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Welcome to the Strategic Bookkeeper

Transform from bookkeeper to Strategic Bookkeeper with The Strategic Bookkeeper Podcast. Start living your dream on your terms – subscribe today

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Let The System Do The Selling

Most bookkeepers don’t struggle with selling because they’re bad at it — they struggle because they don’t have a system. Selling doesn’t need to feel awkward, pushy, or personal. When the right structure is in place, the system does the heavy lifting — guiding prospects from enquiry to decision with ease. In this episode, the focus is on how to build a simple, repeatable selling system that works quietly in the background. One that converts without pressure, reduces price resistance, and creates consistency — regardless of who’s having the conversation. This is about replacing guesswork with process, and letting structure do what it does best.

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Creating & Curating The Customer Experience

One of the most overlooked drivers of a thriving practice isn’t pricing or marketing — it’s customer experience. This isn’t about jargon or fancy systems. It’s about the experience your clients have with you from the first interaction — and how that shapes whether they stay, pay, and refer. Customer experience is broken down in a clear, practical way, showing where things commonly fall down and how small, intentional changes can significantly improve retention and trust — without adding more to your workload.

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The Pink Elephant in the Room

Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she calls out the BIG shift happening right under your noses — the rise of advisory and AI — and why bookkeepers who lean in now will be the ones who thrive next. Here’s what you’ll walk away with: clarity on what advisory actually looks like in a real practice, how to use AI to increase your value, not your workload, practical ways to create more profit without taking on more clients the confidence to explore new opportunities without feeling overwhelmed. If you’ve been feeling the nudge toward more in your practice, this one will land. Hit PLAY now.

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Podcast Episodes

The Strategic Bookkeeper - EP144 - Let the system do the selling

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP143 - Creating & Curating the Customer Experience

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP142 - The Pink Elephant in the room

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP141 - Planning for 2026 (Part 2)

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP140 - Planning for 2026 (Part 1)

TSB - Jeannie Savage

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The Strategic Bookkeeper- EP139 - How to Turn Cashflow into Your Next Advisory Win with Colin Hewitt

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP138 - From Booked But Broken to Thriving: Julianna's Story

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP137 - The Hero's Journey with Marianne Davies

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP136 - Michelle Irwin's Story: A Growing Bookkeeper in the TSB Tribe

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP135 - My Story

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP134 - 10 Factors for Success

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP133 - The Bookkeeping Practice Blueprint Workshop

TSB - Jeannie Savage

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The Strategic Bookkeeper-EP132-How Strategic Bookkeepers Scale Profit, Time w/ Advisory & Automation

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP131 - What is your giving strategy? With Paul Dunn

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP130 - AI for Bookkeepers: Inside Intuit + Prompting Power

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP129 - Beth Kocol's Dubsado Secrets for Bookkeepers

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP128 - Clients Aren't Googling – They're ChatGPTing

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP127 - Content Snare Deep Dive: The Secret to Frictionless Client Comms

TSB - Jeannie Savage

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The Strategic Bookkeeper- EP126- xOnBoard Explored: The Software Bookkeepers Didn't Know They Needed

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP125 - From Zero to Hero with Lynda Hall

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP124 - Why AI Won't Fix Your Practice—But HI-Led AI Will

TSB - Jeannie Savage

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The Strategic Bookkeeper-EP123- 5 Essentials to Run a Bookkeeping Practice Lika a Well-Oiled Machine

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP122 - How to Automate Your Sales and Marketing with Kylie Gorzalka

TSB - Jeannie Savage

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The Strategic Bookkeeper- EP121 - How to Vibe with AI in Your Bookkeeping Practice with Arthur Zards

TSB - Jeannie Savage

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The Strategic Bookkeeper-EP120- What's Holding You Back? The Invisible Roadblocks to Practice Growth

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP119 - The 7 Foundations of a Profitable & Sustainable Practice

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP118 - The Busy Bookkeeper Reset

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP117 - From Day Job to Dream Practice with Tacarra Gainu

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP116 - Insurance Essentials Every Bookkeeper Should Know

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP115 - End-to-End AI: Elevate your Practice with Mark Wickersham

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP114 - Get Compliant and Stay Sane with Kelly Berger

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP113 - How to Use LinkedIn to Boost Sales with Janeen Vosper

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP112 - Brand Power: How to Create a Brand That Attracts Clients

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP111 - Onboarding for Success_ How We Set Our Team Up to Win

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP110 - Hiring Right My Exact Process for Recruiting Bookkeepers

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP109 - Mastering Your Practice’s Finances

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP108 - How to Build SOPs Without Overcomplicating Things

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP107 - Keeping Clients for Life: 5 Must-Know Strategies

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP106 - Five Ways to Increase Your Revenue

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP105 - Inside a 5-Figure Sale A tribe Member's Success Story (Part 2)

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP104 - Inside a 5-Figure Sale A tribe Member's Success Story (Part 1)

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP103- Celebrating 100 Episodes & How to move the needle in your practice

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP102 - Inside The Strategic Bookkeeper: Updates & Insights

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP101 - The Bookkeeping Practice BluePrint Summit

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP100 - Advisory, AP, and Automation: A Bookkeeper’s Guide

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP99 - The Aligned Life Reset

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP98 - Checklist to Success: Building Your Dream Bookkeeping Practice

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP97 - Start up Questions Answered

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP96 - Building Your Dream Tech Stack with Dext

TSB - Jeannie Savage

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The Strategic Bookkeeper - EP95 - Simplify, Scale, Succeed with Ignition

TSB - Jeannie Savage

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