HeyJaredThe Strategic Bookkeeper Podcast
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.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
The Strategic Bookkeeper - EP173 - How to sell advisory (opens the original)
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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
The Strategic Bookkeeper - EP172 - The Future Of Bookkeeping: Start with a SWOT (Part 2) (opens the original)
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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
The Strategic Bookkeeper - EP171 - The Future Of Bookkeeping: Start with a SWOT (opens the original)
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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
The Strategic Bookkeeper - EP170 - Busy Bookkeeper Reset Q&A (opens the original)
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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
The Strategic Bookkeeper - EP169 - The Conversation we have to have (opens the original)
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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
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