The Strategic Bookkeeper Podcast

Hosted by Jeannie Savage

Business Careers

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Episodes

179

Latest episode

Jun 2026

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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.

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60 recent

June 4, 2026Episode 16547 min

The Strategic Bookkeeper - EP165 - Success through Self Leadership with Simonne Liley

People-pleasing is not kindness.And if you’re a bookkeeper or accountant in practice, it may be one of the quietest ways you are sabotaging your own success.In this week’s episode of The Strategic Bookkeeper Podcast, Jeannie sits down with Simonne Liley — founder of Core Leadership Institute, multi-award-winning leader, coach, and former accountant with 25+ years in the industry.Together, they unpack boundaries, self-doubt, and why so many technically skilled bookkeepers still struggle to back themselves and build the practice they truly want.Because success in practice is not just about knowing what to do.It’s about having the self-leadership to actually do it.To charge properly.To speak honestly.To hold boundaries.To stop carrying everything and everyone.This is not about becoming hard or cold.It’s about becoming honest.🎧 Listen now.—📌 Podcast resources:Connect with Simonne:🔗 https://coreleadershipinstitute.co.nz/ 🔗 https://www.facebook.com/groups/coreleadershipinstitute 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 #SelfLeadership #PeoplePleasing #BookkeeperMindset #BusinessBoundaries #PracticeGrowth #BookkeepersInPractice #TheStrategicBookkeeper

May 21, 2026Episode 16414 min

The Strategic Bookkeeper - EP164 - 8 Ways To Make More Money Without More Clients

If your first thought is “I need more clients”, PAUSE.Because sometimes more clients just means more work, more pressure, and more moving parts — without more profit.In this week’s podcast episode, Jeannie shares 8 practical ways to make more money from the practice you already have.Because the money is not always in adding “more.”It’s in the clients that need repricing.The annual increase that needs to happen.The advisory you could be offering.The systems and tech that need tightening.Before you chase another client, listen to this.Your next level of profit may already be inside the practice you have.🎧 Hit PLAY now.—📌 Podcast resources:FREE workshop, happening on 27 May. Reserve your place: https://thestrategicbookkeeper.global/bookkeeping-blueprint 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 #MoreProfitLessPressure #BookkeepingProfitLeaks #AdvisoryForBookkeepers #StopUndercharging #BookkeepingEfficiency #BetterBookkeepingPractice #BookkeepersInPractice #BookkeeperPricingStrategy

May 7, 2026Episode 16319 min

The Strategic Bookkeeper - EP163 - What Your Clients Actually Want

All bookkeepers sell bookkeeping.But clients?They’re buying something much deeper.Because most business owners don’t wake up thinking:“I need bookkeeping.”They wake up stressed.Worried about cash flow.Behind on everything.Feeling the pressure of carrying a business on their shoulders.They want someone who can help them breathe again.And when you start communicating that in your marketing, onboarding and client conversations, you stop sounding like every other bookkeeper in the market.Join Jeannie in this week’s episode as she dives into one of the most important shifts a bookkeeper can make — moving beyond selling bookkeeping, and learning how to communicate the real value behind what you do. 🎧 Listen now—📌 Podcast resources:The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetypeThe Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #ClientExperience #BookkeeperMarketing #ValueBasedSelling #ClientRelationships #BookkeepersInPractice #BookkeeperMindset #CommunicateYourValue

April 23, 2026Episode 16222 min

The Strategic Bookkeeper - EP162 - Increasing Your Value

You can’t double your prices if nothing about you looks different.That’s where most bookkeepers hit the wall.Same service. Same positioning. New price.And you expect clients to just… accept it?They won’t.In this week’s episode, Jeannie pulls back the curtain on what actually happened inside the Busy Bookkeeper Reset workshop — not theory, real resistance.Bookkeepers had the pricing framework.They did the numbers.They knew they needed to charge more.And still… they froze.Because underneath it all was one thought:“They’re not going to see this as worth it.”This is the episode that fixes that.You’ll hear:• Why being fully booked is often the biggest red flag• What actually drives the overworked, underpaid cycle• The moment where most repricing attempts fall apartIf you’ve been stuck on a price increase, this will show you exactly why.🎧 Listen now—📌 Podcast resources:The Busy Bookkeeper Reset Workshop: https://thestrategicbookkeeper.global/busybookkeeper The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetypeThe Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #BookkeepingPricing #ValueProposition #BookedButBroken #IncreaseYourFees #IncreaseYourFees #BookkeepersInPractice #ProfitForBookkeepers

April 9, 2026Episode 16119 min

The Strategic Bookkeeper - EP161 - 3 Ways To Boost Your Productivity

If you could get your most important work done by 11am… what would that change for you?Because right now, most bookkeepers are starting their day in the worst possible way — straight into email, messages, and everyone else’s agenda.It feels productive. But it’s keeping you stuck.In this episode, Jeannie breaks down 3 simple shifts that will change how you work immediately:• How to use your brain at the right time so you get more done in less time • How to move out of reactive mode (instead of constantly putting out fires) • How to make better decisions about what you say yes to — and protect your timeThis is how you stop spinning your wheels…You stop being pulled in a hundred directions.You stop confusing activity with progress.And you finally get traction on the work that actually moves your business forward.Small shifts. Big impact.🎧 Hit Play now ▶️🚨 Ready to build a practice that actually gives you time back? Join The Bookkeeping Practice Blueprint Workshop and map out a clearer, more profitable way forward. Save your spot: https://thestrategicbookkeeper.global/bookkeeping-blueprint —📌 Podcast resources:The Bookkeeping Practice Blueprint Workshop: https://thestrategicbookkeeper.global/bookkeeping-blueprint The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetypeThe Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #ProductivityForBookkeepers #TimeManagement #WorkSmarterNotHarder #BusinessSystems #BookkeepersInPractice #BookkeepingBusiness #TheStrategicBookkeeper #JeannieSavage

March 26, 2026Episode 16019 min

The Strategic Bookkeeper - EP160 - Do More In Less Time With Kanban Boards

It’s so easy to fall into the trap of saying “Yes” to everything. Chasing every idea. Trying to keep up.But Jeannie didn’t build her practice to be busy all day.And neither did you.In this week’s new episode of The Strategic Bookkeeper podcast, Jeannie shares a simple system to help you prioritise what actually moves the needle, cut wasted time and money, and create more space in your business and life.Because every time you say Yes to something…you’re saying No to something else.And the difference between a busy practice and a successful one often comes down to those decisions.🎧 Hit Play now ▶️🚨 Ready to build a practice that actually gives you time back? Join The Bookkeeping Practice Blueprint Workshop and map out a clearer, more profitable way forward. Save your spot: https://thestrategicbookkeeper.global/bookkeeping-blueprint —📌 Podcast resources:The Bookkeeping Practice Blueprint Workshop: https://thestrategicbookkeeper.global/bookkeeping-blueprint The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetypeThe Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #ProductivityForBookkeepers #TimeManagementTips #WorkSmarterNotHarder #BusinessSystems #BookkeepersInPractice #BookkeepingBusiness #TheStrategicBookkeeper #JeannieSavage

March 19, 2026Episode 15938 min

The Strategic Bookkeeper - EP159 - Greatest Hits: Systems & Team with Claire Beckett

Being busy does not mean you’re doing it right.In fact, sometimes it’s a warning sign ⚠️In this week’s Greatest Hit, Jeannie revisits her conversation with Claire — a member of the Transformation Program who realised she was becoming the bottleneck in her own practice.The clients were coming in.The work kept growing.But behind the scenes, the backend of the practice was starting to crack.So she did what most people avoid.Instead of pushing through and hoping for the best, Claire paused and rebuilt the foundations — systems, processes, and structure that could actually support the growth.This is a refreshingly honest conversation about what it really takes to scale a bookkeeping practice… and why keeping your promises to clients matters more than being busy.🎧 Hit play.And if you’re thinking, “I probably need to fix a few foundations in my own practice…”Jeannie is teaching exactly this at The Bookkeeping Practice Blueprint workshop this April. Details here → https://thestrategicbookkeeper.global/bookkeeping-blueprint —📌 Podcast resources:FREE Workshop: https://thestrategicbookkeeper.global/bookkeeping-blueprint The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetypeThe Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #PromisesKept #SystemsForGrowth #BookkeepingPractice #BookkeepingSystems #ScaleYourPractice #ProfitablePractice #TheStrategicBookkeeper

March 12, 2026Episode 15826 min

The Strategic Bookkeeper - EP158 - Greatest Hits: The three things your clients really want

Your clients are not paying you for bookkeeping.It sounds strange… but it’s true.What your clients actually want are three outcomes — and if you miss this, you’ll feel it.Clients question your price.They drag their feet making decisions.Worse, they quietly disappear.In this Greatest Hits episode of The Strategic Bookkeeper Podcast, Jeannie breaks down the three things your clients really want from you — and why understanding this changes how you attract, onboard and retain clients.When you deliver these three things, something shifts.Your clients value you differently.They stay longer.They refer others.And suddenly price is no longer the main conversation.Because you’re no longer seen as “the bookkeeper.”You’re seen as someone essential to the business.🎧 Listen now.—📌 Podcast resources:FREE Workshops: https://www.thestrategicbookkeeper.global/ The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetypeThe Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #AdvisoryBookkeeping #BetterClientRelationships #ClientExperience #BookkeepingPractice #GrowYourPractice #BookkeeperBusiness #TheStrategicBookkeeper

March 5, 2026Episode 15629 min

The Strategic Bookkeeper - EP157 - Greatest Hits: Naming & Taming the Critics (Part 2)

Your biggest critic isn’t your clients.It’s not even the market.It’s that voice in your head that whispers:“Who do you think you are?”“You can’t do that.”“You’re not ready!”And as you grow your bookkeeping practice… that voice can get incredibly loud.Here’s the truth:You cannot build the business and life of your dreams while constantly tearing yourself down.So in this week’s episode of The Strategic Bookkeeper Podcast, Jeannie is bringing back one of her Greatest Hits — a powerful conversation about taming the critic in your own mind.Not by pretending it isn’t there…But by learning how to move into a place of strength — and start speaking to yourself with the same respect, belief, and encouragement you give everyone else.🎧 Press play and tune in now.And while Jeannie is travelling around Australia doing the Big Lap, she’s also hosting a free live workshop for bookkeepers who want to build a stronger, more profitable practice — and a business that supports the life they want.You can get the details here: https://thestrategicbookkeeper.global/bookkeeping-blueprint —📌 Podcast resources:FREE Workshop: https://thestrategicbookkeeper.global/bookkeeping-blueprint The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetypeThe Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #InnerCritic #BookkeeperMindset #ConfidenceInBusiness #SelfLeadership #BookkeepingPractice #ProfitableBookkeeper #GrowYourPractice #BookkeeperLife #TheStrategicBookkeeper

February 26, 2026Episode 15622 min

The Strategic Bookkeeper - EP156 - Greatest Hits: How to make business networking work & enjoyable

So many bookkeepers say networking “doesn’t work”My friend… networking isn’t the problem.Lack of clarity is.Lack of strategy is.Inconsistency is.That’s exactly why this episode had to come back.In this week’s Greatest Hit, Jeannie breaks down the shift that helped her generate over $100,000 in one year — from networking aloneIt’s not by tap dancing for referrals.And definitely not by saying “Hi, I’m a bookkeeper” and hoping for the best.Because when you walk into a room without a clear message, without the right language, and without a plan… of course it feels awkward.And of course it “doesn’t work.”But when done properly, networking becomes a growth engine — profitable, predictable, and even enjoyable.🎧 EP156 is live now.And while Jeannie’s on the road doing the big lap, she’s also hosting a free live workshop for bookkeepers from Startup to Scaling. You can get the details here: https://thestrategicbookkeeper.global/bookkeeping-blueprint —📌 Podcast resources:FREE Workshop: https://thestrategicbookkeeper.global/bookkeeping-blueprint The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetypeThe Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #BusinessNetworking #ReferralMarketing #NetworkingStrategy #BookkeepingPractice #ProfitableBookkeeper #GrowYourPractice #TheStrategicBookkeeper