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Digital Accountancy Show 2024

Your front row seat to the future of accounting & finance.

16th & 17th April 2024, Evolution London



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Accountants vs Bookkeepers. Making the relationship work for the clients

Ami Copeland
Dayle Rodriquez
Kreston Reeves
Systems Advisory Manager
Edward Franklin
Tech Franklin
Kate Powell
Kingston Bookkeeping
Alex Beattie
KRW Accountants
Stuart Miller
Director, Product Compliance & Industry Engagement

Accountants and bookkeepers need each other – and businesses need this relationship to work. But for many, it’s far from a perfect romance. As MTD looms, and digitisation beckons for all businesses, what can accountants and bookkeepers do to create a partnership that means everyone wins?

In this round table, ICB CEO Ami Copeland will be joined by panel of influential accountants and bookkeepers for a lively discussion on ways of working together. Opinions from the audience are welcome. (As long as no one says “just a bookkeeper”)

Chair: Ami Copeland

Discussion questions:

The state we’re in. How to Accountants and bookkeepers work together now. What does good look like?

There’s no such thing as a typical accountant /bookkeeper. How does the panel manage the cross over point between accountancy and bookkeeping services? Is there a one size fits all solution?

What does it mean for businesses? How is the client impacted when this isn’t a smooth relationship. Is there something we could provide as a profession in terms of guiding businesses how to work with both accountants and bookkeepers?

In house/outhouse/dog house What’s the best way to manage the relationship. In house bookkeepers at accountancy practices? A local network or referral scheme between accountants and bookkeepers? What are the pitfalls to avoid if outsourcing bookkeeping?

April 17 @ 12:30
12:30 — 13:00 (30′)

Knowledge Share Roundtable #1&nbsp

Ami Copeland