The Strategic Bookkeeper Podcast

Some guests don’t just join the podcast — they redefine the conversation. And this week’s guest, Paul Dunn , does exactly that. 🙌 Paul has shaped the accounting world for decades. He’s a 4-time TEDx speaker, featured in Forbes with Richard Branson, and co-founder of B1G1 Business for Good — a movement that’s already created 380+ million giving impacts globally . 🌍 But here’s the part that matter...

🤔 Ever wonder why ChatGPT sometimes nails it… and other times completely misses the mark? The difference isn’t the tool — it’s the prompt. This week on The Strategic Bookkeeper Podcast, I sat down with Jared Brintz from Intuit (QuickBooks, TurboTax, Mailchimp & Credit Karma). Jared’s been deep in the AI space for years, and he’s built an 8-step prompting framework that takes the guesswork (an...

What if the messy, time-sucking parts of your practice — chasing clients, clunky onboarding, endless admin — could finally run smoothly? That’s what I dive into this week’s podcast with Beth Kocol , a systems + automation strategist who’s brilliant at turning chaos into calm. Yes, Beth uses Dubsado to make it all click — but here’s the thing: this isn’t about adding more tech. It’s about building...

💡 What’s the first thing you do before hiring someone? You check them out online. Well… your potential clients are doing the same — but now they’re not just Googling you, they’re asking AI. The reality is: AI now influences how credible, trustworthy, and approachable you appear to potential clients On this week’s The Strategic Bookkeeper Podcast , I chat with Glen Senior , CEO of Bizink, to give...

Ever feel like your clients are ghosting you… on purpose? 👻 You send the request. Wait… Follow up… Wait again… Eventually, they reply with 3 out of the 7 things you asked for 😵‍💫 Sound familiar? Here’s the thing: it’s not that your clients are difficult — they’re overwhelmed, confused, or just can’t find what you asked for. 👉 And that’s your opportunity. In this week’s episode of The Strategic...

For many bookkeepers, onboarding new clients feels messy, manual, and downright exhausting — especially when payroll is involved. But what if that chaos is quietly costing you more than just time? 🎙️ In this week’s episode of The Strategic Bookkeeper Podcast , I chat with Riley James, founder of xOnBoard , to unpack why messy onboarding is quietly draining your profit — and what to do about it. Fr...

💥 One year ago, Lynda Hall was just one month into her solo practice — overwhelmed, undercharging, and unsure how to build the business. 12 months later? She’s running a multi six-figure practice with real profit, a small mighty team, and a clear plan to keep growing. Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she sits down with Lynda to unpack the real story of he...

Most bookkeepers are being told to jump on the AI bandwagon — fast. But here’s the thing: AI isn’t a shortcut if you don’t know where you’re going. ⚠️ Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she gets real about what AI can actually do for your practice — and where most bookkeepers go wrong. 🎧 You’ll hear: 🧠 Why human intelligence still matters more than ever 🛠...

📉 Drowning in tasks but still not moving forward? Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she breaks down the 5 Essentials to Run Your Bookkeeping Practice Like a Well-Oiled Machine — so you can stop doing all the things and start working smarter. She’s sharing the exact moves that helped her go from stretched thin… to six-figure freedom with a lean, efficient t...

Kylie Gorzalka is a bookkeeper just like you — running a boutique practice, juggling all the hats… and looking for a better way to manage the chaos. So she built her own solution. As a BAS agent, TSB tribe member, and founder of Officiently, Kylie now helps bookkeepers streamline the messy back end of their practice — without breaking the bank or the soul of their brand. And in this week’s episode...

🚨 Only 8% of people are using AI effectively – are you one of them? Most bookkeepers and accountants are either dabbling, overwhelmed… or stuck in fear when it comes to AI. But this week on The Strategic Bookkeeper Podcast, Jeannie shares something that will change that.🔥 Join Jeannie as she sits down with Arthur Zards – founder of TEDxNaperville, Lab Z, and longtime tech entrepreneur – to help...

🚧 What if the biggest thing holding your practice back… wasn’t even visible? Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she unpacks 5 hidden roadblocks that keep hardworking bookkeepers overwhelmed, underpaid, and stuck. These are the exact saboteurs she has helped bookkeepers around the world break free from — and once you spot them, you can fix them fast. ✅ 🎧 L...

Are you building a business… or just keeping one afloat? There’s a difference — and it all comes down to what you’re building on . Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she shares the 7 Foundations that underpin every thriving, profitable bookkeeping practice she’s helped build — across Australia, New Zealand, the US, UK, and beyond. If you’ve been feeling over...

You’re working late, juggling clients, ticking boxes — but still not seeing the income, clarity, or freedom you dreamed of. 😩 This week’s episode of The Strategic Bookkeeper Podcast is your reset. Join Jeannie as she speaks directly to the busy-but-not-thriving bookkeeper — and unpacks what it really takes to shift from survival mode to success. Tune in to discover: 🔹 Why more effort doesn’t alw...

✨ She started with a 9 to 5, a baby on her hip — and a dream to build her own bookkeeping practice. In this week’s episode of The Strategic Bookkeeper Podcast , Jeannie chats with Tacarra Ganiu — full-time HR pro, new mum, and now founder of My Zen Bookkeeper , a boutique brand for wellness entrepreneurs. Tacarra joined the Transformation Program just a few months ago to launch her dream as a sid...

If you're offering advisory, offshoring work, or just doing more for your clients — it's time to double-check whether your PI and cyber insurance actually has you covered 🚨 In this week’s episode of The Strategic Bookkeeper Podcast , Jeannie chats with Karen McDonald from Accountancy Insurance Australia. Karen has supported thousands of professionals across Australia and New Zealand, and...

Think AI’s too hard, too techy, or “not for bookkeepers”? Think again. 🤖 In this week’s episode, Jeannie chats with one of the best in the business — Mark Wickersham — global pricing expert, best-selling author, and now, a total AI powerhouse. Join Jeannie and Mark as they dive into how bookkeepers can: ✅ Use ChatGPT to simplify advisory ✅ Build pricing that reflects your real value ✅ Systemis...

Feeling overwhelmed by all the new compliance changes? 😵‍💫 You’re not alone — and you don’t have to figure it out on your own. Join Jeannie in this week’s episode as she sits down with industry icon and multi-award-winning bookkeeper Kelly Berger, one of Australia’s most sought-after mentors for technical bookkeeping support 🤝💼 Kelly is the founder of Bookkeepers Support Australia, home to ove...

Sleeping on LinkedIn? It’s costing you 💸 Most bookkeepers are totally invisible on LinkedIn — and it’s hurting their leads, credibility, and cash flow. In this week’s episode of The Strategic Bookkeeper Podcast , Jeannie chats with LinkedIn legend Janeen Vosper to show you how to turn things around. No cringe. No cold DMs. Just smart, strategic moves to start landing your dream clients. Inside, w...

🎧 Special early drop for the long weekend! Let’s talk brand.  ❌ Not logos.  ❌ Not colour palettes.  ❌ Not Canva. Your real brand is what magnetically attracts dream clients — and lets you charge what you’re truly worth. Join Jeannie in this week’s podcast as she dives deep into Brand Power, and how you can build a brand that serves as your North Star ✨ 🎧 Tune in to discover: 🔹 How to create...

🔥 Struggling to build a team that actually works without you? Most bookkeepers hire help… then end up busier than ever . Sound familiar? In this episode of The Strategic Bookkeeper Podcast , Jeannie shares the onboarding process that transforms new hires into proactive, accountable team members — the kind who take ownership and propel your practice forward.🙌 This is more than onboarding — it’s t...

✨ You can’t build a dream business alone… and you shouldn’t try. That’s the hard truth most bookkeepers learn too late. 🎙️ In this brand new episode of The Strategic Bookkeeper podcast, I’m sharing exactly how I hire right—without wasting time, money, or energy. You’ll learn:  ✔️ The job ad formula that attracts top-tier talent ✔️ Why hiring isn’t just about saving time—it’s about building time w...

Could You Be Accidentally Sabotaging Your Practice’s Finances? In this powerful episode, Jeannie Savage reveals the financial mistakes bookkeepers make—without even realising it. 🎯 Hiring the wrong help 💸 Budget blowouts that quietly drain profits 📉 The broken business models no one talks about 📈 And the real path to a small-but-mighty, profitable practice You’ll walk away with clarity, confid...

If you’ve ever thought, “I need better systems” — or you’re gearing up to hire your first team member — this one’s for you. In this episode, I'm diving deep into Standard Operating Procedures (SOPs) —and how they can transform your practice from overwhelmed and reactive to calm, consistent, and scalable. 💡 You'll learn: ✔️ Why “promises kept” is the real reason to systemize ✔️ When to sta...

What if your clients stayed with you for the entire life of their business —or even beyond? 🤯 In this episode of The Strategic Bookkeeper Podcast , I’m revealing 5 powerful retention strategies to help you turn clients into lifelong partners. If you’ve ever wondered why some clients leave (even when they seem happy), this episode is for you! 💡 Here’s what we’re diving into: ✅ The hidden power o...