Zoe Whitman
Member Since: 29th Jul 2017
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Zoe's an accountant, podcaster, author and entrepreneur. Author of Know Your Numbers, and co-host of The Bookkeepers' Podcast.
6 Figure Bookkeeper
23rd Dec 2022
Bookkeepers address the MTD ITSA delay
Bookkeepers have been preparing for the transition to Making Tax Digital for income tax self assessment (MTD ITSA) for a long time, so the...
HMRC & policy
3rd Oct 2022
How to get the most from CPD
It always creeps up at this time of year, I’m just a few months away from annual renewal time, and how much “formal” CPD I’ve done usually...
General practice
4th Jul 2022
Quick wins for reaching new clients
On 15 February this year, Sarah Twigg of Twigg Accountancy Services shared with Jo Wood and I that she was now fully booked. Sarah also...
Practice strategy
25th Apr 2022
Is there a template for business growth?
There are things all practice owners have to do as they start out. There are parts of the business which every bookkeeper should have a...
Practice strategy
21st Mar 2022
Why bookkeepers don't have to sell advisory
The best thing about building your own practice is that you get to design it. You choose who you work for, when you work, how you deliver...
Practice strategy
31st Jan 2022
Why accountants and bookkeepers need an ideal client
The notion of an ideal client doesn’t sit well with everyone. When you’re looking for more clients, why on earth would you consider ruling...
Practice strategy
17th Nov 2021
Dealing with difficult self assessment clients
We’ve all been there. It’s mid-January. You’re making good progress during self assessment season, and then Mr Tradesman and all of his...
Personal tax
11th Oct 2021
Self assessment client management challenge – how to get ahead for 2022
With the requirements for MTD ITSA delayed, but still firmly on the horizon, savvy practices will also be looking to overhaul their...
Personal tax
16th Aug 2021
The Bookkeeper Q&A: Kathryn Frimond, Your Local Bookkeeper
Kathryn runs Your Local Bookkeeper, a bookkeeping practice in Surrey which focusses on supporting purpose-led, ethical, and sustainable...
General practice
14th Jun 2021
The Bookkeeper Q&A: Dave Shannon, Drive Ahead Bookkeeping
Dave has had an incredible year since starting his bookkeeping practice, Drive Ahead Bookkeeping which specialises in working with driving...
General practice