How tech is transforming the accountant-client relationship with Xero

Event information

The accountant-client relationship is at the heart of every thriving small business. This session will explore how technology is revolutionising that relationship; we will delve into how accountants can leverage technology to automate routine tasks, gain deeper insights with intuitive tech, and enhance the client experience by providing a more streamlined, personalised, and efficient service. The session will emphasise the importance of building trust and loyalty through exceptional client service and highlight how technology such as the Xero platform can help accountants acquire and retain clients, improve client satisfaction and drive practice growth.

Key benefits

• Gain an understanding of how technology is reshaping the dynamics of accountant-client interactions.
• Learn how to leverage digital tools to foster stronger, more meaningful client relationships.
• Discover how to automate routine accounting tasks, freeing up valuable time for strategic client advisory.
• Understand how these insights can be used to provide more personalised and valuable advice.
• Learn how improved client satisfaction and operational efficiency can translate into practice growth.

About the speaker

David Bates, Partner Consultant, Xero With over seven years as a cloud-focused accountant and three years at Xero, David is passionate about helping accountancy firms thrive in a rapidly evolving digital landscape. As a Partner consultant he works closely with partners to streamline their operations and drive growth through Xero’s tools, while enhancing client services through smarter, more efficient practices.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.