Smart Accounting Event #2

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Smart Accounting Event #2

3 October 2018 @ 2:00 pm - 6:00 pm

Free
smart accounting event number 2

Join the award-winning author Heather Townsend who will be talking with several leading accounting practices about how they have profited from cloud technology.

Take your practice skywards! – Hear from those practices who have already discovered the benefits of switching to the cloud.

Future proof your practice: arm yourself with the tools to grow a profitable business.

We have brought together 4 practices to share and discuss the benefits and the challenges faced, join us on October 3rd to hear and learn from their stories.

Details

Date:
3 October 2018
Time:
2:00 pm - 6:00 pm
Cost:
Free

Venue

Content Pack Marketplace

QX Accounting Services

Resourcing services for Accountants, by Accountants

QX Accounting Services can really make a difference to your practice; supporting accountancy businesses with core functions such as bookkeeping, tax, payroll, audit support, and accounts is at the heart of the QX service.

We are a North Yorkshire-based, ICAEW-member company with more than 1,000 skilled accountants serving UK clients from our five delivery centres in India.  We provide UK-standard outsourced accountancy services to a diverse client base consisting of 350 accountancy practices. This includes 100+ TaxAssist franchises in the UK and Ireland.

Benefits

  • to get immediate access to resources they need, whenever they need it
  • to take on overflow work when they can’t cope with themselves
  • to increase their profitability by using a lower-cost source for their accountancy work
  • to enable them to focus on more profitable work by passing over the time-consuming element
  • to allow them to expand without the need for costly recruitment or investment in staff

Whatever the reason, you know you can rely on QX for a rapid turnaround, security of data and guaranteed delivery.  Our aim is to provide unbeatable value every time.

Using a core team of accountants trained to UK standards and working to pre-defined KPIs, we can deliver savings of 40-50% on overall in-house operations costs.  Initial processing takes place in the UK, eliminating the requirement for client data to leave the country.

As an ISO 27001 (Information/Data Security), ISO 9001 (Quality), and ISO 27701 (Global Privacy) certified organisation, we have stringent quality, IT, security and privacy processes in place to ensure your data is protected and kept secure in the UK, Ireland and India. In fact, we are the first accounts outsourcing company in India to be GDPR compliant via the British Standards Institution (BSI) framework.

On-shore Support

Account Manager, Shalin Shah, is based on-shore in London to ensure you have the local support you need.

Mercia Group

Enabling accountancy and tax professionals to do business in the right way

We are Mercia Group

Mercia is one of the leading training and support services providers to the UK & Ireland accountancy & tax profession.

Our training events, face-to-face and digital, are attended by over 7,000 firms.  Our clients promote their firms with our marketing service and rely on our technical products, including our year-end and audit content packs in conjunction with MyWorkpapers.

Mercia helps improve the entire team's skill, knowledge, and efficiency, whilst also improving the firm's brand presence and reputation.

How can we help with Content?

We can offer technical expertise to accounting firms by providing the technical knowledge that firms need to stay up-to-date, compliant, and efficient.

Using the Mercia content in the MyWorkpapers platform ensures that you’re reducing the risk of errors, enabling standardisation across your firm, and ensuring consistency and quality are maintained.

We offer a wide range of manuals all of which are updated on a real-time basis with changes to rules and regulations, to make sure you are always up to date.  We have content in the following areas audit, specialist assignments, practice compliance, and anti-money laundering

Mercia Group

Enabling accountancy and tax professionals to do business in the right way

We are Mercia Group

Mercia is one of the leading training and support services providers to the UK & Ireland accountancy & tax profession.

Our training events, face-to-face and digital, are attended by over 7,000 firms.  Our clients promote their firms with our marketing service and rely on our technical products, including our year-end and audit content packs in conjunction with MyWorkpapers.

Mercia helps improve the entire team's skill, knowledge, and efficiency, whilst also improving the firm's brand presence and reputation.

How can we help with Training?

We offer a broad range of technical courses across multiple specialisms and core disciplines.

Our training programme is designed to exceed the needs of you and your firm providing updates on the latest regulatory changes and insights, whilst upskilling individuals to advance their capabilities.

We combine face-to-face, live streamed and on-demand courses as well as some new features and content for 2023 to enable us to support your practice regardless of your training needs.

We have flexible solutions for firms of all sizes, with training memberships, in-house offerings which are delivered exclusively to your team, Pay as You Go solutions and bespoke packages.

New for 2023

CPD Bite-Sized

Taking topical issues from our recent CPD update courses and providing you with focused sessions which enable you to dip into key topics during gaps in your working week.

Early Careers Programme

Our training programme for students has been redesigned offering a blended approach of on-demand e-learning and tutor-led, live streaming courses.

We have used our experience of working with students to create suggested pathways to run concurrently with their technical skills training

CPD Back to Basics

We have revamped our back to basics courses, they are available on-demand suitable for qualified members of the team looking for a refresher on a specific topic.

Skills, Management and Leadership Programme

A new look range of courses for 2023 covering all members of the team from students to partners.

Key areas of focus include topics such as Emotional Intelligence, Wellbeing in the Workplace, Networking and Leading a Team.

FibreCRMFibreCRM

Sick and tired of disjoined and frustrating onboarding processes? Wish there was a better way to manage your practice’s leads and opportunities?

FibreCRM is a Client Onboarding and dedicated Client Relationship Management solution designed from the ground up for accountants.

Offering a single point of truth for practices, it integrates with a wide range of practice management and online accounting platforms, including CCH, IRIS and Xero, to create a seamless process for onboarding and managing client relations.

Onboarding

Manage KYC, capture client data securely, run AML checks and perform ongoing monitoring and sync data to/from your Practice Management software easily.

If you are frustrated with inefficient and confusing onboarding processes, then FibreCRM can simplify and streamline this for you.

Business Development

Upsell, cross-sell, analyse and more to build your revenue to new heights. FibreCRM is designed to help partner and business development teams to spot opportunities within their practice at the click of a button.

Client engagement

Are you out of touch with your clients? Despite your best efforts, it can be a challenge to keep in regular contact with new and existing clients. FibreCRM strengthens your client engagement by designing your own strategies that prompt you to contact your clients at the right time.

What’s more, it has built-in NPS surveys and a 360-client view, so you always know how your clients feel about your services.

Hat Group LogoHAT

Hat Group – Providing compliance, training, and recruitment for Accountants

The HAT Group provides a range of services to accountancy firms across the UK. A consortium of over 60 UK-based firms, HAT offers a range of content and bespoke consultancy services for established firms.

It works with a wide range of firms to help them deal with ever-increasing and changing regulations.

HAT analyse and assess relevant changes and provide both members and non-members with the necessary training and support to run their businesses successfully.

This allows firms to focus on the important matter of servicing their clients.

Recruitment

Through its far-reaching recruitment service, HAT is well-placed to source, select and place the best recruits with its members across the UK.

Training

HAT’s in-house training courses are designed for people at the start of their careers, as well as those continuing their professional development or needing to learn about a specific subject.

Advisory

HAT’s advisory services focus on compliance checking for their members to ensure they are delivering fully legal services to their clients and regulators.

This includes a free technical helpline for queries members have about audits and accountancy, and a bespoke consultancy service for firms to make sure they are efficient and sustainable.

Whether you are a two-partner firm or a mid-sized business, the HAT Group will help you provide the best possible service to your clients.

CFNCorporate Finance Network (CFN)

The CFN is the national brand leader in SME corporate finance in the UK and helps accountancy firms and corporate finance advisers to provide SMEs with probably the most complete & practical business advice that is available anywhere in the UK.

Its member firms work with SMEs to grow well-capitalised businesses, organically or by acquisition and encourage business owners to plan for their eventual exit.

Recognised as the experts in smaller company transactions, typically up to £5 million, CFN members work with owner-managed businesses to help them run better businesses, that are more saleable and more valuable for when the time is right.

How CFN can help you

The CFN provides a range of resources to its members to support different elements of Deal Origination, Deal Cultivation & Deal Execution.

  • Coaching, training, mastermind groups and national conferences – to teach, inspire and share ideas or knowledge
  • Marketing and PR, both locally and nationally, to businesses and professional contacts to raise awareness of corporate finance
  • Technical support, practical tools, resources and systems to enable more efficient assignments
  • Research and market intelligence to inform and enable more effective deals

All sizes of accountancy firms are welcome, with the CFN providing three categories of membership depending on how firms their corporate finance service – Reactive, Active and Proactive

JecJE Consulting

We make professional services firms come to life

Why tell the same old story when you can do it differently? That’s the approach our company was founded on more than two decades ago. Today, JE Consulting uses a unified approach to social media, web design and direct marketing to invent a new narrative for professional firms.

On-demand

Working with us means you have access to a one-stop shop for all your promotional requirements. Our efficient and cost-effective solutions enable you to achieve much more, improving both your bottom line and the services you can provide.

Complete digital strategy

Make sure potential clients find you first on line. Enhance your clients’ on line experience with you with managed and meaningful social media. A complete, technically accurate and measureable digital plan that delivers tangible results.

Outsourced marketing department

If you don’t have the time or manpower to manage the marketing plan, we provide you with a fully outsourced marketing service. From strategic planning to the management and production of every marketing activity, we have the team to deliver your plan and deliver measureable and tangible results.

Unparalleled experience

Our experience and knowledge of the accounting and finance sector is unrivalled. We understand the profession and the needs of your clients.

Dedicated support team

From day one, you’ll be allocated a dedicated point of contact and support team who’ll keep on top of your deadlines and work passionately to meet your goals.

Social media

Change the way your clients see and feel your brand online. Our complete social media service allows you to get your message out there, reach new markets and connect with existing clients.

Mercia Group

Enabling accountancy and tax professionals to do business in the right way

We are Mercia Group

Mercia is one of the leading training and support services providers to the UK & Ireland accountancy & tax profession.

Our training events, face-to-face and digital, are attended by over 7,000 firms.  Our clients promote their firms with our marketing service and rely on our technical products, including our year-end and audit content packs in conjunction with MyWorkpapers.

Mercia helps improve the entire team's skill, knowledge, and efficiency, whilst also improving the firm's brand presence and reputation.

How can we help with Marketing?

We can help you promote your firm; we have a wide range of flexible solutions for your practice.  We combine our specialist in-house technical knowledge with our marketing and design expertise to develop a range of products to suit firms of all sizes.

Our products are available in various formats, easy to understand and enable you to showcase your expertise to your clients both existing and prospective, they include.

Communication products

We produce a wide range of topical and technically accurate content in printed or digital formats for you to communicate to your clients.

Whether you require regular communications such as briefings or newsletters or if you are after something more specialist we can help with our range of technical guides and factsheets.

We also have a range of client letters, that relate to topical issues, these are available in a format that makes them easy for you to adopt

Communicating key information relating to accounting, auditing, or tax in a way a client easily understands is never easy, our communication products focus on practical advice that your clients can understand.

Digital Marketing

We specialise in designing and building websites for accountancy firms in the UK using content that you can trust.

Each website comes complete with high-quality content specifically tailored for accountancy firms.

Our technical experts have written the content, which is automatically updated for you, so you can ensure it is relevant and up to date, without the hassle of updating it yourself.

In addition, for our website clients, we offer a social media solution to help establish your firm as an accountancy expert.

We post daily on LinkedIn, Twitter, and Facebook you can incorporate our solution into your existing social media strategy or rely on this content to keep your social media accounts active and visible.

Budget & Tax

We produce comprehensive summaries of the various Chancellor’s fiscal announcements, including budgets and statements.  We make them available to you the following day, making sure your clients have the important information when they need it.

We produce annual tax rates guides covering the latest rates and detail for each tax year, these are available in a variety of sizes and formats to suit your needs.

2020 Innovation2020 Innovation

Providing innovative solutions for a successful future, 2020 Innovation is one of the UK’s leading providers of training to the accounting profession.

2020 Innovation members receive support in business advisory, practice development, marketing, MTD, and new technologies, plus CPD training in audit, accounts and tax.

Its priority is to help firms grow their client base and expand their service offerings in an ever-changing environment.

Membership is specifically designed to provide firms with all the support they need at a price everybody can afford – starting from just £90 per month and including over 100 hours of CPD for your entire fee-earning staff!

2020 Innovation offers…

  • Virtual Member Meetings in which small groups discuss the challenges they face, share ideas and identify opportunities.
  • Comprehensive accredited CPD programme and support for your entire team, at a price everybody can afford.
  • CPD, Tax, International, Audit and Accounts, FCA training programme.
  • Innovative training, marketing and business advisory solutions for accountants and tax professionals.

With over 1,000 members, 2020 provides training, resources and support to approximately a quarter of all UK accountancy firms.

LogoName

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Nam malesuada porttitor justo a elementum. Fusce aliquam euismod libero. Pellentesque et erat a ex gravida aliquam. Sed vitae aliquam magna. Proin convallis magna vitae augue suscipit pretium. Donec feugiat pulvinar nulla, at consequat mauris porta at. Vestibulum laoreet nisi at arcu molestie, vel iaculis justo ultricies. Morbi tincidunt enim eu elit ornare varius. Proin pellentesque, libero eu pellentesque tristique, justo ex finibus odio, gravida posuere nunc ipsum sit amet orci. Suspendisse tincidunt purus nec tortor iaculis, sed scelerisque purus eleifend. Sed accumsan porttitor iaculis. Cras aliquet quam at nibh efficitur, id malesuada odio viverra. Praesent gravida euismod tincidunt. Curabitur et venenatis erat. Curabitur porta, sem sed bibendum dapibus, libero lacus porta diam, et fringilla sapien tortor non lorem. Nullam facilisis ullamcorper consequat.

IRIS Resourcing

Allow our experts and accounting specialists to fill in the gaps and inject additional capacity into your practice with the help of IRIS Resourcing.

IRIS Resourcing brings you cost-effective, secure and reliable resources.

IRIS Resourcing brings you cost-effective, secure and reliable resources to resolve any talent gaps, extend your practice services and reduce costs whilst increasing profits and margins.

We provide support to businesses of all sizes for a range of services including year-end accounts preparation, iXBRL tagging, payroll processing, personal tax return preparation, bookkeeping and making tax digital (MTD).

Microsoft Excel

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Nam malesuada porttitor justo a elementum. Fusce aliquam euismod libero. Pellentesque et erat a ex gravida aliquam. Sed vitae aliquam magna. Proin convallis magna vitae augue suscipit pretium. Donec feugiat pulvinar nulla, at consequat mauris porta at. Vestibulum laoreet nisi at arcu molestie, vel iaculis justo ultricies. Morbi tincidunt enim eu elit ornare varius. Proin pellentesque, libero eu pellentesque tristique, justo ex finibus odio, gravida posuere nunc ipsum sit amet orci. Suspendisse tincidunt purus nec tortor iaculis, sed scelerisque purus eleifend. Sed accumsan porttitor iaculis. Cras aliquet quam at nibh efficitur, id malesuada odio viverra. Praesent gravida euismod tincidunt. Curabitur et venenatis erat. Curabitur porta, sem sed bibendum dapibus, libero lacus porta diam, et fringilla sapien tortor non lorem. Nullam facilisis ullamcorper consequat.

The dot HQThe dot HQ

Partnering with accounting firms to set up their own offshore remote teams.

The dot HQ are trusted providers of skilled staff/resources, with over 20 years of experience of working with Top 100 UK accounting firms.

Our experts can automate and enhance your accountancy deliveries in the following functions:

  • Bookkeeping
  • Audit
  • Payroll
  • Tax
  • Year-End
  • Management Accounts

With clients in UK, Ireland, Canada and the US, dots’ UK based team is available on hand to understand your requirements and to act as a conduit between you and your team in India.

The dot HQ is focused on tech driven accountancy outcomes. dots’ proprietary workflow management software dotKris helps you manage jobs, performance and customer relationships, thereby improving the services you deliver.

PODs- Professionals On Demand, are qualified and experienced accountants that we recruit, train to become an extension of your in-house team.

Your POD is the remote team member that works exclusively for you, on your systems and is in trained and certified in the MyWorkpapers software, so you can feel assured that when you have dot as an offshore partner, dot’s staff are trained and ready to be deployed on your systems.

How your PODs can help you grow your business.

  • Substantial savings on cost of recruitment and training.
  • No hassle of extra rent space and additional office expenses.
  • Avoid investing in expensive hardware equipment.
  • Staff replacement cost. (If any POD leaves)
  • Monthly feedback meetings via Teams, Zoom and other video call platforms to ensure control.

Why set up your own offshore remote teams with dot?

Fill the skills gap – Offshoring your work to your own remote teams allows you to access our pool of talented resource that are highly skilled and trained in the latest software and technology.

Significant cost saving- Offshoring can help you with a sizeable cost reduction in the rates that dot offers for skilled resources compared to in-house employees.

Forbes Computer SystemsForbes Computer Systems

Forbes produce a comprehensive range of software for accountants, which is written specifically for Windows.

This long-established innovator works with a wide range of accounting professionals to offer packages that make their lives easier.

Forbes taxation packages are developed by a team consisting of qualified software
developers and accountants.

The harmony of this multi-disciplinary team has resulted in some of the most technically advanced content packages on the market.

All of Forbes packages are simple, yet versatile to use, and are updated and improved regularly by listening to feedback from users.

This has resulted in taxation software that is quick to learn yet encompasses advanced technology such as Filing by Internet and XBRL.

Data entry and navigation have been designed to be flexible and user friendly, allowing data entry either directly onto the return or by means of data screens.

This flexibility allows both a high level of functionality and a very short learning curve, supported by helpful training.

Intuit QuickBooks

QuickBooks offers accounting software designed specifically for accountants and bookkeepers. With QuickBooks, you can increase your practice time and manage everything in one place.

You'll have real-time access to your clients' data, ensuring that they have the information they need to make the right decisions and are compliant with the requirements of Making Tax Digital for Income Tax Self-Assessment and VAT.

In addition, QuickBooks provides comprehensive support for accountants, including free accounting and payroll software.

Training and exclusive discounts are also available to practices to help you maximise your efficiency and profitability.

Quickbooks can help you to:

Feel Supported

You can rely on Quickbooks for support, whether you need expert product assistance from real people, assisted onboarding for yourself and your clients, or free training.

Save Money

You can save money right from day one with QuickBooks’ subscription plans. Your own subscription will be free, and your clients' subscriptions will be discounted, resulting in real savings for everyone.

Build your Practice

Quickbooks are here to help take your practice to the next level by enabling you to be discovered by new clients and providing you with free marketing support to facilitate your growth.

Here to help

Quickbooks’ objective is to help you provide real value to your clients by creating simple, intelligent accounting software that offers the necessary support to meet your clients' needs.

Ready to take the next step with QuickBooks?

Iris

Used and trusted by more than 23,000 UK accountancy firms, IRIS has a range of practice management solutions designed especially for professionals.

Many firms use IRIS’s award-winning accounts software as a key partner to run their business – with 91 of the top 100 UK firms relying on its systems.

IRIS know one size doesn’t fit all and have software for accountants in businesses of every shape and size, no matter what your strategy or needs.

With more than 50 different solutions designed to help accountants live easier lives, and with a host of helpful integrations, IRIS is a leader within the profession.

Stress-free, time saving systems

IRIS’s straightforward accountancy software helps firms to make substantial time and efficiency savings.

Making compliance simple

IRIS has spent more than 40-years being first on compliance for UK accountants.

Start-to-finish support

Every aspect of your work and each stage of the client journey, from beginning to end, is covered by IRIS’ fully digital solutions.

Why accountants choose IRIS Software?

Productivity

Eliminate day-to-day chores and automate manual tasks to ensure you can get more done and spend more time with your clients.

Cost-effective

IRIS can demonstrate how the time and effort saved outweigh the subscription costs.

Connect with clients

IRIS transforms how accountants engage and connect with clients and prospects, to help them win and retain more work.

Office 365

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Nam malesuada porttitor justo a elementum. Fusce aliquam euismod libero. Pellentesque et erat a ex gravida aliquam. Sed vitae aliquam magna. Proin convallis magna vitae augue suscipit pretium. Donec feugiat pulvinar nulla, at consequat mauris porta at. Vestibulum laoreet nisi at arcu molestie, vel iaculis justo ultricies. Morbi tincidunt enim eu elit ornare varius. Proin pellentesque, libero eu pellentesque tristique, justo ex finibus odio, gravida posuere nunc ipsum sit amet orci. Suspendisse tincidunt purus nec tortor iaculis, sed scelerisque purus eleifend. Sed accumsan porttitor iaculis. Cras aliquet quam at nibh efficitur, id malesuada odio viverra. Praesent gravida euismod tincidunt. Curabitur et venenatis erat. Curabitur porta, sem sed bibendum dapibus, libero lacus porta diam, et fringilla sapien tortor non lorem. Nullam facilisis ullamcorper consequat.

Sage

Technology and software alone will not help your practice reach its full potential, but Sage for Accountants can help you achieve your goals.

Sage provides an award-winning customisable platform offering human support and game-changing tools.

Its purpose? To make your life easier and your clients even happier.

Sage for Accountants helps you to:

  • Digitise work from creating proposals to advising clients
  • Better advise clients with smart reports
  • Build skills across your team
  • Join courses to build a 4-step practice success plan
  • Access discounts and rewards
  • Impress clients with clear pricing

With this one platform you can build the perfect space to manage practice and client work, all while staying compliant with the latest changes.

Sage can offer:

Solutions designed for you – Sage offers a range of systems that can be tailored to meet your practice’s requirements.

4-step practice success plan – Enjoy four hours of on-demand masterclasses to teach you how to overcome every practice challenge.

Tax – Benefit from three integrated tools that help you manage Final Accounts, Corporation Tax, and Personal Tax free for every client.

Sage Membership – Join Sage’s community and access free training, talks, and articles

Access to Sage Points – Start adding tools, earn Sage Points, and enjoy discounts.

Xero

Xero is a market leading cloud accounting platform that helps accountants and bookkeepers to offer the latest in innovation.

With a wide range of beautiful solutions for professionals, Xero can revolutionise the way that you operate as a firm.

Xero helps you to…

Become more efficient

Working more effectively allows you to lower prices and attract more clients. Xero’s time saving software and business intelligence allows you to use your time more effectively to offer valuable insights.

Grow your revenue

Create time for more work and take back control of your practices workflow by accessing data on the go and implementing automation that helps you do more work, in less time.

Expand your practice

Greater efficiency frees up resources and creates the capacity to take your business wherever you want. Grow your clients, your team and your profit with Xero and its partner applications.

Get free software

Access client and practice management software that will transform the way you work and become a partner to get exclusive offers for your clients.

Automate and integrate

Over 1000 third-party apps connect with Xero to manage a wide range of tasks within your practice.

Centralise working

Xero puts all your tools and data in one place, to make information easier to access so you can guide de clients to make better business decisions.

Compliant

By being compliant with the latest accounting standards, tax legislation and audit rules, Xero can help you maintain compliance, including with the latest changes to Making Tax Digital.

MoneyPenny Live Chat

Tailored answering services for accountancy firms

Hundreds of UK firms rely on Moneypenny’s call and live chat support to enhance their client journey and ensure every new enquiry is captured in the most cost-effective way possible. We do this by giving you your own receptionists, who are experienced in looking after communications for the accountancy sector, to manage calls and chats on an overflow or 24/7 fully outsourced basis. Superpowered by our proprietary technology and integrated with Microsoft Teams, they’ll deliver client conversations as confidently and knowledgeably as your in-house team.

Try Moneypenny FREE

See for yourself the benefits Moneypenny will bring to your firm, with a free 2-week trial of our Telephone Answering and Live Chat solutions. With no set-up costs or obligation to continue, there’s nothing to lose.