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PODCAST

The Strategic Bookkeeper Podcast

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

business careers

All Episodes

00:22:25

The Strategic Bookkeeper - EP140 - Planning for 2026...

The Strategic Bookkeeper Podcast ·

2025/11/06

Feeling like 2025 has flown by and you’re still catching your breath?Take a moment to pause — to reflect on what worked, what didn’t, and what you truly want your business (and life) to look like in 2026.Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she helps you zoom out and look at the bigger picture — not just your workload or client list, but the kind of life and practice you’re actually building.Because it’s super easy to keep saying “next year will be different”…

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00:32:06

The Strategic Bookkeeper - EP139 - How to Turn...

The Strategic Bookkeeper Podcast ·

2025/10/30

Ever had a client say, “But I’ve still got money in the bank — how can I be broke?”We’ve all been there — sitting across from a client who’s doing their best, but can’t quite see what’s really happening in their business.In this week’s episode of The Strategic Bookkeeper Podcast, I chat with Colin Hewitt — Founder and CEO of Float software — about how we, as bookkeepers, can turn those moments of confusion into clarity and confidence.We talk about: 💡 How to explain cashflow in a way business owners

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00:39:24

The Strategic Bookkeeper - EP138 - From Booked But...

The Strategic Bookkeeper Podcast ·

2025/10/23

Ever raised your prices and waited for the backlash that never came?That was Julianna’s story — and it completely changed her business.She stopped selling “hours” and started selling impact.She learned how to talk about her value in a way that felt genuine… and her clients thanked her for it. ✨Join Jeannie and Julianna on this week’s episode of The Strategic Bookkeeper Podcast as they unpack the mindset, the messaging, and the quiet courage it takes to raise your prices without losing clients.Here’s

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00:39:48

The Strategic Bookkeeper - EP137 - The Hero's Journey...

The Strategic Bookkeeper Podcast ·

2025/10/16

What’s harder than starting a bookkeeping practice?Starting again — after 20 years.That’s exactly what Marianne Davies did.She walked away from the chaos, rebuilt from the ground up, and completely transformed her business — adding over $100K in profit and reclaiming her weekends.No magic. No luck.Just strategy, systems, and guts.Join Jeannie and Marianne in this week’s episode of The Strategic Bookkeeper podcast as they unpack the exact steps that helped Marianne reset, turn her practice (and life)

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00:42:34

The Strategic Bookkeeper - EP136 - Michelle Irwin's...

The Strategic Bookkeeper Podcast ·

2025/10/09

Michelle thought a “secure job” meant safety — until she realised it was the thing holding her back.Fast-forward seven months: she’s grown her own bookkeeping business, earned $100K in seven months, and built that same practice around her life, not the other way around.In this week’s episode of The Strategic Bookkeeper Podcast, Jeannie and Michelle dive into the real shifts that made it all possible — from reworking her pricing and creating stable, recurring income, to stepping into the role of

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00:25:55

The Strategic Bookkeeper - EP135 - My Story

The Strategic Bookkeeper Podcast ·

2025/10/02

🚦 Every bookkeeper faces a choice. Take the long, exhausting road I once did… …or take the shortcut to profit and freedom.When I started my practice, I made every mistake in the book. I worked harder, charged wrong, burned myself out — and stayed stuck for years.The difference between then and now? I finally discovered the shifts that matter. Once I applied them, my practice transformed — and yours can too.🎙️ In this week’s episode of The Strategic Bookkeeper Podcast I share: ✨ The pricing move

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00:33:59

The Strategic Bookkeeper - EP134 - 10 Factors for...

The Strategic Bookkeeper Podcast ·

2025/09/25

🚨 Bookkeepers: Skills + clients aren’t enough. That’s the harsh truth Jeannie discovered in her first year of practice — her “baptism of fire.” She thought being technically good and getting clients would be all she needed. Instead, she ended up overworked, underpaid, and nearly burnt out.Here’s what she learned the hard way: 👉 Being a great bookkeeper is the baseline. Building a thriving practice takes more.Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she shares the

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01:09:39

The Strategic Bookkeeper - EP133 - The Bookkeeping...

The Strategic Bookkeeper Podcast ·

2025/09/18

Every bookkeeper fits into one of four archetypes: ➡️ Startup or Growing ➡️ Busy/Booked but Broken ➡️ ScalingWhich one are you? And more importantly — how do you move to the next level?That’s exactly what Jeannie unpacks in this week’s podcast, featuring the full replay of the Bookkeeping Practice Blueprint Workshop. You’ll discover:✨ How to pinpoint your archetype✨ The missteps to avoid✨ The roadmap to move from “busy” to thrivingAnd because this was a live workshop, you’ll also get a preview of

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00:41:19

The Strategic Bookkeeper - EP132 - How Strategic...

The Strategic Bookkeeper Podcast ·

2025/09/11

At XeroCon last week, Jeannie dropped a truth bomb: bookkeeping alone will never give you the income or lifestyle you deserve.She’s seen it firsthand — bookkeepers who were once exhausted and underpaid have transformed their practices into small but mighty businesses that deliver six-figure incomes and real time off. Their secret? Leaning into advisory and automation.If you missed Jeannie live at Xerocon, the good news is she’s brought the full presentation to the latest episode of The Strategic

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00:36:04

The Strategic Bookkeeper - EP131 - What is your...

The Strategic Bookkeeper Podcast ·

2025/09/04

Some guests don’t just join the podcast — they redefine the conversation. And this week’s guest, Paul Dunn, does exactly that. 🙌Paul has shaped the accounting world for decades. He’s a 4-time TEDx speaker, featured in Forbes with Richard Branson, and co-founder of B1G1 Business for Good — a movement that’s already created 380+ million giving impacts globally. 🌍But here’s the part that matters for YOU as a bookkeeper: Paul believes we are at the core of real change. Not accountants. Not

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00:29:18

The Strategic Bookkeeper - EP130 - AI for...

The Strategic Bookkeeper Podcast ·

2025/08/28

🤔 Ever wonder why ChatGPT sometimes nails it… and other times completely misses the mark?The difference isn’t the tool — it’s the prompt.This week on The Strategic Bookkeeper Podcast, I sat down with Jared Brintz from Intuit (QuickBooks, TurboTax, Mailchimp & Credit Karma). Jared’s been deep in the AI space for years, and he’s built an 8-step prompting framework that takes the guesswork (and frustration) out of ChatGPT.Here’s what you’ll learn:⚡ How to write prompts that deliver the right

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00:38:05

The Strategic Bookkeeper - EP129 - Beth Kocol's...

The Strategic Bookkeeper Podcast ·

2025/08/21

What if the messy, time-sucking parts of your practice — chasing clients, clunky onboarding, endless admin — could finally run smoothly?That’s what I dive into this week’s podcast with Beth Kocol, a systems + automation strategist who’s brilliant at turning chaos into calm.Yes, Beth uses Dubsado to make it all click — but here’s the thing: this isn’t about adding more tech. It’s about building smarter workflows that give you hours back, a smoother client experience, and more freedom in your

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00:38:27

The Strategic Bookkeeper - EP128 - Clients Aren't...

The Strategic Bookkeeper Podcast ·

2025/08/14

💡 What’s the first thing you do before hiring someone? You check them out online.Well… your potential clients are doing the same — but now they’re not just Googling you, they’re asking AI.The reality is: AI now influences how credible, trustworthy, and approachable you appear to potential clientsOn this week’s The Strategic Bookkeeper Podcast, I chat with Glen Senior, CEO of Bizink, to give you the playbook for:✨ Using the rise of AI search to get in front of more right-fit clients✨ Positioning

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00:34:08

The Strategic Bookkeeper - EP127 - Content Snare Deep...

The Strategic Bookkeeper Podcast ·

2025/08/07

Ever feel like your clients are ghosting you… on purpose? 👻You send the request. Wait… Follow up… Wait again… Eventually, they reply with 3 out of the 7 things you asked for 😵‍💫Sound familiar?Here’s the thing: it’s not that your clients are difficult — they’re overwhelmed, confused, or just can’t find what you asked for.👉 And that’s your opportunity.In this week’s episode of The Strategic Bookkeeper Podcast, I chat with James Rose, workflow automation guru and co-founder of Content Snare, about

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00:23:14

The Strategic Bookkeeper - EP126 - xOnBoard Explored:...

The Strategic Bookkeeper Podcast ·

2025/07/31

For many bookkeepers, onboarding new clients feels messy, manual, and downright exhausting — especially when payroll is involved. But what if that chaos is quietly costing you more than just time?🎙️ In this week’s episode of The Strategic Bookkeeper Podcast, I chat with Riley James, founder of xOnBoard, to unpack why messy onboarding is quietly draining your profit — and what to do about it.From clunky comms to compliance risks, we break down the hidden issues that derail even the best-run

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00:53:25

The Strategic Bookkeeper - EP125 - From Zero to Hero...

The Strategic Bookkeeper Podcast ·

2025/07/24

💥 One year ago, Lynda Hall was just one month into her solo practice — overwhelmed, undercharging, and unsure how to build the business.12 months later?She’s running a multi six-figure practice with real profit, a small mighty team, and a clear plan to keep growing.Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she sits down with Lynda to unpack the real story of her first year in practice — the moments she cried, the mistakes she owned, the growth she leaned into… and

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00:23:40

The Strategic Bookkeeper - EP124 - AI-Powered...

The Strategic Bookkeeper Podcast ·

2025/07/17

Most bookkeepers are being told to jump on the AI bandwagon — fast.But here’s the thing: AI isn’t a shortcut if you don’t know where you’re going. ⚠️Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she gets real about what AI can actually do for your practice — and where most bookkeepers go wrong.🎧 You’ll hear:🧠 Why human intelligence still matters more than ever🛠 How to streamline with AI (and still sound like you)📈 Real examples of bookkeepers using AI to scale their

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00:27:40

The Strategic Bookkeeper - EP123 - Practice...

The Strategic Bookkeeper Podcast ·

2025/07/10

📉 Drowning in tasks but still not moving forward?Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she breaks down the 5 Essentials to Run Your Bookkeeping Practice Like a Well-Oiled Machine — so you can stop doing all the things and start working smarter.She’s sharing the exact moves that helped her go from stretched thin… to six-figure freedom with a lean, efficient team.🎧 In this episode, you’ll discover: 🔧 The 5 areas to tighten for more time and profit📅 How to

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00:53:59

The Strategic Bookkeeper - EP122 - How to Automate...

The Strategic Bookkeeper Podcast ·

2025/07/03

Kylie Gorzalka is a bookkeeper just like you — running a boutique practice, juggling all the hats… and looking for a better way to manage the chaos.So she built her own solution.As a BAS agent, TSB tribe member, and founder of Officiently, Kylie now helps bookkeepers streamline the messy back end of their practice — without breaking the bank or the soul of their brand.And in this week’s episode of The Strategic Bookkeeper Podcast, she’s sharing how you can simplify your practice too — regardless of

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00:47:14

The Strategic Bookkeeper - EP121 - How to Vibe with...

The Strategic Bookkeeper Podcast ·

2025/06/26

🚨 Only 8% of people are using AI effectively – are you one of them?Most bookkeepers and accountants are either dabbling, overwhelmed… or stuck in fear when it comes to AI. But this week on The Strategic Bookkeeper Podcast, Jeannie shares something that will change that.🔥Join Jeannie as she sits down with Arthur Zards – founder of TEDxNaperville, Lab Z, and longtime tech entrepreneur – to help you vibe with AI, instead of fighting it.Arthur makes AI practical and accessible – especially for

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140 results

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