find our links here: https://linktr.ee/6fb
In this refreshingly practical episode, Jo and Zoe share how bookkeepers can find clients without relying on social media. While both love online marketing (and even built their own social media tool, Journal), they recognise that not every bookkeeper feels confident online.
This conversation breaks down a simple three-level approach for finding clients offline — starting with your closest connections, expanding into local networks, and using local press to build authority. Packed with humour, relatable stories (including Zoe’s daughter’s accidental referral and the legendary “policeman and toddler” news story), the episode proves that visibility doesn’t have to mean viral.
Jo and Zoe reveal how to find bookkeeping clients without using social media. Discover the three levels of offline visibility that every bookkeeper can use to grow their practice locally — from word of mouth to newspaper features!
You’ll Learn:
Why your family and friends are your best first marketing team
How to confidently network (even if you hate networking)
The secrets to getting featured in local press and magazines
How to pitch your story to journalists the right way
The SEO benefits of appearing in online news
Resources Mentioned:
Building a StoryBrand by Donald Miller
Journal – Social media tool for bookkeepers
The Bookkeepers’ Collective training on press releases
-----------------------------------------------
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.
All content for The Bookkeepers' Podcast is the property of The 6 Figure Bookkeeper and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
find our links here: https://linktr.ee/6fb
In this refreshingly practical episode, Jo and Zoe share how bookkeepers can find clients without relying on social media. While both love online marketing (and even built their own social media tool, Journal), they recognise that not every bookkeeper feels confident online.
This conversation breaks down a simple three-level approach for finding clients offline — starting with your closest connections, expanding into local networks, and using local press to build authority. Packed with humour, relatable stories (including Zoe’s daughter’s accidental referral and the legendary “policeman and toddler” news story), the episode proves that visibility doesn’t have to mean viral.
Jo and Zoe reveal how to find bookkeeping clients without using social media. Discover the three levels of offline visibility that every bookkeeper can use to grow their practice locally — from word of mouth to newspaper features!
You’ll Learn:
Why your family and friends are your best first marketing team
How to confidently network (even if you hate networking)
The secrets to getting featured in local press and magazines
How to pitch your story to journalists the right way
The SEO benefits of appearing in online news
Resources Mentioned:
Building a StoryBrand by Donald Miller
Journal – Social media tool for bookkeepers
The Bookkeepers’ Collective training on press releases
-----------------------------------------------
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.
How to Price and Package Your Intermediate Bookkeeping Services
The Bookkeepers' Podcast
20 minutes 38 seconds
3 weeks ago
How to Price and Package Your Intermediate Bookkeeping Services
In this second instalment of their three-part series, Jo and Zoe dive into what it means to transition from offering basic bookkeeping to providing intermediate-level services. They explore how bookkeepers can move beyond reconciliations and historical data to become invaluable financial partners for their clients. The discussion covers cashflow forecasting, corporation tax provisions, KPI dashboards, and management accounts, showing how these skills give clients peace of mind and help them make confident business decisions.
Through relatable examples and practical advice, Jo and Zoe make advisory work feel achievable for every bookkeeper, demonstrating that the path to becoming indispensable starts with simple steps like daily bookkeeping, communication, and helping clients understand their numbers.
Topics Covered:
The difference between basic and intermediate bookkeeping
How to introduce cashflow forecasting
Simple tools and software (Xero, Float, Google Sheets)
Incorporating corporation tax provisions
Helping clients plan ahead with management accounts
Tracking KPI dashboards (financial + non-financial data)
Encouraging communication and proactive client relationships
-----------------------------------------------
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.
The Bookkeepers' Podcast
find our links here: https://linktr.ee/6fb
In this refreshingly practical episode, Jo and Zoe share how bookkeepers can find clients without relying on social media. While both love online marketing (and even built their own social media tool, Journal), they recognise that not every bookkeeper feels confident online.
This conversation breaks down a simple three-level approach for finding clients offline — starting with your closest connections, expanding into local networks, and using local press to build authority. Packed with humour, relatable stories (including Zoe’s daughter’s accidental referral and the legendary “policeman and toddler” news story), the episode proves that visibility doesn’t have to mean viral.
Jo and Zoe reveal how to find bookkeeping clients without using social media. Discover the three levels of offline visibility that every bookkeeper can use to grow their practice locally — from word of mouth to newspaper features!
You’ll Learn:
Why your family and friends are your best first marketing team
How to confidently network (even if you hate networking)
The secrets to getting featured in local press and magazines
How to pitch your story to journalists the right way
The SEO benefits of appearing in online news
Resources Mentioned:
Building a StoryBrand by Donald Miller
Journal – Social media tool for bookkeepers
The Bookkeepers’ Collective training on press releases
-----------------------------------------------
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.