We sit down with Julie Williams on the Bookkeepers Podcast, sponsored by Xero, to discuss building a successful bookkeeping practice.

This episode provides valuable insights into operational strategies for business growth and the importance of digitalisation. We also touch upon the broader aspects of accounting and finance for small business.

Connect with Julie: https://www.holliesbookkeeping.co.uk/

3 Part Webinar Series:

https://resources.6figurebookkeeper.com/master-making-tax-digital-with-xero-the-6-figure-bookkeeper

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About us

We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective

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About our Sponsor

This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper

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Promotion

This video contains paid promotion.

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Disclaimer

The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

Chapters:

00:00:00 - Introduction

00:00:26 - Julie's Background and Practice

00:01:00 - Julie's Journey into the Profession

00:06:53 - Julie's Experience with Sales and Client Acquisition

00:12:23 - Building Trust with Clients

00:12:33 - Growth of Julie's Practice

00:13:02 - Expansion of the Team and Office

00:15:37 - Adding New Team Members

00:16:09 - Transition to a Limited Company and Growth

00:16:29 - Client Base and Revenue

00:18:08 - Hiring and Team Management

00:21:07 - Making Tax Digital: Introduction and Client Impact

00:21:36 - Transitioning Clients to Digital Platforms

00:28:34 - Julie's Experience with the Bookkeepers Collective

00:29:30 - Reflections on the Luca Awards

00:31:12 - Participation in Fab and Team Building

00:31:36 - Assessing and Updating Operational Platforms

00:32:06 - Challenges with Current Management Systems

00:33:23 - Pricing Strategy and Client Communication

00:33:54 - Implementing Making Tax Digital (MTD) for Clients

00:35:10 - Encouraging Clients to Separate Personal and Business Accounts

00:36:47 - MTD Rollout and Client Resistance

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