Thursday 18th June 2020 – National Conference Centre, Birmingham
Full conference details including speakers, agenda and prices coming soon!
09.30 – 9.40 Introduction
09.45 – 10.15 Generating Advisory Leads
10.15 – 10.45 The Payroll Question - Making Payroll Profitable
10.45 – 11.00 Unique Selling Point of Our Exhibitors
11.00 – 11.30 Break
11.30 – 12.15 Wealth Management – Your Second Biggest Income Stream?
12.15 – 13.00 How to Help Systemise your Clients’ Business
13.00 – 14.00 Lunch
14.00 – 14.30 How to Build a £1M Tax Advisory Business!
14.30 – 15.00 Successful Business Planning
15.00 – 15.30 Break
15.30 – 16.30 The rise of the Virtual Financial Officer!
16:30 Conference concludes
2020 Platinum members – complimentary conference places are based on the number of partners in your practice and subject to allocation availability.
CaseWare products promote a completely paperless environment, enabling accountants and auditors around the world to collaborate on screen.
Our products significantly reduce the time involved in all manner of accountancy processes, enabling auditors and finance teams to focus their skills and expertise on solving more important risk, financial, and management issues.
T: 01622 355200
Lily, The Home of Digital Transformation. For over a decade, we’ve been helping businesses move from outdated systems to innovative solutions that help to increase revenue, improve efficiencies and reduce outgoings. Our portfolio covers leading-edge business phone systems, connectivity, mobile, I.T, & energy.
T: 0313 507 1111
MyWorkpapers is a Cloud workpaper solution for accounting practices and their preparation of monthly, quarterly or year-end workpapers. We offer simple workpaper creation or use pre-built content from Mercia, including exempt and audit content, checklists and methodology. Features include internal and external financial collaboration, document management, tasks, workflows and query management.
MyWorkpapers dynamically and intelligently builds the workpaper index file, lead sheets and workpapers. MyWorkpapers systemises your workpapers, standardises documentation, improves collaboration and makes your practice work efficiently
T: +44 (0)2035 199 104
Your Partner for R&D Tax Credit Services.
Since 2012 Ad Valorem’s dedicated Tax team has provided specialist R&D Tax Relief services to accountancy practices. Unlike most boutique providers, Ad Valorem, an ACCA regulated and quality checked practice, offers no minimum claim level and a 100% success based fee structure.
Winners of two 2020 awards and shortlisted for 2 British Accountancy Awards in 2016, Ad Valorem is perfectly placed to help you unlock the latent income in your client bank.
T: +01908 219100
The world of finance is changing and traditional methods of funding may not be the best solution for you and your clients. 2020 Finance is a partnership between 2020 Innovation and a panel of finance experts who have access to funding for you and your clients.
T: +44 (0) 7500 058931
2020 Restructuring is a partnership between 2020 Innovation and Quantuma LLP to provide advice and expertise to you and your clients. Quantuma understand how businesses work and the key ingredients to success
T: +44 (0) 121 314 2020
2020 Tax Protection is a partnership between 2020 and PFP to provide market leading tax fee protection schemes to UK professionals. 2020 Tax Protection aims to provide UK practices with the widest cover in the marketplace, the best premiums and the most outstanding marketing help and support.
T: +44 (0)121 314 2020
Continuum is a modern financial advisory business that is recognised for Innovation and Client Engagement.
Our unique service based proposition is delivered both through ‘hand-picked’ face to face advisers and ‘on line portals’, all enhanced by our Award-Winning Client Education Programme. This allows us to provide partners with the highest quality of service for both their clients’ personal and corporate requirements.
With an extensive experience of building Business Partnerships with Professional Connections, we are able to add real value to a business.
T: +44 (0) 7584 351731
Frontline Accounting solves capacity problems for accounting firms by employing accounting, admin and marketing staff in the Philippines. They operate an offshoring model that is completely different to a traditional outsourcing provider.
Frontline successfully built an offshore team in the Philippines for their own accounting firm eight years ago, and after constant requests for help from other firms, developed their award winning offshoring service.
They have hundreds of staff working across nearly 100 accounting firms in the UK, US and Australia. Firms are creating capacity, leverage and saving on employee costs. The model is proven with numerous success stories.
T: +61 (03) 9017 6200
Sage is Making Tax Digital for UK accountants. No matter how you or your clients choose to work, all Sage solutions are 100% MTD-compliant and packed with innovative technology. Not only are our products compliant, but we have the MTD hub which is packed with free resources to support accountants to prepare their practice and their clients for the upcoming changes. Please visit sage.com/mtd.
Sage has been supporting UK accountants and bookkeepers for over 35 years. We’re at the forefront of technology and one of the largest UK-owned tech companies in the FTSE100, with 13,500 employees across the globe and 3,000 of those in the UK and Ireland.
We serve over 800,000 businesses, and over 20,000 accountants and bookkeepers in the UK. Plus, two out of every three people in the UK are paid using Sage solutions. Sage is here to support your practice and clients with the UK’s biggest team dedicated to accountants and bookkeepers—that’s 150 experts on-hand to help you plan the future growth of your practice, get the most out of Sage products, and train your staff and clients.
T: +44 (0)845 111 1111
Global Infosys Ltd are one of the pioneers of accounts outsourcing since 1999 with a proven track record working with over 100 accountancy firms, which includes 18 from the UK top 100 accountancy firms. Do you know their top 3 clients trust them with significantly over £1 million of their clients’ business?
T: 020 8424 8916
Capium software is designed to increase the Accountant’s productivity at a time where digital taxation regulations are squeezing profits culminating in up to 4 times the workload. Through the platform you can access your data from anywhere in the world at any time affording you complete flexibility and accountability.
Manage every aspect of your accountancy practice from bookkeeping to tax preparation and submission right through to payroll – Capium removes the need for multiple subscriptions to multiple software platforms through an integrated Practice Management and CRM Lite system. Our cloud-based accountancy software is designed for small, medium and large practices and is easy to set-up, train staff, on and most importantly easy-to-use.
T: 020 3322 5578
Clarity is making business simple. We are bridging the gap between entrepreneurs and their advisors using the power of blockchain, AI and machine learning. The Clarity platform will help small businesses around the world understand their numbers, create a better business using our step-by-step development programs, and, access the cash, funding and investment they need to grow and scale profitably.
HDUK specialise in providing anywhere access Hosted Desktops, Hosted Applications, and Hosted Exchange Email services from our secure UK based data centres. Our sales and technical support teams have many years of experience working in the professional services sector, which means we understand your business and your specialised application software.
T: +44 (0)203 239 6181
Docusoft provides a comprehensive and compelling solution for Accountants to improve business processes significantly.
It includes features for Practice Management, a CRM to help win new and maintain existing business, a Document Management System to store client communications and a Secure Portal for document exchange, including client approval and electronic signature.
T: +44 (0)800 061 2515
2020 Practice M&A is an experienced force in the marketplace. Our nationwide team comprises former practice leaders who have played key roles in the successful development of their firms. We advise on strategy at every stage, including succession and exit planning and act as involved intermediaries in practice mergers, acquisitions and disposals.
T: +07887 626214
AdvanceTrack is run by UK ICAEW Chartered Accountants and Chartered Tax Advisers. Headquartered in the UK, they deliver Quality Outsourcing Solutions to Accountancy Practices around the UK. AdvanceTrack are a premium accountancy outsourcing provider and certified for ISO9001:2015 (Quality Management) and ISO27001:2013, the latest standard for Managing Quality and Information Security by BSI. AdvanceTrack are the only outsourcer certified for the latest versions of these standards.
T: +44 (0) 24 7601 6308
With lots of uncertainty surrounding Brexit and many businesses asking what they should do to prepare, Roberts Nathan, a full-service accountancy and business advisory firm based in Ireland are here to help. Their initial solution includes all the essential elements required to help safeguard UK trading operations. This unique solution has been designed to minimise the risks associated with European trading “Post-Brexit.
T: +353 (0) 214217940