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The Bookkeepers' Podcast

The Bookkeepers' Podcast

Auteur(s): The 6 Figure Bookkeeper
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 Our bookkeepers earn more. Come and join us in The Bookkeepers' Collective. Find out more at 6figurebookkeeper.thinkific.comAll rights reserved Économie
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  • Episode 341 How to Handle a Bookeeping Clean Up Job

    Episode 341 How to Handle a Bookeeping Clean Up Job
    Sep 25 2025
    In this episode of The Bookkeepers’ Podcast, we tackle one of the most common challenges in the bookkeeping world: clean up jobs. Jo and Zoe dive into the practical steps bookkeepers should take when dealing with a client who’s fallen behind, whether it’s a few months of missed entries or a year-long backlog. They discuss how to set boundaries, determine whether to take on a clean up job at all, and how to price the work fairly—without undervaluing your time. With actionable advice on due diligence, onboarding, process improvement, and client communication, this episode is packed with insights to help you approach backlog work with clarity and confidence. What constitutes a bookkeeping clean up job and how to scope it How to assess the quality of existing records and validate balances Why you should start from the oldest month and work forward Tips on onboarding clients and setting clear expectations How to position yourself as a strategic advisor (not an employee) A structured method to price clean up work using alignment fees How to talk to clients about value, not just cost Why you should insist on paperwork and documentation Best practices for managing your time and maintaining high standards ----------------------------------------------- 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.
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    24 min
  • Episode 340: Unschooling. You NEED to hear this!

    Episode 340: Unschooling. You NEED to hear this!
    Sep 18 2025
    In this deeply personal conversation, Jo opens up about her family’s journey from school anxiety and selective mutism to a self-directed, joyful approach to learning: unschooling. She shares the early signs that traditional school wasn’t working for her daughter, including a traumatic bullying incident, health challenges, and escalating panic attacks in Year 8. Despite trying reduced timetables and a paid online school, the same patterns returned. Jo describes the moment they de-registered and chose to remove expectations, allowing recovery and curiosity to lead. The result? A thriving teen with community, responsibility, paid work (dog walking, stables, social media), equine study certificates, vibrant friendships, and a self-initiated plan to sit GCSEs on her own timeline. Jo also demystifies local authority involvement, reflects on judgement from others, and shares a parenting philosophy centred on trust, autonomy, and consequences in a safe, loving home. Early signs: selective mutism, post-Covid transition, and exhaustion in Year 7 The trigger events: unexpected class move, bullying incident, and toilet-pass anxiety Attempts to “fit back in”: reduced timetable, calm room, and online private school The pivot: de-registering and choosing unschooling to prioritise healing Life after school: horses, certificates, paid work, social confidence, and self-led GCSE plan Myth-busting: local authority contact, fines, and what “education” can look like at home Parenting through judgement: autonomy, boundaries, and trusting teens ----------------------------------------------- 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.
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    35 min
  • Episode 339: 5 Best Niches for Bookkeepers

    Episode 339: 5 Best Niches for Bookkeepers
    Sep 11 2025
    Join the collective - https://www.6figurebookkeeper.com/ Get Journal and fic your online presence - https://www.bookkeepersmarketing.com/ In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman take a deep dive into the five most profitable and practical niches for bookkeepers to consider. Niching can be one of the most important decisions in your bookkeeping journey—yet it’s often where people get stuck. Whether you're just starting out or looking to refine your services, this episode will help you identify the types of clients you’re best equipped to support, and how niching can lead to greater profitability and ease in your business. Jo and Zoe break down the real-world pros, challenges, systems, and service expectations across five key industry types. They also share personal stories from their own practices and clients to illustrate how each niche works in practice. 💡 You Will Learn: Why niching matters and how it helps you streamline systems and services. How to identify your ideal client based on more than just industry. The specific needs and quirks of five different business types. How to position yourself as an expert in a niche even if you’re still learning. Where opportunities lie for bookkeepers in sectors like construction, salons, and e-commerce. How niching allows you to automate, specialise, and increase your profit margin. ----------------------------------------------- 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.
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    30 min
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