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The Bookkeepers' Podcast
The 6 Figure Bookkeeper
323 episodes
1 day ago
In this first video of a three-part series on finding bookkeeping clients, Jo and Zoe break down the beginner foundations you need in place to win your first few clients with confidence. They talk honestly about the fear, vulnerability and “baggage” that new bookkeepers bring when they leave employment, and why that very first client matters so much for your belief, validation and momentum. Through their own stories of landing first clients (via a husband’s creative contacts and a neighbour over the garden fence), they show how powerful your existing network can be when you give people a clear, repeatable message about what you do. The episode covers pricing your first jobs, why working for free often backfires, how branding and pricing are linked, and the practical basics you need: a simple online presence (LinkedIn + maybe a one-page website), a clear call to action to book a call, and local networking – approached as relationship-building, not “selling to everyone”. This sets the foundation for the next videos in the series on advanced and referral strategies. One of the biggest questions we see in the 6 Figure Bookkeepers community is: “How do I actually find bookkeeping clients?” In this first video of our three-part series, Jo and Zoe walk you through the beginner stage of finding clients – the foundations that make everything else easier: Getting clear on what you do and who you help in simple, repeatable language Using your nearest and dearest as your first “sales team” Setting up a basic online presence to validate you (even if you don’t have a website yet) Why pricing, branding and confidence are all linked How to use networking without feeling salesy or desperate You’ll also hear Jo and Zoe’s real stories of finding their first clients – from a freelancer friend needing reassurance on her tax return to a neighbour’s VAT returns that stayed at £50/month for far too long! This episode lays the groundwork so that advanced and referral strategies (coming in Videos 2 and 3) actually work. ----------------------------------------------- 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.
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In this first video of a three-part series on finding bookkeeping clients, Jo and Zoe break down the beginner foundations you need in place to win your first few clients with confidence. They talk honestly about the fear, vulnerability and “baggage” that new bookkeepers bring when they leave employment, and why that very first client matters so much for your belief, validation and momentum. Through their own stories of landing first clients (via a husband’s creative contacts and a neighbour over the garden fence), they show how powerful your existing network can be when you give people a clear, repeatable message about what you do. The episode covers pricing your first jobs, why working for free often backfires, how branding and pricing are linked, and the practical basics you need: a simple online presence (LinkedIn + maybe a one-page website), a clear call to action to book a call, and local networking – approached as relationship-building, not “selling to everyone”. This sets the foundation for the next videos in the series on advanced and referral strategies. One of the biggest questions we see in the 6 Figure Bookkeepers community is: “How do I actually find bookkeeping clients?” In this first video of our three-part series, Jo and Zoe walk you through the beginner stage of finding clients – the foundations that make everything else easier: Getting clear on what you do and who you help in simple, repeatable language Using your nearest and dearest as your first “sales team” Setting up a basic online presence to validate you (even if you don’t have a website yet) Why pricing, branding and confidence are all linked How to use networking without feeling salesy or desperate You’ll also hear Jo and Zoe’s real stories of finding their first clients – from a freelancer friend needing reassurance on her tax return to a neighbour’s VAT returns that stayed at £50/month for far too long! This episode lays the groundwork so that advanced and referral strategies (coming in Videos 2 and 3) actually work. ----------------------------------------------- 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.
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Business
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Episode 335: How to Price Bookkeeping Services (And How to Re-price without Losing ALL YOUR CLIENTS)
The Bookkeepers' Podcast
29 minutes 8 seconds
3 months ago
Episode 335: How to Price Bookkeeping Services (And How to Re-price without Losing ALL YOUR CLIENTS)
⬇️ Resources for Bookkeepers linktr.ee/6fb ⬇️ Take part in the Summer Survey to find out what other bookkeepers are charging. https://6fbsummer.scoreapp.com/p/summer2025 ⬇️ Join The Bookkeepers' Collective https://6figurebookkeeper.com Jo Wood and Zoe Whitman dive into one of the most frequently asked questions in the bookkeeping community - how should you price your services? Drawing on insights from their summer pricing survey and real-world experiences, Jo and Zoe break down the pitfalls of hourly rates, the importance of value-based pricing, and how to confidently transition to fixed fee models. They explore how efficiency, technology, and mindset impact profitability, and share how to build a pricing strategy aligned with your lifestyle, capacity, and goals. You’ll also learn about the gold standard service model and how to design packages that reflect the true value you provide as a bookkeeper and finance professional. What Listeners Will Learn Why hourly pricing can cap your income and reduce your profitability. How to position your services based on outcomes and value. What bookkeepers are actually charging based on current survey data. How to design and price a “gold standard” monthly bookkeeping service. The impact of tech and efficiency on hourly-based income. How to reverse-engineer your pricing based on income goals. Strategies for repricing clients without losing your business. The importance of understanding your ideal client when pricing. ----------------------------------------------- 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
In this first video of a three-part series on finding bookkeeping clients, Jo and Zoe break down the beginner foundations you need in place to win your first few clients with confidence. They talk honestly about the fear, vulnerability and “baggage” that new bookkeepers bring when they leave employment, and why that very first client matters so much for your belief, validation and momentum. Through their own stories of landing first clients (via a husband’s creative contacts and a neighbour over the garden fence), they show how powerful your existing network can be when you give people a clear, repeatable message about what you do. The episode covers pricing your first jobs, why working for free often backfires, how branding and pricing are linked, and the practical basics you need: a simple online presence (LinkedIn + maybe a one-page website), a clear call to action to book a call, and local networking – approached as relationship-building, not “selling to everyone”. This sets the foundation for the next videos in the series on advanced and referral strategies. One of the biggest questions we see in the 6 Figure Bookkeepers community is: “How do I actually find bookkeeping clients?” In this first video of our three-part series, Jo and Zoe walk you through the beginner stage of finding clients – the foundations that make everything else easier: Getting clear on what you do and who you help in simple, repeatable language Using your nearest and dearest as your first “sales team” Setting up a basic online presence to validate you (even if you don’t have a website yet) Why pricing, branding and confidence are all linked How to use networking without feeling salesy or desperate You’ll also hear Jo and Zoe’s real stories of finding their first clients – from a freelancer friend needing reassurance on her tax return to a neighbour’s VAT returns that stayed at £50/month for far too long! This episode lays the groundwork so that advanced and referral strategies (coming in Videos 2 and 3) actually work. ----------------------------------------------- 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.