The Bookkeepers' Podcast LIVE from The Bookkeepers' Summit with Suzannah Whelan of Sinclair Whelan

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman chat with Suzannah Whelan, founder of Sinclair Whelan Bookkeeping. Suzannah shares her 15-year journey of building a flexible and fulfilling practice in Billericay, Essex, supporting clients ranging from sole traders to limited companies and landlords.

Suzannah reflects on her evolution from a side hustle to a thriving solo practice, the challenges of transitioning clients to cloud-based systems, and the power of community and accountability. She offers valuable insights into pricing, confidence-building, and adapting to the future of bookkeeping.

What Listeners Will Learn:
Suzannah’s Journey: From a career in advertising to launching a bookkeeping practice as a working parent.
Transitioning to Cloud Systems: How Suzannah moved clients away from desktop software and hourly billing.
The Importance of Community: Building confidence and overcoming challenges with the support of accountability groups.
Fixed Pricing Strategies: Tips for shifting clients to fixed fees and managing scope creep.
Adapting to the Future: Embracing technology and sustainability as part of bookkeeping services.
Timestamps:
0:00 – Introduction
0:29 – Meet Suzannah Whelan
0:48 – An Overview of Suzannah’s Practice
2:03 – Starting a Practice as a Second Career
4:45 – The Power of Community in Bookkeeping
7:17 – Transitioning Clients to Cloud Software
9:46 – Fixed Pricing and Managing Scope Creep
11:52 – Building Confidence as a Business Owner
13:21 – The Future of Bookkeeping: Technology and Sustainability
14:20 – Closing Thoughts


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Disclaimer
The information contained in The Bookkeepers' Podcast is provided for informational purposes only and does not constitute advice. Professional advice should be obtained before acting on any content discussed. The 6 Figure Bookkeeper Ltd disclaims all responsibility for reliance on this information.