Selling is one of the biggest blocks bookkeepers struggle with. Not because they aren’t capable, but because selling feels uncomfortable. It feels personal. It feels like pressure. And for many bookkeepers, it triggers uncertainty about value and worth. But here’s the truth I want you to absorb deeply — you don’t need to be great at selling to grow a wildly successful bookkeeping practice .   You just need a system  that does the heavy lifting for you. In this episode, I walk you through exactly how I’ve built a conversion process that works every single time. It’s structured, repeatable and grounded in service. When you follow it, clients feel safe, understood and confident. That is what creates the yes. Selling Isn’t About Persuasion Many bookkeepers think selling is about convincing someone to work with you. It’s not. Selling is about clarity . Your clients don’t buy bookkeeping. They buy: peace of mind confidence trust the feeling that they’re in good hands That’s why your system needs to take prospects on a journey. It helps them understand who you are, how you work, what you stand for and why you are the right person to support them. When your process builds connection and confidence, the decision becomes easy for them. There’s no pressure. No forcing. Just alignment. The Needs Analysis: The Heart of the Sale My needs analysis is the anchor of the entire conversion experience. It creates structure, confidence and a seamless flow from enquiry to proposal. Bookkeepers often jump straight into quoting, but that’s a mistake. Quoting without connection and context is like prescribing medication without diagnosis. A proper needs analysis allows you to: understand the client’s goals uncover their challenges assess file health identify service needs position your value demonstrate care and professionalism This is where the emotional connection forms. Clients don’t want fast. They want thorough . They want to feel seen and supported. When you run a well-structured needs analysis, the selling part is already done. The Nine Steps That Do the Selling for You During the episode, I break down the nine elements I use in every conversion call. Together, they create a powerful, predictable experience that moves clients from uncertainty to yes. Here they are in simple form: Use their name  – it builds warmth and connection. Explain who you are and how you work  – specificity builds trust. Share your story and why you do this work  – humans connect to purpose. Introduce results-based marketing  – proof reassures clients. Highlight the benefits of working with you  – the big picture, not the tasks. Mention your selling points  – guarantees, care factors, your mission. Explain your proposal clearly  – don’t hide the price, own it confidently. State your capacity  – “We have the capacity to take you on” is powerful. Give a clear call to action  – “Would you like us to proceed?” These steps work because they feel genuine. They’re built on service, structure and emotional safety. That combination is what gets clients across the line. The $99 File Health Check One of the simplest and most effective tools I ever created is the $99 File Health Check . It serves three purposes: It positions you as a professional. It removes risk for the client. It gives you the data you need to quote accurately. It’s not about making money. It’s about building trust and ensuring you never underquote again. When a prospect completes a $99 file review, they’re already emotionally committed. They’ve taken a step with you. They’ve chosen you. That builds momentum toward the full engagement. It also protects you from walking blindly into messy files — something we’ve all done and all regretted. Let the System Support You, Not Stress You One of the most powerful mindset shifts you can make is this: The system sells, not you. When you follow a system: You feel calmer. You stay in control. You reduce emotional labour. You increase conversion. You lose the fear of “doing it wrong.” It also means every client gets the same exceptional experience, which builds retention, referrals and long-term stability. Your system doesn’t need to be complicated. It just needs to be consistent. The Psychology Behind the Yes Selling only feels hard when you make it about you. When you make it about the client, everything changes. Clients say yes because: they trust you they like you they believe you understand their business they feel safe handing over their books That psychological safety comes from structure. When a prospect knows: what will happen what the next step is how onboarding works what they’re paying why your price is your price what results they can expect They stop hesitating. They feel guided. They feel supported. They feel like they have finally found someone who “gets it” .That is the experience your system must deliver. Your Job Is Not to Sell — Your Job Is to Lead Bookkeepers often forget that clients come to you because they are overwhelmed. They’re tired. They’re stuck. They want clarity. Your role is to lead them. That leadership looks like: explaining your process clearly outlining your recommendations stating your price with confidence guiding them to the next step holding strong boundaries not apologising for your value Clients feel relieved when you take the lead. It helps them trust the decision they’re making. Remember — selling is service when done properly. Final Thoughts Building a successful bookkeeping practice isn’t about charisma or sales talent. It’s about having a structured process that builds trust naturally. When your system does the selling for you: You stop feeling awkward. You stop underpricing. You stop chasing clients. You start attracting the right people. You convert with ease and integrity. And most importantly, you create a seamless experience that feels great for you and transformational for your clients. The more consistent your system, the more consistent your success. With love and strategy, Jeannie Savage You can connect with me and other bookkeepers inside our free Facebook group , where we share tools and strategies. Join The Strategic Bookkeeper Facebook Group → #SmallBusinessSuccess #WomenInBusiness #OnlineEvent #BookkeepingCommunity #BookkeepersOfInstagram #StrategicBookkeeper #BookkeepingPractice #BookkeeperLife #AccountingProfessionals #PracticeManagement #ScaleYourPractice #WorkSmarterNotHarder #TimeWealth #BuildYourDreamBusiness #ProfitAndPurpose #BusinessFreedom

Customer experience is the heartbeat of a thriving bookkeeping practice. Not marketing, not pricing, not even referrals. It’s the experience your prospects and clients have from the moment they first interact with your business — long before they ever sign a proposal. In this episode of The Strategic Bookkeeper Podcast , I break down what customer experience really is, why it matters far more than most bookkeepers realise and how you can create and curate a world-class experience that attracts clients, converts them and keeps them for life. This is one of the most important skills you can master, and it’s much simpler than it sounds. What Customer Experience Really Means The first time I heard the term “customer experience,” I did what most people do — nodded politely and assumed it was another piece of marketing jargon. But it’s actually the simplest concept in the world. Customer experience is quite literally the experience a prospect or client has every time they interact with your business . That’s it. If someone visits your website, that’s customer experience. If they meet you at a networking event, that’s customer experience. If they enquire, onboard, or send you documents — all of that shapes how they feel about working with you. And here’s the kicker:  You already have a customer experience, whether you’ve created it intentionally or not. So the work isn’t about inventing something new. It’s about improving what already exists , one simple step at a time. Why Customer Experience Determines Your Success Customer experience directly affects: How many prospects actually enquire Whether they choose you How confidently they pay your fees Whether they stay Whether they refer Whether they become forever clients If a prospect lands on your website and feels confused or unsure, they won’t enquire. If they enquire and the follow-up is slow, they won’t trust you. If the onboarding is clunky, they’ll doubt your capability. This isn’t about perfection. It’s about confidence, clarity and consistency. I always say the beating heart of your bookkeeping practice is promises kept . When you consistently deliver (and overdeliver by 1%), clients trust you deeply and trust is the true currency of retention. Your customer experience is either building trust or eroding it. Seven Steps to Create and Curate a World-Class Customer Experience 1. Understand What Customer Experience Is You now know it’s the continuous feeling a prospect or client has when dealing with you. Awareness is step one — most bookkeepers don’t make it past this. 2. Review Your Current Experience You already have one. Walk through your process like a client would. Is your website clear? Can they find your contact details? Do you respond quickly? Awareness creates improvement. 3. Listen to Your Prospects and Clients Feedback is my fuel. If someone complains, they’re not attacking you — they’re giving you gold. A complaint simply means, “I didn’t get the experience I expected.” I literally send flowers to anyone who gives constructive criticism because it helps me improve. 4. Commit to Being Better Every Week Our team runs a “Better Every Week” meeting. You don’t need this formally — just adopt the mindset. If you improve 1% a week, you’re 50% better in a year. Tiny, consistent changes outperform perfection every time. 5. Become an Investigator Observe your own experiences as a consumer. Every store you shop at, every website you visit, every service you use — ask yourself: “How did this experience make me feel?” Then apply those lessons to your own business. 6. Focus on Customer Experience That Matters for Bookkeepers Not all industries require the same touch points. Bookkeepers need experiences that show confidence, capability and professionalism. This includes your website, needs analysis, onboarding and communication rhythm. 7. Know That Customer Experience Starts Before Money Changes Hands It doesn’t begin when a client signs a proposal. It begins: at a networking event on your website in your emails in the first handshake Everything communicates something. Real Examples You Can Apply Immediately Networking Events Your presence is part of your customer experience. Calm, prepared, warm, confident. When my son was little, I could barely get out the door — so I created a simple uniform with my logo so I always looked professional, even on chaotic mornings. Website Impressions A DIY-looking website undermines your capability instantly. Your website must say: “This is a confident, capable, professional bookkeeper.” Lightning-Fast Responses When someone enquires, get back to them immediately. In my practice, enquiries forward straight to my phone. People often say, “Wow, that was fast.” That moment alone makes them feel cared for and safe. Clear, Warm Onboarding When a client presses “Go,” they should never be left wondering what happens next. Send a simple email: “Thank you for choosing us. Here’s what to expect next…” Most bookkeepers skip this — and it costs them trust. Fix Catch-Up Work the Smart Way Don’t bombard clients with documents requests. Use a single shared Google Sheet, update it weekly, and follow up by phone. Clients appreciate the clarity and structure. These small tweaks create massive improvements in retention. Customer Experience Is a Rabbit Hole — the Good Kind Inside the Bookkeeping Practice Blueprint , customer experience sits alongside brand, pricing, financials and conversion. These pieces aren’t quick checkboxes — they’re rabbit holes you go down slowly , improving bit by bit. I’ve spent 16 years refining my practice through tiny improvements. Today, our retention is world-class. Not because I’m magic — because I committed to getting better every week. And that’s all you need to do too. Final Thoughts Customer experience is not fluff. It’s not corporate jargon. It’s the difference between a busy, stressful practice and a thriving one filled with forever clients. You now have a simple, practical seven-step plan to review, refine and elevate your customer experience. Start small. Improve something today. Then do it again next week. If you do that, your practice will grow organically, sustainably and powerfully — because people will feel good doing business with you. With love and strategy, Jeannie Savage You can connect with me and other bookkeepers inside our free Facebook group , where we share tools and strategies. Join The Strategic Bookkeeper Facebook Group → #SmallBusinessSuccess #WomenInBusiness #OnlineEvent #BookkeepingCommunity #BookkeepersOfInstagram #StrategicBookkeeper #BookkeepingPractice #BookkeeperLife #AccountingProfessionals #PracticeManagement #ScaleYourPractice #WorkSmarterNotHarder #TimeWealth #BuildYourDreamBusiness #ProfitAndPurpose #BusinessFreedom

Advisory is no longer optional. It’s the natural evolution of bookkeeping — and when you pair it with AI, you unlock a level of efficiency, clarity, and client value that traditional bookkeeping alone can’t deliver. In this episode of The Strategic Bookkeeper Podcast , I dive into how bookkeepers can build confidence with advisory, use AI as a genuine productivity partner, and step into a role clients desperately need — the strategic translator between numbers and decisions. This is your moment. The industry is changing faster than ever, and bookkeepers who combine advisory with AI will lead the next decade. Where Bookkeepers Get Stuck Let’s be honest — most bookkeepers know they should  be offering advisory, yet many freeze when it’s time to deliver it. It’s not a skills problem. It’s a confidence problem. You’re brilliant at the work. You understand numbers, patterns, cashflow, and the warning signs clients miss. But when you try to communicate insights, you second-guess yourself: Will they think I’m overstepping? What if I don’t explain it perfectly? Do I need a fancy forecasting tool to start? No. Advisory begins with what you already do — helping clients understand their numbers and make better decisions. It’s about insight, clarity, and conversation. AI simply makes that easier. AI Won’t Replace Bookkeepers — But Bookkeepers Who Use AI Will Replace Those Who Don’t I’ve been saying this for a long time: AI is not here to take your job. It’s here to take your tasks . AI is incredible at summarising, drafting, analysing, checking patterns, and preparing the “first sweep” of work that used to take hours. But it cannot: Build trust Read emotion Apply judgment Coach clients Lead strategic conversations AI has no empathy or intuition. That’s your superpower. Your value is in the interpretation — not the data entry. In my own business, AI has helped me work smarter without compromising quality. It speeds up admin, enhances communication, and makes advisory faster to deliver. But the magic still comes from HI — human intelligence. AI is the assistant. You are the advisor. How to Start Advisory Without Overthinking It Advisory doesn’t require a huge suite of services. It starts with one simple habit: talking about the numbers . Here’s how I teach bookkeepers to begin: Explain what the numbers mean , not what they are . Share one insight  in every client conversation. Ask one future-focused question , like “What’s coming up in the next quarter?” Recommend one action  that improves cashflow, clarity, or performance. That’s advisory. You don’t need a big offer. You need consistency and confidence. AI then becomes your support tool: summarising reports, pulling insights, creating plain-English explanations, or preparing talking points for client meetings. You still lead the conversation. AI just makes you faster. The Bridge Between Compliance and Advisory The future of bookkeeping is a blend of: Compliance Cashflow Process improvement Business performance insights Digital tools and systemisation AI-assisted productivity The transformation happens when you stop thinking of advisory as something “extra” and start seeing it as the natural extension of the work you already do. Clients are overwhelmed. They look at reports and feel lost. They want someone to help them connect the dots so they can sleep at night knowing their business is secure. That someone is you. And with AI, you can deliver clarity in a fraction of the time. Using AI as Your Advisory Co-Pilot Here are the smartest ways bookkeepers are using AI right now: 1. Drafting meeting notes and summaries  Upload reports or numbers, and AI can summarise key takeaways in plain English. 2. Preparing “first draft” insights  AI can highlight trends or risks, which you refine with your judgment. 3. Creating advisory templates  Scripts, checklists, agendas — all created once and used forever. 4. Building client education resources  Explaining profit vs cash, forecasting, tax obligations, and more. 5. Speeding up communication  Follow-up emails, reminders, explanations — drafted in seconds. AI is not the advisor. But it is the accelerator. Confidence Comes From Action Bookkeepers often wait until they feel “ready” to offer advisory. But readiness doesn’t come from thinking. It comes from doing. Your advisory muscle grows with every conversation. Start with one client. Then two. Then five. By the time you’ve delivered advisory in ten conversations, you’ll wonder why you ever doubted yourself. Inside The Strategic Bookkeeper Transformation Program , I teach the full advisory system — tools, talking points, onboarding, packaging, pricing, and delivery. But if you want to begin today, just start talking about the numbers with intention. Advisory is not a script. It’s a relationship. The New Value Equation The bookkeepers thriving today are the ones who understand this: Data + Systems + AI + Strategic Conversation = Extraordinary Client Value Clients care about three things: Clarity Confidence Cashflow That’s what you deliver with advisory. AI supports the clarity. Your systems support the consistency. Your insight supports the decisions. Your relationship supports the confidence. This is why advisory is the future, because it aligns perfectly with what modern clients expect from a trusted financial professional. Final Thoughts AI isn’t the threat. It’s the opportunity. Advisory isn’t complicated. It’s communication. You don’t need perfection or fancy dashboards to begin. You just need the courage to step into the value you already hold. Clients don’t need another report. They need a partner who helps them understand their business, make smarter choices, and move forward with certainty. That’s you. And when you pair your human intelligence with AI tools, your value doesn’t just increase — it becomes undeniable. Start today. One insight. One conversation. One step into the future of your practice. With love and strategy, Jeannie Savage You can connect with me and other bookkeepers inside our free Facebook group , where we share tools and strategies. Join The Strategic Bookkeeper Facebook Group → #SmallBusinessSuccess #WomenInBusiness #OnlineEvent #BookkeepingCommunity #BookkeepersOfInstagram #StrategicBookkeeper #BookkeepingPractice #BookkeeperLife #AccountingProfessionals #PracticeManagement #ScaleYourPractice #WorkSmarterNotHarder #TimeWealth #BuildYourDreamBusiness #ProfitAndPurpose #BusinessFreedom

Every successful bookkeeper I know has one thing in common — they plan. Not just once, but constantly. Because success doesn’t happen by accident. It’s intentional. It starts with clarity about where you are now, where you want to be, and the courage to take the first step. In this follow-up to Plan for Success Part One , I want to take you deeper into the real reason so many of us stay stuck in busy-but-broken cycles, and how a few simple shifts in mindset and action can completely change your direction. Why We Stay “Booked But Broken” Years ago, a dear friend came to me completely overwhelmed. She was an incredible businesswoman with a full roster of clients and a great reputation ,yet she was exhausted, underpaid, and constantly stressed. She was living what I call the booked-but-broken  life: full of activity but lacking fulfilment. We sat together on my sofa, and after she shared everything she was struggling with, I asked her one simple question: “What do you want?” She went silent. Then she said, “I don’t know.” And that’s when I realised , most of us are running so fast, trying to fix everything, that we forget to decide where we’re actually heading. If you don’t know where you want to go, how will you know when you get there? The Power of Reflection Before diving into systems, marketing, or pricing, we have to pause and reflect. Successful people do this regularly. They check in on their goals, their energy, their direction. So here’s your first step: stop doing and start thinking. Take a quiet moment to ask yourself: What’s working for me right now? What’s not? What do I truly want more of — time, profit, peace of mind? What am I missing that I used to love? You don’t need a complicated business plan. You need clarity. I often journal or use ChatGPT to “brain dump” my thoughts. Sometimes I write, sometimes I talk into my phone while driving. The goal is simple: get everything out of your head and onto paper (or screen) so you can see it clearly. When you create space to reflect, you reconnect with your purpose — and that purpose fuels progress. Designing Your Perfect Day Once you know where you stand, it’s time to imagine your ideal week . Ask yourself: How many hours do I really want to work? When do I feel most productive? What routines help me feel balanced — physically, mentally, and spiritually? For me, I love going to the gym. It grounds me. I also cook homemade meals every evening — that’s part of my version of a perfect day. Yours might include yoga, morning walks, or more time with your kids. This isn’t fluff. This is the foundation of sustainable success. When you design your business around your ideal life — not the other way around — everything changes. You stop being a slave to your to-do list and start living with intention. The Now–Future Analysis Here’s a simple exercise I do every year, and I recommend it to every bookkeeper I coach: Write down your “Now.”  What’s happening today — how do you feel about your workload, income, and balance? Describe your “Future.”  What does “done” look like for you? Picture your life when everything feels right. List the gaps.  What’s missing between the two? Identify one action  you can take this week to close the gap. Maybe you need to refine your pricing, build systems, or learn how to delegate. Maybe you need to say no more often. Whatever it is, write it down. Clarity is power. Inside The Strategic Bookkeeper Transformation Program , I teach a deeper version of this process — combining the Five Big Keys: Team, Education, Assets, Implementation, and Support.  These are the same keys that drive my own success and the success of hundreds of bookkeepers worldwide. Education: Your Shortcut to Progress When you feel stuck, don’t reinvent the wheel — learn from someone who’s been there. I’m constantly learning from mentors, reading books, and listening to podcasts. It’s what keeps me evolving as both a business owner and a person. If you’re growing your bookkeeping practice, everything you need is already available through my podcast episodes, my books, and my free online community. Start with these: Episodes 74–77  – Planning and pricing for success. Episode 125  – Lynda Hall’s $200K in her first year. Episode 137  – Marianne Davies’ transformation from booked-but-broken to thriving. Whether you’re just starting out, scaling up, or fixing a busy practice, the answers are there. Don’t try to do it alone. Use education as your leverage. The Creator vs. the Victim I want to leave you with a truth that changed my life: “You are not the victim of your circumstances — you are the creator of your life.” When things get hard, it’s easy to think life happens to  us. But the truth is, we have more power than we realise. Every decision we make, every thought we choose, shapes our reality. For me, the secret ingredient has been courage . Courage to back myself when others doubted me. Courage to make big financial decisions — like building wealth through property. Courage to lead, to teach, and to live authentically. Courage is what turns intention into action. It’s what separates dreamers from doers. So as you plan for success, remember: courage is your first domino. Once you find it, everything else — honesty, authenticity, kindness — follows naturally. Final Thoughts You don’t need a perfect plan. You need a plan that feels true to you. As you head into 2026, give yourself permission to slow down, reflect, and re-architect your business and life. The best version of your practice — and yourself — starts with clarity and courage. Because success isn’t about doing more. It’s about doing what matters. So take out your notebook, your phone, or your journal and ask “What do I really want?” Then write it down. That’s where transformation begins. You can connect with me and other bookkeepers inside our free Facebook group , where we share tools and strategies. Join The Strategic Bookkeeper Facebook Group → #BookkeepingSummit #VirtualSummit #SmallBusinessSuccess #WomenInBusiness #OnlineEvent #BookkeepingCommunity #BookkeepersOfInstagram #StrategicBookkeeper #BookkeepingPractice #BookkeeperLife #AccountingProfessionals #PracticeManagement #ScaleYourPractice #WorkSmarterNotHarder #TimeWealth #BuildYourDreamBusiness #ProfitAndPurpose #BusinessFreedom

When I think of true bookkeeping transformation , I think of quiet bookkeepers like Julianna. The ones who decide they want more — more balance , more confidence , and more meaning  in their work. Julianna’s journey is the epitome of this transformation. Her story isn’t about dramatic change. It's about the steady, intentional steps that lead to real, lasting success. More than two years ago, Julianna was booked but broken  — overworked, under-structured, and unsure of how to truly value her expertise . She was stuck in the cycle of doubt, pricing herself too low, and constantly second-guessing her value. But today, Julianna is the founder of Horizon Accounts , host of the Prosperity on the Horizon podcast , and a confident speaker at industry events. Her bookkeeping practice transformation  didn’t happen overnight, but through small, strategic decisions and a clear mindset shift. And she got there by learning to see her worth and speak it clearly. From Overwhelm to Clarity: A Bookkeeping Transformation Julianna had a full roster of clients when she joined The Strategic Bookkeeper Transformation Program . From the outside, her practice looked successful, but on the inside, she was exhausted. She felt trapped by hourly billing, unsure if her clients would accept a price increase. Then, she took a leap. Julianna raised her prices by 60%, and to her surprise, her clients didn’t hesitate. This bold step didn’t just raise her revenue — it raised her confidence . For the first time, she saw herself as a business owner, not just a bookkeeper. Finding Her Voice: Reframing Her Bookkeeping Services The real breakthrough came when Julianna redefined her brand . Instead of focusing on the technical aspects of bookkeeping, she shifted to speaking directly to her clients' outcomes — clarity , confidence , and control . Her proposals changed from lists of tasks to stories of transformation. One of the key assets in The Transformation Program, the Million Dollar Storybook Brochure , became a powerful tool for Julianna. It allowed her to position herself as a top-tier, strategic partner, not just a service provider. Her branding and messaging took a dramatic leap, and her clients responded. Stepping into Advisory Services Before joining the program, Julianna heard a lot about “moving into advisory services,” but didn’t believe it was for her. But she soon realised she was already doing it — offering insights into cashflow , budgeting , and growth strategy  without labeling it as advisory. The advisory module  in The Transformation Program gave her the confidence and tools to productise these services, market them clearly, and price them for maximum value. Now, she offers quarterly planning , cashflow forecasting , and KPI monitoring  for most of her clients. Advisory services  expanded her revenue, but more importantly, it expanded her role — from a bookkeeper to a strategic partner . Beyond the Horizon — Coaching, Confidence, and Contribution What I love about Julianna’s story is how it continues to evolve. As her practice grew, she saw a deeper need in her clients — a need for personal clarity, leadership advice, and mindset shifts. This insight led her to launch Beyond the Horizon Coaching , a service aimed at helping business owners navigate team management, pricing, leadership decisions, and boundaries. Julianna’s practice also donates a portion of its profits to charity, reflecting the values that define her work: integrity, contribution, and purpose. From Doubt to Authority: A Shift in Confidence When I asked Julianna about the biggest change since joining The Transformation Program, she didn’t mention money first. She talked about her voice  — the confidence to communicate clearly, the authority she now holds in client meetings, and her shift from a technician to a trusted bookkeeping advisor . Julianna no longer hides behind templates or second-guesses herself. She leads with authority, pricing with confidence, and driving conversations about outcomes and value. The fear she once felt? It’s been replaced by courage — and that courage comes from taking action consistently. Still Growing: The Journey Continues Julianna is still refining her systems, scaling her practice, and preparing to expand her team. But the difference now is that she’s in control. The profit is there. The purpose is clear. And the path ahead is wide open. Her story proves that bookkeeping transformation  isn’t about one big leap — it’s about steady, intentional steps. Julianna’s story is a reminder that the horizon isn’t a destination; it’s a direction. Next Steps: Get the Same Results as Julianna Ready to achieve the same clarity, profit, and freedom in your practice? The Strategic Bookkeeper Transformation Program is your next step. Join today and start your own journey to success! #BookkeepingSummit #VirtualSummit #SmallBusinessSuccess #WomenInBusiness #OnlineEvent #BookkeepingCommunity #BookkeepersOfInstagram #StrategicBookkeeper #BookkeepingPractice #BookkeeperLife #AccountingProfessionals #PracticeManagement #ScaleYourPractice #WorkSmarterNotHarder #TimeWealth #BuildYourDreamBusiness #ProfitAndPurpose #BusinessFreedom

Cashflow is the heartbeat of every business, yet it’s often an area that many bookkeepers shy away from advising on. But when approached with the right tools and systems, it can be one of the most impactful services a bookkeeper can offer. In a recent conversation with Colin Hewitt, founder of Float Cashflow Software , we discussed how bookkeepers can confidently step into cashflow advisory by leveraging simple technology and smart systems. Colin shared valuable insights on how tools like Float can simplify cashflow forecasting, allowing bookkeepers to provide real-time guidance that empowers clients to make smarter financial decisions. By embracing cashflow advisory, bookkeepers can not only add more value to their clients but also elevate their role from traditional number-cruncher to trusted business partner. Colin’s story is fascinating. He built Float not as a tech project, but out of frustration from running his own creative agency and struggling to forecast cashflow accurately. What started as a solution to his own problem has become one of the most trusted cashflow tools in the world — and a game-changer for bookkeepers ready to deliver real financial clarity to their clients. The Cashflow Struggles Every Business Owner Faces — And How Bookkeepers Can Help When I asked Colin why cashflow is such a challenge for business owners, his answer was simple: “People don’t see it coming until it’s too late.” So many small businesses operate reactively — checking the bank balance instead of managing forward visibility. That’s where bookkeepers come in. We have the numbers, the access, and the relationship. What we often lack is the system that turns raw data into insight. That’s the gap Float fills. Colin built Float to connect directly with cloud accounting software like Intuit QuickBooks , Xero , and FreeAgent , automatically pulling real-time data into clean, easy-to-read cashflow forecasts. No more spreadsheets. No more guesswork. He calls it “helping business owners sleep better at night.” I call it empowering bookkeepers to finally deliver the strategic value clients desperately need. Turning Data into Decisions Bookkeepers are perfectly positioned to help clients understand their cash position — but to do that effectively, we have to move from compliance to clarity.Colin explained that Float helps bookkeepers visualise  the future. Instead of drowning in transactions, you can show clients what their next 3, 6, or 12 months look like in real terms — what’s coming in, what’s going out, and when. The magic lies in what happens next: conversations. Once clients see their cashflow clearly, they start asking better questions — “What if I hire someone new?” “Can I afford to invest in equipment?” “What happens if I lose a major contract?” That’s where we step up as Strategic Bookkeepers. We move beyond reconciliation and into scenario planning — giving clients the ability to make informed decisions with confidence. It’s not about becoming a financial advisor; it’s about owning your role as the bridge between numbers and action. Why Cashflow Advisory Is the Future If you’ve been listening to my podcast or inside my Transformation Program , you know I’m passionate about helping bookkeepers evolve into trusted business partners. Cashflow advisory is one of the simplest and most powerful ways to make that shift. It ’s tangible, repeatable, and deeply valued by clients. When you help a business avoid running out of cash, you don’t just save them money — you save them stress, relationships, and sometimes their entire livelihood. Colin and I agreed that this kind of work is the natural next step for modern bookkeepers. With AI automating more data entry and compliance, it’s our human insight — interpreting and communicating financial information — that drives long-term success. Cashflow advisory perfectly fits that model. It’s recurring, it’s scalable, and it’s relationship-based. Making Cashflow Advisory Scalable One thing I love about Float is how it makes advisory practical . Colin designed it so bookkeepers can manage multiple clients efficiently. You can set up recurring cashflow forecasts, customise scenarios for each business, and even schedule monthly or quarterly review meetings based on live data. That means you can deliver premium advisory work without spending hours in spreadsheets. I’ve seen bookkeepers inside The Strategic Bookkeeper Transformation Program  build entire service tiers around cashflow. They offer it as part of their monthly advisory packages, creating predictable recurring revenue while delivering incredible value to clients. Colin emphasised that you don’t need to be a financial analyst to do this. The key is structure. Use Float’s templates, interpret what you see, and frame it in plain English for clients. That’s what clients pay for — understanding , not accounting jargon. Confidence Through Conversations Many bookkeepers tell me they hesitate to talk about cashflow because they don’t want to “sound like an accountant.” I get that. But advisory isn’t about giving tax advice — it’s about facilitating clarity. Colin shared how bookkeepers who start with small steps, like walking clients through a three-month cashflow forecast, quickly gain confidence. Clients love it. They feel empowered, and that creates loyalty. Once you start having those conversations, something shifts. You stop being “the bookkeeper who reconciles the accounts” and become “the advisor who helps me understand my business.” That’s when your perceived value — and your pricing power — skyrockets. My Takeaway from Talking with Colin Talking with Colin reminded me how aligned Float’s mission is with what I teach inside The Strategic Bookkeeper Transformation Program . It ’s all about helping bookkeepers deliver more value with less stress — using systems, education, and support to move from survival to strategy. Float isn’t just a software tool. It’s a catalyst for transformation. It helps you step confidently into advisory, communicate your worth, and elevate the way you serve clients. If you’ve been looking for a way to introduce advisory into your practice, start here. Cashflow forecasting is simple, actionable, and incredibly impactful. You already have the data — you just need the structure to turn it into insight. Final Thoughts Bookkeepers are the unsung heroes of small business. We see the patterns, the pitfalls, and the potential — often before anyone else. By embracing tools like Float and adding cashflow advisory to your offering, you can make a real difference in your clients’ lives and in your own business. As Colin said so well, “Cashflow is the truth. Everything else is noise.” When you help clients understand that truth — clearly, confidently, and consistently — you stop being just another bookkeeper. You become indispensable. Want More Cashflow Insights and Strategies? If this post got you thinking about how you can integrate cashflow advisory into your practice, you're not alone! In our Facebook group , we’re discussing this and so much more. Join us today  to connect with other strategic bookkeepers, share tips, ask questions, and access exclusive resources designed to help you confidently advise your clients on cashflow and grow your practice. Join The Strategic Bookkeeper Facebook Group → #BookkeepingSummit #VirtualSummit #SmallBusinessSuccess #WomenInBusiness #OnlineEvent #BookkeepingCommunity #BookkeepersOfInstagram #StrategicBookkeeper #BookkeepingPractice #BookkeeperLife #AccountingProfessionals #PracticeManagement #ScaleYourPractice #WorkSmarterNotHarder #TimeWealth #BuildYourDreamBusiness #ProfitAndPurpose #BusinessFreedom

As the year wraps up, it’s the perfect time to pause and reflect on what’s worked, what hasn’t, and what you truly want your life and bookkeeping practice to look like in 2026. Reflection is powerful when it’s honest and fresh, not polished or perfect. So in this post, I’ll walk you through my own reflections, then help you build your own simple plan for success next year. My Own Reflection I’ve had my bookkeeping practice for over 15 years — actually heading into year 16. These days, I don’t spend much time working in  it because it runs beautifully without me. That freedom has allowed me to focus on The Strategic Bookkeeper , which is absolutely my life’s work. Like many of you, my journey hasn’t been linear. I’ve been a single mum to a special-needs child, rebuilt after a marriage that didn’t work out, and learned that financial independence isn’t just about money — it’s about having time and choice. So when I reflect on 2025, I feel grateful that my practice continues to tick along even when life throws curveballs. That stability comes down to one thing: The Bookkeeping Practice Blueprint  and the Five Big Keys . They’re simple, but they work. Checking In with Yourself Now it’s your turn. How has your year been? Has your practice run smoothly without you? Are you earning what you want? Are you working the hours that suit your life? Maybe you’re like my right hand, Jo, who runs my practice. She’s had a tough year health-wise, yet the business has kept moving because the systems are strong. Or maybe you’re like Marianne , a bookkeeper I interviewed recently on my podcast, who’s gone from working weekends and long hours to taking holidays and spending quality time with family. And if you’re like me this year — working more than you’d prefer — that’s okay too. It’s all part of the journey. The important thing is recognising it so you can plan for change. Celebrate What’s Working We bookkeepers tend to be perfectionists — detail-oriented, high-achieving, and sometimes our own harshest critics. But progress doesn’t come from focusing on what’s missing. Celebrate what is  working. Maybe you gained a new client, improved a process, or invested in your education. Maybe you just kept going when things felt hard. That counts. This year, I finally achieved a decade-long dream — I’m about to head off on a big lap around Australia in a motorhome with my partner. We’ll be working from the road, and it feels surreal to say that out loud. So what have you  achieved? Write it down. Acknowledge it. Because gratitude fuels growth. Building Your 2026 Plan Once you’ve reflected, it’s time to plan — but keep it simple. I call this the Napkin Plan . It’s the kind of plan you could literally sketch on the back of a napkin. Think of one of my coaching clients — we’ll call him Adam. He’s a successful trade-based entrepreneur. When we worked together recently, he arrived with a five-year plan drawn out on a single page: Build $10 million in assets (mostly property and business value). Grow his business to $11 million in annual turnover. Maintain 20% net profit. Nothing fancy, just clarity. That’s what I want for you. Your Own Napkin Plan Here’s how to create your version: Reflect first  – look at what’s worked and what hasn’t this year. Set a five-year vision  – where do you want to be? Maybe it’s earning $200k, taking Fridays off, or owning an investment property. Work backwards  – what needs to happen in 2026 to get you there? Set simple revenue and lifestyle goals  – how much do you want to earn? How many hours do you want to work? Keep it visual  – jot it on one page. Scribbles are fine. Just get it out of your head and onto paper. Real-World Numbers Let’s use Lynda's story (one of the beautiful Tribe members in my progam) as a benchmark. As a solo bookkeeper, she hit $200,000 in revenue in her first year — with high profitability — by selling advisory from the start. That’s absolutely achievable if you apply the Blueprint and focus on value over volume. If you’ve got a small team, remember this ratio: 66% gross profit target 33% maximum for cost of sales (team and software) Minimal overheads Those numbers will help you build a sustainable, scalable practice that gives you freedom — not burnout. Bringing It All Together So, here’s your action list: Reflect on 2025 — how do you feel about your business and life? Celebrate your wins — big and small. Create your one-page napkin plan — focus on revenue, time, and lifestyle. Re-listen to the episodes mentioned and use the Blueprint to guide your next steps. In my next episode, I’ll go deeper into the Five Big Keys  and show you how to turn this plan into consistent action. But for now, keep it simple and intentional. Final Thoughts Your life and business are intertwined — and both deserve care. It’s okay to have ups and downs. What matters is that you keep moving forward with clarity. You don’t need a perfect plan. You just need a plan . So grab a pen, pour a coffee, and map out your 2026 — on a napkin if you have to. You’ve got this. #BookkeepingSummit #VirtualSummit #SmallBusinessSuccess #WomenInBusiness #OnlineEvent #BookkeepingCommunity #BookkeepersOfInstagram #StrategicBookkeeper #BookkeepingPractice #BookkeeperLife #AccountingProfessionals #PracticeManagement #ScaleYourPractice #WorkSmarterNotHarder #TimeWealth #BuildYourDreamBusiness #ProfitAndPurpose #BusinessFreedom

The Hard Truth: My First Five Years Were My "F-Up" Years Let’s be real. My first five years in practice were a mess. I was technically competent, I could land new clients, and I even built a small team. But I was also overworked, underpaid, and operating without a strategy. I thought I was building a business, but I was merely spinning my wheels. If you’re a bookkeeper or accountant anywhere in the world—whether you’re just starting out, growing, or already booked but feeling broken—this post is for you. I want to show you what I’ve learned, what I got wrong, what I nailed, and how you can fast-track your own journey by avoiding the chaos I walked through for far too long. Because if you’re going to build the business (and life) of your dreams, you need more than just skill—you need a strategy. The Hard Truth: My First 5 Years Were My “F-Up” Years Let’s be honest. My first five years in practice were a mess. I was technically skilled, I could win new clients, and I even hired a small team. But I was also overworked, underpaid, and deeply unstrategic. I thought I was growing a business, but I was actually just spinning my wheels. Here’s what I got wrong: I thought technical skills and client acquisition were enough. I charged by the hour instead of productising my services. I grew without a clear financial model—my cost of sales was nearly 50%, and gross profit wasn’t where it needed to be. I lacked real leadership systems, so I ended up managing staff reactively and often at the cost of my health. What I didn’t know then was that I was falling into the same trap 9 out of 10 bookkeepers fall into—stuck in the Booked But Broken zone. Busy, but not profitable. Working hard, but not scaling. Sound familiar? From Busy and Broken to Scaled and Strategic It wasn’t until year six that I finally figured it out. I restructured my pricing model, stopped trading time for money, and built a practice that worked for me—not the other way around. In one pivotal moment, I overhauled my pricing strategy and doubled my net profit in less than 48 hours. From there, I scaled to a consistent six-figure take-home pay with just a part-time team. And that shift didn’t just save my business—it saved me. You see, at that time, I was going through a divorce. I was raising a special needs child, and I was really, really sick. I was on cortisone, antibiotics, and running on fumes. So when I talk about “dreaming on your terms,” I’m not being cute—I mean survival. I mean the difference between barely hanging on and showing up as your best self for the people you love. That’s what scaling gave me. And that’s what I want for you. The 4 Bookkeeper Archetypes: Where Are You? As I began coaching and working with bookkeepers around the world, I noticed the same patterns showing up again and again. That’s when I developed what I call the Bookkeeper Archetypes—a simple but powerful way to diagnose where you are in your journey and what you need to focus on next. Here they are: Start-Up – You’re new, no clients yet, and dreaming big. Growing – You’ve got clients, but your pipeline isn’t full and some key foundations are missing. Booked But Broken (BBB) – You’re fully booked but overworked, underpaid, and overwhelmed. Scaling – You’ve got a six-figure take-home pay, time off, and a business that runs without you. Most bookkeepers fall into the growing or booked but broken stage. And most of them stay there. Why? Because they don’t realise that scaling isn’t just about getting more clients. It’s about building better systems, getting your product and pricing model right, and becoming a confident, capable professional. Most bookkeepers fall into the growing  or booked but broken  stage. And most of them stay  there. Why? Because they don’t realise that scaling isn’t just about getting more clients. It’s about building better systems, getting your product and pricing model right, and becoming a confident, capable professional. Growth vs Scaling: Stop Confusing the Two One of the biggest mistakes I see (and made myself) is confusing growth with scaling. Growth can actually break your business if it’s not done right. Here’s the difference: Growth  = More clients, more work, more hours. Scaling  = More income, without more work. If you're growing without fixing the broken stuff underneath—your pricing, your delivery model, your leadership systems—you’re just building a busier version of burnout. That’s not the dream. So if you’re in the growing or BBB stage, the goal is to shift gears: fix what’s broken and build a business model that gives you both profit and peace. What Got Me There (and Can Get You There Too) The turning point wasn’t just about working harder—it was about working smarter. Here’s what actually moved the needle: A clear blueprint  – I stopped guessing and started building with structure. That’s why I created The Bookkeeping Practice Blueprint—to give others what I never had. Better pricing  – I stopped charging hourly and began productising my services, stacking value, and charging what I was worth. Building a team  – I created leadership systems so I wasn’t micromanaging or doing everything myself. Mindset shifts  – I started putting myself first—not last. Because if you burn out, your business breaks. Strategic support  – I invested in education, joined a network, and surrounded myself with people who had already done what I wanted to do. That’s what I now teach inside The Strategic Bookkeeper Transformation Program—a proven path to go from chaos to confidence and finally build your business and your life on your terms. Final Word: You Can Absolutely Do This I’ve been where you are. I’ve made the mistakes. I’ve sat in tears wondering if it’s all worth it. And I can tell you—it is. But only if you choose to build it strategically. Only if you stop winging it and start working with a blueprint. Only if you stop thinking “I just need more clients” and instead ask, “How do I scale sustainably?” If you want to go deeper, you can check out my books (The Strategic Bookkeeper and The Bookkeeping Practice Blueprint) or join me in our upcoming free 5-part series, The Blueprint Path. It’s designed to help you start, grow, fix, and scale the right way—without the burnout. Because you deserve a thriving practice with delighted clients, and the income and lifestyle that works for you. Let’s make that your reality. Ready to Create the Same Results as I Did? If you’re ready to create the same clarity, profit, and freedom in your own practice, The Blueprint Path Workshop  is where to start. It’s a 5-part live series kicking off on Monday, 3 November 2025, where I’ll guide you through the same framework that helped me—and Michelle—rebuild our practices into ones that truly support our lives. 🔗 Register for The Blueprint Path Workshop Reading this after 3 November 2025? Don’t worry—you can still connect with me and other bookkeepers inside our free Facebook community, where we share tools, strategies, and success stories every week. [ Join The Strategic Bookkeeper Facebook Group → ] #BookkeepingSummit #VirtualSummit #SmallBusinessSuccess #WomenInBusiness #OnlineEvent #BookkeepingCommunity #BookkeepersOfInstagram #StrategicBookkeeper #BookkeepingPractice #BookkeeperLife #AccountingProfessionals #PracticeManagement #ScaleYourPractice #WorkSmarterNotHarder #TimeWealth #BuildYourDreamBusiness #ProfitAndPurpose #BusinessFreedom

Every bookkeeper has a story. But few are as inspiring — or as relatable — as Marianne Davies’ journey from burnout to breakthrough. Her story is proof that it’s never too late to rebuild your business on your terms — and thrive doing what you love. Booked, But Broken When Marianne first reached out to me, she was what I call “ booked but broken .” On paper, her bookkeeping practice  was full — she had clients, steady work, and a strong reputation. But behind the scenes, she was exhausted . Like so many bookkeepers, she was overworked , undercharging, and constantly firefighting client issues. There was no time for strategy , rest , or growth . She had started losing her passion. Although she loved her clients, her bookkeeping business  was unsustainable. She was busy, but not fulfilled — a reality many bookkeepers face. You may have a thriving client list and still feel trapped, reacting to everyone else’s needs, trying to keep all the plates spinning. What Marianne needed wasn’t more clients — it was clarity , structure , and confidence . The Moment Everything Changed Joining The Strategic Bookkeeper Transformation Program  was both exciting and terrifying for Marianne. After two decades of doing things one way, the idea of changing her systems , pricing , and processes  felt monumental, but she decided to back herself. That’s when everything started to click. She realised she didn’t have to do everything alone. She could build systems, delegate effectively, and create a practice that served her — instead of draining her. And as she began to implement the Five Big Keys — Team, Education, Assets, Implementation, and Support  — her business transformed. Pricing with Confidence One of the most powerful shifts Marianne experienced was around pricing. Like many bookkeepers, she’d been undercharging for years, afraid that raising her prices would drive clients away. But after learning how to communicate her value , not just her tasks , she finally found the confidence to charge what her expertise deserved. She stopped selling bookkeeping as a commodity and started positioning herself as a Strategic Bookkeeper — a trusted advisor helping clients understand their numbers, improve cash flow, and grow stronger businesses. The result? Clients didn’t leave. They respected her more. And her profitability skyrocketed. I often say that premium pricing isn’t about greed — it’s about alignment. It’s about creating a win-win relationship where both you and your clients get what you truly deserve. Marianne is living proof of that. Building Systems for Freedom Once Marianne had clarity on her services and pricing, she turned her attention to systems — the backbone of every successful practice. We worked together to implement streamlined workflows using tools. She built templates, automated her onboarding process, and established consistent communication standards across her clients. Those systems gave her something she hadn’t felt in years — freedom. With these systems in place, she could finally step away from the daily grind and focus on strategy , leadership , and the bigger picture. Stepping Into Leadership As her practice grew stronger, Marianne built a small but mighty team. She embraced her role as a leader — something she once thought she wasn’t “ready” for. Through the program’s implementation coaching, she learned how to delegate effectively, set boundaries, and communicate expectations clearly. Leadership doesn’t come naturally to everyone. But it’s a skill and like all skills, it can be learned. Marianne proved that by stepping into leadership with courage and purpose. Through the program’s implementation coaching, she learned how to delegate effectively, set boundaries, and communicate expectations clearly. Leadership doesn’t come naturally to everyone, but it’s a skill that can be learned. Marianne proved that by stepping into leadership with courage and purpose. From Overwhelmed to Empowered When I asked Marianne about her biggest transformation, she didn’t hesitate: “Confidence.” She said, “I finally feel like a real business owner. I’m not just keeping things afloat anymore. I’m building something sustainable and exciting.” That shift from overwhelmed to empowered is what I love most about her story. It’s not just about systems and pricing — it’s about identity. It’s about becoming the kind of leader who runs a business with intention, not obligation. Marianne’s energy has completely changed. She’s confident, focused, and genuinely excited about the future. She’s gone from feeling stuck to feeling unstoppable. That shift from overwhelmed to empowered is what I love most about her story. It’s not just about systems and pricing — it’s about identity. It’s about becoming the kind of leader who runs a business with intention, not obligation. Marianne’s energy has completely changed. She’s confident, focused, and genuinely excited about the future. She’s gone from feeling stuck to feeling unstoppable. Lessons for Every Bookkeeper Marianne’s journey holds lessons for every bookkeeper — no matter where you are in your business: You don’t need more clients — you need better structure. Your confidence will grow when your systems do. Raising your prices won’t lose clients — it will attract better ones. You can’t scale chaos.  Start with systems and support. You deserve a business that gives you time, profit, and peace. If you’re stuck in the “busy but broke” cycle, it’s not because you’re failing — it’s because you’re ready to evolve. That’s what Marianne did. She stopped waiting for the “right time” and took action. My Reflection: A Blueprint for Success I’ve been helping bookkeepers transform their businesses for over 15 years, but stories like Marianne’s still move me. She represents what’s possible when you combine determination  with the right framework. The truth is, you don’t need to start from scratch. You just need the blueprint  — the structure that helps you move from overwhelm to clarity, from chaos to control, from “booked but broken” to thriving . Marianne’s success isn’t luck. It’s the result of systems , strategy , and self-belief  — all built one step at a time. Her journey is a reminder that being “booked” doesn’t always mean being successful. True success comes when your business gives you profit , purpose , and peace  — not exhaustion. You don’t have to struggle alone or settle for survival. The path to thriving is clear — and it starts with believing that you deserve better. Marianne believed it. She took the leap. And now she’s living proof that with the right mindset  and support, you can build the business and life of your dreams. Next Steps: Get the Same Results as Marianne If you’re ready to create the same clarity, profit, and freedom in your own practice, The Blueprint Path Workshop  is where to start. It’s a 5-part live series kicking off on Monday, 3 November 2025 , where I’ll guide you through the same framework that helped Marianne rebuild her practice — one that supports her life, not the other way around. Register for The Blueprint Path Workshop → Reading this after 3 November 2025? Don’t worry — you can still connect with me and other bookkeepers inside our free Facebook group , where we share tools, strategies, and stories like Marianne’s every week. Join The Strategic Bookkeeper Facebook Group → #BookkeepingSummit #VirtualSummit #SmallBusinessSuccess #WomenInBusiness #OnlineEvent #BookkeepingCommunity #BookkeepersOfInstagram #StrategicBookkeeper #BookkeepingPractice #BookkeeperLife #AccountingProfessionals #PracticeManagement #ScaleYourPractice #WorkSmarterNotHarder #TimeWealth #BuildYourDreamBusiness #ProfitAndPurpose #BusinessFreedom

Starting a business is never easy — but what about starting fresh after 20 years in the game? That takes real courage. Michelle did just that, walking away from the chaos of her old practice to rebuild from the ground up — and she did it on her terms Seven months later, Michelle has more than just a thriving practice. She has momentum, clarity, better pricing, stronger systems  and her weekends back. This is her story. And it’s packed with lessons every bookkeeper and accountant can use, especially if you're craving a reset, a reframe, or a roadmap to a more profitable, sustainable practice. Stability First: Why Michelle Didn’t Rush the Glow-Up When Michelle took over her new practice, she didn’t rush to rebrand or throw out the old ways. Instead, she focused on one thing: stabilising. Showing up for clients, streamlining operations, and setting a solid foundation without the pressure of doing it all at once. That first 90 days was all about “don’t break anything.” Michelle understood something most bookkeepers miss: when you take over a practice (or reset your own), the smartest move is to stabilise before you scale. It’s about earning the right to grow, not chasing growth at any cost. Lesson:  Don’t try to fix everything overnight. Stabilise first. Your future self will thank you. Getting Paid What You're Worth: Michelle’s Pricing Pivot Like many bookkeepers, Michelle had been undercharging for years. But with a fresh start in her new practice, she finally saw a chance to change the game Rather than honouring old pricing that didn’t serve her, she took a strategic approach. She didn’t immediately hike rates for every existing client  but she did anchor new client quotes to her new value-driven pricing model. She also implemented proposal software to professionalise and streamline the quoting process  and made sure to include premium options and advisory where appropriate. This gave her clients clarity and gave her confidence. Michelle stopped doing one-off jobs, too. No more quoting piecemeal work that drained her time and added chaos to the calendar. She learned to say no -  kindly, but firmly. Lesson:  Premium pricing is not about greed , it’s about alignment. Align what you charge with what you deliver, and you’ll unlock profit without burnout. Systemising for Sanity: How Michelle Took Back Her Time One of Michelle’s biggest wins? Building systems that worked for her. She streamlined her onboarding, cut back on scope creep, and embraced the tools inside the Strategic Bookkeeper Program — all of which gave her back precious time. She also began working “on” the business, not just in it. That shift — carving out time for strategy, rather than firefighting — helped her regain her energy and focus. Most importantly, she built her weeks around her life. Fridays became her sacred space. That boundary alone gave her time to think, plan, and rest. Lesson:  You don’t need a massive team to run a better business. You need smart systems — and the courage to use them consistently. Mindset Matters: From Overwhelm to Ownership Michelle’s transformation isn’t just about strategy — it’s about mindset. She admitted feeling overwhelmed at first. Like many bookkeepers, she carried years of habits of people-pleasing, perfectionism, overdelivering, undercharging. But with the right support, she started to unravel those patterns. Inside the Strategic Bookkeeper Program, Michelle embraced the power of community. She found herself surrounded by like-minded women , bookkeepers who were kind, capable, and strategic. That tribe gave her the validation and accountability to keep going when things felt heavy. By month four, she noticed the shift. She started thinking like a business owner , not just a technician. That’s when things really took off. Lesson:  Confidence doesn’t come first — action does. Find your people, get the support, and do the work. Confidence will follow. The Results: A Practice That Finally Feels Right Seven months later, Michelle’s practice is completely transformed. She’s got clear pricing, efficient systems, strong client boundaries, and most importantly — time for herself. She now has a plan for growth that works with  her life, not against it. She has clear pricing. Better systems. Stronger client boundaries. Time back in her week. And a plan for sustainable growth , on her  terms. She’s no longer saying yes to everyone. She’s saying yes to the right clients. She’s not chasing shiny objects. She’s building stability and momentum. And for the first time in a long time, she has a business that fits around her life and not the other way around. What Michelle built isn’t just a practice. It’s peace of mind. Lesson:  With the right plan and the right support, seven months is enough to turn everything around. Final Thoughts: What Michelle’s Journey Means for You If you’re a bookkeeper or accountant wondering if it’s too late to hit the reset button — it’s not. Michelle’s journey proves that it’s never too late to change, grow, and build a practice that works for you . If you’re nodding along, thinking “that’s what I want,” then let Michelle’s journey be your sign. The Strategic Bookkeeper method isn’t just theory — it works in the real world, with real people, doing real work. Start with stability. Price with confidence. Build smart systems. And never underestimate the power of choosing to start again. Because sometimes the best thing you can do… is begin. Michelle’s story is proof that real change doesn’t come from working harder — it comes from following the right path. Ready to create the clarity, profit, and freedom you deserve? The Blueprint Path Workshop is your next step. It’s a 5-part live series  kicking off on Monday, 3 November 2025 , where I’ll guide you through the same framework that helped Michelle rebuild her practice — one that supports her life, not the other way around. 📥🎉 Register for The Blueprint Path Workshop Reading this after 3 November 2025?  Don’t worry — you haven’t missed out entirely. You can still connect with me and other bookkeepers inside our free Facebook community , where we share tools, strategies, and stories like Michelle’s every week. 📥🎉 Join The Strategic Bookkeeper Facebook Group #BookkeepingSummit #VirtualSummit #SmallBusinessSuccess #WomenInBusiness #OnlineEvent #BookkeepingCommunity #BookkeepersOfInstagram #StrategicBookkeeper #BookkeepingPractice #BookkeeperLife #AccountingProfessionals #PracticeManagement #ScaleYourPractice #WorkSmarterNotHarder #TimeWealth #BuildYourDreamBusiness #ProfitAndPurpose #BusinessFreedom

If you've ever wondered why some bookkeepers thrive while others just survive, this is for you. In Episode 134 of The Strategic Bookkeeper Podcast , I unpack the 10 core factors that have consistently driven success for bookkeepers across the globe, especially those who’ve come through my program and gone on to build dream practices with six-figure incomes, time wealth, purpose, and joy. These aren't fluffy ideas. They’re practical, proven, and deeply rooted in my own journey—from starting with nothing to building multiple successful businesses and now supporting thousands of bookkeepers worldwide. 1. Be Strategic from the Get-Go One of the biggest mistakes I see is when bookkeepers wait too long to get strategic. Your business needs a strategy from day one—not just when you hit a roadblock. Whether it’s your brand, your pricing, or your onboarding, every element of your practice should be designed with intention. 2. Productise Your Services Productisation isn’t just a buzzword—it’s your pathway to consistency, confidence, and premium pricing. I break down exactly how I packaged my own services and how you can too. Think clear client journeys, irresistible offers, and boundaries that empower you, not burn you out. 3. Master the Sales Conversation If sales make you squirm, you’re not alone. But learning how to confidently lead a sales conversation changed my life—and my bank account. I share the scripts, the structure, and the mindset shifts that helped me sell without selling, and teach my clients to do the same. 4. Build a Magnetic Brand Your brand is your voice when you're not in the room. It either pulls clients toward you or pushes them away. I get practical about how to position yourself as the obvious choice—even in a crowded market—and how your brand can help you charge more without apology. 5. Think Like a CEO I’ve always said: you’re not just  a bookkeeper, you’re the CEO of your own business. In this episode, I explain how to step into that identity fully—what decisions you should be making (and how), what to delegate, and what habits will serve you long-term. 6. Create Leverage with a Team Even a small team can give you massive leverage. I cover how I built a small-but-mighty team to help me earn six figures while stepping back from the daily grind. This section is for you if you’re thinking about hiring—or wondering if it’s worth it. 7. Prioritise Marketing That Works While You Sleep Spoiler alert: if your marketing doesn’t work when you’re offline, it’s not sustainable. I explain the marketing ecosystem I created for myself and my clients—simple, scalable, and focused on pulling the right people into your world without constant hustle. 8. Build Unshakeable Confidence This might surprise you, but many of the bookkeepers I meet don’t lack skill—they lack confidence. I share my personal strategies for cultivating unshakeable self-belief, dealing with imposter syndrome, and showing up as the badass business owner you really are. 9. Focus on Time, Profit, Purpose, and Joy Success isn’t just about money. I believe in building businesses that serve your life—not the other way around. I talk about how to balance the books and  your energy, how to design your calendar around your dream lifestyle, and how to put joy back at the centre of your business. 10. Stay in the Room and Do the Work Finally, the real magic? It happens when you stay in the room  and take consistent action. I see so many bookkeepers give up just before the breakthrough. This episode is your reminder that if you’ve got the guts to stay in the game, you’ll get the glory. If you haven’t already, give Episode 134 a listen , it’s packed with practical steps, real-life stories, and my personal take on what it takes to build a practice that truly works for you . 🎧 Listen now on Spotify, Apple, or YouTube Spotify Apple Podcast YouTube 👉 Want to go deeper? Join me inside The Strategic Bookkeeper Transformation Program, where we bring these 10 factors to life with coaching, community, and done-for-you assets to help you fast-track your results. Because your dream bookkeeping practice isn’t just possible—it’s waiting for you. — Jeannie If you’re ready to create the same clarity, profit, and freedom in your own practice, The Blueprint Path Workshop  is where to start. It’s a 5-part live series  kicking off on Monday, 3 November 2025 , where I’ll guide you through the same framework that helped Michelle rebuild her practice — one that supports her life, not the other way around. Register for The Blueprint Path Workshop → Reading this after 3 November 2025?  Don’t worry — you haven’t missed out entirely. You can still connect with me and other bookkeepers inside our free Facebook community , where we share tools, strategies, and stories like Michelle’s every week. Join The Strategic Bookkeeper Facebook Group → #BookkeepingSummit #VirtualSummit #SmallBusinessSuccess #WomenInBusiness #OnlineEvent #BookkeepingCommunity #BookkeepersOfInstagram #StrategicBookkeeper #BookkeepingPractice #BookkeeperLife #AccountingProfessionals #PracticeManagement #ScaleYourPractice #WorkSmarterNotHarder #TimeWealth #BuildYourDreamBusiness #ProfitAndPurpose #BusinessFreedom

If you’ve ever felt like you’re working hard but not really moving forward  in your bookkeeping practice, you’re not alone. I’ve been there too — busy, tired, and unsure what to fix first. That’s exactly why I created The Bookkeeping Blueprint. This blueprint is the foundation of everything I teach, and in this blog, I want to give you a behind-the-scenes look at what it’s all about — what you’ll learn, why it matters, and how it can change the trajectory of your business. Because this isn’t just about numbers. It’s about building a business and life that truly work — on your terms. Why I Created The Bookkeeping Blueprint Over the years, I’ve seen far too many bookkeepers working themselves into the ground for too little reward. They’re brilliant at what they do but stuck in survival mode — juggling clients, putting out fires, and rarely taking a breath to work on  their business. I designed this workshop to break that cycle. The goal is simple: to help you understand exactly where you are right now, where you want to be, and what needs to happen to bridge the gap. That clarity changes everything. Inside the workshop, we don’t just talk theory — we get practical. You’ll complete a Now–Future Analysis , mapping out your current situation and your vision for your dream practice. From there, I help you identify your “Domino Move” — the one action that will create momentum and make everything else easier or unnecessary. It’s not about working harder. It’s about working strategically . The Blueprint: The Model for Bookkeeping Practice Success Once we’ve established clarity, I walk you through the Bookkeeping Practice Blueprint , the visual model I built after more than 15 years in the industry. It outlines the 10 key areas every bookkeeper needs to focus on to build a thriving practice. But within that framework, there’s something I call The 5 Big Keys  — the five pillars that underpin long-term success: Team  – You can’t scale without support. We explore how to build a small but mighty team of three that helps you take home $200,000 or more. Education  – You’ll learn why investing in education isn’t optional; it’s the backbone of sustainable success. Assets  – From templates and checklists to branded tools, we’ll look at how to build tangible assets that make your business scalable. Implementation  – Knowledge without action is just noise. This is about building habits that move the needle consistently. Support  – No one succeeds in isolation. The right community and accountability can be the difference between stagnation and success. These keys help you see your business as a system — one that you can build, refine, and grow over time. Whether you’re just starting out or ready to scale, the Blueprint gives you the clarity to make smart, confident decisions. The Real Shift: From Technician to Strategic Bookkeeper One of the biggest mindset shifts that happens in the blueprint is moving from doing the work  to leading the business . Most bookkeepers start as technicians — amazing at the work itself, but stuck in the weeds. That’s why I teach you how to step into your CEO mindset. You’ll learn how to think, plan, and make decisions strategically instead of reactively. I’ll also show you why your pricing, positioning, and brand  are the real levers of growth. It’s not about working more hours or taking on more clients. It’s about attracting the right  clients — the ones who value your expertise, pay premium rates, and trust you as a strategic partner. When you start selling value instead of hours, everything changes. You stop competing on price, and you start competing on impact. Clarity Creates Confidence (and Profit) One of my favourite moments during every workshop is watching bookkeepers light up when things finally click. When they see their practice mapped out clearly — their bottlenecks, their opportunities, their goals — confidence takes over. They realise they don’t need to do 100 things to grow. They need to do the right  three. That clarity fuels action. Action builds results. And results create confidence. The Blueprint Isn’t Just a Map — It’s a Turning Point I created The Bookkeeping Blueprint because I know what it feels like to be stuck and unsure what to do next.I built my own six-figure practice with a small team, not because I had endless resources, but because I had a plan. And now I want to help you do the same. This Blueprint has helped bookkeepers around the world transform how they work — from startups finding their first clients to experienced practitioners who’ve been in business for years but have lost their spark. Here’s what I’ve learned from running it: You can’t fix what you can’t see. The Blueprint gives you visibility. You can’t grow without structure. The Blueprint gives you the framework. You can’t scale without support. The community gives you the accountability. When those three pieces come together, growth stops being a mystery and starts becoming inevitable. Final Thoughts If you’ve been spinning your wheels, feeling like you’re missing “something,” this is it. The Bookkeeping Blueprint Blueprint isn’t another training session or motivational talk. It’s a reset button — a chance to step back, look at the big picture, and start building your business with intention .It’s about turning insight into action, and action into transformation. So, if you’re ready to create a practice that gives you more profit, more time, and more joy, it’s time to get strategic. You don’t need to figure it out alone. The path is already mapped — and it starts with your Blueprint. Listen in to Episode here: Spotify Apple Podcast YouTube With love and strategy,  Jeannie 👉 Want to go deeper? Join me inside The Strategic Bookkeeper Transformation Program, where we bring these 10 factors to life with coaching, community, and done-for-you assets to help you fast-track your results. Because your dream bookkeeping practice isn’t just possible—it’s waiting for you. — Jeannie If you’re ready to create the same clarity, profit, and freedom in your own practice, The Blueprint Path Workshop  is where to start. It’s a 5-part live series  kicking off on Monday, 3 November 2025 , where I’ll guide you through the same framework that helped Michelle rebuild her practice — one that supports her life, not the other way around. Register for The Blueprint Path Workshop → Reading this after 3 November 2025?  Don’t worry — you haven’t missed out entirely. You can still connect with me and other bookkeepers inside our free Facebook community , where we share tools, strategies, and stories like Michelle’s every week. Join The Strategic Bookkeeper Facebook Group → #BookkeepingSummit #VirtualSummit #SmallBusinessSuccess #WomenInBusiness #OnlineEvent #BookkeepingCommunity #BookkeepersOfInstagram #StrategicBookkeeper #BookkeepingPractice #BookkeeperLife #AccountingProfessionals #PracticeManagement #ScaleYourPractice #WorkSmarterNotHarder #TimeWealth #BuildYourDreamBusiness #ProfitAndPurpose #BusinessFreedom