Isabel & Megan welcome Jo Wood to speak about the dynamic evolution of bookkeeping and accounting services. From Jo's entrepreneurial journey and what prompted her to build a community, a course and a podcast with more than 300 episodes.

Key Takeaways

Traditionally, bookkeepers were seen as mere record-keepers, tasked with managing financial transactions and generating reports. However, in today's dynamic business environment, they play a much more strategic role.

Best Moments

"I'm a big fan of pricing the cost of your retirement into the price of your product - it's not something I thought to do in the beginning but now I do so I can make the pension contributions to put me on track."

About the Guest Jo Wood is one half of the dream team behind "The Six Figure Bookkeeper” and is a serial entrepreneur who started her first business in 2003 following the birth of her son. She has started and failed multiple bookkeeping businesses and before achieving success with TSFB. Jo documents her journey and began an online community to help other bookkeepers avoid the same struggles she faced. Jo and her business partner Zoe have grown the community to over 20,000 members and sell courses and memberships to support bookkeepers. Jo also co-hosts a popular podcast called "The Bookkeepers Podcast.”

Connect with Jo Wood on LinkedIn: https://www.linkedin.com/in/jo-wood-bookkeeper-mentor/

About the Hosts Isabel Clark[Bella], a financial adviser and mother of two, is on a mission to empower individuals and small business owners to connect with their Fierce Future Financial selves. Her golf swing is appalling! Passionate about financial education, Bella also focuses on teaching children about finance and the behavioural science behind money management.

Megan Kindelin, originally from the Arizona desert, now calls the UK home after relocating during university. With a background in Food & Beverage Marketing, Megan's keen insight into human behaviour led her to retrain as a financial advisor. She's passionate about understanding her clients' mindsets around money to help them plan for the future.

Connect with the Hosts:

Connect with Bella on LinkedIn: https://www.linkedin.com/in/isabel-clark100/

Connect with Megan on LinkedIn: https://www.linkedin.com/in/megan-kindelin-06272a22/

Disclaimer

The information contained in the Famine, Feast and Tax Bills Podcast is provided for information purposes only. The contents of the Famine, Feast and Tax Bills Podcast is not intended to amount to advice and you should not rely on any of the contents of the Famine, Feast and Tax Bills Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Famine, Feast and Tax Bills Podcast. Isabel Clark, Mckenzie and Co. Financial Consultants and St. James’s Place disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Famine, Feast and Tax Bills Podcast.

Hosted on Acast. See acast.com/privacy for more information.