Today on The Bookkeepers' Podcast, Jo and Zoe will be be joined by James Webb.

With 20 years experience in Financial Services ranging from Start ups to corporate Banks, James has a real understanding of what customers need and creating value relationships. The last 5 years have seen him create leading partnerships including national companies where a real mutual benefit is formed. Over the last 2 years, James has taken Pulse to market and been a key figure in the growth of both partnerships and SME’s benefitting from the insights that Pulse has provided.

What Listeners Will Learn:

How bookkeepers can use data to provide more value to their clients
The benefits of setting goals and tracking financial progress with clients
Practical steps to begin offering advisory services
Key features of Pulse and how it helps bookkeepers spot business trends

Visit the Pulse website to learn more or book a demo. Listeners are also encouraged to subscribe to the podcast, leave a review, and share it with other bookkeepers looking to expand their services. ----------------------------------------------- 
About our Sponsor
This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2
----------------------------------------------- 
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 292: How to spot Opportunities for your clients with James Webb of Pulse

In Folge 107 von "Jetzt mal ehrlich" widmen sich Marco und Fredrik wieder spannenden, aktuellen Themen aus der Welt des Unternehmertums und der Technologie. Sie starten mit einer Diskussion über das Remarkable 2 und dessen Nutzen im Arbeitsalltag, gefolgt von ihren Erfahrungen mit dem Rodecaster Video, das neue Standards für Podcasting setzt. Ein besonderes Highlight ist ihr Gespräch über Eric Schmidt und seine Zeit bei Google – von der Entscheidung, Home Office frühzeitig zu unterstützen, bis hin zur heutigen Realität bei Startups, wo oft noch lange Arbeitsstunden herrschen.

Marco und Fredrik gehen außerdem der Frage nach, wie die Zukunft der Gewerkschaften aussieht und welche Rolle sie in der Arbeitswelt von morgen spielen werden. In dieser Folge hinterfragen die beiden auch, ob und wann es für Chefs in Ordnung ist, nach Feierabend anzurufen – und was das für die Work-Life-Balance der Mitarbeiter bedeutet. Wie immer gibt es spannende Einblicke und provokante Gedankenanstöße zu Bürokratie, Deadlines und der sich rasant entwickelnden Welt der Künstlichen Intelligenz.

JME 107: Jetzt mal ehrlich… Darf man als Chef nach Feierabend anrufen?

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman sit down with Hayley Broomfield, founder of HB Accounting. Hayley shares her journey of building a successful bookkeeping practice while balancing the demands of motherhood. She discusses her initial struggles with hourly pricing, the transformation of her business after joining the 6 Figure Bookkeeper Success Programme, and how she doubled her turnover by repricing her clients. Hayley also explores the shift from traditional bookkeeping to offering advisory services, her venture into passive income through online courses, and her efforts to grow an audience on social media.

Hayley emphasises the importance of community, sharing how being part of a supportive group gave her the confidence to reprice her services and move into advisory work. She also shares practical tips on creating a passive income stream through lead magnets, growing an online community, and the power of consistency in marketing.

You Will Learn:

How to transition from hourly billing to value-based pricing.
The benefits of advisory services for both clients and bookkeepers.
How to balance business growth with family life.
Tips for creating passive income and scaling a bookkeeping practice.
The role of consistency in building a social media presence.
The importance of community and support when growing a business.

Work With Us:

Join the FREE MEMBERSHIP and get access to:
Free Community
Niche Training
Chat GPT for Bookkeepers Training
A Free Copy of The Bookkeeper Rises
Exclusive Discounts and Recommendations
6FIGUREBOOKKEEPER.CLUB

Join THE BOOKKEEPERS' COLLECTIVE and access our full range of programmes and live support for one simple monthly subscription. You'll get:
Practice Foundations CPD Accredited Training
CPD Accredited Business Growth Training
Pricing Training, including Passive Income Training
Marketing Training, including Personal Brand Training
Sales Training
Expert Guidance covering everything from insurance to financial planning
14+ hours of live sessions each month
6FIGUREBOOKKEEPER.COM

About our Sponsor:
This episode is sponsored by Xero. Find out more at:  Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 .

Disclaimer:
The information contained in The Bookkeepers' Podcast is for informational purposes only and does not amount to professional advice. Always seek advice from a qualified professional before taking or refraining from any action based on the content of this podcast. The 6 Figure Bookkeeper Ltd disclaims all liability for any reliance placed on the contents of this podcast.

Episode 293: How I Doubled my Turnover with Hayley Broomfield

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Grace Hardy, founder of Hardy Accounting, who shares her journey of building her accounting practice using TikTok. Grace started her business straight after completing her accounting apprenticeship. She discusses how social media, particularly TikTok, has allowed her to build her client base and visibility, despite initial fears of being taken seriously as a young entrepreneur. 

Grace explains how bookkeepers can use TikTok and how its algorithm allows content to reach a wider audience compared to platforms like Instagram. She shares her experience of creating her first TikTok post and how her content strategy has gained traction. Grace encourages listeners to focus on consistency and authenticity when building their personal brand.

Grace also discusses the broader impact of her social media presence, which has led to business growth and speaking opportunities. She also introduces her own podcast, The Unconventional Podcast, where she interviews guests who have taken non-traditional paths in business.

You Will Learn:

- How TikTok can be a powerful tool for bookkeepers and accountants.
- The importance of personal branding and building client trust.
- Practical tips for creating consistent content on TikTok.
- How to identify and address client pain points through social media.
- Balancing business responsibilities with social media marketing.
- The broader benefits of visibility

Work with us 
Come and join us in The Bookkeepers' Collective. Find out more at 6figurebookkeeper.thinkific.com


About our Sponsor:
This episode is sponsored by Xero. Find out more at:  Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 .

Disclaimer:
The information contained in The Bookkeepers' Podcast is for informational purposes only and does not amount to professional advice. Always seek advice from a qualified professional before taking or refraining from any action based on the content of this podcast. The 6 Figure Bookkeeper Ltd disclaims all liability for any reliance placed on the contents of this podcast.

Episode 294: How Bookkeepers' can use TikTok

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman shared their behind the scenes view of attending the Accounting Excellence Awards, sharing how bookkeepers can confidently enter and excel in award submissions. They also reflect on the growth and representation of bookkeepers within the accounting profession, particularly the strides made by members of their community at the awards.

Jo and Zoe share their view on what makes a winning award entry, addressing common misconceptions about qualifications and worthiness for awards. They also highlight the importance of personal branding and leveraging award opportunities for business growth and marketing.

Listeners will gain a deeper understanding of the value awards bring, not just as recognition but as a tool to assess progress, boost confidence, and market themselves more effectively.

You Will Learn:
- What to expect when attending the Accounting Excellence Awards.
- How to write a compelling award entry that stands out.
- Common mistakes to avoid in award submissions.
- The role of personal branding in winning awards and growing your business.
- Why entering awards can serve as a vital reflection point in your business journey.
- How to balance the investment in attending events with the long-term marketing benefits.

Work with us 
Come and join us in The Bookkeepers' Collective. Find out more at 6figurebookkeeper.thinkific.com


About our Sponsor:
This episode is sponsored by Xero. Find out more at:  Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 .



Disclaimer
The information contained in The Bookkeepers' Podcast is for information purposes only and is not intended to amount to advice. Professional advice should be obtained before taking or refraining from taking any action as a result of the content. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on the contents of this podcast.

Episode 295: Accounting Excellence Roundup and How to Enter Awards

In this episode of The Bookkeepers' Podcast, Zoe Whitman and Jo Wood are joined by Kate Powell from Kingston Bookkeeping. Kate shares her inspiring journey of growing her bookkeeping practice by pushing her comfort zone and embracing change. Kate talks about how she started her business in 2008, juggling work and family, and how her practice has evolved over time. She discusses the transition from working alone to managing a team, and the impact of technology on her processes. Kate also touches on the personal challenges she faced, such as her children growing up and leaving home, which led her to re-evaluate her business and pursue more ambitious goals.

Kate explains the importance of saying "yes" to opportunities outside her comfort zone, such as speaking at industry events like the ICB Summit. She offers advice on building confidence, using technology effectively, and creating a gold-standard bookkeeping service. Kate's story demonstrates how stepping out of your comfort zone can lead to personal growth, business success, and greater fulfilment.

You Will Learn:
How to build and scale a bookkeeping practice.
The benefits of moving from solo work to managing a team.
The importance of using technology to streamline bookkeeping services.
How pushing your comfort zone can lead to growth and new opportunities.
Strategies for delivering a high-quality bookkeeping service.
How to handle personal transitions while running a business.


Work with us 
Come and join us in The Bookkeepers' Collective. Find out more at 6figurebookkeeper.thinkific.com


Disclaimer:
The content in this podcast is for informational purposes only and is not intended to be advice. Always seek professional guidance before taking action based on the content. The 6 Figure Bookkeeper Ltd disclaims all liability for reliance on this podcast's information.

Episode 296: How Pushing My Comfort Zone Grew My Bookkeeping Practice with Kate Powell

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman sit down with executive coach Nick Robinson to explore managing difficult relationships in business. With a background in finance and over 25 years as a coach, Nick shares insights on understanding different personalities, setting boundaries, and handling challenging interactions with clients and team members. He discusses how bookkeepers and small business owners can navigate tough situations by building empathy, self-awareness, and clear boundaries. Nick also introduces concepts from his book, The Nine Types of Difficult People, giving listeners practical tools to maintain healthy professional relationships.

What Listeners Will Learn:
Techniques for managing challenging client and team relationships
How to identify unconscious fears that drive behaviours
The importance of setting boundaries with clients to protect personal values
Ways to recognise and respond to different types of difficult personalities
Strategies to address imposter syndrome in high-stress situations

About Nick
Connect with Nick Robinson on LinkedIn: https://www.linkedin.com/in/nickrobinsoncoach/
Nick's book, The Nine Types of Difficult People, also has a dedicated microsite with additional resources.

Work with Us
Come and join us in The Bookkeepers' Collective. Find out more at 6figurebookkeeper.thinkific.com

About Our Sponsor:
This episode is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2.

Disclaimer
The information provided in this episode is for information purposes only and is not intended as professional advice. For specific advice related to your business needs, consult a professional. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from reliance on podcast content.

Episode 298: How to Manage Difficult Relationships in bookkeeping

In this episode, Zoe Whitman and Jo Wood chat with Amanda C Watts, founder of the Business Advisor Academy. They discuss how bookkeepers can expand into business advisory services, drawing on their skills to support client growth. Amanda clarifies the difference between financial advice and business advisory, shares steps for bookkeepers looking to introduce advisory services, and offers guidance on crafting a simple, world-class service. Amanda encourages listeners to value their expertise and build strong client relationships by holding space for meaningful conversations.

What Listeners Will Learn:
The difference between financial advice and business advisory
Why bookkeepers are suited to support client business growth
How to structure an effective advisory service for client needs
Key skills for business advisory: listening, empathy, and communication
The importance of simplifying service offerings for client clarity and business success
Practical ways to increase pricing confidence and client value perception

Connect with Amanda C Watts: Visit https://businessadvisoracademy.com to learn about her certification program or subscribe to the Business Advisor Podcast for weekly insights on advisory skills.

Join The Bookkeepers’ Collective: Access our training and resources for bookkeepers at https://6figurebookkeeper.com.

Follow The Bookkeepers’ Podcast: Subscribe for future episodes, and leave a review to help other bookkeepers find the show.

About Our Sponsor:
This episode of The Bookkeepers' Podcast is sponsored by Xero. Learn more about Xero’s Partner Programme at https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2.

Disclaimer:
The information in this episode is for informational purposes only and not intended as professional advice. The 6 Figure Bookkeeper Ltd disclaims all liability for actions taken based on this content. Always seek professional advice before acting on information discussed in the podcast.

Episode 299: How To Sell A Bookkeeping Advisory Service Mixdown

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Natalie Allen, an accountant from their community, to discuss her journey of building a successful bookkeeping practice. Natalie shares how she transitioned from working in her family’s business to pursuing qualifications to the corporate world and eventually becoming self-employed. She dives into the challenges of balancing family responsibilities, navigating licensing hurdles, and growing her client base post-COVID.

Natalie also highlights the value of offering comprehensive services, the importance of building confidence as a business owner, and how collaborating with other professionals has helped her expand her practice. She shares actionable tips on client engagement, pricing strategies, and the potential for advisory services to add value for her clients.

What Listeners Will Learn:
- How Natalie transitioned from employment to self-employment in bookkeeping.
- Navigating licensing challenges as an AAT and ACCA-qualified professional.
- Effective strategies for client acquisition, including leveraging referrals and social media.
- The importance of confidence in pricing and saying no to the wrong clients.
- How to position bookkeeping services as a comprehensive and ongoing partnership.
- The role of education and advisory services in client relationships.



Episode 301: Growing my Bookkeeping Practice with Natalie Allen

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman discuss the importance of taking a break from work and creating intentional boundaries during busy periods. As the festive season approaches, they share practical tips for balancing client expectations, family time, and personal wellbeing.

Jo and Zoe explore how being self-employed can blur the lines between work and leisure, making it easy to neglect downtime. They discuss ways to step away from work, such as setting clear boundaries, embracing creative activities, and managing the guilt that often accompanies taking a break.

Listeners will come away with advice to ensure they can recharge, stay present with loved ones, and plan for a better work-life balance in the future.



Episode 302: How to Take Time Out of Your Bookkeeping Practice

Discover how AI is reshaping the future of business and empowering innovation. Randall Randy Konsker shares insights on how entrepreneurs can harness AI to streamline operations, boost creativity, and lead with purpose in today’s fast-evolving tech landscape. Visit here: https://linktr.ee/randallrandykonskerus


Randall Randy Konsker Talks About AI and the Future of Entrepreneurship

Discover how social media is reshaping modern entrepreneurship as Randall Randy Konsker shares insights on building brands, connecting authentically, and driving business growth in today’s fast-paced digital landscape. A must-read for aspiring entrepreneurs. Visit here: https://www.soundbetter.com/profiles/661711-randall-randy-konsker


Randall Randy Konsker Talks About Social Media & Entrepreneurship

Discover time management insights for entrepreneurs from expert Randall Randy Konsker. Learn smart strategies to boost productivity, balance work and life, and achieve lasting success in your entrepreneurial journey. Visit here: https://randallrandykonskerus.medium.com/randall-randy-konsker-explains-smart-funding-for-entrepreneurs-in-2025-1be4ac11fd74


Randall Randy Konsker Talks About Time Management For Entrepreneurs

Discover insights on the future of business in the digital era as Eric Tippetts shares his vision for innovation, adaptability, and purpose-driven growth. In this podcast, Eric Tippetts explores how technology is shaping entrepreneurs and unlocking opportunities worldwide. Visit here: https://www.crunchbase.com/person/eric-tippetts-8448


Eric Tippetts Talks About The Future Of Entrepreneurship In Digital Age

In this episode, we dive into the world of startup success with Eric Tippetts, a visionary entrepreneur and thought leader. He reveals how technology is reshaping the future of business, helping startups compete globally, boost efficiency, and deliver powerful customer experiences. Visit here: https://erictippettsoffici.wixsite.com/erictippetts/


Eric Tippetts Talks About The Power Of Technology In Startup Success

Randall Randy Konsker is a driven entrepreneur shaping industries through innovation and visionary business leadership.

Our bookkeepers earn more. 
Come and join us in The Bookkeepers' Collective. Find out more at 6figurebookkeeper.thinkific.com

New tracks tagged #StartUpLife