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    3 Tech-proof Pricing Techniques and How to Implement Them

    Cloud tools are radically reducing the time required to perform traditional accounting tasks. You need to implement new technology to stay competitive, but if you stick with traditional time-based billing then you will see your revenues sink. Don’t get punished for efficiency! In this webinar you will learn from former 2020 consultant and Receipt Bank VP Business Development Damien Greathead as he shares 3 tried and testing pricing strategies. With real life examples and step by step walkthroughs, don’t miss...

    Date: 27th March 2018

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    Accounting Firm Partners – How to Golf More and Office Less!

    In this webinar, Mark will cover a range of topics to directly assist the partners of firms who want to free up their time and aren’t quite sure how to go about it. Mark will cover the following topics… The differences between the habits of partners who are slaves to their firm, and partners who are in control and living the dream. How Mark’s accounting firm is about to have a record year, while partner time was around 2­-3 days per week. How...

    Date: 26th June 2019

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    Accounts (plus Audit) and Tax Conference – Broadcast Recording – October 2018

    This conference recording provides delegates with a practical and intensive review of recent tax developments, accounting and auditing standards as well as proposed changes that are likely to occur in the near future. It also provides extensive Audit and Accounts content to help you appreciate current and important issues within the profession. You’re just one step away from ordering your Audit and Accounts and Tax Regional Conference live broadcast / recording.  The broadcast link will be sent to you during the...

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    Accounts (plus Audit) and Tax Conference May 2018 – Broadcast Recording

    This conference recording provides delegates with a practical and intensive review of recent tax developments, accounting and auditing standards as well as proposed changes that are likely to occur in the near future. It also provides extensive Audit and Accounts content to help you appreciate current and important issues within the profession. You’re just one step away from ordering your Audit and Accounts and Tax Regional Conference recording.  The recording link will be sent to you during the week preceding the...

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    Advisory Services: Making Wealth Management Work For You

    With ‘Making Tax Digital’ closing in upon us, and the opportunity to digitalise the compliance work, it is vital to offer enhanced Advisory Services to your clients. The Wealth Management market has fallen from over 250,000 advisers 20 years ago to just 25,000 now following the Retail Distribution Review. And half of the 25,000 are restricted advisers. As a result it is less easy to find a quality Independent Financial Adviser who understands your business. Once you have found that...

    Date: 26th November 2018

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    Become Highly Efficient After MTD

    The MTD juggernaut continues at pace. However, filing VAT online is just the start of this journey. Have you really thought about the implications of when MTD comes into effect not just for now but also for the future? Has your practice got the resource to cope with the future demands? In this webinar, Global Infosys will take you through a range of resourcing options to help you loosen your resourcing requirements both now and in the future, regardless of...

    Date: 20th March 2019

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    Capium Webinar – The Connected Accountant

    The Connected Accountant and the Importance of Whole Product Thinking The digital clock is ticking – and its dial is set to MTD.  But in an era when rising numbers of tech bolt-ons and services can make for a patchwork quilt solution, we ask whether the current software solutions really meet and address the needs of the whole problem. Join Tushir Patel, CEO Capium, where he will be talking about The Connected Accountant – how important it is for a practicing...

    Date: 17th October 2018

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    Cash is King

    Listen to this webinar recording on the subject of ‘Cash is King’ – the first in our Business Advisory toolkit series. Clients are looking for business advisory services – and practitioners are looking to provide them.  During this module, Kevin Salter will look at some advisory tools and how they can be used. Specifically, Kevin will look at: Tough times How to risk assess customers Invoicing procedures Various ways of collecting cash Displaying information to clients Performing ‘what if’ analysis...

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    Client Segmentation: Your First Step to Making Tax Digital compliance

    Understanding your client base in time for Making Tax Digital can feel like quite the challenge. QuickBooks wants to make this transition as smooth as possible and is launching a free client segmentation service to help you understand which clients to target and when. In this webinar, we will cover the importance of client segmentation and outline how QuickBooks free service and new tool is going to help you each step of the way. Join this webinar with Philippa Hume, Sales Team Leader at...

    Date: 6th December 2018

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    Cloud Migration to Cloud Optimisation: Lessons for Success

    Making Tax Digital has been the catalyst for many accounting firms to go digital. But just as change can reveal opportunities, it’s also easy to miss crucial steps along the way. That means even if you’ve implemented new ways of working, you may still be leaving money on the table. With compliance strongly back on the agenda, there is a huge chance for accounting firms to scale and succeed. Small businesses want to improve their back-end systems, and introduce technology...

    Date: 21st March 2019

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    Controlled Disruption: How to meet the future on your terms

    Amidst a climate of economic uncertainty, it’s crucial for business-owners to be proactive. The first step? See the disruption as an opportunity rather than a challenge. Now’s the time to help your clients navigate Brexit and enhance productivity with technology. Earlier this year, the UK government committed to raising R&D investment from 1.6% of GDP to 2.4% by 2027. This poses a huge opportunity for firms to invest in innovation, make work more meaningful and rethink current approaches. How can...

    Date: 13th May 2019

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    Digitising your practice is as easy as “ABC” through automation, bookkeeping and compliance

    Join us in this live webinar with Chris Downing of Sage as he shares insight and real-life examples, on why taking the digital first approach is key to the success of your practice. Digital transformation gives you the tools to increase capacity, create efficiencies, and enables you to a greater level of value to your clients. Addressing common myths and misperceptions around digital transformation Why you should focus on implementing the right technology stack Thinking beyond software – The process...

    Date: 25th September 2019

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    Discover efficiencies with automation and collaboration through Sage business cloud accounting

    In this session, Georgina Timothy at Sage alongside Emily Smith, accountant in practice from Finlayson, demonstrate how to maximise bookkeeping efficiencies through Sage Business Cloud Accounting. As your clients ditch the traditional 9-5, they will be looking to you to drive efficiencies and offer more of a work/life balance. 

    Date: 3rd June 2019

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    Don’t Risk Being Buried by MTD Phase 2 Compliance

    Don’t risk being buried by MTD compliance, please join us for this webinar and discover how accountants and bookkeepers are using the latest technology to grow their practices whilst simultaneously saving time for their clients. We are delighted to be joined by a 2020 Member firm who has successful introduced new technology to grow their practice and increase their profits. We will also be joined by Damien Greathead of Receipt Bank, one of the leading bookkeeping automation platforms. By attending...

    Date: 16th September 2019

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    Fast Track your Making Tax Digital plans with Sage – join the MTD Gravy Train

    Join Gordon and guests Sage for a free, live and interactive 60 minute webinar on 28th February as we discuss the final moments before Making Tax Digital becomes a reality for all UK businesses above the VAT threshold. During this session, MTD experts Chris Downing & Julia Wedgwood, share their expertise on how the best firms are digitising their practice. This will cover practical tips of how final preparations for your own firm being MTD ready. Migrating clients to the...

    Date: 28th February 2019

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    How to Double your Firms Capacity with an Offshore Team

    During this webinar Jon Ryall, a Chartered Accountant and co-founder of Frontline Accounting which is based in the Philippines will talk through: Setting up an offshore team – is it the right model for your firm? The types of work you could be sending offshore The Offshore Success Formula, and how it can be used to multiply your capacity Maintaining high quality work, without micro-managing the offshore team Getting maximum ROI from your training efforts Holding your offshore team accountable for...

    Date: 12th November 2018

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    Making Tax Delightful: Leveraging the MTD opportunity

    Making Tax Digital for Business is fast approaching, but the benefits of cloud accounting is not a new idea. QuickBooks understands that it’s important to have the right tools in place to make the MTD transition easy for both your firm and your clients. In this webinar, we will cover the keys steps to win at digital tax and outline how QuickBooks is going to help you each step of the way, from our seamless MTD software, to a service...

    Date: 2nd October 2018

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    Making Tax Difficult? Not Anymore!

    Capium are inherently making tax digital by following 3 core principles; capture, connect and collaborate. The MTD agenda, if implemented correctly with the right software, will speed up your processes and help facilitate ongoing collaboration with your Client, whilst ultimately unlocking value. Through a whole product approach your data is ready to submit in 3 easy steps. But be warned, if you bounce between multiple softwares and your software doesn’t allow for ease of data capture and collaboration, MTD will...

    Date: 11th March 2019

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    Making Tax Digital: Be ready with Sage

    In this session, Sage Making Tax Digital (MTD) expert Julia Wedgwood and Gordon Gilchrist will be joined by Chris Downing.    Together they will share practical insight on preparing your practice team and your clients for MTD. During this session you can see how Sage Business Cloud will easily manage MTD VAT.

    Date: 26th June 2018

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    Making Wealth Management Work For You

    It is easy to agree a relationship with a Wealth Management firm, but there are some clear actions to make this relationship really work. In this webinar, we will cover the key steps in making sure that a Wealth Management relationship can work for you and your clients, to build Value in your business, and demonstrate true Value Add to your customers. Using their experience in the accountancy market and using real examples, Darrell Stone from Continuum will take you...

    Date: 23rd April 2018

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    MTD and Practice Management – now the real game starts…

    Making Tax Digital has finally arrived… but now we will have to migrate almost ALL our clients to the cloud.  Is your firm ready to meet the deadlines, perform your digital duties as a tax agent for your business clients and roll out MTD without any hitches? Are you ready for the long-term MTD pathway to 2020, when HMRC’s aim is to move both corporation tax and income tax over to digital? Time catches up on us so quickly so...

    Date: 13th May 2019

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    Not If, But When: Seizing the Technology Turning Point

    Please join Damien Greathead and Gordon Gilchrist on this webinar titled “Not If, But When: Seizing the Technology Turning Point”. We are now 10 years into the cloud journey and many firms have come a huge distance in that time.  However for firms to remain competitive, we’ve reached the point where cloud tools are no longer a luxury, they’re a necessity. Too many firms are still wasting a huge amount of time on manual processes. Join Damien and Gordon for...

    Date: 4th June 2018

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    Offshore or Die

    In this fast paced one hour webinar Ian Fletcher interviews Mark Cottle, an Australian (and British citizen!) Chartered Accountant who co-founded Frontline Accounting which is based in the Philippines. Mark promises to solve staff capacity and cost issues most firms around the world are facing right now.  The offshore model Frontline built for their own firm has now been successfully taught and duplicated in dozens of other firms around Australia, the UK and the US. Mark is an expert at...

    Date: 3rd September 2018

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    Offshore or Die!

    In this one hour webinar Gordon Gilchrist is joined by Mark Cottle, a Chartered Accountant and co-founder of Frontline Accounting which is based in the Philippines. The offshore model Frontline built for their own firm has now been successfully taught and duplicated in dozens of other firms around Australia, the UK and the US. Mark is an expert at managing an offshore team and has shared all his knowledge in his book, Offshore or Die! Frontline has hundreds of staff...

    Date: 27th February 2019

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