stuart Miller, Director of Public Policy and Technology Research at Xero, shares what’s really happening behind the scenes with MTD, AI and financial literacy – and what it all means for UK bookkeepers. If you’ve ever wondered who sits in the rooms with government, regulators and tech companies speaking up for small businesses and their advisers, this episode j
How Apron’s Bogdan Uzbekov Builds High-Performing Teams and Fixes Small Business Payments
In this episode, Apron founder Bogdan Uzbekov explains how he built a 100+ person payments team, created a culture where people “do the work of their lives”, and why his 10-year vision includes building something in space. For UK bookkeepers, accountants and small business owners, this is a practical masterclass in leadership, team culture and modern business payments.
The way you build your team
How to Get Visible as a Bookkeeper: Sage’s Chris Downing on Confidence, Tech and Career
How to Get Visible as a Bookkeeper: Sage’s Chris Downing on Confidence, Tech and Career Opportunities
In this Leadership Takeover Session, Sage’s Chris Downing shows bookkeepers and accountants exactly how to get more visible, build a reputation that feels authentic, and turn their experience into new opportunities – without pretending to be someone they’re not. Drawing on 19 years in practice (f
Will AI Replace Bookkeepers? Max Whiteley on Advisory, Dext and Your Future Role
The future of bookkeeping is not data entry — it is trusted financial partnership. In this episode of the 6FB Sofa Sessions, Max Whiteley, Product Domain Expert at Dext and multiple award-winning practice leader, explains exactly how UK bookkeepers can move from compliance into real advisory, and why confidence, curiosity and commercial thinking now matter more than technical perfection.
Register
Xero’s Kate Hayward on Small Business, Financial Literacy and the Future of Bookkeeping
In this Leadership Takeover session, Kate Hayward, Managing Director of Xero UK, shares how growing up in a self-employed household shaped her views on risk, money and why bookkeepers are now more vital than ever to small businesses. For UK bookkeepers, this is a clear, honest look at where the profession is heading and how to stay at the centre of it.
Kate talks about watching her parents worry
Xero’s Kate Hayward on Financial Literacy, Small Business and the Future of UK Bookkeepers
In this Sofa Session, Kate Hayward, Managing Director of Xero UK, shares how growing up in a self-employed household shaped her views on risk, money and why bookkeepers are now more vital than ever to small businesses. For UK bookkeepers, this is a clear, honest look at where the profession is heading and how to stay at the centre of it.
Kate talks about watching her parents worry over money at t
ICB CEO Ami Copeland: The Future of Bookkeeping, FCA Regulation and MTD
What does the future really look like for UK bookkeepers as regulation tightens, MTD expands and professionalism becomes more important than ever? In this episode of the 6FB Sofa Sessions, Ami Copeland, CEO of the Institute of Certified Bookkeepers (ICB), explains exactly what’s changing, what standards matter most, and how bookkeepers can protect, grow and future-proof their practices.
Ami leads
How to Start a Bookkeeping Practice in 2026
In this episode, Jo and Zoe take a deep dive into what it really looks like to start a bookkeeping business in 2026. Rather than jumping straight into checklists and compliance, they challenge aspiring bookkeepers to step back and understand the real reason behind wanting to start a practice — freedom, financial stability, and flexibility. They explain how important it is to design the business ar
Your Bookkeeping Practice is out of date and heres what to do about it
The Dext Effect: How Modern Bookkeepers Save UK SMBs: https://subscribepage.io/qn0D3U
We talk about the Dext report here: https://www.youtube.com/watch?v=02y_ZDbROus
In this solo episode, Zoe dives into why so many bookkeeping practices are falling behind — not because of skill, but because the industry has evolved faster than the services most bookkeepers are offering. Drawing on new data from
How to Turn Happy Bookkeeping Clients into a Consistent Stream of Referrals
In this third and final part of the client-finding series, Jo and Zoe move beyond foundations and personal branding into advanced, “pro-level” strategies for winning bookkeeping clients through referrals. They break down how to turn happy clients into loyal advocates who consistently recommend you, so your pipeline fills without you constantly hustling for every new lead.
They explore what it rea
Intermediate HOW TO GET BOOKKEEPING CLIENTS PART 2 of 3
In this second instalment of the three-part “How to Find Bookkeeping Clients” series, Jo and Zoe dive deep into why personal branding is essential for bookkeepers who want to grow their practices. Building on video one’s “business foundations”, this episode explores how trust-building, visibility, reputation, and consistency help bookkeepers stand out in a crowded industry—especially in an online
Beginner Strategies to Find Your First Bookkeeping Clients
In this first video of a three-part series on finding bookkeeping clients, Jo and Zoe break down the beginner foundations you need in place to win your first few clients with confidence. They talk honestly about the fear, vulnerability and “baggage” that new bookkeepers bring when they leave employment, and why that very first client matters so much for your belief, validation and momentum.
Throu
20 Years of Bookkeeping Experience in 29 Minutes — by Someone Who Grew from £0 to 6 Figures
In this episode, Jo and Zoe condense two decades of bookkeeping wisdom into just 29 minutes. They reflect on their biggest lessons, from pricing and mindset to boundaries and burnout, revealing the truths that transformed their businesses from £0 to six figures.
They discuss why qualification is only the beginning, how to think like a business owner instead of a freelancer, and why value-based pr
13 Free Resources Every New Bookkeeper Needs to Grow Faster
6 Figure Bookkeeper Key links: https://linktr.ee/6fb
Links to all the stuff we mention
🧾 Xero State of the Industry Report (2025): https://www.xero.com/uk/campaign/partner/industry-report/
💰 BisVal Express Business Valuation: https://bizvalglobal.com/
📊 Dext Report – UK SME Insights: https://info.dext.com/dext-built-for-bigger-things-exclusive-report
🧮 6 Figure Bookkeepers Minimum Hourly Rate
How to Find Bookkeeping Clients Without Social Media
find our links here: https://linktr.ee/6fb
In this refreshingly practical episode, Jo and Zoe share how bookkeepers can find clients without relying on social media. While both love online marketing (and even built their own social media tool, Journal), they recognise that not every bookkeeper feels confident online.
This conversation breaks down a simple three-level approach for finding clients
Delivering the Golden Standard of Service Your Clients Deserve
In this final instalment of their three-part series, Jo and Zoe unpack what it means to offer advanced bookkeeping services — the level beyond bank reconciliations and cash flow forecasts. They challenge bookkeepers to step into a more strategic role by holding clients accountable, interpreting data, and driving decisions that impact long-term success.
They explore how bookkeepers can transition f
How to Price and Package Your Intermediate Bookkeeping Services
In this second instalment of their three-part series, Jo and Zoe dive into what it means to transition from offering basic bookkeeping to providing intermediate-level services. They explore how bookkeepers can move beyond reconciliations and historical data to become invaluable financial partners for their clients. The discussion covers cashflow forecasting, corporation tax provisions, KPI dashboa
What Should a Bookkeeper Actually Do? Defining Your Basic Service
This episode kicks off a three-part mini-series defining the core service levels for bookkeepers: beginner, intermediate, and advanced. Jo and Zoe focus here on the bare-minimum, beginner bookkeeping service—what you must deliver to confidently charge for your work and meet client expectations.
They cover the bookkeeper–accountant boundary, where compliance starts and stops, and the practical ste
Episode 343 Stop Saying You Care, Prove It- The Truth About Customer Service
Jo and Zoe unpack real-world customer service moments (good, bad, and “oh no!”) from hotels and travel, then translate them into practical ways bookkeepers can delight clients without overpromising or underpricing. From clear communication paths and response expectations to building systems that “put out the fire once,” they show how your service standard should drive your pricing, capacity, and t
Bookkeepers Bootcamp: The Best Business Strategy Week your business has EVER experienced and it's FREE
Bookkeepers Bootcamp: The Best Business Strategy Week your business has EVER experienced and it's FREE.
We start on Sunday 5th October at 7pm with live sessions every evening for the following three evenings.
This is about working STRATEGICALLY on your bookkeeping practice and we can't wait to see you there.
Register free at bookkeepersbootcamp.scoreapp.com
And don't worry if you can't join liv
Episode 342 Building Confidence as a Bookkeeper (Even Without Clients Yet)
Hey Monika work experience: https://www.heymonika.com/
In this episode, Jo and Zoe dive into the challenges bookkeepers face when trying to gain practical work experience. They reflect on their own career journeys, from retraining and apprenticeships to learning vital lessons through real-world scenarios that exams never cover. The conversation highlights the gap between technical qualifications
Episode 341 How to Handle a Bookeeping Clean Up Job
In this episode of The Bookkeepers’ Podcast, we tackle one of the most common challenges in the bookkeeping world: clean up jobs. Jo and Zoe dive into the practical steps bookkeepers should take when dealing with a client who’s fallen behind, whether it’s a few months of missed entries or a year-long backlog.
They discuss how to set boundaries, determine whether to take on a clean up job at all,
Episode 340: Unschooling. You NEED to hear this!
In this deeply personal conversation, Jo opens up about her family’s journey from school anxiety and selective mutism to a self-directed, joyful approach to learning: unschooling. She shares the early signs that traditional school wasn’t working for her daughter, including a traumatic bullying incident, health challenges, and escalating panic attacks in Year 8. Despite trying reduced timetables an
Episode 339: 5 Best Niches for Bookkeepers
Join the collective - https://www.6figurebookkeeper.com/
Get Journal and fic your online presence - https://www.bookkeepersmarketing.com/
In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman take a deep dive into the five most profitable and practical niches for bookkeepers to consider. Niching can be one of the most important decisions in your bookkeeping journey—yet it’s often
Episode 338: From Subcontractor to Bookkeeper of the Year — The 6FB Collective Effect
Reach 6 Figures as a Bookkeeper - https://www.6figurebookkeeper.com/collective/
In this episode, we speak with Steph Nicholson — member of The Bookkeepers’ Collective, ambassador, and our Bookkeeper of the Year — about moving from industry into practice, navigating practising licences, building confidence through community and networking, and a standout cashflow turnaround that saved 40 jobs. Ste
Episode 337: What Does a Bookkeeper Actually Do?
Try Journal free for 14 days: https://www.bookkeepersmarketing.com/
Take part in our Summer Survey: https://6fbsummer.scoreapp.com/p/summer2025
In this episode of The Bookkeepers’ Podcast, we take a fresh, practical look at what bookkeepers actually do—end to end. We walk through the real workflow for small businesses: choosing cloud software and connecting bank feeds, coding sales and expenses w
Episode 336: The Bookkeeper’s Guide to Stress-Free Social Media
Try Journal free for 14 days: https://www.bookkeepersmarketing.com/
Take part in our Summer Survey: https://6fbsummer.scoreapp.com/p/summer2025
In this episode, Jo and Zoe dive deep into the challenges bookkeepers face when it comes to showing up consistently on social media. They discuss the fears, mistakes, and mindset blocks that often hold bookkeepers back—from bad Canva templates to blank-pa
Episode 335: How to Price Bookkeeping Services (And How to Re-price without Losing ALL YOUR CLIENTS)
⬇️ Resources for Bookkeepers
linktr.ee/6fb
⬇️ Take part in the Summer Survey to find out what other bookkeepers are charging.
https://6fbsummer.scoreapp.com/p/summer2025
⬇️ Join The Bookkeepers' Collective
https://6figurebookkeeper.com
Jo Wood and Zoe Whitman dive into one of the most frequently asked questions in the bookkeeping community - how should you price your services? Drawing on ins
Episode 334: What Bookkeepers should be doing for their clients in 2025
Jo and Zoe will be discussing a study of 500 business leaders based in the UK conducted by Dext by IRIS on the cost of wasted potential for your client's business
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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,
Episode 333: 6 Business Lessons You Can Use Every Day!
In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman explore six powerful business lessons they’ve learned over the years—insights that apply far beyond the world of bookkeeping. From reframing failure to embracing automation and understanding your money story, Jo and Zoe share personal anecdotes and honest reflections that show how running a business can teach us about resilience,
Episode 332: Secret Tips How I managed 65 bookkeeping clients and generated £25k a month
In this episode of The Bookkeepers' Podcast, Zoe Whitman interviews her co-host Jo Wood, who shares what it really takes to run a high-performing bookkeeping practice. At the peak of her business, Jo was supporting 65 clients and generating consistent turnover of £25,000 per month. She talks through how she built and led her team, structured her services, and developed systems that allowed her to
Episode 331: I Nearly Died They're Lying About Business
In this special episode of The Bookkeepers’ Podcast, Zoe interviews her co-host and business partner Jo Wood about her incredible journey from struggling with self-belief to building and eventually selling her award-winning bookkeeping practice, Jo Wood Virtual FD.
Jo shares openly about the personal challenges that shaped her—including childhood bullying, becoming a young mum, and health issues c
Episode 330: SHAME I couldn't trust anyone
In this deeply personal and moving episode of The Bookkeepers’ Podcast, Jo Wood sits down with her business partner, colleague, and friend, Zoe Whitman, to explore the story behind Zoe’s fierce independence. Over the last five years, Jo and Zoe have built multiple businesses together—but this episode goes far beyond business. Zoe opens up about her childhood, the challenges she faced growing up in
Episode 329: How to Launch a Six Figure Bookkeeping Business from a bookkeeper who's done it
In this episode of The Bookkeepers’ Podcast, Jo Wood and Zoe Whitman offer a candid and insightful conversation about what it really takes to build a six-figure bookkeeping practice. Prompted by a viral video that oversimplified the journey to business success, Jo and Zoe discuss the misconceptions that are often shared online and how these narratives can knock the confidence of hardworking bookke
