In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Natalie Allen, an accountant from their community, to discuss her journey of building a successful bookkeeping practice. Natalie shares how she transitioned from working in her family’s business to pursuing qualifications to the corporate world and eventually becoming self-employed. She dives into the challenges of balancing family responsibilities, navigating licensing hurdles, and growing her client base post-COVID.

Natalie also highlights the value of offering comprehensive services, the importance of building confidence as a business owner, and how collaborating with other professionals has helped her expand her practice. She shares actionable tips on client engagement, pricing strategies, and the potential for advisory services to add value for her clients.

What Listeners Will Learn:

- How Natalie transitioned from employment to self-employment in bookkeeping.

- Navigating licensing challenges as an AAT and ACCA-qualified professional.

- Effective strategies for client acquisition, including leveraging referrals and social media.

- The importance of confidence in pricing and saying no to the wrong clients.

- How to position bookkeeping services as a comprehensive and ongoing partnership.

- The role of education and advisory services in client relationships.