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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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Catch up on the latest episodes

Let The System Do The Selling

Most bookkeepers don’t struggle with selling because they’re bad at it — they struggle because they don’t have a system. Selling doesn’t need to feel awkward, pushy, or personal. When the right structure is in place, the system does the heavy lifting — guiding prospects from enquiry to decision with ease. In this episode, the focus is on how to build a simple, repeatable selling system that works quietly in the background. One that converts without pressure, reduces price resistance, and creates consistency — regardless of who’s having the conversation. This is about replacing guesswork with process, and letting structure do what it does best.

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Creating & Curating The Customer Experience

One of the most overlooked drivers of a thriving practice isn’t pricing or marketing — it’s customer experience. This isn’t about jargon or fancy systems. It’s about the experience your clients have with you from the first interaction — and how that shapes whether they stay, pay, and refer. Customer experience is broken down in a clear, practical way, showing where things commonly fall down and how small, intentional changes can significantly improve retention and trust — without adding more to your workload.

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The Pink Elephant in the Room

Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she calls out the BIG shift happening right under your noses — the rise of advisory and AI — and why bookkeepers who lean in now will be the ones who thrive next. Here’s what you’ll walk away with: clarity on what advisory actually looks like in a real practice, how to use AI to increase your value, not your workload, practical ways to create more profit without taking on more clients the confidence to explore new opportunities without feeling overwhelmed. If you’ve been feeling the nudge toward more in your practice, this one will land. Hit PLAY now.

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Find a previous episode

143 | Creating & Curating The Customer Experience

142 | The Pink Elephant in the Room

141 | Planning For 2026 (Part 2)

140 | Planning For 2026 (Part 1)

139 | How to Turn Cashflow Into Your Next Advisory Win with Colin Hewitt

138 | From Booked But Broken to Thriving: Julianna's Story

137 | The Hero's Journey with Marianne Davies

136 | Michelle Irwins Story: A Growing Bookkeeper in the TSB Tribe

135 | My Story

134 | 10 Factors For Success

133 | The Bookkeeping Practice Blueprint Workshop

132 | How Strategic Bookkeepers Scale Profit and Time with Advisory & Automation

131 | What's your Giving Strategy

130 | AI for Bookkeepers: Inside Intuit + Prompting Power

129 | Dubsado Secrets for Bookkeepers

128 | Clients Aren't Googling - They're ChatGPTing

127 | Content Snare Deep Dive: The Secret to Frictionless Client Comms

126 | xOnBoard Explored

125 | From To Hero With Lynda Hall

124 | AI-Powered Practice Management Mastery: Why AI Won't Fix Your Practice

123 | 5 Essentials to Run a Bookkeeping Practice like a Well-Oiled Machine

122 | How To Automate Your Sales and Marketing

121 | How To Vibe With AI In Your Bookkeeping Practice.

120 | What's Really Holding You Back? The Invisible Roadblocks to Practice Growth.

119 | The 7 Foundations of a Profitable & Sustainable Practice

118 | The Busy Bookkeeper Reset

117 | From Day Job to Dream Practice

#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? |

13 | The What, The Why, and The How Of Future Proofing

12 | How to Use a Price Leader to Grow Your Practice

11 | Productising Your Services

10 | Harnessing the Power to Build Your Dream Business and Life

9 | "Busy" vs Thriving

8 | The 8 Ways To Scale Your Practice

7 | The Game Changing Power of Selling an Outcome

6 | The Strategic Bookkeeper Transformation Program

5 | How to make business networking work and enjoyable

4 | Know your terms, back yourself, value your VIP clients

3 | Using a product ladder to boost engagement

2 | Unlock the power of strategic pricing

1 | 7 Ingredients to a thriving practice