The Bookkeepers' Podcast

Epizódy

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  This Bookkeeper Cut Her Bill by 89% 12.09.2026 27min

  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 amidst chaos. ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - This Bookkeeper Cut Her Bill by 89% 00:02:45 - Gardening, Work-Life Balance, and Preparing for the Future 00:05:58 - Solar Power, Sustainability, and Lessons from COVID 00:09:55 - Divorce, Moving House, and a Difficult Summer 00:13:27 - Coping by Focusing on What You Can Control 00:15:10 - Managing News, Politics, and What You Can Control 00:16:56 - Wildfires, Emergency Alerts, and Fire Safety 00:19:05 - Wearable Health Trackers and Stress Management 00:23:34 - Health Scans as a Model for Financial Advisory #bookkeeper
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  The Looming Threat a Bookkeeper CAN'T AFFORD to Ignore 12.09.2026 15min

  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 attracting penalty points, with a £200 fine once four points have accumulated. More businesses will also be brought into MTD as the threshold changes. For every bookkeeper, now is the time to prepare clients, improve processes and make sure MTD can be handled efficiently every quarter. Whether you’re a bookkeeper who sailed through the first submission or a bookkeeper who found it overwhelming, this episode explores what you can learn from the first deadline and how to prepare your practice for what comes next. Read more about MTD here: https://www.gov.uk/government/statistics/making-tax-digital-for-income-tax-business-population-statistics ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - The Looming Threat a Bookkeeper CAN'T AFFORD to Ignore 00:02:20 - HMRC’s Filing Numbers and the Work Ahead 00:04:57 - What Bookkeepers Actually Experienced 00:07:36 - Why Preparation Made Filing Easier 00:09:31 - Redesigning Practice Processes for Every Quarter 00:10:53 - Mapping Workflows for Scale and Automation 00:14:13 - Build a Repeatable Business for the Future #bookkeeper
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  The Bookkeeper Hiring Crisis Nobody Is Talking About 28.08.2026 33min

  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 faster. Whether you’re hiring, training or building your career as a bookkeeper, this is a problem the profession needs to solve. The future of the bookkeeper workforce starts with giving people the experience they need to succeed. Start your FREE Trial at HeyMonika ➡️ https://heymonika.com/ Find out about BDO’s research into Social Mobility and read the Young Minds 2026 Report, here ➡️ https://www.bdo.co.uk/en-gb/about/social-mobility ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - The Bookkeeper Hiring Crisis NOBODY Is Talking About 00:02:40 - The Unequal Access to Work Experience 00:04:58 - Careers Advice Is Being Replaced by AI and Social Media 00:07:05 - University, Apprenticeships, and Conflicting Career Messages 00:09:27 - My Route from University to Trainee Accountant 00:11:14 - Career Paths in Bookkeeping and Accountancy 00:14:13 - Why Professional Qualifications Still Matter 00:15:00 - Why Qualifications Alone Are Not Enough
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  The Bookkeeper Lessons That Could Save You Years of Mistakes 20.08.2026 42min

  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 grow with more confidence, add this episode to your watchlist! Connect with Olly ➡️ https://www.linkedin.com/in/ollywhitman/ Connect with Trudie ➡️ https://www.linkedin.com/in/trudie-howman/ Connect with Stuart ➡️ https://www.linkedin.com/in/stuart-hurst-cloud/ Connect with Bella ➡️ https://www.linkedin.com/in/financialplanninglady/ Connect with Will ➡️ https://www.linkedin.com/in/willpolston/ ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - How Failure Shapes the Future 00:01:13 - Trudy Howman’s Accidental Bookkeeping Business 00:04:24 - From Surviving to Becoming a Business Owner 00:06:07 - Stuart Hurst’s Unconventional Route into Accounting 00:08:24 - How Retail Experience Builds Resilient Leaders 00:11:40 - The Personal Story Behind Stuart’s Financial Mission 00:15:56 - Bella Clark on Making Financial Advice Approachable 00:19:26 - From the Financial Crash to Financial Adviser 00:21:09 - Building a Business Through Networking and Experimentation 00:23:31 - Ollie Whitman on Experience, Confidence, and Self-Employment 00:26:40 - How Cancer Transformed Ollie’s Life and Career 00:30:44 - Creative Confidence and Believing in Your Value 00:32:34 - Will Poston on Thinking Bigger in Business 00:33:48 - How Childhood Shaped Will’s Beliefs About Money 00:36:13 - The Secret and the Power of Visualization 00:37:12 - Using Goal-Setting to Expand What’s Possible 00:40:07 - Taking Complete Responsibility for Your Life 00:41:49 - Join the Bookkeepers Collective #bookkeeper
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  The Bookkeeper’s Guide to Making Tax Digital_1 13.08.2026 34min

  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 bookkeeper preparing for the changes ahead, start here. Connect With Kate ➡️ linkedin.com/in/kate-hayward-77ab6848 Connect with Craig ➡️ https://www.linkedin.com/in/craig-ogilvie-1829064a/ Connect with Julie ➡️ https://www.holliesbookkeeping.co.uk/ Connect with Chris ➡️ https://www.linkedin.com/in/chris-downing/ ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - The Best of Making Tax Digital 00:00:26 - What MTD Is and Why It Matters 00:05:42 - National Priorities and the Role of Bookkeepers 00:08:06 - Designing MTD Around Real Business Owners 00:12:06 - How MTD Changes Bookkeeping Services 00:13:39 - Framing MTD's Value and Giving Clients a Choice 00:16:23 - MTD Deadlines and New Agent Registration 00:19:47 - Preparing a Bookkeeping Practice for MTD 00:21:41 - Moving Clients to Cloud Software 00:24:16 - Choosing MTD Software and Service Packages 00:27:12 - Onboarding Clients and Encouraging Separate Bank Accounts 00:30:27 - Why Bookkeepers Need to Be More Visible 00:32:00 - The Accountant–Bookkeeper Partnership 00:32:54 - How Real-Time Software Wins Over Clients 00:33:57 - Closing and the Bookkeepers Collective #bookkeeper
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  Why a Bookkeeper Should Rethink Their Pricing 06.08.2026 24min

  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, have better pricing conversations, and charge for the value you create rather than the time you spend. Connect With Matthew ➡️ www.mplusaccountancy.com Connect With Nadia ➡️ https://birdsongaccountancy.co.uk/ Connect With Jack ➡️ uk.linkedin.com/in/jack-choppin-14670944 Connect With Kate ➡️ linkedin.com/in/kate-hayward-77ab6848 Connect With Julie ➡️ https://www.holliesbookkeeping.co.uk/ ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ----- Chapters: 00:00:00 - Why the Old Pricing Model Must Change 00:00:39 - Matthew Meston: Building Confidence and Pricing Structures 00:04:31 - Nadia Gibbs: Transactional and Value-Based Pricing 00:06:28 - Repricing Clients and Making Room for Better Ones 00:07:09 - Jack's Framework for Sales and Client Success 00:09:12 - The Shock and Awe Pack 00:10:27 - Creating an Exceptional Free-Trial Experience 00:12:43 - Scaling Generosity and Creating Raving Fans 00:16:04 - Kate Hayward: Balancing Xero's Pricing and Customer Value 00:18:34 - Financial Literacy and the Value of Real-Time Insights 00:19:37 - Julie Williams: Starting and Growing Her Practice 00:21:46 - Building the Right Technology Stack 00:23:43 - Moving Beyond Time-Based Pricing #bookkeeper
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  How Every Bookkeeper Becomes a Finance Partner 30.07.2026 26min

  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://birdsongaccountancy.co.uk/ Trudie Howman ➡️ https://www.linkedin.com/in/trudie-howman/ Kate Hayward ➡️ https://www.linkedin.com/in/kate-hayward-77ab6848/ Matthew Meston ➡️ www.mplusaccountancy.com ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - How Every Bookkeeper Becomes a Finance Partner 00:00:22 - The Importance of Understanding Numbers 00:00:42 - The Role of Bookkeepers and Accountants 00:00:58 - Interview with Kate Hayward 00:01:21 - The Challenges of Small Businesses 00:09:15 - The Role of Technology and AI in Bookkeeping 00:11:42 - Interview with Nadia Gibbs 00:14:28 - Interview with Trudie Howman 00:15:29 - The Value of Personalised Bookkeeping Services 00:16:36 - Interviewee's Success Stories 00:16:50 - The Myth of Trade-offs in Client Satisfaction 00:17:40 - The Role of Bookkeepers as Financial Advisors 00:20:47 - Interview with Matthew Meston 00:21:00 - Accountability in Bookkeeping 00:21:56 - The Value of Consistent Business Analysis 00:25:34 - The Future of Matthew's Business 00:25:55 - Conclusion #bookkeeper
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  How a Bookkeeper Builds a Tech Stack that Buys Back Time 23.07.2026 39min

  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 conversations are packed with practical ideas for the modern bookkeeper. Bogdan Uzbekov ➡️ https://getapron.com/ ➡️ Lee Russel https://www.linkedin.com/in/lee-russel/ ➡️ Kieran Lotze https://www.linkedin.com/in/%F0%9F%92%99-kieran-lotze-13289b77/ ➡️ Will Polston https://www.linkedin.com/in/willpolston/ ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:43 - Software Subscriptions and Workflow 00:01:28 - Xero's Workflow 00:02:36 - Xero Analytics and SIFT Analytics 00:04:00 - Advisory Services 00:05:39 - The Human Connection Service 00:06:21 - The Role of Technology in Workflow 00:08:42 - Choosing the Right Tool 00:12:29 - Interview with Bogdan Uzbekov from Aprin 00:13:05 - Identifying the Bottlenecks 00:14:09 - Using Aprin to its Fullest Potential 00:15:23 - The Impact of Books Club 00:17:46 - The Role of AI in Professional Services 00:18:51 - The Shift to Advisory Services 00:20:06 - Interview with Lee Russell 00:20:21 - The Journey of Tech Startups 00:21:54 - The Importance of AI in Business 00:23:15 - The Challenges of Implementing AI 00:24:22 - The Value of Bootstrapping 00:27:26 - The Future of Bookkeeping and Accountancy Practices 00:30:26 - Leveraging AI in Business 00:31:35 - The Humanistic Side of Business 00:31:52 - Efficiency and Client Relationships 00:34:01 - Interview with Special Guest 00:34:18 - Understanding the Importance of Advisory Finance 00:35:08 - The Value of Awareness and Key Metrics 00:36:31 - The Role of Bookkeepers in Awareness 00:39:18 - Closing Remarks #bookkeeper
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  Why AI is good news for every Bookkeeper 17.07.2026 36min

  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 looking to work smarter and future-proof your practice, this episode is for you. Bookkeeper's Collective: 6figurebookkeeper.com/collective ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Why AI is Good News for EVERY Bookkeeper 00:00:36 - AI and Data Security 00:01:17 - AI and Human Interaction 00:02:02 - AI and Data Security Concerns 00:03:53 - AI and the Importance of Human Involvement 00:06:39 - AI and its Limitations 00:07:53 - AI in Bookkeeping and Small Businesses 00:08:16 - AI and Efficiency 00:09:26 - AI and Client Interactions 00:10:10 - AI and Time Management 00:10:55 - AI and the Future of Bookkeeping 00:13:48 - AI and the Future of Professions 00:15:14 - AI and the Evolution of Professions 00:15:44 - AI and the Future of Bookkeeping 00:17:22 - AI and the Trust Element 00:18:32 - AI and the Automation of Manual Work 00:19:41 - AI and the Empowerment of Bookkeepers 00:22:39 - AI and the Automation of Document Collection 00:26:27 - AI and the Challenges of Modern Bookkeeping 00:29:35 - AI and the Evolution of Software 00:30:26 - AI and Practice Management 00:30:58 - AI and Hiring Practices 00:32:08 - AI and Skills for the Future 00:33:41 - AI and the Future of Accounting 00:35:06 - AI and the Role of Advisory 00:36:15 - Conclusion and Invitation #bookkeeper
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  How a Smart Bookkeeper Uses AI 09.07.2026 20min

  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 future-proof your bookkeeping practice, this episode explains how AI is changing the profession and why the best bookkeeper won’t be replaced by technology, they’ll become even more valuable. Connect with Stuart! ➡️ / stuart-hurst-cloud ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6fig... ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - How a Smart Bookkeeper Uses AI 00:00:28 - Discussing AI and Vibe Coding 00:00:52 - Explaining Vibe Coding 00:01:26 - AI in Cloud10 00:01:50 - AI and Workflow Customization 00:05:00 - AI in Management Accounting 00:06:17 - Strategic Approach to AI 00:06:43 - AI in Team Development 00:10:29 - Impact of AI on Software Selection 00:12:07 - Hiring in the AI Era 00:14:45 - Future of Bookkeeping and Advisory Role 00:14:59 - The Changing Skillset in the AI Era 00:15:57 - AI in Financial Analysis and Tax Planning 00:18:06 - Potential Increase in AI Token Prices 00:18:15 - Effective Use of AI and Learning to Prompt 00:19:46 - Conclusion and Contact Information #bookkeeper
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  Building a £1Million Bookkeeper Practice - With Stuart Hurst- 02.07.2026 30min

  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 out in a crowded market, and building a business that scales. From attracting better clients to creating a strong personal brand, this conversation is full of actionable insights every bookkeeper can apply. In this episode, you’ll discover: How this bookkeeper built a £1M practice in just two years How a bookkeeper can attract more and better clients The client acquisition strategies every bookkeeper should know If you’re a bookkeeper looking to grow your practice, win more clients, and build a profitable business, this episode is for you. Connect with Stuart! ➡️ / stuart-hurst-cloud ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6fig... ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Building a £1Million+ Bookkeeper Practice 00:00:42 - Stuart's Journey into Accountancy 00:01:35 - Early Career and Retail Experience 00:02:34 - Stuart's Approach to Stress and Leadership 00:05:37 - Stuart's Passion for Business 00:10:06 - Stuart's Cloud Revolution 00:11:55 - Stuart's Leadership and Vision 00:13:59 - Starting Cloud10 00:15:10 - Stuart's Motivation and Early Challenges 00:16:06 - Stuart's Personal Tragedy and Decision to Start Cloud10 00:16:29 - Stuart's Success and Growth of Cloud10 00:17:19 - Stuart's Approach to Business and Leadership 00:19:22 - Stuart's Multiple Roles and Time Management 00:26:20 - Stuart's Thoughts on Traction and the Visionary-Integrator Relationship 00:30:02 - Stuart's Final Thoughts and Contact Information #bookkeeper
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  The Bookkeeper Lease Accounting Guide - With Christo Kritzinger 26.06.2026 28min

  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 alone in this journey, and there are resources available to support you. Learn more about Rubli - https://www.rubli.co/ ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer: The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:22 - Guest Introduction: Christo Kritzinger 00:00:40 - Christo's Role at Rubli 00:00:57 - Christo's Career Journey 00:02:11 - Explanation of Lease Accounting 00:06:29 - Impact of Lease Accounting on Small Businesses 00:08:49 - Understanding Lease Accounting Challenges 00:09:11 - Understanding Lease Accounting Changes 00:09:57 - Lease Accounting in Different Industries 00:12:36 - Conclusion: Importance of Staying Updated 00:15:41 - Implications of Lease Accounting Changes 00:17:00 - Advisory Services and Lease Accounting 00:18:43 - Managing Leases: Traditional Methods vs Software 00:20:04 - Role of AI in Lease Accounting 00:20:53 - The Future of AI in Accounting 00:22:01 - The Benefits of Using Specific Software Tools 00:24:22 - The Role of AI in Improving Efficiency 00:26:35 - Final Thoughts and Contact Information #bookkeeper
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  Why a Bookkeeper Feels More Uncertain Than Ever 18.06.2026 33min

  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 and data interpretation are becoming more valuable than ever. ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:33 - Current Events and Personal Experiences 00:01:06 - Impact of Global Events on Personal and Business Life 00:01:38 - Media Consumption and Its Impact 00:03:06 - Anxiety and Its Impact on Business 00:03:20 - Economic Changes and Their Impact 00:03:53 - Role of Forecasting in Business 00:05:09 - Preparation for Potential Crises 00:07:17 - Post-Covid Anxiety and Its Impact 00:09:57 - AI and Its Potential Impact on Business 00:11:09 - Tech Overwhelm and Its Impact on Productivity 00:12:30 - Vibe Coding and Its Potential Use 00:14:11 - Role of AI in Systematizing Business Processes 00:15:22 - AI and Systemizing Business Tasks 00:16:25 - AI in Data Interpretation and Extraction 00:17:55 - AI and the Human Element in Business 00:18:57 - AI and Professional Qualifications 00:20:14 - Claude and Xero Integration 00:22:09 - Using AI for Repetitive Tasks 00:24:51 - Cost and Risks of AI 00:27:27 - MTD and HMRC Changes 00:30:25 - Registering as an Agent with HMRC 00:30:48 - Experience at AccountEx 00:31:26 - Day Two at AccountEx 00:32:37 - Upcoming Events 00:33:10 - Closing Remarks #bookkeeper
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  Why Menopause Hits a Female Bookkeeper SO HARD 11.06.2026 33min

  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 and the societal changes that have contributed to this crisis. Connect with Claire: ➡️ clairesnowdon-darling.com ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:13 - About Clare Snowden-Darling 00:01:03 - Clare's Work and Menopause 00:02:02 - Discussion on Menopause 00:02:48 - Lifestyle and Hormonal Changes 00:03:29 - Pressure on Women 00:04:12 - The Impact of Lifestyle on Women's Health
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  The Bookkeeper AI Shift Happening Right Now 04.06.2026 38min

  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 and empowering professionals to focus on what truly matters. Connect with Bogdan & Apron! ➡️ https://getapron.com/ Sessions available to watch ➡️ https://www.6figurebookkeeper.com/ ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - The Bookkeeper AI Shift 00:00:44 - About Apron 00:01:40 - Apron's Role in Modern Business 00:03:41 - Introduction to William.ai 00:05:31 - William.ai and the Future of Bookkeeping 00:08:45 - How William.ai Works 00:11:37 - Benefits of William.ai 00:12:51 - Future Plans for William.ai 00:15:06 - The Evolution of Large Language Models 00:15:06 - Adding Value in the Age of AI 00:16:32 - Adapting to Rapid Technological Changes 00:17:39 - The Challenge of Navigating Technological Noise 00:18:03 - The Advantage of Being a Nimble Tech Startup 00:18:40 - Solving Real Problems with AI 00:19:27 - The Role of Bookkeepers in the AI Age 00:23:24 - The Importance of Understanding and Utilizing Software 00:28:05 - Stepping into Advisory 00:30:14 - The Value of AI in Bookkeeping 00:31:39 - The Importance of Pricing and Value Perception 00:31:57 - The Complexity of Client Relationships 00:32:17 - The Role of Bookkeepers in Value Creation 00:33:04 - Future of the Industry and Rapid Technological Changes 00:33:34 - The Importance of Staying Agile in Business 00:34:56 - The Future of AI and the Uncertainty it Brings 00:37:04 - The Need for Open-mindedness and Focus in the AI Age 00:37:47 - Closing Remarks and Contact Information #bookkeeper
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  The Bookkeeper Skill AI CANT Replace 28.05.2026 47min

  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 Hey Monika! ➡️ https://www.heymonika.com/ Connect with Nadia! ➡️ https://birdsongaccountancy.co.uk/ ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - The Bookkeeper Skill AI CAN'T Replace 00:00:39 - Nadia's Background and Journey 00:01:29 - Transition from Chiropodist to Bookkeeper 00:03:19 - Challenges and Learning Experiences 00:05:38 - Nadia's Approach to Bookkeeping 00:11:05 - Birdsong Accountancy Today 00:12:19 - Overcoming Fear and Starting the Business 00:16:09 - Creation of Hey Monica 00:16:51 - The Importance of Mentorship 00:17:29 - The Birth of Hey Monica 00:18:00 - The Role of Community and Support 00:20:43 - Challenges of Asking Questions in Public Forums 00:23:54 - The Transition from Job to Business 00:25:53 - The Value of Gratitude and Friendships in Business 00:25:53 - The Importance of Standard Operating Processes 00:27:03 - Pricing Strategy Evolution 00:29:52 - Client Acquisition 00:30:14 - Client Acquisition and Building Trust 00:32:00 - The Power of Personal Branding 00:34:28 - The Evolution of Bookkeeping 00:35:00 - Introduction to the Podcast 00:35:15 - The Concept of the Podcast 00:38:16 - The Launch of the Podcast 00:39:11 - The Purpose of the Podcast 00:41:27 - Personal Growth and Confidence Building 00:41:27 - Overcoming Self-Doubt and Fear of Dislike 00:45:18 - Continuing the Journey and Overcoming Self-Doubt 00:46:13 - The Imperfections in Life and Business 00:46:50 - Self-Awareness and Personal Growth 00:46:55 - Conclusion and Contact Information #bookkeeper
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  The Bookkeeper Skill That Builds 10+ Year Clients 21.05.2026 32min

  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 bookkeepers and their clients. Bella shares her journey into financial advising and the value of understanding your clients' financial fears and aspirations. Connect with Bella: https://www.linkedin.com/in/financialplanninglady/ Bookkeeper's Collective Advisory Section: https://www.6figurebookkeeper.com/advisory/ ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ----- Chapters: 00:00:00 - Introduction and Guest Welcome 00:00:56 - Guest Background and Role Explanation 00:01:01 - Discussion on Financial Planning 00:03:47 - Guest's Journey to Becoming a Financial Advisor 00:07:51 - Guest's Approach to Financial Advice 00:09:49 - Concept of Future Self in Financial Planning 00:12:00 - Implementing Future Self Concept in Bookkeeping 00:12:08 - Role Play: Financial Planning Conversation 00:15:38 - Transition from Employed to Self-Employed 00:16:16 - Business Expansion and Role Changes 00:17:06 - Role of Personal Connection in Business 00:17:46 - Importance of Understanding Client's Background and Values 00:19:35 - Financial Planning: Protection Stage 00:21:40 - Scenario Planning and Forecasting 00:22:49 - The Value of Giving Value 00:25:13 - Importance of Kindness in Business 00:27:04 - Advisory Services and the Future of the Profession 00:28:43 - The Importance of Understanding Client's Goals 00:31:05 - Celebrating Personal Wins in Business #bookkeeper
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  Why a Bookkeeper Isn't Work Ready (and How To Fix it) 14.05.2026 46min

  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, even from home. Visit HeyMonika: https://www.heymonika.com/ Realistic client practice for bookkeepers and accountants without touching real accounts! ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:35 - Introduction to Hey Monica 00:01:25 - The Challenges of Retraining 00:02:24 - The Gap in Training 00:04:02 - The Need for a Solution 00:07:07 - The Journey of Hey Monica 00:10:26 - The Evolution of Hey Monica 00:13:02 - The Future of Hey Monica 00:15:07 - Workplace Readiness and Exam Conditions 00:16:33 - The Development of HeyMonica 00:17:42 - The Risk and Potential of HeyMonica 00:18:21 - The Importance of Networking and Learning 00:19:00 - The Decision to Split Leadership 00:25:01 - The Importance of Passion and Market Need 00:27:46 - The Origin Story of HeyMonica 00:30:11 - Early Interest in Teaching and Learning 00:31:45 - The Importance of Financial Literacy 00:36:50 - The Vision for HeyMonica 00:37:10 - Upcoming Developments for HeyMonica 00:43:15 - The Importance of User Feedback 00:46:24 - Closing Remarks #bookkeeper
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  This Bookkeeper Built a 300-Client Practice 07.05.2026 38min

  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.uk/ 3 Part Webinar Series: https://resources.6figurebookkeeper.com/master-making-tax-digital-with-xero-the-6-figure-bookkeeper ----------------------------------------------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:26 - Julie's Background and Practice 00:01:00 - Julie's Journey into the Profession 00:06:53 - Julie's Experience with Sales and Client Acquisition 00:12:23 - Building Trust with Clients 00:12:33 - Growth of Julie's Practice 00:13:02 - Expansion of the Team and Office 00:15:37 - Adding New Team Members 00:16:09 - Transition to a Limited Company and Growth 00:16:29 - Client Base and Revenue 00:18:08 - Hiring and Team Management 00:21:07 - Making Tax Digital: Introduction and Client Impact 00:21:36 - Transitioning Clients to Digital Platforms 00:28:34 - Julie's Experience with the Bookkeepers Collective 00:29:30 - Reflections on the Luca Awards 00:31:12 - Participation in Fab and Team Building 00:31:36 - Assessing and Updating Operational Platforms 00:32:06 - Challenges with Current Management Systems 00:33:23 - Pricing Strategy and Client Communication 00:33:54 - Implementing Making Tax Digital (MTD) for Clients 00:35:10 - Encouraging Clients to Separate Personal and Business Accounts 00:36:47 - MTD Rollout and Client Resistance #bookkeeper
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  The Bookkeeper Mistake That Makes Advisory Impossible 30.04.2026 43min

  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 bookkeeping practice and provide immense value to your clients. Ps. If this podcast got you thinking, we'd love for you to join our upcoming three-part workshop series with Syft. It starts on 11th May, with replays available if you can't join live. Register here ➡️ https://resources.6figurebookkeeper.com/syft Activate Syft ➡️ https://www.xero.com/uk/syft-from-xero/ About Syft ➡️ https://www.syftanalytics.com/ ------- 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, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------- 00:00:00 - Introduction 00:00:19 - Guest Introduction 00:00:46 - Kieran's Role at SYFT 00:01:39 - Kieran's Background 00:02:41 - What is SIFT? 00:05:00 - Kieran's Connection to SYFT 00:06:09 - Data Health and Advisory 00:07:10 - The Importance of Data Health 00:11:53 - The Impact of AI and Automation on Data Health 00:15:14 - Empowerment through Knowledge 00:16:42 - The Role of Xero in Data Health 00:16:51 - Efficiency through Automation 00:17:17 - The Importance of Receipt Management 00:18:40 - SIFT Review: Anomaly and Data Health Detection Tool 00:19:32 - The Value of Real-Time Data 00:20:04 - Understanding the Client's Perspective 00:20:58 - The Importance of Storytelling in Client Communication 00:21:59 - The Journey of a Receipt 00:22:11 - The Impact of Rising Prices 00:22:37 - The Role of Subscriptions in Business Workflow 00:25:34 - The End-to-End Process from a Xero Point of View 00:26:51 - The Difference between Xero Analytics and SYFT Analytics 00:28:15 - The Role of Advisory Services 00:30:11 - Bridging the Gap between Professional and Coaching Services 00:31:27 - The Role of Cash Flow in Business 00:31:51 - Choosing the Right Tools for Your Practice 00:33:41 - The Difference between Xero and SYFT Analytics 00:35:00 - The Value of SIFT for Your Practice 00:37:21 - The Importance of Testing and Choosing the Right Tools 00:40:03 - Upcoming SIFT Series Announcement 00:41:07 - The Success Story of an Accountant Using SYFT 00:42:22 - Connecting with Kieran and SYFT #bookkeeper