Épisodes

  • 20 Years of Bookkeeping Experience in 29 Minutes — by Someone Who Grew from £0 to 6 Figures

    20 Years of Bookkeeping Experience in 29 Minutes — by Someone Who Grew from £0 to 6 Figures
    Nov 20 2025
    In this episode, Jo and Zoe condense two decades of bookkeeping wisdom into just 29 minutes. They reflect on their biggest lessons, from pricing and mindset to boundaries and burnout, revealing the truths that transformed their businesses from £0 to six figures. They discuss why qualification is only the beginning, how to think like a business owner instead of a freelancer, and why value-based pricing is essential to scale sustainably. You’ll also hear their honest take on overcoming imposter syndrome, setting meaningful goals, and learning to take care of yourself while running a successful bookkeeping practice. 2. Show Notes In this episode, you’ll learn: How to avoid common mistakes when starting your bookkeeping practice. The truth about pricing — and why it should reflect value, not hours. How to shift from “doing the work” to owning a business. The power of goal setting and mapping your perfect profit & loss. Why self-care is part of your business strategy. ----------------------------------------------- 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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    29 min
  • 13 Free Resources Every New Bookkeeper Needs to Grow Faster

    13 Free Resources Every New Bookkeeper Needs to Grow Faster
    Nov 13 2025
    6 Figure Bookkeeper Key links: https://linktr.ee/6fb Links to all the stuff we mention 🧾 Xero State of the Industry Report (2025): https://www.xero.com/uk/campaign/partner/industry-report/ 💰 BisVal Express Business Valuation: https://bizvalglobal.com/ 📊 Dext Report – UK SME Insights: https://info.dext.com/dext-built-for-bigger-things-exclusive-report 🧮 6 Figure Bookkeepers Minimum Hourly Rate Calculator: https://subscribepage.io/6fbpricingspreadsheet 🧠 Xero Advisor Certification & Partner Program: https://central.xero.com/s/certifications 💳 Apron Virtual Expense Cards: https://getapron.com/expenses 📈 GoProposal “Boost Your Profits in 30 Days” Guide: https://goproposal.com/?utm_source=6fb 📋 King’s Trust Business Plan Template: https://www.kingstrust.org.uk/how-we-can-help/tools-resources/business-tools/business-plans 💼 TaxDome Bookkeeping Pricing Template: https://blog.taxdome.com/bookkeeping-pricing-template/ 💻 Xero MTD Resource Hub: https://www.xero.com/uk/resources/making-tax-digital/small-business-resources/ 📘 ‘Know Your Numbers’ (Free Book by Zoe Whitman): https://www.amazon.co.uk/Know-Your-Numbers-Bookkeeping-Businesses/dp/1912009986 ✅ Weekly Bookkeeping Tracker Spreadsheet: https://subscribepage.io/SuzhNc 🚀 The Six Figure Blueprint: https://subscribepage.io/jq4bmb 💬 Join the 6 Figure Bookkeepers Club (Facebook Group): https://www.facebook.com/groups/262207761026673 In this episode, Jo and Zoe round up 13 of the best free tools, templates, and resources to help new bookkeepers kickstart and grow their businesses confidently. They share everything from valuation tools and business plan templates to pricing calculators, software training, and productivity frameworks — all designed to save you time, reduce overwhelm, and set up a solid foundation for a profitable practice. Listeners will also hear how each resource connects to building a sustainable business model — whether that’s understanding MTD legislation, confidently pricing your services, or knowing when to scale. The episode closes with an invitation to download the Six Figure Blueprint — a free month-by-month guide to help you reach six figures faster. ----------------------------------------------- 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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    23 min
  • How to Find Bookkeeping Clients Without Social Media

    How to Find Bookkeeping Clients Without Social Media
    Nov 6 2025
    find our links here: https://linktr.ee/6fb In this refreshingly practical episode, Jo and Zoe share how bookkeepers can find clients without relying on social media. While both love online marketing (and even built their own social media tool, Journal), they recognise that not every bookkeeper feels confident online. This conversation breaks down a simple three-level approach for finding clients offline — starting with your closest connections, expanding into local networks, and using local press to build authority. Packed with humour, relatable stories (including Zoe’s daughter’s accidental referral and the legendary “policeman and toddler” news story), the episode proves that visibility doesn’t have to mean viral. Jo and Zoe reveal how to find bookkeeping clients without using social media. Discover the three levels of offline visibility that every bookkeeper can use to grow their practice locally — from word of mouth to newspaper features! You’ll Learn: Why your family and friends are your best first marketing team How to confidently network (even if you hate networking) The secrets to getting featured in local press and magazines How to pitch your story to journalists the right way The SEO benefits of appearing in online news Resources Mentioned: Building a StoryBrand by Donald Miller Journal – Social media tool for bookkeepers The Bookkeepers’ Collective training on press releases ----------------------------------------------- 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
  • Delivering the Golden Standard of Service Your Clients Deserve

    Delivering the Golden Standard of Service Your Clients Deserve
    Oct 30 2025
    In this final instalment of their three-part series, Jo and Zoe unpack what it means to offer advanced bookkeeping services — the level beyond bank reconciliations and cash flow forecasts. They challenge bookkeepers to step into a more strategic role by holding clients accountable, interpreting data, and driving decisions that impact long-term success. They explore how bookkeepers can transition from service providers to finance business partners, covering practical areas like sales and expense forecasting, budget variance analysis, improving cash flow, evaluating VAT schemes, and team performance metrics. The discussion concludes with strategic planning, exit goals, and holistic business thinking that empowers bookkeepers to guide their clients confidently. In this episode: Jo and Zoe dive into the advanced tier of bookkeeping services — how to shift from compliance work to becoming a strategic business partner. Key topics: What “adding value” really means in bookkeeping Holding clients accountable using data Building sales and expense forecasts Running budget variance reviews Improving cash flow and payment processes Reviewing VAT schemes for efficiency Staff return-on-investment (ROI) analysis Building client confidence and business acumen Discussing long-term planning, pensions, and exit strategies ----------------------------------------------- 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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    31 min
  • How to Price and Package Your Intermediate Bookkeeping Services

    How to Price and Package Your Intermediate Bookkeeping Services
    Oct 23 2025
    In this second instalment of their three-part series, Jo and Zoe dive into what it means to transition from offering basic bookkeeping to providing intermediate-level services. They explore how bookkeepers can move beyond reconciliations and historical data to become invaluable financial partners for their clients. The discussion covers cashflow forecasting, corporation tax provisions, KPI dashboards, and management accounts, showing how these skills give clients peace of mind and help them make confident business decisions. Through relatable examples and practical advice, Jo and Zoe make advisory work feel achievable for every bookkeeper, demonstrating that the path to becoming indispensable starts with simple steps like daily bookkeeping, communication, and helping clients understand their numbers. Topics Covered: The difference between basic and intermediate bookkeeping How to introduce cashflow forecasting Simple tools and software (Xero, Float, Google Sheets) Incorporating corporation tax provisions Helping clients plan ahead with management accounts Tracking KPI dashboards (financial + non-financial data) Encouraging communication and proactive client relationships ----------------------------------------------- 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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    21 min
  • What Should a Bookkeeper Actually Do? Defining Your Basic Service

    What Should a Bookkeeper Actually Do? Defining Your Basic Service
    Oct 16 2025
    This episode kicks off a three-part mini-series defining the core service levels for bookkeepers: beginner, intermediate, and advanced. Jo and Zoe focus here on the bare-minimum, beginner bookkeeping service—what you must deliver to confidently charge for your work and meet client expectations. They cover the bookkeeper–accountant boundary, where compliance starts and stops, and the practical steps that form a robust baseline service: validating opening balances, connecting and checking bank feeds, reconciling income (including tills/Stripe/PayPal) and purchases, and delivering snapshot reports on receivables and payables so owners know who owes what and when. ----------------------------------------------- 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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    26 min
  • Episode 343 Stop Saying You Care, Prove It- The Truth About Customer Service

    Episode 343 Stop Saying You Care, Prove It- The Truth About Customer Service
    Oct 9 2025
    Jo and Zoe unpack real-world customer service moments (good, bad, and “oh no!”) from hotels and travel, then translate them into practical ways bookkeepers can delight clients without overpromising or underpricing. From clear communication paths and response expectations to building systems that “put out the fire once,” they show how your service standard should drive your pricing, capacity, and team processes. They cover language (ditching jargon), empathy during stressful events (like client bereavement), and proactive touches that make clients feel looked after — plus how to encode all of that into SOPs so it happens consistently as you grow. ----------------------------------------------- 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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    36 min
  • Bookkeepers Bootcamp: The Best Business Strategy Week your business has EVER experienced and it's FREE

    Bookkeepers Bootcamp: The Best Business Strategy Week your business has EVER experienced and it's FREE
    Oct 5 2025
    Bookkeepers Bootcamp: The Best Business Strategy Week your business has EVER experienced and it's FREE. We start on Sunday 5th October at 7pm with live sessions every evening for the following three evenings. This is about working STRATEGICALLY on your bookkeeping practice and we can't wait to see you there. Register free at bookkeepersbootcamp.scoreapp.com And don't worry if you can't join live, as replays are available on demand. Just jump in and register to get all the details. We can't wait to help you build the business you've been dreaming of.
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    2 min