Main Stage
How are you currently building value in your accounting firm? In our opening keynote, Partner at HG Capital and former CEO of Azets, Dawn Marriott, shares practical tips and ideas for building and increasing value in your accounting firm.
Dawn will cover concepts around your team, company culture, and systems needed in order to build as much value as possible for the furture.
Almost two decades on since cloud apps began their journey into the mainstream and transformed the world of software, we’ve somehow gone from the innovation-rich era of “There’s an app for that!” into the stale, cluttered era of “Why are there 50 apps for that?!”
Cloud accounting pioneer Gary Turner shares his personal perspective and outlook on the future of cloud business apps and how the approaches adopted by today’s emerging cloud platforms, such as Translucent, Rippling and others could mean we are about to enter a new phase of fresh innovation and disruption.”
Sesssion synopsis:
Join us!
What are you dreaming of achieving, but just can’t see the wood through the trees? A trip to Disneyland, hitting the ski slopes each January or finding time to run that impactful community project?
Getting to a stage in your firm where you have the means and the time to do that thing you love might sound utopian. But Xero’s Stuart Miller contends that it’s more achievable than you think. In this session, he’ll explain the gear changes a practice needs to go through to bring ultimate efficiency, and some of the technologies coming that will enable it.
Panel discussion with the founder and CEO of Bots For That, and three practice owners/leaders.
The panel will share the journey that each practice is on, discussing how they got started with bots, how they integrated them into their practice, and the challenges and changes they are making.
The panel will share their view on the impact and opportunity of using bots, whether you’re facing the challenges of rapid growth and scale on route to a top 20 position or establishing and growing a micro or small practice and looking for ways to do more with less.
Takeaways:
-Learn about the many different reasons or triggers that a practice might want to introduce bots.
-Hear how bots can help you now and what the future might look like.
-Learn how bots can tie into and enable the aspirations and ambitions for your practice.
-Hear where each practice sees themselves within the industry in 5 years time.
“Part of the pursuit of excellence involves eliminating as many surprises as possible, because life is full of the unexpected.” Sir Alex Ferguson
Digital change in a business finance function is a necessity to both support, and drive, continuous growth. For a CFO, these projects represent a large investment of time and money meaning that all eyes are focused on them, their team and their budget – failure isn’t an option.
Eliminating points of failure, avoiding common pitfalls and achieving success while in the spotlight can be daunting, but absolutely necessary.
Join MacroFin co-founders Steve Campbell & Ross Latta, as they moderate a panel of industry experts and CFOs who have recently implemented a new finance system for an interactive discussion and Q&A. The speakers will take questions from the audience, share their experience from hundreds of system implementations, and advise on the best ways to remove risk pre-, during, and post-implementation.
From career-chartered accountants to finance leaders and entrepreneurs of fast-growing businesses, the panel has been responsible for over 300 successful projects combined and are sharing their unique finance-focussed experience of digital transformation with Digital Accountancy Show Attendees:
Evolution Stage
Understanding the sustainability goals of Jaguar Land Rover and how the CFO and finance function are supporting and driving the change within the business. Hear about Jaguar Land Rovers successes and lessons learnt along the journey to delivery its ESG aspirations and Carbon Net Zero by 2039.
It’s a wild world out there with smarter bad guys and new AI driven tech hoping to fool the unexpecting business owner and their agent!
Accountants and bookkeepers play a crucial role in upholding the integrity of financial systems and safeguarding against potential illicit activities. More than ever, it’s crucial to have a robust Anti-Money Laundering process but also cool tech, turning new challenges into wins for your business.
Join us for this engaging session as we discuss more than just systems, but about staying safe, savvy and one step ahead!
You’ve heard about the benefits of cloud computing. You’ve tried adopting some cloud services and you know you need to move, but you haven’t. Why?
Cloud migration poses many challenges. A successful migration requires extensive planning across the organization, there’s lots to consider and you’re not ready.
In this session we’ll dive into what migration means, the considerations to make and the pitfalls you need to avoid so you can start preparing today.
Reporting apps don’t work. In 2024, finance professionals are taking matters into their own hands to build bespoke, beautiful, management packs that your clients actually want to read.
In this session, Dave Sellick pulls back the curtain on his workflows to share how you can build bespoke reports using G-Sheets, Excel, and APIs. This session will be highly actionable and practical for anybody wanting to deliver better insights to their clients.
See how Intuit QuickBooks is using AI to develop solutions that will help accounting professionals to supercharge their practice. Discover our latest tools and capabilities that will save you time and surface insights to help you scale your impact. We’ll be joined by leading accounting professionals to discuss how AI and technology is changing the way they do business, and the benefits they’re seeing.
Fireside Chat
How do you actually make outsourcing & offshoring work? In this panel session, Joseph Heaton and Emilio Vences will pull back the curtain and share how they’ve built their firm using a completely offshored team. They’ll share their thoughts on cracking this model as well as mistakes they’ve made along the way.
A team of 45, a failed expansion to the USA, and building practice management software. It’s been a busy 7 years for Accountancy Cloud and in this reveal-all session, Founder Wesley Rashid shares insights around growth, and creating a high-performance culture.
Are you considering growth by acquisition? In this session chaired by M&A expert James Gosling, three firms will share their first-hand experiences of acquiring accounting firms ranging from £100K to £1M in fees. We’ll be doing a deep dive into multiples, red flags, and other insights to be aware of when considering a future acquisition.
In this intimate fireside chat, Onside Accounting Founder Martin Brennan shares how he has scaled his accounting firm without compromising on client service quality. Expect to learn Martin’s approach to business planning, recruiting the right people, as well as some of the biggest mistakes he’s made so far.
How can accounting firms and software vendors work better together?
In this panel, we’ll be discussing what more vendors can do to support accounting firms, and equally how accounting firms can embrace working with software vendors.
This is all about creating win-win partnerships where everybody succeeds.
Tech Academy
– Discussing the current state and potential future of AI in accounting
– Addressing common challenges in adopting new technologies in accounting firms
– Providing practical guidance on incorporating AI tools into everyday workflows
Developments in blockchain, NFTs, and even the Metaverse have led to an explosion of Web3 organisations. In this session, learn from 4 experienced CFOs about how they manage finance operations in these complex businesses. They’ll share insights around understanding Web3 business models, tech to use, and pitfalls to watch out for.
Is your tech stack a collection of disconnected tools or the perfect balance between innovation and strategic vision? Join FreeAgent’s Tony Stevenson FCA and panel for a discussion to discover how the right digital tools in your tech ecosystem can revolutionise your practice, no matter its size. Our expert panel will discuss:
– building a dynamic tech ecosystem in your practice
– AI-powered tactics and tools for staying ahead of the curve
– direct experiences of large firm practitioners using FreeAgent
– insights into FreeAgent’s powerful integrations
Are you currently supporting construction clients through turbulent times?
Join us in this session and discover insights and experience from serving construction clients of all shapes & sizes.
Expect to learn:
Over the last 7 years, Jonathan and has team have been responsible for building the Xero APIs for many of the products you love and use today.
In this session, he’ll break down the basics of what APIs are, where to find API documentation, and how you can leverage them to streamline your app workflows.
Advisory Live
With tech and data at their hands, more firms are making a shift towards offering fractional and virtual FD services to their clients. Not only can these services create new fees, they can also make a huge difference to your clients’ businesses.
In this session, hear from 4 sessions of varying sizes about how they deliver Virtual FD services. They’ll be sharing what the service consists of, how they package, pitch, and price them, as well as the apps they use to support and provide insights as part of this high-value offering.
In today’s heavily commoditised and price-driven SME market, digital transformation is no longer a competitive advantage for service providers. While entry-level cloud-based products have been adopted by many, mid-market organisations are still underserviced due to the lack of suitable and affordable options.
A panel including leaders of Top 30 firms and iplicit’s Partner Manager, Matt Lewns, will give practical insights into those changes and how practices can best serve growing clients.
Among the topics covered will be:
How to recognise and embrace triggers for growth to ensure that finance is a driving force in your company’s rapid expansion – not the team left trying to keep up.
From adding subsidiaries and managing consolidations to incorporating new currencies, tax jurisdictions, languages, cultures and processes, scaling presents a myriad of complexities for finance teams. And those are only the obvious ones, bring in billing, reporting, banking, and approvals and, well…it’s a lot.
Join Artti Aurasmaa, CEO of Staria, and James Hewitt, EMEA Senior Sales Manager at Zone&Co, as they share their experiences of implementing tech, advising, and leading businesses of all sizes over the last 20+ years.
In this session, our experts will cover everything you need to know, including:
– Identifying opportunities for rapid, sustainable growth
– Positioning finance as a facilitator, as opposed to a blocker, of growth
– Critical factors for international expansion
– Finance functions to automate
– The role of AI in finance
With careers spanning from self-funded start-ups to leading investor-backed global organisations, both speakers present unrivalled insights into how to structure your core financial platform through to embracing the latest developments in tech and AI to drive automation and efficiencies across your entire business.
Whether you are already scaling and struggling with an ever-expanding tech stack, or you’re preparing to take off, this session is guaranteed to provide vital takeaways and insights to help you on your journey.
In this session, you’ll learn:
– Background: Tom’s journey founding & scaling an advisory-led firm
– The role for technology to play – why it matters
– Why bundling AP, AR & cash flow mgmt makes sense
What role can accountants play in helping start-up businesses to scale? In this session, Green & Purple CEO Lee Maughan will be interviewing his client, Sam Burgess, about how ‘CFO on tap’ services helped Sam’s business Partful to grow and scale. Expect actionable tips, insights, and advice from the trenches on how to do this in your own firm.
As small businesses begin engaging with their journey to Net Zero, a range of Carbon Accounting tools are available to make life easier for them.
But, whilst they may integrate with ledger software, are we ready for the role that we can play in making the output meaningful? In this session, we’ll dive into the business case that’s driving the transition amongst SMEs and how it’s our skillset that will be in demand.
We’ll explore;
– What is Carbon Accounting?
– How can it add value to an SME?
– The role of accountants and bookkeepers
How To Hub
In this session, Solvaa’s Kelly Goss will help you understand how you can use Generative AI with Zapier to automate your routine tasks and make you more productive. Kelly will explore and demonstrate the following:
– The basics of using Zapier
– Combining Generative AI with Zapier to supercharge your automations
– Five things you can automate straight away
After this session, you will be inspired to start using automation in your practice.
Taking the leap from industry or practice to become a Portfolio FD isn’t straightforward. What kind of attributes do you need to be successful? How do you position yourself and pitch for work? In this session, Portfolio FD Dani Wainwright shares her experience of jumping from FTSE 100 PLC roles to a growing Portfolio FD business, sharing common pitfalls to avoid and mistakes she made along the way. Dani is now not only passionate about helping SMEs thrive, but also about helping other senior finance professionals access this lifestyle through her PowerUP! cohort courses.
The B-corp mission supports a vision of an inclusive, equitable, and regenerative economy. And accounting firms are uniquely positioned to help drive this. In this panel, hear from 4 accounting firms who have all achieved B-corp status sharing what it takes and the role they now play in helping clients achieve similar outcomes.
In this session, CEO of the Chartered Accountants Benevolent Association, Cristian Holmes, shares practice tips and advice for managing both your own mental health, and the mental health of your team.
Crypto accounting is a constantly changing landscape. In this session, you’ll learn:
Transform your approach to client acquisition with the power of Google’s AI.
Performance Max is your key to unlocking a stream of high-quality leads with minimal effort.
In this action-packed session, Taylor will show you how to:
Join Taylor for a deep dive into automating and optimising your lead generation, making your marketing efforts more effective than ever.
Brought to you by the hosts of the ‘Digi Tools In Accrual World’ podcast and founders of the Digital Disruptors community, join this session to discover everything you need to know about the world of digital transformation for your clients.
Knowledge Share Roundtable #1
Accountants and software vendors have fallen over themselves to serve the ‘S’ in the SME market – but medium-sized organisations have been somewhat left behind.
Many of those mid-market organisations have struggled on with outdated finance systems and laborious manual processes, while their smaller counterparts have been able to embrace the game-changing efficiency of true-cloud accounting systems.
In this session, Azets and iplicit will discuss how accountancy practices can grow their businesses by finally offering those mid-market clients an affordable route to true-cloud finance software.
Clients can reap the benefits in time and cost savings, improved efficiency and the accurate, real-time financial information that can transform their performance.
Learn about Real Dairy Ice Cream Manufacturer Marshfield Farm’s Journey to Operational Excellence with BlueHub.
In this intimate roundtable, the Directors of Wilson Partners, Allan Wilson & Duncan Bye, will sit down to answer any questions you have about acquisitions. Wilson Partners have recently raised capital from a family office and are now on a journey of acquisitions. This is your opportunity to sit down and ask anything you’d like to know.
In this live case study, learn how PEM accounting use reporting tool Fathom to offer advisory services at scale. Andrew will be going into detail around how they use Fathom, and things to consider before using it in your own firm.
Knowledge Share Roundtable #2
Join our Exclusive Roundtable Session to hear directly from a customer who has successfully made the transition from Taxfiler to IRIS Elements. Listen firsthand as they share their journey, detailing the process and highlighting the tangible benefits experienced with IRIS Elements.
With over 500 fintech and SaaS apps that integrate with cloud accounting systems, which functions should you focus on first? And, when you identify apps that suit the need, how do you get clients connected to them?
Hear from Russell Frayne, Director of Transformation at Gravita, as he chats to Mat White from iwoca about the core systems he and the team are putting in place as ‘no-brainers’ for Gravita’s 4,000+ clients, and how he approaches things like:
Let’s dive into the heart of what truly matters – simplifying our professional lives and boosting the efficiency of our practices. Introducing Maggie Stancheva from VEDA Accounting, and together with Payhawk, we’re hosting an open roundtable to unravel the magic of automation. In this session, we’ll explore strategies for seamless document sharing, explore the potential of innovative tools like Payhawk, and discuss how these can become our go-to solutions.
If you’re eager to streamline your accounting universe, elevate collaboration with both clients and team members, and perhaps add a touch of calm to your mornings, you won’t want to miss this. No jargon, just straightforward discussions on how we are optimising our practices. Come, share your insights, and let’s collectively usher in an era of effortless bookkeeping.
RORA are at the forefront of a new model of how to support clients with finance and accounting needs.
Their FinOps teams provide a wide-range of services and are always looking to use technology and automation to ensure their clients grow.
In this discussion, you’ll find out more about:
How well do you know your clients? How do they plan to exit their company when the time is right? Will it be a third party sale, a company purchase of own shares, a management buy-out, a sale to an employee ownership trust or a member’s voluntary liquidation?
In this ask me anything, Senior Tax Consultant, James Butterworth will answer all of your questions regarding earn out situations, IHT considerations, MBO arrangements, and more.
Xero Theatre
Demo Room
Main Stage
The world of accounting tech is one that is constantly evolving.
What does the next 3-5 years look like? Where will see innovation and development? Which areas are still rife for disruption? Will the trend of consolidation continue?
Join us for this insightful panel hosted by IRIS’s Steve Cox and discover what the future of accounting tech might look like.
We’re all getting a little weary of AI in the news, and eager to see where the rubber meets the road in day to day applications. Content creator and AI researcher Jason Staats shares his list of the most practical, most immediately helpful AI solutions firms are deploying around the world.
The landscape of mergers and acquisitions in the accounting sector is witnessing a dynamic shift, with Private Equity firms playing a pivotal role.
If you’re curious about what this means for the future value of your firm, our upcoming session at the Digital Accountancy Show Powered by Xero is a must-attend.
This session offers a rare opportunity to hear directly from the investors driving these changes.
Learn about their perspectives on M&A activity in the accounting sector and what it spells for your firm’s future.
Whether you’re contemplating an acquisition, seeking investment, or simply interested in them evolving business landscape, this session will provide you with crucial insights.
Fresh off the back of their latest ‘flinder takes the piste’ ski trip with 30+ accounting & finance thought-leaders, Alastair Barlow will be joined on stage with a select panel to discuss the future of accounting & finance in a digital world.
Expect to learn about:
In this enlightening talk, Chris and panel will delve into the evolving landscape of Return on Investment (ROI) and how it must change and transcend traditional financial metrics, as the business world accelerates towards a more dynamic and innovative future. Understanding and measuring ROI requires a fresh perspective that goes beyond the conventional focus on cash inflows and outflows toward impact on people, the pace of change, and competitive advantage.
Join Heather and Rachel for a lively talk that busts some old-school management myths that you might be accidentally clinging on to in your firm.
You’ll learn five surprising things you absolutely need to do to turn your team into fulfilled, engaged high-performers. Expect unconventional wisdom, a few laughs, and ultimately an action packed session where you’ll walk away with clear actions to take home and level up your business.
This isn’t your typical management talk – buckle up for a casual, enlightening session that might just change the game for you and your team.
Takeaways
🚀 The 5 most important key principles you need to know to lead your accountancy team to greatness
🚀 Frameworks and examples with each one for you to take away and action
🚀 The answers to your biggest leadership struggles in the Q&A
Evolution Stage
Not all technology investments are created equal. Those that remove the friction between clients, data and firm productivity drive outsized, real-world efficiency and growth gains. This panel discussion will share lessons from the field on what matters most and how to make decisions today that will drive firm-wide benefits well into the future.
Conrad Langridge, Sage Earth (Sage’s carbon accounting solution), talking to 3 of the UKs most progressive accounting firms and about their ESG. We ask: What is your firm doing to tackle its own impact and How are you helping your clients do the same.
Key learnings for participants:
As AI redefines business, finance professionals face a choice: innovate or become obsolete. To thrive in this era of digital disruption, harnessing the power of AI is crucial. This session reveals how finance leaders can embrace AI to transform their business.
This session covers:
In this enlightening panel session, experts will delve into the transformative journey of payment technologies in the UK, guided by the advancements in open banking and the evolving regulatory landscape.
Key Points of Discussion:
AML can be a complicated and overwhelming requirement (that often falls down the priority list!). In this session, Firmcheck’s Sophie Maxwell will share a simple roadmap to AML compliance. Discover the processes you need to stay compliant and avoid the risk of fines from member bodies.
Fireside Chat
Reviewing the changing landscape of accountancy. How outsourcing will help firms grow sustainably despite the current recruitment market. What changes are coming with accountancy software over the coming years and how AI will play its part in that. What automation or time saving tasks will help firms and their clients.
Forget the tech. No seriously, forget it. Because your #1 priority should be this…
Building the firm of YOU!
In this session, Stephen Paul and guests will discuss how to focus on building a firm aligned to your vision, goals, and purpose.
Join us for a session that promises to be as enlightening as it is engaging, and leave with actionable insights to transform your approach to:
– Must have Technology to save time in the world of accountancy
– Revenue generation & Retention
– Marketing Strategies
What you will take away:
– The apps that truly deliver results
– How to build a cohesive solution that covers all aspects of your business.
– How to win, grow and retain revenue like never before
The focus of our discussion will revolve around the importance of accountants listening to other accountants who have hands-on experience in achieving exponential growth, rather than solely relying on advice from firms with limited growth rates, business growth specialists, consultants, or, big 4 firms who have no small practice experience.
We will delve into the key factors that contribute to successful organic growth strategies, such as effective business development, marketing, leadership structures, systems and processes, and the essential mindset required for fast, yet sustainable growth.
The panel will discuss:
– How can accountants navigate the challenges of growth and development, especially when advice from traditional firms may not align with the goal of achieving exponential growth?
– What role does effective business development play in driving growth in the accountancy field, and how can accountants enhance their business development strategies?
– How can accountants’ market themselves effectively while ensuring they have the confidence, conviction, and strategic processes to deliver on their promises, particularly in the realm of advisory services?
– What are the key obstacles faced in streamlining business operations, and how can automation and efficient practices enable scalable growth without a substantial increase in workforce?
– How can mindset and a focus on mental and physical well-being contribute to achieving growth and effective leadership in the accountancy industry?
– What strategies can be employed to cater effectively to the diverse needs of clients and maintain a positive culture within an accountancy firm?
– How can organisations ensure they have the right people in the right positions and foster effective communication with staff to drive growth and development?
– Why are advisory services important in the accountancy industry, and how can accountants embrace this shift to drive growth and innovation?
– What are the challenges and opportunities in developing a well-defined marketing strategy to convert brand awareness into tangible leads in the accountancy sector?
– What are the pros and cons of bringing marketing in-house, and when do you know it’s the right time?
– Why shouldn’t firms rely on ‘client referrals’ as their main source of lead generation?
– How out of the box, template marketing content is having a negative impact on the businesses brand trust, awareness, perception, and lead generation.
– How can accountants reimagine the industry and integrate principles from sports physiology to drive growth and unlock their true potential?
Join us for an enlightening panel discussion that will empower accountants to drive growth, overcome challenges, and unlock the true potential of their practices.
Have you ever wondered about building your own tech solutions in-house? Well these firms did it. Join us in this session as 4 practice owners shared how they turned practice pains into accounting-tech products that many of you use today. They’ll be sharing the highs and lows of building your own tech in-house.
Tech Academy
Most accountants know something about bots, automation and AI, but knowing isn’t doing, and to do, you need to know why, what and how. In this talk we share how to identify what to automate, and show you 5 bookkeeping and accounting bots that could save your practice days of manual work effort every month.
Leaving you free to spend more time with the family, increase the amount of advisory and other value-adding services to your clients, or simply increase the number of clients, revenue and profit your practice can make…or all of the above.
Takeaways:
If you work with clients in the e-commerce sector then don’t miss this:
Expect to learn:
> Which apps the panel recommend to use when serving e-commerce clients and how to implement them successfully
> How to price & engage e-commerce clients to avoid scope creep and make a profit
> Pitfalls & challenges to be aware of to ensure your e-commerce client offering succeeds.
Together we will go through refining your practice to require less hours whilst achieving more by taking advantage of a future where efficiency, work-life balance, and job satisfaction go hand in hand.
This session promises a forward-looking perspective, with key takeaways:
Mastering Efficiency: Learn how to harness tech tools to streamline processes, reduce input time, and boost output.
Work-Life Harmony: Gain insights into how technology can facilitate a better work-life balance whilst increasing productivity.
Job Satisfaction: Explore how the right application of technology enhances job satisfaction, creating a more rewarding and fulfilling work environment for all.
Advisory Live
What if you could see a personal balance sheet for each of your clients? What if you had a live view of when they were planning on selling their business, how much for and when they wanted to retire? What if you knew which clients were at risk of dying intestate? Had an upcoming IHT liability? Those that have mortgage terms coming up for renewal?
👉 Orchestrate the joined up, proactive advice your clients want and deserve
👉 Capture the benefits of doing this for your practice as a business
👉 Use technology to make this scalable and integrate into your ongoing processes – without adding to your workload
Want to help take another time-consuming task off your clients’ plates?
Enter supplier & payroll payments.
In this session, discover how to scale supplier & payroll payments as a service. You’ll learn:
Cloud accounting & technology hasn’t only created efficiency opportunities for accounting firms, it’s also created new service line opportunities. In this session, Digital Transformation Consultant, Bethanie Hawkins, shares Menzies’ top tips on how to successfully launch digital transformation services to clients to create new revenue streams. You’ll learn how to define your service, how to pitch and price the offering, and the policies you need to set to ensure success.
Do you feel confident promoting tax consultancy work? Do you know how to price assignments and sell value? Senior Tax Consultant, James Butterworth, will explain the tips and methods he has adapted over 30 years and how consultative selling can transform your tax practice.
You’ll learn:
How To Hub
Join us for an insightful session on navigating the landscape of Making Tax Digital (MTD). Our presentation will delve into the latest updates on MTD regulations and timelines, addressing concerns and uncertainties that tax professionals may encounter. We’ll explore the MTD Pilot program, including its launch timeline, sign-up procedures, and the advantages and disadvantages of participation.
Additionally, we’ll discuss practical steps that firms can take to prepare for MTD implementation. This includes evaluating available technology solutions. We’ll also examine client profiles and business needs, identifying the additional skills or resources required to ensure a smooth transition to MTD compliance. Don’t miss this opportunity to gain valuable insights and actionable strategies for navigating the MTD landscape effectively.
Just started out or thinking of branching out on your own in 2024? In this session, Jenny Bowden shares her experience of starting a digital accounting firm, walking through a checklist of things to consider, including the skills you need to be your own boss, marketing yourself, identifying your ideal clients, and trialling software to find your ideal tech stack to deliver an exceptional and efficient service to set you apart from other firms that aren’t leveraging technology.
We’re a team of 3: an accountant, a bookkeeper, and a developer. Right from the beginning, we’ve developed small pieces of bespoke software to either get software talking to each other or to speed up some tasks (onboarding being the biggest), and we’re now in the process of developing a much larger piece of software that will play a big role in our bookkeeping process. In this session, I’ll share how to approach hiring an internal developer, and how to work with them to improve your efficiency.
Let’s choose the best apps! But wait, how do you decide what is best? Is there an industry standard, should it be client lead or lead by you? How much time does it take to determine what is right?
There are a variety of factors that can be included in choosing the “best” software. This session will help you drill down into what is “best” and how to determine what is best for you/your clients in a quick and efficient way.
You’ll learn:
There’s a lot of hype surrounding AI in accounting right now. But what do accounting firms need to do? In this session, organiation strategy and AI expert Rich Webb explores why every accounting firm needs an AI strategy today and shares an actionable checklist that accounting firms of all sizes can follow to create and implement an AI strategy in 2024. Expect to learn simple ideas and concepts you can implement to drive efficiency and embrace AI this year.
Knowledge Share Roundtable #1
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?
Join Omar Abdelmawla, Group Financial Controller at Heimdal Security and Charlotte Birch, Client Services Lead at MacroFin, for this live case study and Q&A, where you can hear and discuss directly with an active user on how they implemented game-changing processes, improved reporting capabilities and created a platform capable of driving their predicted growth.
Analysing the full story from both the end-user and partner perspective, you’ll get unique insights into:
What’s more, in a small-group roundtable setting, you’ll get the chance to discuss your current requirements or plans with finance, technical and project specialists as well as a number of like-minded peers who may also be considering or planning a system upgrade in the near future.
Join us to demystify AML compliance, streamline client onboarding, and adopt industry best practices for accountants.
When DSK ran a staff advocacy service for their existing systems, they realised they weren’t giving their team the tools to succeed.
Since then, DSK have implemented new systems to remove repetitive, predictable and low-value work through hyper-automation. This included building a team of specialists, including an information officer and digitisation expert.
How to know if you have the right tools for the job
How to audit and refine your processes
What does automation of business processes really mean
Hear first hand from a practice owner why and how he got started with bots in his practice, the tasks they started with, the first bots used and deployed and the challenges they faced initially, but ultimately, how they won in the end and haven’t looked back since. This is a candid, honest but uplifting account of how one practice pursued their goal to become a more productive and efficient practice, with happier staff and clients.
Takeaways:
Knowledge Share Roundtable #2
Bookkeeping and payments have always been disjointed processes…until now.
Join Bogdan Uzbekov and Charlie Carne as they discuss the future of ‘all in one AP’ and what bookkeeping + payments together means for accountants & bookkeepers.
What does the route from accountant to CFO look like?
In this roundtable, Chris Ortega will share his story of transitioning from a CPA to an industry-leading CFO, sharing the skills & mindset shifts you need along the way.
In this session, former Talent Acquisition Lead of RSM, and Founder of Hansel, George Pollard, shares how accounting firms can take a data-led approach to attracting and retaining top talent.
Do you have in-house marketing leadership for your accounting firm? In this session, CMO of leading accounting firm Nordens, Ashlee Cooper, shares her experience of being a CMO in accounting and answers your questions about growth and more.
Xero Theatre
Demo Room
Please note Digital Accountancy is only available for accountants in practice by submitting your details you are agreeing to our terms and conditions and privacy policy.
Please note Digital Accountancy is only available for accountants in practice by submitting your details you are agreeing to our terms and conditions and privacy policy.
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