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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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Access Podcast Here

Access Podcast Here

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