AWLE 2021 Show Guide

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WELCOME

Welcome to the very first AccountingWEB Live Expo – and one of the first live events for the profession in two years – we are so excited to be hosting you over the next two days.

Plus HMRC is present, with representation from First Permanent Secretary and Chief Executive Jim Harra, Head of MTD Giles McCallum, Deputy Head of MTD Richard Fowler and others.

AccountingWEB has been listening to you, our audience – your hopes and fears, your business challenges and the huge extent to which you have supported your clients through these turbulent times – to ensure that we deliver an event that is relevant to your needs.

Don’t forget to take the weight off your feet at the Chill & Charge Zone, sponsored by Sage, join us for Happy Hour at the AccountingWEB stand (G18) on Weds 1 Dec at 3pm and if you haven’t already, grab your tickets for the AccountingWEB After Party from the AccountingWEB stand (G18) too.

This expo is AccountingWEB brought to life – an extension of what we strive to bring to you on a daily basis through the news website and online community.

We have around 80 exhibitors here to show off their services to you, giving you the invaluable opportunity to do your research, see the latest tech in action, find out what’s best, see what’s changed, discover what your peers use – and then do your shopping.

This inaugural expo is just the start of what AccountingWEB has planned for 2022 and beyond, as we rise to the challenge that you, our community, has set for us.

I can’t wait for the next two days, to meet some of you face to face and to celebrate this incredible community!

Our conference sessions will support that and give you the latest insight and inspiration and arm you with questions to ask vendors, while our vendor tech workshops will detail the specific features of your preferred platforms.

Best wishes,

Joanne Birtwistle Editor-in-Chief, AccountingWEB

We are also joined by all of our AccountingWEB Live digital regulars and there are seminars, workshops and lectures from the likes of Rebecca Seeley Harris, Alastair Barlow, Yogesh Patel, Bobby Lane, Aynsley Damery and over 50 more!

CONTENTS What’s On

4–5

The Conference Programme Overview

7

Accounting Excellence Keynotes

8–9

Entrepreneurs’ Theatre

14 – 15

Any Answers Community Hub

16 – 17

Tech Workshop Theatre 1

18 – 19

Tech Workshop Theatre 2

20 – 21

Partners & Sponsors

22

Exhibitor List & Floorplan

24 – 27

AccountingWEB Tax Academy

10 – 11

Exhibitor Profiles

29 – 43

Accounting Excellence Strategy Academy

12 – 13

Product Guide

45 - 50

Organised by Published by

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While every effort has been made to ensure accuracy in the completion of this publication, the organisers and publishers cannot accept any liability for any errors or omissions.

Event WiFi sponsored by

Network: AccountingWEBLiveExpo Password: Sage

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WHAT’S ON THE CONFERENCE

With seven theatres, 60+ sessions, and over 45 hours of CPD accredited learning, the conference has been created to help you tackle today’s challenges while preparing for 2022 and beyond.

Discover the latest on MTD (with HMRC reps available for questions), learn how to build out your tech stack or dig deeper on the shift to advisory.

Check out the programmes on pages 8-21.

Not booked a session?

Don’t worry, simply head to the Theatre 10 mins before the session starts and we’ll allocate seats or standing room.

CPD ACCREDITED

Simply by attending today you’ve already earned eight hours of CPD points!

Fully accredited by The CPD Certification Service, our conference programme is packed with workshops, panels and lectures that will give you additional CPD hours – perfect if you’re missing hours against specific topics.

Just ensure your badge is scanned on entry to the sessions and we’ll be in touch afterwards with your certificate. Register for sessions now to make sure you reserve your spot and receive your points.

THE EXHIBITION

The place to compare, research and buy!

Over 80 software vendors and service providers are exhibiting at AccountingWEB Live Expo.

With tech workshops and expert seminars to prep you with the real-world knowledge you need, AccountingWEB Live Expo is the one-stop shop for accounting technology.

Check out the full exhibitor list on page 24 and the floorplan on pages 26 and 27.

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SOFTWARE AWARDS

Launched in 2006, the AccountingWEB Software Awards have become the UK’s biggest survey of accounting software, enabling users to vote for their favourite software on AccountingWEB all year round.

We’ll be announcing the end-of-year standings at this year’s Expo, before announcing the winners in Feb 2022. Looking to buy software in 2022? AccountingWEB Live Expo’s unique combination of user-voted awards, expert content sessions and tech exhibitors is unbeatable for those looking to try before they buy!

CHILL & CHARGE ZONE

We know you need to take a break sometimes.

We also know you need to keep on top of your emails. That’s why we’ve created the Chill & Charge Zone to ensure you keep calm and connected.

Located at Stand J20, the Chill & Charge Zone is an opportunity to take the weight off your feet, charge your device and take a closer look at the exhibitor list while you wait.

Sponsored by

HAPPY HOUR!

Join us on Wednesday, 1 December at 3pm for AccountingWEB Live Expo’s Official Happy Hour!

Join AccountingWEB (stand G18), AutoEntry (stand C18), Dext (stand D1) and other exhibitors on their stands for Happy Hour as we pop a few corks to celebrate our debut exhibition.

ACCOUNTINGWEB AFTER PARTY

After a day of inspiration, learning and catching-up, head to the official AccountingWEB After Party on Weds 1 Dec from 6pm.

Come along for music, great conversation and drinks brought to you

by Practice Ignition (D20), AutoEntry (C18) and Capitalise (E5). Places are limited. The location will be revealed upon collection of your party wristband from AccountingWEB’s stand G18 or the after party sponsors’ stands.

Follow #AWLExpoAfterparty for updates!

Not booked your place?

Pop along to the AccountingWEB Stand G18 where entry wristbands will be available

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One solution for bookkeeping, accounts and tax Come to stand E10 for demos, talks and prizes

THE CONFERENCE PROGRAMME

Not booked a seat?

Don’t worry – simply turn up at the Theatre 10 mins before the session starts and seats or standing room will be allocated

You told us what keeps you awake at night and we created a conference programme to help ease those challenges.

Covering the most relevant topics and featuring the industry’s very best speakers, it offers a full range of panels and debates aimed at addressing the challenges currently facing the accounting profession.

Expect the latest on MTD (with HMRC reps available for questions), how to build out your tech stack and the profession’s shift to automation and advisory plus sessions on diversity, sustainable business, client management, team development and much more.

THEATRES Accounting Excellence Keynote Theatre

Entrepreneurs’ Theatre

Our keynotes are all about the future of accounting – still relevant, still real-world, still focused on the challenges you face everyday but designed to prepare you for 2022 and beyond.

Practical workshops for hardcore ‘one man band’ entrepreneurs and ambitious in-house managers who want business and personal success – fast.

AccountingWEB Tax Academy

Any Answers Community Hub

The Tax Academy is a practical ‘compliance school’ covering core technical tax topics vital for practice and business, MTD, self-assessment and the ramifications of the recent Budget. All CPD accredited.

A place to discuss, debate and be heard, our Question Time-style theatre will be at the heart of the show floor to address the issues and challenges that are facing today’s accountants. Ask our expert panellists – no question will go unanswered!

Page 8-9

Page 10-11

Accounting Excellence Strategy Academy For start-ups and new firms with questions on how to grow – smartly, strategically and responsibly. Practical advice to help you build your business.

Page 12-13

Page 14-15

Page 16-17

Tech Workshops Whether it’s a software decision, a marketing challenge or a recruitment conundrum, our CPDaccredited tech workshops are designed to give you practical, hands-on advice.

Page 18-21

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ACCOUNTING EXCELLENCE KEYNOTE THEATRE WEDNESDAY 1 DECEMBER

 09.15-10.00

 10.45-11.30

 12.15-13.00

CODE

K1

CODE

K2

CODE

K3

NEW RESEARCH: ACCOUNTING SOFTWARE STATE OF THE NATION

Host: John Stokdyk, Editor-at-Large, AccountingWEB Panellists: Julian Green, Head of Insight (AWEB), MD of Nostradamus Consulting Join AccountingWEB’s Editor-at-Large John Stokdyk and Head of Insight, Julian Green (MD of Nostradamus Consulting) as they reveal the findings of the inaugural Accounting Software Users Study. For the past 12 months, AccountingWEB has been conducting an independent, rigorously executed survey of the UK’s accounting community, exploring their use of technology, what they like and dislike and what additional value or service lines they have been able to develop. John and Julian will be sharing the research highlights and discussing the implications to firms as they consider which software is likely to deliver the biggest benefits for them as they continue to evolve and increase their use of technology.

• All attendees to this session will receive a free copy of the full insight report: Accounting Software State of the Nation. Non-Expo attendees can purchase the report from AccountingWEB for £495 + VAT.

MTD: THE HMRC VISION

Host: Glenn Collins, Head of Policy, Technical Strategic Engagement, ACCA Speaker: Giles McCallum, Head of MTD, HMRC Head of MTD Giles McCallum sets out HMRC’s vision for MTD over the next ten years – and beyond. Giles explains the long-term plans for digitising tax administration in the UK, the research and data that continue to shape this strategy and how accountants are a fundamental part of this journey. The perfect accompaniment to our practical MTD bootcamps and clinics, sign up for this exclusive session to discover the theory behind the strategy set to revolutionise business reporting forever.

• Discover what’s next for MTD • Be better prepared for the UK’s biggest tax transformation ever • Q&A for you to put your questions direct to HMRC

CREATING FRANKENSTEIN’S ACCOUNTANT!

Host: Zoe Lacey-Cooper, CPD Store Panellists: Dave Sellick, Founder, Sidgrove; Glenn Collins, ACCA; Lucy Cohen, Mazuma; Kev F Sutherland, comic artist (Beano, Marvel) What would an Expo be without a ‘Future of Accounting’ panel? So let’s do things differently! We’ve put together a diverse panel of experts from all walks of the profession. Each of them will put forward their five minute pitch for what The Accountant of Tomorrow will be like. Their head, their heart, their vision. Renowned cartoonist Kev F Sutherland (The Beano, Marvel Comics, Doctor Who, Viz) will sketch out their pitches live on stage, ultimately putting together a Frankenstein’s accountant for 2022 and beyond! Will it be a monster or a work of genius? Get ready to vote!

 13.45-14.30

CODE

K4

IT’S NOT COMING HOME: HOW SPORT SURVIVED LOCKDOWN

Host: Georgie Frost, finance and sports broadcaster/journalist Panellists: Alan Bradshaw, Finance Director at Sussex Cricket; Tom Bonser, Finance Director at Wasps RFC; Kuldeep Kaur, Finance & Administration Director, England Hockey Whether it was five-a-side or Formula One, the pandemic hit every aspect of sport hard over the last 18 months. What saved clubs, teams and associations from going under? Smart finance. We talk to the finance teams, business leaders and accounting heroes who helped the worlds of sports survive when the crowds – and players – had to stay at home.

• Inspiring war stories of how finance kept sport afloat • Transferable tips and tactics to apply to your business • The inside story from a sector that suffered from top to bottom.

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THURSDAY 2 DECEMBER

 09.15-10.00

 10.45-11.30

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K5

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K6

GUEST KEYNOTE: LIZ JOHNSON

Host: Joanne Birtwistle, Editor-in-Chief, AccountingWEB Speaker: Liz Johnson, MD, The Ability People During her swimming career, Liz Johnson won medals at three Paralympics, achieving Gold in Beijing, Silver in Athens and Bronze in London. She has also been a World and European champion on multiple occasions. As well as studying accountancy to back up her degree in business management and finance, Liz has also formed The Ability People, an organisation aimed at recruiting disabled people beside the able-bodied people without discrimination. She talks to AWEB’s Jo Birtwistle about her career, the challenges she faced and how accounting firms and businesses can benefit from being authentically inclusive to disabled job seekers.

GUEST KEYNOTE: DALE VINCE

Host: Joanne Birtwistle, Editor-in-Chief, AccountingWEB Speaker: Dale Vince, Founder, ecotricity Panellist: Yogesh Patel, Founder, Telic Founder of ecotricity and Chairman of the world’s first carbon-neutral football club Forest Green Rovers FC, Dale Vince OBE is a tireless campaigner for green energy, veganism and doing business the right way. Here he talks to AWEB’s Joanne Birtwistle about net zero postCOP26, his campaign around reducing VAT for solar panels and electric cars, plus the need for a Green Britain. Telic’s Yogesh Patel gives the accountant’s perspective, learning how firms – and their clients – can be part of the solution.

 12.15-13.00

CODE

K7

TAX TALK: WHITEHALL SPECIAL

Host: Rebecca Benneyworth MBE BSc FCA, Tax Consultant and Lecturer, Rebecca Benneyworth & Co Panellists: Jim Harra, HMRC; Bill Dodwell, Tax Director, Office of Tax Simplication A special edition of Tax Talk as we put together a panel of government and association experts and let Rebecca Benneyworth grill them about MTD, economic recovery, their hopes for 2022 and more. Rebecca will be joined by HMRC First Permanent Secretary and Chief Executive Jim Harra and Office of Tax Simplification’s Bill Dodwell. Bring your questions in this unique opportunity for AWEB Live.

• Leading political guests in the spotlight • Discover the big plans that will affect your clients • Put your questions to leading trade and government experts

 13.45-14.30

CODE

K8

HOW APPRENTICES CAN TRANSFORM YOUR BUSINESS Host: Joanne Birtwistle, Editor-in-Chief, AccountingWEB Panellists: Kasim Choudhry, MD, BAME Apprentice Network

Kasim Choudhry is MD of The BAME Apprentice Network, a community of Black, Asian, Minority and Ethnic (BAME) apprentices which aims to change the landscape of apprenticeships, empowering apprentices to develop personally and professionally, as well as championing change within the sector. Joined by apprentices from the accounting and finance profession to reveal their experiences good and bad, Kasim talks to AWEB’s Joanne Birtwistle about how UK firms can benefit from employing the best young talent the BAME community has to offer.

Not booked a session?

Don’t worry, simply head to the Theatre 10 mins before the session starts and we’ll allocate seats or standing room.

Correct at time of going to press

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ACCOUNTINGWEB TAX ACADEMY WEDNESDAY 1 DECEMBER

 09.15-10.00

CODE

AW1

AUTUMN BUDGET 2021: THE EXPERT REVIEW

Host: Rebecca Benneyworth MBE BSc FCA, Tax Consultant and Lecturer, Rebecca Benneyworth & Co Panellists: Paul Aplin, writer (tax & technology), past President ICAEW CIOT, HMRC Admin Burdens Advisory Board; Kate Upcraft, Payroll Technical Writer, Consultant and Lecturer at Kate Upcraft Consultancy Ltd 27 October sees the Autumn Budget – the first since the end of lockdown (and CJRS) and one at a time of rising inflation and tentative economic growth. Our tax experts look deep at the implications of the Chancellor’s review, uncovering stealth taxes, examining business incentives and how the Treasury plans to make the UK economy carbon neutral.

• Analysis of the first post-lockdown Budget • Learn implications for your clients and business • Ask questions of the expert panel

 11.15-12.00

 12.30-13.15

CODE

AW2

CODE

AW3

MTD BOOTCAMP: PLANNING, PREP & PROCESSES

Host: Rebecca Benneyworth MBE BSc FCA, Tax Consultant and Lecturer, Rebecca Benneyworth & Co Speaker: Steve Cox FCCA, Head of Accountancy for Commercial, IRIS Software Group Tax expert Rebecca Benneyworth and IRIS’s Steve Cox detail the plans you need to be making now to move clients into digital records, suggest workflows for your own team and show you how to marshall your thoughts. Both will also look at data capture and management (including HMRC’s demand for “digital links”), income tax processes, the automated workflow tools available right now. With a timeline of the milestones you need to hit between now and April 2024, this session will give accountants the practical guidance they need to get started on the MTD journey – today.

• Introductory session aimed at those who still need to get to grips with MTD • Practical tools and tips to use with your clients today • Full timeline to follow from now until April 2024

MTD BOOTCAMP: CLIENT MANAGEMENT

Host: Rebecca Benneyworth MBE BSc FCA, Tax Consultant and Lecturer, Rebecca Benneyworth & Co Panellists: Chris Downing, Director for Accountants and Bookkeepers, Sage Getting data into software and out to HMRC is easy compared to getting clients to comply with new regulations and processes! The second of Day One’s MTD Bootcamps looks at the human factors involved and how to train your clients to embrace change. Tax expert Rebecca Benneyworth joins with Sage’s Chris Downing to detail the tactics you can use to migrate clients online, explains the changes they will have to make to their strategy and the tech processes you can set up to make this easier for not just one client – but all of them.

• Expert advice from UK’s foremost tax lecturer • Practical advice to plan for the future • Clear focus on clients who were or are still not IT literate

 13.45-14.30

 15.15-16.00

CODE

AW4 CODE

AW5

MTD BOOTCAMP: INSIDE THE 2021 INCOME TAX TRIALS Host: HMRC representative

2021 has been a turbulent year of constant disruption, with MTD put to one side for most. However a small group of select firms were busy with the MTD For Income Tax pilot. In this practical session, HMRC reveals their findings plus deliver an update on changes to come over the next 12-18 months as we countdown to April 2024.

• Learn from firms who’ve taken the MTD For Income Tax trial • Put your questions to HMRC experts • Start prepping for April 2024 deadline today

FOLLOW THE MONEY: ANTI-MONEY LAUNDERING 2021

Host: Julia Penny, Deputy President at ICAEW Panellists: Adam Williamson, Head of Responsible Business & Policy, AAT; David Winch, Bartfields Forensic With accountants being the de facto gatekeepers for the UK’s financial system, AML has long been a headache for practitioners. However the pandemic has seen the risks of money laundering increased due to remote working and criminals exploiting bounceback loans. In this session, host Julia Penny (ICAEW), David Winch (Director, Bartfields Forensic) and the AAT’s Adam Williamson offer a refresher on what’s needed to comply with AML regulations. If you need guidance on your MLTFs and MLROs, this practical expert session is one to book ahead.

• How to review your client base post-pandemic • Learn the processes needed to review suspect client behaviour • How to make a suspicious activity report (SAR) to the NCA

 16.15-17.00

CODE

AW6

FINANCIAL REPORTING 2021

Host: Julia Penny, Deputy President at ICAEW Panellist: Steve Collings, Leavitt Walmsley Leavitt Walmsley’s Steve Collings joins ICAEW’s Julia Penny to looks back at the highlights of financial reporting in 2021 plus preview 2022. Taking in Company Law changes post-Brexit, changes to UK accounting standards, our speakers bring clarity to this complex side of accounting.

• Put questions direct to UK leading Financial Reporting specialists • Cut through the jargon of Green Finance Strategy • Expert technical session for tax specialists

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THURSDAY 2 DECEMBER

 09.15-10.00

CODE

AW7

SELF ASSESSMENT SURVIVAL 2022: TIPS FROM THE EXPERTS

Host: Rebecca Benneyworth MBE BSc FCA, Tax Consultant and Lecturer, Rebecca Benneyworth & Co Panellist: Anita Monteith, Tax Technical Lead and Senior Policy Adviser, ICAEW It’s coming! With less than a month to go, how will YOU survive the annual tax return season? We’re here to help! A practical session with one eye on the MTD-powered future but packed with tips about 2022’s here and now, Rebecca Benneyworth and ICAEW’s Tax Technical lead and senior policy adviser Anita Monteith will show you how to make the next two months bearable plus allow you to meet the needs of your clients more efficiently.

• Practical session on the specifics and key differences of 2022 tax return season • Topical tips and how to avoid common errors • Get your processes ready for MTD

 11.15-12.00

CODE

AW8

PERSONAL TAX 2021: UPDATE FOR SMES

Host: Rebecca Benneyworth MBE BSc FCA, Tax Consultant and Lecturer, Rebecca Benneyworth & Co Panellist: Rebecca Seeley Harris, Author of CEST Explained, Independent Employment Status, Off-payroll & IR35 Expert Just over a month after October’s Autumn Budget, put your questions to leading expert Rebecca Benneyworth as she goes under the hood of how small businesses and self-employed will be hit by the latest rule changes. Rebecca is joined by IR35 expert Rebecca Seeley Harris so bring your questions for this unique opportunity to quiz the UK’s best personal tax brains.

• Perfect session for small firms with contractor clients • IR35 reforms under the microscope • Put your questions to leading personal tax experts

 13.45-14.30

 15.15-16.00

CODE

AW9

CODE

AW10

THE GREAT DEBATE: THE POST-MTD PRICING PROBLEM Speakers: Reza Hooda FCA CTA, Coach and Mentor; James Ashford, Founder at GoProposal by Sage

If the debate on pricing wasn’t heated enough, the delay to MTD means an additional 12 months of tough client management.

What’s the solution to stop the ‘free vs paid’ arguments of lockdown happening all over again? Our experts look at what’s needed and discuss the tech and strategies that can help you plan ahead.

• UK’s leading pricing experts • The perfect addendum to our MTD Bootcamp series • Start to plan for your toughest 2022 client conversations

BUSINESS TAX 2021: VAT AND POST-BREXIT UPDATE Speaker: Jason Croke, VAT Director, Rayner Essex

With October’s Autumn Budget still making its effects known plus the fallout from Brexit still to settle, Rayner Essex’s VAT Director Jason Croke looks at the last 12 months, focusses on changing VAT rates, Domestic Reverse Charge, EU One-Stop Shops, MTD for VAT and shares predictions for 2022 as the economy bounces back. Book for what promises to be a lively and invaluable session.

• Put questions to leading VAT and indirect tax expert • Perfect for those with hospitality clients • Expert technical session for tax specialists

Correct at time of going to press

Not booked a session?

Don’t worry, simply head to the Theatre 10 mins before the session starts and we’ll allocate seats or standing room.

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ACCOUNTING EXCELLENCE STRATEGY ACADEMY WEDNESDAY 1 DECEMBER

 10.45-11.30

 12.00-12.45

CODE

AX1

CODE

AX2

LINKEDIN LEARNINGS

Host: Reza Hooda FCA CTA, Coach and Mentor Speaker: Jeri Williams FCA, Director, Smooth Accounting While Facebook is still king for small business, lockdown has seen LinkedIn has taken over as the social network of most value to accountants. Our panel of experts show you how to unlock the potential of the platform and reach new clients, all with plenty of practical takeaways and been there advice.

• How to create a fully optimised LinkedIn profile • How to find and connect with potential customers and clients – what, when and how • Social selling strategies and company page strategy

HOW TO COPE WITH SUDDEN GROWTH

Host: Heather Townsend, Owner, Accountants Millionaires’ Club Panellists: Glenn Martin, Founder/Director, Avery Martin; Jeri Williams FCA, Director, Smooth Accounting Many progressive firms gained new clients during the pandemic, but how are they managing to maintain consistent service levels as they grow?

Will they need to recruit or can their tech stacks take the strain? And what about keeping their existing clients happy? This panel features awardwinning firms who’ve been there before – and succeeded. If your firm is experiencing growing pains post-pandemic, this is the session for you.

• Uncover the challenges sudden growth brings • How tech can (and can’t) help you • Learn from firm leaders who’ve been there

 13.15-14.00

CODE

AX3

IS THE CUSTOMER ALWAYS RIGHT?

Host: Alastair Barlow, Founder, flinder Panellists: Linda Frier, Coelseco; Jason Hinkle, ACCA; Sharon Pocock, Founder, Kinder Pocock As the pandemic-ravaged 2020 rewarded tech-savvy small firms with new business, 2021 came with the new challenge of sustaining this growth and keeping new clients happy. But what if the customer is sometimes… wrong? When should you value and prioritise client feedback over your gut? When do you lead your client base rather than follow its suggestions? The perfect session for small firms and startups looking to drive the right change in their business.

• Practical tips on how to measure and implement client feedback • How to channel your personal drive for your business the right way • Tactics on how to evaluate what approach your business needs and when

 14.30-15.15

CODE

AX4

TOMORROW’S TECHNOLOGY TODAY: FINTECH IN 2022

Host: Bobby Lane, CEO, Factotum Panellists: Bill Mew, Technologist, Broadcaster, Campaigner for Digital Ethics and Founder, The Crisis Team; Dave Sellick, Founder, Sidgrove With apps and automation increasingly part of the normal thanks the double whammy of MTD and Covid, where does that leave fintech?

Accounting’s finest futuregazers look at the solutions available to you today plus their predictions for the future. Book now and come learn about tomorrow’s technology today.

• Banking’s battle for the accountants’ mind • How predictive trends in fintech will change your planing • What you – and your clients – need to do to be able to take advantage of the latest accounting tech

 15.45-16.30

CODE

AX5

WELLBEING IN THE WORKPLACE: PT 1. SELF CARE ASSESSMENT FOR ACCOUNTANTS

Host: Lucy Cohen, Co-Founder, Mazuma Panellists: Lianne Weaver, Managing Director, Beam Training; Gordon Berry, Director, Armadillo Academy Late nights, demanding clients, new technologies, newer business challenges... and did we mention the pandemic? The life of an accountant is not an easy one. Mazuma’s Lucy Cohen, Armadillo’s Gordon Berry and mental health practitioner/ex-accountant Lianne Weaver discuss proven mindfulness tactics you can put into practice every day whether behind a desk, walking to a meeting or as you turn off the light. Mental health disorders account for almost a quarter of the total burden of ill health in the UK - can you afford not to invest in yourself?

• Proven mindfulness tactics you can try today • Invest in yourself and get ready for Self Assessment 2022 • Part Two tomorrow shows how you can invest in your team

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THURSDAY 2 DECEMBER

 10.45-11.30

 12.00-12.45

CODE

AX6

CODE

AX7

HOW TO SMASH THE £1M BARRIER

Host: Carl Reader, Author/Owner, Boss It Panellists: Aynsley Damery, CEO & Founder, clarity HQ Your smart use of technology has freed up your time, your adoption of advisory has gone smoothly, your fees are through the roof… but is everything really as okay as it seems? Should you progress cautiously and stay at your current size or build on your momentum and go for growth? Leading accounting entrepreneurs Carl Reader and Aynsley Damery help you plan the next steps, track real success beyond the numbers, make the most of your momentum and grow at the right pace – all the way to £1,000,000.

• How to track client and staff satisfaction • How to build your firm responsibly and make sure you’re here tomorrow • How to set realistic targets to encourage success and grow sustainably

NEW NICHES AND SUPER SPECIALISTS

Host: Carl Reader, Author/Owner, Boss It Panellists: Keith Lesser, Accountant, Vegan Accountant; Reza Hooda FCA CTA, Coach and Mentor; Joe David, Managing Director and Founder, Nephos Ltd For most, the debate around nicheing stops at sector vs specialism. For our panel of ultra specialists, it’s a decision they’ve already made. Representing firms specialising in the new worlds of cryptocurrency, veganism and more, our guests talk about the challenges of nicheing, how to evaluate the opportunity, dealing with compliance unknowns, the benefits of networking and when is a niche too niche. A perfect session for those start-ups looking to specialise, put your questions to a panel who’ve faced down the challenges of specialising – and won.

• Perfect for start-ups looking to make next step • How tech choice can help you niche effectively • Common pitfalls and how to beat them

 13.15-14.00

CODE

AX8

STICKY SERVICES: UPSELLING TO YOUR CLIENT BASE Host: Richard Hattersley, Editor, AccountingWEB Panellists: Kate Greenhough, R&D Director, Jeffreys Henry; Mike Dean, WhisperClaims

You’ve got great clients – but how do you get more out of them and secure that relationship at a profit? Complementing any advisory services and perfect for the post-MTD landscape, here are the proven services you can upsell to the best business there is – the business you’ve already won. Our experts run through the available options and the strategies behind them.

• Perfect for 2022 growth targets • Make the most of your existing clients • Smart client retention in the post-MTD world

 14.30-15.15

CODE

AX9

WELLBEING IN THE WORKPLACE: PT 2.

MANAGING YOUR TEAM’S MENTAL HEALTH

Host: Emma Chesson, Business Advisory Senior Manager, Kreston Reeves Panellists: Lianne Weaver, Managing Director, Beam Training; Gordon Berry, Director, Armadillo Academy It’s been a tough year for you and your clients. We’re mid-winter and while the joys of Xmas are coming, so is Self Assessment… It’s a time of year that can leave your staff stressed and overwhelmed. How do you spot the early warning signs that all isn’t so well with your team – and what can you do about it? Our speakers take you through this practical mental health training session, designed to help you lead your teams and give them the Mental Heath First Aid Kit they can use to help themselves.

• Practical tips to prepare your team for 2022 • Spot early warning signs your staff needs support Not booked • The perfect companion to yesterday’s Wellbeing In The Workplace: a session?

Pt 1. Self Care Assessment For Accountants

Correct at time of going to press

Don’t worry, simply head to the Theatre 10 mins before the session starts and we’ll allocate seats or standing room.

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20/11/2021 14:51

ENTREPRENEURS’ THEATRE WEDNESDAY 1 DECEMBER

 10.45-11.30

CODE

E1

HOW TO BUILD AN ONLINE ADVISORY FIRM

Host: Alastair Barlow, Founder, flinder Panellists: Kirsty McGregor, Founder, Corporate Finance Network; Aynsley Damery, CEO & Founder, clarity HQ; Sharon Pocock FCCA, MD and Chief Innovator, Kinder Pocock Digital Accountants As automation frees up time and new tech enables you to offer new services, the shift to advisory is inevitable – but just how do you get started? flinder’s Alastair Barlow chairs a star-studded panel where advisory experts Kirsty McGregor, Aynsley Demery and Sharon Pocock tell you how they began their journey, the changes their practice needed to succeed and recommend the tech that can help you today.

• Aimed at firms starting their advisory journey • Essential tech recommendations and advice • Put your questions to UK’s leading advisory experts

 12.00-12.45

CODE

E2

TIMESHEETS: THE FINAL DEBATE!

Host: Carl Reader, Author/Owner, Boss It Panellists: Lucy Cohen, Mazuma; Alastair Barlow, Founder, finder; Reza Hooda, Coach and Mentor; Aynsley Damery, CEO and Founder, clarity HQ Let battle commence! As the debate on billable hours rages on and on, we look at both sides of the timesheets argument. Are they an irreplaceable tool that help you manage your clients and plan ahead?

Or are they an outdated system not fit for purpose in the new post-lockdown world of advisory and networking?

Carl Reader chairs the debate to end the argument once and for all!

• Fun interactive debate with leading UK firms • What system works for your practice? Ask the experts! • How to plan safely for the shift to advisory

 13.15-14.00

CODE

E3

HOW TO TURN NO INTO YES: PITCHING INTERNAL STAKEHOLDERS AND EXTERNAL CLIENTS

Host: Mike Crook, Managing Director, PracticeWeb Panellists: Heather Townsend, Bestselling Author; Phil Sayers, Founder, Proten Sales Development Getting people to say yes is what makes you successful. But getting that ‘yes’ takes more than knowing a process or system – it’s about understanding how people work, and how to avoid sabotaging your chances of winning people round without realising. Whether you need internal sign off for a project, a client to agree to extra work, or to close new business, experts Heather Townsend (Accountants Millionaires’ Club), Phil Sayers (Proten Sales Development), and Mike Crook (PracticeWeb) look at how to get the answer you need.

 14.30-15.15

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E4

HOW TO TURN YES INTO NO: SAYING NO TO CLIENTS AND STAYING SANE

Host: Lucy Cohen, Co-Founder, Mazuma Panellists: Zoe Whitman, Business Mentor, The 6 Figure Bookkeeper; James Ashford, Founder, GoProposal

by Sage; Sharon Pocock FCCA, MD and Chief Innovator, Kinder Pocock Digital Accountants Years of saying yes have left accountants burnt out and tired, jumping at email notifications and burning the midnight oil long into the night. Award-winning Lucy Cohen (Mazuma Money) relates her own story, before she’s joined by a panel of experts to show how to take back control of your working hours while still being responsive to your most demanding clients. From building boundaries and managing expectations to saying no to the most demanding clients, Lucy and her guests run through the latest tech solutions and proven processes guaranteed to help get your day back under control.

• Proven advice perfect for those suffering from lockdown burnout • ‘Been there, done that’ advice from leading accountants • Perfect timing as accountants enter self assessment season

 15.45-16.30

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E5

HOW TO PACKAGE, LAUNCH & PROMOTE YOUR NEW R&D SERVICE Host: Mike Crook, Managing Director, PracticeWeb Speaker: Mike Dean, Co-Founder & MD, WhisperClaims

PracticeWeb’s Mike Crook and Co-Founder & Managing Director of WhisperClaims Mike Dean give a detailed overview of the UK R&D market.

They’ll show you how to decide on those clients eligible for your new service plus packaging and pricing advice. Mike Crook will also show you how to promote your service effectively and measure the marketing performance of your new service.

• Discover how to launch a new service safely • Advice from leading R&D experts • Make your marketing deliver ROI

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19/11/2021 14:48

THURSDAY 2 DECEMBER

 10.45-11.30

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E6

NEW BUSINESS MASTERCLASS

Host: Reza Hooda FCA CTA, Coach and Mentor Panellists: Della Hudson FCA, Owner, Hudson Business Advise Ltd; Phil Sayers, Founder, Proten Sales Development With Covid disrupting longheld loyalties and digital transformation making location irrelevant, there are plenty of new clients out there to be had for ambitious accountants – but what if lockdown means you’re a bit rusty? The UK’s best accounting entrepreneurs take you through a quickfire session packed with proven new business tips, tactics and strategies to revolutionise your client base. New revenue guaranteed!

• The UK’s best accounting entrepreneurs – all in one panel • Expert tips and advice you can start to implement today • Put your questions direct to the panel

 12.00-12.45

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E7

THE PARENT TRAP: WHY WORK ISN’T WORKING FOR FAMILIES Host: Joanne Birtwistle, Editor-in-Chief, AccountingWEB Speakers: Zoe Whitman and Jo Wood, The 6 Figure Bookkeeper Ltd Panellists: Alastair Barlow, Founder, flinder; Georgia Gibson-Smith, Senior Client Director, ChadSan

With so many parents starting practices to get the flexibility they need for their families, accountancy practices are also reporting a scarcity of accountants at a senior level. In this panel discussion hosted by AWEB’s Joanne Birtwistle , Zoe Whitman and Jo Wood from The Bookkeepers’ Podcast are joined by invited guests to discuss: • How families come in all shapes and sizes and this isn’t just a female problem • How men aren’t being supported by their employers to be parents resulting in women generally taking on parenting responsibilities • How employers are trying to take a cookie-cutter approach to flexible working (core hours) but this isn’t working

 14.30-15.15

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E8

THE RISE AND RISE OF THE VIRTUAL FD

Host: Reza Hooda FCA CTA, Coach and Mentor Panellists: Jo Wood, Director, The 6 Figure Bookkeeper Ltd; Glenn Martin, Founder Director, Avery Martin; Andrea Reynolds, CEO and Founder, Swoop The Virtual FD is the biggest trend in accounting for 2021 and set to continue into 2022… but what does it actually mean (and could you be one?). Part-bookkeeper, part tech guru, all strategist…

Our panellists dig deep into this mobile, data-driven consulting role, the requirements you need and how it can unlock the high value hidden in your business. With remote working here to stay, come learn what you need to join this role defined to get even bigger in 2022.

• Practical advice from virtual FDs in practice right now • The cultural mindset and business practices you need to change • How insight and data can unlock the value in your services

Correct at time of going to press

Not booked a session?

Don’t worry, simply head to the Theatre 10 mins before the session starts and we’ll allocate seats or standing room.

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19/11/2021 14:48

ANY ANSWERS COMMUNITY HUB WEDNESDAY 1 DECEMBER

 10.15-11.00

CODE

AA1

ANY ANSWERS LIVE: SELF ASSESSMENT SURVIVAL 2022

Host: Richard Hattersley, Editor, AccountingWEB Panellists: Lucy Cohen, Co-Founder, Mazuma; Glenn Martin, Founder / Director, Avery Martin; Linda Frier FCCA, Owner, Coalesco Accountants; Peter Rayney FCA, Owner, Peter Rayney Tax Consulting It’s less than a month to ‘that time’ – it’s tax return season. Has an early move to MTD helped you get ready?

Are you still looking at a sea of receipts? A panel of seasoned experts share war stories, smart tech tips and client advice to help you can make it through January 2022 alive! Need help before self assessment begins? Book your seat now!

• Specific advice for this year’s tax return • Learn how tech stacks can help manage your clients • Put your questions direct to the UK’s leading accountants

 11.45-12.30

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AA2

MEET THE ACCOUNTINGWEB CLASS OF 2021

Host: Richard Hattersley, Editor, AccountingWEB Panellists: Ria-Jaine Lincoln, Director, The Beauty Accountant; Natalie Binstead, Founder, BW Business Accountants and Advisers; Lydia Read-Potter, Director, BookSmart Accounting; Vicki Boddice, Owner, Boddice Accounting; Jordan Jewitt, Managing Director, Accountants For The Trade; Charlotte Ing, MD, Pure Cloud Accountancy Every year, AccountingWEB surveys accountancy’s best entrepreneurs and start-ups to nominate a Class Of The Year. For this mega-panel, we introduce the Class of 2021 – those new firms who are set to burst through the constraints of lockdown and take on 2022 with innovative approaches and bold ideas. Richard Hattersley is joined by Class of 2019’s Ria-Jaine Lincoln (The Beauty Accountant) to see what these bright young things have in store!

• Discover new tactics from the UK’s best new firms • Learn what it takes to be an AccountingWEB Class Of… winner

 13.15-14.00

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AA3

TAX TALK LIVE WITH REBECCA BENNEYWORTH

Host: Rebecca Benneyworth MBE BSc FCA, Tax Consultant and Lecturer, Rebecca Benneyworth & Co Panellists: Paul Aplin, Writer tax & techology, past President ICAEW CIOT Council/Audit Comm NED at OTS Board, HMRC Admin Burdens Advisory Board; Kate Upcraft, Payroll Technical Writer, Consultant and Lecturer, Kate Upcraft Consultancy Ltd Live version of the popular AccountingWEB webinar series, with the inimitable Rebecca Benneyworth plus guests Paul Aplin and Kate Upcraft. Rebecca will take questions live from the floor as well as an online audience. Bring your questions on ANYTHING tax for what promises to be an expert and entertaining session!

• Britain’s leading tax expert taking your questions live • Specialising in MTD, digital tax and self assessment • Livestreamed on AccountingWEB – be a star!

 14.45-15.30

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AA4

DIVERSITY, GEN Z AND THE MODERN FIRM

Host: Zoe Whitman, The 6 Figure Bookkeeper Panellists: Ben Steele, Managing Partner & Founder, Chartered Accountancy Firm; Heather Townsend, Accountants Millionaires’ Club; Lola Oguntokun, Head of HR, Silverfin; Makbul Patel, Principle Accountant at Bolton at Home Culture has never been more important to a firm than in 2022. Whether it’s attracting a diverse Gen Z workforce or supporting (and retaining) the one you currently have, what you offer above and beyond your holiday allowance directly affects your firm’s future let alone your bottom line. A panel of experts discuss the proven strategies you can use now to evolve your firm for the future and for the better.

• Embedding cultural change and staff education in your firm • What the Equality Act means for you and your business • Understanding new working practices post-lockdown and diversity targets

 16.15-17.00

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AA5

“THE WORST CLIENT I EVER HAD...”

Host: John Stokdyk, Editor-at-Large, AccountingWEB Panellists: Robert Stell FCCA, Bradbury Stell; David Winch, Director, Bartfields Forensic; Glenn Martin, Founder and Director, Avery Martin With only two more Januarys to suffer, it’s time to look back on the past – and shudder! A panel of hardened professionals reveal the worse deadline days they ever had with self assessment war stories about the clients from hell. Audiences will vote on the worse client, with the winning recipient walking away with the inaugural Golden Shoebox award!

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20/11/2021 14:55

THURSDAY 2 DECEMBER

 10.15-11.00

CODE

AA6

ANY ANSWERS LIVE: AUTUMN STATEMENT 2021

Host: Richard Hattersley, Editor, AccountingWEB Panellists: Nigel Harris, Burton Sweet; Yogesh Patel, Founder, Telic; Richard Murphy, Director, Corporate Accountability Network It’s been five weeks since the Autumn Budget and whether it’s the business incentives aimed at driving the economy or the Treasury’s plans to make the UK economy carbon neutral, the questions are still piling up as we head for 2022. Come put your questions on tax and tech to our panel of accounting experts.

• Analysis of the first post-lockdown Budget • Learn implications for your clients and business • Ask questions of the expert panel

 11.45-12.30

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AA7

TECHPULSE LIVE WITH NICK LEVINE

Host: Nick Levine, freelance journalist Panellists: Alastair Barlow, Founder, flinder; Stuart Hurst, Director, Accounts and Legal; Julian Green, Head of Insight (AWEB) and MD of Nostradamus Consulting; Alex Falcon Huerta FCAA, Founder, Soaring Falcon 18 months of constant tax and compliance changes has meant new software breakthroughs has been off the front page as accountants used existing solutions to speak to their clients. However with accountants back on the front foot and looking to renew their tech offering for 2022, it’s time to see what’s changed and what’s new. TechPulse’s Nick Levine joins with accounting experts to look back on 2021, review the year’s product trends, most daring innovations, market newcomers and business game changers and biggest plus looks into his crystal ball for what 2022 will bring. Browsing at the Expo for a Spring 2022 purchase? Start here.

• Expert review of 2021’s tech trends • Preview of 2022 – perfect entry into 2022’s buying season • Review your techstack against the industry standards

 13.15-14.00

CODE

AA8

THE BEST TAX PANEL IN THE WORLD EVER!

Host: Rebecca Benneyworth MBE BSc FCA, Tax Consultant and Lecturer, Rebecca Benneyworth & Co Panellists: Anita Monteith, Tax Technical Lead and Senior Policy Adviser; Peter Rayney FCA, Owner, Peter Rayney Tax Consulting; Yogesh Patel, Founder, Telic Yes, we know you’ve been to tax panels before – but not as good as this one! A host of the UK’s leading tax experts get together for the first time EVER to discuss such wide ranging topics as tax simplification, self assessment survival, the challenges of MTD and the small matter of an autumn budget. And maybe a few war stories too… Bring your toughest questions in this no prisoners panel session.

• Leading experts across every element of tax • Unique chance to ask questions face-to-face • The best tax panel in the world… ever!

 14.45-15.30

CODE

AA9

SAVE THE ECONOMY, SAVE THE PLANET

Speaker: Julia Penny, Deputy President, ICAEW Panellists: Yogesh Patel, Founder, Telic; Richard Murphy, Director, Corporate Accountability Network; Eduardo Chazan, CEO & Co-founder, Collegia The message is clear. UK business needs to change if sustainability is to move from ‘nice to have’ to fundamental cornerstone. What is accounting’s role in that shift? How can green finance and environmental audits work positively for UK business? How can you educate your staff as well as your clients?

From electric cars to pensions, our experts explain the steps you can take for your firm today.

BAKE OFF • Practical takeaways for you and your clients WITH AWEB LIVE! • Top services you can recommend Come to the Catering & • Join the drive to achieve net zero Networking Area (next to

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the Any Answers Community Hub) at 12:30pm (Day One) for a live baking demo with accountancy’s Bake Off star, Makbul Patel!

Grab a free sample!

20/11/2021 14:53

TECH WORKSHOP THEATRE 1 WEDNESDAY 1 DECEMBER

 10.15-11.00

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W1

COMMUNICATION: THE KEY TO SUCCESSFUL CLIENT RELATIONS Host: Jake Smith, Head of Branded Content, AccountingWEB Speakers: Jamie Royston-Smith, Senior Account Manager, TaxCalc; Dean Shepherd, Director of Product Compliance, TaxCalc

Communicating regularly and effectively is paramount to establishing, nurturing and strengthening the relationship of trust so important to winning new clients and retaining existing ones. Learn how TaxCalc is evolving its integrated practice solutions to support customers in this new era of automated digital communication with the launch of its innovative new Communications Centre.

 11.30-12.15

 12.45-13.30

 14.00-14.45

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STEP INTO THE FUTURE OF ACCOUNTANCY

Speakers: James Ashford, VP for GoProposal By Sage; Chris Downing, Director for Accountants, Sage; Jordan Smith, Client & Practice Developer, A G Smith & Co. We’re making it simpler to manage your clients, so you’ll be ready to smash through anything that comes your way.

Boss the next wave of MTD and benefit from the best technology, support and expertise from Sage. Hear from James Ashford (VP for GoProposal By Sage), Chris Downing (Director for Accountants, Sage) and Jordan Smith (Client & Practice Developer, A G Smith & Co) as they talk through Sage for Accountants

HOW TO BUILD A TECHSTACK

Host: Richard Hattersley, Editor, AccountingWEB Speaker: Will Farnell, App Advisory Plus With more and more firms trading publicly on the software they use, how do you set about building the perfect tech stack? What role does sector and specialism play? When do you say no to a client’s requests? How often do you change your offering and what hidden apps are there to give you an edge over your rival? Our app experts show you how to set up your stack, the processes for more experienced firms to follow plus how to create the bespoke app package perfect for your clients old and new.

• Learn how to set up the perfect tech stack • How to tailor your app offering smartly for new clients • Evolve your firm into new services with smart tech choices

STOP: ACCEPTING YOUR CLIENTS WILL LEAVE YOU. START: SCALING YOUR BUSINESS Panellists: Peter Hucker, Head of Operations, Xledger; Rosalie Tengey, Partner Account Manager, Xledger

67% of accounting practices agree that when organisations/their clients reach a certain size, they will typically bring their finance function in-house, and stop using an outsourced accountant. How can your practice combat his loss, keep clients and scale your business? Modern accountants are discovering the strategic benefits of using a finance software designed for mid-market organisations as they not only offer the visibility, control and real-time insight clients need but also bring fresh opportunities for firms to streamline processes, spend less time on repetitive tasks and allow accountants to work on 2.5 x more clients than with small enterprise software.

• This session will show how choosing the right tech stack can enable you to support clients for longer and ultimately scale your business

 15.15-16.00

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W5

DIGITAL TRANSFORMATION MASTERCLASS: FROM STRATEGY TO LAUNCH

Host: John Stokdyk, Editor-at-Large, AccountingWEB Panellists: Nathan Keeley, Partner, Head of Digital Solutions and Outsourcing, Carpenter Box; Nikki Adams, Director, Ad Valorem Group; Nigel Adams FCCA, MD, Ad Valorem Group Lockdown gave firms a glimpse of what tech could do for their business. But what about when you want to do a full boots and braces refit of your entire tech stack? From client management and team training to budgeting, planning and project management, it’s one of a firm’s biggest and potentially lucrative challenges yet one many delay because of the enormity of the challenge – can you afford not to book for this session?

• Perfect for those firms looking to take the next step • Real world advice from award-winning accounting leaders • Transform your ideas into real world success

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19/11/2021 14:48

THURSDAY 2 DECEMBER

 10.15-11.00

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W6

TECH TALK: WHY PRACTICES GET THE BEST VALUE FROM INTEGRATED SOLUTIONS

Host: Rob Ellis, CEO, BTC Software Panellists: Celso Pinto, CEO, Pixie; Dan Keane, Technical Sales Manager, BTCSoftware BTCSoftware is working very hard to build only the best technology partnerships for its customers. BTCSoftware and Pixie discuss why they want to help their customers through technology. Why connecting the best tools with your practice will make it more successful in the long run. This integration benefits accountants by saving time and avoids them re-keying in data.

By integrating BTCSoftware with Pixie’s software, you remove the time it takes to switch from browsers making it quicker to manage tasks. Start your self-assessment tax returns with simplicity. Come and find out more at this session!

 11.30-12.15

 12.45-13.30

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SAVING YOU TIME, INCREASING YOUR REVENUE, IMPROVING THE WAY YOU DO BUSINESS WITH YOUR CLIENTS Speaker: Will Rush, Territory Manager (EMEA), Practice Ignition

Practice Ignition (PI) is a client engagement and commerce platform for professional services businesses to streamline how they engage clients and get paid. Businesses such as accounting and bookkeeping firms use PI to help them grow, be more efficient, and create win-win client relationships. With PI, you can easily win new business with impressive digital proposals, engage new and existing clients with a clear scope of work, and get paid on time by automating payment collection – all in one place. Impressions that last, payments made fast.

CLIENT SEGMENTATION: THE ESSENTIAL STEP ON YOUR MTD FOR ITSA JOURNEY

Speakers: Richard Sergeant, Principle Point; Chris Downing, Director for Accountants, Sage; Jordan Smith, Client & Practice Developer, A G Smith & Co. Join Sage and industry experts for this practical session that will show accountants and bookkeepers how to use client segmentation to define appropriate services. This session will support you on your MTD for ITSA journey, helping you to allow clients to establish new habits and behaviours in time for 2024. Join Richard Sergeant (MD, Principle Point), Chris Downing (Director for Accountants, Sage) and Jordan Smith, (Client & Practice Developer, A G Smith & Co.) for this informative workshop.

 14.00-14.45

 15.15-16.00

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MTD FOR ITSA: HOW DIGITAL RECORD KEEPING CAN ENHANCE YOUR CLIENT RELATIONSHIPS

Speaker: Kris Sawford, Senior Account Manager, FreeAgent Join Kris Sawford, FreeAgent’s Senior Account Manager, on 2 December as he explores the benefits of encouraging your clients to keep digital records ahead of Making Tax Digital for Income Tax Self Assessment (MTD for ITSA). Kris will discuss: • How to get started with your MTD for ITSA client communications • How you can overcome the challenges of clients who only reach out once a year • How encouraging your clients to keep digital records could lead to better relationships • The importance of client segmentation and training

HELP YOUR CLIENTS MITIGATE THEIR RISING COSTS – MANAGING CURRENCY RISK IN A VOLATILE MARKET Speaker: Simon Smallwood, Head of Partnerships, WorldFirst

Market volatility, Covid-19, Brexit, supply chain issues, soaring freight costs and ongoing driver shortages have created a perfect storm for many businesses trading cross border. In this workshop we’ll explore the role of accountants and bookkeepers in helping clients navigate through these choppy waters. What will be covered: • Current market challenges • Tactics to manage the bottom line • Real life examples • How accountants and bookkeepers can support clients • Other opportunities and partnerships with WorldFirst

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19/11/2021 15:28

TECH WORKSHOP THEATRE 2 WEDNESDAY 1 DECEMBER

 10.15-11.00

 11.30-12.15

 12.45-13.30

 14.00-14.45

 15.15-16.00

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OVERCOMING DIGITAL BARRIERS: TAKING YOUR PRACTICE TO THE NEXT LEVEL Speaker: Georgie Dean, Account Executive, AutoEntry

Sophisticated technology is now within easy reach of all practices. It can transform client offerings. In this talk, AutoEntry account executive Georgie Dean, explains how practices can avoid being left behind in a world in which the barrier for entry is surprisingly low. Learn how to use the new digital tools /channels available and how to take your practice – and your clients – to the next level.

THE FUTURE OF DIGITAL TAX: NEW OPPORTUNITIES TO CONNECT Speaker: Keith Carsley, Head of UK Tax for Xero & Co-Founder of Instafile

Join us in this 45-min talk where Xero’s Head of UK Tax, Keith Carsley, will share less well-known insights and challenges associated with the digitisation of tax. And how Making Tax Digital and other technology adoption will change how accountants provide compliance services in the future. The session will cover: • Digitisation of tax: clarifying the basics of Making Tax Digital (MTD) • The challenge of becoming an advanced tax administration • How recent changes to MTD for ITSA change the landscape for compliance • Debunking perceived risks: technology and the risks to accounting practices • How digitisation presents opportunities to connect with clients more profitably The last 10-mins will be dedicated to a live Q&A session where you’ll have the opportunity to ask any burning questions you might have!

MTD BOOTCAMP: CHOOSING THE RIGHT SOFTWARE

Speaker: John Stokdyk, Editor-at-Large, AccountingWEB; HMRC Representative You’ve briefed the team, got your clients on board and figured out the processes – now it’s just the small matter of what tech you use. AccountingWEB tech expert John Stokdyk joins with HMRC to detail the core functionality you should be looking out for, the common pitfalls to avoid, how to budget appropriately and how to buy with the future in mind.

Come away with a list of useful questions to put to all the exhibitors at AWEB Live Expo!

WHAT MAKES THE PERFECT CLIENT?

Speakers: Paul Lodder FCCA, Product Domain Expert, Dext; Katie Hoare MAAT, Global Head of Practice Solutions, Dext Accounting experts Paul Lodder FCCA and Katie Hoare MAAT from Dext lead a conversation on the elements of a ‘perfect client’ including signifiers such as; the hassle factor, firm values compatibility and cost versus benefits. Join us for an insightful discussion on how cultivating the right client relationships can lead to better profitability for your practice.

OUTSOURCING AS A CATALYST FOR BUSINESS GROWTH

Speakers: Mike Melling, Owner & Managing Partner, TaxAssist Accountants UK; Frank Robinson; Group CEO, QX Global Group Join Frank Robinson (CEO, QX Global Group) and Mike Melling (Owner & Managing Partner, TaxAssist Accountants) as they share insights on how outsourcing can help accounting firms navigate growth spurts and the annual busy season, helping them scale to meet client needs cost effectively and augment their staff, while staying focused on their core capabilities.

The session will cover: • Talent shortage and how to build and manage a remote team • How outsourcing creates opportunities for business growth • Delivering a better customer experience • Becoming a brand ambassador for your business

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19/11/2021 15:28

THURSDAY 2 DECEMBER

 10.15-11.00

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REALITIES OF THE AUTOMATED PRACTICE

Host: Stuart Hurst, Director, Accounts and Legal Panellists: Ben Steele, Managing Director & Founder, Chartered Accountancy Firm; Riaz Kala, Associate Director, Haines Watts; Alex Falcon Huerta FCAA, Founder, Soaring Falcon; Laurynas Gadeikis, Director, ApprovalMax Ltd The impact of coronavirus and MTD has forced accountants to review and accelerate their automation journey, the intense pressure of the last 12 months highlighting the need for real-time reporting and streamlined processes.

Our panel of experts look into what automation means for accountants, how technology has changed client conversations and how firms have got buy-in from their whole team and clients. We deep dive into how firms are using automation to streamline their operations, and discover the issues accountants need to consider when automating their practices.

 11.30-12.15

 12.45-13.30

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DIGITISATION: WHAT NEXT AFTER THE PANDEMIC?

Speaker: Steve Cox, Head of Accountancy, IRIS Software Group The accountancy landscape has always been shifting, but the disruption of the pandemic has accelerated change a rate we have never seen before. Over the last 18 months, UK practices have increased digitisation four-fold. Are we now settled into a futureproofed way of working, or is there more progress to be made? In this session, Steve will explore the ‘now and next’ of the UK accountancy sector; the new and increasing challenges and pain points firms are facing and digitisation will continue to evolve firms. Attendees will gain critical insights, key takeaways and practice steps to prepare for future changes coming.

RECRUITING AND RETAINING SKILLS FOR FUTURE SUCCESS Panellists: Matthew Lawford, Operations Director, AJ Chambers; Adam Wright ACCA FMAAT, Birmingham Managing Parter, Avonmead Chartered Certified Accountants; Nikki Adams, Director, Ad Valorem; Ross Jenkins, Sales Account Executive UK, Silverfin

A well-documented shortage of candidates, digital transformation across the industry and digital expectations of new recruits mean that it is harder to recruit and harder to retain staff. But that’s not all. New skills and ways of working will be required by accountants to secure future success. How do firms rise to this challenge?

What tactics can be deployed? Join this workshop to share experiences and debate this topic with your peers.

• Learn ideas they can take back to your firm to implement • Learn how you to recruit • Discover how you can develop skills within their firm and how they can transform how you work

 14.00-14.45

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HOW PAYMENTS SYSTEMS AND SOFTWARE WILL TRANSFORM YOUR (AND YOUR CLIENTS’) BUSINESS IN 2022

Host: Kevin Hart, Chairman, BASDA Panellists: Nick Levine, Freelance journalist; Richard McCall, CEO & Co-Founder Armylytix; Paul Surtees, CEO, Capitalise; Sam O’Connor ACA, CEO, Coconut Bank; Constanza Castro Feijóo, Stakeholder Engagement Manager, Open Banking Open banking. There. We said it. But what if instead we called it a technology service available right now that could reduce the countless hours it takes for financial institutions and professional services to collect financial information from clients each year? Our experts review the open banking solutions available that can improve your productivity and profitability, plus the latest trends in client usage for 2022 • Making open banking relevant to accountants • Tech experts and vendors to take your questions • The next move on from automation to save you hours

Correct at time of going to press

Not booked a session?

Don’t worry, simply head to the Theatre 10 mins before the session starts and we’ll allocate seats or standing room.

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20/11/2021 14:56

PARTNERS & SPONSORS

Thank you to our Supporting Partners

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19/11/2021 14:49

Don’t let January ruin your Christmas Ditch the January headaches and get your clients’ tax returns organised now.

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18/11/2021 22:39

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Dedicated Capital Allowances

F20

PensionSync C20

AccountingWEB G18

Dext D1

Pixafusion D26

Ad Valorem

Diamond Outsourcing

Practice Ignition

H16

D3

D20

AIA A18

Fathom F12

PracticeWeb G15

AIRPA H6

Ferret G19

QXAS G3

Airwallex A14

First Corporate Law Services

G16

Sage E1

ANNA Money

Fluidly G14

Satago G24

ApprovalMax B9

Fortis DPC

H4

Silverfin C1

Apptituda & Accounting Seed

B12

Fortune Tax

B13

SmartVault C16

Armadillo Academy

E25

FreeAgent E20

Spendesk SAS

D5

Armalytix H10

GEST ONLINE

Starling Bank

F14

Aspire B11

GI Outsourcing

AutoEntry C18

Hammock G10

Swoop F18

BrightPay F10

HMRC A16

TaxAid A10

BTCSoftware C12

ICB J14

TaxCalc D10

Capitalise E5

ICPA J10

TIM H11

Capium F16

IFOL A12

WhisperClaims H5

CaseWare H8

Inform Direct

J12

Wolters Kluwer

Cashplus Bank

Innovate Tax

J18

WorldFirst C8

A20

C10

E3 B14

CIPP C21

iplicit B10

Clarity HQ

F22

IRIS F1

Cloud2Me C22

KeyPay C15

Coconut F5

Libeo H12

Collegia B8

Lightyear D22

Comma D21

Maji D24

Connect4 E24

Modulr G11

CountingUp G20

MyWorkPapers B5

Credit Hound

Nomisma C5

G5

Streem Connect

Xama Technologies

B1

F3

F19

Xero E10 Xledger G12 Exhibitor list correct at time of going to press.

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Drop by our MTD Support Tent Find us at Stand E20 at AccountingWEB Live

WELCOME

Discover how we can help you and your smallest clients conquer Making Tax Digital (MTD). Get expert guidance, handouts for your clients, a free trial of award-winning accounting software and more.

In a hurry? Explore the tent online: freeagent.com/mtd

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FLOORPLAN C26

TECH WORKSHOP Theatre 1

J20

ANY ANSWERS Community Hub

D28

G24 G22

F24 F22

G19 G20

F19 F20

G18

J18

F26

E26 E25 E24

D20

F18

H16 H15

G16 G15

F16

H12

G12 G14

F12 F14

G11 G10

F10

D26

E20

J16 J14 J12

ACCOUNTING EXCELLENCE Keynote Theatre ACCOUNTINGWEB Tax Academy ACCOUNTING EXCELLENCE Strategy Academy

J10 J8

H10 H11

H8

E10

H7

H6

H4

H5

G3

G5

F3

F5

E3

E5

J2 F1

Outside Main Hall

E1

Organisers’ Office

Correct at time of going to press

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19/11/2021 14:50

D3

D28

E24

C24

D26 D24 D23

E5

D21

D20

D22

C26

C22 C21 C19 C20

A24

C18

A22 A20

C16 C15

A18 B13 B14

C12

C14

TECH WORKSHOP Theatre 2

A16 B12 B11 A14

C10

C8

D10

D3

D5

C5

C1

B10 B8

B9

B5

B1

D1

A12 A10 A8

A4

CATERING & NETWORKING ZONE Sponsored by

ENTREPRENEURS' Theatre

A2

HAPPY HOUR 3PM, 1 December

Entrance

rs’ Office

KEY

Accounting Excellence Lounge Stand J2

Bar

Chill & Charge Zone, sponsored by Sage Stand J20

Happy Hour

AccountingWEB Information Point G18

Catering Area

AccountingWEB Forest Stand A4

HMRC Stamp Press Stand J16

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The client communications solution you’ve been waiting for

New TaxCalc Communications Centre From £45.00 per user / per year Is how you currently communicate with your clients just a little too much like hard work? Sending requests and reminders on an individual basis? Working in one software application, then having to come out of it to write an email? And that’s just the tip of the iceberg...The good news is, all that’s a thing of the past.

Communications Centre does it all: • Save time and banish bottlenecks by automating your requests for records from clients.

• Create, schedule, send and record all of your outbound email client communications.

• Create bespoke and specifically targeted client lists using our powerful data mining tool.

• Save hours sending bulk, personalised, emails to specific customer lists.

• Enhance the effectiveness of client communications for all staff within your practice.

• Track all outbound communications and display them in one place.

• Standardise your client emails and bring a level of consistency with our ready-built email templates. Or customise your own.

Visit us on Stand D10 to see Communications Centre in action

Learn more. Visit www.taxcalc.com/communicationscentre

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EXHIBITOR PROFILES AWL_2022_Show_Guide_editorial.indd 29

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EXHIBITOR PROFILES ACCA H15

The Adelphi, 1-11 John Adam Street, London, WC2N 6AU, UK england@accaglobal.com www.accaglobal.com/uk/en.html ACCA (the Association of Chartered Certified Accountants) is the global professional body for professional accountants.

We’re a thriving global community of 233,000 members and 536,000 future members based in 178 countries and regions, who work across a wide range of sectors and industries. We uphold the highest professional and ethical values.

We offer everyone everywhere the opportunity to experience a rewarding career in accountancy, finance and management.

Our qualifications and learning opportunities develop strategic business leaders, forwardthinking professionals with the financial, business and digital expertise essential for the creation of sustainable organisations and flourishing societies.

ACCOUNTANCYMANAGER C14

9 Smith Street, Warwick, Warwickshire CV34 4JA, UK info@accountancymanager.co.uk www.accountancymanager.co.uk AccountancyManager is a multi-awardwinning, cloud-based practice management software - designed by accountants and used by thousands of accountants, bookkeepers and payroll businesses across the UK. Our fully customisable practice management solution enables you to automate your admin, onboard clients with ease and is ready to go straight-outof-the-box with a quick client import.

AD VALOREM

H16

2 Manor Farm Court, Old Wolverton Road, Wolverton, Milton Keynes, MK12 5NN, UK enquiries@advaloremgroup.uk www.advaloremgroup.uk Ad Valorem’s dedicated Tax Team provide specialist tax advisory services to accountancy practices, including R&D Tax Relief, Patent Box, EIS/SEIS, HMRC Settlements/Enquiries, Capital Allowances, Land Remediation Relief, SDLT and Share Schemes. As an award winning, regulated ACCA practice with 20 years’ experience, Ad Valorem is perfectly placed to broaden your service offering and help you unlock the latent income in your client bank.

AIA A18

www.airwallex.com Airwallex is a global payments platform transforming the way businesses move and manage money domestically and internationally.

With technology at our core, we built a proprietary global financial infrastructure platform to help businesses transact, collect and pay in any foreign currency across 130+ countries and 50+ currencies, without the constraints of the traditional global financial system.

Businesses use Airwallex as their end-to-end global financial services platform. Whether it’s making or receiving payments from customers, domestically or internationally, Airwallex saves businesses time and money by offering real-time, reliable and cost-effective financial solutions.

Our web and API solutions support businesses of all sizes, from small companies to large enterprises.

ANNA MONEY

The Association of International Accountants, Unit 3, Staithes, The Watermark, Newcastle upon Tyne, Tyne and Wear NE11 9SN, UK carl.jepson@aiaworldwide.com www.aiaworldwide.com Founded in 1928, the Association of International Accountants (AIA) is a global membership body for professional accountants, which promotes the concept of ‘international accounting’. We have created a global network of world class accountants in over 80 countries worldwide by offering highquality, relevant and innovative qualifications; alongside the provision of first-class and tailored services for our members around the world.

AIRPA H6

ACCOUNTINGWEB G18

Floor 2, Charlotte Place, Queen Charlotte Street, Bristol, BS1 4EX, UK sales@accountingweb.co.uk www.accountingweb.co.uk Providing you with daily news, advice and practical, peer driven insights that help you succeed in serving your clients better now and in the future.

AIRWALLEX A14

www.airpa.ai AIRPA automatically connects leading cloud based accounting systems and data. All your systems under one platform, accessible via a single secure login, with one source of truth for all your accounting information. Powering you to operate with more efficiency and insight.

A20

hello@anna.money www.anna.money The business account and tax app for your small business.

ANNA stands for Absolutely No-Nonsense Admin. Because saving time on the boring stuff makes for more fun.

With ANNA Money you get a business account and debit card. We also do your invoicing, track your expenses and sort your company taxes.

Sweet.

APPROVALMAX B9

24 Old Queen Street, London, SW1H 9HP, UK marketing@approvalmax.com www.approvalmax.com ApprovalMax automates the approval process for AP and AR. It replaces paper- and email-based approval routing with fully automated and easily configurable approval workflows. Together with other efficiency apps, ApprovalMax increases team productivity in accounting and enhances client collaboration.

The key functionality of ApprovalMax includes: flexible approval rules of any complexity, option to authorise requests from the email notification, automated tracking of all approval-related activities with audit trails and detailed audit reports. With the mobile app users can approve and create purchase orders and bills on-the-go.

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EXHIBITOR PROFILES APPTITUDA & ACCOUNTING SEED

B12

www.apptituda.com www.accountingseed.com Apptituda is a Partner of Salesforce.com and Accounting Seed. We specialise in the effective implementation and integration of Cloud Based solutions on the Salesforce platform, including Accounting and Reporting, as well as integrating multiple Apps including Stapp, our advanced order, inventory, warehouse management & light manufacturing solution.

Accounting Seed is a highly flexible & configurable cloud-based accounting platform for growing businesses in the UK. It brings a single source of truth and by using powerful automation & custom reporting, will help you effectively manage your unique accounting processes and data. It serves around 15,000 users in not-for-profit, professional services, manufacturing, insurance, higher education, & other sectors.

Learn more at www.accountingseed.com.

ARMADILLO ACADEMY

E25

www.armadilloacademy.co.uk Armadillo Academy is a network of progressive accounting firms that provides you with the tools & knowledge to build a rewarding business.

When you sign up, you become part of a network of accountants who are stretching & growing. Membership helps upskill your team.

Equipping them with the mindset, tools, training and confidence that allows you the freedom to choose how to build the business & life you want.

ASPIRE B11

BRIGHTPAY F10

Suite 2A, Blackthorn House, St Paul’s Square, Birmingham, West Midlands B3 1RL, UK training@soft-skills.co.uk www.soft-skills.co.uk At Soft Skills, we help individuals and teams develop, and learn more effectively.

It is frequently acknowledged that behavioural and leadership improvements are the most difficult changes to make, both within ourselves and our teams. At Soft Skills, we specialise in simplifying the complexity involved in personal learning, development and change. We achieve this through: • Providing a variety of ‘soft skills’ training courses, covering areas including Effective Communication, Emotional Intelligence, Personal Resilience, and Relationship Building; • Developing leadership skills, through our own Leadership Development Framework (LDF).

Our LDF is uniquely tailored to the needs, experience, seniority and team size of the Leader / Leadership Team involved; • Reviewing the effectiveness of existing business training, development and learning programmes in place. We achieve this through a variety of observation, Neuro Linguistic Programming (NLP), and intervention techniques.

We also have extensive experience at creating tailored training programmes for business teams at all levels of seniority. Recent courses have included specific Finance Professional offerings, including Emotional Intelligence and Managing Conflict.

3 Shortlands, Hammersmith, London, W6 8DA, UK sales@brightpay.co.uk www.brightpay.co.uk BrightPay is an award-winning payroll software that makes managing payroll quick and easy for accountants. With over 30 years’ experience developing payroll software, BrightPay is used to process payroll for over 330,000 businesses across the UK and Ireland. BrightPay is a desktop-based payroll software and it’s available for both Windows and Mac. BrightPay also has an optional add-on, BrightPay Connect, which includes automatic cloud backups and online portals for accountants, clients and their employees.

How BrightPay can help accountants?

• Batch payroll processing • Integration with accounting software • Pay employees & HMRC from within BrightPay • Online client portal with 24/7 access • Client payroll entry & timesheet upload • Employee self-service smartphone app • Multi-user remote access

AUTOENTRY C18

ARMALYTIX H10

The Future Works, Brunel Way, SL1 1FQ, UK sales@armalytix.com www.armalytix.com Dealing with returns, bank feed reconciliations and other matters are activities that are far more frustrating and time-consuming than they need to be.

Join us to embrace a form-free future, remove the strain from your team and stand out in the market - giving your clients an experience they will love.

Armalytix requests, chases and securely delivers the right client information every time, across multiple accounts, direct from their banks - all in a few clicks.

Add clients once, forget about it and watch the data flow. Be form free.

1, Central Park, Leopardstown, Dublin, D18 NH10, Ireland support@autoentry.com www.autoentry.com AutoEntry offers the best way to capture, categorise and publish your financial documents through to your accounts software.

Provide higher value services with AutoEntry: Spend less time on data entry and chasing documents; and more time on insight, analysis and meaningful conversations with your clients.

*** SPECIAL DISCOUNT *** Switch to BrightPay today and get 50% off a BrightPay 2021/22 bureau licence, plus 2 months free Connect. This offer is available for new customers only and for the first years’ subscription only.

Plus, you can avail of the following: • Free 20-minute online demo • 60-day free trial with full functionality • Free migration consultation (no obligation to buy) • Free phone and email support • Access to 100s of online videos and step-bystep guides • Up to 10 activations per licence key Visit the BrightPay website to book a free online demo today.

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EXHIBITOR PROFILES BTCSOFTWARE C12

CAPIUM F16

24 High Street, Addlestone, KT15 1TN, UK Sales@BTCSoftware.co.uk www.btcsoftware.co.uk BTCSoftware is an award-winning accounting and tax software specialist.

We are masters at creating all the software you need to be tax compliant. Our products are intuitive and easy to use. They integrate seamlessly with HMRC’s systems.

BTCSoftware is renowned for providing featurerich, affordable software that simplifies the lives of accounting professionals and makes their work more productive.

We build robust and reliable products which come with an award-winning support structure to help you on your accounting and tax compliance journey. Our team include in-house tax specialists and accountants to ensure we deliver a quality solution that delivers real value for money.

Our product suite includes solutions for Accounts Production, Corporation Tax Compliance, Company Secretarial, SelfAssessment Compliance, Practice Management, VAT Filing including Making Tax Digital.

Come and meet the team at our stand and workshop at AccountingWEB Live.

3rd Floor, 86-90 Paul Street, London, EC2A 4NE, UK support@capium.com www.capium.com Capium is an ungated ecosystem of cloud practice software. What that means is you enjoy all the benefits of accessing integrated tax and accounts software from any device anywhere in the world, as well as the freedom to use other software to make your practice work more efficiently.

Rather than locking you in to long term draconian desktop-based contracts, Capium software encourages efficient data capture, data flow through connected software services and ongoing Client collaboration. It does this through its range of core services: Practice Management, Corporation and Personal Tax, Accounts Production, Bookkeeping, Payroll, Company Secretarial, AML checks, E-Signing, Two-Way Document Sharing, Bankfeeds, Receipt Scanning App and a Client Dashboard.

This year alone Capium has released over 50 new features and launched another service into its portfolio. It has grown from 1000 customers to 1500 customers in the past 12 months and has a retention rate of 96.4%.

Capium appreciates how hard it is to drive profit led activity in the era of digital taxation - we’re here to help so come and speak to us!

CAPITALISE E5

CASEWARE H8 2 Valentine Place, London, SE1 8QH, UK support@capitalise.com www.capitalise.com YOUR CAPITAL ADVISORY SERVICE, READY MADE Capitalise.com Platform Ltd, trading as Capitalise, is authorised and regulated by the Financial Conduct Authority for regulated credit agreements. This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify us

CaseWare UK Limited, County Gate 2, Staceys Street, Maidstone, Kent ME14 1ST, UK contact@caseware.co.uk www.caseware.co.uk In the UK, CaseWare software is used by three of the top five accountancy firms and around half of the Top 100 Practices, in addition to a multitude of mid-tier practices and sole practitioners.

It is also widely used throughout the corporate sector for the preparation of final accounts and corporation tax filings.

Developed on an intelligent cloud platform, our solutions promote a completely paperless environment, enabling accountants and auditors to collaborate, automate timely tasks and work remotely.

Significantly reduce the time involved in all manner of accountancy processes, enabling auditors and finance teams to focus their skills and expertise on solving more important risk, financial, and management issues.

CASHPLUS BANK

C10

partners@cashplus.com www.cashplus.com/accountants Cashplus Bank have helped over 160,000 small business with faster, simpler & smarter business banking services. We enable accountancy practices to open business bank accounts for clients in minutes, as well as providing seamless access to your client’s transaction data. Talk to us about joining the 650+ practices already benefiting from our accounting partner programme.

CIPP C21

admin@cipp.org.uk www.cipp.org.uk The Chartered Institute of Payroll Professionals (CIPP) is the only Chartered Institute for payroll, pensions and reward professionals in the UK. With more than 9,500* individuals benefitting from the CIPP’s membership benefits, support and education services, the Institute is dedicated to raising the profile of payroll in businesses across the UK and internationally.

The CIPP also offers compliance health checks in payroll processes and procedures to ensure that you are complying with legislation to avoid non-compliance penalties, and CIPP members are governed by a code of conduct ensuring they remain highly professional, up to date, and compliant.

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EVERYTHING YOU NEED TO BOSS ACCOUNTING AND BOOKKEEPING IN ONE PLACE • Come and hear how Sage for Accountants has been designed with accountants and bookkeepers in mind • Talk to our team about how you can take control of MTD, automate data capture to tax submissions, and work in harmony with your clients • Join Chris Downing, director for accountants and James Ashford, VP of GoProposal by Sage as they talk through how to futureproof your practice

COME AND SEE US ON STAND E1 AND ENJOY A COFFEE ON US Visit sage.com/accountants

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*Terms and conditions apply

18/11/2021 13:39

Accountants, we’re your number one supporters.

You make business happen and we’re behind you all the way, because accounting is in our DNA. #1 on compliance Serving 21,000 practices Ally to the accountant for 43 years

Visit us at Stand F1 or iris.co.uk Official supporter of accountants

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EXHIBITOR PROFILES CLARITY HQ

F22

Suite 530, 105 London Street, Reading, Berkshire RG1 4QD, UK info@clarity-hq.com www.clarity-hq.com Beautifully Simple | Elegantly Understandable | Massively Different Finally, a joined-up platform that truly enables you to introduce and scale business advisory services within your firm. It’s been built by accountants for accountants. Rather than take a traditional approach, we have completely reimagined the business advisory process for small business owners. Our end-to-end business advisory platform and member success team give you the structure and processes to deliver, build confidence and engage the team, save time and do all of this is a way that ensures your small business clients finally ‘get it’. Making is easier and more profitable for the firm, at a price that your small business clients can afford to pay!

COCONUT F5

COMMA D21

27 Old Gloucester Street, London, WC1N 3AX, UK simon@getcoconut.com www.getcoconut.com Coconut is a sole trader bookkeeping hub designed to make the pain of chasing clients for paperwork and information a thing of the past. Coconut is for practices that want to use technology to take advantage of MTD ITSA and prepare their sole traders without lots of training or process change.

Coconut’s simple mobile app is loved by sole traders and it helps them stay organised and on top of their bookkeeping all year round.

With Coconut, you can bid farewell to year end data entry and say hello to instant access to your clients’ real-time accounting information, whenever you want to check in on them, or complete their filing.

Comma, Media Works Building, 191 Wood Lane, London, W12 7FP, UK hello@usecomma.com www.usecomma.com Comma is the UK’s first native open banking bulk payment system. It saves clients the tedious work of paying bills, salaries, and taxes.

Accountants can set up payment runs without bank access, then share with clients for one click payment through their existing business bank account. Comma intelligently groups payments to work within bank requirements.

It calculates the minimum combination of bulk and / or single payments to make the process seamless for the user.

Underpinning the platform are a series of accounting system APIs to two-way sync accounting data and complicated Open Banking APIs which allows payments that require far fewer steps for the user and is immediately accessible by 80% of the market. Open Banking requires no KYC or onboarding cost, and does not require intermediary bank accounts.

Comma’s bulk payments platform takes advantage of advancements in Open Banking tech, leveraging connections to accounting platforms such as Xero and Sage, allowing business bookkeepers or accountants to create payment runs from existing accounting data.

COLLEGIA B8

CLOUD2ME C22

hello@cloud2me.co.uk www.cloud2me.co.uk • Managed IT Hosting for Accountants.

• Work anywhere, securely and efficiently.

With a decade of experience and a client base earned through our reputation in the sector, there is good reason why over 200 Accountancy practices choose Cloud2Me for their Managed IT Hosting.

• • • • • • •

Specialists in the Accountancy Sector An IT platform in a box Managed software updates Impeccable 24/7 support Partners with key software vendors Sector leading data protection Seamless practice onboarding

Say hello to the IT Cloud.

www.collegia.co.uk Collegia: the sustainable and digital Auto Enrolment pension.

Better for individuals, better for employers, better for the environment!

Collegia is the first pension provider in the UK to be authorised by the FCA to offer a combined Auto Enrolment and Personal Pension plan.

This means that multiple employers can contribute simultaneously; it can used for selfemployment, to top up a pension and access old pensions.

The Collegia pension is also 100% ESG compliant, including the UK’s only ESG Target Date Fund to help members on their investment journey to retirement.

In short, the Collegia Pension is fully portable and can stay with a member for life - regardless of their employment status.

CONNECT4 E24

8 Bead Road, Trumpington, Cambridge, Cambridgeshire CB2 9DY, UK support@connect4.co.uk www.connect4.co.uk The client meeting platform. Where client relationships flourish.

Prepare, Meet, Act. Progress client relationships with Connect4’s easy meeting preparation, delivery and accountability tools. Client centric firms know it’s good to talk with clients - turn once throw-away meetings into actionable, connected experiences for clients while building trust in your team’s delivery and growing recurring revenue.

Explore more about Connect4 at www.connect4.app

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EXHIBITOR PROFILES COUNTINGUP G20

The Old Post, 19 High Street, Nutfield, Surrey RH1 4HH, UK www.countingup.com Countingup is a business current account and accounting software in one app.

Designed for sole trader, self-employed and small business clients to manage their money while you manage their accounts.

Because you can see every transaction, there’s no more nagging for paperwork. You don’t need to chase bank statements, receipts, bills, or invoices - they are all in the app.

Countingup is a much simpler option for clients reluctant to use other small business accounting software. If they don’t want to use the accounting software built into Countingup they don’t have to. But you can make sure their accounts are up to date and take care of MTD for them.

Switching to Countingup is also a good opportunity for you to charge monthly fees if you don’t already, or offer extra services. And it only takes 5 minutes to open an account.

Say goodbye to year-end panic from your paper-based clients.

CREDIT HOUND

CREZCO E26

192 Campden Hill Road, London, W8 7TH, UK ralph@crezco.com www.crezco.com Free online payments. Allow your customers to make instant online bank transfers more seamlessly for free, saving them time and saving you money.

Crezco is an open banking payment solution designed for online invoice payments up to £250,000. Crezco’s checkout solution initiates bank-to-bank transfers seamlessly and securely for your customers. Funds arrive in your bank account in seconds, without fees and payments reconciled within your Xero and Quickbooks account instantly.

Key benefits of using Crezco for you and your clients: • Free to use • Instant settlement, no more waiting for funds • Automatic reconciliation • Payments up to £250k • More secure than card payments

DEDICATED CAPITAL ALLOWANCES

F20

G5

Regent House, 80 Regent Road, Leicester, LE1 7HE, UK support@draycir.com www.draycir.com Get paid faster with Credit Hound and save hours every week compiling credit control and cash flow reports for your business, and more.

Credit Hound is powerful credit control software which works to help reduce late payments. With the automation of many of your everyday credit control processes it will give you more time to focus on chasing debt. Credit Hound starts sending automated payment reminders from a few days before the due date right up until you are paid. What’s more, you can customise both the schedule and tone of the correspondence.

Frogmore House, Ormond Place, Cheltenham, Gloucestershire GL50 1JD, UK info@dedicatedcapitalallowances.com www.dedicatedcapitalallowances.com Expert knowledge and a commitment to excellence. We provide an exceptional service, tailored to meet your individual needs.

As a premium provider with years of experience and technical knowledge, our unique approach guarantees you peace of mind at every step of the process during you or your clients Capital Allowances Claims.

DEXT D1

Unit 1.1, Techspace Shoreditch South, 32-38 Scrutton Street, London, EC2A 4RQ, UK www.dext.com Dext does accurate accounting, automatically.

Three products on one platform integrated with every major accounting software.

That means you can work with any client, onboard them with ease, price profitably and avoid costly bookkeeping mistakes - without changing how you work.

Dext products are made by accountants, for accountants. We know that getting accurate client data is tough. Our job is to make it easy.

The world’s largest practices, and over 1 million of their clients, trust us to fetch accurate business data and turn it into actionable insights.

Dext Prepare: Spend less time getting better data, so you can take on 50% more clients.

No more paper chase, just automatically sorted cost data from any source.

Dext Precision: Accurate data, automatically.

Price better and offer more services with data quality checks and instant insights into the state of your clients’ books.

Dext Commerce: Simplify sales data from any platform, so you can take on more e-commerce clients profitably.

Get set up in 45 minutes thanks to our onboarding tool which automatically imports your rules and workflows.

A dedicated Dext consultant listens to you to understand the tools that will help your practice grow. And our award-winning team of product trainers show you how to use Dext products.

DIAMOND OUTSOURCING

D3

Suite F16, St Georges Business Park, Sittingbourne, ME10 3TB, UK admin@diamondos.org www.diamondos.co.uk Diamond Outsourcing offer full service outsourced accounting services including bookkeeping, payroll, tax, and accountancy services. Working with both practice and businesses Diamond Outsourcing offer services to create efficiencies and quality that makes your business look good.

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EXHIBITOR PROFILES FATHOM F12

Wework, 50-60 Station Road, Cambridge, Cambridgeshire CB1 2JH, UK support@fathomhq.com www.fathomhq.com Powerfully, simple financial analysis, forecasting and reporting. We bring numbers to life, weaving a real-time story about a business’s health, its trajectory and any opportunities or challenges that could impact the bottom line.

Established in 2010, we are trusted by over 55,000 businesses worldwide in more than 80 countries, we partner with leading accountants, advisors and business owners globally.

Our all-in-one reporting, forecasting and analysis tools are both visually stunning and easy to understand, making it one of the top-rated apps in both the Xero and Intuit app stores.

Sign up for a FREE 14-day trial at www.fathomhq.com/signup or visit us at our stand to learn more about how Fathom can supercharge your reporting and forecasting today.

FERRET G19

Ferret Information Systems Ltd, 4 Coopers Yard, Curran Road, Cardiff, South Glamorgan, CF10 5NB, UK info@ferret.co.uk www.ferret.co.uk The experts in welfare benefits advice and assessments. For over 40 years, Ferret have led with their wide range of assessment and advice tools, together with their training and consultancy services. For self-employed clients, not only do you get quick, accurate, updated, assessments of entitlement to Universal Credit, and other benefits, but also calculators for those tricky areas including loss carryforward, surplus earnings, Minimum Income Floor amounts, varying future assessment periods and others. Our subscriptions also include access to our famous Helpline for benefit queries and support. Our wide range of products include web, stand-alone and integrated systems and cover complex areas such as benefits, tax and pension integration, social care charging (and the new NI levy).

FIRST CORPORATE LAW SERVICES

G16

14-16 Churchill Way, Cardiff, CF10 2DX, UK enquiries@fcls.co.uk www.fcls.co.uk www.secretarialoutsourcing.co.uk First Corporate Law Services provides an extensive range of post incorporation services to solicitors and accountants. We provide any type of share restructure, purchase and reduction of share capital, to more complex procedures such as company restorations and share for share exchanges.

Our cloud company secretarial software, FirstOrder, has been created to enable you to administer all your registered companies, and e-file annual returns/confirmation statements and company forms.

We provide a full and comprehensive company formation service within 24 hours. The companies are formed electronically through our bespoke company formation system FirstOrder.

We offer a secretarial outsourcing service that takes care of all statutory annual filing.

Principally, this includes the confirmation statement, share transfers, allotments and minutes on behalf of the client’s company.

FORTIS DPC

H4

www.fortis-dpc.com GDPR MADE SIMPLE, CLEAR AND AFFORDABLE. We help you get GDPR right. Holding the right personal data, in the right way, for the right amount of time and for the right reasons.

Don’t get lost in all the compliance regulations.

Let us help you take the right path to deliver peace of mind to you, your business and your customers.

Consultants want to charge thousands of pounds and make you do all the work. Like you, we are a small business that doesn’t have bottomless pockets and oversized budgets.

Fear not! We are a small business too and we understand. We operate on a fixed price basis, no day rates, just a single price to get the job done and bring you to compliance.

Begin with your free one hour consultation by calling us on 03333 22 1011.

FORTUNE TAX

B13

FLUIDLY G14

3-5 Fashion Street, London, E1 6PX, UK info@fluidly.com www.fluidly.com Whether you want to hire a team member, open an extra office, invest in new equipment or simply pay an upcoming bill it’s important to know you have the cash to afford it. Having a clear picture of the financial future is essential - whether that’s an accurate cashflow forecast or an understanding of the funding options available to you. Without this knowledge, it’s hard to take the decisions that count.

Enter Fluidly - intuitive cashflow management powered by AI. Fluidly is for businesses that want to know exactly what their financial future holds and how to optimise it.

Fluidly shows you what is coming up in the future by providing automated cashflow forecasts in minutes. It then helps you understand so what and now what - the key actions you can take to improve your business finances. From chasing late payers, to providing you with the right funding solution, Fluidly provides complete cashflow confidence.

www.fortune.tax Fortune Tax is a team of UK tax specialists that work exclusively with accountants, solicitors, independent financial advisers and other trade bodies throughout the UK, helping their clients make the most of R&D tax relief.

Fortune Tax maximise a robust R&D claim whilst you and your client continue to build a value-added relationship. You and your client can rest assured that their specialist R&D team will reduce the risk of investigation and maximise your client’s claim value.

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EXHIBITOR PROFILES FREEAGENT E20

One Edinburgh Quay, 133 Fountainbridge, Edinburgh, EH3 9QG, UK accountants@freeagent.com www.freeagent.com FreeAgent is a UK-based award-winning online accounting software for small business owners and their accountants and bookkeepers. Used by over 100,000 active users, FreeAgent’s accounting solution helps business owners simplify their admin and benefit from robust features including expense tracking, invoicing, bank feeds and proactive alerts.

FreeAgent’s user-friendly Practice Dashboard allows you to run your clients’ monthly payroll in bulk and submit RTI directly to HMRC, file your clients’ VAT returns, and run reports for your public and private sector clients. FreeAgent provides free software training, help and advice from our dedicated practice support team and advice to help you grow your practice.

GEST ONLINE

E3

GI OUTSOURCING

B14

solutions@gioutsourcing.com www.gioutsourcing.com Getting the job done with GI Outsourcing means you’ll have the time to build great client relationships, grow your practice and improve your profitability.

Whether you need one-off support to clear a bottleneck or dedicated outsourced team members, our award-winning team is here to help.

We can support you with all the key services you would expect, including Bookkeeping and VAT, Management Accounts, Statutory Accounts, Taxation, Payroll and Audit.

Meanwhile, GI Cloud Consultancy will advise, implement and support you to transform your practice digitally and benefit from the latest technologies, built around the way you work.

And you don’t have to be in private practice to benefit from our services. We also work with a wide range of SMEs, including those in the Hospitality, Legal, Recruitment, Property and Healthcare sectors.

Come and see us at stand B14 to find out more about how your practice could benefit from our bespoke outsourcing services!

HAMMOCK G10 151 rue de la Forge, Salon de Provence, 13300, France contact@gestonline.com www.gestonline.com Gest On Line provides state-of-the-art audit software to over 3000 firms in Europe. Our cloud-based solutions excel in their ease of use, with a collaborative and user-friendly workspace. We make audit look simple. Come and see us to know more.

Since its creation in 2000, Gest On Line has positioned itself among audit software leaders.

We now supply more than 1,800 audit firms and companies in the production and the securisation of their audit service and/ or revision of account, with a watchword: INCREASED RENTABILITY IN PEACE OF MIND. An expertise regularly rewarded by market professionals. In 2016, we have ranked 187st in the prize list Frenchweb 500.

Founders Factory, Northcliffe House, Young Street, London, W8 5EH, UK hello@usehammock.com www.usehammock.com Hammock is the Making Tax Digital partner for accountants and landlords. Hammock gives accountants access to digital records of their landlord clients’ transactions, reconciled in line with SA105 categories and ready for their review. Landlord clients will have 24/7 access to their property finances and real-time notifications. Hammock helps landlords save time and money in four key areas: banking, bookkeeping, property tax statements and insights.

HMRC A16

We are the UK’s tax, payments and customs authority, and we have a vital purpose: we collect the money that pays for the UK’s public services and help families and individuals with targeted financial support. We do this by being impartial and increasingly effective and efficient in our administration. We help the honest majority to get their tax right and make it hard for the dishonest minority to cheat the system.

ICB J14

www.bookkeepers.org.uk The Institute of Certified Bookkeepers is the largest bookkeeping institute in the world.

It promotes and maintains the standards of bookkeeping as a profession through the establishment of relevant qualifications and the award of grades of membership that recognise academic attainment, working experience and competence.

ICPA J10

The ICPA, Imperial House, 1A Standen Avenue, Hornchurch, RM12 6AA, UK admin@icpa.org.uk www.icpa.org.uk The ICPA was created for small practice accountants, and currently has over 1,200 members. Help, support and unrivalled knowledge of this sector has aided us to develop the massive range of small practice specific benefits that ensure accountants need never say “I don’t know where to turn”.

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EXHIBITOR PROFILES IFOL A12

Regency Court, 2A High Street, Kings Heath, Birmingham, West Midlands B14 7SW, UK info@acarp-edu.org www.acarp-edu.org IFOL is a leader in research and education within Financial Operations and has a portfolio that includes: Accounts Payable Practitioner (CAPP) Procure to Pay Practitioner (CP2P) Payroll Administrator Apprenticeship Program Project Management Specialist (CPMS) and other specialist certification programs alongside continuous education programmes and learning resources.

INFORM DIRECT

INNOVATE TAX

J18

Heath Place, Bognor Regis, West Sussex PO22 9SL, UK communications@innovatetax.com www.innovatetax.com Innovate Tax bridges the gap between ERPs and Tax technology, using a range of automated solutions to reduce risk for businesses.

We work with tax teams across the world to improve systems, transform manual processes and enhance compliance with a range of services and tools - including our new LimeLyte Entity Manager platform, which provides nextlevel verification of domestic and international VAT registration numbers.

We are proud partners of Alteryx (automated tax workflows), Oracle (indirect tax determination) and Vertex (implementation and configuration).

IPLICIT B10

J12

www.informdirect.co.uk Inform Direct is an award-winning cloud-based company secretarial and formation software used by thousands of UK accountants to manage more than 200,000 companies.

Inform Direct enables accountancy practices of all sizes to provide comprehensive company secretarial services for their clients, including: • New company formations • Manage key client deadlines quickly and simply • File confirmation statements and other Companies House forms • Manage shareholder records, share certificates and dividend vouchers • A full suite of compliant, online company registers • Easily produce over 400 minutes, resolutions and other documents • File dormant and micro-entity accounts with Companies House Fully integrated with Companies House and packed with customisation options, Inform Direct empowers accountants to add extra value to clients and free up more time to grow their businesses.

The easy to use software is backed up by expert support by company secretarial specialists.

For a number of years, the company has been awarded the Platinum Trusted Service Award by Feefo, the ratings, reviews and customer analytics platform, in recognition of its outstanding commitment to customer service.

Kemp House, 152-160 City Road, London, EC1V 2NX, UK info@iplicit.com www.iplicit.com iplicit is the true Cloud Accounting Software that is ideal for the frustrated on-premise software user, and organisations that have outgrown entry-level software.

Providing greater flexibility and enhanced levels of reporting, iplicit integrates with other cloud applications and offers a seamless migration path from your existing system. It is the natural choice for organisations seeking to ‘step up’ to next-generation finance software, without losing the functionality they currently enjoy.

IRIS F1

Heathrow Approach, 470 London Road, Slough, Berkshire SL3 8QY, UK hello@iris.co.uk www.iris.co.uk IRIS Software Group offers accountancy solutions to simplify the lives of business and practice accountants by making them more effective and productive. With over 21,000 customers and 90 of the top 100 UK accountancy practices using its products and services, IRIS provides the most efficient suite of integrated compliance, productivity, and collaboration solutions for accountants to grow and evolve their practice.

KEYPAY C15

KeyPay, c/o Oury Clark Solicitors, 10 John Street, London, WC1N 2EB, UK sales@yourpayroll.co.uk www.keypay.co.uk KeyPay is a cloud-based payroll and workforce management software designed to maximise efficiencies and drive profit for accountants and payroll bureaus. In a single platform, KeyPay automates the flow of data from employees across rotas, timesheets, leave management, payroll, and reporting - providing full client visibility of the pay run at all times. Designed to eliminate traditional payroll headaches, KeyPay eliminates manual data entry, automates HMRC and pension fund compliance, and integrates with the UK’s key pension providers and accounting packages.

LIBEO H12

imed@libeo.io www.libeo.io Created in January 2019, Libeo enables SME business owners, financial directors and accountants across Europe to centralise, approve and pay their supplier invoices in one click, without IBAN/Sort Code Account Number and without having to connect to their bank.

More than 100,000 companies are on Libeo to pay and get paid, including franchises like Starbucks & Burger King, Cali Sisters restaurants or Jonak. Libeo has raised 26 million euros from investors, including partners of DST Global, Serena, LocalGlobe and Breega.

LIGHTYEAR D22

Lightyear, Catalyst - The Innovation Centre, 15 Queens Road, Belfast, County Down BT3 9DT, UK support@teamlightyear.cloud www.lightyear.cloud Lightyear is a multi-award winning 5* rated app across Capterra, Xero, Netsuite and Quickbooks that allows you to consolidate your bookkeeping, bill approvals and purchasing within one intuitive cloud platform.

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EXHIBITOR PROFILES MAJI D24

www.maji.io Maji mitigates your clients’ National Insurance tax bill by switching them to a salary sacrifice pension arrangement. Your clients can save up to £1.3k per employee per year, offsetting the impending NI tax rises. With Maji, setting up salary sacrifice is stress free, quick and savings are maximised. Plus, clients get a holistic financial wellbeing tool for their team including financial planning tools, digital coaching and access to experts.

MODULR G11

Payroll and payments workflows are a headache for accountants and their clients with manual workflows increasing client pain points and time-consuming processes that carry a heavy administrative burden. Modulr helps accountants take the payment workload away from their clients by making payment and payroll workflows automated and intelligent regardless which software they use - enabling them to deliver a customer service that’s not only seamless, but smarter too.

Modulr is the second fastest growing tech company in the UK. Backed by global industry leaders including the venture arms of PayPal and FIS, Modulr’s Payments as a Service API platform enables businesses to automate payment flows, embed payments into their platforms and build entirely new payment products and services themselves, for the likes of BrightPay, IRIS Sage and Intuit (QuickBooks).

All managed in real-time, 24/7 from one API.

MYWORKPAPERS B5

OUTBOOKS C19

MyWorkpapers Ltd, Studio J2A, Witan Studios, 279 Witan Court, Milton Keynes, MK9 1EJ, UK sales.uk@myworkpapers.com www.myworkpapers.com MyWorkpapers is a leading cloud-based workpapers platform for accountants and auditors.

Offering the options of customisable workpapers packs, including Year-end and Audit from Mercia and HAT Group, MyWorkpapers unlocks all the benefits of the cloud in terms of remote and multi-site working, business resilience and paperless working.

It then combines these inherent benefits of the cloud with an innovative and flexible platform, designed around the needs of users, enabling oversight, collaboration, accountability and quality control.

Fully integrated with the leading business cloud packages, MyWorkpapers imports trial balance data for use in its cloud-based monthly, quarterly, year-end and audit workpapers.

Outbooks Ltd, Suite 18, Winsor & Newton Building, Whitefriars Avenue, Harrow, HA3 5RN, UK info@outbooks.co.uk www.outbooks.co.uk Outbooks is a London headquartered, quality-focused, 10+ years old firm delivering outsourced accounting & bookkeeping services for Accountants and Bookkeepers. Outbooks reduces costs by: • Offering accounting services at competitive prices • Reducing your review time by 75% • Saving you precious time by preparing highquality Working Papers ready for use with your clients • Deploying English-speaking, India-based teams of ACCAs and graduates with at least 3 years’ experience of working on UK accounts Outbooks continues to grow at industry leading rates with now more than 300 associates.

NOMISMA C5

Innovation Centre, 25 Highfield Drive, St Leonards on Sea, TN38 9UH, UK sales@nomisma.co.uk www.nomisma.co.uk Are you are looking for software to help you manage all your clients efficiently? One which will grow with you, as you meet increasing demand, and is MTD ITSA-ready? If so, we’d like to introduce you to the accounting and bookkeeping software product one user described as, “The most user-friendly bookkeeping software”.

We know December and January are your busiest time, and Nomisma is designed to help you keep on top of all your clients’ demands.

Our cloud-based software has been built to support practice with payroll, automated accounts & tax, and practice management; all interconnected under a single and intuitive interface. PLUS: our inclusive mobile client apps are already making life easier for client self-assessment, with OCR receipt scanning. So, come and see for yourself, on Stand C5.

PENSIONSYNC C20

hello@pensionsync.com www.pensionsync.com PensionSync is the UK’s only one-stop shop for payroll-to-pension administration, working alongside your payroll software to provide a single pension process across 6 major UK pension schemes.

Streamline your clients’ pension process with PensionSync, featuring payroll integration, bulk processing and automation of simple repetitive tasks.

With centralised audit trails and reporting features, PensionSync enables you to efficiently monitor all your clients’ pension data submissions in a single dashboard, and helps you keep on top of payments, opt outs and other worker changes.

Save time, reduce costs and gain control.

Whether you’re a bookkeeper, accountant or payroll bureau, PensionSync has got you covered.

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EXHIBITOR PROFILES PIXAFUSION D26

PRACTICEWEB G15

SAGE E1

Pixafusion Marketing Agency Ltd, Unit B1, Lakeview Business Park, Lamby Way, Rumney, Cardiff, South Glamorgan CF3 2EP, UK hello@pixafusion.agency www.pixafusion.agency As one of the fastest-growing digital marketing agencies in Wales, we’ve come a long way from our humble beginnings. The demands of our client base grew quickly and in response, we developed into a full-service marketing agency.

For us, this means that we can gather the brightest minds under our roof and mix up their talent for your projects. For you, it means you only need one partner for all your brand, marketing and advertising needs. And THAT means more clarity, less hassle and better ROI.

Practice Web, Floor 2, Charlotte Place, Queen Charlotte Street, Bristol, BS1 4EX, UK hello@practiceweb.co.uk www.practiceweb.co.uk PracticeWeb create digital marketing strategies, insight, high quality content and websites and search engine marketing for ambitious accountants.

Our insight and knowledge means we get to the heart of our clients’ needs, connecting them with their customers and driving growth for their business. We put the accountant and their customers in the centre of everything we do.

All our websites are fully mobile responsive, easy to manage, integrate with third-party tools and are built to take users on a journey towards a clear call to action for lead generation.

Whether you’re just getting your firm off the ground, thinking of repositioning your business, launching a new service, breaking into a completely new sector, or need support with digital marketing, we can help with: • Marketing strategy • Websites • Content • Branding • Social media • SEO

1 Exchange Quay, Salford, M5 3EA, UK accountants@sage.com www.sage.com Sage has been supporting UK accountants and bookkeepers for over 40 years. We have the UK’s biggest dedicated team supporting over 14,000 practices and their 1 million clients. No matter how you work, we offer compatible, proven, and trusted software that’s ready for Making Tax Digital. Come and visit the only provider that offers fully integrated solutions for bookkeeping, payroll, tax and compliance - for both practices and clients. Nail the next wave of MTD.

PRACTICE IGNITION

D20

20-22 Wenlock Road, London, N1 7GU, UK support@practiceignition.com www.practiceignition.com/gb Practice Ignition continues to help over 5,000 accounting and bookkeeping firms globally - with over 1000 in the United Kingdom - to create professional proposals, win work, get paid for it, cut down admin time and improve cash flow. Practice Ignition’s clients are able to achieve their business goals with the help of their client-centric platform delivering value at every stage of the client lifecycle - beyond simply proposals, onboarding and payments.

QXAS G3

Castle Chambers, Off Mill Bridge, Skipton, North Yorkshire BD23 1NJ, UK qxas@qxglobalgroup.com www.qxglobalgroup.com QX Accounting Services is a world-leading provider of outsourcing services to growthfocused accounting firms globally. QX brings cost-effective, reliable and secure outsourcing solutions to help accountants resource their practice effectively, free up staff to focus on higher-value tasks, and reduce costs whilst increasing profits and margins.

We are part of the QX Global Group with over 2000 employees based across our offices in the UK, Canada, USA, and four delivery centres in India.

SATAGO G24

48 Warwick Street, London, W1B 5AW, UK Hello@satago.com www.satago.com Satago is forward-thinking cashflow management software which helps businesses, and their advisors manage debtors and credit risks, and access finance in one unified platform. Satago connects with 300+ accounting software packages offering an all-in-one cash management solution which complements and enhances your accounts package.

With Satago you can: • Get your practice and your clients paid quickly - with automated invoice chasing • Protect against bad debt – with real time credit risk insights • Access working capital when needed – with flexible invoice finance • Deliver meaningful services your clients will value – with Satago Practice Edition

SILVERFIN C1

connected@silverfin.com www.silverfin.com Silverfin is the cloud platform that makes accountants more successful. It stores data and its best practice templates automate accounting workflows. It enables collaboration and eliminates portals, Excel files and email.

But that’s not all. It also gives you the data, tools, and time to deliver the advisory services and insights clients really value. We call this Connected Accounting. Get in touch now to find out how we can help you become a Connected Accountant.

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EXHIBITOR PROFILES SMARTVAULT C16

20 West Street, Unity Campus, Cambridge, Cambridgeshire CB22 3FT, UK sales-uk@smartvault.com www.smartvault.com SmartVault is an all-in-one cloud-based document storage and secure file sharing solution, built for accountants and bookkeepers. Rated as the #1 solution for accountants, we are on a mission to make people productive and happy.

Our client portal and document workflow management system makes you more efficient, whilst our bank-grade security ensures your documents are protected both in transit and at rest. Our technology is GDPR compliant, and our UK-based customer support team is always on hand to ensure your business runs smoothly. SmartVault is the only officially integrated document management partner of TaxCalc and we also integrate with Xero, Quickbooks, Outlook and more!

Over 25,000 companies and 1 million users trust SmartVault with their most sensitive documents. Built with bank level security, SmartVault’s single platform is the most secure way to store and share your documents.

SPENDESK SAS

D5

www.spendesk.com/en The 7-in-1 spending solution for faster, smarter spending decisions.

Spendesk is the only complete spend management platform that gives 100% visibility into company spend. With Spendesk, you get a 7-in-1 software with corporate cards, invoice payments, expense reimbursements, approvals, budgets, reporting, compliance, and pre-accounting in one simple, scalable solution.

Already simplifying the lives of thousands of businesses, Spendesk is designed to save time and money across the entire spending process.

STARLING BANK

F14

www.starlingbank.com Starling Bank is an award-winning, fully-licensed and regulated bank built to give people a fairer, smarter and more human alternative to the banks of the past. It offers personal, business, joint, teen, euro and dollar accounts alongside a child card and a range of lending products. Starling also provides B2B banking and payments services through its Bankingas-a-Service model based on the proprietary technology platform that it uses to power its own bank. The Starling Marketplace offers customers in-app access to a selection of third party financial services. Headquartered in London, it has offices in Southampton, Cardiff and Dublin.

Starling has been voted Best British Bank in 2018, 2019, 2020 and 2021 and topped the Which? customer satisfaction table for 2020.

STREEM CONNECT

B1

info@streemconnect.com www.streemconnect.com Streem Connect delivers up to date, fast, accurate bank statements with no missed transactions. If you are tired of chasing your clients for bank statements then Streem Connect’s fully automated service means you never have to again.

SWOOP F18

7 Royalty Mews, London, W1D 3AS, UK hello@swoopfunding.com www.swoopfunding.com Swoop is a business funding and savings platform enabling accountants and advisors to discover the right funding solutions for their clients across loans, equity and grants - and to identify and easily make savings - all in one fell swoop.

Swoop works with over 1,000 funding providers from mainstream banks, alternative lenders, venture capital funds, SEIS/EIS funds, angel investors and grant agencies, meaning that whatever your clients’ funding requirements we are able to offer a solution.

And with our open banking technology, you can see potential savings and switch expenditure on foreign exchange, utilities and insurance.

All of this is done automatically through our technology coupled with our team of experts.

TAXAID A10

TaxAid is a charity set up by tax professionals that provides free, independent advice across the range of tax issues facing people on low incomes. It helps the most disadvantaged taxpayers on low incomes who cannot afford paid advice. Many suffer learning difficulties, mental and physical ill health and language and numeracy challenges, making it impossible to engage with HMRC. TaxAid also works in partnership with HM Revenue and Customs to address areas of the tax system negatively impacting upon vulnerable working people.

TAXCALC D10

Rubra One, Mulberry Business Park, Wokingham, Berkshire RG41 2GY, UK sales@taxcalc.com www.taxcalc.com TaxCalc makes simple, integrated and affordable software that’s designed to grow as you do. Comprising powerful tax, accounts, company secretarial, compliance and practice management solutions, every product is precision-engineered and meticulously maintained to future-proof your practice.

All our products work beautifully together on the same platform, seamlessly sharing data and featuring our famous SimpleStep and Check & Finish processes. With our new practice management solution, everyone in your firm will be able to work smarter, faster and be more organised. Need to manage your compliance deadlines and set reminders for due dates? We have it covered.

Need complete visibility of all activity in your firm such as client, staff and job statuses? It’s all there for you to view.

TaxCalc offers a great deal to accountancy firms and that includes the price. Whether you’re large or aspiring to grow, trust the practice software that’s trusted by over 9,000 UK firms.

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EXHIBITOR PROFILES TIM H11

Mappin House, Office 201, Winsley Street, London, W1W 8HF, UK ben@timworks.com www.timworks.com Tired of emails?

Overwhelmed with client communications all over the place?

Worried about handling clients’ data over WhatsApp? We are here to help. TIM is a chat platform built specifically for accounting firms and their clients.

TIM allows you to collaborate with your team in real time. With TIM you can query transactions, request and upload documents and organise all client conversations in a WhatsApp-like interface that your clients know and love.

TIM is connected to Xero, Dext, Hubdoc, AutoEntry and Datamolino which allows you to pull and push records and documents in and out of the chat.

Come see us at booth H11. We can’t wait to meet you!

WOLTERS KLUWER

F3

Wolters Kluwer, 145 London Road, Kingston Upon Thames, Surrey KT2 6SR, UK uk-cchsw.marketing@wolterskluwer.com www.wolterskluwer.com/en-gb Wolters Kluwer is a global information, software and consultancy provider, specialising in tax and accounting. We support our customers at every stage, giving them the expert knowledge and software that they can rely on to improve their efficiency, navigate change and adhere to the needs of regulators and customers alike. By combining our expert knowledge with our passion for developing future-forward technology, we are global leaders at meeting the needs of our customers.

We’re experts in providing information, software and services to tax executives who work in complex, compliance-driven environments.

Our innovative and mobile technology provides the information that tax, accounting and audit professionals need to make accurate decisions, comply with legislation and increase the efficiency of their operations. We support our customers by offering expertise from our in-house team of finance professionals, exaccountants and developers.

WHISPERCLAIMS H5

admin@whisperclaims.co.uk www.whisperclaims.co.uk WhisperClaims is the only fully-automated software solution designed to enable accountants to deliver cost-effective, robust R&D tax relief claims for their clients without the need to outsource. All while maintaining brand identity.

The software is augmented by in-app help and support, an exclusive WhatsApp user group, and regular webinars and courses. This is all designed to help you to become more confident in discussing and fulfilling the R&D needs of your clients.

WORLDFIRST C8

21-24 Millbank, Millbank Tower, London, SW1P 4QP, UK ukpartnerships@worldfirst.com worldfirst.com/uk/partners/accounting WorldFirst is an international payments business helping your clients move money around the world. Designed with importers, exporters, and online sellers in mind WorldFirst enables businesses to receive international funds via free local currency accounts, manage currency risk, and make same-currency and cross-currency payments quickly and easily in over 68 currencies.

XAMA TECHNOLOGIES

F19

3rd Floor, 1 Ashley Road, Altrincham, Cheshire, WA14 2DT, UK info@xamatech.com www.xamatech.com Xama Technologies brings a fresh perspective to AML solutions for accountants. By integrating identity verification and AML checks into proposal, practice management and accounting software, they streamline the client onboarding process in new innovative ways. Through their HUB and CONNECT products they offer easy to use, pay as you go solutions to firms of all sizes and varying requirements.

XERO E10

Rolling Stock Yard, 188 York Way, London, N7 9AD, UK sales@xero.com www.xero.com Xero is a cloud-based accounting software platform for small businesses with over 2.7 million subscribers globally. Through Xero, small business owners and their advisors have access to real-time financial data any time, anywhere and on any device. Xero offers an ecosystem of over 1,000 third-party apps and 300 plus connections to banks and other financial partners.

Xero has won a number of awards in the UK. These include Accounting Tech of the Year at the 2021 UK FinTech Awards, Practice Management Software of the Year for Xero Practice Manager and Bookkeeping Software of the Year at the 2020 ICB Luca Awards, Accountancy Software of the Year at the 2020 Digital Accountancy Awards, Fintech Innovator of the Year at the 2020 Business Tech Awards and Cloud Product of the Year at the 2019 National Technology Awards.

XLEDGER G12

4th Floor, Tower Wharf, Cheese Lane, Bristol, BS2 0JJ, UK mail@xledger.co.uk www.xledger.com The Xledger story begins in 1996 with software architect Jarle Sky’s move to Palo Alto, California.

Then co-founder and product director of an onpremise system, Sky arrived in time to witness the explosion of web-based businesses.

Amid the accelerating dot-com boom, Jarle had a vision: a business management system created and hosted entirely on the cloud, based on subscription, and accessible via browser from anywhere in the world.

He brought his vision to the executives of Agresso. Seeing their lack of interest, he resolved to pursue the dream on his own.

Along with colleagues May Helen Kvarberg and Lennart Holen, Jarle resigned from Agresso and founded Xledger in 2000. The team began a painstaking development process.

When it launched in 2006, Xledger Cloud ERP outstripped larger competitors: a true cloud system with seamless updates, unified design, and powerful functionalities.

Today, Xledger is the most automated and unified ERP system on the market, with four offices empowering tens of thousands of customers worldwide.

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Three products on one platform integrated with every major accounting software.

Prepare

Precision

with Receipt Bank

with Xavier

Dext Prepare: Spend less time getting better data, so you can take on 50% more clients. No more paper chase, just automatically sorted cost data from any source.

Dext Precision: Accurate data, automatically. Price better and offer more services with data quality checks and instant insights into the state of your clients’ books.

Commerce with Greenback

Dext Commerce: Simplify sales data from any platform, so you can take on more e-commerce clients profitably.

Get set up in 45 minutes thanks to our onboarding tool which automatically imports your rules and workflows.

Visit Dext.com to find out more.

Dext, come see us on stand D1. Activate today and get Prepare free for TWO months!

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PRODUCT GUIDE ACCOUNTING SOFTWARE

ASSOCIATION PARTNER

AccountancyManager..................................................... C14 ApprovalMax.........................................................................B9 Armalytix...............................................................................H10 AutoEntry.............................................................................C18 BrightPay.............................................................................. F10 BTCSoftware.......................................................................C12 Capium..................................................................................F16 CaseWare............................................................................. H8 Coconut..................................................................................F5 Comma.................................................................................D21 Credit Hound....................................................................... G5 Crezco................................................................................. E26 Fathom...................................................................................F12 First Corporate Law Services........................................G16 Fluidly....................................................................................G14 FreeAgent........................................................................... E20 iplicit...................................................................................... B10 IRIS............................................................................................ F1 Lightyear.............................................................................D22 MyWorkPapers.....................................................................B5 Nomisma............................................................................... C5 Practice Ignition............................................................... D20 Sage......................................................................................... E1 Silverfin....................................................................................C1 TaxCalc.................................................................................D10 TIM.......................................................................................... H11 Wolters Kluwer..................................................................... F3 Xero....................................................................................... E10 Xledger.................................................................................G12

ACCA.....................................................................................H15 AIA.......................................................................................... A18 ICPA........................................................................................J10 IFOL....................................................................................... A12 TaxAid...................................................................................A10

ANALYTICS & REPORTING

AccountancyManager..................................................... C14 ApprovalMax.........................................................................B9 BrightPay.............................................................................. F10 Capium..................................................................................F16 CaseWare............................................................................. H8 Cloud2Me...........................................................................C22 Fathom...................................................................................F12 First Corporate Law Services........................................G16 Fluidly....................................................................................G14 IRIS............................................................................................ F1 KeyPay..................................................................................C15 SmartVault............................................................................C16 TaxCalc.................................................................................D10 TIM.......................................................................................... H11 Xama Technologies...........................................................F19 Xero....................................................................................... E10

Armalytix...............................................................................H10 CaseWare............................................................................. H8 Clarity HQ........................................................................... F22 Fathom...................................................................................F12 Ferret.....................................................................................G19 Innovate Tax.........................................................................J18 IRIS............................................................................................ F1 Wolters Kluwer..................................................................... F3

ASSOCIATION & PROFESSIONAL BODY ACCA.....................................................................................H15 AIA.......................................................................................... A18 ICPA........................................................................................J10 IFOL....................................................................................... A12

AUDIT SERVICES CaseWare............................................................................. H8

AUTO ENROLMENT & PENSIONS BrightPay.............................................................................. F10 IRIS............................................................................................ F1 KeyPay..................................................................................C15 PensionSync......................................................................C20

CAPITAL ALLOWANCES Dedicated Capital Allowances.................................... F20

CASH FLOW FORECASTING Clarity HQ........................................................................... F22 Fathom...................................................................................F12 Fluidly....................................................................................G14 Xero....................................................................................... E10

CHARITY TaxAid...................................................................................A10

CLOUD

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PRODUCT GUIDE CONSULTING & BUSINESS SERVICES

DEBT RECOVERY SERVICES

Ad Valorem.........................................................................H16 Aspire..................................................................................... B11 Clarity HQ........................................................................... F22 Cloud2Me...........................................................................C22 Ferret.....................................................................................G19 Innovate Tax.........................................................................J18 IRIS............................................................................................ F1 Pixafusion............................................................................D26

Fluidly....................................................................................G14

CYBER SECURITY IRIS............................................................................................ F1 SmartVault............................................................................C16

DATA ENTRY/OCR (OPTICAL CHARACTER RECOGNITION) AutoEntry.............................................................................C18 IRIS............................................................................................ F1 Wolters Kluwer..................................................................... F3

DOCUMENT MANAGEMENT AccountancyManager..................................................... C14 ApprovalMax.........................................................................B9 AutoEntry.............................................................................C18 Capium..................................................................................F16 CaseWare............................................................................. H8 Connect4............................................................................ E24 Cloud2Me...........................................................................C22 GEST ONLINE.......................................................................E3 IRIS............................................................................................ F1 Practice Ignition............................................................... D20 SmartVault............................................................................C16 TaxCalc.................................................................................D10 Wolters Kluwer..................................................................... F3 Xero....................................................................................... E10

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PRODUCT GUIDE EDUCATION & QUALIFICATIONS

GDPR

Aspire..................................................................................... B11 IFOL....................................................................................... A12

Innovate Tax.........................................................................J18 IRIS............................................................................................ F1 SmartVault............................................................................C16 Wolters Kluwer..................................................................... F3

EXPENSE MANAGEMENT ApprovalMax.........................................................................B9 AutoEntry.............................................................................C18 Comma.................................................................................D21 Hammock.............................................................................G10 IRIS............................................................................................ F1 Nomisma............................................................................... C5 Wolters Kluwer..................................................................... F3 Xero....................................................................................... E10

Cloud2Me...........................................................................C22 IRIS............................................................................................ F1 Pixafusion............................................................................D26 Wolters Kluwer..................................................................... F3

FINANCIAL & BANKING SERVICES

IRIS............................................................................................ F1 KeyPay..................................................................................C15

Armalytix...............................................................................H10 Capitalise...............................................................................E5 Cashplus Bank...................................................................C10 Comma.................................................................................D21 Dext......................................................................................... D1 Innovate Tax.........................................................................J18 Satago..................................................................................G24 Starling Bank........................................................................F14 Swoop....................................................................................F18

HOSTING

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IT Cloud2Me...........................................................................C22 Ferret.....................................................................................G19 Innovate Tax.........................................................................J18 IRIS............................................................................................ F1 SmartVault............................................................................C16

LEGAL & SOLICITOR SERVICES

FINANCIAL SOFTWARE

First Corporate Law Services........................................G16

ApprovalMax.........................................................................B9 Armalytix...............................................................................H10 CaseWare............................................................................. H8 Comma.................................................................................D21 Credit Hound....................................................................... G5 Crezco................................................................................. E26 Fathom...................................................................................F12 Ferret.....................................................................................G19 Fluidly....................................................................................G14 IRIS............................................................................................ F1 Satago..................................................................................G24 Swoop....................................................................................F18 Xero....................................................................................... E10

MAGAZINES & PUBLICATIONS

FOREIGN EXCHANGE & MULTI-CURRENCY SERVICES Crezco................................................................................. E26 Fathom...................................................................................F12 WorldFirst.............................................................................. C8

AccountingWEB.................................................................G18

MOBILE APPS ApprovalMax.........................................................................B9 AutoEntry.............................................................................C18 Capium..................................................................................F16 Coconut..................................................................................F5 Hammock.............................................................................G10 IRIS............................................................................................ F1 Pixafusion............................................................................D26

MONEY LAUNDERING IRIS............................................................................................ F1 TaxCalc.................................................................................D10 Wolters Kluwer..................................................................... F3 Xama Technologies...........................................................F19

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PRODUCT GUIDE OUTSOURCING

R&D TAX

ApprovalMax.........................................................................B9 Cloud2Me...........................................................................C22 Diamond Outsourcing...................................................... D3 First Corporate Law Services........................................G16 Innovate Tax.........................................................................J18 IRIS............................................................................................ F1 Outbooks.............................................................................C19 QXAS...................................................................................... G3

Ad Valorem.........................................................................H16 WhisperClaims.................................................................... H5

PAYMENT PROCESS SERVICES BrightPay.............................................................................. F10 Comma.................................................................................D21 Crezco................................................................................. E26 Xero....................................................................................... E10

PAYROLL BrightPay.............................................................................. F10 Capium..................................................................................F16 Comma.................................................................................D21 IFOL....................................................................................... A12 IRIS............................................................................................ F1 KeyPay..................................................................................C15 Nomisma............................................................................... C5 PensionSync......................................................................C20 Sage......................................................................................... E1 Xero....................................................................................... E10

PRACTICE & PROJECT MANAGEMENT AccountancyManager..................................................... C14 Armalytix...............................................................................H10 Capium..................................................................................F16 Connect4............................................................................ E24 Innovate Tax.........................................................................J18 IRIS............................................................................................ F1 TaxCalc.................................................................................D10 Wolters Kluwer..................................................................... F3

RECRUITMENT/TRAINING/COACHING Aspire..................................................................................... B11

SALES & MARKETING Connect4............................................................................ E24 Pixafusion............................................................................D26 PracticeWeb........................................................................G15

TAX Ad Valorem.........................................................................H16 Capium..................................................................................F16 CaseWare............................................................................. H8 Coconut..................................................................................F5 Comma.................................................................................D21 Dedicated Capital Allowances.................................... F20 Innovate Tax.........................................................................J18 IRIS............................................................................................ F1 Sage......................................................................................... E1 TaxCalc.................................................................................D10 Wolters Kluwer..................................................................... F3 Xero....................................................................................... E10

VAT Capium..................................................................................F16 Fluidly....................................................................................G14 Innovate Tax.........................................................................J18 IRIS............................................................................................ F1 Sage......................................................................................... E1 TaxCalc.................................................................................D10 Wolters Kluwer..................................................................... F3

PREMIUM PARTNER Dext......................................................................................... D1 FreeAgent........................................................................... E20 IRIS............................................................................................ F1 Sage......................................................................................... E1 TaxCalc.................................................................................D10 Xero....................................................................................... E10

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FIND MOR OUT STAN E AT D G1 8

Congratulations TO OUR 2021 ACCOUNTING EXCELLENCE AWARD WINNERS!

RAEDAN

JEFFREYS HENRY

Small Firm of the Year

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ACCOUNTANCY CLOUD

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