ICAEW North West: Sole and small practice insight group | 2025

ICAEW North West: Sole and small practice insight group | 2025

No Charge
Available
Virtual
North West
North West Region
Jul
2
Tue
-
Dec
2
Tue
12:30
-
PM
13:30BST
Schedule Description: Join our insight group tailored for sole practitioners and small practice owners. In this virtual forum, you'll discover a valuable sounding board for
CPD hours: 1
Zoom Passcode: ruth.wiggs@icaew.com

Description

Join our insight group tailored for sole practitioners and small practice owners. In this virtual forum, you'll discover a valuable sounding board for discussing options, seeking advice, and gaining objective opinions from experienced professionals in similar fields. This group offers a platform to share ideas, knowledge, and build a trusted network of like-minded professionals, providing benefits and opportunities for you, your practice, and your clients.

Please choose from the dates below to view more details.
3 June 2025 Book here
2 September 2025 Book here
2 December 2025 Book here

Event Information

Working as a small or as a sole practitioner, can often leave you without a sounding board or unable to explore the issues facing your business. These non-judgemental, confidential sessions are designed to create a community of supportive peers.

Operating under Chatham House Rules, each session allows you to discuss best practice, challenges, share ideas, and share experiences with likeminded fellow practitioners.

There is not set agenda for these meetings, some will have a theme or topic to explore, others will be open. However, there will always be time to explore the challenges and issues of the day. All participants are encouraged to take an active part in the conversation, to bring their ideas to the session and to contribute to the setting of topics for discussion.

Who should attend?

  • Sole practitioners or owners & partners in small practices, who are looking to build a professional network of peers & contacts, to support, work through ideas and share best practice on common issues;
  • Those considering leaving their current employment and becoming a sole practitioner, and who would like to learn more about what to expect;
  • Those setting up as a sole practitioner, and who want to learn from others able to share valuable advice and insight - and help them avoid the pitfalls;
  • Sole practitioners looking to extend their services by growing their business and considering moving to the partnership model, and
    Practitioners who are considering setting up as, or are new to being, a small practice owner or partner.

There is no charge to attend.

Event enquiries 

Should you experience any difficulties booking onto the event, please go to our events support page - how to book. If you need assistance making a booking, please contact the Events Information team who will be happy to support with the online booking process.

Just click contact us.

Your local event organiser will also be able to assist with any last minute questions if you are unable to reach our Events Information team.

Event Organiser - Ruth Wiggs

Have you joined our LinkedIn group?

Join our group and meet local members here!

Whilst there is no set agenda for these meetings, unless by request, the meetings are facilitated, with all participants encouraged to take an active part in the conversation, to bring their ideas to the session and to contribute to the setting of topics for discussion, which have previously focussed on:

  • Setting up in practice – the legal requirements
  • Client attraction & business development
  • Recruiting & onboarding staff to your practice
  • Growing your offering & your practice
  • Marketing, promotion and building your profile
  • Hourly rates & competitive pricing structures
  • Practice management, governance & compliance, including anti-money laundering and ‘KYC’ processes
  • Selecting and implementing cloud software packages
  • Making tax digital and dealing with HMRC
  • Impact of the latest regulatory & legislative changes
  • Understanding of technical updates
  • Complex accounting & taxation cases
  • Preparing for your ICAEW QAD visit
  • An update on routes to the ACA qualification
  • Staff training, retention, and succession planning
  • Opportunities for the small practice in the current environment
  • Local economy & infrastructure – opportunities for your practice & clients

About the chair

Justin Kyriakou | Regional Director for the North West region | ICAEW

Please note that the programme is subject to change

Time Session
12:30 Arrival, welcome and introductions
12:30 Themes, topics and open discussion
13:30 Conclude

RateCost
PriceNo Charge

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

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