The Value Pricing Podcast

Mark Wickersham
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Jan 19, 2026 • 38min

How to Automate More of Your Firm with Agent Mode in ChatGPT

What if ChatGPT could do the work, not just talk about it?In this episode, we explore Agent Mode and how it automates real tasks inside your firm.From deep research to clicking through software, fixing issues, and building spreadsheets.We cover bookkeeping, competitor research, lead generation, and client advisory use cases.This is practical AI you can use right now.Fast. Powerful. Game-changing. The latest episode of the Value Pricing Podcast is now available: How to Automate More of Your Firm with Agent Mode in ChatGPT In today's episode you will learn: What Agent Mode is and why it changes everythingHow deep research and action combine to automate workReal examples for bookkeeping, payroll, and bank feed fixesSmarter competitor research using reviews, forums, and sentimentHow Agent Mode supports lead generation and advisory services Don’t miss out on discovering how Agent Mode can transform ChatGPT from a chatbot into a powerful automation engine for your firm. Listen now! 
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Jan 5, 2026 • 38min

5 Prompting Upgrades You Need for GPT-5 and Agent Mode

GPT-5 has changed the rules—are your prompts keeping up?Discover five practical prompting upgrades that dramatically improve results with GPT-5 and Agent Mode.Learn why prompt engineering is more important than ever, and how small structural changes can unlock better reasoning, accuracy, and control.We break down real examples, including meta-prompting and planning-before-execution techniques you can use immediately.If GPT-5 has felt frustrating or unpredictable, this episode shows you exactly how to fix it.Sharper prompts. Smarter agents. Better outcomes—starting now. The latest episode of the Value Pricing Podcast is now available: 5 Prompting Upgrades You Need for GPT-5 and Agent Mode In today's episode you will learn: Why GPT-5 demands clearer, more structured prompts than beforeFive practical prompting upgrades for better accuracy and controlHow planning before execution improves GPT-5 reasoning dramaticallyWhen to use instant, thinking, and agentic workflows effectivelyHow meta-prompting upgrades old prompts for GPT-5 performance Don’t miss out on learning how to take back control of GPT-5 and turn smarter prompting into consistently better results. Listen now! 
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Nov 24, 2025 • 45min

New to ChatGPT? Start Here (Features, Tips & Everyday Use Cases)

Are you still using Google for everything? It’s time to meet your real digital assistant. In this episode, we explore how to use ChatGPT in everyday life — from creating dinner with fridge leftovers to translating menus on holiday, planning your next trip, or understanding health data. We’ll reveal clever ways to get personalised recommendations, decode legal documents, and even fix household problems… all with a free account. Ever wondered how to teach ChatGPT your beer preferences? You’ll love this. This isn't about business – it’s personal, practical, and packed with real-life examples.  Tune in to discover how AI can save you time, money, and stress in ways you’ve never imagined. The latest episode of the Value Pricing Podcast is now available: New to ChatGPT? Start Here (Features, Tips & Everyday Use Cases) In today's episode you will learn: How to get amazing results using ChatGPT’s free accountFun and clever ways to use AI in daily lifeHow to plan travel, translate menus, and fix things fastTips for tracking health, fitness, and understanding medical dataHow to get smarter recommendations for food, books, beer & moreThe secret to writing powerful prompts and saving hours of time Don't miss out on the practical AI tips that can transform your daily life — all with a free ChatGPT account! Listen now! 
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12 snips
Nov 10, 2025 • 35min

Why You Can’t Analyse Client Data (Unless You Do THIS)

Discover how to safely analyze client financial data using ChatGPT with essential guidelines for compliance. Learn the serious risks of using free and Plus plans that may violate GDPR. Explore prompt engineering techniques for better outputs and the significance of client consent. Find out how the Teams plan offers a GDPR-compliant solution while retaining security. Mark also shares insights on local AI models as a privacy safeguard and the importance of having firm AI policies for smarter client reporting.
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Oct 27, 2025 • 30min

Referrals Made Easy for Bookkeepers and Accountants with ChatGPT

What if you could turn referrals into a predictable, repeatable system instead of relying on luck? In this episode, we explore how to win more high-quality clients through smart, structured referral marketing. Discover the best times to ask for referrals — and how to make it effortless for clients to say yes. We’ll show you how to create a service that’s so valuable, your clients can’t help but talk about it. Plus, learn how ChatGPT can help you craft powerful referral emails, forms, and scripts that actually work. Imagine having happy clients who send you more happy clients — all while saving you time and energy. Tune in now and find out how to make referrals easy, enjoyable, and part of your everyday system. The latest episode of the Value Pricing Podcast is now available: Referrals Made Easy for Bookkeepers and Accountants with ChatGPT In today's episode you will learn: How to build simple systems that generate consistent referrals.The best times to ask clients for introductions.Ways to make your service truly worth referring.How to collect powerful feedback and success stories.Smart ways to use ChatGPT to automate referral requests.Tips to make asking for referrals natural, not awkward. Don’t miss out on this episode packed with practical strategies, real examples, and AI-powered tips to help you attract more dream clients through effortless referrals. Listen now! 
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Oct 13, 2025 • 39min

The Bookkeeping Practice BluePrint

Are you running a thriving practice, or just busy and broken? Jeannie Savage reveals how she doubled her profits in just one year. Discover the Bookkeeping Practice Blueprint, a powerful framework designed to help bookkeepers move from surviving to scaling. We talk value pricing, productized services, and the future of bookkeeping. Find out how AI can create new opportunities for advisory work. This is not just theory — it’s a roadmap for building a business that gives you more profit, more freedom, and more impact. Practical tips. Real stories. Big inspiration. The latest episode of the Value Pricing Podcast is now available: The Bookkeeping Practice BluePrint In today's episode you will learn: How Jeannie doubled her profits through value pricing.Why the Bookkeeping Practice Blueprint transforms busy firms.The secret to shifting from bookkeeper to advisor.How to productize services and stack client value.Ways AI can power new advisory opportunities.The mindset needed to grow and scale successfully. Don’t miss out on this inspiring episode packed with practical strategies to transform your bookkeeping practice and unlock new opportunities for growth. Listen now! 
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Sep 29, 2025 • 41min

Stop Guessing with ChatGPT: Use Prompts That Actually Work

Are you still guessing with ChatGPT prompts?  Discover how prompt templates can save you time, deliver better results, and transform the way you work.  In this episode, we reveal three powerful prompts every accountant and business owner should know. Learn why context, specificity, and role assignment are the keys to unlocking ChatGPT’s true potential.  You’ll also see how a simple “prompt library” can become your secret productivity system.  Imagine turning hours of work into minutes… that’s what these prompts can do.  This one is packed with insights you don’t want to miss. The latest episode of the Value Pricing Podcast is now available: Stop Guessing with ChatGPT: Use Prompts That Actually Work In today's episode you will learn: How to build time-saving prompt templates for recurring tasksWhy context and specificity transform ChatGPT’s quality of outputA step-by-step prompt for financial statement analysisHow to systemise any business with a process mapSimple ways to generate fresh marketing and content ideasThe power of a prompt library to boost productivity Don’t miss out on this episode packed with practical prompts, smart strategies, and time-saving tips to help you get the very best out of ChatGPT. Listen now! 
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Sep 15, 2025 • 51min

Build a Magnetic Personal Brand with ChatGPT

What makes some accountants magnetic while others blend in?  This podcast dives into the power of personal branding.  You’ll discover how authenticity, values, and even your quirks can give you a competitive edge over faceless firms. We share why video is powerful and why human connection matters in an AI world.  You’ll hear how accountants shape their brand around what matters most.  This isn’t about faking it — it’s about being intentional, authentic, and magnetic. Get ready for an inspiring conversation that could change your business. The latest episode of the Value Pricing Podcast is now available: Build a Magnetic Personal Brand with ChatGPT In today's episode you will learn: How to build a personal brand that connects.Why authenticity and values attract the right clients.The power of video in showing your personality.How to stand out against faceless, low-cost firms.Why human connection matters more in an AI world.Practical ways to define your niche and ideal clients. Don’t miss out on this episode packed with practical tips to build an authentic personal brand that makes you stand out and win the right clients. Listen now! 
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Sep 1, 2025 • 38min

Use ChatGPT Projects Like A Pro: Organise, Save Time & Get Better Results

Are you overwhelmed by ChatGPT chats? Discover how to use Projects to streamline your workflow. Learn step-by-step methods to set up effective project instructions and upload files for instant context. Dive into practical marketing strategies enhanced by AI, including using testimonials and customer avatars. Explore exciting new features like voice support and memory capabilities that boost productivity. These insights can save you time and improve your outcomes, making your work smarter, not harder!
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6 snips
Aug 18, 2025 • 48min

ChatGPT vs Claude - Deep Research, Integrations and Staying Safe

Emily Cross, head of marketing and AI specialist, dives into a riveting comparison of ChatGPT and Claude. She highlights their deep research capabilities, showcasing how each tool handles web access and integrations. Discover which AI excels in speed and usability, along with the unique safety measures necessary when granting these tools file access. Emily also discusses the practical applications of AI in business, offering insights on enhancing productivity through smart integrations and maintaining data privacy.

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