The Strategic Bookkeeper Podcast
by Jeannie Savage
Welcome to The Strategic Bookkeeper podcast – the show that will help you build a thriving bookkeeping practice, delight your clients, and become a strategic bookkeeper yourself.This podcast is a companion to the book “The Strategic Bookkeeper” by Jeannie Savage. Jeannie's commitment to success, combined with her 13 years experience in the business and bookkeeping industry, have made her one of the most respected bookkeepers today.Through this podcast, you will learn extra strategies and tips towards living your dream on your terms. So step up, this is your time to shine.
Episodes
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The Strategic Bookkeeper - EP176 - Perceived Value vs Actual Value
How does a product go from ZERO sales to becoming a worldwide sensation, without changing a single thing about the product? 🤔 There's a fascinating marketing story I love sharing about a now-popular invention that nobody wanted to buy... until one simple change that turned everything around. The...
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The Strategic Bookkeeper - EP175 - The Three Buying Scorecards
Want to win better clients? Start thinking like the person who's hiring you. When a business owner is choosing a bookkeeper, they're not simply comparing services and prices. They're quietly weighing up three things: ❤️ Relationship — Do I trust this person to deliver? ⏰ Convenience — Can they…
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The Strategic Bookkeeper - EP174 - Elite Financial Management
One of the hardest things in business is accepting that what you want to do and what the business needs you to do are not always the same thing. You might want to hire locally. You might want to avoid changing your pricing, your team structure or the way you deliver. But the numbers don’t really...
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The Strategic Bookkeeper - EP173 - How to sell advisory
If your clients keep saying no to advisory, the answer may not be to explain it better. It may be to stop trying to sell it in the first place. One of the biggest shifts I’ve made is this: I don’t try to convince clients they need advisory. I use a process that helps them get clear on where they...
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The Strategic Bookkeeper - EP172 - The Future Of Bookkeeping: Start with a SWOT (Part 2)
Clients can’t choose what they can’t see. So tell me: how are you creating demand for your services? What makes people choose you over another bookkeeper? In this week’s podcast, I’m continuing the SWOT analysis by looking at the demand side of your bookkeeping practice — and looking at the...
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The Strategic Bookkeeper - EP171 - The Future Of Bookkeeping: Start with a SWOT
The future of bookkeeping is changing. That part is true. But I don’t think the smartest place to start is by asking, “What is AI going to do to our industry?” I think the better question is: “How strong is my practice right NOW?” Because if your practice is overloaded, your systems are loose…
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The Strategic Bookkeeper - EP170 - Busy Bookkeeper Reset Q&A
I’ve been getting some great questions ahead of The Busy Bookkeeper Reset. And I realised, a lot of them deserve more than a quick answer. So in this week’s episode of The Strategic Bookkeeper Podcast, I’m sitting down to answer three of them properly. I’m sharing → why pricing is so much more…
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The Strategic Bookkeeper - EP169 - The Conversation we have to have
There comes a point where “I’m grateful to be busy” is no longer enough. Not when you are working harder each year.Not when the cost of everything keeps climbing.And not when your pricing still does not reflect the care, skill and responsibility you bring to your clients. This week’s podcast is…
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The Strategic Bookkeeper - EP168 - More Clients Won't Fix This
A full client list can still leave you underpaid. It was certainly one of the hardest lessons I learnt in my own bookkeeping practice. I had clients. I had staff. Revenue was growing. From the outside, it looked like I had built a successful practice. But behind the scenes, I was working…
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The Strategic Bookkeeper - EP167 - Seven Signs Your Bookkeeping Business Is Broken
The biggest risk to a bookkeeping practice isn't a lack of clients — it's building a business that keeps getting busier... without becoming truly profitable. Behind a full calendar often sits a broken business model that was never designed to scale. The challenge is that broken business models...
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The Strategic Bookkeeper - EP166 - The one nurture asset that will make selling easier
The gap between “I need help” and “Yes, I’ll pay for that” is where many bookkeeping sales get stuck. A business owner finds you, likes what they see, and reaches out for help. But if the very next conversation is about a large catch-up, rectification, or monthly bookkeeping commitment, they can...
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The Strategic Bookkeeper - EP165 - Success through Self Leadership with Simonne Liley
People-pleasing is not kindness. And if you’re a bookkeeper or accountant in practice, it may be one of the quietest ways you are sabotaging your own success. In this week’s episode of The Strategic Bookkeeper Podcast, Jeannie sits down with Simonne Liley — founder of Core Leadership Institute,...
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The Strategic Bookkeeper - EP164 - 8 Ways To Make More Money Without More Clients
If your first thought is “I need more clients”, PAUSE. Because sometimes more clients just means more work, more pressure, and more moving parts — without more profit. In this week’s podcast episode, Jeannie shares 8 practical ways to make more money from the practice you already have. Because…
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The Strategic Bookkeeper - EP163 - What Your Clients Actually Want
All bookkeepers sell bookkeeping. But clients? They’re buying something much deeper. Because most business owners don’t wake up thinking: “I need bookkeeping.” They wake up stressed. Worried about cash flow. Behind on everything. Feeling the pressure of carrying a business on their shoulders.…
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The Strategic Bookkeeper - EP162 - Increasing Your Value
You can’t double your prices if nothing about you looks different. That’s where most bookkeepers hit the wall. Same service. Same positioning. New price. And you expect clients to just… accept it? They won’t. In this week’s episode, Jeannie pulls back the curtain on what actually happened inside...
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The Strategic Bookkeeper - EP161 - 3 Ways To Boost Your Productivity
If you could get your most important work done by 11am… what would that change for you? Because right now, most bookkeepers are starting their day in the worst possible way — straight into email, messages, and everyone else’s agenda. It feels productive. But it’s keeping you stuck. In this…
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The Strategic Bookkeeper - EP160 - Do More In Less Time With Kanban Boards
It’s so easy to fall into the trap of saying “Yes” to everything. Chasing every idea. Trying to keep up. But Jeannie didn’t build her practice to be busy all day. And neither did you. In this week’s new episode of The Strategic Bookkeeper podcast, Jeannie shares a simple system to help you...
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The Strategic Bookkeeper - EP159 - Greatest Hits: Systems & Team with Claire Beckett
Being busy does not mean you’re doing it right. In fact, sometimes it’s a warning sign ⚠️ In this week’s Greatest Hit, Jeannie revisits her conversation with Claire — a member of the Transformation Program who realised she was becoming the bottleneck in her own practice. The clients were coming…
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The Strategic Bookkeeper - EP158 - Greatest Hits: The three things your clients really want
Your clients are not paying you for bookkeeping. It sounds strange… but it’s true. What your clients actually want are three outcomes — and if you miss this, you’ll feel it. Clients question your price. They drag their feet making decisions. Worse, they quietly disappear. In this Greatest Hits...
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The Strategic Bookkeeper - EP157 - Greatest Hits: Naming & Taming the Critics (Part 2)
Your biggest critic isn’t your clients. It’s not even the market. It’s that voice in your head that whispers: “Who do you think you are?” “You can’t do that.” “You’re not ready!” And as you grow your bookkeeping practice… that voice can get incredibly loud. Here’s the truth: You cannot build the...
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The Strategic Bookkeeper - EP156 - Greatest Hits: How to make business networking work & enjoyable
So many bookkeepers say networking “doesn’t work” My friend… networking isn’t the problem. Lack of clarity is. Lack of strategy is. Inconsistency is. That’s exactly why this episode had to come back. In this week’s Greatest Hit, Jeannie breaks down the shift that helped her generate over $100,000...
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The Strategic Bookkeeper - EP155 - Greatest Hits: Know your terms, back yourself, and value the heck out of your VIP clients
What if the reason you feel stretched isn’t the workload — but the way you’ve allowed yourself to work? This episode is one of the most important conversations Jeannie has ever shared, so we’re bringing it back in the Greatest Hits collection — because this is where burnout either accelerates… or...
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The Strategic Bookkeeper - EP154 - How to Find Your First 10 Clients
Posting once and “hoping” isn’t a strategy. Professional services don't work like retail. People don’t meet you and immediately buy. They sit. They watch. They warm up. They decide in their own time. And if you understand that, everything changes. Join Jeannie in this week’s episode of The...
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The Strategic Bookkeeper - EP153 - The Six Pillars of Persuasion
Ever notice how some client conversations just… go nowhere? Most bookkeepers don’t actually struggle with selling — they struggle with being understood. Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she dives into the Six Pillars of Persuasion — the underlying...
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The Strategic Bookkeeper - EP152 - 10 Ways to More Revenue and Profit
The goal was never “busy.” It was choice. Income that feels good. Time that’s actually yours. In this week’s episode of The Strategic Bookkeeper Podcast, Jeannie unpacks 10 strategic ways to grow your revenue and profit — without defaulting to more hours, more clients, or more pressure. These are...
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The Strategic Bookkeeper - EP151 - The Three Stages of Client Conversion
If selling feels awkward, forced, or draining… you’re probably trying to rush the decision. Most bookkeepers don’t struggle because they lack ability — they struggle because clients are being asked to decide before they’re ready. Join Jeannie in the latest episode of The Strategic Bookkeeper...
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The Strategic Bookkeeper - EP150 - How To Name Your Bookkeeping Practice
Many highly skilled bookkeepers struggle to grow because of one thing: their business name. Join Jeannie in this episode of The Strategic Bookkeeper Podcast as she breaks down how to name (or rename) your bookkeeping practice so it actually does some of the heavy lifting for you— 🎯 attracting…
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The Strategic Bookkeeper - EP149 - The Power of a Structured Needs Analysis
If your enquiries keep asking “how much do you charge?”, this episode will sting (in a good way). Because the problem isn’t your pricing. It’s what you’re doing in the first five minutes. Join Jeannie in this week’s episode as she breaks down the one system that quietly separates: 😵 bookkeepers...
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The Strategic Bookkeeper - EP148 - What Failure Looks Like — And Why It's Fixable
Most bookkeeping practices don’t fail loudly. They fail quietly. The work keeps coming in. The days stay full. And yet… the reward never quite matches the effort. Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she breaks down what failure really looks like in a...
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The Strategic Bookkeeper - EP147 - The AI Framework Every Bookkeeper Needs
ChatGPT on Monday: “Here’s the perfect answer!” ChatGPT on Tuesday: “Bookkeeping… never heard of her.” 😂 If you’ve ever had that wtf moment with AI… you’re in very good company. Bookkeepers everywhere are running into the same issue: ChatGPT is brilliant one minute and absolutely chaotic the…
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B2 | EP 146.G Chapter 7 — Wearing your Business Development Hat [The Bookkeeping Practice Blueprint by Jeannie Savage]
Welcome to The Bookkeeping Practice Blueprint — the book designed to take you from knowing what to do to actually doing it. Where The Strategic Bookkeeper opened your eyes to what’s possible, the Blueprint shows you exactly how to make it real inside your practice. This isn’t a motivational book....
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B2 | EP 146.F Chapter 6 — Finding and Engaging your Audience [The Bookkeeping Practice Blueprint by Jeannie Savage]
Welcome to The Bookkeeping Practice Blueprint — the book designed to take you from knowing what to do to actually doing it. Where The Strategic Bookkeeper opened your eyes to what’s possible, the Blueprint shows you exactly how to make it real inside your practice. This isn’t a motivational book....
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B2 | EP 146.E Chapter 5 — Product Ladder [The Bookkeeping Practice Blueprint by Jeannie Savage]
Welcome to The Bookkeeping Practice Blueprint — the book designed to take you from knowing what to do to actually doing it. Where The Strategic Bookkeeper opened your eyes to what’s possible, the Blueprint shows you exactly how to make it real inside your practice. This isn’t a motivational book....
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B2 | EP 146.D Chapter 4 — Products and Pricing [The Bookkeeping Practice Blueprint by Jeannie Savage]
Welcome to The Bookkeeping Practice Blueprint — the book designed to take you from knowing what to do to actually doing it. Where The Strategic Bookkeeper opened your eyes to what’s possible, the Blueprint shows you exactly how to make it real inside your practice. This isn’t a motivational book....
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B2 | EP 146.C Chapter 3 — Your Foundation [The Bookkeeping Practice Blueprint by Jeannie Savage]
Welcome to The Bookkeeping Practice Blueprint — the book designed to take you from knowing what to do to actually doing it. Where The Strategic Bookkeeper opened your eyes to what’s possible, the Blueprint shows you exactly how to make it real inside your practice. This isn’t a motivational book....
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B2 | EP 146.B Chapter 2 — Getting it Done [The Bookkeeping Practice Blueprint by Jeannie Savage]
Welcome to The Bookkeeping Practice Blueprint — the book designed to take you from knowing what to do to actually doing it. Where The Strategic Bookkeeper opened your eyes to what’s possible, the Blueprint shows you exactly how to make it real inside your practice. This isn’t a motivational book....
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B2 | EP 146.A Chapter 1 — Welcome to The Bookkeeping Practice Blueprint [The Bookkeeping Practice Blueprint by Jeannie Savage]
Welcome to The Bookkeeping Practice Blueprint — the book designed to take you from knowing what to do to actually doing it. Where The Strategic Bookkeeper opened your eyes to what’s possible, the Blueprint shows you exactly how to make it real inside your practice. This isn’t a motivational book....
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B1 | EP 145.I Chapter 8 — The Strength of Teams [The Strategic Bookkeeper by Jeannie Savage]
Welcome to The Strategic Bookkeeper, the book that sparked a global movement and transformed how bookkeepers build thriving, profitable practices 💫 Each episode pulls back a layer of Jeannie Savage’s secret sauce: Brand. Menu. Client Attraction. Conversion. Succession. Systems. Team. Seven...
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B1 | EP 145.H Chapter 7 — The Beauty of Systems [The Strategic Bookkeeper by Jeannie Savage]
Welcome to The Strategic Bookkeeper, the book that sparked a global movement and transformed how bookkeepers build thriving, profitable practices 💫 Each episode pulls back a layer of Jeannie Savage’s secret sauce: Brand. Menu. Client Attraction. Conversion. Succession. Systems. Team. Seven...
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B1 | EP 145.G Chapter 6 — The Joy of Succession [The Strategic Bookkeeper by Jeannie Savage]
Welcome to The Strategic Bookkeeper, the book that sparked a global movement and transformed how bookkeepers build thriving, profitable practices 💫 Each episode pulls back a layer of Jeannie Savage’s secret sauce: Brand. Menu. Client Attraction. Conversion. Succession. Systems. Team. Seven...
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B1 | EP 145.F Chapter 5 — The Process of Conversion [The Strategic Bookkeeper by Jeannie Savage]
Welcome to The Strategic Bookkeeper, the book that sparked a global movement and transformed how bookkeepers build thriving, profitable practices 💫 Each episode pulls back a layer of Jeannie Savage’s secret sauce: Brand. Menu. Client Attraction. Conversion. Succession. Systems. Team. Seven...
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B1 | EP 145.E Chapter 4 (Part 2) — The Power of Client Attraction [The Strategic Bookkeeper by Jeannie Savage]
Welcome to The Strategic Bookkeeper, the book that sparked a global movement and transformed how bookkeepers build thriving, profitable practices 💫 Each episode pulls back a layer of Jeannie Savage’s secret sauce: Brand. Menu. Client Attraction. Conversion. Succession. Systems. Team. Seven...
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B1 | EP 145.D Chapter 4 (Part 1) — The Power of Client Attraction [The Strategic Bookkeeper by Jeannie Savage]
Welcome to The Strategic Bookkeeper, the book that sparked a global movement and transformed how bookkeepers build thriving, profitable practices 💫 Each episode pulls back a layer of Jeannie Savage’s secret sauce: Brand. Menu. Client Attraction. Conversion. Succession. Systems. Team. Seven...
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B1 | EP 145.C Chapter 3 — Your Menu [The Strategic Bookkeeper by Jeannie Savage]
Welcome to The Strategic Bookkeeper, the book that sparked a global movement and transformed how bookkeepers build thriving, profitable practices 💫 Each episode pulls back a layer of Jeannie Savage’s secret sauce: Brand. Menu. Client Attraction. Conversion. Succession. Systems. Team. Seven...
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B1 | EP 145.B Chapter 2 — Your Brand [The Strategic Bookkeeper by Jeannie Savage]
Welcome to The Strategic Bookkeeper, the book that sparked a global movement and transformed how bookkeepers build thriving, profitable practices 💫 Each episode pulls back a layer of Jeannie Savage’s secret sauce: Brand. Menu. Client Attraction. Conversion. Succession. Systems. Team. Seven...
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B1 | EP 145.A Chapter 1 — Welcome To Becoming A Strategic Bookkeeper [The Strategic Bookkeeper by Jeannie Savage]
Welcome to The Strategic Bookkeeper, the book that sparked a global movement and transformed how bookkeepers build thriving, profitable practices 💫 Each episode pulls back a layer of Jeannie Savage’s secret sauce: Brand. Menu. Client Attraction. Conversion. Succession. Systems. Team. Seven...
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The Strategic Bookkeeper - EP144 - Let the system do the selling
Jeannie used to believe great sellers were born that way — confident, charismatic, effortless. Then she discovered the truth: The best sellers aren’t “good at selling.”They just have a system that does it for them. And once she cracked that code, everything changed — easier yeses, better clients,...
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The Strategic Bookkeeper - EP143 - Creating & Curating the Customer Experience
Most bookkeepers think growth comes from big, dramatic changes. Truth is, it rarely does. It comes from the tiny, almost invisible moments your clients notice instantly. The way your website feels. How fast you reply. How clear you are about “what happens next.” These little hinges swing very big...
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The Strategic Bookkeeper - EP142 - The Pink Elephant in the room
🐘 There’s a pink elephant in a tutu dancing through the bookkeeping industry… and no one’s talking about it. So Jeannie did. 👇 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 —...
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The Strategic Bookkeeper - EP141 - Planning for 2026 (Part 2)
Ever notice how easy it is to power through tasks… but much harder to stop and decide what you actually want? Part 1 gave you the “napkin plan.” Part 2 closes the gap — helping you step back into the driver’s seat of your practice and your life. No fancy planners. No 50-step systems. Just…
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About this show
Welcome to The Strategic Bookkeeper podcast – the show that will help you build a thriving bookkeeping practice, delight your clients, and become a strategic bookkeeper yourself.This podcast is a companion to the book “The Strategic Bookkeeper” by Jeannie Savage. Jeannie's commitment to success, combined with her 13 years experience in the business and bookkeeping industry, have made her one of the most respected bookkeepers today.Through this podcast, you will learn extra strategies and tips towards living your dream on your terms. So step up, this is your time to shine.
Hosted by
Jeannie Savage