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Welcome to the Strategic Bookkeeper

Transform from bookkeeper to Strategic Bookkeeper with The Strategic Bookkeeper Podcast. Start living your dream on your terms – subscribe today

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From Day Job to Dream Practice

Tacarra started with a 9 to 5, a baby on her hip, and a dream to build her own bookkeeping practice. Juggling full-time work and motherhood, she wondered if the timing was right. If you’ve ever thought, “Now’s not the right time,” Tacarra’s story will show you it can be.

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Insurance Essentials Every Bookkeeper Should Know

If you’re expanding what you offer—whether it’s advisory, offshoring, or simply doing more for your clients—it’s the perfect moment to pause and check: does your professional indemnity and cyber insurance actually cover everything you’re doing? Protecting yourself is essential, and you want to be sure you’re covered before anything unexpected comes up.

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End-to-End AI: Elevate Your Practice with Mark Wickersham

Think AI’s too complicated, too techy, or just not made for your kind of practice? Think again. Global pricing expert and bestselling author Mark Wickersham shares how AI is reshaping the way we work — and why now’s the time to lean in, not opt out.

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Find a previous episode

#116 | Insurance Essentials Every Bookkeeper Should Know |

#115 | End-to-End AI: Elevate Your Practice with Mark Wickersham |

#114 | Get Complaint and Stay Safe |

#113 | How To Use LinkedIn To Boost Sales |

#112 | Brand Power: How to Create a Brand That Attracts Clients |

#111 | Onboarding for Success: How We Set Our Team Up to Win |

#110 | Hiring Right: My Exact Process for Recruiting Bookkeepers |

#109 | Mastering Your Practice's Finances : The Key to Profitability & Time Wealth |

#108 | How to Build SOP'S Without Overcomplicating Things |

#107 | Keeping Clients For Life: 5 Must-Know Strategies |

#106 | 5 Ways To Increase Your Revenue |

#105 | Inside a 5-Figure Sale: A Tribe Member's Success Story (Part 2) |

#104 | Inside a 5-Figure Sale: A Tribe Member's Success Story (Part 1) |

#103 | Celebrating 100 Episodes |

#102 | Inside The Strategic Bookkeeper: Updates & Insights |

#101 | The Bookkeeping Practice BluePrint Summit |

#100 | Advisory, AP, and Automation: A Bookkeeper's Guide |

# 99 | The Aligned Life Reset |

# 98 | Checklist To Success: Building Your Dream Bookkeeping Practice |

# 97 | Start Up Questions Answered |

# 96 | Building Your Dream Tech Stack with Dext |

# 95 | Simplify, Scale, Succeed with Ignition |

# 94 | Planting Seeds, Growing Clients |

# 93 | Time, Tech and Team |

# 92 | Price Smart, Brand Strong |

# 91 | Productise To Profit: Transforming Your Bookkeeping Service |

# 90 | Increasing Your Profit and Time Wealth Through Efficiency With Dext |

# 89 | Small But Mighty Blueprint |

# 88 | TSB Success Panel |

# 87 | Implementation in Action: Real-Time Coaching for Success |

# 86 | Inside My Signature Program |

# 85 | Smart Staff Strategies |

# 84 | Tribe Member Spotlight: Kay Godfrey |

# 83 | Tribe Member Spotlight: Karen Thomson |

# 82 | 7 Steps To A Thriving Practice |

# 81 | Tribe Member Spotlight: Karen Andrews |

# 80 | Tribe Member Spotlight: Jen Van De Wouw |

# 79 | The Time & Money Involved in Building |

# 78 | When Is The Ideal Time To Work With Me |

# 77 | Pricing For Profit & Joy (Part 3) |

# 76 | Pricing For Profit & Joy (Part 2) |

# 75 | Pricing For Profit & Joy (Part 1) |

# 74 | Plan For Success, Here's How |

# 73 | OMG Don't Do This |

# 72 | Recruit & Manage Winning Teams |

# 71 | Systems & Team |

# 70 | An Interview With Peter Thorp |

# 69 | Inside the Strategic Bookkeeper Transformation Program |

# 68 | All Your Questions Answered |

# 67 | 7 Steps To A Thriving Practice |

# 66 | The Conversion Process |

# 65 | A Day in The Life Of A Tribe Member |

# 64 | How To Use Me Best To Grow Your Practice |

# 63 | The Three Things Your Clients Really Want |

# 62 | Are You Asking These Questions? |

# 61 | Expert Tips For Nailing Your Headshot |

# 60 | If You Don't Pay, You Don't Pay Attention |

# 59 | An Interview with Dr. Ivan Misner |

# 58 | Naming & Taming The Critics (Part 2) |

# 57 | Naming & Taming The Critics (Part 1) |

# 56 | Using Events & Courses To Grow Your Practice |

# 55 | Are You Making This Mistake (Part 5) |

# 54 | Are You Making This Mistake (Part 4) |

# 53 | Program Questions Answered |

# 52 | Are You Making This Mistake (Part 3) |

# 51 | International Women's Day |

# 50 | Are You Making This Mistake (part 2) |

# 49 | Are You Making This Mistake (part 1) |

# 48 | An Incredible Story For Us All |

# 47 | Program Updates |

# 46 | The $1 Trial |

# 45 | What's Holding You Back |

# 44 | Game Changer, Sell The Idea |

# 43 | In Real Life With Jeannie Doing the Sales Process |

# 42 | Helping Our Clients with Debt & Distress |

# 41 | 2024 Architecture Your Life |

# 40 | 5 Questions Answered |

# 39 | The Entrepreneur's Journey |

# 38 | In Real Life With Jeannie |

# 37 | A Peek Inside My Little Black Book |

# 36 | The Strategic Bookkeeper Project BOOK CLUB |

# 35 | One Thing you Need To Thrive in Your Practice |

# 34 | How To Create A Pipeline Of Prospective Clients |

# 33 | The 3 Parts Of A Buying Decision |

# 32 | Lessons From The Tribe on Finding New Clients |

# 31 | Will You Be The 20% Or The 80%? |

# 30 | SOPs — The 5% Activities That Will Make 95% of The Difference |

# 29 | Do Not Miss This Podcast, I'm Psyched! |

# 28 | A Few Impactful Things To Win And Retain Clients |

# 27 | Stacking Value, Price Rises, and Other Crazy Ideas |

# 26 | Never Forget Your Customers And They'll Never Forget You |

# 25 | Hot Seat Coaching Session: Launching, Pricing & More. |

# 24 | The Big Shift in Consumer Behaviour Post-Pandemic |

# 23 | Simplify And Scale |

# 22 | OMG, We're Live! |

# 21 | How You Can Free Up Time And Get More Sh*t Done? |

# 20 | How Much Time Per Week Do I Need To Dedicate To The Program? |

# 19 | Some Of My Favourite Things From The Program |

# 18 | A Surprise Launch Bonus |

# 17 | Creating a Powerful Website |

# 16 | The Strategic Bookkeeper Transformation Program: Coaching & Support |

# 15 | The Strategic Bookkeeper Transformation Program: What Is The Investment? |

# 14 | Understanding the Customer Journey: Is The Program Suitable For Newbies With No Client? |