At Execierge, we’re not just task managers but partners in your productivity. Our team is vetted, experienced, and committed to understanding your goals, preferences, and priorities. Whether you need professional bookkeeping, inbox management, calendar coordination, travel planning, or personal errands handled with precision and care, Execierge is your go-to solution. 

Official Website: https://www.linkedin.com/in/execierge-eugene/

Our Profile: https://soundcloud.com/execierge

Next Podcast:  https://is.gd/Wfh7nH

Execierge

The disorganized chaos that creeps into a growing business can initially be subtle—missed emails, delayed projects, and inconsistent customer service. However, as operations expand, what started as small inefficiencies can snowball into major bottlenecks. Outsourcing offers a solution to not only relieve the pressure but also bring clarity, structure, and scalability to business operations. 

Official Website: https://www.linkedin.com/in/execierge-eugene/

Our Profile: https://soundcloud.com/execierge

Next Podcast:   https://is.gd/f749Hz


Outsourcing

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman explore one of the most frequently asked questions in their community: how do you get bookkeeping work experience when no one will give you a chance without it? They introduce Hey Monika, their brand-new AI-powered software designed to help bookkeepers gain realistic, practical experience – no clients required.

Jo and Zoe share the journey that led them to develop Hey Monika, from recognising the challenges within their 6 Figure Bookkeepers’ Club community to co-creating a completely new kind of solution. They explain how the tool works, how users can benefit from practical, scenario-based training, and why it's already proving to be a game-changer for everyone from complete beginners to experienced professionals looking to build confidence in new areas.

You’ll also hear the behind-the-scenes of building a tech product from scratch, the value of community-driven development, and why Hey Monika is much more than just a training platform – it's a mentor, a practice hub, and a safe space to learn.

What Listeners Will Learn:
Why work experience is a universal challenge for bookkeepers at all stages
How Hey Monika simulates real client interactions in a safe, AI-powered space
What makes this tool unique from traditional CPD and training programmes
The power of community in product development
How Jo and Zoe balanced building software while running the 6 Figure Bookkeeper
What to expect from future scenarios and how to get involved as a founding user

Try Hey Monika
Want hands-on, practical bookkeeping experience without real-life clients? Join the waitlist for Hey Monika, our AI-powered work experience platform for bookkeepers. Learn more and sign up: heymonika.com

About our Sponsor
This episode is sponsored by Xero. Learn more about their new partner programme at: xero.com/uk/?utm_source=6fb

Disclaimer
The information in The Bookkeepers' Podcast is for informational purposes only and is not intended as advice. Please seek professional advice before acting on any content from this podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on this content.

Episode 319: How to Get Bookkeeping Work Experience

Bookkeepers in Melbourne are the experts at ensuring that your business books are accurate, updated and meet all current legislative requirements. We ensure that your business records are updated in compliance with the latest laws and that they reflect your company’s financial position. Accurate record-keeping is crucial to make accurate business decisions. Australian legislation states that all businesses must keep updated financial records if they are audited to ensure that they have paid all necessary taxes.

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Locate Us:

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Expert Bookkeeping Services in Melbourne

In this episode of The Bookkeepers' Podcast, Jo and Zoe are joined by financial planner Bella Clark to explore how bookkeepers can evolve into trusted business partners for their clients by building relationships with financial advisors. Bella shares her journey from a recruitment career in Canary Wharf to becoming a financial planner, offering holistic financial advice to business owners, especially women.

Together, they discuss the misconceptions around financial knowledge in the bookkeeping industry, the emotional barriers to financial planning, and practical steps bookkeepers can take to deepen their client relationships. Bella also shares personal anecdotes and client stories that highlight the transformational impact of understanding both business and personal finances.

This episode is packed with insight into how bookkeepers can add value, build confidence in financial conversations, and create a supportive network that helps clients prepare for both the expected and the unexpected.

🎯 What You Will Learn
How bookkeepers can collaborate with financial planners to support clients holistically
Why understanding both business and personal finances is essential for long-term planning
Key financial protections self-employed business owners often overlook
The emotional side of money and how to create safe, judgement-free financial conversations
The importance of regular client check-ins and fact-finding as a service standard
Practical steps to identify when a client might benefit from financial advice
The impact of pensions, children’s savings, and future-focused planning
How to become “the expert who knows the experts” by building a referral network


----------------------------------------------- 
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
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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.
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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.

Episode 323: Bookkeepers: Go To Business Partners??

Looking for reliable tax advice? At Smartax Accountancy Ltd, our experienced Chartered Tax Advisors offer tailored solutions for individuals and businesses. Whether it's tax planning, compliance, or HMRC support, we ensure your finances are optimised and stress-free. Trust Smartax Accountancy Ltd for clear, professional guidance that saves money and keeps you compliant. Get in touch today! https://smartaxaccountancy.co.uk/accountant/

smartax accountancy ltd

Discover why engaging qualified BAS services is crucial for your company's bookkeeping. Ensure compliance, accuracy, and financial clarity with expert assistance.

Learn more - https://sites.google.com/view/fintechtaxationsolutions/blog/why-engage-qualified-bas-services-for-your-companys-bookkeeping

Visit - https://fintechtaxationsolutions.com.au/service/business-activity-statements-melbourne-vic/

Why Engage Qualified BAS Services for Your Company’s Bookkeeping?

Reliable small business bookkeeping removes uncertainty. Outsourcing small company bookkeeping gives you the support.  Small business accounting and tax services must be flexible by Advantage CPA.

Start Smart Growth with Small Company and Business Bookkeeping

Get professional bookkeeping services in Melbourne to manage your business finances with ease. From payroll to BAS reports, expert bookkeepers handle it all. 

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Simplify your Amazon FBA accounting with Accountsly. From FBA fee tracking and inventory management to tax compliance and real-time reports, we offer expert CPA support tailored to help Amazon sellers scale confidently and stay compliant.
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Smartax Accountancy Ltd is a firm of Chartered Certified Accountant with 12+ years of history of accurately and efficiently providing accounting and taxation services to a diverse range of industries, including food & drink, healthcare, IT/telecoms, and professional services in uk.

Advantage Tax, Accounting, Payroll, and Bookkeeping, we are a trusted accounting firm in Boca Raton, offering the best accounting services for small businesses. Our team provides expert bookkeeping services, helping you keep track of finances with ease. We also specialize in business payroll services, ensuring timely and accurate payments. As one of the leading payroll companies in Florida, Advantage CPA offer tailored solutions. With our comprehensive tax planning service, we help minimize your tax liability.

At Execierge, our professional Executive Assistants take care of your work and personal tasks, at a fraction of the cost.

At Execierge, we don’t just provide luxury. We offer a lifeline. Our personal assistants are more than just a service — they’re a necessity for our global clientele. They ensure punctuality, productivity, and precision, no matter where our clients are.

Fintech Taxation Solutions is a reputed accounting firm providing expert taxation solutions to individuals and businesses. Currently we’re providing accounting services in Lucas, Ballarat, Geelong, and other West Melbourne suburbs.

Accountsly offers expert outsourced bookkeeping and accounting services tailored for startups and growing businesses. From virtual accountants to real-time financial insights, we help you stay compliant, cut costs, and scale smarter. Trusted by founders to simplify numbers—so you can focus on growth. Contact us today!

Our bookkeepers earn more. 
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New tracks tagged #Bookkeeping