

Customer Experience: The Real Reason Clients Stay, Pay and Refer
As 2025 comes to a close, it’s essential to take a step back and assess where your bookkeeping practice stands. Reflection is a key driver of growth, and by recognising both your successes and areas for improvement, you can build a clear, actionable roadmap for 2026. In this post, I’ll share my own reflections from 15 years in the industry, outline a simple planning framework, and help you define the key actions needed to create a thriving, balanced practice in the year ahead
3 days ago4 min read


Advisory and AI for Bookkeepers: The Future Starts Now
As 2025 comes to a close, it’s essential to take a step back and assess where your bookkeeping practice stands. Reflection is a key driver of growth, and by recognising both your successes and areas for improvement, you can build a clear, actionable roadmap for 2026. In this post, I’ll share my own reflections from 15 years in the industry, outline a simple planning framework, and help you define the key actions needed to create a thriving, balanced practice in the year ahead
Nov 214 min read


Plan for Success: Part Two – The Courage to Create the Life You Want
As 2025 comes to a close, it’s essential to take a step back and assess where your bookkeeping practice stands. Reflection is a key driver of growth, and by recognising both your successes and areas for improvement, you can build a clear, actionable roadmap for 2026. In this post, I’ll share my own reflections from 15 years in the industry, outline a simple planning framework, and help you define the key actions needed to create a thriving, balanced practice in the year ahead
Nov 134 min read


Planning for 2026: Reflect, Refocus, and Reignite Your Bookkeeping Practice
As 2025 comes to a close, it’s essential to take a step back and assess where your bookkeeping practice stands. Reflection is a key driver of growth, and by recognising both your successes and areas for improvement, you can build a clear, actionable roadmap for 2026. In this post, I’ll share my own reflections from 15 years in the industry, outline a simple planning framework, and help you define the key actions needed to create a thriving, balanced practice in the year ahead
Nov 74 min read


Cashflow Mastery: Transform Your Bookkeeping with Strategic Insights
Cashflow is the heartbeat of every business, yet many bookkeepers avoid advising on it. With tools like Float Cashflow Software, bookkeepers can confidently step into cashflow advisory. Float simplifies cashflow forecasting, allowing bookkeepers to offer real-time insights that help clients make smarter financial decisions. Embracing this service not only adds value to clients but also elevates a bookkeeper’s role from number-cruncher to trusted business partner.
Oct 315 min read


On the Horizon: How Julianna Transformed Her Bookkeeping Practice
When Julianna first joined The Strategic Bookkeeper Transformation Program, she was "booked but broken" — overwhelmed, underpaid, and stuck in the cycle of second-guessing her value. Fast forward to today, and she’s the founder of Horizon Accounts, a confident industry speaker, and a thriving business owner who’s transformed her bookkeeping practice by embracing her worth.
Julianna's story isn't about drastic change; it's about steady, intentional steps towards growth, clari
Oct 243 min read


From Booked but Broken to Thriving: Marianne’s Hero’s Journey
What if your bookkeeping practice could give you more income, more time, and more freedom? In this blog, Jeannie Savage reveals how the Bookkeeping Practice Blueprint Virtual Summit is designed to do exactly that. With expert speakers, real workshops, and a focus on both the strategy and the systems, this is your roadmap to a thriving, lifestyle-aligned business.
Oct 175 min read


The 7-Month Reset: How Michelle Transformed Her Bookkeeping Practice and Reclaimed Her Life
What if your bookkeeping practice could give you more income, more time, and more freedom? In this blog, Jeannie Savage reveals how the Bookkeeping Practice Blueprint Virtual Summit is designed to do exactly that. With expert speakers, real workshops, and a focus on both the strategy and the systems, this is your roadmap to a thriving, lifestyle-aligned business.
Oct 104 min read





