The Strategic Bookkeeper Podcast

Hosted by Jeannie Savage

Business Careers

Website RSS feed LinkedIn Facebook

Episodes

188

Latest episode

Oct 2026

Language

About the show

Welcome to The Strategic Bookkeeper podcast – the show that will help you build a thriving bookkeeping practice, delight your clients, and become a strategic bookkeeper yourself. This podcast is a companion to the book “The Strategic Bookkeeper” by Jeannie Savage. Jeannie's commitment to success, combined with her 13 years experience in the business and bookkeeping industry, have made her one of the most respected bookkeepers today. Through this podcast, you will learn extra strategies and tips towards living your dream on your terms. So step up, this is your time to shine.

Listen to episodes

60 recent

October 22, 2026Episode 17519 min

The Strategic Bookkeeper - EP175 - The Three Buying Scorecards

Want to win better clients? Start thinking like the person who's hiring you. When a business owner is choosing a bookkeeper, they're not simply comparing services and prices. They're quietly weighing up three things: ❤️ Relationship — Do I trust this person to deliver? ⏰ Convenience — Can they give me what I need, when I need it? 💰 Price — Does the investment feel worthwhile? Now here's where it gets interesting…These three don't carry equal weight. Get the relationship right, understand what matters most to your client, and suddenly price may become the least important part of their decision. In this week's The Strategic Bookkeeper podcast, I'm sharing real client stories and practical ways to influence these buying decisions, even before someone picks up the phone. Because winning wonderful clients isn't about being the cheapest option. It's about becoming the obvious choice . 🎧 Hit play and lean in before your next client conversation. — 📌 Podcast resources: The Bookkeeper Archetype Quiz: https://thestrategicbookkeeper.global/quiz FREE Workshops: Join the waitlist to be the first to be notified when registrations open. → https://www.thestrategicbookkeeper.global/ The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #ValueBasedPricing #ClientRelationships #ClientRetention #TheStrategicBookkeeper #BookkeepingPractice #BookkeepingPracticeGrowth #JeannieSavage

October 8, 2026Episode 17423 min

The Strategic Bookkeeper - EP174 - Elite Financial Management

One of the hardest things in business is accepting that what you want to do and what the business needs you to do are not always the same thing. You might want to hire locally. You might want to avoid changing your pricing, your team structure or the way you deliver. But the numbers don’t really care what you want. They tell you what the business can sustain. In this week’s podcast, I’m unpacking the financial markers I look at in a healthy bookkeeping practice, including cost of sales, gross profit, staffing and advisory, and the decisions that helped me strengthen my own practice over time. Because sometimes the most useful thing you can do as the owner is stop being the boss for a minute… and listen to what the financials are telling you. 🎧 Have a listen, then take another look at your own numbers. They may be telling you more than you think. — 📌 Podcast resources: The Bookkeeper Archetype Quiz: https://thestrategicbookkeeper.global/quiz FREE Workshops: Join the waitlist to be the first to be notified when registrations open. → https://www.thestrategicbookkeeper.global/ The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #FinancialManagement #PracticeProfitability #AdvisoryServices #BookkeeperGrowth #TheStrategicBookkeeper #BookkeepingPractice #JeannieSavage

September 24, 2026Episode 17324 min

The Strategic Bookkeeper - EP173 - How to sell advisory

If your clients keep saying no to advisory, the answer may not be to explain it better. It may be to stop trying to sell it in the first place. One of the biggest shifts I’ve made is this: I don’t try to convince clients they need advisory. I use a process that helps them get clear on where they are, what they want, and where they need support. That changes the whole conversation. In this week’s episode of The Strategic Bookkeeper Podcast , I’m sharing the exact process I use with both existing and new clients to make advisory feel like a natural next step. Because the goal isn’t to push another service — it’s to understand your client well enough to help them make better decisions and solve the right problems. And when you do that well, advisory becomes a natural outcome of great service, not something you force. 🎧 Start with the conversation — the advisory can follow. Tune in now. — 📌 Podcast resources: FREE Workshops: https://www.thestrategicbookkeeper.global/ The Bookkeeper Archetype Quiz: https://thestrategicbookkeeper.global/quiz The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #BookkeepingAdvisory #AdvisoryServices #ClientAdvisoryServices #BookkeeperGrowth #TheStrategicBookkeeper #BookkeepingPractice #JeannieSavage

September 10, 2026Episode 17217 min

The Strategic Bookkeeper - EP172 - The Future Of Bookkeeping: Start with a SWOT (Part 2)

Clients can’t choose what they can’t see. So tell me: how are you creating demand for your services? What makes people choose you over another bookkeeper? In this week’s podcast, I’m continuing the SWOT analysis by looking at the demand side of your bookkeeping practice — and looking at the strengths, weaknesses, opportunities and threats that influence whether the right clients find you, trust you and ultimately choose you. Not because you need to perfect all of them. But because understanding where you’re strong, where you’re exposed, and where the next opportunity sits gives you something far more useful than worry: a clear next move. 🎧 Tune in now to Part 2 of The Future of Bookkeeping : Start with a SWOT 📣 Ready to take this from insight to action? Join me for The Bookkeeping Practice Blueprint on 23 September Live and 100% free. Reserve your seat: https://thestrategicbookkeeper.global/bookkeeping-blueprint — 📌 Podcast resources: The Bookkeeping Practice Blueprint Workshop: https://thestrategicbookkeeper.global/bookkeeping-blueprint The Bookkeeper Archetype Quiz: https://thestrategicbookkeeper.global/quiz The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #BookkeeperVisibility #BookkeeperPositioning #BookkeeperMarketing #BookkeeperPricing #BookkeepingPractice #TheStrategicBookkeeper #JeannieSavage

August 27, 2026Episode 17126 min

The Strategic Bookkeeper - EP171 - The Future Of Bookkeeping: Start with a SWOT

The future of bookkeeping is changing. That part is true. But I don’t think the smartest place to start is by asking, “What is AI going to do to our industry?” I think the better question is: “How strong is my practice right NOW?” Because if your practice is overloaded, your systems are loose, your team is too dependent on you, or your clients are staying only because you’re undercharging them… that may be the bigger risk right now. In this week’s episode of The Strategic Bookkeeper , I’m taking you through a practical SWOT analysis of your practice — looking at the things that quietly make a bookkeeping practice resilient, but often get far less attention than AI. Because AI will keep evolving. The industry will keep shifting. Your job is to make sure your practice is not standing still. 🎧 Start here. Start now. Listen to EP171. 🎯 Missed the Busy Bookkeeper Reset? You haven’t missed your chance. Register now to get the replay plus your invitation to the Live Implementation Session on 1 September. https://thestrategicbookkeeper.global/busybookkeeper — 📌 Podcast resources: The Busy Bookkeeper Reset: https://thestrategicbookkeeper.global/busybookkeeper The Bookkeeper Archetype Quiz: https://thestrategicbookkeeper.global/quiz The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #FutureOfBookkeeping #AIAndBookkeeping #BookkkeepingCapacity #ClientRetention #TheStrategicBookkeeper #BookkeepingPractice #JeannieSavage

August 13, 2026Episode 17020 min

The Strategic Bookkeeper - EP170 - Busy Bookkeeper Reset Q&A

I’ve been getting some great questions ahead of The Busy Bookkeeper Reset. And I realised, a lot of them deserve more than a quick answer. So in this week’s episode of The Strategic Bookkeeper Podcast, I’m sitting down to answer three of them properly. I’m sharing → why pricing is so much more than choosing an hourly rate, → how the right positioning can allow you to charge significantly more and improve client satisfaction, and → why fixing your time problem may have very little to do with time management. There are some powerful real-life examples in this episode too, including what changed for one bookkeeper when she doubled her prices without losing a single client. There is often far more potential sitting inside the practice you already have than you realise. 🎧 Listen to the episode now and see what potential you might be leaving on the table. 📍 And if this gets you thinking about what needs to change in your own practice, come and join me for The Busy Bookkeeper Reset on 26 August. It’s free, it’s practical. Save your spot here: https://thestrategicbookkeeper.global/busybookkeeper — 📌 Podcast resources: The Busy Bookkeeper Reset: https://thestrategicbookkeeper.global/busybookkeeper The Bookkeeper Archetype Quiz: https://thestrategicbookkeeper.global/quiz The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #BookkeeperPricing #BookkeepingPricingStrategy #ValuePricing #PricingForBookkeepers #TheStrategicBookkeeper #BookkeepingPractice #JeannieSavage

July 30, 2026Episode 16915 min

The Strategic Bookkeeper - EP169 - The Conversation we have to have

There comes a point where “I’m grateful to be busy” is no longer enough. Not when you are working harder each year.Not when the cost of everything keeps climbing.And not when your pricing still does not reflect the care, skill and responsibility you bring to your clients. This week’s podcast is for the bookkeeper who knows something has to change, but perhaps has not known where to begin. I talk about what is shifting in the bookkeeping profession, why underpricing is becoming increasingly risky, and what it takes to build a practice that values you as much as you value your clients. Because being a brilliant bookkeeper should not come at the cost of your income, your time, or your wellbeing. 🎧 Listen to the latest episode now. 🎯 And when you’re ready to take the next step, join me at the Busy Bookkeeper Reset. It is free, it is live, and it is the last time I will run it this year. Reserve your spot → https://thestrategicbookkeeper.global/busybookkeeper — 📌 Podcast resources: The Busy Bookkeeper Reset: https://thestrategicbookkeeper.global/busybookkeeper The Bookkeeper Archetype Quiz: https://thestrategicbookkeeper.global/quiz The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #ProfitablePractice #ValueBasedPricing #FutureOfBookkeeping #BookkeepingBusiness #StrategicBookkeeping #TheStrategicBookkeeper #BookkeepingPractice #JeannieSavage

July 16, 2026Episode 16814 min

The Strategic Bookkeeper - EP168 - More Clients Won't Fix This

A full client list can still leave you underpaid. It was certainly one of the hardest lessons I learnt in my own bookkeeping practice. I had clients. I had staff. Revenue was growing. From the outside, it looked like I had built a successful practice. But behind the scenes, I was working incredibly hard for far too little return. In this episode of The Strategic Bookkeeper Podcast, I share why so many bookkeepers are building busy instead of building thriving, and the two areas that made the biggest difference to my practice. ✨ Your products and pricing ✨ How you communicate your value If your practice is busy but it isn't giving you the income or freedom you hoped for, this episode will help you identify what's really holding your practice back. 🎧 Listen to the latest episode now. — 🔄️ If this feels uncomfortably familiar, the Busy Bookkeeper Reset is your next step. This free online workshop is designed to help overworked and underpaid bookkeepers identify what is keeping their practice stuck — and start making the changes that lead to better pricing, stronger profit and more time back. Reserve your place here: https://thestrategicbookkeeper.global/busybookkeeper — 📌 Podcast resources: The Busy Bookkeeper Reset: https://thestrategicbookkeeper.global/busybookkeeper EP137 with Marianne Davies: https://www.thestrategicbookkeeper.global/podcast-collection/the-strategic-bookkeeper---ep137---the-hero's-journey-with-marianne-davies EP162 on Value Proposition: https://www.thestrategicbookkeeper.global/podcast-collection/the-strategic-bookkeeper---ep162---increasing-your-value The Bookkeeper Archetype Quiz: https://www.thestrategicbookkeeper.global/archetype The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #BookedButBroken #OverworkedAndUnderpaid #BookkeepingPricing #ProfitableBookkeepingPractice #ValueBasedPricing #BookkeepingBusinessModel #TheStrategicBookkeeper

July 2, 2026Episode 16718 min

The Strategic Bookkeeper - EP167 - Seven Signs Your Bookkeeping Business Is Broken

The biggest risk to a bookkeeping practice isn't a lack of clients — it's building a business that keeps getting busier... without becoming truly profitable. Behind a full calendar often sits a broken business model that was never designed to scale. The challenge is that broken business models rarely announce themselves. Instead, they quietly become accepted as "just part of being a bookkeeper." Working evenings. Taking on low-value work. Believing that’s simply what running a bookkeeping practice looks like. But what if those aren't just challenges that come with the job? Join Jeannie in this week's podcast as she explores why what you’ve accepted as "normal" may be the very thing keeping your practice stuck—and reveals the seven signs your business model needs rethinking. 🎧 Listen now. 🚨 Make more money and win more time back. Register for The Busy Bookkeeper Reset now - limited spots: https://thestrategicbookkeeper.global/busybookkeeper — 📌 Podcast resources: The Busy Bookkeeper Reset: https://thestrategicbookkeeper.global/busybookkeeper The Bookkeeper Archetype Quiz: https://www.thestrategicbookkeeper.global/archetype The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #ProfitableBookkeeping #BookkeepingPricing #BookedButBroken #BusinessModel #PracticeGrowth #ScaleYourPractice #BookkeepingPractice

June 18, 2026Episode 16619 min

The Strategic Bookkeeper - EP166 - The one nurture asset that will make selling easier

The gap between “I need help” and “Yes, I’ll pay for that” is where many bookkeeping sales get stuck. A business owner finds you, likes what they see, and reaches out for help. But if the very next conversation is about a large catch-up, rectification, or monthly bookkeeping commitment, they can pull back. That is where things get clunky. In this week’s episode of The Strategic Bookkeeper Podcast, Jeannie shared how one simple nurture asset can bridge that gap — helping your prospective client take a smaller, easier first step while positioning you as the expert they can know, like, and trust. This is how selling starts to feel less like convincing… and more like leading. 🎧 Listen to the latest episode now. 🎫 Want to see how this fits into the bigger picture of building a profitable bookkeeping practice? Register for The Bookkeeping Practice Blueprint Workshop Join us live — or catch the recording when it suits you. https://thestrategicbookkeeper.global/bookkeeping-blueprint — 📌 Podcast resources: The Bookkeeping Practice Blueprint Workshop: https://thestrategicbookkeeper.global/bookkeeping-blueprint The Strategic Bookkeeper Book: http://thestrategicbookkeeper.global/book The Bookkeeping Practice Blueprint Book: https://www.thestrategicbookkeeper.global/blueprintbook The Bookkeeper Archetype Quiz: https://www.thestrategicbookkeeper.global/archetype The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #ClientConversion #KnowLikeTrust #ClientJourney #FileHealthCheck #BookkeeperSales #BookkeepingBusiness #TheStrategicBookkeeper #BookkeepingPractice #JeannieSavage