Power Your Digital Practice workshop
More businesses than ever before are embarking on a digital transition towards cloud accounting, but with the myriad of digital apps and tools available this can be incredibly puzzling. If you have recently embarked on your digital journey yet still feel puzzled, this workshop will enable you to get to grips with selecting the best add-ons for your accounting ecosystem. Learn how to fully utilise your cloud-based system, the different tiers of apps available, the cost benefit of full integration of your software, and how to ultimately deliver better service to your clients.
App Advisory (advising clients on the Apps that can help solve business problems) is now becoming a revenue stream that is being considered by many firms. But what is it? how can a firm deliver the service? and how can a firm make it profitable?
Join one of our workshops, in London, Manchester, Bristol and Birmingham, to explore the benefits and opportunities that adopting cloud based systems and tools can bring to your firm, and importantly your clients. Hear from one of the UK's most reputable App Advisers, Matt Flanagan, who will explore why apps are frequently being considered by many firms as a profitable business solution, and why this revenue stream is a prerequisite for future growth.
Attend a workshop to gain invaluable clarification from industry experts and practical tips on how to:
• Develop and harness all the functionalities cloud based accounting has to offer• Benefit fully from efficiencies provided via apps and bank feeds • Facilitate a clear digital practice strategy
Please select your preferred location and date from the drop down menu above to book your place.
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Registration & Coffee
Powering your Digital Journey: Introduction and overview of the next steps to digitising your practice
Nila Khan, Practice, ICAEW
Using Apps to automate data entry: Apps are the key to minimising labour intensive capturing of client books and records. Without these being an integrated part of your Firm’s digital eco-system, cloud accounting does not release cost benefits to either client or accountant. Learn how to select and implement bank feeds, apps and other add-ons to make your cloud accounting package work as hard as it should for your Firm to provide quality real time data.
Matt Flanagan, Blue Hub
The Client Journey: How to bring your clients to the cloud
In this interactive workshop, we’ll be discussing how to bring your clients to the cloud using our ‘5 steps to digital’ methodology.
We’ll also share tips and advice from other accounting firms on how to take control of your workflow and client relationships to build efficiencies and position yourself as a trusted advisor.
Kelly Bhamra, Senior Business Development Manager and Joel Slater, Business Development Manager, Intuit QuickBooks
Develop your digital practice: App advisory is the new buzzword in the digital landscape for finance in business. Having secured quality real time data via your cloud accounting system, why not offer app advisory as a service to do this? Here Matt Flanagan will guide us through how to develop a profitable offering in the app advisory market.
Matt Flanagan, Blue Hub and ICAEW Member
Panel Q&A: Opportunity to participate in an open forum. Ask the panel of experts your questions
Lunch & Networking
NB. Programme may be subject to change
Matt Flanagan is a cloud business systems specialist, working in close partnership with forward thinking accountants to support their transition to cloud accounting & developing relevant advisory services. Matt’s background was 15 years in enterprise IT delivery on HMRC & NHS platforms, leaving the corporate world in 2012 and has been working in the cloud accounting sphere since 2014. More recently having lead BlueHub (Inventory App Advisors) as one of the leading App Integrators and also founded Appacus the Community for Accounting & Bookkeeping firms who want to properly adopt and take advantage of what the Apps can offer both their firms and their clients. Matt has been monitoring and commentating on the 1st phase of Making Tax Digital (MTD) and accounting firm’s digital transition for the last 18 months. Cloud adoption and client selection are key areas that Matt works with firms to improve engagement and client retention, ensuring firms are thinking about being Advisory ready as well as MTD ready.
Kelly Bhamra is a Senior Business Development Manager at Intuit, where her role is to support accounting practices with developing cloud-based technology strategies to attract and retain clients.
Joel Slater is a Business Development Manager at Intuit, where he partners with forward thinking Accountancy firms to get their practices MTD ready and build business strategies for improving processes and realizing cloud efficiencies.
Keith Wood, FCA, West Lancs Chartered Accountantsis a Senior Business Development Manager at Intuit, where her role is to support accounting practices with developing cloud-based technology strategies to attract and retain clients.
Sean Farnell, FCA, Partner Burgis & BullockSean is a Partner in Burgis & Bullock Chartered Accountants and business advisory firm specialising in profit and process improvement and wealth retention. Sean has a full portfolio of clients ranging from personal tax, through small businesses and family owned Limited Companies, as well as larger company clients. His main area of responsibility focuses on non-regulated services for clients, in particular on providing business advice, profit growth support and systems and process assistance. Currently working with business leaders across the UK to actively grow market and profit share, Sean is a founder member of Business Mastermind Groups supporting local businesses to improve customer feedback and proactively refer qualified business. Systems advice, strategic planning and business profiling. Business and profit improvement coach. Professional business speaker and adviser to UK Accounting firms. Founder member of the QHG group for process and relationship improvement within the UK Accounting profession. Practical, down to Earth advice - No Jargon! Sean has been a Board Member of Coventry and Warwickshire Local Enterprise Partnership (CWLEP) since 2013 and is also a Board Member of Coventry & Warwickshire Reinvestment Trust (CWRT), as well as an active member of the local Federation of Small Business and CW Chamber of Commerce.
Emma Chesson, FCCA, Head of Online Services, Kreston Reeves LLPEmma joined Kreston Reeves from Highsted Grammar School in 2001 and qualified as a Chartered Certified Accountant in 2008. Emma has worked with a diverse range of clients assisting them with their accounting, tax and other financial needs. Emma specialises in clients looking to outsource their accounting, payroll and finance functions, and has a special interest in making companies compliant with the government's initiative Making Tax Digital.Emma is also part of the Kreston Reeves Growth team. Assisting businesses to design, build and activate their own strategic Growth Business Plan after understanding where they are now and where they can realistically get to.Working with businesses, Emma aligns their business values to build into a vision that can be transformed into a business model that takes them from their today business to tomorrow and the future.These businesses result in having a renewed sense of purpose and clarity in what to do next and an understanding of how to build out their Growth System for short term and long term income and equity.
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