The Bookkeeper’s Guide to Making Tax Digital_1

Making Tax Digital is here. Is your bookkeeper practice ready? In this episode, we bring together expert advice on what MTD means for a bookkeeper, how to prepare your clients, adapt your services and turn the changes into an opportunity for growth. From pricing and software to client conversations and compliance, this is a practical guide for any bookkeeper navigating MTD. If you’re a bookkeeper preparing for the changes ahead, start here. Connect With Kate ➡️ linkedin.com/in/kate-hayward-77ab6848 Connect with Craig ➡️ https://www.linkedin.com/in/craig-ogilvie-1829064a/ Connect with Julie ➡️ https://www.holliesbookkeeping.co.uk/ Connect with Chris ➡️ https://www.linkedin.com/in/chris-downing/ ----------------------------------------------- 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 ----------------------------------------------- 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 ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- 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 - The Best of Making Tax Digital 00:00:26 - What MTD Is and Why It Matters 00:05:42 - National Priorities and the Role of Bookkeepers 00:08:06 - Designing MTD Around Real Business Owners 00:12:06 - How MTD Changes Bookkeeping Services 00:13:39 - Framing MTD's Value and Giving Clients a Choice 00:16:23 - MTD Deadlines and New Agent Registration 00:19:47 - Preparing a Bookkeeping Practice for MTD 00:21:41 - Moving Clients to Cloud Software 00:24:16 - Choosing MTD Software and Service Packages 00:27:12 - Onboarding Clients and Encouraging Separate Bank Accounts 00:30:27 - Why Bookkeepers Need to Be More Visible 00:32:00 - The Accountant–Bookkeeper Partnership 00:32:54 - How Real-Time Software Wins Over Clients 00:33:57 - Closing and the Bookkeepers Collective #bookkeeper