Listen Now

Hi, I'm Amy Hooke, the founder of The Savvy Bookkeeper, and Business Mentor who helps smart bookkeepers become “business savvy bookkeepers”. In this podcast series, I'll be telling my ‘bookkeeping business story', and sharing my bookkeeping business vision, beginning with how I originally got started, what went wrong, how I fixed it, and how I transitioned away from being ‘on the tools' to having a profitable online business that runs without me. During this episode, I'll be telling my story about some of the 'band-aid' solutions I tried using to fix the problems I thought I had. See omnystudio.com/listener for privacy information.

Hi, I'm Amy Hooke, the founder of The Savvy Bookkeeper, and Business Mentor who helps smart bookkeepers become “business savvy bookkeepers”. In this podcast series, I'll be telling my ‘bookkeeping business story', and sharing my bookkeeping business vision, beginning with how I originally got started, what went wrong, how I fixed it, and how I transitioned away from being ‘on the tools' to having a profitable online business that runs without me. During this episode I'll be telling my story about why I decided to start working for myself, and how I got my first client. See omnystudio.com/listener for privacy information.

Hi, I'm Amy Hooke, the founder of The Savvy Bookkeeper, and Business Mentor who helps smart bookkeepers become "business savvy bookkeepers". In this podcast series I'll be telling my 'bookkeeping business story', beginning with how I originally got started, what went wrong, how I fixed it and how I transitioned from 'hands on bookkeeping' to a business that runs without me. In the beginning, I tried to "grow" my business by trying to fit into other people's dreams and goals. In this series I'll share what sparked my transition away from using other people's ideas of success as a measure my own, and towards building a business which is aligned with my own goals, vision and life purpose. See omnystudio.com/listener for privacy information.

In this episode, Amy and Maia talk about why traditional business plans are not relevant to bookkeepers today. We show how a client-centric business plan helps you understand your client's problems better. By following this process, you can attract better clients, better staff and have more profit in your business to reward yourself. Listen in to learn the following tips on how to Plan for Growing or Starting your Bookkeeping Business: What's included in the Savvy business plan What's included in Bookkeeping Business Foundations eCourse Why our business plan is so different from a traditional business plan How doing business in the right order can save you time, stress and help you earn more Useful links: Learn more about Savvy's 6 Step Business Plan and related programs: thesavvybookkeeper.com/businessplan See omnystudio.com/listener for privacy information.

In this insightful episode of The Bookkeepers' Voice, as we take you into the world of lead generation for bookkeeping businesses.    Listen in as we discuss how 'digital research driven’ lead generation processes have recently made it more difficult to create genuine loyalty when it comes to landing new bookkeeping clients.  We'll also be talking all things 'Fickle Leads' which are potential clients who are typically hard to connect with. We'll be discussing everything from how to gain their loyalty and sharing our tips for capturing them successfully.  Key Takeaway: "Learn how to recognise a bookkeeping fickle lead and automate your follow up process." Useful Links: The Savvy Bookkeeper - DIY Websites The Savvy Membership   See omnystudio.com/listener for privacy information.

Join us for this brand NEW episode of The Bookkeepers' Voice as we are excited to be interviewing a very special guest, Andrew Hunzicker, who is the founder of DOPE CFO and the CFO College. For those of you who don’t know, Andrew is a CPA which means that he is an expert in start-ups, CFO services, turnaround and high-growth strategies, capital sourcing, merger and wealth protection. In this episode, Andrew shares his expertise on start-ups, virtual business and 5 things that he believes make for a good niche concept. Andrew will also be sharing some bookkeeping industry specific tips - so this episode is not to be missed! Key Takeaway: "Opportunities are out there for bookkeepers to continually niche down and increase their profits." Useful Links: Andrew Hunzicker - LinkedIn Profile DOPE CFO - Facebook Page DOPE CFO - Instagram DOPE CFO - Twitter DOPE CFO - YouTube DOPE CFO - Website The CFO College - Website See omnystudio.com/listener for privacy information.

In this episode of The Bookkeepers' Voice, we wrap up our 'EOFY Throwback Series' which was put together so you can be organised in the lead up to EOFY! Last week was all about optimisation and how you can automate and streamline the entire workflow process to save you time and Non-Billable Admin headaches.. In this final #throwback episode of our EOFY series, we share 4 types of bookkeeping onboarding templates, why each are so important, where they fit into the process and how they are going to make your life so much easier this EOFY season! From email templates to proposals, to onboarding templates and authority templates – we've covered them all! If you've ever had any questions about what kinds of templates other bookkeepers use – this is the episode for you! Key takeaway: “When you have templates and a good system, your Onboarding Process is going to be effortless!" Useful links: Email Templates: New Client On-boarding (Company) New Client On-boarding (Sole Trader) Accountant Introduction Reminder Receipt Bank Login Monthly Client Reminders Review Request Email Template Series Proposal Templates: Bookkeeping Proposal for New Clients v1.0 Bookkeeping Proposal v2.0 with Engagement Letter + Terms & Conditions Onboarding Templates: New Client Bookkeeping Getting Started Guide Onboarding Workflow Infographic New Client Form Authority Templates: SuperStream Authority BAS Provider (BASP) Authority STP 12 Month Enduring Authority Other things mentioned: Episode #89 From Traditional to Extraordinary with Sharon Crombie from MicroChilli PandaDoc See omnystudio.com/listener for privacy information.

Join us for another episode of The Bookkeepers' Voice, as we continue with our 'EOFY Throwback Series' so you can be organised in the lead up to EOFY! In last week's episode, we discussed the importance of Onboarding as part of a bookkeeping business as it sets the foundation for you and your clients. Getting it right EVERY time is also crucially important.  In this #throwback episode, we discuss how you can optimise, automate and streamline the entire workflow process to save you time and Non-Billable Admin headaches this EOFY season. Key Takeaway: "Reduce the need for pesky client follow ups during the busy EOFY season and systemise your Onboarding Process today!" Useful links:  Template - Onboarding New Clients Template - New Client Bookkeeping Getting Started Guide   See omnystudio.com/listener for privacy information.

Tune in to another episode of The Bookkeepers' Voice, as we continue with our 'EOFY Throwback Series.' We're bringing you this series so you can be organised in the lead up to EOFY! In this episode, we'll be throwing back to an episode where Maia and Angie discuss one of their favourite topics - 'Onboarding,' and how it can be systemised to make your life easier. Did you know that by utilising a streamlined Onboarding process, you'll not only avoid an EOFY stress, but you'll change the way you do business forever! So join us and learn how you can increase your client loyalty and retention through a systemised onboarding process along with the use of Savvy templates and processes. Key takeaway: "By getting your Onboarding Processes out of your head and onto a workflow your EOFY can be stress free and streamlined." Useful Links: Infographic - Onboarding Workflow See omnystudio.com/listener for privacy information.

Join us on The Bookkeepers' Voice as we bring you the third episode of our 'EOFY Throwback Series.' In this episode, we discuss improving your knowledge, reducing your risk and winning more bookkeeping clients. So what does this mean? We’re talking about bookkeeping and rescue jobs! As your business evolves, so does your processes, pricing and most importantly - health checks. So we've also included a #throwback episode where Amy Hooke discusses the challenges of scoping rescue jobs and why you should always perform bookkeeping health checks before providing a quote or taking on a new client. Key Takeaway: "Stop wasting time stumbling through Health Checks and gain the templates that will help you optimise the process!" Useful links: Masterclass - Bookkeeping Health Check Free Health Check Templates See omnystudio.com/listener for privacy information.

Join us for another episode of The Bookkeepers' Voice, as we continue with our insightful 'EOFY Throwback Series,' so you can be prepared in the lead up to EOFY! This week, we'll be discussing the ongoing headache of pricing our services - because seriously - who likes focusing on their pricing?! After all, it’s a tedious task and hard to know if you’ve got it right. Throwing it back - Amy also discusses what to do about Non-Billable Time and how to achieve Pricing for Profit within your business. So whether you're new to this industry or you’ve been in the game for decades, this is an episode you don’t want to miss out on! Key Takeaway: "Save up to 15 hours creating profitable quotes for your EOFY jobs."  Useful Links: Product - Pricing Catalogue   See omnystudio.com/listener for privacy information.

Join us on The Bookkeepers' Voice, as we begin our exciting 'EOFY Throwback Series,' so you can be prepared in the lead up to EOFY! As the guru and founder of The Savvy Bookkeeper, Amy Hooke is a big believer in doing things in the right order. So in this episode, and now that EOFY is upon up, we'll be chatting about the importance of having your foundations sorted and in the right order to avoid an EOFY headache! Throwing it back - Amy also uncovers some alarming statistics about Australian small businesses which will help you understand the bigger picture and why Bookkeepers are SO important.  Key Takeaway: "By getting your business foundations in order from the beginning, your EOFY will fall into place!" Useful Links:  Product - Get Savvy! Business Foundations Program See omnystudio.com/listener for privacy information.

Join us for another episode of The Bookkeepers Voice' as we interrupt our Stress Series because EOFY is only around the corner! In this episode, we'll be sharing the details on an insightful 'EOFY Throwback Series' we'll be bringing you that will cover everything you need to be prepared for in the lead up to EOFY. So tune in over the next 6 weeks as we share some of our most memorable #throwback podcasts along with some additional templates and processes to help you implement each episode topic into your business right now for EOFY. Key Takeaway: "It’s bookkeeping season. Let’s get our templates and processes prepared for this busy End Of Financial Year season ahead." Useful Links: Podcast - The Bookkeepers Voice The Savvy Bookkeeper - Templates and Resources See omnystudio.com/listener for privacy information.

Join us for another insightful episode of The Bookkeepers Voice' as Amy Hooke, owner and founder of The Savvy Bookkeeper and Off the Hook Bookkeeping once again takes over the Podcast! For our last episode, Amy was joined by Savvy Client Relationship Manager Angie as they discussed the importance of managing stress levels as a bookkeeper and business owner. In this episode, Amy chat's with our Practice Manager, Maia Coghlan to discuss some Savvy Tips on Managing Bookkeeping and Workflow Stress. Key Takeaway: "By learning how to create a successful balance between work and home you’re able to increase your profits, productivity and overall happiness." Useful Links: Podcast Ep #111 - Tips to Managing Your Bookkeeping Inbox Priorities Masterclass   Podcast Ep #72 - Setting SMART Goals and Maintaining Your Focus With Maia Coghlan and Amy Hooke   Savvy Business Stress Test   Blog Post - 5 Steps to Banishing Invoicing Stress Forever   Blog Post - Diagnose your stress level to work smarter, not harder See omnystudio.com/listener for privacy information.

For this exciting episode of The Bookkeepers Voice' as we welcome back the owner and founder of this very podcast, The Savvy Bookkeeper and Off the Hook Bookkeeping - Amy Hooke!  Tune in for the beginning of a three part Podcast Series that will focus on Managing Stress. Over the next three episodes, Amy will be interviewing a few members of the Savvy team to chat about stress and how it can affect our bookkeeping businesses, our workplace and our lives in general.  In this episode, Amy will be interviewing our lovely Client Relationship Manager Angie Martin who many of you already know from past podcast episodes. Key Takeaway: "Your energy is like a budget - you can spend all you want but eventually you need to replenish your ‘account’ to keep you going." Useful Links:  The Savvy Bookkeeper - Business Stress Test Blog post - 5 Steps to Banishing invoice stress Blog post - Business Coaching Stress Podcast - Workplace anxiety and depression\ See omnystudio.com/listener for privacy information.

For this special episode of The Bookkeepers' Voice, Angie Martin is joined by Small Business Consultant and owner of Bishop’s Bookkeeping Solutions, Sarah-Jane!  As a client of The Savvy Bookkeeper and part of our Savvy Membership, Sarah-Jane is one of our superhero Bookkeepers, who not only runs a successful business, but does so alongside her husband Anthony while they raise their 4 children and fur-babies. In this episode, you'll hear all about Sarah-Jane's background and how her bookkeeping journey began. As an automation 'Queen,' Sarah-Jane will also share how she used automations to help keep her business running during a recent interstate move and now ongoing. Key Takeaway: "Through the use of automations you can put your family first while making sure your bookkeeping business flourishes." Useful Links:  Product Feature - Marketing Masterclass (Value's exercise) Product Feature - Savvy Membership Bishop’s Bookkeeping Solutions - Facebook Page Sarah-Jane - LinkedIn Profile Bishop’s Bookkeeping Solutions - Website Bishop’s Bookkeeping Solutions - LinkedIn Page   See omnystudio.com/listener for privacy information.

In this insightful new episode of The Bookkeepers' Voice, Angie Martin gets real with ALL bookkeepers after what was undoubtedly a difficult 2020. Join us as Angie will be reflecting on the challenges of 2020 and how so many people are still struggling as a result of bushfires, floods and the Covid-19 pandemic. As bookkeepers, we all know that our industry has worked so hard to create a professional, refined and almost perfect face. Why? Because so many of us felt that our clients expected it, as well as our industry. However now is the time to stop being perfect because after all - no one is and no business is. In fact, now is the perfect time as an industry to get more comfortable in pulling back the curtain and showing the amazing business owners we are and that we too are human.  Key Takeaway: "Stop trying to be so perfect." Useful Links:  Bookkeepers Business Stress Test Blog: Bookkeeping with a Positive Mindset Blog: How to Stay Sane While Working at Home as a Bookkeeper Blog: Business Mentoring Insights: Why You Need Self-Awareness See omnystudio.com/listener for privacy information.

Join us for another episode of The Bookkeepers' Voice, as Angie Martin is once again joined by our amazing practice manager, Maia Coghlan! This episode will be wrapping up our Organisational Series with a very important topic and one we absolutely love - Email Inbox Management!  Listen in as we share some problems that bookkeepers typically come across (i.e. our inboxes always overflowing with mountains of irritation and stress), to some fabulous solutions that will help you get your email under control and increase productivity. We'll also be sharing our 12 Tricks to Managing Your Bookkeeping Inbox! Remember, At the end of the day, your emails are just a tool for you to get your tasks done - you shouldn’t be a slave to them! Key Takeaway: "By getting your email under control you will increase your productivity, decrease your feeling of stress and overwhelm and increase your level of customer satisfaction." Useful Links: Priorities Masterclass Email Templates Podcast Episode #72 - How to achieve Bookkeeper performance goals Blog Post - How to set SMART Goals for Bookkeepers  See omnystudio.com/listener for privacy information.

Once again we're excited to bring you another new episode of The Bookkeepers' Voice. For this episode, our host Angie Martin is again joined by our incredible practice manager, Maia Coghlan! Last week we discussed all things organisation and how Bookkeepers can best manage their documents in the digital age. Following on from this insightful episode, we thought we'd discuss more specifically the types of Digital Tools that can help us keep up to date with client files and save us time on a daily basis. Key Takeaway: "There are a heap of tools that can help save you time and money in running your business" Useful links:  The Savvy Bookkeeper - Priorities Masterclass Podcast Ep #072 Setting SMART Goals and Maintaining Your Focus Blog Post - SMART goals for Bookkeepers Template - Onboarding new clients See omnystudio.com/listener for privacy information.

In this new and insightful episode of The Bookkeepers' Voice, Angie Martin is joined by fellow Savvy team member Maia Coghlan. With more and more bookkeepers going virtual in the digital age, we are receiving many questions from our Savvy Members regarding how best to organise their bookkeeping documents.  So in this episode - listen in as Maia, who keeps Off The Hook Bookkeeping and the Savvy Team organised, chats with Angie Martin about our tips for managing your documents so you can say goodbye to poor time management and disorganisation. Key Takeaway: "Learn how to use Digital Filing Systems to help empower you to be organised and productive." Useful Links: Priorities Masterclass The Savvy Bookkeeper - Facebook The Savvy Bookkeeper - Instagram Off The Hook Bookkeeping - Facebook Off The Hook Bookkeeping - Instagram See omnystudio.com/listener for privacy information.