The Bookkeepers' Podcast

Can you actually take a month off every year as a bookkeeper? We discuss the systems you need to build a sustainable business.

In this episode, we sit down with Matt Essam to look at what it really takes to step away from your daily operations as a bookkeeper without everything falling apart.

We explore why business owners often struggle to disconnect and how you can shift your perspective on the future of business to create more personal freedom.

Connect with Matt!
/ mattessam

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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

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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...

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Promotion
This video contains paid promotion.

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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:
0:00 - Uncovering the Creative Coaching Approach
1:55 - From Advertising to Life Coaching: A Journey
4:32 - Unmasking Phantom Loops in Your Business
6:18 - The Power of Awareness in Breaking Patterns
12:22 - Courage as a Strategy for Visibility
17:29 - The Art of Taking a Strategic Sabbatical

A bookkeeper doesn't always need a pitch to win a client, sometimes a single conversation is enough. In this episode, we unpack a real story where offering free value, with zero intention to sell, turned into a brand new client for a bookkeeper.

We get into:
- Why giving value freely can work better than any sales pitch
- How a bookkeeper can position their fees once trust is already there
- The mindset shift that helped one bookkeeper stop "selling" and start connecting

If you're a bookkeeper wondering how to bring in clients without feeling salesy, this episode shows exactly how it can happen.

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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

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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

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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
00:00:19 - Encounter at the Pub
00:00:58 - Connecting with Business Partners
00:08:10 - Commercial Awareness and Running a Business
00:14:58 - Consulting on Business Development
00:15:09 - Personal Development and Business Insights
00:16:56 - Expanding Horizons through Coaching and Reading
00:17:53 - Embracing Systems and Frameworks in Business
00:20:10 - Positive Mindset and Personal Growth
00:22:48 - Creating Value and Business Insights

#bookkeeper

Most bookkeepers think using AI more is always the win. In this episode, we sit down with marketing expert Chris James to break down the exact AI habit that's quietly costing bookkeeper practices their best clients, and why more automation isn't always more leverage.

We cover:
The AI mistake every bookkeeper should avoid
Why some bookkeepers are working harder despite using AI
The "human in the middle" rule Chris uses with every bookkeeper client
What bookkeeper marketing will look like by 2029

Connect with Chris
➡️ / chrisjamesonline

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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
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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...
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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 AI Habit Costing a Bookkeeper Their Clients
00:01:33 - How Chris Helps Experts Grow
00:03:25 - Building an AI-Powered Client Tracking App
00:05:52 - Making AI Development Accessible
00:10:01 - Using Data and AI as Business Leverage
00:13:12 - Why AI Should Not Write Your Content
00:13:59 - Turning Client Conversations Into Marketing Ideas
00:17:50 - Why AI-Generated Content Feels Beige
00:21:04 - Helping a Child Write With AI
00:25:26 - Keeping Humans in the Creative Process
00:27:37 - Where AI Automation Actually Saves Time
00:29:32 - Automating Repeatable Client Workflows
00:32:15 - LinkedIn Reach and the Changing Algorithm
00:36:54 - How to Become a Favorite Creator
00:39:00 - Turning LinkedIn Engagement Into Clients
00:41:15 - Creating Content for Potential Customers
00:43:56 - Using Purpose-Built AI Without Losing the Human
00:46:13 - Why Everyone Already Has a Personal Brand
00:47:45 - Building Your Personal Brand Like a Movie
00:49:15 - Your First 90 Days on LinkedIn
00:49:43 - Start With Warm Contacts, Not Cold Outreach
00:51:35 - Using Customer Conversations to Shape Content
00:52:04 - Building an AI-Powered Business Advisory Platform
00:54:48 - Why YouTube Builds Lasting Trust

#bookkeeper

As a Bookkeeper, are you up to date with what it takes to exit your business? It's a topic a bookkeeper could do with maximum clarity on.

In this episode of the Bookkeeper's Podcast, we sit down with Dr Vivienne Heyhoe, founder of WellSpring and an expert in business exits.

She shares her journey, and her insights on preparing your business for a successful exit.

Connect with Vivienne on LinkedIn
➡️ https://www.linkedin.com/in/drviv/

Is your Business Sellable?
➡️ https://wellspringindex.co.uk/

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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
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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 - What a Bookkeeper Gets WRONG About Selling Their Business
00:00:47 - Vivian’s Career and Business Exit Story
00:04:21 - The PROFIT Framework for an Exit-Ready Business
00:09:02 - Exit Options for Sole-Practitioner Bookkeepers
00:11:55 - How Bookkeepers Can Guide Clients Toward an Exit
00:13:52 - Selling a Bookkeeping Practice Earlier Than Planned
00:16:48 - Understanding Angel, Venture Capital, and Private Equity Investment
00:22:32 - Bookkeepers as Trusted Business Advisors
00:24:58 - Exit-Ready KPIs, Clean Books, and Valuation Multiples
00:28:03 - How Business Risk Reduces the Sale Price
00:30:15 - Outcome-Based Pricing and the Value of Bookkeeping
00:32:22 - Choosing to Become a Growth-Focused Bookkeeper
00:33:11 - Vivian’s Next Ventures and Exit-Readiness Scorecard
00:34:19 - How to Connect and Assess Your Exit Readiness

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.

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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