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    Accounting Firm Partners – Golf More, Office Less

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    Date: 26th June 2019

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    MAD Guide – How to Generate Client Referrals

    The easiest way to grow a practice is by referrals! Our client satisfaction survey has consistently shown that most of your clients will refer you but that most firms don’t ask! Organic growth is the most cost effective marketing tool for any practice. A system for generating referrals costs time and involves little additional marketing spend. So here are some simple reminders from 2020 about the systems you could put in place to ensure you get more referrals from your...

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    CPD Webinars Subscription 2017: 3-9 Delegate Places

    The package of 16 CPD Webinars cover the essential Tax, Accounts and Audit regulations presented by well known and highly rated speakers. To view the content of each webinar read more.

    Non Members: £1360.00

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    Tax Update webinars – April 2019

    These monthly webinars will give you all you need for an essential tax update in just one hour per month. Martyn will cover all the vital tax issues and will update you thoroughly each month with the emphasis firmly on the practical issues so that action can be taken at the right time. Key Topics The monthly webinars will cover recent development from the following core sources: New legislation HMRC announcements and guidance Recent tax and tribunal cases ‘From the tax adviser’s desk’ New thinking and forward...

    Date: 12th April 2019

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    Marketing Focus Group – 27 November 2018

    I would like to extend to you your invitation to attend the above Marketing Focus Group and meet like-minded Marketors and partners responsible for marketing. This forum continues to be one of the best forums for Marketors to share some of the best marketing strategies, tactics, methodologies and techniques both in terms of keeping quality clients and winning new ones. The agenda is formed on the day by those attending.  It’s your day for you to address your concerns and...

    Date: 15th May 2018

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    Non Members: £345.00

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    Virtual Cutting Edge Focus Group – 29th July 2020

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    Date: 4th June 2019

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    Virtual Cutting Edge Focus Group – Thursday 8th October 2020

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    Date: 4th June 2019

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    Virtual Managing Partner Focus Group – 8th June 2020

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    Date: 4th June 2019

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    Virtual Managing Partner Focus Group – Tuesday 28th July 2020

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    Date: 4th June 2019

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    Virtual Managing Partner Focus Group – Wednesday 7th October 2020

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    Date: 4th June 2019

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    Virtual Upstream Academy – 11th June 2020

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    Date: 4th June 2019

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    Virtual Upstream Academy Focus Group – Thursday 30th July 2020

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    Date: 4th June 2019

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    Virtual Upstream Academy Focus Group – Tuesday 13th October 2020

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    Date: 4th June 2019

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    Forms, Letters & Tools 2020

    PRICES HELD FOR 2020! Forms Letters & Tools includes over 400 templates, tools, models and links and two NEW sections. With 2 new sections: Helpsheets / supplementary letter paragraphs Contains “additional text” that you often add in to letters or emails such as what are payments on account? Simply copy and paste or use the document as an enclosure, attachment, newsletter text or blog post. Digital Accounting Resources and Tools This contains links to websites, training, materials, support videos etc...

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    Managing Partner Focus Group – 22 – 23 November 2017

      The details for this meeting are as follows: Date Venue Location Duration 22th November 2017 The Farmers Club ( London ) London Dinner 23rd November 2017 The Farmers Club ( London ) London Full Day Timings: Date Time Activity 22nd November 2017 7:00PM Pre-dinner drinks 7:45PM Working Dinner 23rd November 2017 9:00AM – 5:00PM Full day Meeting Please note that dinner, wine, coffee, lunch and afternoon tea is included but not overnight accommodation To book your place(s) on the Managing Partner Focus Group please click...

    Date: 15th June 2016

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    Managing Partner Focus Group – Upstream Academy – 6-7 December 2017

      The details for this meeting are as follows: Date Venue Location Duration 6th December 2017 Arden Hotel & Leisure Club Solihull Dinner 7th December 2017 Arden Hotel & Leisure Club Solihull Full Day Timings: Date Time Activity 6th December 2017 7:00PM Pre-dinner drinks 7:45PM Working Dinner 7th December 2017 9:00AM – 5:00PM Full day Meeting Please note that dinner, wine, coffee, lunch and afternoon tea is included but not overnight accommodation To book your place(s) on the Upstream Academy Focus Group please click here....

    Date: 25th May 2016

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