How to build a practice fit for future growth

Now available on-demand

Overview:

Wolters Kluwer research and data from Accounting Excellence Awards entrants confirm that with MTD, digital workflows are increasingly coming into play in practice.

The chain spans all the way from marketing and on-boarding, to tax preparation and advisory services.

This session will identify the areas where practice owners and managers should be focusing their attention over the next few years and take a practical, step-by-step look at enhancing key client-facing tasks such as:

 

  • Marketing
  • Client onboarding and communication
  • Information gathering, storing and processing
  • Accounting engines
  • Filing with HMRC/CoHo
  • Advisory services – benchmarking, budgeting/forecasting
  • Billing
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Host:

John Stokdyk

John Stokdyk

Editor, AccountingWEB

Panelists:

Emma Chesson

Emma Chesson

Head of Online Services, Kreston Reeves

Matt Crook

Matt Crook

Managing Director, Wolters Kluwer

Rebecca Trudgett

Rebecca Trudgett

Director & Founder, Switchfoot Accounting