Welcome to the Strategic Bookkeeper
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The goal was never busy. It was choice. Income that feels good. Time that’s actually yours. Jeannie shares ten strategic ways to increase revenue and profit — without adding hours, clients, or pressure. These are practical levers inside the practice you already have, from pricing and conversion to efficiency and cost control. Some will confirm what’s working. One or two will quietly point to what matters next. And that’s usually enough.
If selling feels awkward or draining, clients are likely being asked to decide too soon. The issue usually isn’t capability. It’s a conversion process that skips a critical stage. Jeannie shares the three stages of client conversion — a simple structure that replaces rushed conversations with clarity and confidence. You’ll see how a paid file health check, a defined project stage, and intentional progress work shift price out of focus and create commitment without pressure. No chasing. No convincing. No discounting. Just a clear, professional process that supports confident decisions and sustainable client relationships.
Many highly skilled bookkeepers struggle to grow because of one thing: their business name. Join Jeannie in this episode of The Strategic Bookkeeper Podcast as she breaks down how to name (or rename) your bookkeeping practice so it actually does some of the heavy lifting for you— attracting the right clients, supporting premium pricing, and setting you up for a strong brand from day one. If you’re early in your journey, this will save you time, money, and second-guessing. If you’re established, it’ll give you clarity — and caution — before you change anything.
