Episodios

  • Bookkeepers: Go To Business Partners??

    Bookkeepers: Go To Business Partners??
    May 23 2025
    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 ----------------------------------------------- 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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    33 m
  • Episode 322: Breast Feeding and Tax Returns

    Episode 322: Breast Feeding and Tax Returns
    May 21 2025
    In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman go behind the scenes of building bookkeeping businesses as new mums, sharing honest reflections on parenting, burnout, and self-employment. Recorded live at the Festival of Accounting and Bookkeeping, this TMI-style episode peels back the curtain on juggling VAT returns while breastfeeding, feelings of imposter syndrome despite having qualifications, and the emotional and physical toll of trying to “do it all”. Jo shares the early days of her career, including attending accountancy college around full time work, setting up her business, and losing her confidence after a difficult personal loss. Zoe talks about starting out without experience in practice and how lack of confidence led her to re-take qualifications she already had. This heartwarming, sometimes hilarious, and deeply relatable episode shows the reality of running a business around family life—and why prioritising yourself can lead to better outcomes for everyone. What Listeners Will Learn: The real challenges of growing a business while parenting young children How imposter syndrome shows up, even with multiple qualifications Why confidence is critical to marketing, pricing, and growth The benefits of subcontracting early on in your bookkeeping career How sharing your story and being honest can build deeper connections The importance of building a business around your values and ideal clients Signs of burnout and why putting yourself first helps everyone else too ----------------------------------------------- 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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    33 m
  • Episode 321: To Do Lists and Strip Clubs

    Episode 321: To Do Lists and Strip Clubs
    May 21 2025
    The Bookkeepers' Podcast: To Do Lists and Strip Clubs Live at the Festival of Accounting and Bookkeeping In this special live-recorded episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman take the stage at Day Two of the Festival of Accounting and Bookkeeping (FAB) to talk all things event planning, productivity, and how not to end up in a strip club. Sharing personal stories, hard-earned lessons, and plenty of laughs, Jo and Zoe offer their top tips for getting the most out of professional events — from travel logistics and mental load to safety, networking, and using events for marketing. Listeners are encouraged to think intentionally about what they want to achieve from attending an event, how to look after themselves while there, and how to follow up strategically when they get home. Whether you’re a seasoned conference-goer or prepping for your first industry event, this episode is packed with practical advice — and a few cautionary tales. 🎧 You Will Learn: How to prepare for a conference to reduce overwhelm and decision fatigue. Why treating yourself like your own butler can be a game changer. What to prioritise during an event: speakers, software demos, and networking. The power of writing “to-do’s” instead of just taking notes. How to use events to generate social media content and demonstrate credibility. Tips for staying safe and looking after your well-being while attending conferences. Why scheduling follow-up time post-event is essential for real ROI. ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. Find out about working with us at: 6figurebookkeeper.com ----------------------------------------------- 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.
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    27 m
  • Money Baggage and Glow-Ups

    Money Baggage and Glow-Ups
    May 21 2025
    This isn’t your typical episode of The Bookkeepers’ Podcast – we recorded it live in front of an audience at the Festival of Accounting and Bookkeeping… and got very real about money baggage, growing up, glow-ups, and the awkward stories that shape how we show up in business. If you've ever: ✅ Felt weird about charging what you're worth ✅ Made financial decisions based on fear or old beliefs ✅ Thought someone rich must be a drug dealer (yep, we said it 😅) ...you are absolutely going to feel seen in this episode. 🎙 In this episode: 👉 How childhood experiences shape our relationship with money 👉 The awkward money moments we’ve had as partners 👉 Why bookkeepers struggle to charge properly (hint: it’s not about pricing) 👉 Hilarious stories about bad earrings, frozen credit cards, and Target bags 👉 Why your money mindset may be silently holding you back 💥 We also share real listener stories of undercharging, overgiving, and finally finding the confidence to turn it all around. 💡 Resources We talked about a few tools, platforms, and brands in this episode—here’s a handy list so you can check them out for yourself. Some of these are affiliate links, which means if you decide to sign up, we might earn a small thank you (at no extra cost to you!). We only recommend things we genuinely use and love. 🧾 Software / Tools Mentioned Xero – Sponsor of The Bookkeepers' Podcast: https://xero5440.partnerlinks.io/6figurebookkeeper GoCardless – For direct debit and payment automation https://https://gocardless.com/?utm=6figurebookkeeper Stripe – For payment processing and fees https://stripe.com/gb?utm=6figurebookkeeper Apron – New expenses card for business https://eu1.hubs.ly/H0g1sgB0 Adfin – For payment automation https://www.adfin.com/?utm=6figurebookkeeper ✨ Want more support? Join us inside The Bookkeepers’ Bootcamp and get the confidence, community and strategies you need to grow a practice you LOVE. 👉 www.6figurebookkeeper.com/collective 🎥 Watch on YouTube & Subscribe! ----------------------------------------------- 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 m
  • Episode 319: How to Get Bookkeeping Work Experience

    Episode 319: How to Get Bookkeeping Work Experience
    Apr 23 2025
    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.
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    32 m
  • Episode 318: Hiring Without the Hassle: HR Tips for Bookkeepers

    Episode 318: Hiring Without the Hassle: HR Tips for Bookkeepers
    Apr 14 2025
    In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Nicola Roke, Founder and Director of Danton HR, a commercially-minded HR firm for SMEs. Nicola has recently expanded the business with training programmes, an Edinburgh franchise, and increasing the Danton team. Nicola has been running the family business for 7 years with her husband, Duncan, joining as Director to head the training arm. Nicola shares practical advice on how bookkeepers and small business owners can manage people with confidence. From getting contracts in place to building a great culture, Nicola takes the fear out of hiring and helps you avoid common HR pitfalls. We chat about: ✅ When it’s the right time to hire ✅ The first steps to take when you’re ready to build a team ✅ How to handle tricky conversations and staff issues ✅ HR essentials every small business needs to know ✅ How to create a great place to work as you grow your business If you’re ready to grow and want to get hiring right from day one, don’t miss this episode! 🔗 Connect with Nicola here:https://www.linkedin.com/in/nicolaroke/ 🙌 Connect with Jo and Zoe on Instagram @6figurebookkeeper 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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    38 m
  • Episode 317: Save Time, Get Organised and Scale Your Practice with TaxDome

    Episode 317: Save Time, Get Organised and Scale Your Practice with TaxDome
    Mar 28 2025
    In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Ilya Radzinsky, CPO and Founder of TaxDome, the all-in-one platform designed to help bookkeepers and accountants simplify, automate, and grow their practices. If you’re tired of juggling different software tools, chasing clients for paperwork, or feeling buried in admin, this conversation will show you a better way. Ilya shares how TaxDome brings everything together in one powerful platform—making it easier for bookkeepers to manage their workflow, get paid faster, and scale their businesses. We talk about: ✅ Why automation is key to growing a profitable bookkeeping business ✅ How to simplify client communication and document collection ✅ The must-have tools inside TaxDome for bookkeepers and accountants ✅ How to systemise your processes and save hours every week ✅ Why using an all-in-one platform can reduce overwhelm and increase profit Whether you’re just starting out or ready to scale, this episode is packed with practical advice on how to work smarter—not harder! 🔗 Book a free demo with TaxDome at https://taxdome.as.me/schedule/376f24e7 🙌 Connect with Jo and Zoe on Instagram @6figurebookkeeper Please note AI helped us to write these show notes. ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. Find out about working with us at: 6figurebookkeeper.com ----------------------------------------------- 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.
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    33 m
  • Episode 316: Mindset, Motivation and Making It Happen with Osmaan Sharif

    Episode 316: Mindset, Motivation and Making It Happen with Osmaan Sharif
    Mar 25 2025
    In this episode of The Bookkeepers' Podcast, Zoe Whitman is joined once again by Osmaan Sharif, business coach and mindset expert. If you’ve ever felt stuck in self-doubt or struggled to take the next big step in your business, this conversation is for you. Osmaan shares powerful strategies to help bookkeepers and accountants shift their mindset, overcome imposter syndrome, and build businesses they love. Expect practical tips and mindset hacks that will boost your confidence and help you take consistent action. We chat about: ✅ Why mindset is the key to business success ✅ How to overcome fear and self-doubt ✅ The habits successful bookkeepers use to stay motivated ✅ How to get clear on your goals and make them happen ✅ Practical ways to step into your CEO role with confidence If you’re ready to stop playing small and start believing in what’s possible, this episode will leave you feeling inspired and ready for action! Work with us: 💡 Join THE BOOKKEEPERS' COLLECTIVE for full access to: ✔ CPD Accredited Training on Practice Foundations & Business Growth ✔ Pricing & Passive Income Training ✔ Marketing & Personal Brand Training ✔ Sales & Client Attraction Strategies ✔ Expert Guidance on Legal, Insurance, Financial Planning & More ✔ 14+ Hours of Live Sessions Per Month 🔗 Sign up today: 6FIGUREBOOKKEEPER.THINKIFIC.COM About Our Sponsor This episode is sponsored by Xero. Find out more about their New Partner Programme: 🔗 https://xero5440.partnerlinks.io/6figure-offer Subscribe & Stay Connected 🔔 Follow The Bookkeepers’ Podcast for weekly episodes! ⭐ Leave a review to help more bookkeepers find us. 📲 Join the conversation in our free Facebook group: The 6 Figure Bookkeepers' Club 🎧 Listen on Spotify | Apple Podcasts | YouTube 👉 See you next week! 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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    37 m
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