Every bookkeeper I’ve ever coached has one thing in common — they’re smart, capable, and hard-working. Yet many still feel stuck. Their business ticks along, but it’s not growing the way they hoped. They’re tired, under-charging, or constantly wondering what’s missing. In this episode of The Strategic Bookkeeper Podcast , I unpack the invisible roadblocks  that hold so many bookkeepers back. These aren’t software issues or technical gaps. They’re hidden mindset and structure challenges that quietly sabotage your progress — until you learn how to see them. What Are Invisible Roadblocks? Invisible roadblocks are the obstacles you can’t quite name — the ones that make you feel like you’re spinning your wheels. They might show up as self-doubt, perfectionism, fear of pricing higher, or even avoidance of growth opportunities. I’ve seen bookkeepers get trapped in the same cycle for years because these barriers operate in the background. They’re not about capability; they’re about clarity. When you don’t address them, you end up working harder but not smarter — stuck doing busy work instead of strategic work. Roadblock 1: Fear of Visibility One of the biggest invisible barriers is fear of being seen . Bookkeepers are often humble by nature. We like to get the job done quietly and let results speak for themselves. But when you’re building a business, that humility can backfire. You can’t grow what you hide. To attract clients, build trust, and position yourself as a Strategic Bookkeeper , you must show up. That means posting on social media, asking for testimonials, speaking about your work, and sharing your wins. When I first started, I was terrified of putting myself out there. But once I did, everything changed. Visibility builds credibility — and credibility builds opportunity. Roadblock 2: Underpricing and Over-Delivering Another common block is charging too little  out of fear of losing clients. Many bookkeepers underprice because they see themselves as service providers instead of business owners. You tell yourself, “I’ll just keep it affordable,” but affordability doesn’t build sustainability. Low pricing doesn’t serve you — or your clients. It leads to exhaustion, resentment, and financial stress. And when you’re burnt out, you can’t do your best work. The moment I started valuing my expertise and communicating the outcomes  I deliver, not the hours  I work, my business transformed. Clients didn’t leave; in fact, I attracted better ones. Your pricing is a reflection of your confidence, not your cost. Roadblock 3: Avoiding Systems Some bookkeepers tell me they love systems, but when I look closer, everything still lives in their head. That’s not a system — that’s chaos. Systems create freedom. They give you consistency, efficiency, and confidence. But many avoid them because they think creating systems is too time-consuming or complicated. Here’s the truth: building systems doesn’t take time away from your business; it gives time back . Start small. Document one process this week — maybe your client onboarding or reconciliation workflow. Once it’s written down, it’s no longer dependent on memory. That’s when you begin to reclaim control. Roadblock 4: Neglecting Leadership This one catches a lot of people off guard. Leadership isn’t just for big firms — it’s for every bookkeeper who wants to grow. If you have a team, leadership is about communication, delegation, and accountability. If you’re a solo operator, it’s about self-leadership — managing your mindset, your time, and your goals. Without leadership, your business runs you. With it, you become intentional about where you’re heading. Inside The Strategic Bookkeeper Transformation Program , leadership is one of our Five Big Keys  because it shapes everything else — your systems, team, and growth. When you step into leadership, you stop reacting to problems and start directing outcomes. Roadblock 5: The Lone-Wolf Mentality Many bookkeepers pride themselves on independence — which is great, but it can also be isolating. Running a business can feel lonely, especially when you don’t have a network that understands your world. The danger is that isolation breeds doubt. Without feedback and accountability, it’s easy to lose motivation or overthink decisions. That’s why community matters. When you surround yourself with like-minded bookkeepers who share your goals, everything accelerates. You gain clarity, confidence, and momentum. You realise you’re not the only one facing these challenges — and that support helps you push through. That’s exactly why I built The Strategic Bookkeeper Tribe . It’s not just about learning strategies; it’s about sharing wins, solving problems together, and growing collectively. Removing the Roadblocks Once you identify your invisible roadblocks, you can start removing them — one at a time. Here’s how: Acknowledge what’s holding you back.  Awareness is the first step. Reframe your thinking.  Replace “I can’t” with “I’m learning to.” Take one small action.  Progress compounds through consistency. Seek support.  Whether it’s a coach, mentor, or peer group, don’t go it alone. Review regularly.  Roadblocks shift as your business grows — keep checking in. The goal isn’t perfection; it’s progress. Every time you remove one barrier, you unlock new levels of freedom and success. My Own Experience with Roadblocks I’ve hit every one of these roadblocks at different points in my journey. Early on, I was invisible. Then I over-delivered. Later, I avoided building systems because I thought I didn’t have time. Each time, the breakthrough came when I stopped making excuses and started making changes. That’s why I’m so passionate about helping bookkeepers see these patterns before they cost them years of growth. When you face your roadblocks head-on, you shift from survival to strategy — and that’s where the real transformation begins. Final Thoughts Your biggest barriers aren’t external; they’re internal and invisible. But once you bring them into the light, they lose their power. Every challenge you face is an invitation to grow — to lead better, systemise smarter, and value yourself more. If you’re feeling stuck, it doesn’t mean you’re failing. It just means there’s a hidden roadblock ready to be cleared. You already have what it takes to build a thriving, profitable, and joyful bookkeeping practice. The next step is removing whatever’s standing in your way — and stepping fully into your potential. With love and strategy, Jeannie Savage Listen in to Episode here:   🔷 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. 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

After years of mentoring bookkeepers around the world, I’ve learned that sustainable success doesn’t come from luck or long hours — it comes from structure. In this episode of The Strategic Bookkeeper Podcast , I unpacked the seven foundations  every bookkeeper needs to build a profitable, balanced, and long-lasting practice. These are the principles that took me from overworked to thriving, and they’re the same foundations my clients use to create six-figure incomes and more time for life. Foundation 1: Clarity of Vision Before you can build a strong business, you need a clear vision of where you’re heading. Most bookkeepers start their practice out of passion or necessity — but not many stop to define what success looks like. Is it earning $200,000 a year? Working three days a week? Travelling freely while your team manages the clients? Your vision becomes your north star. When you know what you want, every decision becomes easier — from pricing and team structure to client selection and software choices. Take time to write down what your dream business and life look like. The clearer your vision, the faster you’ll get there. Foundation 2: Strategic Positioning Positioning is how you stand out in a crowded market. Too many bookkeepers try to serve everyone and end up blending in.The key is to find your niche and communicate your why . You’re not just doing compliance — you’re helping clients achieve peace of mind, clarity, and confidence. When you define what makes you unique, you stop competing on price and start competing on value. Your brand should reflect that positioning across everything — your website, social posts, proposals, and conversations. The goal is for prospects to instantly understand who you are and how you help. Foundation 3: Pricing for Profit If your pricing doesn’t make you uncomfortable, it’s probably too low. I say that with love because I’ve been there. I used to undercharge out of fear — afraid clients would say no or that I wasn’t “worth it.” But pricing isn’t about worth; it’s about alignment. Profit allows you to serve better, not less. When I started value-based pricing, everything changed. I packaged services, set clear expectations, and focused on outcomes, not hours. Clients respected me more, and my profitability skyrocketed. Remember: your price tells a story. Make sure it’s one that reflects your professionalism and confidence. Foundation 4: Systems and Automation You can’t scale chaos. Systems create consistency and efficiency — the backbone of every profitable business. Start with repeatable processes for client onboarding, workflow management, billing, and communication. Then automate wherever possible. Automation isn’t about removing people; it’s about creating time. When your systems run smoothly, you can focus on strategy, not survival. As I often remind bookkeepers inside my Transformation Program: the right systems give you back your sanity . Foundation 5: Team and Delegation You don’t need a big team — just the right one. I built my bookkeeping practice around what I call the small but mighty model : three people, including you. That’s enough to deliver quality, stay personal, and still scale sustainably. Delegation isn’t about losing control; it’s about multiplying your impact. Train your team, set clear expectations, and give them systems to follow. When your team understands your vision, they become your greatest asset. Leadership is a skill that grows with practice. And when you master it, your business becomes resilient, even when you’re not there. Foundation 6: Marketing and Sales That Work Most bookkeepers tell me they hate selling — but good sales isn’t pushy; it’s about helping. The goal is to attract and convert clients naturally through trust and education. That’s where automation  and content  come in. Build marketing assets that do the talking for you — lead magnets, case studies, and testimonials that show your value. Automate follow-ups and nurture sequences so you stay top-of-mind without manual effort. And remember, your best marketing tool is your existing client base. Delighted clients refer. Deliver consistency, and referrals will flow. Foundation 7: Advisory and Growth Once your compliance work is under control, the next step is to evolve into advisory — what I call becoming a Strategic Bookkeeper . Advisory isn’t about giving tax advice; it’s about helping clients interpret their numbers and make smarter decisions. When you move into this space, you increase your income and your impact. Clients pay more for insight than for input. Start small — a quarterly meeting, a cash-flow review, or a performance dashboard. As your confidence grows, so does your reputation as a trusted advisor. Bringing It All Together These seven foundations work like layers — each one supports the next. Clarity gives direction. Positioning attracts the right clients. Pricing creates profit. Systems free your time. A strong team creates capacity. Marketing builds momentum. Advisory delivers purpose and growth. When all seven are in place, your business becomes unstoppable. This is exactly what we help bookkeepers achieve inside The Strategic Bookkeeper Transformation Program . You don’t have to reinvent the wheel — the foundations are proven, and they work when you implement them. My Journey to Balance and Freedom When I started my own practice, I didn’t have these foundations. I worked ridiculous hours, said yes to everyone, and lived in constant chaos. It wasn’t until I built structure — one foundation at a time — that everything changed. Today, my practice runs independently, giving me both income and freedom. I’ve turned what I learned into a repeatable system so others can do the same. That’s why I’m passionate about sharing these foundations. They’re not theory — they’re the framework that turned my dream into a reality. Final Thoughts Building a profitable and sustainable bookkeeping practice isn’t about luck or hustle — it’s about foundations. Start with clarity, build your systems, lead with purpose, and never stop learning. When you focus on structure instead of struggle, you create a business that supports your life — not the other way around. Your dream practice already exists. You just need to build it one foundation at a time. With love and strategy, Jeannie Savage Listen in to Episode here:   🔷 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. 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 said, “I’m too busy right now — I’ll sort that out later,” this episode is for you. As bookkeepers, we’re detail-driven by nature. We care deeply about our clients, our work, and doing things right. But the flip side of that strength is that many of us fall into the busy trap  — constantly working in  the business instead of on  it. In this episode of The Strategic Bookkeeper Podcast , I walk you through The Busy Bookkeeper Reset  — a practical, powerful framework to help you step back, reset your priorities, and finally take control of your time and direction. The Cost of Constant Busyness Being busy feels productive, but it’s often a sign that something’s broken beneath the surface. Busyness hides inefficiency. It hides fear. It hides the uncomfortable truth that you might be doing too much of the wrong work. For years, I told myself I was “too busy” to document systems, too busy to market, too busy to think strategically. But the truth was, I wasn’t too busy — I was stuck in survival mode. When you’re constantly reacting, you lose sight of the bigger picture. And that’s how burnout creeps in. The reset starts by admitting that busy doesn’t mean effective. Step 1: Create Space to Think You can’t fix what you don’t have time to see. The first step to any reset is creating mental and physical space. That might mean blocking a half-day to reflect, taking a short break, or even pausing client onboarding for a week while you regroup. During that time, ask yourself three questions: What’s working well in my business? What feels heavy or frustrating? What would make things easier or more enjoyable? Clarity doesn’t come when you’re racing. It comes when you slow down long enough to listen. Once you create space, you can start making intentional decisions — not just reactive ones. Step 2: Simplify and Systemise Most bookkeepers I work with are drowning not because they have too much work, but because they don’t have enough structure. Every recurring task in your business should have a system. If you’ve done something more than twice, it deserves a process. Start small: document your client onboarding, monthly workflow, or reporting checklist. Use automation tools like Intuit QuickBooks , Dext , and Ignition  to streamline communication, billing, and reminders. You’ll be amazed at how much time you reclaim. Systems are freedom disguised as discipline. Once they’re in place, you can breathe again. Step 3: Reclaim Your Schedule If your calendar controls you, it’s time to flip the script. A sustainable business starts with healthy boundaries. That means setting dedicated CEO time each week — even if it’s just one hour — to review your numbers, plan your marketing, or check in with your team. Protect that time fiercely. It’s not optional; it’s essential. I like to batch my week into three categories: Client work  – the billable, hands-on tasks. Strategy and growth  – working on systems, marketing, and pricing. Rest and reflection  – the time that recharges me and keeps me creative. If your calendar doesn’t include all three, your business will eventually drain you. Step 4: Redefine What Success Looks Like One of the biggest mindset shifts I help bookkeepers make is redefining success. It’s easy to equate success with being busy — with having a full client list or hitting a revenue goal. But real success is freedom . It’s being able to take time off without the world falling apart. It’s running a business that serves your life, not the other way around. For me, success means having profit, purpose, and peace of mind. When you reset, take time to revisit what success means for you. It might have evolved since you started your practice — and that’s okay. Your definition of success should grow as you do. Step 5: Prioritise Implementation Once you’ve mapped out your reset, the next challenge is implementing it. This is where most bookkeepers get stuck. They plan beautifully but struggle to follow through because daily demands take over. Implementation doesn’t happen by accident; it happens by design. That’s why inside The Strategic Bookkeeper Transformation Program , one of our Five Big Keys is Implementation and Support  — because without accountability, even the best strategies gather dust. Schedule time for action. Create a checklist. Ask a peer or mentor to keep you accountable. Momentum builds from movement — not motivation. Step 6: Protect Your Energy You can’t pour from an empty cup. A reset isn’t just about fixing business systems — it’s about nurturing yourself as the business owner. Pay attention to what drains you and what energises you. If certain clients or tasks leave you exhausted, it’s time to reassess. ’ve learned that my energy is my most valuable asset. Protecting it allows me to show up as a better leader, mentor, and strategist. Don’t feel guilty about rest. Rest is a strategy. Step 7: Build Momentum, Not Perfection Finally, remember that this reset isn’t about creating a flawless business overnight — it’s about progress. Every small improvement adds up. Each documented system, each refined boundary, and each moment of clarity brings you closer to the business you want. You’ll never feel fully “ready” — but readiness isn’t required. Consistency is. The goal is to move from reactive busyness to intentional mastery. That’s when you shift from feeling overwhelmed to feeling in control. My Own Reset Moment When I first built my bookkeeping practice, I thought working harder was the answer. I pushed through exhaustion and told myself I’d “slow down later.” Later never came — until I hit a wall. That was my wake-up call. I created my first reset by taking a week off client work, reviewing every part of my business, and rebuilding from the ground up using what eventually became The Bookkeeping Practice Blueprint . The result was a business that finally worked for  me — not against me. I know that same transformation is possible for every bookkeeper who’s ready to step back, reset, and rebuild with intention. Final Thoughts If you’ve been feeling overwhelmed, behind, or “too busy,” consider this your invitation to reset. You don’t have to keep pushing through chaos. You can pause, realign, and rebuild stronger. The Busy Bookkeeper Reset isn’t just about time management — it’s about taking back control of your business and your life. When you simplify, systemise, and lead with purpose, you create space for freedom, clarity, and joy. And that’s what being a Strategic Bookkeeper is really about — building a business that gives you time, income, and the peace of mind you deserve With love and strategy, Jeannie Savage Listen in to the Episode here:   🔷 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. 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

You didn’t start your bookkeeping practice to feel overwhelmed, overworked, and underpaid. But that’s the reality for too many bookkeepers trying to juggle it all—clients, deadlines, admin, marketing, and more—without a clear path forward. In Episode 94 of The Strategic Bookkeeper Podcast , Jeannie Savage shares her most personal and powerful insights yet—sparked by one simple email from a fellow bookkeeper named Diane. That email opened the door to a no-fluff, strategic deep dive into what it really  takes to build a bookkeeping practice that brings you income, time, purpose, and joy. Whether you're two years in or two decades, this blog post walks you through: The reality of your first two years in practice Why pricing isn’t the problem How to move from local clients to national growth The three audience-building strategies you must master Action steps you can take today Reflecting on the First Two Years: What Most Bookkeepers Miss Starting out as a bookkeeper can feel both exhilarating and exhausting. Diane, like many others, built her client base locally through personal connections. That might sound familiar. You land a few clients. You’re charging hourly. You’re doing all the work. Revenue is growing—but profit? Not so much. Jeannie shares how her own early years were shaped by postnatal depression, financial pressure, and the overwhelm of figuring it all out. “I was billing out hourly, and I thought I was doing great. But the truth was, profit wasn't following revenue. I was working harder, not smarter,” she says. 👉 Takeaway:  The early hustle is not sustainable. You need strategy—specifically, a strategy for audience building, marketing, and pricing that aligns with the life and practice you want. Why You Need to Build an Audience  (Not Just Get Clients) Jeannie breaks it down: “Audience building means finding people you can nurture to become clients.” Forget spray-and-pray marketing. The five proven audience-building strategies are: Existing network (database) Structured business networking (e.g. BNI) Partnership marketing (Evergreen Advocacy Partnerships or EAPs) Paid ads Summits But here’s the catch: You only need three . And if you’re just starting out? Focus on the first one—your existing network. 👉 SEO Tip : Searching for how to get bookkeeping clients ? Your existing contacts are your goldmine. Jeannie and her tribe prove that this strategy alone can build a six-figure practice—if done right. Diane’s Journey: A Case Study in Local Growth Diane’s story is powerful because it mirrors so many bookkeepers'. Two years in, 90% of her clients are local. They came through word-of-mouth and community connections. She’s doing good work—but she’s ready for more. Here’s what Jeannie recommends for Diane—and for you—if you’re in the same boat: 1. Don’t Stay Local. Go National. The bookkeeping world is no longer limited by geography. Thanks to tech, you can—and should—serve clients across the country. “It doesn’t matter if your client is in the Blue Mountains or Melbourne CBD. Location is irrelevant. Value is everything.” 2. Ditch the Price Mindset. Focus on Outcomes. Diane asked if being in a regional area means she should lower her prices. Jeannie’s answer? A clear, firm no . Clients don’t care about your location. They care about outcomes. And if you price too low, you’re not helping them—or yourself. 💡 Hot SEO term:   How much should bookkeepers charge?  Jeannie’s formula is simple: in Australia, for example, if you're not charging at least $100/hour in value, your business is not viable. 3. Turn Clients into Raving Fans A happy client who sings your praises is better than any ad. But that won’t happen unless you deliver results-based service—and collect the proof. Start with Google Business  (formerly Google My Business). Get reviews. Lots of them. “Write the review for your client. Ask if they’re happy, then make it easy. This is non-negotiable.” The Power of Strategic Systems The next stage is about building credibility and systems that scale. That includes: ✅ A World-Class Website Jeannie recommends Bizink  for a reason—they build high-performance websites specifically for bookkeepers. And if you’re in Jeannie’s program, you get her proven templates built in. ✅ Results-Based Marketing Potential clients will  Google you. If they find nothing, they move on. If they find glowing reviews, compelling service offerings, and a clear product ladder? You win their trust—and their business. ✅ Productised Services If you’re still billing hourly, you’re capping your growth. Productised services allow you to price based on value, not time, and scale without burnout. 👉 SEO Tip : Look for phrases like bookkeeping productisation , bookkeeper pricing model , or how to stop hourly billing as a bookkeeper . This content answers them all. What Makes a Practice Thrive ? Jeannie calls it the “Small But Mighty” blueprint. You don’t need 100 clients. You don’t need 10 staff. You need: The right clients At the right price With the right systems And the right mindset When Diane implements Google Reviews, gets her Bizink site, and begins serving clients nationally, she’ll move from being local and limited to small, mighty, and thriving . “Diane’s already planted the seeds. Now she needs to grow her forest.” Ready to Go Next-Level? Here are three free resources  Jeannie recommends to take your next step: The Bookkeeping Practice Blueprint  – Understand the five pillars for audience building and long-term growth. 7 Steps to a Thriving Practice  – Discover the exact roadmap Jeannie used to build a time-rich, six-figure lifestyle business. The Small But Mighty Blueprint  – Learn how to grow big impact from a small footprint. 📩 Head to thestrategicbookkeeper.global  to grab these and join the Strategic Bookkeeper Transformation Program. Final Thoughts: What Diane Got Right (And You Can Too) Diane did something many bookkeepers don’t: she asked for help. She reached out. She opened herself to coaching and feedback. And in doing so, she received tailored, strategic advice that could change the entire trajectory of her practice. “So many women don’t ask for help. Or if they do, they don’t accept it when it’s offered. Diane did both.” If you’re reading this, ask yourself: Are you still stuck in local-only thinking? Are you undercharging out of fear? Are you relying on word-of-mouth instead of strategic marketing? Are you putting off building a proper website, reviews, or system? Then now is the time to stop playing small. Your Action Plan (Pin This!) Here’s what you can do today  to shift gears: ✅ Audit  your audience-building efforts. Are you using your existing network, networking groups, and partnerships? ✅ Claim your Google Business listing  and start collecting reviews—write them for your clients to approve. ✅ Get a professional website  built for bookkeepers (hint: use Bizink). ✅ Stop thinking locally.  Start positioning yourself as a premium provider in a national (or global) market. ✅ Join the Strategic Bookkeeper community   for the support, systems, and strategy that changes everything.

Most bookkeepers don’t struggle because they lack skill—they struggle because they’re doing it all alone. In Episode 93 of The Strategic Bookkeeper Podcast , Jeannie Savage dives into a real-life coaching session with a bookkeeper (we’ll call her Kate) who’s been in practice for decades—but lately, she's been drowning in client work, stuck in outdated systems, and trying to bring on casual help without a clear plan. This blog unpacks the full episode and gives you a step-by-step look at how to move from overwhelmed  to in control , using the three pillars that matter most: Time. Tech. Team. The Bookkeeper at a Crossroads Kate is an experienced Australian bookkeeper with 25 long-standing, high-quality clients. But recently, her workload ballooned and she hasn’t had a weekend off in months. Time is missing. Joy is missing. And burnout is right around the corner. She reached out for help—and what she got was a plan. A plan to reclaim her time, fix her systems, and build the right kind of support. Problem #1: No Time, No Life Let’s start with the most pressing issue: time poverty. Kate’s missing out on her favourite hobby. She’s working late nights and weekends just to keep up. And when Jeannie hears this, she calls it what it is: a canary in the coal mine . When you lose time for the things that light you up, it’s a clear warning that something needs to change. And here's the thing—Kate isn't alone. Most solo bookkeepers don’t have a time  problem. They have a business design  problem. Problem #2: The Tech Gap Kate also admitted that her systems are “antiquated.” She's still using handwritten checklists and folders. But rather than judge, Jeannie pointed out something important: “I actually love  that you’ve got beautiful, handwritten checklists. That tells me you know how to keep promises—and that’s the kind of baseline we can build on.” The real issue isn’t that Kate’s behind on tech—it’s that she’s trying to wear all  the hats. Learning new tech is important, but it’s not urgent if it’s burning you out. What’s smarter? Hiring someone to fill that gap for you. Problem #3: Hiring the Wrong Way Kate’s first instinct was to bring on a casual team member. It’s a common move—but one that often causes more harm than good. Why? Because going from solo to supported requires a strategic plan—not a knee-jerk reaction. Jeannie explains that most bookkeepers make the same hiring mistakes she did years ago: bringing on the wrong person, unclear expectations, no real system. That’s why she created a blueprint —a tested, proven way to bring on team that actually works . The Solution: Time, Tech, and Team (In That Order) So how do you go from stressed to scalable? 1. Reclaim Your Time Before you even think about tech or team—you need to get your time back. That starts with acknowledging the real cost of working in  your business all the time. When you’re time-poor, everything suffers: your energy, your clarity, your relationships, your ability to grow. Step one? Free up time by bringing on the right  kind of help. Not a casual. Not a VA. But a full-time, all-rounder team member. 2. Hire the All-Rounder Inside the Strategic Bookkeeper Transformation Program, Jeannie teaches bookkeepers to hire one person who can do it all: Bookkeeping Practice admin General admin Marketing support Tech support This person becomes your right hand. It’s not about finding someone cheap. It’s about finding someone brilliant —someone better than you in the areas you’re not strong in (especially tech). "We are meant to recruit people better than us." This isn’t just about delegation—it’s about building the right team  to support your zone of genius . Hiring a full-time all-rounder costs around $600/week , or $30,000/year . That may sound like a lot, but as Jeannie explains: A casual staffer at $45-$50/hour (plus super) only gives you 13 hours a week. The blueprint hire gives you 38+ hours, more loyalty, and much more value. Done right, this hire pays for itself  quickly through increased efficiency and capacity. 3. Use the Blueprint Jeannie doesn’t just tell you to hire—she gives you the exact blueprint. The Strategic Bookkeeper team has tested and refined a recruitment system that includes: ✅ The right job description ✅ The right personality profile ✅ Psychometric testing ✅ Clear onboarding process ✅ Support systems and SOPs (done-for-you) “When tribe members use the blueprint, it works. When they don’t, it doesn’t.” It’s that simple. This isn’t guesswork—it’s a proven path. 4. Let Systems Do the Heavy Lifting Kate’s outdated systems aren’t actually the biggest problem—it’s that she’s trying to fix them herself . Here’s what Jeannie recommends instead: Join the program , get access to the done-for-you SOPs Let your all-rounder  implement them Focus on leadership—not doing everything yourself One Strategic Bookkeeper member with nearly $1M in revenue thought her systems were tight—until she joined the program and realised how much profit she was losing through inefficiency. By streamlining her business using Jeannie’s systems, she’s now on track to extract six figures in additional profit without growing her client base. 5. Think Long-Term (Not Just Quick Fixes) Jeannie makes it clear: building a better practice doesn’t happen overnight. Recruiting the right team member can take 30–90 days . Good people often have jobs—they’ll need to give notice. But it’s worth it. And in the meantime, there are short-term solutions  to lighten your load. That might mean: Temporary admin support Trimming low-value work Implementing quick wins from the program You don’t have to go it alone. And you don’t have to fix everything at once. From Surviving to Scaling Let’s zoom out. Kate’s story is common—but so is the solution. Here’s the 3-part strategy Jeannie offers every bookkeeper feeling stuck: 1. Start with YOU Do a deep dive on your strengths, weaknesses, and zone of genius. (Inside the program, that includes psychometric testing.) Then build your business around  that—not against it. 2. Get the Right Help Use the blueprint to hire a full-time all-rounder who supports your gaps, especially in tech and admin. This team member will help you: Get your time back Upgrade your systems Increase capacity to take on more (if you want to) 3. Use the Toolkit The Strategic Bookkeeper Program is a comprehensive, long-term toolkit. You take what you need, when you need it. Some members dive deep right away. Others dip in and out. Either way, it’s a permanent support system for running a thriving practice. Ready to Reclaim Your Time, Tech & Team? Jeannie has seen the results firsthand—bookkeepers going from overwhelmed to profitable, from burnt out to balanced. Kate is now on the path to becoming time-rich, tech-supported, and team-empowered. You can be too. Join the Strategic Bookkeeper Tribe ✅ Bookkeepers from around the world  are using Jeannie’s proven blueprint to build practices that deliver income, time, purpose, and joy. ✅ Most members earn their investment back in the first month. ✅ You’ll get: Done-for-you systems Coaching and support Tools to scale sustainably Access to Jeannie and the team Community of like-minded bookkeepers Next Steps 🎧 Listen to Episode 93 :  [ Spotify   | Apple   | YouTube  ] 🚀 Explore the Transformation Program 📱 Join the community : The Strategic Bookkeeper's Way  on Facebook Final Thoughts If you're a bookkeeper stuck in the cycle of doing everything yourself, it's time to pause, zoom out, and get strategic. Your time matters. Your business matters. You matter. And with the right blueprint, you can build a practice that truly supports the life you want.

In today's bookkeeping landscape, many practitioners are under more pressure than ever before. Profit margins are shrinking. Clients expect more for less. And bookkeepers, especially solo operators, are burning out trying to keep up. But here’s the good news: there’s a better way. In a recent episode of The Strategic Bookkeeper Podcast , Jeannie Savage unpacked one of the most powerful shifts a bookkeeping practice can make: increasing efficiency to grow profit and reclaim time wealth . The episode was inspired by a coaching session inside the Transformation Program, where members are actively implementing systems and tools that help them work smarter, not harder. This blog explores the key takeaways from that episode, real strategies you can implement right now, and the subtle but significant role Dext plays in helping bookkeepers deliver more, in less time. Why Efficiency is the Secret to Sustainable Growth Efficiency isn't just about working faster. It's about creating space. When your workflows are tight and your systems are automated, you're not just saving hours. You're unlocking: Capacity to take on more clients (without more staff) Confidence to charge higher prices Headspace for advisory, strategy, and growth The freedom to enjoy life outside of work Bookkeepers in the Transformation Program are taught to pursue what we call "time wealth" alongside financial wealth. Because what good is a high-revenue business if it comes with exhaustion and overwhelm? The Cost of Inefficiency Jeannie highlighted that inefficiency is one of the biggest hidden costs in a bookkeeping practice. Here’s what it often looks like: Manually chasing receipts from clients every month Fixing errors in reconciliations caused by poor documentation Spending hours creating reports that could be automated Getting stuck in reactive mode because there's no clear system These small inefficiencies compound. They eat into your profit. They drain your time. And worst of all? They keep you stuck in the cycle of doing  instead of leading . A Strategic Shift: Efficiency First, Then Expansion One of the big mindset shifts the episode tackled was this: Don’t scale chaos. Fix your foundation first. Many bookkeepers fall into the trap of trying to grow by getting more clients or hiring help. But if your systems are broken, more clients just means more stress. That’s why the Transformation Program focuses first on tightening operations. Only once your practice is running efficiently do we move into pricing strategy, branding, and advisory services. Because real, sustainable growth comes from: Dialled-in processes Smart automation Strategic delegation And this is where tools like Dext  come in. How Dext Helps Bookkeepers Work Smarter In the episode, Jeannie shared how Dext is subtly but powerfully transforming the way bookkeepers operate. Two tools in particular were highlighted: 1. Dext Prepare Gone are the days of clients emailing blurry receipts at the last minute. Dext Prepare automates data capture, so bookkeepers spend less time on data entry and more time on high-value work. Benefits: Instantly extract key data from receipts, bills, and bank statements Auto-publish to accounting software like Xero or QuickBooks Set client reminders so you never have to chase documents again 2. Dext Precision Dext Precision gives you real-time insights into the health of your client files. It helps you catch errors before they snowball, and adds huge value when offering strategic advisory. Benefits: Live quality checks across client files Practice-wide efficiency and performance reporting Clear client insights that support advisory conversations As Jeannie put it: "Precision is for the business owner in you. Prepare is for the bookkeeper in you." A Word from Dext CEO Sabby Gill Dext CEO Sabby Gill  has been clear about the company’s mission: to give accountants and bookkeepers back their time. Under his leadership, Dext has doubled down on innovation that supports efficiency, scalability, and insight. Gill’s vision aligns powerfully with what we teach inside the Transformation Program—that your tools should support your genius, not slow you down. Efficiency = Confidence to Raise Prices Here’s something unexpected: when bookkeepers become more efficient, they often become more confident. Why? Because: They can clearly articulate the value they deliver They feel in control of their workflow and client outcomes They have space to improve branding and client experience As Jeannie shared in the episode, clients don’t care how many hours you spend. They care about the result. When your backend is optimised, you can position your services as strategic—and price accordingly. Real Results from Strategic Efficiency Members of the Transformation Program who prioritised efficiency reported: More time to focus on family, health, and creative projects Confidence to move from hourly billing to fixed, value-based pricing Capacity to grow their team or onboard more ideal clients Improved mental clarity and reduced burnout One member shared: "Just implementing Dext saved me at least 8 hours a week. That alone freed up space to create a new service offering." 3 Quick Ways to Improve Efficiency This Week Automate Receipt Capture:  If you’re still manually collecting receipts, set up Dext Prepare or a similar system today. Batch Your Work:  Group similar tasks (e.g. reconciliations, client comms) together to stay in flow and reduce context switching. Document a Repeatable Workflow:  Create a checklist or SOP for your most common tasks—then stick to it. Chaos loves ambiguity. Want Help Putting This Into Practice? If you're ready to stop trading time for money, Episode 90 of the podcast is your roadmap. Jeannie walks you through the exact shifts you need to make, and how the right tools and coaching support can accelerate your success. 🎧 Listen now:  [ Spotify   | Apple   | YouTube  ] 📘 Download the Bookkeeping Practice Blueprint  to see the full roadmap 🚀 Explore the Transformation Program 🔧 Discover Dext  and how it can transform your workflow The key isn’t to work more. It’s to work smart. Let’s build a practice that gives you income, time, purpose, and joy.

If you’re a bookkeeper running your own practice, you’ve probably wondered at some point: “Am I properly covered?” It’s a question that doesn’t come up often — until something goes wrong. That’s why I sat down with Karen McDonald  from Accountancy Insurance  to unpack the essentials of professional indemnity, cyber protection, offshoring coverage, and advisory work. Whether you’re in Australia, New Zealand, the UK, the US, or Canada, these insights apply to you. Because while insurance might not feel urgent today, it’s the safety net that protects the business you’ve worked so hard to build. Why Every Bookkeeper Needs Professional Indemnity Professional indemnity (PI) insurance is the non-negotiable foundation of any bookkeeping business. It protects you if a client claims they’ve suffered a financial loss due to your advice, an error, or an omission. Karen explained it best — PI isn’t like car or home insurance. It’s not about physical damage; it’s about protecting your professional reputation and financial liability . You can be the most careful bookkeeper in the world, but mistakes, misunderstandings, or client misinterpretations can still happen. And even when you’ve done nothing wrong, legal defence costs can be significant. I’ve always said that insurance helps me sleep better at night. Even if a client becomes unhappy, I know I’m protected. Karen shared one story that really stuck with me: an accountant gave correct advice verbally but didn’t document it. The client acted differently, things went wrong, and a claim was filed. It cost the insurer $260,000  to resolve — even though the accountant hadn’t done anything wrong. The missing piece? File notes. So here’s the takeaway: document everything . Follow up phone conversations with a short confirmation email. Save that email in your correspondence folder. Those notes are your first line of defence. Cyber Insurance: It’s Not If, It’s When If you think cybercrime is something that only happens to big corporations, think again. Bookkeepers are prime targets because we handle sensitive client data and financial access. Karen told me that cyber insurance uptake among bookkeepers is still far too low — and that shocks me. She explained that cyber policies are often misunderstood. Yes, they can cost more than PI, but they’re not expensive compared to the cost of a data breach. One bookkeeper thought cyber cover would cost $3,500, when in reality, Accountancy Insurance quoted them $1,100. That’s roughly the price of a few coffees a week — and it could save your business. I personally consider cyber insurance as essential as PI. Years ago, I had my identity compromised despite being extremely cautious. Fraudsters even opened a bank account in my name. It was a nightmare. Cyber insurance helps with everything from data restoration to client notification and legal costs. And in today’s environment, with phishing, ransomware, and email compromise on the rise, it’s not optional. It’s critical. Offshoring and Global Teams More and more bookkeepers are hiring offshore support teams in places like the Philippines to stay competitive and efficient. The good news? Accountancy Insurance fully covers offshoring. Karen confirmed that you don’t need to pay extra or make special declarations. The only requirement is that you manage those offshore staff as you would local employees — check their work, maintain quality control, and ensure security standards are met. On the cyber side, make sure the same safety protocols apply across your team — things like multi-factor authentication, secure backups, and password management. When filling out your cyber insurance questionnaire, your answers should include your offshore team as well. This reassurance is huge for bookkeepers growing global teams. You can expand confidently, knowing your insurance has your back. Advisory Work and Staying Compliant Many bookkeepers are evolving beyond compliance work to include advisory, consulting, and coaching  — which I love. But as your services expand, it’s vital to ensure your insurance policy keeps up. When I added advisory and recruitment services to my business, I reached out to Accountancy Insurance right away. They were calm, professional, and incredibly supportive. They simply asked a few questions about what we do, and within minutes, my coverage was updated. Karen explained that advisory work is covered under their PI policy as long as it stays within the Tax Practitioners Board (TPB)  or local equivalent guidelines for what a bookkeeper or BAS agent is permitted to do. That includes business advisory, cashflow forecasting, or systems consulting — as long as you’re not stepping into regulated financial or tax agent territory. If you’re ever unsure, just ask your insurer or broker. It’s far better to clarify now than to discover later that something wasn’t covered. File Notes, Scope, and Client Relationships This episode was also a great reminder that documentation is your best friend. Even if you have strong relationships with your clients, misunderstandings can happen. Most disputes don’t arise because of incompetence — they arise because expectations weren’t clear or documented. I recommend three essentials for every bookkeeper: File Notes:  Keep records of any verbal advice or major discussions. Scope of Work:  Always have a signed engagement letter or service agreement outlining what’s included (and what’s not). Correspondence Folder:  Save important emails and client instructions as PDFs in a clearly labelled folder for each client. These simple practices have protected my business for over 15 years. They show professionalism and give you confidence if questions ever arise. The Role of a Specialist Broker Another powerful takeaway from my chat with Karen was the importance of using a specialist broker  — not a generic insurer. General insurance providers often don’t understand the specific risks bookkeepers face. Their fine print might exclude key activities like remote work or offshore support. A specialist like Accountancy Insurance knows the industry and tailors coverage to your actual needs. If you’ve ever Googled “cheap insurance” and bought a policy online, it’s time to reconsider. The difference in cost is minimal, but the difference in coverage can be life-changing if you ever need to claim. I’ve always worked with brokers in both business and personal life. When things go wrong — and they sometimes do — having someone in your corner makes all the difference. Final Thoughts Insurance isn’t exciting, but it’s essential. It’s not there to make your business better — it’s there to protect the incredible business you’ve built. Here’s what I want every bookkeeper to take away from this: Get professional indemnity and cyber insurance.  Both. Not one or the other. Work with a specialist.  They understand your risks. Document everything.  File notes, scope, and client communications are your safety net. The peace of mind you get from knowing you’re protected is priceless. And as Karen reminded me, even if you never need to claim — that confidence lets you run your business from a place of security, not fear. With love and strategy, Jeannie Savage 👉 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. 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

Artificial Intelligence is reshaping the way we work — and for bookkeepers, it’s not a question of if  but how fast  we adapt. In this episode of The Strategic Bookkeeper Podcast , I sat down with Mark Wickersham , Chartered Accountant, author, and one of the most respected educators in pricing and profitability for bookkeepers and accountants worldwide. We unpacked how AI is changing the industry, what it can and can’t do, and why human intelligence (HI)  still sits at the heart of success. The Hype vs. The Reality Everywhere you look, someone’s talking about AI — from chatbots to data automation, from instant reconciliations to predictive analytics. But Mark and I both agree: AI isn’t magic.  It’s a tool, and like every tool, its power depends on who’s using it. Yes, AI can speed things up. It can write an email, summarise a report, or extract patterns from a sea of data. But it can’t understand your client’s emotions, motivations, or long-term goals. It doesn’t know how to read the room, or when to challenge a client gently about their cash flow habits. That’s where we  come in. Bookkeepers who combine AI with empathy and strategy  will lead the future. Those who rely on tech alone will get left behind. Mark put it beautifully — “AI will do the heavy lifting, but humans must still do the thinking.” Pricing, Value, and AI Mark has spent decades helping bookkeepers and accountants move away from hourly billing to value-based pricing. And his take on AI fits perfectly into that philosophy. He said that AI won’t make your services less valuable — if anything, it will make your value more visible . Here’s why: when AI automates the low-value, repetitive work, it highlights the high-value, human elements of what we do — judgment, interpretation, and advisory. Clients will still need someone they trust to turn data into decisions. So, instead of worrying that AI will take your job, ask how it can elevate your role . Let it handle the admin so you can focus on helping clients understand their numbers, improve profitability, and grow sustainable businesses. I often tell my community: AI can’t replace relationships. The future belongs to bookkeepers who lead with strategy and care. Adapting Your Business Model Mark and I talked about the huge opportunity AI brings — but only for those who adapt their model. Traditional bookkeeping is based on doing the work manually. Strategic bookkeeping is based on managing systems, interpreting data, and guiding business owners. AI simply accelerates that shift. To stay ahead, every bookkeeper should review their: Pricing model:  Are you charging for time or transformation? Service mix:  Are you offering advisory and insights, or just compliance? Systems:  Are you using automation and integrations to free up capacity? Mark and I both agree that the bookkeepers who embrace change will not only survive this AI wave — they’ll thrive because of it. Your clients don’t want cheaper bookkeeping. They want better outcomes, faster results, and someone who can explain what the numbers mean. AI helps you deliver all of that — but only if you design your practice strategically. Why HI Still Matters More Than AI One of my favourite parts of our conversation was when Mark and I discussed HI — human intelligence. Technology is powerful, but it doesn’t have intuition. It doesn’t have experience. It can’t connect the dots between data and emotion. HI is what allows you to ask the right questions, build trust, and influence decision-making. It’s what turns a bookkeeper into a strategic partner. I often say that AI won’t fix your business — HI will. You need human strategy, leadership, and accountability to use AI effectively. Mark echoed that sentiment. He believes that while AI will revolutionise workflows, the winning firms will be the ones that combine it with training, systems, and people . This is exactly why I built The Strategic Bookkeeper Transformation Program  around five big keys — team, education, assets, implementation, and support . Because without the human side, no amount of tech can build a profitable, balanced business. A Tool, Not a Threat If you’re feeling anxious about AI, you’re not alone. Many bookkeepers tell me they’re worried about being replaced or devalued. But here’s the truth — AI won’t replace bookkeepers. Bookkeepers who use AI will replace those who don’t. This is your chance to become more efficient, more strategic, and more valuable. When AI automates your workflows, you get time back. You can finally focus on business development, client relationships, or even that dream lifestyle you’ve been putting off. Mark and I both encourage bookkeepers to experiment. Play with the tools, but don’t rely on them blindly. Use them to enhance your process, not define it. If you start small — automating your onboarding, scheduling, or report generation — you’ll see how quickly those small wins compound. The Future of Bookkeeping We’re entering an era where bookkeepers will be more like business interpreters  than number crunchers. AI can create dashboards and reports, but it can’t interpret what those numbers mean for someone’s goals, team, or cash flow. As Mark said, this shift is a once-in-a-generation opportunity. Those who seize it will build scalable, high-profit practices. Your goal isn’t to compete with AI — it’s to partner  with it. Imagine a future where your systems run seamlessly, data entry happens automatically, and you spend your days coaching clients, leading strategy sessions, and doing the work you actually love. That’s not a dream — it’s the new reality for bookkeepers who embrace AI intentionally. Final Thoughts Talking with Mark reminded me why I love this industry so much. Bookkeepers are smart, adaptable, and caring people. We’re not afraid of technology — we just need the right guidance to use it strategically. AI is here to stay, but it’s not the enemy. It’s the assistant we’ve been waiting for. The challenge — and the opportunity — is to integrate it into your systems and workflows in a way that makes your human intelligence shine brighter than ever. So don’t fear AI. Learn it. Test it. Use it. But always remember that the heart of your business is you — your insight, your judgment, and your relationships. That’s what will always set you apart. With love and strategy, Jeannie Savage 👉 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. 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 there’s one thing I’ve learned in my 14+ years in practice—and from mentoring bookkeepers all over the world—it’s this: You can be brilliant at doing the work and still feel completely stuck when it comes to building a practice that actually works for you . You might know what needs to be done—find better clients, raise your prices, get off the hamster wheel—but figuring out how  to do that, consistently and confidently? That’s the real challenge. And that’s exactly why I created the Bookkeeping Practice Blueprint Virtual Summit —to give you the tools, clarity, and support you need to take the guesswork out of building a practice that delivers profit, time, purpose, and joy. This summit is the kind of thing I wish I had when I first started. But it's also built for bookkeepers at every  stage. Whether you're just setting up, or scaling and systemising, what we’re delivering across these three days is designed to help you step into a more strategic role—and build a business that serves your life, not the other way around. Let me walk you through everything you need to know—what’s happening, who’s speaking, why it matters, and how to make the most of it. The Theme Is Practice Management Mastery—But Not the Way You Think Let’s start here: when you hear the words practice management , what comes to mind? Most bookkeepers think about back-end admin stuff—checklists, SOPs, software, and maybe team onboarding. And yes, that’s part of it. But this summit takes a much more holistic  approach. For us, Practice Management Mastery  means looking at your practice end-to-end. That includes what we call: The front end : branding, marketing, selling, and pricing—the part that wins the work The back end : systems, tech, team, compliance, and delivery—the part that gets it done And when you master both ends of the business? That’s when things change. That’s when your practice becomes more than a job. It becomes a business that supports your dream lifestyle. This is the framework I’ve used to build my own six-figure lifestyle practice—and the same one I’ve shared with hundreds of bookkeepers inside my program, my podcast, and now this summit. Because the truth is, many bookkeepers are stuck in “do the work” mode—reacting to client demands, living deadline to deadline, and never quite stepping into that bigger role of business owner and strategist. And that’s what this summit is all about. Shifting you from reactive to proactive. From overwhelmed to confident. From working in  the business to building on  it. If you’ve ever felt like: You’re stuck charging too little You’re not attracting the right clients You’re drowning in admin and wish you had better systems You want to hire but don’t know where to start Or you simply want to make more money while working fewer hours Then this summit is going to feel like a warm, strategic hug. With a few reality checks thrown in (you know me), and loads of practical, actionable tools to implement immediately. We’re not here to inspire you and leave you hanging. We’re here to give you the keys to the kingdom—and help you use them. Each workshop in this summit is designed to move you forward. Not just in theory, but in action . You’ll come away with a checklist, a game plan, a tangible next step—and the confidence to go after it. And no matter where you’re starting from, you are 100% welcome. Whether you’re day one in your journey or 10 years in and ready to evolve, this summit has something for you. Meet the Speakers: From Global Experts to Trusted Industry Voices When I say we’ve curated an incredible lineup, I don’t mean a few talking heads with fluffy ideas. I mean speakers who’ve built multi-million-dollar businesses. Speakers who have cracked the code on AI, branding, pricing, and practice systems. Speakers who’ve walked the walk—and are now showing you  how to do it too. Let me introduce a few of them. Mark Wickersham If you’ve been in the bookkeeping or accounting world for more than a minute, you’ve heard of Mark. He’s one of the industry’s most trusted pricing experts. I first saw him speak back in 2015, and what he shared helped me double my net profit within 12 months. No exaggeration. In this summit, he’s delivering a workshop that will challenge the way you think about value—and how to communicate it. Arthur Zards Arthur is based in Chicago and brings serious AI clout. He’s a TED Talker and global leader in automation and innovation. If you’ve been wondering how to actually use  AI in your bookkeeping business (without drowning in jargon), his session is a must-watch. Meryl Johnston , Simone Lilly , Eve McKenzie These powerhouse women are leaders in practice management, leadership, and systemisation. You’ll get insights into how to build and lead a team, how to grow without chaos, and how to step out of the weeds and into your zone of genius. Industry leaders from Xero, Dext, Ignition, and more We’ve also invited top voices from the platforms and tools we use every day. These aren’t sales pitches—they’re inside looks at how to get more from the tools you’re already using (or thinking about using). Me, Jeannie Savage Of course, I’ll be running a few workshops myself—giving you access to the tools and strategies I’ve used to build not just a business, but a life  I love. I’ve scaled, stepped back, and created a practice that earns a six-figure income while giving me the time freedom to be present as a mother and leader. And I want to help you do the same. Every speaker has been briefed to deliver real value . These are workshops, not webinars. You’ll walk away from each one with strategies you can apply immediately—no fluff, no filler. And trust me, I’ve been to summits that promised the world and delivered… PDFs. This isn’t that. We are obsessed with quality. We have a process behind the scenes to make sure every session meets a standard: “Can a bookkeeper take this and do something valuable with it right now ?” If the answer isn’t yes, it doesn’t make the cut. What You’ll Get (and Why It’s Worth Showing Up for) Let’s talk about what you’ll actually  get by attending. 🗓️ Kickoff Call We’ll officially get started on Tuesday, 18 February , inside our private Facebook group. It’s a short and sweet session to orient you and get the momentum going. 🎤 Summit Days: 19–21 February This is where the magic happens. Over three full days, you’ll hear from our incredible lineup of speakers. You can attend live or catch the replays—either way, you’ll get the goods. Sessions are spaced out to avoid burnout and allow time for note-taking and implementation. We’re not here to bombard you—we want to equip  you. 🎁 Prizes + Giveaways We’ve got daily giveaways planned, including a major prize worth over $5,000 USD. This goes to one lucky VIP attendee and includes access to premium tools, training, and more. 🎧 VIP Access (Optional Upgrade) Want to take it up a notch? The VIP Pass  is your best friend. Here’s what you get with VIP: Lifetime access  to all workshop replays A private podcast feed  so you can listen on the go (hello, multitasking) Bonus training + downloadable resources Entry into prize draws Personally, I never attend a summit without going VIP. Because real transformation doesn’t happen in a rush—it happens when you revisit the material, dig in deeper, and absorb it in your own time. Whether you’re folding laundry, walking the dog, or doing the school run, the podcast feed means you can keep learning without carving out extra time. 🌍 Global Access This is a global event. I’m based in the Southern Hemisphere (Gold Coast, Australia), so yes—some sessions will be live in my timezone. But every single session is available for replay within 24 hours. And again, VIP means you keep it all forever. 📝 What You’ll Walk Away With A plan to refine your brand and attract better clients Tools to price smarter and stop undercharging Systems and tech you can implement to save time and scale Confidence to build (and lead) a small, mighty team Clarity on how to shift from working in  the business to leading it This summit is about making business feel easier , lighter , and more aligned —while still building wealth and impact. And more importantly, it’s about giving you permission to dream bigger and the support to make it real. The Problems This Summit Solves—and Why It’s Worth Your Time If you’re wondering whether this is worth three days of your attention, let me break it down: ✅ Are you looking for more clients —the right kind, who value your work and pay your worth? ✅ Do you want to streamline your processes  so you can stop working nights and weekends? ✅ Are you ready to build a team , but need clarity on where to start or how to manage them? ✅ Is your tech stack a mess—or just underused? ✅ Do you want to finally charge what you're worth  and stop competing on price? Then yes—this summit is absolutely  for you. We’ve carefully designed the content to help you: Increase your profitability without increasing your workload Build systems that create consistency and reduce stress Shift from reactive to strategic in your practice Use automation and AI in a practical, no-overwhelm way Build confidence in your value and learn how to sell it This isn’t about doing more —it’s about doing what works. Final Thoughts (And a Personal Note From Me) If you’ve been following me for a while, you’ll know that The Strategic Bookkeeper  is more than a brand. It’s my life’s work. I created it after building my own successful lifestyle bookkeeping practice—and realising how many other bookkeepers were struggling without a clear, proven roadmap. My goal is simple: to help you create a business that gives you both income and time . A business that makes you feel proud, in control, and aligned with your values. A business that supports your life—not one that runs it. The Bookkeeping Practice Blueprint Virtual Summit  is your chance to experience what that roadmap looks like—alongside a global community of bookkeepers who are ready to take the next step, just like you. So, what’s next? 👉 Head to thebookkeepingpracticeblueprint.com 👉 Grab your free ticket 👉 Mark your calendar for February 18–21 👉 And get ready to build the business—and life—you deserve I’ll see you at the summit. #BookkeepingSummit #VirtualSummit #SmallBusinessSuccess #WomenInBusiness #OnlineEvent #BookkeepingCommunity #BookkeepersOfInstagram #StrategicBookkeeper #BookkeepingPractice #BookkeeperLife #AccountingProfessionals #PracticeManagement #ScaleYourPractice #WorkSmarterNotHarder #TimeWealth #BuildYourDreamBusiness #ProfitAndPurpose #BusinessFreedom

When Jeannie Savage returned to the mic after a six-week break, she didn’t just ease into the year—she kicked it off with a conversation that sets the tone for what’s ahead. In the milestone 100th episode of The Strategic Bookkeeper Podcast, Jeannie interviews Roger Gregg, co-founder of Lightyear Cloud and one of the pioneers behind accounts payable (AP) automation. What followed was a deep and inspiring conversation about where bookkeeping is heading, the role of automation, and how bookkeepers can confidently step into high-value advisory work. Roger’s story is one many bookkeepers will appreciate. With roots in accounting, computer science, and more than two decades in hospitality and manufacturing, he experienced firsthand how inefficient AP could derail operations. Together with his brother Chris, Roger built Invitbox in 2012—an early solution that tackled AP headaches with real-time data extraction. That tech was so ahead of its time, Intuit (the makers of QuickBooks) acquired it in 2014. By 2018, the AP landscape had barely improved, so Roger and Chris launched Lightyear Cloud. Their mission? End manual AP, once and for all. Fast forward to today, Lightyear operates under the Access Group, and the original team still leads the charge with full creative freedom. This matters because the bookkeeping profession is changing. Data entry is no longer the value. Advisory is. And Lightyear is one of the tools helping bookkeepers make that transition. Why Lightyear Matters to Bookkeepers AP might seem like back-office busywork, but it’s where operational efficiency and financial insight intersect. For strategic bookkeepers, Lightyear is more than software—it’s a tool for transformation. Jeannie breaks it down simply: this is the kind of technology that allows bookkeepers to stop punching in data and start advising on it. With Lightyear Cloud, you get automated data entry that eliminates human error, sub-second data extraction, line-level invoice detail for inventory-based businesses, and seamless integration with platforms like Xero and MYOB. This is especially valuable for clients in sectors like hospitality, construction, aged care, and retail—industries where accuracy and speed in AP make or break profitability. Unlike traditional AP tools that rely solely on Optical Character Recognition (OCR), Lightyear breaks open PDFs to extract structured metadata. That means clean, accurate data every time, processed in less than four seconds. OCR is still in the toolbox, but only as a fallback. In 99% of cases, Lightyear delivers real-time, 100% accurate data capture without the guesswork. And with their new Smart Extract AI engine, the process is becoming even smarter. For bookkeepers, this level of accuracy means no more double-checking line items or correcting errors post-import. It also means peace of mind—and a stronger foundation for advisory. COVID-19 forced every business to rethink operations. While hospitality paused, Lightyear quickly adapted, expanding into aged care and construction—sectors that kept operating but needed smarter, paperless systems. What they discovered? Aged care is essentially hospitality with a fixed guest list. The systems, suppliers, and structures are nearly identical. That pivot showed just how wide the market is for modern AP solutions. Wherever inventory meets supplier billing, there's inefficiency—and an opportunity for bookkeepers to lead the charge toward improvement. And here's the kicker: once bookkeepers introduce clients to these solutions, they instantly become more valuable. They shift from 'doing' to 'leading.' That’s the secret to building a high-margin, low-stress practice. From Advisory to Empowerment Jeannie has seen the pattern too many times: brilliant bookkeepers providing hours of unpaid value—helping clients choose software, map systems, and fix workflows. Enough is enough. She’s clear: if a client needs more than 15 minutes, it becomes a paid discovery session. From there, she guides bookkeepers through a structured, value-based pathway: Discovery, Needs Analysis, Software Recommendations, and Implementation (optional). Each step has value. Each step should be charged. This is the gateway to true advisory—and to getting paid what you’re worth. Roger shares how Lightyear supports two strategic partnership paths. The Business Partner (Parent-Child) model allows you to buy the plan and share credits across your client base—ideal if you’re managing AP directly. Meanwhile, the Advisor Model lets you refer clients, with Lightyear handling the rest, and you earning trailing revenue. The Advisor Model is especially powerful for solo practitioners or those stepping away from full-service practices. It allows you to stay involved, provide strategic input, and get rewarded—without being the one pushing buttons. This aligns perfectly with Jeannie’s vision of the modern bookkeeping practice: streamlined, lean, and high-margin. The bookkeeping profession is largely female-led—and for good reason. Women bring collaboration, empathy, and community to the table. But Jeannie sees too many still struggling with self-worth, undercharging, and burnout. Her mission? Change that. Inside The Strategic Bookkeeper community, Jeannie supports women to own their expertise, claim their space in the advisory world, and create businesses that support their life goals—not consume them. Roger echoes that belief. He notes that women’s natural strengths make them ideal for leadership in the evolving bookkeeping industry. Together, their message is clear: own your value. Be confident. And charge like the expert you are. If you’re still manually entering data, feeling unsure how to price advisory, or offering your brain for free, then now is the time to evolve. Tools like Lightyear give you the backend power. The Strategic Bookkeeper gives you the mindset, model, and momentum. Because the bookkeeping industry isn’t shrinking. It’s shifting. And the bookkeepers who adapt, grow, and lead—that’s who will thrive. Because advisory isn’t just about revenue. It’s about freedom. If you’re still manually entering data, feeling unsure how to price advisory, or offering your brain for free, then now is the time to evolve. Tools like Lightyear give you the backend power. The Strategic Bookkeeper gives you the mindset, model, and momentum. Because the bookkeeping industry isn’t shrinking. It’s shifting. And the bookkeepers who adapt, grow, and lead—that’s who will thrive. Helpful Links Learn more about Lightyear: lightyear.cloud Join the TSB Transformation Program: thestrategicbookkeeper.global/tsb Join our private community: The Strategic Bookkeeper's Way (Facebook) #StrategicBookkeeping #LightyearCloud #BookkeeperAdvisory #AccountsPayableAutomation #FemaleEntrepreneurs #TSBPodcast #InventoryBookkeeping #SoftwareForBookkeepers #AgedCareBookkeeping #RetailFinance #ConstructionAccounting

In the heart of every thriving bookkeeping practice lies something much deeper than spreadsheets and reconciliations. For Jeannie, founder and CEO of The Strategic Bookkeeper, it all begins with alignment. That’s why she created the Aligned Life Reset workshop—a 90-minute soul-refresh designed not just to inspire, but to provoke real change. It’s about clearing the clutter, recentering, and leading a business (and a life) rooted in authenticity. Inside this blog, we walk you through the big ideas from Episode 99 of The Strategic Bookkeeper Podcast, capturing the essence of Jeannie’s workshop, her five-part reset framework, and why it matters more than ever for bookkeepers globally. Whether you’re just starting your practice or you’ve been in business for years, this is a mindset shift that can help you reset and realign for the life and business you truly want. Why Alignment Matters (and What It Really Means) The concept of an "aligned life" might sound like a fluffy wellness trend, but Jeannie Savage cuts through the noise. In her words, an aligned life is one where your values guide your decisions—business, personal, and everything in between. It’s not about perfection (Jeannie is quick to remind us we are all beautifully flawed human beings stumbling along with the illusion of control), but about conscious choice. It’s about stripping away the societal shoulds, the comparison traps, the trauma responses like people-pleasing and perfectionism, and tuning into what actually matters to you. Alignment is also about intentional living. It means choosing your own definition of success instead of chasing someone else’s. It’s about building a business that supports your life—not the other way around. When you’re aligned, every action you take flows from a deep understanding of what truly matters. As bookkeepers, we're trained to prioritise clients, compliance, and chaos. But alignment asks: what happens when you prioritise you? Jeannie built her own six-figure lifestyle practice by doing exactly that. She didn’t get there by hustling harder, but by taking a breath, reflecting deeply, and choosing to put herself first. And she encourages other bookkeepers to do the same. The Five-Part Framework for Realignment The Aligned Life Reset is built on five core pillars: Values, You, Shame, Vulnerability, and Priorities. Each one is designed to help you understand yourself better, work more meaningfully, and live more fully. Let’s break them down: 1. Values This is where it all begins. Using a worksheet inspired by Brené Brown’s Dare to Lead , Jeannie walks you through a powerful values exercise. You start by highlighting every word that resonates, then narrow it down to your top four—and eventually your “domino value”: the one value that, if you live into it, allows all the others to fall into place. For Jeannie, that value is courage. Courage to be honest. Courage to be kind. Courage to be authentic. Courage to lead. Values aren’t static. They evolve. And when you know yours, they become a compass for every decision you make—from how you price your services to who you work with. You also start to recognise when something is out of alignment, and that awareness is powerful. Jeannie encourages every bookkeeper to treat their values as non-negotiables—something you return to during tough moments, big decisions, and daily operations. When you're living in alignment with your values, your business feels like an extension of your purpose. 2. You Jeannie often says, "Start with you." And this means understanding your personality, your wiring, your genius zone. Tools like the Human Needs Test , Wealth Dynamics , DISC profiling , and Love Languages  all help with this. When you take the time to truly get to know yourself, you unlock a strategic edge. You stop building your business based on someone else’s template and instead lean into your strengths. That’s where the magic happens. Many bookkeepers struggle with wearing too many hats. But when you know your Wealth Dynamics profile, for instance, you can build a team around your weaknesses and lean into your flow. That means less friction, more freedom, and higher profits. 3. Shame Shame is the silent saboteur of success. It whispers, "Who do you think you are?" and keeps us stuck in comparison, fear, and self-doubt. Jeannie credits Brené Brown  for opening her eyes to the power of naming and sitting with shame. Not squashing it. Not ignoring it. But acknowledging it, even giving it a seat at the table. When we don’t deal with shame, it dominoes into perfectionism, procrastination, and paralysis. But when we see it for what it is, we can gently call it out and move forward. Shame often hides in plain sight. It shows up as over-delivering, undercharging, or constantly second-guessing yourself. But as Jeannie says, when you learn to name it, you take away its power. You start leading from a place of worthiness, rather than trying to prove yourself. 4. Vulnerability Vulnerability gets a bad rap. But in Jeannie’s world, it’s a superpower. It’s not about oversharing. It’s about showing up honestly, even when it's uncomfortable. For bookkeepers, this might mean saying "no" to a client who doesn’t respect your boundaries, or being honest about what support you need to grow. Vulnerability opens the door to connection. It helps you build trust with your team, your clients, and yourself. In business, that trust is everything. And the irony? Vulnerability is often the fastest path to earning respect. As Jeannie explains, vulnerability without values isn’t vulnerability. It’s chaos. But when rooted in your core values, vulnerability becomes a bridge to connection and courage. 5. Priorities Finally, we get to the tough one: putting yourself first. Especially for women (and especially mums), this feels like a radical act. But it isn’t selfish. It’s smart. If you’re running on empty, you can’t serve anyone else. Jeannie invites you to define your top three priorities. Hers? Her health, her son, and her purpose-driven work (aka her empire building). Once you know yours, decision-making gets easier. You stop saying yes to everything. You create space. Too many bookkeepers live in reactive mode—always serving others, rarely themselves. But when you set clear priorities, you begin to reclaim your energy, your focus, and your joy. You show up better for your clients because you’ve shown up for yourself first. The Practical Reset: How to Put This Into Action The Aligned Life Reset isn’t just theory. It’s deeply practical. Jeannie provides journaling prompts, values exercises, book recommendations, and a full workbook to help you move from intention to action. This isn’t about creating a vision board and hoping for the best. It’s about building daily rituals of awareness, writing, and checking in with yourself. If you’re wondering where to start, Jeannie suggests: Journal one page a day. Even a shopping list counts. Identify your domino value and reflect on how you can live into it. Redefine what success looks like—not in society’s terms, but your own. Start your day with something that feels good (Jeannie starts by saying hello to her pillow). Ask yourself regularly: "What do I want to stop doing, start doing, and do more of?" She also encourages bookkeepers to embrace the power of space—mental, physical, and digital. Create white space in your calendar. Declutter your work environment. Turn off notifications. These small habits compound into big clarity. Jeannie doesn’t pretend this work is easy. But it’s essential. As she says, "If you don’t know where you’re going, how will you know when you get there?" Why This Matters for Strategic Bookkeepers At The Strategic Bookkeeper, alignment isn’t just a personal development concept—it’s core to how you build a thriving, high-profit practice that fills your cup. It’s about: Attracting clients  who align with your values and respect your boundaries. Avoiding burnout  by knowing your limits and designing your work around your life. Making confident decisions  because they’re anchored in who you are. Growing with clarity  by building a business that supports your vision of a perfect day, week, and life. When you do the work to align your life and your practice, everything else gets easier. Your messaging gets clearer. Your confidence grows. You stop comparing and start creating. Jeannie’s journey—from burnout and antibiotics to a peaceful, profitable lifestyle practice—proves that alignment isn’t a luxury. It’s the foundation. You also start building a brand that stands for something. Clients will know what you value. They’ll feel it in every email, every interaction, every deliverable. And when your brand is rooted in truth, it becomes magnetic. Jeannie’s journey—from burnout and antibiotics to a peaceful, profitable lifestyle practice—proves that alignment isn’t a luxury. It’s the foundation. And if you’re ready to start this journey yourself, the Aligned Life Reset Workshop is available inside the podcast and supported by a downloadable workbook. Want to reset your life and your practice? Search "Episode 99 - Aligned Life Reset" on The Strategic Bookkeeper Podcast and grab your free workbook from the show notes. Start slow. Go deep. And remember: progress over perfection. Because you deserve to build a life and practice that aligns with your values, fills your cup, and gives you choice. And that’s exactly what The Strategic Bookkeeper is here to help you do. Explore more: The Strategic Bookkeeper Podcast Join the Strategic Bookkeeper’s Way Facebook Group Learn about the Strategic Bookkeeper Transformation Program #StrategicBookkeeper #AlignedLife #BookkeeperLife #WomenInBusiness #SmallBusinessTips #MindsetReset #ValuesBasedBusiness #ProfitWithPurpose #BookkeeperCoach #BurnoutPrevention #LifestylePractice #JeannieSavage

Let’s be honest—you didn’t start your bookkeeping practice to stay stuck, stressed, or spinning your wheels. You started it because you wanted something better. More freedom. More income. More impact. The truth? You can absolutely have all of that. But it doesn’t happen by accident. Inside The Strategic Bookkeeper Program, bookkeepers are building profitable, time-rich practices—not with hustle, but with structure, strategy, and support. And one of the secret weapons behind it all? The implementation sessions. This blog gives you a sneak peek into one of those sessions—hosted by Jeannie Savage, founder of The Strategic Bookkeeper and Women in Finance Australia’s Innovator of the Year. It’s all about the checklist that’s helping bookkeepers around the world build the business (and life) they really want. Why a Checklist Changes Everything Jeannie dropped a new checklist into this session—a simple, powerful tool that outlines exactly what she’d do if she were starting from scratch. No fluff. No overthinking. Just a clear plan that actually works. It’s the kind of checklist that helps you stop guessing and start moving. Whether you’re setting prices, hiring your first team member, or reworking your client onboarding process, this checklist guides you through it all. First, Get Clear: Where Are You Now? Jeannie kicked things off with a question that bookkeepers don’t ask often enough: “Where are you now—and where do you want to go?” Most bookkeepers are either drowning in client work with no time or slowly building, unsure which steps to take next. Sound familiar? The key is to get out of reaction mode and into creation mode. Think about your ideal income, your ideal week, your dream clients—and then reverse-engineer your plan. That’s where the checklist comes in. The Bookkeeping Practice Checklist (AKA Your New Best Friend) This isn’t a wish list. It’s a roadmap. Here are just a few of the must-dos on Jeannie’s checklist: Napkin Numbers:  Get clear on how much you want to earn and how many hours you want to work. Productivity Architecture:  Decide what to do, what to delegate, and what to ditch. Marketing Assets:  Get your storybook brochure, website, and social presence working for you. Sales Process:  Use the needs analysis and structured offers to onboard clients with ease. EAPs & Networking:  Build real referral relationships that generate consistent leads. Time Strategy:  Spend at least half your time working on  your business—not just in  it. Hiring Plan:  Don’t wait until you’re drowning—recruit early, and smart. Systemisation:  Let your systems (and your team) take the weight off your shoulders. Every item on that list is about building a business that gives you more income, more time, and way more joy. Why Bookkeepers Get Stuck (and How to Snap Out of It) Here’s the thing Jeannie sees again and again: bookkeepers get stuck because they try to do everything alone. They get caught up in perfectionism. They delay decisions. They keep doing what they’ve always done, hoping for different results. But the bookkeepers who fly? They follow the system. They lean into support. They take action. One bookkeeper doubled her prices, halved her hours, and still ended up with happier clients—because she used the checklist. Step by step. It’s Not Just a Checklist. It’s a Tribe. Having the steps is one thing. Having a community to walk them with you? That’s next-level. Inside the program, you’re not on your own. You’ve got Jeannie. You’ve got the tribe. You’ve got open coaching, live Q&As, and a whole crew of bookkeepers who get it. And when something’s not working? You don’t spiral. You just get on a call, ask for help, and fix it. As Jeannie says: “If it’s not working, it’s not because you’re broken. You probably just missed a step.” What Would Jeannie Do? Want to know how Jeannie would build her practice from scratch today? Here’s the short version: Get clear on napkin numbers. Spend 50% of her time working on the business. Launch the core marketing and sales tools. Automate what she can and outsource what she can’t. Network like crazy and build strategic partnerships. Start recruiting early to avoid burnout. Let her team handle systems and SOPs. Use every walk, workout, and school drop-off to listen and learn. No guessing. Just a smart, strategic start. Confidence Comes From Doing Here’s what happens when you start checking off the list: You feel in control. You stop second-guessing. You trust your process. You start seeing results. Confidence doesn’t come from planning. It comes from doing . And this checklist gives you the exact steps to get it done. Let’s Wrap This Up If you want a business that gives you real freedom—financially, emotionally, energetically—start here. Start with the checklist. Jeannie’s advice? Do the 5% that creates 95% of your results. Stop doing things that don’t move the needle. Use what’s already built for you. Get support when you need it. You can build your dream practice. You really can. And it starts with a plan that actually works. Download the Bookkeeping Practice Checklist  and see where you are, where you want to be, and exactly what to do to get there. Join the program. Join the tribe. Start building your dream practice today.