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In this our first episode of 2026, I’m joined by Zoe Whitman and Jo Wood, the inspiring co-founders of The Six Figure Bookkeeper. Together, we discuss their journeys from humble beginnings and personal challenges to building a thriving global community for bookkeepers. Discover key insights on community, overcoming self-doubt, business partnerships, and using adversity as fuel for success. 🚀
Don’t miss the opportunity to take the first step towards a more fulfilling life. Book your complimentary clarity call today and discover how Will Polston can help you achieve the success you deserve. 💡 https://willpolston.com/book-a-call/
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Video Chapters
00:00 - Introduction
00:01 - Welcoming Zoe & Jo and how this unique partnership began
01:13 - Jo’s early career, breaking stereotypes, and forging her own path
04:17 - The birth of the Six Figure Bookkeepers Club and building a community from 60 to 33,000 members
06:03 - Zoe’s entry, vision alignment, and leveraging strengths in partnership
09:11 - The drive behind ambition and influence of family backgrounds
13:12 - The role of self-worth, overcoming limiting beliefs, and lessons from past failures
15:46 - The importance of role models and personal mission (“North Star”)
18:18 - Zoe’s personal story: overcoming adversity, finding independence, and supporting family
25:18 - Creating business synergy, challenges and successes of partnership
29:59 - Aligning values, managing conflict, and work-life balance as business partners
33:26 - The vital role of coaching, mentorship, and investing in personal growth
39:09 - What makes a great bookkeeper and how business owners should choose one
44:06 - Demystifying compliance vs value-add in accounting and bookkeeping
45:49 - Real-world experience, practical learning, and closing the education gap
47:47 - Launching HeyMonika: solving “burning hair” industry problems with technology
51:46 - Recognizing themselves as technology founders and embracing new identities
55:01 - Envisioning the next chapter and breaking through glass ceilings
63:08 - Final questions: failures, vulnerability, and advice for those listening
70:22 - Closing remarks and invitation to stay in touch
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Check out Hey Monika! here: https://www.heymonika.com/
About:
I am dedicated to helping individuals and businesses unlock their true potential through expert coaching and training programs. I'm passionate about empowering others to achieve their dreams and live a life they love.
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Grow your bookkeeping business, shatter self-worth limits, transform your career, build thriving communities, overcome failure, unlock financial freedom, defeat imposter syndrome, level-up with coaching, master money mindset, achieve business success, and finally discover the true power of mentorship for unstoppable growth!
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