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?
Knowledge Share Roundtable #1 
Ami Copeland
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