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The Bookkeepers' Podcast

The Bookkeepers' Podcast

Written by: The 6 Figure Bookkeeper
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Episodes
  • Why a Bookkeeper Isn't Work Ready (and How To Fix it)

    Why a Bookkeeper Isn't Work Ready (and How To Fix it)
    May 14 2026
    In the 6 Figure Bookkeeper, a recurring discussion revolves around the challenge of gaining work experience in bookkeeping, especially for those aspiring to become a bookkeeper. This episode tackles how to overcome the hurdle of not having a bookkeeper job when you need experience. We dive into practical bookkeeping tips and strategies to build confidence and start your bookkeeping business, even from home. Visit HeyMonika: https://www.heymonika.com/ Realistic client practice for bookkeepers and accountants without touching real accounts! ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:35 - Introduction to Hey Monica 00:01:25 - The Challenges of Retraining 00:02:24 - The Gap in Training 00:04:02 - The Need for a Solution 00:07:07 - The Journey of Hey Monica 00:10:26 - The Evolution of Hey Monica 00:13:02 - The Future of Hey Monica 00:15:07 - Workplace Readiness and Exam Conditions 00:16:33 - The Development of HeyMonica 00:17:42 - The Risk and Potential of HeyMonica 00:18:21 - The Importance of Networking and Learning 00:19:00 - The Decision to Split Leadership 00:25:01 - The Importance of Passion and Market Need 00:27:46 - The Origin Story of HeyMonica 00:30:11 - Early Interest in Teaching and Learning 00:31:45 - The Importance of Financial Literacy 00:36:50 - The Vision for HeyMonica 00:37:10 - Upcoming Developments for HeyMonica 00:43:15 - The Importance of User Feedback 00:46:24 - Closing Remarks #bookkeeper
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    47 mins
  • This Bookkeeper Built a 300-Client Practice

    This Bookkeeper Built a 300-Client Practice
    May 7 2026
    We sit down with Julie Williams on the Bookkeepers Podcast, sponsored by Xero, to discuss building a successful bookkeeping practice. This episode provides valuable insights into operational strategies for business growth and the importance of digitalisation. We also touch upon the broader aspects of accounting and finance for small business. Connect with Julie: https://www.holliesbookkeeping.co.uk/ 3 Part Webinar Series: https://resources.6figurebookkeeper.com/master-making-tax-digital-with-xero-the-6-figure-bookkeeper ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:26 - Julie's Background and Practice 00:01:00 - Julie's Journey into the Profession 00:06:53 - Julie's Experience with Sales and Client Acquisition 00:12:23 - Building Trust with Clients 00:12:33 - Growth of Julie's Practice 00:13:02 - Expansion of the Team and Office 00:15:37 - Adding New Team Members 00:16:09 - Transition to a Limited Company and Growth 00:16:29 - Client Base and Revenue 00:18:08 - Hiring and Team Management 00:21:07 - Making Tax Digital: Introduction and Client Impact 00:21:36 - Transitioning Clients to Digital Platforms 00:28:34 - Julie's Experience with the Bookkeepers Collective 00:29:30 - Reflections on the Luca Awards 00:31:12 - Participation in Fab and Team Building 00:31:36 - Assessing and Updating Operational Platforms 00:32:06 - Challenges with Current Management Systems 00:33:23 - Pricing Strategy and Client Communication 00:33:54 - Implementing Making Tax Digital (MTD) for Clients 00:35:10 - Encouraging Clients to Separate Personal and Business Accounts 00:36:47 - MTD Rollout and Client Resistance #bookkeeper
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    39 mins
  • The Bookkeeper Mistake That Makes Advisory Impossible

    The Bookkeeper Mistake That Makes Advisory Impossible
    Apr 30 2026
    So you keep hearing that you need to offer an advisory service, but what do you need to do before you can even offer that service? In this episode, we dive into the fundamentals of setting up an advisory service with Kieran Lotze from SYFT. Kieran shares insights on how to integrate analytics into your workflow and the importance of data health. With the right tools, you can transform your bookkeeping practice and provide immense value to your clients. Ps. If this podcast got you thinking, we'd love for you to join our upcoming three-part workshop series with Syft. It starts on 11th May, with replays available if you can't join live. Register here ➡️ https://resources.6figurebookkeeper.com/syft Activate Syft ➡️ https://www.xero.com/uk/syft-from-xero/ About Syft ➡️ https://www.syftanalytics.com/ ------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------- 00:00:00 - Introduction 00:00:19 - Guest Introduction 00:00:46 - Kieran's Role at SYFT 00:01:39 - Kieran's Background 00:02:41 - What is SIFT? 00:05:00 - Kieran's Connection to SYFT 00:06:09 - Data Health and Advisory 00:07:10 - The Importance of Data Health 00:11:53 - The Impact of AI and Automation on Data Health 00:15:14 - Empowerment through Knowledge 00:16:42 - The Role of Xero in Data Health 00:16:51 - Efficiency through Automation 00:17:17 - The Importance of Receipt Management 00:18:40 - SIFT Review: Anomaly and Data Health Detection Tool 00:19:32 - The Value of Real-Time Data 00:20:04 - Understanding the Client's Perspective 00:20:58 - The Importance of Storytelling in Client Communication 00:21:59 - The Journey of a Receipt 00:22:11 - The Impact of Rising Prices 00:22:37 - The Role of Subscriptions in Business Workflow 00:25:34 - The End-to-End Process from a Xero Point of View 00:26:51 - The Difference between Xero Analytics and SYFT Analytics 00:28:15 - The Role of Advisory Services 00:30:11 - Bridging the Gap between Professional and Coaching Services 00:31:27 - The Role of Cash Flow in Business 00:31:51 - Choosing the Right Tools for Your Practice 00:33:41 - The Difference between Xero and SYFT Analytics 00:35:00 - The Value of SIFT for Your Practice 00:37:21 - The Importance of Testing and Choosing the Right Tools 00:40:03 - Upcoming SIFT Series Announcement 00:41:07 - The Success Story of an Accountant Using SYFT 00:42:22 - Connecting with Kieran and SYFT #bookkeeper
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    43 mins
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