Accountex 2013 Show Guide by Fortem International

PRYSM GROUP PRESENTS

2013

Tie in with the great and the good of the accountancy world at the UK’s premier exhibition and conference

EVENT GUIDE & SEMINAR PLANNER ● Over 1OO leading industry suppliers Representing the very best suppliers within the profession

● More than 120 free expert - led seminars Free advice and inspiration from the leading lights of the accountancy world

● Free access to keynote networking areas Network face to face with keynote speakers and other leading industry figures

● 21 interactive workshops Gain invaluable inspiration and educational insights in a live environment

6-7 JUNE 2013 SUPPORTERS

MEDIA PARTNER

The Professionals’ Choice Add value to existing clients

Attract new business

We are the largest specialist Capital Allowances company in the UK and have an enviable track record with HMRC. As the ICAEW’s appointed partner for Capital Allowances, we work alongside over 70% of the largest professional practices in the UK, helping them to identify opportunities to reduce the tax liabilities of their clients. •

No fees payable until our report has been signed off and our claim has been accepted by HMRC

•

No fees whatsoever if we fail to identify at least £50,000 of unclaimed Capital Allowances*

Win old clients back

Half a billion pounds of unclaimed Capital Allowances already recovered Average Capital Allowances identified £125,000 4000 clients to date 44 staff exclusively focused on Capital Allowances identification Do you have clients that own commercial property? If so, visit us on stand A304 to discuss the opportunity further.

Manchester Office 11a Goose Green Altrincham Cheshire WA14 1DW

London Office 100 Pall Mall St James London SW1Y 5NQ

Birmingham Office Ground Floor One Victoria Square Birmingham B1 1BD

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*Subject to terms and conditions

WELCOME TO THE UK’S LARGEST

EVENT FOR

ACCOUNTANTS IN PRACTICE AND

IN BUSINESS Thank you for choosing to attend Accountex 2013. We thought it was high time for the accountancy profession to have its own national show, so we launched Accountex in November last year. 3,000 of you evidently agreed, helping to make it the largest Accountancy show the UK has ever seen. Taking on board invaluable feedback from you, the visitor, and our supporters this June’s event looks set to build upon that success with an even bigger and better show. The National Accountancy Exhibition and Conference features some of the biggest names in accountancy, as well as worldrenowned speakers. Accountex is an unparalleled opportunity for financial professionals like yourself to gain insight and education in a dynamic live environment. It’s a chance to grow, learn and develop. Accountex is committed to adding value to your practice, supporting your professional growth, while ensuring that you’re on top of the very latest developments in your profession. Helping us

Tweet Us @accountex

Tweet About Us #accountex

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This show guide will give you information of what to expect over the two-day event. You’ll find details of the comprehensive seminar schedule, information about the speakers and details of the exhibitors who are presenting the latest products and services within the profession.

Scott Hider Event Director & The Accountex Team scott.hider@prysmgroup.co.uk 0117 9304927

www.accountex.co.uk SUPPORTERS

ntex

to achieve this are the UK’s most important accountancy professional bodies and associations who we would like to thank again for supporting Accountex 2013.

We hope you enjoy the show.

06 18 22 30 72 86

The most prominent speakers in accountancy and finance. Who do you need to listen to?

PAGE INSIGHT WORKSHOP

.com/Accou

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PAGE HEADLINE SPEAKERS

With everybody clutching a smartphone, now is the time to learn about the mobile space

PAGE CPAA WORKSHOP Every area of the industry covered by the Certified Public Accountants Association

PAGE SEMINAR SCHEDULE Who’s speaking when – and where! Don’t miss your hot topic with our full schedule

PAGE HOW TO GET THERE Don’t get lost on the way, whether you’re travelling by road, rail or tube

PAGE A-Z & FLOOR PLAN Track down any exhibitor at the show in our full listing and work out where they are

MEDIA PARTNER

WELCOME

WELCOME TO ACCOUNTEX

These two pages contain a range of hints and tips to help you get maximum value from the time you spend at Accountex 2013. Whether you attended last year’s Accountex in November, or this is your first time, you’ll find plenty of new exhibitors and speakers at this show. One thing’s for sure: you won’t be bored! I know it often doesn’t seem very easy to book a day away from your desk, so how can you ensure that you get maximum value from your time here?Why not see who’s available to meet up by searching on twitter for #accountexmeetup. It’s a good idea to take stock, grab a coffee and look through this show guide in advance, so that you can plan your visit. Check out the location of each of the lecture theatres you hope to visit. You could leave it to chance, but if you have any favourite speakers or sessions, do make sure you arrive early, as space is limited. You’ll also want to identify some backups in case your first choice theatre is full when you arrive. You may have decided that there are some specific exhibitors you wish to visit – this guide will help you pinpoint where they are located. It will also help you identify new suppliers where you can find more information that might assist you in your practice.

MARK LEE Guest Editor

You’ll find that the exhibitors comprise a mix of your existing suppliers, their competitors and others promoting services and facilities you have yet to explore. Check out where their stands are and mark them on your copy of this guide, then check them off as you visit or when you stop for a drink later. Remember to leave time to take in those exhibits that offer something new and different. There really is so much to see and do that you’ll want to get full value from every minute. Some exhibitors will be happy to let you pick up their promotional literature; others will want to find out something about you first. Many stands will also have simple promotional giveaways that they will be happy to give you – some of these gifts may even be genuinely useful! And there are always plenty of sweets and other items to eat; all intended to give you a reason to check out a specific exhibition stand. Think of them as a reward!

Networking

Keynote Speaker: Boring Is Optional – Let’s reclaim accountancy!

.uk

www.BookMarkLee.co

Mark writes a regular blog containing loads of practical tips and insights for ambitious accountants.

In addition to the exhibitors and other visitors, you may bump into some of the speakers before or after they present their sessions. Most will be happy to stop and chat - especially if you have questions inspired by their talks, or that you hoped they would address. There’s no need to be shy, but do make sure you are polite! If you want anyone to get in touch with you after the event, make sure you have a supply of business cards to give out when asked. You should also give out your card if you know people often mishear or mispronounce your name. I’m quite lucky in this regard! It would be foolhardy to expect to ‘do’ any business while you are wandering around Accountex. But you may encounter like-minded visitors who are willing to meet up, to email or to speak on the phone next week. These initial conversations will only really be of value if you follow up promptly within the next week.

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ACCOUNTEX 2013

WELCOME

The range of exhibitors Accountex 2013 contains a wider range of exhibitors than ever before. Some are well-known brands across much of the profession. This is true, for example, of the larger professional bodies, software providers, publishers and various suppliers who have been around for many years. But how familiar with them are you, really? Take a look and you may well find out something new and potentially valuable to you or your practice. You’ll also find plenty of names that you are less familiar with. They’re all here because they consider you to be a potentially interesting prospect. Some may be more suited to one type of accountancy practice than another, but all will have something to say - or share - that could be of value to you. Take a look and avoid letting your preconceptions limit your attention span. I’m sure you’ll have a stimulating time. Enjoy!

TEN TIPS TO ENSURE YOU HAVE A GOOD TIME 1.

Check out which lectures you consider to be a ‘must see’. Remember that it’s often a case of first-come, first-served.

Arrive 10-15 minutes early at the popular lecture theatres to maximise the prospect of getting a seat

Keep your eye on the time to avoid being side-tracked while you’re on your way to a lecture theatre

Make sure you have a pen and paper, iPad or smartphone so that you can make notes during the talks

Remember to make time to eat and drink during your visit – avoid getting dehydrated

Locate the toilets so that you can find them easily if you are in a hurry

If you pop your card in a prize draw, you can expect to receive promotional materials from the exhibitor after Accountex is over

Smile at the people you meet as you wander around Accountex. It will make you feel good - and them too!

You can take promotional pens, sweets and toys home for the family

10. Be open-minded when listening to the speakers and the exhibitors

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX

HEADLINE SPEAKERS From pioneering Hewlett Packard’s advances in Australia to creating his Accountants’ Boot Camp, find out why Paul Dunn is still blazing new trails with B1G1.

PAUL DUNN

CO-FOUNDER AND CHAIRMAN, B1G1 Paul Dunn started his career as one of the first 10 people in Hewlett Packard in Australia. Then came the founding of one of Australia’s first Computer Companies, followed by the Results Corporation a consultancy that served 23,000 SME clients. Paul then turned his attention to Professional Service firms and created the breakthrough Accountants’ Boot Camp process, enabling over 3,500 accounting firms and 17,000 accountants worldwide to work with their clients in new ways. Paul ‘lit up’ - if not shook up - the profession with both his presentation style and (at the time) radical ideas on how to create and run better firms. These ideas are regarded very much as standard practice now. Paul continues to push the envelope of what’s

Friday 14.00 - 14.45

turning on your Accounting business This could be one of the most inspiring, game-changing sessions you’ll ever experience, as Paul explores three crucial ideas that completely underpin building a spectacularly successful accountancy business.

MARK LEE Accountancy Age has suggested that Mark is, “The most networked accountant in the UK.” He’s certainly well connected on Linkedin and Twitter and through the thousands of subscribers to his weekly newsletters. Accountex visitors are invited to connect with him too – simply search online for BookMarkLee.

Too many people think accountants are boring and too many accountants reinforce this stereotype. We can’t place all the blame on that classic Monty Python sketch from 1969 - there are many other reasons why so many people think accountants are boring. And, let’s be honest, there are a fair number of boring accountants. Sadly, many don’t recognise that they are perpetuating the idea that we are all boring. This isn’t fair on them or on us.

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KEYNOTE THEATRE

Optional’ and that we all have a responsibility to evidence this.

To help accountants, Mark has written a series of ebooks and also posts regular ideas and tips on his blog for Thursday & Friday ambitious accountants at 11.00 - 11.45 www.BookMarkLee.co.uk/blog. Mark has had a Boring Is Optional is also the portfolio career title of a fun blog, his aftersince deciding to dinner talk and the keynote address he move out of public practice work in will be presenting at Accountex. 2006. He now runs two tax networks, is consultant practice editor at Accounting Web and a frequent writer and speakerfor the profession.

LEADING ACCOUNTANCY COMMENTATOR

Boring Is Optional

Paul was recently honored with a Lifetime Service Award to the Accounting Profession in the UK and as a Social Innovation (SIP) Fellow in his new home of Singapore. He clocks up 1.2 Million air miles each year… and he tells us his baggage does 2.4 Million!

Flipping the CONNECT Switch - the BIG secret to really

KEYNOTE THEATRE Thursday 12.00 - 12.45

possible and is still at the leading edge of thinking and the actual implementation of those thoughts. He now serves as Chairman of the revolutionary Buy1GIVE1 (or B1G1 as it’s better known) — a company that’s already created over 25 Million giving activities around the world by creating a new ‘platform’ to enable habitual, impactful and ‘connecting’ giving in the Accounting and SME spheres.

Thursday 16.00 - 16.45

ICAEW THEATRE

He qualified as a chartered accountant back in 1982 and went on to become a partner at Clark Whitehill and then at BDO. In 2001 he moved to WJB Chiltern where he ran the tax support operation that inspired the Tax Advice Network. Ten years ago, he also found time to be Chairman of the ICAEW Tax Faculty. Now he is Chairman of the Tax Advice Network and of the ICAEW Ethics Advisory Committee. Mark’s latest passion is to help show that the stereotypical view of accountants is misplaced and out of date. His mantra is that ‘Boring Is

ACCOUNTEX 2013

HEADLINE SPEAKERS

DOUG RICHARD

FOUNDER OF SCHOOL FOR STARTUPS

JOHN WHITING

TAX DIRECTOR, OFFICE OF TAX SIMPLIFICATION (ATT & CIOT)

This former Dragon’s Den star and Queen’s Award holder has spent the last five years helping entrepreneurs set up in business for themselves. Doug Richard is a successful entrepreneur with 20 years’ experience in the development and leadership of technology and software ventures, Doug featured in the first two TV series of Dragon’s Den. He was the founder and Vice-Chairman of the Cambridge Angels and Chairman of the Conservative Party Small Business Task Force. Between 1996 and 2000, Doug was President and CEO of Micrografx, a US publicly quoted software company. Prior to that, he also founded and subsequently sold two other companies, Visual Software and ITAL Computers. Doug holds a BA in Psychology from University of California at Berkeley and a Juris Doctor at the school of Law, University of California at Los Angeles.

In 2006, Doug was an Honorary Recipient of The Queen’s Award for Enterprise Promotion. In 2007, Doug became a fellow of the RSA. Doug has always been a champion for start-ups and small businesses. Even before founding School for Startups, he actively mentored, coached and supported many entrepreneurs. In 2008, after teaching a one-day class in entrepreneurship, Doug decided to found an enterprise dedicated to helping people start better, more profitable, businesses. Since 2008, he has taught thousands in face-to-face and online classes across the UK. His wry, candid, practical and ultimately upbeat courses in how to start a business quickly, with a minimum of outside investment and how to market and grow a business efficiently make him a sought-after speaker. As Doug says, “Entrepreneurship can be taught and must be learned.”

The latest of alternative finance

KEYNOTE THEATRE Friday 15.00 - 15.45

ACCOUNTEX 2013

Doug Richard is one of most charismatic and humorous business people in the UK today. But beyond that, he has a genuine passion for business and enterprise. In this seminar, he will share past experiences and give you priceless information on growing your business. Doug will also be discussing alternative access to finance; new types of money and new investment opportunities that exist today.

KEYNOTE THEATRE Thursday 15.00 - 15.45 It’s not every day that you get to hear an Officer of the Most Excellent Order of the British Empire explain how to simplify tax in the UK. John Whiting was appointed as the first Tax Director of the UK’s Office of Tax Simplification (OTS) in July 2010. He has combined this part-time role with that of Tax Policy Director of the Chartered Institute of Taxation (CIOT), a role he took on in 2009, following retirement from PricewaterhouseCoopers (PwC), where he had been a tax partner for 25 years. John has been a member of the first-tier Tax Tribunal and was awarded the OBE for service to the tax profession in 2008. John was appointed to the Board of HM Revenue & Customs as a non-executive director in April 2013. Leaving the CIOT, he will continue involvement with the work of the institute, reverting to his former incarnation as a volunteer. His OTS role continues.

Tax: getting simpler? The UK’s tax system is widely seen as very complex, so the Office of Tax Simplification (OTS) aims to develop recommendations to simplify it. John Whiting, Tax Director of the OTS will outline their work, how it’s being taken forward – and seek input for their current projects on Employee Benefits & Expenses and Partnerships.

JUNE 2013 ACCOUNTEX

HEADLINE SPEAKERS

ROB COLLIE DAVID OLIVER

KEYNOTE THEATRE Thursday 11.00 - 11.45

DIRECTOR OF FINANCE DELIVERY AND PERFORMANCE, BSKYB Find out how small changes can make a big difference to even the biggest company, as Director of Finance, Rob Collie, tells the story of how BSkyB set about achieving its goal of becoming the best finance team in Britain.

Rob Collie is Director of Finance Delivery and Performance at BSkyB, the UK’s leading home entertainment and communications company. He is responsible for shaping the strategy and performance of the finance function and in particular, the agenda for people development. In addition, Rob has line responsibility for finance shared services, finance systems and group procurement. He joined Sky in 2008 from Cadbury Plc, where he spent six years leading finance transformation and spent time on the corporate strategy team. Prior to that, Rob was an associate director in management consulting with PricewaterhouseCoopers and Arthur Andersen for eight years, supporting finance function improvement across Europe and the U.S. He qualified as a chartered accountant in 1995.

Getting to World-Class Finance: The Sky Story of Accumulating Marginal Gains Four years ago, BSkyB’s finance team set itself the target of being the best finance team in Britain. In this seminar, Rob explains how the UK home entertainment giant set about a programme of self-improvement. Find out how they built on many initiatives, both large and small, as Rob shares the fascinating story of lots of finance people making small changes that added up to an overall improvement bigger than the sum of its parts. Rob Collie will share the approach, results and lessons learned by BSkyB that could help your practice.

FOUNDER OF INSIGHT MARKETING With a successful 30-year track record, David has trained over 100,000 delegates and written 11 books. Here, David considers the mobile space, blogs, apps & the future. The founder of Insight, world-class trainer, speaker and author of 11 books (in 23 languages), David is a leading authority on effective, sustainable and profitable practice growth. His special understanding of the relationships between accountants and their clients means you can be certain this keynote will provide you with effective, proven knowledge. He is the driving force behind www.salesforaccountants.com and one of the senior team at www.myfirmsapp.co.uk. David has consulted with accounting firms and financial institutions for over 20 years. He was the first UK consultant to pioneer the maths of selling into large and small firms alike, and thousands of partners and managers have benefitted from this consistently reliable approach to business development. David has trained over 100,000 delegates and from that vast experience, you know you can rely on your partner away days, strategic planning, vision casting or highly focused business development training to be rooted in well tested principles. You can be confident knowing the delivery comes with a 30-year track record of success. David’s clients have ranged from owner-managed businesses through to international firms and professional bodies. Recent clients include HBOS, Haines Watts, AVN, Menzies, UK 200, Charter Group, Morison International, Probiz, Thoburn & Chapman and many others. If you have questions, comments or want to connect with David, simply visit him on LinkedIn.

Mobile, Blogs, Apps and the CIMA ACCOUNTANTS IN BUSINESS THEATRE Friday 11.00 - 11.45

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future of the profession for connected accountants In this fast-paced keynote, we will lift the lid on the very latest technological changes within the profession. You’ll hear about the challenges and opportunities these present and how innovative, proactive accountants are already responding to save time and money - and are significantly increasing efficiency.

ACCOUNTEX 2013

GUY RIGBY

HEAD OF ENTREPRENEURS, SMITH & WILLIAMSON

HEADLINE SPEAKERS

If the Financial Times regularly quotes someone, then it’s safe to say that what they have to say is worth listening to! Join Guy as he exposes the strategies used to make a small business go global.

Guy is an experienced chartered accountant and an entrepreneur. A natural and driven enthusiast, he built and sold his own accountancy firm, as well as pursuing other commercial interests. He has been a director and part-owner of a number of different companies, including businesses in the IT, property, defence, manufacturing and retail sectors. In an unusually varied career, he has been the senior partner of two accountancy firms, a finance director, sales and marketing director and an adviser and mentor to many entrepreneurial businesses and their owners.

KEYNOTE THEATRE Friday 13.00 - 13.45

Guy joined Smith & Williamson in 2008 and leads their entrepreneurial services group. His day-to-day activities include advising entrepreneurs and their businesses, while coordinating Smith & Williamson’s activities in this increasingly important market.

Guy’s book, From Vision to Exit - The Entrepreneur’s Guide to Buying and Selling a Business, has received significant critical acclaim. He often writes or provides comment for the press, has been interviewed on Bloomberg TV and on radio, and is regularly quoted in the Financial Times, The Times and The Telegraph, among other publications.

Building A Global Small Business Using extracts and examples from his book, From Vision to Exit – The Entrepreneurs’ Guide to Building and Selling a Business, author, accountant and entrepreneur Guy Rigby will expose the strategies and tactics that successful entrepreneurs use on the journey to building a world-class business. This is one seminar that no ambitious entrepreneur can afford to miss!

MARK WICKERSHAM

KEYNOTE THEATRE

MANAGING DIRECTOR, ADDED VALUE SOLUTIONS (AVN)

Thursday 14.00 - 14.45

Mark Wickersham – Chartered Accounted, public speaker and #1 best-selling author – is passionate about the accounting profession, and helping accountants to become much more profitable. As Chief Executive of AVN, Mark leads the team that developed over 1,000 tools and systems as part of the System Builder software suite for accountants, including many to help practitioners grow their fees, profits and capital value. Mark is also a widely published author on practice issues. In May 2011 his book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. He has also co-authored “Your Blueprint for a

Better Tax Practice” and “Your Blueprint for a Better Accountancy Practice,” both of which have been widely acclaimed. Mark has over 60 recommendations from accountants on LinkedIn; connect with him on there to get access to free resources Mark has created for accountants in practice - including his book, “Practical Pricing for Accountants.”

The 7 Biggest Mistakes Accountants Make With Pricing In this revealing keynote, Mark lifts the lid on the pricing secrets that will transform your accounting firm’s profits. Taking in strategy, communication and behavioural economics, this fast-paced session lays bare the three things you must master to get the prices you truly deserve.

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX

HEADLINE SPEAKERS

IAN LUCEY CEO, LUCEY TECHNOLOGIES

International entrepreneur and technology leader, Ian Lucey, has been a Microsoft Worldwide Innovation Finalist, so pin back your ears when he offers to talk to you about technology. Ian is company founder and CEO of Lucey Technology, with 14 years’ experience providing software solutions in the Irish & UK markets. In that time, he has built and sold SaaS, ERP, Accounting, Time & Billing, CRM, Collaboration & Payments systems around the world. Prior to establishing Lucey Technology, Ian was Sales Director with Relate Software. In just two years, Ian has made 14

investments in start-up companies, as well as expanding operations of his own software business, Lucey Technology, to the UK. Ian is also the founder of Mustard accounting, an Irish based practice that caters exclusively to early stage start-ups.

KEYNOTE THEATRE Thursday 17.00 - 17.45

Technology – Adapt To Survive In his insightful seminar, Ian Lucey, will give a practical account of how the industry has adapted to technology. And he’ll go on to broaden your horizons by explaining how technology will continue to advance the industry in the near future. Ian will also offer his wisdom as an enterprise sales manager and angel investor in the accounting and B2B space in a two-pronged talk that takes in tech and trade.

RON GOLDSMITH FOUNDER OF THE GOLDSMITHS GROUP Join the founder of the Goldsmiths Group as he lays bare the knowledge gained through his 25-year career to help your practice endure. Ron Goldsmith is the founder of the Goldsmiths Group which has been working on behalf of accountancy practices for the past 25 years. With extensive experience working with practices to achieve the requirements of

Succession Within The Profession This essential session will outline the options for succession for both smaller and larger practices, providing highly effective solutions for 2013 and beyond. Ronnie will share the benefit of his experience as he talks about the current picture of the profession, explains what practices will survive and give you the tools for making the next step with the full support and backing of the Goldsmiths Group. This seminar is for everyone who wants to ensure their practice survives in today’s market, so that it can prosper tomorrow.

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THE HOW TO THEATRE

partners and the Thursday practices themselves, 13.00 - 13.45 Ronnie brought the NWS Unsecured Loan Scheme to the market back in the 80s, and followed this up with a series of lending products to assist young accountants get into practice and build their own businesses. Many other services have been added over the years, particularly helping sole practitioners with their succession issues, as well as the merger and acquisition of multipartner firms. Ronnie provides lecture services for practices throughout the country, as well as local institutes. He looks forward to seeing you at the seminar.

ACCOUNTEX 2013

CHRIS JONES HEAD OF TAX LEARNING, TOLLEY Any business needs the latest information to succeed, which makes Chris Jones’ round-up of recent developments in the profession unmissable.

Chris Jones is Director of Tax at Tolley and is one of the leading tax CPD lecturers in the UK. He is renowned for his enthusiastic and engaging lecturing style and for providing practical solutions to tax problems. He is a Fellow and Council Member of the Chartered Institute of Taxation.

GORDON GILCHRIST MD, 2020 INNOVATIONS LTD

Topical Tax Issues & Opportunities

THE ATT & CIOT TAX THEATRE Thursday 13.00 - 13.45

Keep abreast of current developments in the profession as Chris presents a comprehensive roundup of the opportunities and pitfalls coming out of the 2013 Finance Bill, recent case law decisions and HMRC announcements. This seminar is essential for keeping up to date with all the latest developments that could affect you.

GARY TURNER MANAGING DIRECTOR, XERO The accountancy industry may have a staid reputation, but Gary Turner is one revolutionary that is embracing new technology in his quest to go from Xero to hero. Gary Turner is Managing Director at marketleading cloud accounting software company, Xero. He’s also one of the UK’s most engaging and passionate speakers on technology in the accounting industry. Gary has led Xero since 2009, after a 20-year career with Pegasus and Microsoft. He is a mentor to the IT Faculty at the ICAEW and started one of the UK’s first technology blogs in 2001, as well as being a regular contributor to AccountingWeb.

The Gamechangers An insightful, opinionated and illustrated walkthrough of how a handful of the UK’s smartest professionals are combining new technologies and business models to disrupt and redefine what it means to be a successful accounting practice in 2013.

ACCOUNTEX 2013

KEYNOTE THEATRE Friday 12.00 - 12.45

This is your chance to hear consultant, author and speaker, Gordon Gilchrist, as he reveals the KPIs that the most successful companies aim for – and how they achieve them.

PRACTICE GROWTH THEATRE Friday 12.00 - 12.45

Gordon is a leading consultant to accountancy firms in the areas of marketing, strategic planning, practice management and increasingly, succession issues. He trained as an accountant in the UK and later worked with Grant Thornton. Gordon is a well-recognised and accomplished speaker for annual conferences, seminars and staff training days and he’s also the joint author of the book, SME Consulting. He has accumulated some brilliant ideas that you can hear at this very popular seminar.

Benchmarking Your Firm To Success With over 1,000 firms contributing to the 2020 benchmarking survey, this fast-paced session will look at the most successful firms’ key performance indicators. Topics will include chargeable hours per person, charge out rates, WIP, fees (including new clients and new projects), identifying the top service lines, recoveries, debtors and budgets for marketing, IT and training. Most importantly, Gordon will reveal what those market-leading firms are doing to achieve their KPIs and how that can be applied to your business every day.

JUNE 2013 ACCOUNTEX

HEADLINE SPEAKERS

FRANK JOSHI

Using The Internet To

CEO, MVINE LIMITED

Get Closer To Your

New technology can be a double-edged sword that cuts away the old guard as it carves new avenues. Frank Joshi, a Senior Executive with more than two decades’ experience, examines how to ensure you are on the winning side of the internet revolution.

New Business

Frank Joshi is a successful entrepreneur and senior executive, with 23 years of experience in the technology sector. Frank was the co-founder of Martex Communications, a highly successful B2B portal that was operating in 26 vertical sectors by the time it was sold in 2000 to Tarsus Group. Frank remained at Tarsus Group as a Board Director, before going on to found Mvine with Raymond Field. Mvine was originally trialled in the B2C sector as a music-based social network, but Frank felt

Customers And Win

that the opportunity lay in the B2B market, so the team re-engineered the platform as a social business tool in 2006. Frank is also Chairman of ChangeBase Ltd and a founding director of Knowledge Peers and Music Balloon, amongst other non-executive roles. He is an angel investor, a Liveryman of the Information Technologists’ Company, and has been a regular speaker for the Department of Trade and Industry.

MARTIN BISSETT CEO, UPWARD SPIRAL

Frank Joshi will present his thoughts on how the accounting profession can improve service ‘stickiness’ and find new revenue streams through using the internet. Whilst the presence of new online accounting offerings will continue to threaten the traditional accounting business model, Frank believes other internet based technologies also provide an opportunity to get closer to customers and then open up brand new revenue opportunities. Frank’s seminar will help you ensure that you are positioned to take advantage of these exciting developments.

Not only has Martin worked with many of the UK’s top firms of accountants, but he’s also now an international consultant with a passion for helping practices to pull in new business prospects. Martin Bissett is the Managing Director of The Upward Spiral Partnership Ltd - or USP, for short - which is the UK-based consulting firm that specialises in the implementation of professional selling skills in the Accounting Profession. Previously, Martin served 10 years on the board of the UK’s leading provider of high quality new business appointments for accountancy firms. There, he held the responsibility for the client base

including six of the UK’s top 30 firms of accountants. He now consults with accounting firms in the UK, Europe and the USA. A Winner of the BIBA–Powered Person Of The Year Award, Martin assists accounting firms to live what they’ve learned and understand selling in practice, in order to become truly ‘pro-active’ firms that improve their client’s conditions and enjoy a measurable ROI, as a result.

Building The Pipeline

PRACTICE GROWTH THEATRE Friday 13.00 - 13.45

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What happens when all the conferences, seminars, webinars, networking events and exhibitions have been attended? What the firm needs now is to take all the great practice growth content it has heard and turn it into action. But how? Building the Pipeline reaches out beyond marketing theory, to firms who need to see new fees coming in the door from all sources, in the near future. In just 45 minutes, your firm will have a pipeline of prospects to contact. Simple as that.

ACCOUNTEX 2013

HEADLINE SPEAKERS KEYNOTE SPEAKERS

MARK LLOYDBOTTOM

PRACTICE MANAGEMENT CONSULTANT Take one globe-trotting career spanning 30 years, distil it through three published books and edit the highlights into one seminar that is sure to be too good to miss.

KEYNOTE THEATRE Friday 11.00 - 11.45

IAN FLETCHER

MANAGING DIRECTOR, 2020 INNOVATIONS LTD Would you like to know what clients are really looking for? This seminar shares the results from more than 10,000 accountancy clients to help you aim your business in the right direction Ian is a Chartered Accountant, having trained at the London office of a ‘big-four’ international practice. He is a well-known lecturer and business consultant with a reputation for his entertaining style and practical approach to practice management. He is the co-author of the ICAEW’s book Building the Value Added Practice and, together with Gordon Gilchrist, is co-author of the Thursday book SME Consulting. 13.00 - 13.45

Mark is a consultant to accounting firms, gaining an understanding of what it takes to succeed in managing an accounting business over 30 years. He knows the challenges firms face and creates consulting programs and seminars that deliver solutions to firms’ problems. Mark has recently completed a tour of South Africa delivering seminars on improving client service and how to bill what you are worth and collect what you bill. Mark was in practice for 14 years before founding both Practice Track and PracticeWEB, where he continues to mastermind the content. He is the author of Clients 4Life, Defining Edge and Power up Your Gross Margin and his latest book, Deeper, is due to be published in July.

KEYNOTE THEATRE Friday 16.00 - 16.45

Deeper 2013: Advanced Practice Management Strategies Can you imagine having clients who are really enthusiastic about recommending your firm? How about growing a practice that is always cash-flow positive? This is your chance to hear the highlights of an innovative approach to serving clients and managing your practice ‘lock-up’. This seminar will provide ideas and practical solutions that will provide you with the X-Factor and looks at ways that will ensure that you make the best of your talents. Deeper is the culmination of 25 years’ experience of working with firms around the world. Make sure you take advantage of this opportunity to hear the latest thinking in accounting firm management.

KEYNOTE THEATRE

What Do Clients Really Care About? 2020 have interviewed over 10,000 clients of accountants and in this session, Ian Fletcher will share exactly what the top performing firms do differently from the rest in satisfying their clients’ expectations. Find out how to keep existing clients happy, how to get them to buy more services from you - and how to win new clients. Ian will also identify the most successful revenue streams and show you how to maximise income for your practice.

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX

HEADLINE SPEAKERS

ZARIN PATEL CFO, BBC One little girl was inspired by visits with her father to the branch of Barclay’s where he was manager. She became the CFO of one of the world’s most prestigious media organisations.

Breakfast with Zarin Patel, CFO for the BBC Zarin Patel will tell us what it’s really like to manage the finances of the BBC and what it means to be an ICAEW Chartered Accountant all over a coffee and croissant while networking with your peers and the ICAEW team. We look forward to seeing you there!

May 2013 marked Zarin’s eighth year as Chief Financial Officer at the BBC – a remarkable achievement at a very public institution that can never be seen to have less than the very best at its helm. After graduating from the London School of Economics, Zarin became a Chartered Accountant, running her own team at KPMG. Zarin joined the BBC in 1998 as Group Finance Controller, became Head of Revenue Management in 2001, and CFO in 2004. Being a Chartered Accountant has, she believes, played a crucial role in her success. “The qualification gives you a robust technical grounding and teaches you to think in a deeply

Today, that appetite for variety keeps her passionate about her role at the BBC, “There are so many new challenges in media, largely because of the pace of change in the way audiences are using new digital technologies to access programmes.” The biggest buzz of all, she says, is knowing that the BBC matters to people’s lives in Britain – whether it’s covering the news about North Korea, delivering David Attenborough’s Africa series, or celebrating the 50th anniversary year of Dr Who.

EDITOR, ACCOUNTINGWEB.CO.UK

Find out what the future holds in store for us with online media pioneer and journalist, John Stokdyk. An innovative technology journalist and online media pioneer, John has been involved with web-based media since 1997. He’s fascinated by online culture and has a passion for helping people and organisations to communicate clearly and effectively. A regular speaker on technology subjects, John has written for the Financial Times, The Guardian, The Evening Standard, Financial Director, New Statesman, MacUser, PC World and many other titles. John also worked for several years as an editorial consultant for Hunt Thompson PR, providing advice, content and media training to clients to that included Silicon Graphics, Cadcentre and Roffey Park Management College. He likes country-folk and blues guitar music.

| ACCOUNTEX JUNE 2013

Thursday 10.00 - 10.45

analytical way that stays with you. And the sheer variety of work experience really builds your business acumen. The best decision of my career was to train as a Chartered Accountant.”

JOHN STOKDYK

ICAEW THEATRE

SAGE SOFTWARE THEATRE Friday 14.00 - 15.00

The future of Accountancy Who would you want to hear speak about the profession’s future? Who better than an innovative technology journalist and online media pioneer? John will share his experience and knowledge of the financial industry and predicts what we will all be talking about in 2014 and beyond.

ACCOUNTEX 2013

WORK IN TAX?

Business Compliance

Business Taxation VAT

IHT, Trusts & Estates

Personal Taxation

ATT

complements

AAT

The ATT tax qualification contributes to career progression and is respected throughout the finance and business world. As an AAT member, enhance your UK tax knowledge and experience. We provide exemptions for AAT members www.att.org.uk/exemptions or call 020 7340 0551

There To proTecT you on The fronT line TolleyÂŽ Arming you with everything you need on The front line

Tolley is the tax and accountancy business of LexisNexis and is the UKâ&#x20AC;&#x2122;s only provider of both an extensive portfolio of practical and in-depth reference material as well as ground-breaking training and learning resources for the tax and accountancy market. We have the unique market insight that allows us to provide your firm with the confidence and reliability to help you with the job at hand.

To find out how Tolley can help you, visit tolley.co.uk or email us on thefrontline@tolley.co.uk

“Now I can work with my clients in real-time, wherever they are… so I’m in.”

QuickBooks Online Accountant allows you to work together with your client seamlessly. With all your data stored online, you can work with your client minute to minute, not just month-end to month-end. And with software that updates automatically you can always be sure that, whether your clients are working from their mobile, tablet, laptop or desktop, you’re both working from identical data on identical software versions – in real-time.

DATA SECURITY THAT MATCHES THE WORLD’S LEADING BANKS. QuickBooks Online Accountant uses 128-bit encryption, so your data is completely secure – but still easy to access for you and your client.

QuickBooks® Online Accountant Make sure you’re in.

Visit us at Stand A444

Access NEW QuickBooks Online Accountant FREE at www.intuit.co.uk/accountex Or call us on 0800 014 2654 Terms, conditions, pricing, features, and service options subject to change without notice.

WORKSHOP

INSIGHT WORKSHOP 10.15 – 11.00

Making your existing website mobile - The Rise of the Smartphone Presented by Daniel Richards Mobile computing is one of the hottest topics in the profession today. Almost all of us use smartphones and tablets to browse the web, wherever we are. What this means to the profession is that firms can start reaching out to this growing audience of smartphone and mobile device users in a way that’s user-friendly. That means your practice should display

11.00 – 11.45

Growth through Giving Presented by Paul Dunn There’s a rapidly growing business movement for good. Paul Dunn has already helped business owners create over 23,000,000 giving impacts around the world. Like the accountant who, when she creates a new client, gives goats to give families in Kenya, providing sustainable incomes for life whilst expanding her business. In this workshop, you’ll

12.00 – 12.45

Presented by Daniel Richards

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own App developed in your branding, with your logo, that’s available from the Apple and Android store? In this session we explore the commercial case for a practice investing in an App, the four primary App suppliers to accountants and the costs, what to look for when choosing your supplier and how to market the app when it’s done.

Generating more referrals Presented by David Oliver Winning new clients is never easy, and we all know the very best source of new business is referrals. They’re inexpensive to get and are often far easier to sell to because they come to you, recommended by a trusted source. They are then in many ways the perfect lead, but obtaining a regular flow of referrals can actually be a difficult process for accountancy

discover why ‘connection’ is the new currency of business, why trust and authenticity are now even more powerful forces and how adding purpose to your business changes everything. Scrapping visions and missions could help you to deeply connect with your customers in new ways to everyone’s benefit.

Getting your Accountancy Firm its very own Apple and Android App

The number of accountancy firms launching their own App is booming. And for good reason! With an estimated 830 million smartphone users, a typical firm’s clients are almost all using smartphones. Getting your own App to give to clients and prospects can change the way your firm communicates and interacts forever. But how do you go about getting your very

13.00 – 13.45

your website in a mobile friendly way and provide information about your services, your firm and other critical information to this rapidly growing smartphone audience. Good news! Attend this special session and we will show you the latest device recognition technology, how mobile to make your website mobile with minimal effort and no need for additional domains.

firms. This workshop will explore proven, easy to implement ways your accountancy firm can win more referrals, including using social media to make referral generating ‘easy’, how to outsource the process and get great client feedback and why having an App can really help.

ACCOUNTEX 2013

WORKSHOP

Insight Marketing has grown over more than 25 years into a family of companies that specialise in helping businesses grow through sales and marketing. In these workshops, discover the wireless world with websites for mobiles, and getting your very own app. They also ask if there’s life left in offline marketing and how to generate more referrals.

14.00 – 14.45

Is offline marketing dead? Presented by Daniel Richards With so much focus on online marketing, apps, mobile technology and social media, is offline marketing dead? In this fast-paced session, perhaps the most experienced offline marketer for accountants will lift the lid on offline marketing. He will share with you what’s working right now, and reveal the keys

15.00 – 15.45

The importance of Mobile and how it affects accountants Presented by Daniel Richards We all enjoy convenience, efficiency and saving time. Mobile is not just an opportunity to create a mobile version of a website, it’s also a chance to give your clients and prospects a vastly improved user experience. The great news is when you attend this workshop you will discover that making your current website mobile website is simple, low cost

16.00 – 16.45

Presented by David Oliver

2013

blogs that enables them to save enormous amounts of time, replace expensive and boring newsletters, use ‘one-click’ technology to update all ‘online’ channels, become far more efficient using ‘one-source’ content and manage your website, social media, mobile web and App with ease.

The most powerful App for Accountancy Firms to give to clients and prospects Presented by MyFirmsApp Smartphone use is booming. That’s why we launched the unique Accountant’s App for accountancy firms. ICAS, ACCA, Accountancy Age and the accountancy profession all loved it! The vast majority of your clients and contacts already use a phone or tablet - and the rest will follow soon. Wouldn’t it be great if you could show them all that your firm is part of the revolution, by having your own app? It’s branded in your logo and

ACCOUNTEX

and available within days. What’s more, your current site remains as it is and it requires very little effort or input from you. So attend this session and discover for yourself what other firms have done to take their website mobile. And how a mobile solution will give you a mobile presence that allows mobile users to get the information they need - fast!

Saving Time, Becoming more efficient and communicating through Blogs

Do any accountants really have time to blog? That’s the common question we’re asked when presenting the topic of blogs. When you attend this session, we will show you how using a blog not only saves time and helps your business become more efficient, but will also help win you new clients. Attend and you will discover what other accountants are doing with

17.00 – 17.45

to a successful offline marketing plan. In 45 minutes, you can discover why offline marketing will never be dead and what’s working right now for other firms. We’ll also look at how to secure regular, high quality, face-to-face appointments and how to track success to guarantee an ROI.

THURSD AY

LY colours and packed with useful features - tools, calculators, tax rates and other great features your clients will love. Attend this session and discover the very latest in Apple and Android app technology and why this particular app is the most powerful app currently available.

JUNE 2013 ACCOUNTEX

THIS IS BIGHAND DIGITAL DICTATION THIS IS EFFICIENT WORKING Rob Hayles - Three Times Olympic Medalist

BigHand’s next-generation digital dictation workflow, speech recognition and smartphone apps streamline business process; enabling your firm to reduce costs and stay ahead of the competition. Used by over 170,000 professionals throughout 1600 organisations and 20 countries, BigHand is the digital dictation provider of choice. Every second counts, don’t get left behind.

• • • • •

• •

•

WORKSHOP

CPAA WORKSHOP The Certified Public Accountants Association is a professional accountancy body whose members are engaged primarily in public practice. Our mission is to help, support, train and regulate accountants in public practice and to provide services to those engaged in industry and commerce. We are pleased to support Accountex for the second year and as a visitor, you are invited to our stand where you can view our latest education portal and participate in our exclusive workshop presentations. We have a varied program of events of direct interest to all accountants and financial managers. We will soon be unveiling our new web site and our CPD online facility and we have several new and exciting projects under way which will be of direct benefit to our members.

Auto-enrolment The Government has brought pensions to the forefront recently with the introduction of auto-enrolment. With the Pensions Regulator estimating that 16.15 million workers will be enrolled in 2013, companies need to plan now with the help of their accountant to mitigate the costs and minimise disruption to their businesses. This session from leading employee benefits business Kudos, which is part of the Mattioli Woods group, will provide detailed information and critical path examples for companies approaching auto-enrolment staging dates.

Treasury Management for Employment and Health & Safety law - what your clients should know and how you can help This workshop will add value to your services by giving you a better understanding of the challenges your clients face in dealing with day-to-day staff issues against the backdrop of constantly changing employment and health and safety laws. See how modern ‘cloud’ and ‘mobile app’ technology can help your clients manage their staff more effectively. Discover how you can help your clients by co-hosting your own free three hour seminar with Peninsula, as well as offering them free initial advice on any immediate employment or health & safety problems they may have.

Tax & Practice Management for the SME Practitioner BTC Software is an independent specialist business developing year-end compliance solutions for SME practitioners and corporate markets. This workshop explains who BTC Software are, where we’ve come from and why support is key. The talk will also detail success stories, as well as user-fuelled development and the future.

How to grow your practice inside out Rather than doing more of the same traditional marketing, discover how your practice can adopt an alternative approach that is faster, more cost-effective and frees the time you currently spend on ‘sales’. Attending this seminar will give you examples of proven strategies and a demonstration of a unique cloud-based tool that the CPAA has developed to support this radical marketing approach.

Small Practitioner Challenges In this captivating workshop by AccountingWEB editors Robert Lovell and Rachael Power, you will hear them set out the challenges faced by today’s small practitioner, and look at how AccountingWEB members have adapted to face the modern environment. They will draw on both practical insight and some of the more outlandish solutions that today’s accountants explore on AccountingWEB.

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International Business This workshop will look at the importance of international trade to UK businesses, the risks and pitfalls to trading internationally, as well as international finance, how to access it and international credit insurance. It will also ask how you can minimise losses from foreign exchange rates and find out what financial instruments are available for businesses to use, all illustrated by client case studies.

Tax Agent Strategy HM Revenue & Customs (HMRC) has a UK-wide team of Agent Account Managers (AAMs) to help tax agents and advisers deal with the department more effectively. The presentation will explain what AAMs do, what services they provide, and how to contact them. The Tax Agent Strategy sets the direction for the future HMRC and agent relationship. The Agent Strategy Programme has been set up to take this forward. The presentation will include an overview on the key strands of work.

Pensions in 2013 This workshop, from leading pension and wealth management business Mattioli Woods plc, is designed to provide both practical information and solutions to pension and wealth management dilemmas, which may occur during planning with clients to get the most out of their retirement assets. Creating and managing an ongoing pension and wealth management strategy, which considers contributions, benefits, allowances and investments amongst other things, is vital. The workshop will also provide an update on the changes in pension legislation and how they will affect your clients.

Challenges faced by today’s small practitioner Our special guests, AccountingWEB, will be hosting a 30-45 minute discussion on the challenges facing the small practitioner. This interactive session will draw on the experiences and anecdotes of our community members. Vital questions will be answered in this exciting environment. Please ensure that you register early for what is sure to be a rewarding and informative event.

ACCOUNTEX 2013

WORKSHOP

TIMETABLE 10.00 - 10.45

THURSDAY

Amanda Chadwick, Employment Law and Health & Safety Presenter, Peninsula Business Services Ltd

Employment and Health & Safety law - what your clients should know and how you can help

11.00 – 11.45

Doug Ryan, Senior Consultant, Mattioli-Woods

Pensions in 2013

12.00 – 12.45

V. Anantharanjan, C. Barnett, S. Worthington, HMRC

Tax Agent Strategy

13.00 – 13.45

Ben Mulroney, Smart Currency Business

Treasury Management for International Business

14.00 – 14.45

Andrew Ross, Senior Consultant, BTC Software

Tax & Practice Management for the SME Practitioner

15.00 – 15.45

Paul Rai, Senior Consultant, Mattioli-Woods

Auto-enrolment

16.00 – 16.45

Robert Lovell and Rachael Power, Editors, Accounting Web

Challenges faced by today’s small practitioner

17.00 – 17.45

Daniel French, Senior Consultant CPAA and Clive Hyman (FCA)

How to grow your practice inside out

tex.co.uk

www.accoun

10.00 - 10.45

Amanda Chadwick, Employment Law and Health & Safety Presenter, Peninsula Business Services Ltd

FRIDAY

To book your place at the workshops visit

Employment and Health & Safety law - what your clients should know and how you can help

11.00 – 11.45

Doug Ryan, Senior Consultant, Mattioli-Woods

Pensions in 2013

12.00 – 12.45

V. Anantharanjan, C. Barnett, S. Worthington, HMRC

Tax Agent Strategy

13.00 – 13.45

Ben Mulroney, Smart Currency Business

Treasury Management for International Business

14.00 – 14.45

Andrew Ross, Senior Consultant, BTC Software

Tax & Practice Management for the SME Practitioner

15.00 – 15.45

Paul Rai, Senior Consultant, Mattioli-Woods

Auto-enrolment

16.00 – 16.45

Robert Lovell and Rachael Power, Editors, Accounting Web

Challenges faced by today’s small practitioner

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX

It takes an airfare expert to save you money on travel

Managing your company’s airfare spend can be something of a minefield. Should I book in advance or last-minute? What class of fare should I book? Should I book a flexible or restricted fare? What’s the most time-efficient routing?

•

Aifare Expertise

•

Dedicated personal account manager

•

Deliverable savings

Get any of these wrong and you can be seriously out of pocket. Not to mention the time it takes.

•

Access to the widest range of best priced product through global negotiating strength and superior supplier relationships.

Bring the Corporate Traveller team on board and you’ll have access to a team of airfare specialists who’ll work through this minefield for you.

•

Total travel solution - including air, hotels, car hire, transfers, passport and visa requirements

Not only that, you’ll have access to a global network giving you more fare options. Published fares. Net fares. Industry fares. Wholesale fares. You name it, we have it. And best of all, our expertise means that we can pick the fare that best suits you to make sure you get the very best rate every time.

The benefits don’t stop there. Visit us at either stand to discover how we can save you time and money.

Call 0800 856 0813 corptraveller.co.uk

05062

Bring an expert on board and reap the rewards

•

24 hour Emergency Assist

Stand 718 29

Stand OM310

THE

BUSINESS SHOW

Office Management

Exhibition and Conference

caba.org.uk

Whatever your needs. Whenever you need us CABA provides free, independent support for ICAEW chartered accountants and their families. We offer practical, emotional and financial support to enable individuals to look after their own wellbeing. We can help with: l Career coaching l Financial assistance l CABA courses l Physical & mental health support l Benefits assistance l Carer support l Debt advice To find out more about CABA visit stand A108.

“For us, CABA was a calm, rational voice at the end of a phone when everything felt crazy. They’ve been there for my wife and I.”

A Company Limited by Guarantee, registered in England and Wales, No.5970606, Charity No. 1116973

Visit stand A108 for your

FREE

mini massage

The Business Show has always tried to support UK start-ups and small-medium enterprises with everything needed to start and grow a business – from access to the latest tech products, to innovative ideas for revolutionising sales – all completely free and under one roof.

What makes this event different?

and want to know how to make money from it, or you’re an SME who wants to take the next step up. And everything is completely free, from the entry ticket to the workshops, the seminars to the networking. In short, there’s no event quite like it. If you’re in business, you need to be there.

What’s on at June’s Business Show?

Thousands of business people to network with; hundreds more pioneering exhibitors; the country’s most respected business speakers; relentlessly evolving show features; and so much more – The Business Show is always getting better, ensuring no two shows are ever the same, and each new show offers more than the last.

The Business Show organisers are an innovative bunch, constantly thinking up new ways to help your idea get off the ground and ensure your business reaches its full potential. So, whether it’s an interactive workshop on a time-saving piece of software, or some top advice on reenergising your marketing materials – you can rest assured it will all be at June’s Business Show.

Now incorporating the Business Startup Show, The Business Show is for everyone, from starting out to actively growing – whether you have a brilliant idea

One of the show features is FaceTime; a networking opportunity designed to connect businesspeople quickly and easily, facilitating discussion on

FREE TICKETS TO THE BUSINESS SHOW If you’re starting or growing a business, The Business Show is the must-attend event. The Show will be held at ExCeL London, 6-7 June. Tickets are completely free and available at www.thebusinessshow.co.uk

| ACCOUNTEX JUNE 2013

BUSINESS SHOW2013

THE

THE BUSINESS SHOW

6 - 7 JUNE 2013 ExCeL LONDON There’s another show happening right next door to Accountex – and you can get in for free. As well as offering a wealth of seminars, workshops and exhibitors, The Business Show is a prime opportunity for networking and lead generation for the sales professional.

the most pertinent topics within the most relevant industries, all face-to-face. There are eight round tables in the FaceTime area, each relating to a business topic such as marketing or raising finance, with each table chaired by an expert. Tables will be made up of business people like you, all eager to quiz the experts, find out how others are working and improve their business. To book your place at FaceTime, and any of the other features for that matter, simply visit www.thebusinessshow. co.uk - all features fill up very quickly, so book early to ensure you get a session. As well as FaceTime, the event plays host to several other networking events including the immensely popular Speed Networking, where you’ll make dozens of connections in just minutes. But if you’re more interested in walking away from the show with investment, rather than business cards, you can. Midas Touch and Angels Den are back again for June, providing visitors with a platform to pitch to a panel of multimillionaires for real capital investment. This June will also see brand new educational workshops, adding to an already impressive collection run by the likes of Sage and Intellectual Property Office. These workshops have been designed to ensure you leave the show with the very best information helping you make the right decisions in the crucial stages of your business.

And, of course, The Business Show will present an all-star speaker line-up, featuring Dragons’ Den’s James Caan and 249 other engaging speakers, all delivering advice on everything from branding to budgeting, CRM to SEO.

So if you aspire to be the next dragon, make sure you see James Caan’s seminar in the Keynote Hall; if you have designs on boosting your online presence, go to an internet marketing workshop delivered by the experts; if you want to find out about the latest technologies and business tools available, talk to a specialist exhibitor. The Business Show really does offer everything you could possibly need to start or grow your business. Over the last 12 years, the event has become a hotbed of entrepreneurial activity, and in that time it has welcomed more people through its doors than any other business show in the UK. Today, the event is more ambitious than ever, determined to help drive your business onwards and upwards, whatever your industry or bright idea. Why not look in next door while you’re at Accountex and see what The Business Show has to offer?

ACCOUNTEX 2013

Thousands of business people to network with

350 EXHIBITORS All handpicked and relevant to visitors, The Business Show exhibitors boast the latest tools and technologies to help businesses get off the ground and growing.

Hundreds of pioneering exhibitors

250 FREE SEMINARS That’s not a typo. There really are 250 seminars over two days at The Business Show, offering an unparalleled schedule covering the most pertinent of topics – from social media marketing to employment law.

COUNTLESS OPPORTUNITIES With several networking features, chances to pitch for investment, dozens of interactive workshops and lots more – the scale of the event is staggering.

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX

Visit our stand and discover how our Innovative Solutions can benefit your practice!

Our Innovative Solutions include: • Tax Investigations Insurance • Capital Allowances Surveying • R & D Claims/Patent Box • Land Remediation Claims Service • Tax & VAT Consultancy • IR35 & Accountax Status Services • Professional Indemnity Insurance • Tax Indemnity Insurance • Commercial Rates Mitigation

Get your free Guide worth £149+VAT! Visit us at stand A336 for your free guide to maximising Capital Allowances and our special report detailing the latest HMRC Tax Investigation trends.

Partner to the UK’s Accountancy Profession

Official feedback partner of Accountex 2013 Let SurveyMe help you collect and transform unlimited real-time client feedback into vital management information for your business. In 4 easy steps SurveyMe will: • Increase your proﬁtability • Reduce time spent collecting and analysing feedback information • Help secure your business for the future

Try for FREE or purchase a PRO Account

Design your own survey or use our templates

Choose how respondents access your survey: survey codes, QR codes, URLs or mobile GPS

Use our powerful analytical tools to create professional charts, or download the raw data

Scan to download the free SurveyMe App. Or visit our stand at Accountex.

www.survey-me.co Telephone 0843 5066121 @Survey__Me (please note double underscore)

KEYNOTE THEATRE THURSDAY 11.00 - 11.45

15.00 - 15.45

Mobile, Blogs, Apps and the future of the profession for connected accountants

Tax: getting simpler?

David Oliver Insight Marketing

In this fast paced keynote we will lift the lid on the very latest technological changes within the profession. You’ll hear about the challenges and opportunities these present and how innovative, proactive accountants are already responding to save time and money - and are significantly increasing efficiency.You will also discover how mobile technology and Apps are changing the way firms interact with clients and prospects. And how connected accountants can deliver increased responsiveness.

John Whiting ATT / CIOT

The UK’s tax system is widely seen as very complex. The remit of the Office of Tax Simplification (OTS) is to develop recommendations to simplify the system. John Whiting, Tax Director of the OTS will outline the work to date of the OTS and how it is being taken forward – and seek input for the OTS’s current projects on Employee Benefits & Expenses and Partnerships.

12.00 - 12.45

16.00 - 16.45

Flipping the CONNECT Switch — the BIG secret to really turning on your Accounting business

Boring is Optional: How to overcome the stereotype and be more successful in practice, online and in life

One of the most inspiring, game-changing sessions you’ll ever experience as Paul explores 3 crucial ideas that completely underpin building a spectacularly successful accountancy business.

Too many people think accountants are boring. The key to changing perceptions is to find ways to evidence your credibility whilst at the same time being good company, being an interesting person and being evidently unlike all the other boring accountants. Whether you want to enhance your career prospects or build your practice, you will want to hear this talk.

13.00 - 13.45

17.00 - 17.45

What Do Clients Really Care About?

Adapting with technology

2020 have interviewed over 10,000 clients of accountants and in this session Ian Fletcher will outline exactly what the top performing firms do differently from the rest in satisfying their clients’ expectations. Specifically he will discuss how to keep existing clients happy, how to get them to buy more services from you and how to win new clients. Ian will also identify the most successful revenue streams and show delegates how to maximise income.

Ian has headed sales teams for various providers in the space and has dealt with nearly all practices across the UK and Ireland. Ian will talk about his experiences as an enterprise sales manager and angel investor in the accounting and B2B space. Ian is the founder of Mustard accounting, an Irish based practice that caters exclusively to early stage startups and will give a practical account of his opinions and how the industry has adapted to technology and how it will advance in the near future.

Paul Dunn B1G1

Ian Fletcher 2020 Innovations Ltd

Mark Lee BookMarkLee.co.uk

Ian Lucey Lucey Technologies

14.00 - 14.45

Mark Wickersham AVN

The 7 biggest mistakes accountants unwittingly make with their pricing Effective pricing has nothing to do with costs. It has everything to do with strategy, communication skills and behavioural economics. In this fast-paced session I’ll reveal: The 3 things you must master to get the prices you truly deserve; The NUMBER ONE thing that is preventing firms earning at least £100,000 per partner; The 5 communication secrets which research proves will result in clients willingly paying you 347.9% more, and why fixed pricing is not the solution.

| ACCOUNTEX JUNE 2013

ACCOUNTEX 2013

KEYNOTE THEATRE FRIDAY 11.00 - 11.45

14.00 - 14.45

Using the Internet to get Closer to your Customers and Win New Business

Flipping the CONNECT Switch — the BIG secret to really turning on your Accounting business

Frank Joshi mvine.com

Frank Joshi presents his thoughts on how the accounting profession can improve service ‘stickiness’ and find new revenue streams through using the Internet. Whilst the presence of new online accounting offerings will continue to threaten the traditional accounting business model, Frank believes other internet based technologies also provide an opportunity to get closer to customers and then open up brand new revenue opportunities.

12.00 - 12.45 Gary Turner Xero

Paul Dunn B1G1

One of the most inspiring, game-changing sessions you’ll ever experience as Paul explores 3 crucial ideas that completely underpin building a spectacularly successful accountancy business.

15.00 - 15.45

Doug Richard School for Startups

The Game Changers

The latest of alternative finance

An insightful, opinionated and illustrated walkthrough of how a handful the UK’s smartest professionals are combining new technologies and business models to disrupt and redefine what it means to be a successful accounting practice in 2013.

Doug Richard is one of most charismatic and humorous business people in the UK today. But beyond that he has a genuine passion for business and enterprise. In this seminar he will share past experiences and give you priceless information on growing your business. Doug will also be discussing alternative access to finance; new types of money and new investment opportunities that exist today.

13.00 - 13.45

16.00 - 16.45

Building a global small business

Deeper 2013: Advanced Practice Management Strategies

Guy Rigby Smith & Williamson

Using extracts and examples from his book, ‘From Vision to Exit – The Entrepreneurs’ Guide to Building and Selling a Business’, Guy Rigby will outline his thoughts on the strategies and tactics entrepreneurs use on the journey to building a world class business.

Mark Lloydbottom Mark Lloydbottom Consulting

Deeper 2013 will provides the highlights of an innovative approach to serving clients and managing your practice ‘lock up’. Imagine having clients who are really enthusiastic about recommending your firm and growing a practice that is always cash flow positive. This seminar will provide ideas and solutions that will provide you with the X-Factor and looks at ways that will ensure that you make the best of your talents.

Notes

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX |

THE ATT & CIOT TAX THEATRE THURSDAY 11.00 - 11.45

15.00 - 15.45

A in career in tax, why would I want to do that?

Tax Profession in the next few decades

Heather Miller Tax Advisory Partnership

If you think tax is the profession of the male, grey-haired, socially awkward amongst us, think again. Heather banishes some of the preconceptions surrounding a career in tax and explains why it’s what all the cool kids are doing these days.

Peter Fanning Chartered Institute of Taxation

Peter joined The Chartered Institute of Taxation (CIOT) in 2008 as its first Chief Executive following four years with the HM Treasury Group where he led the transformation of the Office of Government Commerce (an independent office of HM Treasury) firstly as Deputy Chief Executive/Director General and later as Acting Chief Executive/2nd permanent secretary. Join Peter in this discussion of the forces molding the tax profession in the last decade – HMRC, technology, public finances

12.00 - 12.45

16.00 - 16.45

A Professional Approach to Understanding Capital Allowances

Operating PAYE in real time: Developments since RTI ‘go-live’ in April 2013

A clear and precise approach to capital allowances surrounding plant and machinery within commercial properties. We will rationalise the misunderstanding around capital allowances and constantly changing legislation that make the field appear complicated and affirm how capital allowances can no longer be overlooked. By the end of the seminar professionals will feel educated and confident in order to correctly advise their clients on this niche area of accountancy.

RTI is the biggest change to PAYE for over 60 years. What has happened since it began in April? Phil brings you up-to-date with all the latest developments affecting you and your clients.

13.00 - 13.45

17.00 - 17.45

Topical Tax Issues & Opportunities

‘Information is Power’: The Taxman’s data-led approach to tackling non-compliance

Mark Tighe CA TAX

Chris Jones Lexis Nexis

Chris will present a roundup of the opportunities and pitfalls coming out of the 2013 Finance Bill, recent case law decisions and HMRC announcements.

Phil Nilson HM Revenue & Customs

Gary Rowson & Mark Taylor OneE Tax Disputes & Investigations

HMRC is better informed than ever before. Learn how information is increasingly being used to target taxpayers for investigation.

14.00 - 14.45

Gill Yates VAT-Penalties.co.uk

All VAT Inspectors are Aliens and Other Horror Stories Do you think that VAT stands for “Very Awful Tax. When a firm doesn’t have a VAT specialist, it’s often the case that the person lumbered with having to deal with the VAT queries is nervous about their ability to provide high quality advice. In this entertaining talk, Gill Yates will use case studies to identify some common hazards encountered by accountants in advising their clients on VAT matters.

| ACCOUNTEX JUNE 2013

ACCOUNTEX 2013

THE ATT & CIOT TAX THEATRE FRIDAY 11.00 - 11.45

14.00 - 14.45

Use it or Lose it - A guide to Capital Allowance Property Claims

Topical Tax Issues & Opportunities

Stephen Hughes TAX Adjusters

Ben Saunders & Louise Cracknell Tolley, LexisNexis

A simple and straightforward guide to Capital Allowances in respect to Commercial Property claims specifically covering Fixtures often hidden in the fabric of the building. We will cover the various misconceptions we encounter and the basic mechanics of making a Capital Allowance claim with particular emphasis on Retrospective claims.

Taxation is particularly burdensome on small businesses, impacting in terms of cash and administration. Getting the correct balance between tax efficiency and tax simplicity is vital for many businesses but most tax savings come with an administrative increase so educating your clients on how to run the fundamentals of their business is more important than ever. Ben and Louise will discuss the current tax landscape for SMEs.

12.00 - 12.45

15.00 - 15.45

Michael Steed Kaplan Financial Training

Steve Checkley & Alex John Tax Calc

Benefits of Professional Bodies

Practice Efficiency with Tax Calc

Most industries have a professional body or two, normally an association or institute, which people with the appropriate background or experience can join. What can a person gain by joining such a body? Is it worth the money? What are the potential benefits that membership can offer?

How can a practice best use the tools it has available to guarantee it is meeting its clientsâ&#x20AC;&#x2122; needs while maintaining a healthy profit? This session will discuss the use of TaxCalc Accounts Production, Tax Return Production and Practice Management to run your practice like clockwork.

13.00 - 13.45

16.00 - 16.45

David Marples Abbey Tax Protection

The Essential Update from Abbey Tax David Marples, will provide an in depth look at current HMRC enquiry activity throughout the UK, including the latest Task Forces, an analysis of the success of recent Campaigns and how Inspectors are handling the new compliance regime and implementing penalties.David is a seasoned presenter and this entertaining and informative talk, with real life examples, will give you all the tactical information and ammunition you need to handle enquiries and protect your clients.

Simon Groom & Chris Jones ATT / CIOT

Association of Taxation Technicians (ATT) / Chartered Institute of Taxation (CIOT) Simon Groom has a wide range of experience within the industry and has been involved in training for the past 24 years and is now Director of Tax Training and Professional Development at Tolley, part of LexisNexis. Chris Jones, Director of Tax at LexisNexis, will also be joining Simon to discuss 2013â&#x20AC;&#x2122;s topical tax issues and the opportunities available.

ABOUT OUR SPONSOR We are delighted to be sponsoring the ATT & CIOT Tax Theatre at Accountex and promote taxation to the accounting and finance directors attending the exhibition and conference. You will find a variety of interesting and qualified speakers on topics which will be useful to all practitioners. The Association of Taxation Technicians (ATT) is the leading educational body in the field of compliance tax law and practice. The Chartered Institute of Taxation (CIOT) is the leading Institute for taxation professionals in the United Kingdom, through the pursuit of excellence and integrity. Our mission is the advancement of public education in taxation.

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX |

TECHNOLOGY THEATRE THURSDAY 11.00 - 11.45

15.00 - 15.45

SMART Connected Client Collaberation

Cloud Accounting to iXBRL Accounts Filing

Wendy Rowe & Kevin McLoughlin CCH - Wolters Kluwer

Wolters Kluwer will demonstrate how online technologies can deliver smart collaboration to form an environment in which you can operate efficiently and proactively to support your client’s needs while creating growth for both your practice and your clients.

Ray Rogers Surfaccounts Limited

Surfaccounts is an easy and fast to use online accounts package aimed at contractors and the SME market. Our presentation will show how easy it is for your clients to process their data through Surfaccounts directly to our iXBRL accounts production package reducing the time and effort required for your staff in moving data around. Seamless integration of cloud accounting to accounts production and iXBRL.

12.00 - 12.45

16.00 - 16.45

The Paperless Office – 5 years on

The new era of accounting

The main focus of this seminar will be on DocuSoft software, which is designed in such a way that it complements existing systems and will add significant value to the secure document handling and retrieval capabilities that these systems do not currently provide. With a variety of configuration and integration options, interfaces can be easily created with external general purpose programs and software systems.

Following on from last year’s presentation on the opportunities created for the accounting industry in the cloud, we look at some of the applications that are now making full use of the technology. We’ll also be discussing the future of audit software now that the cloud is becoming a more familiar space to work in, and how this will create a totally new way of working with files on the move. And what of ‘Big Data’ and the way it’s going to change the way a firm manages its client portfolio?

13.00 - 13.45

17.00 - 17.45

How hosted desktop Is revolutionising the professional office.

‘Bridging the gap between clients and accountants: Strength through cloud collaboration

Kevin Salter Docusoft

Jonathan Oldknow Hosted Desktop

This seminar will provide an overview of virtual hosted desktops and their application within the accountancy sector. Jonathan’s aim of the seminar is to help you understand what a hosted desktop is, appreciate the benefits and issues associated with this solution, and enable you to evaluate its suitability for your business.

Simon Warren CaseWare UK Ltd

Kevin McCallum & Matt Perkins Freeagent

In a traditional practice environment accountants are often disconnected from their clients. Advice has to be based on historic, not current, data, and staff are frustrated when the same mistakes occur every year. There is a better way to work with your clients. Join Kevin in this seminar to find out useful advice, and nip errors in the bud quickly.

14.00 - 14.45 Janette Munday Banklink

Can ‘insourcing’ be the new marketing edge? Whilst demands for more service may exist, accountants commonly resist taking on the lower value work because they simply can’t. This seminar looks at the problems associated with ‘outsourcing’ work to clients and explains how technology can be used to bring this work back under your control in a way that is both profitable and allows you to deliver a better service to your clients.

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ACCOUNTEX 2013

TECHNOLOGY THEATRE FRIDAY 11.00 - 11.45

14.00 - 14.45

Tikit & BT – An Irresistible Force?

Streamlining and Securing Client Communication

Simon Elven Tikit

BT’s recent acquisition of Tikit, one of the largest independent suppliers of technology solutions and services to legal and accountancy firms, both in the UK and worldwide, is set to transform the professional services industry. Simon Elven, Programme Director, Tikit, will outline both Tikit’s strategy and capability following the acquisition and how accountancy firms can leverage the available services to increase efficiency whilst meeting business goals.

12.00 - 12.45 Brendan Woods OCREX

Using technology to improve profitability with Incomplete Records Clients / Paper Based Clients Ideally bank reconciliations should be regularly completed for all bank account statements, to verify a clients cash records. Many accounting practices have failed to improve their time and cost savings. This can be a major factor in improving profitability when dealing with Incomplete Records Clients. In this seminar, Brendan will be outlining significant savings can be made through the use of software packages designed to reduce these problem areas.

13.00 - 13.45 Max Thomas Thomson Reuters

Journey to the Web: Evolution not Revolution Moving to the web has huge potential benefits but also worrying challenges. Don’t put years of investment into your current solutions at risk by choosing the wrong web strategy. By the end of the seminar you will have a better overview of the options for cloud and how by taking the journey one step at a time you will be better placed to take advantage of the new technology.

Alison Jackson LindenHouse

Firms are still not encrypting financial statements, tax returns or other financial information when they communicate with their clients by email according to a recent survey by the ICAEW. It is essential that practices take steps to protect personal data. This webinar will help practices understand the current and future legal framework for client confidentiality in relation to electronic communication and look at the options available for securing digital information.

15.00 - 15.45 Julian Buck Kashflow

Preparing for the next generation of accountancy Every day, more and more accountants and bookkeepers are realising that cloud software is rapidly becoming the software solution of choice for small business owners. In this presentation, we will talk about the ways in which small business owners are changing, how that affects their relationships with accountants and how you can prepare your practice for a new breed of business owner!

16.00 - 16.45 Martin Lass AccountApps

The latest trends in the software market for accounting practices – how you can benefit. This seminar analyses current trends in the software market for U.K. accounting and advisory businesses, and explains where the presenters think the industry is heading. It gives helpful, practical advice as to how you can get the best from your firm’s investment in information technology and new opportunities for using technology to further improve your firm’s profitability.

Notes

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX |

PRACTICE GROWTH THEATRE THURSDAY 11.00 - 11.45

15.00 - 15.45

How to Improve Profitability with Incomplete Record Clients

Improving client collaboration through the cloud

Accountants can spend hours or even days entering transactions from dozens of bank statement pages into an accounting package. Not only is this very time consuming and costly but is also prone to data entry errors that in turn, consumes considerable extra time to identify and correct. Brendan will be discussing modern and innovative software tools that now exist, that can automate data entry tasks and automatic correction.

Working more closely and efficiently with your clients gives you a greater understanding of their business and the opportunity to deliver increased services and value, in turn helping to grow your practice. Cloud solutions offer a great opportunity to build better collaboration with your clients. Find out how blending cloud applications with your on premise software can give you competitive advantage and greater efficiency in your practice.

12.00 - 12.45

16.00 - 16.45

The Technological Accountant

How to Make Financial Services work for your Practice

Gareth Charles IRIS Software Group

Brendan Woods OCREX

David Anderson Anderson Accountancy

Fran Dunne Positive Solutions

David Anderson will be discussing how Accountancy can utilise technology to improve service to clients, reduce carbon footprint, save money and increase client base.

13.00 - 13.45 Chris Arnold Practice Web

UPD ATE

Good working relationships are the key to a successful business, but making that initial contact and building up a solid partnership can seem like hard work. It can take time, but the rewards for you and your clients can be high. How do you avoid common mistakes and ensure you protect your brand and reputation? This seminar will give you the foundations to build and maintain professional connections and show you how to maximise the opportunities.

17.00 - 17.45

Simon Chaplin Pull Your Socks Up Simon Limited

The secrets of online marketing success for accountancy firms

How to get your team to work brilliantly even when you’re not there

PracticeWEB’s ground breaking 2013 Accountancy Profession Online Engagement Benchmarking Report, took an in depth look at the professions usage and attitude to online client engagement. Now Co-author of the report, Chris Arnold, will share with firms at Accountex some of the key headlines from the report such as, what the key ingredients firms need to be successful are, and what else makes for successful marketing.Chris will also look at what the most successful firms do, and what they are spending as well as what’s hot and not in terms of social media and SEM channels and content delivery.

Still trying to come up with a bonus scheme that works? Or some other way to motivate your people? Then spend 45 minutes with Pull Your Socks Up Simon and discover how he gets his GreenStones (his accountancy practice) team to carry on working brilliantly even when he’s not there. In this powerful workshop Simon will blow the bonus myth out of the water, you’ll discover the three things every team member really wants and learn the three must measure numbers for everyone – and that includes you!

14.00 - 14.45 Max Thomas Thomson Reuters

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ACCOUNTEX 2013

PRACTICE GROWTH THEATRE FRIDAY 11.00 - 11.45

14.00 - 14.45

Embracing mergers and acquisitions: helping your clients realise the value of their life’s work

Outsourcing is here to stay - learn how to make it work

David Oliver MCIM BCMS Corporate

Sunil Goel SandMartin

At some point every business owner asks ‘how much is my business worth?’ and it’s highly likely that accountants today, will be tasked with both valuing and then selling the business in question. This session will explain the key challenges Accountants face when assisting clients with the sale of their businesses. It will also delineate a proven program for ensuring your clients achieve maximum value.

Every year, more accounting firms take outsourcing help to minimize operating cost, maximize efficiency and increase profits. Get to know how you can also reap the benefits of outsourcing with insight to help you manage the outsourcing relationship in a better and more profitable way. Also, get your concerns and dilemmas addressed by the outsourcing veteran and find ways to lead the road to business success.

12.00 - 12.45

15.00 - 15.45

Gordon Gilchrist 2020 Innovations Ltd

Benchmarking your Firm to Success

Richard Messik RFM Associates

The Cloud – no longer new technology but now essential technology

With over 1,000 firms contributing to the 2020 benchmarking survey, this fast paced session will look at what the most successful firms’ key performance indicators are and, most importantly, what are they doing to achieve these. There are several but the most critical include chargeable hours per person, charge out rates, WIP, fees (including new clients and new projects), identifying the top service lines, recoveries, debtors and budgets for marketing, IT and training.

Cloud computing is no longer new technology but it is becoming more essential in driving business processes and interacting with clients. Forward thinking accountants are working successfully with the Cloud to interact with their clients in real time and with live data. There are still many myths concerning the Cloud, but they’re just myths. Accountants not using the Cloud will lose out.

13.00 - 13.45

16.00 - 16.45

Martin Bissett USP

Building the pipeline What happens when all the conferences, seminars, webinars, networking events and exhibitions have been attended and what the firm needs now, is to take all the great practice growth content it has heard and turn it into action? ‘Building the Pipeline’ reaches out beyond marketing theory to firms who need to see new fees coming in the door from all sources, in the near future. In 45 mins, your firm will have a pipeline of prospects to contact. Simple as that.

Geoff Newman Recruitment Genius Ltd

Recruit the best staff whilst cutting recruitment costs Understand the key principles that enabled a FTSE 100 company to recruit a finance director for £199 or even less. Learn where to find the right accountants, what will attract them to your organisation and how to recruit cost effectively.

Notes

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX |

THE HOW TO THEATRE THURSDAY 11.00 - 11.45

15.00 - 15.45

The fundamentals of property investing

How to service your expatriate clients

We will examine how the property market is currently performing for investors, learn which methods give secure income & asset protection and how to avoid the 7 major mistakes made by many investors

With more and more people moving abroad to work or retire the move can be a daunting prospect for your clients. Jon reveals in his presentation how to service these clients from a practical advice standpoint and ensure the favorable tax treatment of pension and investment income. Answers those difficult questions: Should your client take out kidnap/ransom insurance? Should your client pay a ‘Rasuah’ (bribe)? Can your client receive his UK pension gross?

12.00 - 12.45

16.00 - 16.45

Companies house penalties for late filing

Avoiding Bad Property Investments, expert advice for you and your clients

Nick Carlile Platinum Portfolio Builder

John Abbotts Ltd Online

John will speak you through the various ways and means of making sure you do not become an offender. With advise tips and methods to avoid late penalties this is a seminar session well worth attending.

Jon Golding ATT TEP PI Ltd

Steve Bolton Platinum Property Partners

Are you working with clients who have an ever-increasing level of sophistication and who want secure investments offering good returns? Are you concerned about maintaining your fee structure whilst looking for new products to suggest to existing clients and to attract new ones? Steve Bolton will explain PPP’s investment opportunity that could help to counter the unique pressures the profession is facing.

13.00 - 13.45

17.00 - 17.45

Succession Within The Profession

Tax planning and investment opportunities with SIPPs and SSASs

Ron Goldsmith Goldsmiths Group

This session will outline the options for succession for both the smaller and larger practice providing highly effective solutions for 2013. Here we will talk about the current picture of the profession, explain what practices will survive and give you the tools for making the next step with the full support and backing of the Goldsmiths Group.

Martin Tilley Dentons Pension Management Limited

Legislation and Investment Regulations mean that both Self Invested Personal Pensions (SIPPs) and Small Self Administered Schemes (SSASs) can be used creatively to obtain maximum benefit from tax relieved contributions. The session will focus on the mechanics of joint and phased property ownership, contribution of assets in-specie, use of pension scheme funds to assist in business developments and how to avoid the pitfalls.

14.00 - 14.45

Mr Tony Margaritelli & Mrs Anita Brown ICPA

The ten essentials of running a small accountancy practice This seminar provides helpful informative advice and tips for both the budding new accountancy practice and the long established accountancy practice. Covering a variety of subjects Mr Tony Margaritelli and Mrs Anita Brown will explore low cost and free options to cut business costs, promote and manage your practice.

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ACCOUNTEX 2013

THE HOW TO THEATRE FRIDAY 11.00 - 11.45

14.00 - 14.45

Companies Act 2006 – Key Issues For Accountants

Pensions in 2013

Liz Meehan Company Registrations Online

The Companies Act 2006 was intended to simplify UK Company Law however the practicalities of the Act have shown otherwise with most Directors having little or no knowledge of the Act, expecting their accountant to take care of everything for them. This seminar covers the most important issues that accountants in practice face with their clients including which Articles to use and why, what rules apply to older companies, what to do when shareholders fall out and what to do if your client’s company is struck off.

12.00 - 12.45

Steve Bolton Platinum Property Partners

Avoiding Bad Property Investments, expert advice for you and your clients Are you working with clients who have an ever-increasing level of sophistication and who want secure investments offering good returns? Are you concerned about maintaining your fee structure whilst looking for new products to suggest to existing clients and to attract new ones? Steve Bolton will explain PPP’s investment opportunity that could help to counter the unique pressures the profession is facing.

Doug Ryan Mattioli Woods

Our pension seminar is designed to provide both practical information, and solutions to pension and wealth management dilemmas, which may occur during planning with clients to get the most out of their retirement assets. Creating and managing an ongoing pension and wealth management strategy, which considers contributions, benefits, allowances and investments amongst other things, is vital. We will also provide an update on the changes in pension legislation and how they will affect your clients.

15.00 - 15.45

Nick Carlile Platinum Portfolio Builders

The fundamentals of property investing We will examine how the property market is currently performing for investors, learn which methods give secure income & asset protection and how to avoid the seven major mistakes made by many investors

13.00 - 13.45

16.00 - 16.45

Tax Efficient Media Investment

Outsourcing for accountancy practices – the benefits and pitfalls

David Peck Premiere Picture

An explanation of the business opportunities available to both high net worth individuals and companies in the growth market of media. Including a detailed outline of film financing structures and their respective benefits.

Ravi Kurani QX LTD

Accountancy practices in the UK began outsourcing in the early 2000’s with shortage of processing staff a driving force. Outsourcing quickly turned into a strategic activity and a key part of wider organisational change programmes. While the early success stories championed its cause, there were equally as many disaster stories. Why? We will identify issues to be considered when looking at outsourcing and the best suited functions to outsource.

Notes

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX |

CIMA ACCOUNTANTS IN BUSINESS THEATRE THURSDAY 11.00 - 11.45

Dr Noel Tagoe Chartered Institute of Management Accountants (CIMA)

Challenges facing accountants in performance reporting

15.00 - 15.45

Sarah Hopwood Paul Hopwood Consulting Limited

Negotiation & Influencing Skills

The seminar will look at new thinking on performance reporting. It will argue that accountants should focus on the drivers of performance as well as performance itself. These drivers are often non-financial, future-oriented and external to the organisation. The seminar will draw out the challenges that accountants face in measuring and reporting non-financial, external and future oriented information and propose a way of resolving some of the challenges.

Excellent “Negotiation & Influencing Skills” are a must in the market place enabling business owners, partners and directors to punch above their weight in what is often a crowded market.Often it is fear, confidence issues or lack of preparation that lets us down. During the seminar you will be shown simple steps to empower you to become a more effective negotiator. We will work through an, easy to adopt, 6 step process finishing with the all important follow-up. .

12.00 - 12.45

16.00 - 16.45

Forthcoming payroll legislation changes

The taste of success and how to achieve it

This session will look at payroll and pension changes announced in 2013/14. This will include the latest on attachment of earnings orders, lessons learnt for real time information and tips and traps on automatic enrolment. It will also take a look into the future of what might appear on the horizon for payroll and pensions..

Shane Turrell is a successful business owner and entrepreneur, with a passion for and expertise in identifying and achieving success. In this seminar, he will dig deep into the challenges facing accountants in today’s tough market and share his hands-on experience and top tips in terms of how to achieve lasting results and positive outcomes for accountants and their clients. Shane will also introduce PracticePro, an exciting new online alliance of partners dedicated to helping accountants improve.

13.00 - 13.45

17.00 - 17.45

Jon Martingale IRIS Software Group

CIMA

What FRS 101 to 102 will mean for your company and how technology can assist

CIMA looks forward to confirming this seminar in due course. Please check the website (www.accountex.co.uk) for further updates and also the speaker boards at the event which will hold all information on the sessions taking place over the two days.

Karen Thomson MSc FCIPP, Chartered Institute of Payroll Professionals

A discussion of the newly released UK Financial Reporting Standards, introducing an IFRS-based framework, bringing new financial reporting to many UK companies and public benefit entities. This session will discuss the framework and standards, options available and the key decisions you need to be considering. It will also look at how technology can assist in the transition and on-going reporting, ensuring a pain-free adoption of the new financial reporting standards.

Shane Turrell Mulbury Hamilton

14.00 - 14.45

QJ The Inspirationist Ltd

How to Be Insanely Great in Front of Any Audience QJ is a natural for sharing with his audience those elements that go to make a great presenter. With lessons from the music industry, radio and the media, QJ leaves us with no doubt that we can all use our natural charm and charisma to entertain, educate or impact on any audience. Whether you are presenting a product, a message or just wanting people to buy into your cause or vision, this short talk will give you the essentials.

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ACCOUNTEX 2013

CIMA ACCOUNTANTS IN BUSINESS THEATRE FRIDAY 11.00 - 11.45

14.00 - 14.45

Getting to World-Class Finance: The Sky Story of Accumulating Marginal Gains

Rainbow Personalities

Rob Collie BSkyB

Four years ago BSkyB’s finance team set itself the target of being the best finance team in Britain. They embarked on a programme of self-improvement based on the accumulation of many initiatives both large and small. This approach meant involving lots of finance people doing lots of small pieces of change to contribute to an overall improvement bigger than the sum of the parts. Rob Collie will share the approach, results and lessons learned.

12.00 - 12.45 David Sturges WorkPlaceLive

Demystifying the cloud - benefits for your business

Ginny Bradwell First Intuition

Ever wondered why you work well with some people in your organisation and yet struggle at times with others? Ever thought that it might not be them, it might be you? Ginny Bradwell will be providing a brief introduction to the different personality types that you may encounter in the work place and how to appreciate and deal with such differences, using Jungian theory as a framework.

15.00 - 15.45 Dominic Jaques Tresauris

Alternative sources of finance

FD’s and Accountants are now considering Cloud computing as an IT solution for their organisations. However there is much confusion given the variety of cloud services available and there are genuine concerns, particularly regarding data security. WorkPlaceLive have a very diverse customer base ranging from accountants to car body repair shops and golf courses. David will clarify Cloud terminology & highlight the significant benefits.

Small and medium-sized businesses are still facing significant barriers to identifying and accessing appropriate types of finance. The wide variety of funding initiatives has created complexity when simplicity was needed, while increased regulation and banking reforms have weighed on the availability of credit. There are reports of increased bank lending in some areas, but as yet not enough to make a real difference. As a result, businesses need to diversify their funding and explore alternative sources of finance to fund their growth.

13.00 - 13.45

16.00 - 16.45

James Ward, Chris Cornell, Bipin Thakker, Sean Fitzgerald, Dipesh Shah Oakdale Financial Services Ltd

Wealth Management Seminar As high net worth individuals look for the best advice when planning their wealth management, this seminar brings together the integrated expertise from the professional services of financial, legal, accounting and tax specialists.

Tanya Barman CIMA

Responsible Business – Harnessing Value Review findings of CGMA global survey Managing Responsible business from 2012 which highlighted issues of ethical management and culture as well as the wider theme of corporate responsibility. The research explored not only the importance on business ethics, ethical performance and management within organisations but also the specific role played, and challenges faced, by finance professionals worldwide. You will learn about pressures both within and outside the business that undermine ethical practice and the rise of importance of responsible business to investors, employees and wider society.

ABOUT OUR SPONSOR CIMA are proud to be supporting the Accountants in Business Theatre and look forward to hearing our guest speakers present on a range of thought provoking topics. CIMA is committed to providing our students and members with the right skills to succeed in their careers as Chartered Management Accountants and to ensuring employers recognise the importance of these skills in driving business performance. Chartered Global Management Accountant (CGMA) is the global designation for management accountants. It’s powered by the resources and expertise of AICPA (American Institute of Certified Public Accountants) and CIMA, two of the world’s leading accounting organisations, to elevate the profession of management accounting. CIMA’s research generates cutting-edge, high-calibre results that have immediate practical influence and value. This innovative research challenges and offers fresh perspectives on a range of topics that are of interest to CIMA members. The tools and reports aim to help the finance function become more influential in how the organisation is managed.

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX |

EXACT THEATRE THURSDAY

UPD ATE

11.00 - 11.40

15.00 - 15.45

How does collaborative working help accountancy practices and SMEs?

How to evolve accounting and improve client’s revenue opportunities.

You may not have heard of Exact before, but for over 30 years they have been helping accountancy practices and SMEs to work efficiently. Now they’re helping them to work collaboratively. Erick Bos will outline how Exact has used cloud software to specifically improve their working relationships of SMEs with their accountant.

As an accountant you are uniquely positioned to help your clients to reduce revenue leakage. If they hold stock, charge for their time, create quotations or track costs then this task becomes a challenge. In his presentation Exact’s UK GM, David Rainbow, will take the examples of Wholesale Distribution, Manufacturing and Professional Services to demonstrate how these challenges can be met.

12.00 - 12.45

16.00 - 16.45

Will cloud software really make a difference to accountants?

How does online engagement help to attract new business?

Accountants are facing an online future. As their client’s adopt cloud software and their expectations change, accountants will be expected to follow. But what does this really mean to accountants and how can they take advantage of this new paradigm? Hartmut will show how ‘anytime and anywhere’ access to information enables accountants to collaborate in new and exciting ways.

You know about social media, but how can you use it to grow your business? Exact’s Social Media expert, Mark Appel, will discuss the opportunities that are available for accountant’s and demonstrate how Exact have used social media to successfully engage with small businesses and accountants in the online world.

Erick Bos Exact

Hartmut Wagner Exact

13.00 - 13.45

David Rainbow Exact

Mark Appel Exact

17.00 - 17.45

Jonathan Pearson Exact

Erick Bos Exact

How does automating input and control fit with an online world?

How does collaborative working help accountancy practices and SMEs?

You can improve your efficiency and build more profitable relationships with your clients. However, how do you deal with the increasing paper mountain to process and how do you stay on top of the finances of an increasing number of clients? Jonathan Pearson will discuss the benefits of getting information from paper documents into electronic format and validating the input. He’ll also show you how you can monitor the key financial KPI’s of your clients and stay one step ahead.

14.00 - 14.45 David Rainbow Exact

Can you retain your key clients as their business grows? Your customers needn’t outgrow you, but as their business develops they become more demanding and time consuming to serve. More people, more controls and more clients mean more headaches. Exact UK’s GM, David Rainbow, will show you how this complexity can be managed and ensure you retain your most valuable clients.

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ACCOUNTEX 2013

E UPDAT

11.00 - 11.40 Erick Bos Exact

EXACT THEATRE FRIDAY

14.00 - 14.45 David Rainbow Exact

How does collaborative working help accountancy practices and SMEs?

Can you retain your key clients as their business grows?

Your customers needn’t outgrow you, but as their business develops they become more demanding and time consuming to serve. More people, more controls and more clients mean more headaches. Exact UK’s GM, David Rainbow, will show you how this complexity can be managed and ensure you retain your most valuable clients.

12.00 - 12.45

15.00 - 15.45

Will cloud software really make a difference to accountants?

How to evolve accounting and improve client’s revenue opportunities.

13.00 - 13.45

16.00 - 16.45

Hartmut Wagner Exact

Jonathan Pearson Exact

How does automating input and control fit with an online world? You can improve your efficiency and build more profitable relationships with your clients. However, how do you deal with the increasing paper mountain to process and how do you stay on top of the finances of an increasing number of clients? Jonathan Pearson will discuss the benefits of getting information from paper documents into electronic format and validating the input. He’ll also show you how you can monitor the key financial KPI’s of your clients and stay one step ahead.

David Rainbow Exact

Mark Appel Exact

How does online engagement help to attract new business? You know about social media, but how can you use it to grow your business? Exact’s Social Media expert, Mark Appel, will discuss the opportunities that are available for accountant’s and demonstrate how Exact have used social media to successfully engage with small businesses and accountants in the online world.

ABOUT OUR SPONSOR Exact is a top 25 European software provider and the Dutch market leader in online accounting. Over 100,000 Dutch and Belgian companies now use Exact Online - and counting. We’ve been around for 30 years, employ 1,800 people across 16 countries worldwide, and specialise in providing SMEs with software that works as hard as they do. We’re bringing our cloud business software to the UK and would like to introduce ourselves. As well as accountancy practices we have solutions for professional services, wholesale distribution and manufacturing firms, so we have more opportunities to work together to help clients. The Exact Theatre sessions are designed to showcase how we can help you to grow your business, drive efficiency and explore the benefits of collaborating with your clients in the cloud.

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX |

INTUIT THEATRE THURSDAY 10.00 – 10.45

Presented by –Mark Lee

NEW

Marketing your practice using online and social media This session will be firmly rooted in the practical and commercial as distinct from the hype that is all too often directed at accountants. Where should you start, what is reasonable to expect and why are your current efforts not working? Mark Lee monitors the activities of over a thousand UK accountants on social media. He uses this knowledge to support many of the counter-intuitive ideas that will enable you to effectively use online and social media to market your practice. He will clarify common misconceptions and provide dozens of key tips and advice that will help you improve your existing efforts or get started if you are a novice.

14.00 – 15.00

Presented by Charlie Carne

Taking your Practice Online Cloud Accounting is changing the way accountants do their business. Designed exclusively for accountants and bookkeepers, this Intuit seminar will provide valuable advice to help you understand cloud accounting, determine which clients are the right fit for working in real time online and understand what your options are. You’ll also receive practical tips and guidance on how to make the move, from someone who has already done this in his practice

11.00 – 12.00

15.30 – 16.30

Getting and Keeping High Margin Clients

Getting the most out of QuickBooks

Every practitioner knows the clients they want to keep, but do you know why you want to keep them? Do you know how to identify your best clients, and get more of them? And do you know how to get them selling for you? Join this session to learn some valuable techniques.

This session is designed for Practitioners who are already using QuickBooks or who are interested in seeing some of the advanced reporting and time saving capabilities of this incredibly flexible, multi-company accounting solution. Beginners are also welcome to attend, however please note that basic questions will be answered after the class.

Presented by Alison Ball

Presented by Rosalyn Hodgson

12.30 – 13.30

Presented by Chris Williams

Introduction to QuickBooks This session is vital for any practitioner new to QuickBooks or for those that need a basics refresher. Taking you on a quick tour of QuickBooks, Chris will show you how to use the sample files, find your way around the menu bars and navigation, create nominal ledger/chart of accounts and set up customers and invoices plus suppliers and bills. You’ll also see how QuickBooks powerful reporting can help you save precious time at month and year end. Attending this session will help you get the best possible start with QuickBooks.

ABOUT OUR SPONSOR Intuit is investing to deliver awesome product experiences for accountants and bookkeepers in the UK, and our goal is to help you work better with your clients and take your practice to the next level. We are therefore delighted be to running the Intuit Theatre here at Accountex, delivering seminars covering key aspects of accounting, which will impact the future of your practice. You’ll hear from industry experts, learn about critical new tools, and gain practical advice that will not only make today easier for you, but also help to position you well for tomorrow. Intuit is the global leader in small business accounting software with more than 4.5 million active QuickBooks customers. More than 300,000 accounting professionals use our software to be more productive and help them grow their practices.

| ACCOUNTEX JUNE 2013

ACCOUNTEX 2013

INTUIT THEATRE FRIDAY 10.00 – 10.45

14.00 – 15.00

Marketing your practice using online and social media

Taking your Practice Online

Presented by –Mark Lee

This session will be firmly rooted in the practical and commercial as distinct from the hype that is all too often directed at accountants. Where should you start, what is reasonable to expect and why are your current efforts not working? Mark Lee monitors the activities of over a thousand UK accountants on social media. He uses this knowledge to support many of the counter-intuitive ideas that will enable you to effectively use online and social media to market your practice. He will clarify common misconceptions and provide dozens of key tips and advice that will help you improve your existing efforts or get started if you are a novice.

Presented by Charlie Carne

Cloud Accounting is changing the way accountants do their business. Designed exclusively for accountants and bookkeepers, this Intuit seminar will provide valuable advice to help you understand cloud accounting, determine which clients are the right fit for working in real time online and understand what your options are. You’ll also receive practical tips and guidance on how to make the move, from someone who has already done this in his practice

11.00 – 12.00

15.30 – 16.30

Getting and Keeping High Margin Clients

Getting the most out of QuickBooks

Presented by Alison Ball

Presented by Rosalyn Hodgson

12.30 – 13.30

Presented by Chris Williams

Notes

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX |

SAGE THEATRE THURSDAY 11.00 – 12.00

14.00 – 15.00

The Smart Accountant

Opportunities & practicalities for your practice in 2013/14

Matt Forrest Strategic European Director for Accountants. Sage

Former Accountant and Strategic European Director for Accountants for Sage, Matt will identify 10 themes that the ‘smart accountant’ should be working on. In this session, Matt will be sharing research, insights and tips and how you can apply these concepts to drive measurable results.

12.00 – 13.00

Rebecca Benneyworth Taxation Editor for AccountingWEB.com

A session that will look at the practical issues that will affect your practice in 2013/14; auto enrolment, simplified accounts, and developments on agent strategy delivered by Rebecca Benneyworth, who lectures extensively for a range of professional bodies, accountancy firms, commercial organisations and HMRC

15.00 – 16.00

IBM

Samantha Mann Senior Policy & Research Officer at CIPP

Harnessing the big data explosion

How is RTI going for you?

Did you know that 90% of the data in the world today has been created in the last two years alone? Big Data 101 – IBM serves it up at Wimbledon and reveals how big data can add value to any business with real world strategies. This is a must have session for accountants interested in the Big Data phenomena.

Payroll expert Samantha Mann will take a look at how we have moved from processing PAYE in real time in a Pilot experience through to processing PAYE in real time in a business as normal experience and ask – are we relieved that this is to be a year of transition? Building on CIPP’s experience Samantha will discuss how they have found real time information and consider some of the more common questions to be asked on the subject.

13.00 – 14.00

16.00 – 17.00

Jonathan Dowden Product Manager for Payroll. Sage UK&I

Tim Hervey Senior Business Analyst (Taxation). Sage

The opportunity behind Auto Enrolment for Accountants

Cash Basis Accounting for Income Tax

Auto Enrolment into a workplace pension is set to be big news for you and your clients. Payroll expert Jonathan Dowden from Sage explores what Auto Enrolment is, why it will be a concern for your clients and how you can help. A must see presentation for Accountants who want to get ahead of the crowd on this subject.

Following on from last year’s Simple Income Tax for the Simplest Small business talk Tim talks about where we are now and what it means for you and your clients.

ABOUT OUR SPONSOR When choosing software to use in practice, industry or to recommend to your clients, it’s good to know that Sage’s Accountants’ Division has the experience and knowledge to support and advise you. The Sage Theatre is designed to share industry knowledge with accountants. We have a number of experts both from Sage and independent industry bodies, ready to talk about relevant issues for accountants such as Real Time Information, Working with technical startups and Cloud Technology. We also have guest speakers Rebecca Bennyworth and John Stockdyk from www.accountingweb.co.uk and Amit Pau the Media and Telecommuniactions Executive Director from Ariadne Capital.

| ACCOUNTEX JUNE 2013

ACCOUNTEX 2013

SAGE THEATRE FRIDAY 11.00 – 12.00

14.00 – 15.00

The opportunity behind Auto Enrolment for Accountants

The future of Accountancy

Jonathan Dowden Product Manager for Payroll. Sage UK&I

12.00 – 13.00

Amit Pau Technology, Media and Telecommunications Executive Director, Ariadne Capital

How to work with technical start ups Amit is a seasoned Technology, Media and Telecommunications Executive Director with over 20 years of expertise in the digital industry.In this presentation he shares his five golden rules for when working with start-ups – understanding the mind of the digital entrepreneurs

John Stokdyk Editor at AccountingWEB.co.uk

An innovative technology journalist and online media pioneer, John shares with us his experience and knowledge of the financial industry and predicts what we will all be talking about in 2014 and beyond.

15.00 – 16.00

Tim Hervey Senior Business Analyst (Taxation). Sage

Cash Basis Accounting for Income Tax Following on from last year’s Simple Income Tax for the Simplest Small business talk Tim talks about where we are now and what it means for you and your clients.

13.00 – 14.00

16.00 - 17.00

Cloud & Compliance

New features & Functionality of Sage 50 Accounts 2014

Nick Goode Head of Sage One

Compliance is key to any accountant, and in this talk Nick Goode and Steve Vorley from Sage will go through why going online can help your practice stay compliant and the ahead of the competition. If you are thinking of going online in the near future do not miss this presentation.

Julia Wedgwood Senior Sales Manager, Sage Accountants’ Division

Find out about our new release of Sage 50 Accounts 2014 before anyone else.

Notes

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX |

ICAEW THEATRE THURSDAY 10.00 – 10.45

Zarin Patel CFO at the BBC BBC

Breakfast with Zarin Patel CFO at the BBC Zarin Patel will be telling us what it is really like to manage the finances of the BBC and what it means to her to be an ICAEW Chartered Accountant. As Chief Financial Officer of the BBC – Zarin tasks involve demonstrating to every TV licence fee payer that their yearly fee is well spent. “My role is to make every licence fee payer feel that they are getting far more value than they are paying. That’s my purpose.” Find out more over a delicious coffee and croissant while networking with your peers and the ICAEW team.

11.00 – 11.45

Mark Lee BookMarkLee.co.uk

13.00 – 13.45

Charles Davis - Head of Macroeconomics Centre for Economics and Business Research (Cebr)

The UK economic outlook – forming a sensible view A specialist in forecasting the UK economy, Charles predicts how the macroeconomic environment will impact UK businesses and is economic adviser to some of the UK’s biggest private sector organisations, as well as major professional and trade bodies.

14.00 – 14.45

Ruth Ward, ICAEW Technical Manager Assurance

Harness the power of social media for career success

Audit exempt organisations – alternative assurance reporting.

This seminar will focus on building and controlling your online brand; avoiding facebook flaws and twitter traps; how to use LinkedIn to build a network and enhance your CV; focused tips and advice for accountants. You’ll have the opportunity to ask Mark your burning questions on social media – make sure you join him to hear more!

What are the options available for audit exempt organisations? Understanding the purpose of audit and assurance is vital to making an informed decision, whether assurance is needed or not. This seminar provides history, context, and a summary of the advantages and disadvantages of a range of different approaches.

12.00 – 12.45

15.00 – 15.45

Marianne Mau FCA Technical Manager Financial Reporting Faculty, ICAEW

The New UK GAAP – preparing for change A new financial framework will be effective from 1 January 2015. This new regime will create significant challenges and opportunities, not only for UK GAAP reporters, but also for some entities that currently apply International Financial Reporting Standards. This session will introduce the new framework and options available to different types of entity. The session will also highlight some of the practical implications of moving to the new regime and what needs to be done now to prepare for the change.

Mark Tighe CA Tax Solutions

Capital Allowances, 2014 – The impact on you and your clients A commercial property owner or long term leaseholder has a legal right to claim Capital Allowances. Unfortunately, current awareness levels mean that Capital Allowances are often overlooked. 2014 will change the status quo for Capital Allowances, making pooling mandatory at the point of sale. This seminar will provide a concise explanation of Capital Allowances identification allowing you to produce the best possible results for you and your clients.

ABOUT OUR SPONSOR ICAEW and lead media partner economia are delighted to host our seminar theatre. We have a fantastic line-up of speakers across both days covering a wide range of topics that will be both stimulating, thought provoking and will provide the latest updates for the accountancy profession. Join us at 10.00 on day one for breakfast with Zarin Patel, CFO at the BBC. She will provide insight to managing the BBC finances and what it means to her to be an ICAEW Chartered Accountant. Come early to secure a place. We have developed a broad seminar programme to ensure there is something of interest and relevance for all. Whether, it is improving your personal brand through social media, making sense of the latest UK economic forecast or the latest up dates. Come along and join us sometime during either day, we look forward to welcoming you.

| ACCOUNTEX JUNE 2013

ACCOUNTEX 2013

ICAEW THEATRE FRIDAY 10.00 – 10.45

13.00 – 13.45

The UK economic outlook – forming a sensible view

Audit exempt organisations – alternative assurance reporting.

A specialist in forecasting the UK economy, Charles predicts how the macroeconomic environment will impact UK businesses and is economic adviser to some of the UK’s biggest private sector organisations, as well as major professional and trade bodies.

11.00 – 11.45

14.00 – 14.45

Charles Davis - Head of Macroeconomics Centre for Economics and Business Research (Cebr)

Mark Lee BookMarkLee.co.uk

Ruth Ward, ICAEW Technical Manager Assurance

Mark Tighe CA Tax Solutions

Harness the power of social media for career success

Capital Allowances, 2014 – The impact on you and your clients

A commercial property owner or long term leaseholder has a legal right to claim Capital Allowances. Unfortunately, current awareness levels mean that Capital Allowances are often overlooked. 2014 will change the status quo for Capital Allowances, making pooling mandatory at the point of sale. This seminar will provide a concise explanation of Capital Allowances identification allowing you to produce the best possible results for you and your clients.

12.00 – 12.45

Marianne Mau FCA Technical Manager Financial Reporting Faculty, ICAEW

Notes

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX |

ACCA THEATRE ACCA - the global body for professional accountants

UPD ATE

ACCA - Panel Discussion Thursday 11.00

Growing business through export Mike Josypenko - Institute of export, Matt Dabbs - Barclays, Victoria Martin - UK Export Finance & Robert Hurley - UK Trade & Investment Do you have an export strategy? How would you find knowledge of the market? What would you need to research? Using practical examples, come and listen to a leading panel of experts in the area of export and take the opportunity to ask questions on how to help your business or those of your clients grow through export.

13.00

Alternative finance options for growth Anita Brooks - Accounts Assist, Andi Davies - Prospect & Rebecca McNeil - Barclays Curious about crowdfunding? Intrigued by invoice auctioning? Pondering a peer-to-peer loan? We can’t blame you. Businesses vary in size, aim and complexity. Their financial requirements and risk appetite are equally varied. Which type of finance is right for your type and size of business? Do you always get/offer the right type of finance for your business? Do you always consider: Costs of finance, need/use, security, timing, tax reliefs and incentives. Receive tips and advice from providers, businesses and advisers

15.00

Leadership & mentoring: skills for growth Jeremy Jacobs - United Synagogue & Arend Welmers - Organisation Analytics Ltd The country’s future can only be built by skilled people. Skilled people are more productive and more innovative, and are the foundation of successful businesses. Having the right skills in your business opens up options - how will we rise to this challenge? Do you have a skills strategy? Do you develop your team? What is good leadership and how would it enhance your company’s chance of success? Hear from business leaders on what business tips they wish someone had shared with them when they started in business?

Friday 11.00

Growing business through export

13.00

Alternative finance options for growth

15.00

Leadership & mentoring: skills for growth

Lesley Batchelor - Institute of export, Atul Bhakta - One World, Matt Dabbs - Barclays, Victoria Martin - UK Export Finance Do you have an export strategy? How would you find knowledge of the market? What would you need to research? Using practical examples, come and listen to a leading panel of experts in the area of export and take the opportunity to ask questions on how to help your business or those of your clients grow through export.

Anita Brooks - Accounts Assist, Andi Davies - Prospect & Rebecca McNeil - Barclays Curious about crowdfunding? Intrigued by invoice auctioning? Pondering a peer-to-peer loan? We can’t blame you. Businesses vary in size, aim and complexity. Their financial requirements and risk appetite are equally varied. Which type of finance is right for your type and size of business? Do you always get/offer the right type of finance for your business? Do you always consider: Costs of finance, need/use, security, timing, tax reliefs and incentives. Receive tips and advice from providers, businesses and advisers.

Jeremy Jacobs - United Synagogue & Arend Welmers - Organisation Analytics Ltd The country’s future can only be built by skilled people. Skilled people are more productive and more innovative, and are the foundation of successful businesses. Having the right skills in your business opens up options - how will we rise to this challenge? Do you have a skills strategy? Do you develop your team? What is good leadership and how would it enhance your company’s chance of success? Hear from business leaders on what business tips they wish someone had shared with them when they started in business?

| ACCOUNTEX JUNE 2013

ACCOUNTEX 2013

www.b1g1.com

Small Giving

BIG IMPACT B1G1 gives you what business giving has never delivered ... until now! Your giving can have real impact and 100% effectiveness*

You can have choice, control and feedback all the time with your giving You can connect your giving with your business, customers and team members using the special tools and resources *B1G1 guarantees that 100% of your giving is passed onto exactly where you want it to go!

3 unique elements

Impact

Habit

Connection

At B1G1, you always know how you’re impacting lives.

When we change our habits, we change lives.

You get to choose from hundreds of carefully selected high impact projects. You can give to multiple projects and a full 100% of your giving goes to the projects you choose.

Through B1G1, you easily add giving into your everyday business activities. It’s about your business creating real impact just by doing what you normally do.

Normal Business Giving

Corporation

Charity

When you give through B1G1, you’re able to engage and connect with your team and customers using unique tools and resources provided by B1G1. Explore the options that suit your business on www.b1g1.com

B1G1 is driven by a very unique membership program that allows you to make a huge difference just by doing what you normally do. In B1G1, it’s never about the money you give, it’s about the impact you have.

Ready to make a REAL difference? Scan the QR code and find out more.

Giving through B1G1 Tools & Resources

SME Businesses

Or visit www.b1g1.com today.

100% Impact

High Impact Projects

“

It’s so much more impactful than normal charity giving. It’s win-win-win. I don’t know anything else like B1G1. We just love it. Luke Smith, CEO, Foxleigh Knight, Chartered Accountants

B1G1 (Buy1GIVE1): 14 Robinson Road #13-00, 048545 Singapore ph: +65 6898 2446 fx: +65 6898 2445 em: info@b1g1.com web: www.b1g1.com

STAND A304

To discuss capital allowances further please come and visit us on stand A304

CAPITAL ALLOWANCES EXPLAINED

Catax Solutions specialises in carrying out current and retrospective capital allowances claims for all entities, in relation to commercial properties right across the commercial sector. We specialise in cost segregation, through the identification and valuation of fixtures contained within commercial properties. Capital allowances are one of the more obscure areas of tax with the opportunity to claim on commercial properties often being lost along the way. We aim to work with accountants and their clients to rectify the issue and release the benefit to the property owner. We are bombarded with noise of companies failing to succeed in the poor economic climate, and in many situations this could have been avoided.

With big four accountancy firm Deliotte finding that millions of pounds of capital allowances are currently going unclaimed, pooling the allowances available within a company’s premises could well be the boost many struggling businesses need. Capital allowances can be claimed by the owning entity, so long as that entity is liable to pay UK tax. Whether the property owner is an individual, partnership, or a limited entity,

CATAX SOLUTIONS IN PRACTICE Hotel purchased in 2006 for £1.87mil Catax Solutions identified £410,989 Benefit to the individual as a 40% income tax payer £164,396 Office purchased in 2011 for £8,185,000 Catax Solutions identified £2,039,295 Benefit to the ltd company at a 20% corporation tax payer £407,859 Care Home purchased in 2000 for £1.43 mil Catax Solutions identified £542,753 Benefit to the LLP at 40% tax payer £217,101

| ACCOUNTEX JUNE 2013

tax relief will be obtained at the tax payer’s marginal rate. This applies to property whether it is investment property or utilised within a trade. In the former case, the allowances are an allowable deduction against rental income. Importantly, property business tax losses created or augmented by capital allowances can be relieved sideways against other income. This renders the relief particularly attractive to commercial landlords. The general rule for the property business losses is that the loss must be carried forward and relieved against future profits from the same property investment business. This form of sideways loss relief for capital allowances is a welcome tax break. Similarly, individuals owning commercial property used within their own trade may claim capital allowances as a taxdeductible trading expense. In so doing they may reduce trading profit, or create, or increase, trading loss. Trading losses can also be relieved sideways against other income.

Due to the complexities involved and the large volume of legislation surrounding capital allowances, and capital allowances identification not being typical accountancy work, it is imperative to seek the best specialist advice available. This will ensure that clients maximise the benefits to which they are entitled. For example April 2014 is fast approaching, and from this date forward capital allowances will need to be pooled at the point of sale of a property, if not previously identified, and a ‘fair value’ for the fixtures contained within the property agreed upon by both the vendor and purchaser. Failure to do so within the two-year window for a S198 election will mean that the purchaser’s claim to capital allowances in the future will be blocked - in fact, not only the current purchaser, but all subsequent purchasers will lose their right! Mark Tighe, Managing Director, Catax Solutions For more information call us today on 0300 303 1903

ACCOUNTEX 2013

The sky’s the limit “Cloud computing with e-conomic” Efficient and flexible accounting system A mobile and secure solution, you and your client can access anywhere, anytime with no need for time-consuming data transfers. e-conomic has many innovative and time-saving features including document scanning, automated bank reconciliation, import and export functionality and direct integration with Microsoft Excel. Standard modules include general ledger, accounts payable, accounts receivable, invoicing, reporting, multi-currency and document scanning.

Customer service always available If you’re ever in need of help, the answers to your questions are only a mouse click away. We offer a wide range of support available around the clock – articles, videos, online presentations as well as phone and email support. All our support is free of charge.

Expand and grow your business with e-conomic With hundreds of accounting apps, you can expand and grow your business with e-conomic. Connecting your accounting system with other systems gives you an easier workflow and extra time on your hands.

You are safe in our hands Our safeguards are the same technology as used by the top financial institutions in the world. Your financial data is kept private and protected at all times – a backup is performed every 15 minutes.

The e-conomic way ® Our philosophy is to keep the workflow simple and minimise routine jobs, leaving you more time for the fun stuff!

Come and have a chat - find us at stand A244.

STAND 350

HOW TO HELP AND RETAIN YOUR CLIENTS WITH BUSINESS INTELLIGENCE It’s no secret that we’re operating in a challenging economic environment. Businesses need all the help and support they can get to thrive and grow when markets are unstable, finance is tight and competition fierce. As their accountant, you are perfectly placed to offer the intuitive advice businesses need. You already know the ins and outs of your clients’ businesses; you have all the financial information you need to be able to help your clients succeed. But what if you could easily unlock that data and provide your clients with impressive visuals of their business information?

inputting data into spreadsheets. But with Smeebi as an add-on to your accounting software you can automatically generate a financial dashboard. Bringing your clients’ business to life, making interpreting the data easy, even for those without a financial background!

Business intelligence is something often associated with larger businesses, but why shouldn’t small businesses be able to access the same level of reporting, analysis and monitoring?

2. Give powerful and informed

With a new type of business intelligence, you can use the data you already have to reinforce your role as business adviser, help and retain your clients, whatever their size. 1. Effortlessly unlock vital business information You already have important financial information on all of your business clients. But can you easily use these records to help your clients to analyse and monitor their businesses? More often than not, using this information effectively means spending hours manually

ACCOUNTEX 2013

business advice Accountants and business advice go hand in hand. Using visual tools and reports you can work with your clients to analyse their information and help them to set and re-evaluate their business goals. Features such as the budgeting tool will also allow you to work with your client on strategic plans and forecasts. You can then benchmark progress against actual results and evaluate opportunities. When you have such full, ongoing visibility of your client’s business, you can give even more powerful recommendations. 3. Empower your clients Simple to use business intelligence means that you really can empower your clients to use it themselves. Help them set their

own KPIs and goals, measure performance and really evaluate how their business is doing, without the fear sometimes associated with financial reporting. Because Smeebi is cloud based, you can supply your clients with their own log-in details and they can then access their business information anywhere. You can even collaborate with your clients, write comments on certain reports and make recommendations for them.

4. Build better relationships Using business intelligence gives you more reasons to regularly contact your clients. You can update the financial dashboard as often as you like, meaning that you can really keep your clients informed and they can see real progress for themselves with visual charts.

MEET SMEEBI ON STAND 350, DAILY SEMINAR OR ONLINE Smeebi will be giving live demonstrations in the main business show hall on stand 350 and holding a daily seminar titled “Why and how to use Business Intelligence” to introduce business intelligence to small firms and their advisors. Smeebi offer a 30-day commitment-free trial and accountants and business partners can benefit from a special partner rate of just £30 per month thereafter for each company with unlimited users.

m/partners

.smeebi.co

Visit www

JUNE 2013 ACCOUNTEX

STAND A340

ENHANCING YOUR REPUTATION WITH TAX CLIENTS Tax is a mixture of law, administration and accountancy and it draws on a huge range of intellectual, presentational and personal skills. whole, including tax advisers, accountants and lawyers, are estimated to contribute over 25% of UK GDP, tax professionals are an essential part of the economic system. Modern tax professionals have to be equipped to communicate effectively, deliver out-of-the-box strategic thinking, and big-picture perspective, in order to compete in an exceptionally competitive market. In a dynamic and fast paced industry, working with tax clients requires not only analytical ability, but also excellent problem solving, and commercial skills. The UK has one of the longest and most complicated tax codes in the world. And as professional services as a

Businesses and individuals need tax specialists to guide them through the complexity and ensure they pay the correct amount of tax. After staffing costs, tax is often the second largest cost to an organisation. HM Revenue and Customs acknowledge that without tax specialists, businesses and individuals would struggle to calculate their liabilities correctly, compliance rates would tumble and the system would risk collapse.

And where can these tax specialists come

â&#x20AC;&#x153;Our partnership with tax agents is essential for successful tax administration in the UK. We recognise the contribution that agents make to the smooth running of the tax system by providing support to many people and businesses in dealing with their tax affairs.â&#x20AC;? Melanie Dawes, Director General Business Tax, HMRC, May 2011

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together in the UK? The two professional tax bodies in the UK are the Association of Taxation Technicians (ATT) and the Chartered Institute of Taxation (CIOT). The Association of Taxation Technicians (ATT) is the oldest and largest professional body for UK tax compliance services and related activities. The primary objective is to promote education and the study of the administration and practice of taxation for public benefit and to provide an appropriate qualification for tax compliance work.

How does this help you as a tax professional? Being part of a professional tax body provides:

A MARK OF EXCELLENCE The ATT and CTA are recognised across the business world as the highest standards for the tax profession, marking out someone who can be relied upon to provide the highest quality tax compliance service or tax advice to their clients.

SUPPORT IN YOUR PROFESSIONAL DEVELOPMENT Built in support to enable you to keep up to date with all developments in the tax system in the areas in which you practice.

A FAMILY OF TAX PROFESSIONALS Take part in technical and networking activities across the UK, and internationally in our 37 branches, as well as a counselling service to assist members experiencing difficulties.

A VOICE IN TAX POLICY-MAKING Have the opportunity to contribute to HMRC consultation responses and proactively participate in suggestions for improvements.

The Chartered Institute of Taxation (CIOT) is the leading body in the UK for tax professionals concerned solely with taxation. It is committed to the advancement of tax

practice, high professional standards, training and technical knowledge, increasing public understanding of tax matters and engaging with legislators and tax authorities.

ACCOUNTEX 2013

d t si an Vi St 8 at 3

2013 is the

year of af fordable integration The TaxCalc range of Professional software now features data sharing to help improve the way your practice runs. Our new Tax Return Production and Accounts Production software comes with a free Practice Management module (worth £120) which enables you to manage your clients' data easily and seamlessly share it between TaxCalc applications. To ﬁnd out how TaxCalc Integration can transform your practice visit taxcalc.com, call 0845 5190 883 or visit us at ACCOUNTEX stand A338

Smart Installation Our SmartInstallation process quickly and easily installs and conﬁgures your software with just a few clicks. sm

Smart Integration SmartIntegration works seamlessy behind the scenes to share data where you need it, when you need it.

Smart Tools Practice Management is simple and straightforward with our range of SmartTools. Enhance your productivity and save time

Smart Workflow SmartWorkflow is tailored to how your practice works. Streamline your workflow and operate the way you want to.

Common problems faced by accountancy practices: YES

• Your clients provide you with chaotic bookkeeping records

QUALITY

• You either have too many staff or too few • You are facing financial business pressures • Keeping up with regulatory changes is arduous Every accountancy practice, regardless of the industry or size, deals with problems every day – each problem can appear unique. Nonetheless, if we were to put the problems of a couple of practices onto a Venn diagram we would immediately spot an overlapping area, a meeting ground; common problems all accountants face today. So if you can answer YES to any of the above (or can add a few more), then come along to stand A432 to look at how we could help to address some of your problems. Lots of your competitors already have.

QX Accounting Services Castle Chambers, Off Mill Bridge, Skipton, BD23 1NJ

LORD OF ALL YOU SURVEY? Good feedback is critical for any performance improvement. It helps you to obey that core tenet of business; give them what they want! Find out how revolutionary opinion polling technology is helping to shape the Accountex show right now. Delivered by a unique free mobile App and on the web at www.survey-me.co.uk, SurveyMe is the fastest, most flexible and portable way of receiving, recording and rewarding ‘point of experience’ feedback for any business. Within seconds, SurveyMe transforms feedback into decision-ready management information, presented in easy-to-read charts, for the organisers of Accountex 2013. Rather than wait until next year to make improvements, using SurveyMe means the Accountex organisers can simultaneously review exhibitor and guest feedback. If necessary, they can then make instant

ACCOUNTEX 2013

STAND A301

Accounting Services

E: contact@qxltd.com T: 0870 803 1033 W: www.qxltd.com/contactus

tweaks to ensure that everyone who has invested valuable time to attend will have the best possible experience. There are two surveys, one for guests and another for exhibitors. Whatever part you’re playing in the event, give feedback because within minutes of the doors closing after Day 1, the organisers will be reviewing the results and actioning any improvements for Day 2. By the time guests arrive on Day 2, the feedback from Day 1 will have been shared with exhibitors. The SurveyMe team will be visiting stands from midday on Day 1. Guests are also incentivised to give feedback with a mystery reward. Participate by visiting the SurveyMe stand. SurveyMe works everywhere that mobile phones work. It’s free to start using and your 100% confidential and personalised surveys, which only take minutes to create, are automatically live anywhere you choose as soon as you’ve created them.

Watch also for SurveyMe being used by some keynote speakers to encourage audience participation and improve the content for their next presentations.

JUNE 2013 ACCOUNTEX

Tired of pushing buttons?

Orbit is here to help! KashFlow is an accounting system designed specifically for small business owners, even those with no accounting knowledge. Unlike many accounting software providers, we haven’t had to shoehorn a desktop accounting system into the cloud; our software was built with the cloud in mind. KashFlow itself is filled with useful features that your client will love. Here are just a few of them: • Fully customisable invoices • Automated recurring purchases and sales invoices • Upload attachments, such as receipts, to be stored with your records • Automatic credit control • Prepare and file VAT returns without leaving KashFlow • Industry specific features such as CIS, FRS, EC sales and cash accounting • Over 50 reports, with charts and the ability to export data to Excel • Tons of useful add-ons and integrations

www.kashﬂow.com/orbit

STAND A412

ACCESS YOUR OFFICE ANYWHERE WITH THE CLOUD Find out why Hosted Desktop is revolutionising the professional office.

Cloud computing has changed the way we use IT in business. The ‘cloud’ is a buzzword for the Internet. It refers to web services and applications that are provided over the Internet from secure data centres and accessed via any Internet enabled device. It reduces the need for expensive hardware and IT support and provides business

continuity in the event of a critical incident. At HDUK, all software applications and client data is stored on our own servers in military secure UK datacentres and made available to our clients over the Internet.

OUR KEY SERVICES INCLUDE •

Hosted Desktop

•

Hosted Application

•

Hosted Exchange (email)

Our clients tell us that our cloud solutions provide them with IT reliability, flexibility and value for money.

EXCLUSIVE! Launching at Accountex: Hosted Desktop Web Access See a demonstration of our revolutionary new service, Hosted Desktop Web Access. It enables access of a hosted desktop system entirely through a web browser without having to install anything on a local machine. This gives the freedom to access all your applications and data from more Internet enabled devices. Come and visit us at stand A412 and speak to one of our team of experts, find out how cloud computing can benefit your business and take advantage of our exclusive show offers.

www.hosteddes

ktopuk.co.uk

TRY CASEWARE SOFTWARE FREE FOR 90 DAYS! The right software is crucial to your business, so CaseWare is now making it possible to try CaseWare Accounts Production and Corporation Tax for 90 days, completely free. All you need to do is to leave your details at the CaseWare Stand A410.

STOP PRESS Hear our Managing Director, Simon Warren speak on the ‘New Era of Accounting’ at Accountex!

Best Practice Accounting AND 50% faster! “We halved the time it takes for us to produce a set of accounts for two years in a row; that results in lower fees for our clients, while our staff are able to offer additional strategic services to our clients.” This was M&A Partners’ experience, what’s more, in ICAEW’s 2011 IT in Accountancy Practices survey, 100% of

ACCOUNTEX 2013

STAND A410

Hosted Desktop UK (HDUK) provides cloud computing services to accountants across the UK and our team have over 25 years’ experience in the accountancy sector. We have in excess of 3,000 users in over 170 accountancy and professional practices who benefit from our ‘office anywhere’ cloud solution.

CaseWare’s practice clients said they would recommend its Accounts Production package. Relied on by Sole Practitioners to nearly 50% of the Top 100 UK firms as well as extensively in the business world, CaseWare has built its reputation on software that quite simply works, improving processes, saving time and reducing the risk of error. CaseWare’s financial reporting and reporting solutions include: CaseWare Accounts Production with automated iXBRL & Companies House Filing; Corporation Tax; Paperless Audit; specialist industry templates such as Charities and Pensions; Practice Management and Business Analysis; plus CaseWare Cloud and Collaborate solutions.

Find out more about CaseWare and what it can do for your organisation at our stand, A410 and online at www.caseware.co.uk

JUNE 2013 ACCOUNTEX

Enhance the Future of Your Practice Is your client thinking of selling their business? Don’t lose a client, gain a better one by partnering with BCMS. UK companies place huge amounts of trust in their accountants, often being the first advisor involved in any discussion on selling a business. Our unique Partnering Program enables you to proactively grow your practice. It helps clients sell via a project managed sale process, enabling you to benefit from significant referral fees, whilst knowing that your client’s business is in safe hands.

Visit us @ Accountex Stand No A440

Practice Growth Theatre - Friday 7th at 11.00am Join us in the Practice Growth Theatre for an insightful session on growth through helping your clients sell their business for maximum value.

Help your clients Realise the value of their life’s work.

tiny.cc/bcms 01635 296 070 partnering@bcmscorporate.com

Best-of-breed document management with Virtual Cabinet Why are leading accountancy firms turning to Virtual Cabinet? Virtual Cabinet from Lindenhouse provides a future-proofed solution to the document management challenges faced by todayâ&#x20AC;&#x2122;s professional firms. This best-of-breed system improves the speed and efficiency of all document and email management and provides remote access to documentation 24 X 7 for staff and clients. Clients benefit from secure digital signature technology and a fully integrated document portal that allows the upload of client documents to the Cloud where they are encrypted to the highest standards as used by the Government, FBI and Banks. Virtual Cabinet seamlessly integrates with IRIS, Sage, Digita, CCH, Star, APS and Practice Engine. Visit the Lindenhouse stand today and find out why firms like Haines Watts, Francis Clark, Reeves, Ducan Toplis, Lovewell Blake, Larking Gowen, Carter Backer Winter, Milsted Langdon, and Bulley Davey are turning to Virtual Cabinet.

www.virtualcabinet.co.uk

0845 1661165

Stand A224

AY L -D TRIA 30 REE

Online Accounting Goes From Zero to Hero

Email orders and invoices via secure email links Customers can pay invoices via payment gateway Add user defined fields to orders and invoices Quick batch invoice entry for fast processing Access anytime, anywhere and on any device

SAMPLE SCREENS

Invoicing

Dashboard

Create stylish invoices with product images and send via secure email link. Customers can view the invoice and full account history.

Dashboards offer a visual expression of how your business is performing, view headline figures and sales analysis and drilldown for further detail.

Phones: ROI +353 1 4597800, UK +44 871 284 3446

Email: sales@surfaccounts.com

OUR SUPPORTERS

CPAA

ICAEW

Certified Public Accountants Association (CPAA) is proud to support Accountex for their second event. The Certified Public Accountants Association is a professional accountancy body whose members are primarily in public practice. Our aim is to help, support, train and regulate accountants in public practice. For further information, please visit our website or e-mail: enquiries@acpa.org.uk

ICAEW is delighted to support Accountex again. We recognise this excellent marketplace for our members seeking solutions to their professional challenges.

The Certified Public Accountants Association (CPAA) takes great pride in the stringent professional standards we require from our members. This goes a long way to helping to keep our ideals and principles of quality work and service high. Our origins go back to 1989 and the objects of the Association are to offer a British version of the worldwide respected CPA qualification in the UK. CPAA members have a client base exceeding 300,000. Whatever type and size of business, our members offer a wide range of services. Visit the website for more details. The CPAA value your membership and strive to provide you with the best possible service in a friendly, helpful and dedicated manner. Further information is available on our website atwww.acpa.org.uk or by e-mail to enquiries@acpa.org.uk

ECONOMIA The magazine for ICAEW members, economia offers essential technical accountancy content, plus a broader range of material covering business, economics, management and finance. Informative, engaging and entertaining, economia is not just a print magazine but a multi-channel member communication portfolio for ICAEW, including a monthly magazine, editorial rich website, news-based weekly email and a newly launched mobile app. economia.com provides the same high level of insight and analysis as in print, along with constantly updated news and daily content. Additional material includes multimedia reports, blogs and the opportunity for readers to comment and get directly involved in debates. You can comment on articles online and join the discussion via social media.

| ACCOUNTEX JUNE 2013

ICAEW is a world leader of the accountancy and finance profession. Founded in the UK in 1880, ICAEW supports, develops and promotes over 140,000 chartered accountants in more than 160 countries. We provide qualifications and professional development and our chartered accountancy qualification, the ACA, is one of the most advanced learning and professional development programmes available. We also offer a range of leadership programmes, helping to transform finance specialists into business leaders. Through our Practice Assurance, regulatory and professional conduct schemes, we ensure the highest professional standards. Our members have the knowledge, skills and commitment to maintain the highest professional standards and integrity. Together we contribute to the success of individuals, organisations, communities and economies around the world. Because of us, people can do business with confidence.

ASSOCIATION OF CHARTERED CERTIFIED ACCOUNTANTS ACCA believes Accountex brings together accountants playing an integral role in business growth. It allows us to engage with a wide variety of accountants, including our own members, to understand their pressing issues and share initiatives such as our â&#x20AC;&#x2DC;Accountants For Small Businessâ&#x20AC;&#x2122; campaign. ACCA is the global body for professional accountants offering qualifications around the world. Founded in 1904, ACCA believes that accountants bring value to economies in all stages of development. Our values are aligned to the needs of employers in all sectors and we seek to open up the profession to people of all backgrounds and remove artificial barriers, innovating our qualifications and their delivery to meet the diverse needs of trainee professionals and their employers. We support 154,000 members and 432,000 students in 170 countries via a network of over 80 offices and centres, with 8,400 approved employers worldwide. ACCA ensures its members are regulated for their work. We actively seek to enhance the public value of accounting through international research and take a progressive stance on global issues to ensure accountancy, as a profession, continues to grow in reputation and influence.

CHARTERED INSTITUE OF MANAGEMENT ACCOUNTANTS Accountex returns in June for its second year and following such a positive response from our members, CIMA are once again proud to support the show. CIMA members are always looking for ways to gain insight in this fast-paced and evolving profession, where staying ahead of the game can be a costly and timeconsuming exercise. The Accountex show provides the opportunity to network with over 3,000 accountancy professionals under one roof and gives delegates the chance to hear from leading speakers on a wide range of topics related to current and future trends within the industry. CIMA found Accountex 2012 to be a well organised, informative and valuable event and we look forward to an even bigger and better show for 2013. We will be on stand A118 and look forward to seeing you there.

ACCOUNTEX 2013

OUR SUPPORTERS

INSIGHT MARKETING

INSTITUE OF FINANCIAL ACCOUNTANTS In supporting Accountex, the IFA is able to meet new finance professionals looking for a quality professional accountancy membership body focused entirely on SMEs/SMPs. Accountex also provides a fantastic opportunity for the IFA’s existing membership to network and generate their own leads for business as well as learning from a plethora of industry professionals. The Institute of Financial Accountants (IFA) is an internationally recognised professional accountancy membership body, whose members work for small and medium-sized enterprises (SMEs), or who run or work in small and medium-sized accounting practices (SMPs) that advise SMEs. We support members and students in more than 80 countries with a programme of professional qualifications and education as well as resources, events, training and seminars. The IFA is a full member of the International Federation of Accountants (IFAC) the global accounting standard-setter and regulator. We have also been formally recognised as an awarding organisation by Ofqual, the UK public body responsible for maintaining and monitoring standards for general and vocational qualifications and examinations, underlining the quality of our work and the integrity of our qualifications.

CHARTERED INSTITUTE OF TAXATION (CIOT) The CIOT is the leading body in the UK for taxation professionals dealing with all aspects of taxation. Our primary purpose is to promote education in taxation. One of our key aims is to achieve a more efficient and less complex tax system for all. Our comments and recommendations on tax issues are made solely in order to achieve this aim; we are an entirely apolitical organisation. Membership of the CIOT is by examination; nationally recognised as the gold standard of UK taxation education. We support our 16,500 members and 4,000 students throughout their tax careers, providing assistance through our London head office and worldwide network of 37 branches.

ACCOUNTEX 2013

Online and offline sales and marketing specialists, you can use us if you are:Looking to grow through hand-picked, high-value clients. Benefit from proven, tried and tested methods for accountants looking for quality fees. See www.salesforaccountants.com Exploring technology and considering apps and mobile technology, you can see the latest solutions with member’s discounts for ACCA, ICAS and ICPA members. See www.myfirmsapp.co.uk You are a supplier to accountants and looking to expand your reach. You can access the largest opt-in database of accountancy firms, consultancy, marketing advice and help. See www.insight-marketing.com

ICPA ICPA is proud to be supporting Accountex (Stand A238) for the second year running. We feel it’s a useful resource for our members as well as accountants in general. Packed full of companies in the rapidly changing accountancy sector and providing informative, cutting edge free seminars, it’s the must-visit place for all accountants this year. The ICPA is a professional organisation and Practitioners today deserve an organisation dedicated solely to their needs; that actually understands the pressures and concerns that affect them on a daily basis. To this end, the board of ICPA have set in motion a range of over 30 ICPA membership benefits and we’re continually looking for more. Are you still not sure? Try us out with the special ICPA Accountex Offer: two months of ICPA membership for FREE! To see a full description of our membership benefits, please log on to www.icpa.org.uk

ASSOCIATION OF TAXATION TECHNICIANS (ATT) The Association of Taxation Technicians (ATT) is supporting Accountex again this year, as it’s a great opportunity to meet many tax professionals, accountants and aligned professionals to share some insights, take part in seminars given by influential and top name speakers and to network! The Association is a charity and the leading professional body for those providing UK tax compliance services. Our primary charitable objective is to promote education and the study of tax administration and practice. One of our key aims is to provide an appropriate qualification for individuals who undertake tax compliance work. Drawing on our members’ practical experience and knowledge, we contribute to consultations on the development of the UK tax system and seek to ensure that it is workable and as fair as possible for the general public. Our members are qualified by examination and practical experience. They commit to the highest standards of professional conduct and ensure that their tax knowledge is constantly kept up to date. Members may be found in private practice, commerce and industry, government and academia. The Association has over 7,000 members and Fellows, together with over 5,000 students, members and Fellows use the practicing title of ‘Taxation Technician’ or ‘Taxation Technician (Fellow)’ and the designatory letters ‘ATT’ and ‘ATT (Fellow)’ respectively.

JUNE 2013 ACCOUNTEX

www.docusoft.net

The UK’s only ICAEW accredited document management system Docusoft is a powerful yet simple to use document management system. The leading resource in the professional services arena.

Reasons why Docusoft is the UK’s leading document management system for professional services: •

Simple - (easy to use)

•

Speedy search facility - (find documents quickly)

•

Cloud based - (accessible 24/7 anywhere, anytime)

•

Auto creates impressive PDF booklets - (accounts, management reports)

•

Add notes and paperclip documents together - (helps organisation)

•

Low hassle, seamless integration - (aligns with your current systems seamlessly)

•

Simple to implement - (system can be up and running within hours)

Why Use Docusoft?

Other benefits

•

Simple to use

•

Increases added value services

•

ICAEW accredited

•

Creates more office space

•

Seamless and speedy integration

•

Removes storage headaches

•

Enhances compliance

•

Back up and recovery easily managed

•

Improves productivity

•

Automation and monitoring

It is hard to work out now just how much paper we have saved but in the very first year we calculated we saved around 20,000 sheets. Space saving and filing reduction wasn’t such an issue for us back then but would have become one if we hadn’t used the system when we did. Kevin Salter, Glover Stanbury Chartered Accountants

Docusoft - Guaranteed to make your document management simpler

Find out how DocuSoft can help your business… Phone: 0800 061 2515 | Email: info@docusoft.net | Web: www.docusoft.net

DISCOVER THE SECRETS

TO PROFIT AND GROWTH

www.practicepro.co.uk AN INTRODUCTION TO PRACTICEPRO THE SECRET TO PROFIT AND GROWTH PracticePro is the ultimate accountancy toolset designed with the sole purpose of helping to grow and improve your practice. After researching the current market, Mulbury Hamilton felt that there was a need for a contemporary accountancy association which offered its members excellent value for money and an extensive list of quality services. Their new association - PracticePro - is set to revolutionise the accountancy profession. Award-winning Mulbury Hamilton, one of the largest and most successful independent tax boutiques in the UK, understands the importance of keeping up with the times. This is why thorough research, client surveys and meticulous planning has gone into developing a modern day accountancy association which puts its members at the heart of it, offering them the tools and support needed to develop their practice and achieve a lifestyle to which they aspire. PracticePro provides its members with state of the art cloud based software solutions to dramatically increase profitability. With innovative software designed to make time consuming tasks a thing of the past, members

will have the chance to utilise their time more constructively. PracticeProâ&#x20AC;&#x2122;s added value benefits will also enable you to generate more fees and ensure that you increase your gross recurring revenue. Furthermore, members will be updated with regular practice news, be informed of any new software available, receive advice on how to minimize taxation and gain valuable ideas on how to add value to your practice and your clientsâ&#x20AC;&#x2122; business. The beauty of PracticePro is that it works for you and with you. With regular feedback, PracticePro listens to what you want to see, what you want to achieve and provides the tools specifically tailored to meet your expectations. Creating an immersed, supportive and enthusiastic community, PracticePro fully engages with its members and also provides a forum page. Whether you need some advice or want to offer your own wisdom, whether you need some inspiration or want to inspire; PracticePro offers you the opportunity to interact with those who share your accountancy interests.

Revolutionary PracticePro is currently offering free membership. PracticePro: Supporting and developing accountancy growth.

Find us on Stand A234

Contact: info@practicepro.co.uk www.practicepro.co.uk Tel: 0871 789 9988

Minimum Risk Maximum Gain Our mission is to deliver a low cost, high quality, R&D Tax Credit technical scoping and justification service to the accountancy profession and their clients.

Benefits: • Create revenue opportunity for accountancy firms. • Take away the pain from the claim. • Strong in identifying technological and scientific advances and uncertainties. • Uncover maximum R&D qualifying expenditure – often in previous claims that can be corrected.

www.RandDTax.co.uk Tel: 0203 393 0656

"We have introduced several of our Clients to RandDTax. They have been delighted with the efficient service and support in maximising their claims. We find RandDTax to be responsive, supportive and they really work well, alongside us, re-enforcing the service we offer to our Clients."

Steve Butler BA(Hons), FCA, Partner, Haines Watts Accountants

Creative: www.parkhouse-evans.co.uk 13_0131

• Vast industry sector expertise. • 100% claim success rate over 11 years. • No conflict of interest – we work with accountancy firms. • Our Business model and well established methods help us to be least expensive in the sector – often by more than 50%. • Over 1000 successful project claims.

DNT Chartered Accountants are a UK Firm of Chartered Accountants. We are based in Northern Ireland, with offices in Belfast, Antrim & Rathfriland. We are one of the Province’s leading independent Firms of Chartered Accountants.

Outsourcing

For Your Practice

Northern Ireland has perhaps the lowest cost base of any region in the UK. As a result our overheads are substantially lower than most UK rates, probably as little as one third. But, our Chartered Accountants are technically equal to those anywhere in the UK. Sourcing staff from us allows you access to qualified, trained staff at a fraction of your local rates.

We can: • Lower your cost base; • Increase flexibility; and • Increase YOUR profitability. Engage us as your outsource provider & you earn your local fees but with Belfast overheads, increasing your profitability & competitiveness. We can make our staff available either at your premises, your client’s or at ours to provide the following accounting & tax services:

• • • • • • •

Staffing audits Accounts Production Tax Return Production Corporation Tax Filing under IXBRL Payroll Processing VAT Returns Book Keeping

We have a dedicated team of Chartered Accountants & Chartered Tax Advisors waiting to assist you. Contact: Mike Nangle, Managing Director

Tel: 028 90 32 00 39

Email: mike@dntca.com

HOW TO GET THERE With three dedicated Docklands Light Railway (DLR) stations, easy access to the London Underground (Jubilee line), parking for 3,700 cars and London City Airport on our doorstep, getting to ExCeL London couldn’t be easier. When you arrive at the venue you can use either entrance but ExCeL West is the closest to the event entrance.

By Tube & DLR Station: Custom House (ExCeL West) The Jubilee Line is recommended as the quickest route to ExCeL London. Alight at Canning Town and change onto a Beckton-bound DLR train (not Woolwich Arsenal), for the quick 2-stop journey to Custom House for ExCeL (West). ExCeL London is located in Zone 3. London Underground tickets are valid on the DLR. It is recommended that visitors purchase a return ticket or an All-Day Travelcard to avoid queuing at the end of the day. Oyster Card users are reminded to touch in and out at the card readers onsite to avoid paying excess fairs.

By Rail As the Capital of the United Kingdom, London is connected by rail to all major cities in Great Britain. In addition Eurostar operate regular train services to Brussels and Paris operating from St Pancras International. London’s main rail terminuses are Charing Cross, Euston, Kings Cross/ St Pancras International, Liverpool Street, London Bridge, Marylebone, Moorgate, Paddington, Victoria and Waterloo. For the quickest route to ExCeL London by public transport from any rail station (or anywhere else) in London we recommend the Transport For London journey planner which can be found online at www.tfl.gov.uk

By Road When driving to ExCeL London, follow signs for Royal Docks, City Airport & ExCeL. There is easy access from the M25, M11, A406 and A13. For Sat Nav purposes, we recommend using postcode E16 1DR The venue is located outside the Congestion Charge Zone. For a map of ExCeL London’s location, please visit www.streetmap.co.uk and search using ExCeL London’s postcode - E16 1XL.

Parking ExCeL London offers onsite parking for 3,700 cars including over 2,000 spaces located directly beneath the venue. For detailed information on ExCeL’s parking facilities, please visit www.excel-london.co.uk/visitingexcel or call+44 (0)20 7069 4568 (within office hours). All onsite parking is pay and display, with the exception of the Royal Victoria multi-storey car park. ExCeL London offers 158 disabled parking spaces, located within close proximity of the venue.

By Air ExCeL London is simple to get to from London’s 6 main airports; London City, Heathrow, Gatwick, Stansted, Luton and Southend; via DLR, London Underground and mainline rail services. London City Airport is located 5 minutes from ExCeL London by car or taxi. In addition, the DLR links the airport and ExCeL London, via Canning Town. Frequent and direct shuttle buses run from Canary Wharf and Canning Town, to and from the airport. For further information or to book a flight, please visit www.londoncityairport.com.

| ACCOUNTEX JUNE 2013

ACCOUNTEX 2013

Sainsbury’s

ACCOUNTEX 2013

JUNE 2013 ACCOUNTEX

ONE STOP SHOP

FOR ALL OUTSOURCING NEEDS OF ACCOUNTING FIRMS

OUTSOURCING EXPERTS

SandMartin is one of the longest established accounts outsourcing services provider, servicing Proprietorship to top 20 Accounting Firms in the UK with a team of 150+ employees.

STA A40ND 1

We provide managed solutions in areas of Bookkeeping, Management Accounts, Accounts Finalization, Corporate & Individual Tax Returns, Trust & Payroll work from our ISO 9001 (Quality Management System) & ISO 27001 (Information Security Management) certified offices in Delhi/Noida & Mumbai. SandMartin’s accolades in different magazines viz. CA Magazine (ICAS), Corporate International, Accountancy Age, Journal of Accountancy AICPA, etc. speak volumes about achievements and a solid standing in Finance & Accounts Outsourcing market.

• •

Reliable and scalable service provider Improve your margins by up to 50% Innovative web portal and a unique transition tool i.e. Client Specification Builder (CSB) Quicker TAT with proven system Variety of outsourcing models as per your requirement

We have proficiency across all major accounting softwares used in the industry.

Special Free Test Case Offer (up to 15 hrs) For ACCOUNTEX - 2013 Delegates Contact: Sunil Goel (CEO): 0790 851 7014, Sagar Ahuja (AVP) : 0794 912 7112 info@sandmartin.com

0800 097 4145

Having previously experienced difficulties with another service provider, we took a very cautious approach in selecting a replacement provider, including looking at a number of firms & carrying out detailed due diligence on these firms. The selection of SandMartin has proven to be a good decision. I am pleased to say that we see SandMartin as very much an extended part of our team. Anthony Boronte BRAL Ltd., Blick Rothenberg

ADVANTAGES FOR YOU • • •

WHAT OUR CLIENTS HAVE TO SAY!

www.sandmartin.com

Language is no barrier with SandMartin as they are wellversed in English language. Their systems ensure consistency of service and feedback that is instantly acted upon. The quality of our work has dramatically increased now I can leave SandMartin to give me a tidy, accurate work file with excellent audit trails. Jessica Pillow Pillow May Ltd.

EXHIBITOR LISTINGS 2020 Innovations Limited

Accountancy Marketing

Stand number A130

Stand number A105

The 2020 Group is a leading voluntary membership organisation for progressive accountants and tax professionals. We have members in the UK, Ireland, USA, Canada, South Africa, Slovak Republic, Cyprus and Australia.

We provide digital and direct lead generation services to the accountancy sector. These services include; Google AdWords, Telemarketing, Online Advertising, Search Engine Optimisation, Email Marketing, and IP Lookup Software.

0121 314 2020 www.the2020group.com

02392 704333 www.accountancy-marketing. co.uk

Abbey Tax Protection Stand number A336 Abbey Tax works in partnership with accountancy firms to provide added value products and services designed to work seamlessly with accountancy practices and their clients. From Fee Protection Insurance through to Capital Allowances Surveying, Abbey Tax has a service that helps. 0845 223 2727 www.abbeytax.co.uk

AccountApps Stand number A218 AccountApps provide compliance and productivity software for accounting firms. We are pioneers in cloud-based delivery, allowing people in practice to work from wherever they are with whatever devices they prefer. We currently provide workflow, taxation, practice and document management. 07885 731511 www.accountapps.co.uk

ACCA Stand number A400 (The Association of Chartered Certified Accountants) is the global body for professional accountants. We offer business-relevant, firstchoice qualifications to people of application, ability and ambition around the world who seek a rewarding career in accountancy, finance and management.

Acorah Software Products (TaxCalc) Stand number A338

020 7059 5000 www.accaglobal.com

With a 30 year heritage, TaxCalc has been providing tens of thousands of customers with reliable and trusted tax and accountancy software. Our new, integrated suite of products for accountancy practices includes our free Practice Management module worth £120. Affordable integration is now a reality

AccessPay

0845 5190 882 www.taxcalc.com

Stand number A100 AccessPay provides next generation cloud based solutions that transform Payments, Cash Management and Treasury systems. We’ll put you in total control of payments, and give you anywhere, everywhere access, because once you see more, you can do more. +44 (0) 203 282 7152 www.AccessPay.com

| ACCOUNTEX JUNE 2013

AdvanceTrack ® Outsourcing Stand number A103 Professional Outsourcing Delivered by an ICAEW Member Firm run by UK Chartered Accountants. ISO27001 & ISO 9001 certified company. Services provided include: Accounts Production Personal and Corporation Tax Returns

HMRC Recognised iXBRL Tagging Bookkeeping RTI Compliant Payroll

tions, and providing first-class, tailored services for our members around the world.

024 7601 6308 www.advancetrack.co.uk

0191 493 0277 www.aiaworldwide.com

Affilica InPractice Software

ATT

Stand number A230 Alliance of independent firms of Accountants and Lawyers who refer their clients’ out-of-country work to each other. Worldwide marketing stimulates new client enquiries and provides global status. InPractice Audit Manual: The Cost-Effective Method reduces audit work time by 40%. 01323 722106 www.AFFILICA.com

AML250 Tax Network Stand number A330 AML250 provide knowledge and analysis to accountants and tax professionals, to ensure that member firms keep pace with the ever changing landscape of tax law and practice. We provide detailed analysis of the very latest tax planning strategies available and the providers of those strategies. 08450040250 www.aml250.com

AMP Limited Stand number A242 Accountancy Marketing Professionals are marketing specialists who identify and bring in genuine prospects across the UK looking to exchange their accountant. 0203 195 4140 www.amp-limited.com

Association of International Accountants (AIA) Stand number A226 AIA is an international body for professional accountants. We create world class accountants; through offering high-standard, relevant and innovative qualifica-

Stand number A340 Founded in 1989, the Association of Taxation Technicians is a charity and the leading professional body for those providing UK tax compliance services and related activities. 02073400551 www.att.org.uk

AVN Stand number A437 Why not come and visit us at Stand A437 for your free personal invitation to one of our acclaimed Proactivity seminars. AVN is an association of accountants who believe there’s a better way to do things. 08444143192 www.avnchangingthenumbers.co.uk

BankLink Stand number A220 BankLink securely provides electronic client bank statement data enabling accountants to efficiently produce accounts and streamline processes. Our software automatically codes transactions, quickly produces reports and can integrate with other accounting packages. Visit our stand at Accountex or contact us to see how BankLink can save you time, money and stress. 0800 500 3084 www.banklink.co.uk

BCMS Corporate Ltd Stand number A440 BCMS is the UK market leader in selling private companies (source Experian M&A). Through our unique Partnering Program, we already partner with 1,600 professional practices. Visit our stand to discover: how you can benefit

ACCOUNTEX 2013

EXHIBITOR LISTINGS from our generous Partnering Program referral scheme, free marketing support. 01635299616 www.bcmscorporate.com

Big Hand Stand number A403 BigHand’s digital dictation, speech recognition and smartphone apps are used by over 170,000 professionals globally to enable faster response times to clients, reduce costs and enhance productivity. 0207 940 5900 www.bighand.com

Bloomsbury Professional Stand number A240 Bloomsbury Professional specialises in publishing high-quality tax and accountancy information that’s easy to find your way around and at a price you can afford. From online services and eBooks to traditional books, newsletters and journals, we have something to meet your information needs. 01444 416119 www.bloomsburyprofessional. com

Bookaxis

the globe. By 2021, nearly 8 billion electronic payments are projected to be made annually one in three non-cash payments. As the importance of electronic payments to your organisation grows, Bottomline will help you streamline your payments process, mitigate risk, improve control and drive down costs. 0870 081 8250 www.bottomline.co.uk

0845 009 5188 www.bookaxis.com

Bottomline Technologies Stand number A406 Bottomline Technologies provides collaborative payment, document automation and invoice solutions to organisations across

CIMA

Stand number A304

Stand number A118

CA Tax Solutions is a specialist capital allowances company, carrying out retrospective, current and new build capital allowances claims. We achieve significant tax relief by identification and valuation of fixtures contained within commercial properties.

CIMA, the Chartered Institute of Management Accountants is the world’s largest and leading professional body of management accountants, with 203,000 members and students in 173 countries.

0300 303 1903 www.cataxsolutions.com

Bridge Newland Ltd Stand number A104 Bridge Newland are Insolvency Practitioners with a family setup whose focus is to provide a personal approach to Business Recovery & Insolvency. 01788 544 544 www.bridgenewland.com

CABA Stand number A108 CABA provides free, confidential and impartial advice and support to trainee, current and former ICAEW chartered accountants and their families. We can provide emotional support, information, debt advice, financial assistance, training, legal advice and career coaching. +44 (0) 1788 556 383 www.caba.org.uk

Stand number A250 Bookaxis covers over 150 industries, stocks more than 350,000 titles and is known as the book provider of choice for industries spanning from accountancy to IT, management to engineering. Offering free delivery, same day despatch options and corporate accounts, talk to the Bookaxis team today.

Catax Solutions

CaseWare UK Stand number A410 The leading supplier of financial reporting and paperless audit solutions to accountants in commerce, practice and the public sector in 130 countries. Solutions include: accounts production with automated iXBRL, specialist accounting templates, paperless audit, interactive mercia disclosure checklists, IFRS accounts production, corporation tax, academies accounts production & audit, time and billing and cloud solutions. www.caseware.co.uk 01622 355200 01622 355200 www.caseware.co.uk

CCH, a Wolters Kluwer business Stand number A324 CCH, a Wolters Kluwer business, is the only global provider to specialise in providing information, software and services to tax and accounting professionals in business and practice. Supporting our clients across the fields of tax, accounting, audit, financial & business and practice development. 0844 561 8181 www.cch.co.uk

Celaton Limited Stand number A402 Delivered as a service,inSTREAM is the automated data entry software that delivers guaranteed perfect input into your accounting system. Paper-based invoices, receipts, faxes or email attachments, inSTREAM takes them all,extracting and delivering the key content with a minimum of human intervention. 0844 245 8000 www.celaton.com

Certified Public Acountants Association Stand number A224 The Certified Public Accountants Association is a professional accountancy body whose members are primarily in public practice. Our aim is to help, support train and regulate accountants in public practice.For further information please visit our website or e-mail enquiries@acpa.org.uk 0161 834 5998 www.acpa.org.uk

ACCOUNTEX 2013

020 8849 2251 www.cimaglobal.com

CIOT Stand number A340 The CIOT is the leading body in the UK for tax professionals dealing with all aspects of taxation. One of our key aims is to achieve a more efficient and less complex tax system for all. Membership of the CIOT is by examination; nationally recognised as the gold standard of UK taxation education. 020 7340 0550 www.tax.org.uk

Clarke Bell Ltd (Insolvency Practitioners) Stand number A252 Clarke Bell are Licensed Insolvency Practitioners & Business Re-Start Specialists, based in Manchester. Specialists in Members Voluntary Liquidations (MVLs) for solvent companies, we also resolve debt problems and cashflow issues for small and medium-sized businesses, sole traders and individuals 0800 195 6768 www.clarkebell.com

Company Registrations Online Limited Stand number A318 Company Registrations Online, established in 1993 are a leading UK company formation, company secretarial and corporate service provider. Our fully managed company secretarial and corporate governance service, ‘CompanyView’, ensures your limited company and statutory records are always up to date. 0161 440 8884 www.companyregistrations.co.uk

JUNE 2013 ACCOUNTEX

EXHIBITOR LISTINGS Creditsafe Business Solutions

e-conomic UK Online Solutions Limited

Stand number A422

Stand number A244

At Creditsafe we pride ourselves on making your life easier and therefore offer a professional yet easy to use product range that allows the whole of your company to work towards an environment free from the threat of bad debt. Within the UK alone Creditsafe now has over 27,000 customers ranging

e-conomic is an online accounting system that is used by over 100,000 companies and accountants around the world from small businesses to top ten accounting firms. Since 2001, e-conomic has developed into the ideal partner for businesses looking for flexibility, functionality and freedom to determine where and when their accounts should be managed. In 2011, e-conomic produced a turnover of approx. 7.9 million GBP. Based in Copenhagen, Denmark, e-conomic has offices around Europe and is currently adapted to 9 different countries, with users in more than 50 countries and more than 100 employees.

0800 0778759 www.creditsafeuk.com

Dentons Pension Management Limited Stand number A426 Dentons Pension Management Limited is one of the UK’s leading specialist providers and administrators of self invested pension products, both SIPPs and SSASs. These are particularly useful for owner managed businesses enabling Dentons to provide innovative retirement solutions. 01483 521521 www.dentonspensions.co.uk

Docusoft Ltd. Stand number A420 DocuSoft provide leading-edge document management solutions mainly to Accountants and Insolvency Practitioners. Our ICAEW accredited solution delivers significant benefits - we aim to improve efficiency, enhance compliance, and save time and money. Docusoft uses industry standard architecture to provide an Out-of-the-Box’ solution for a central store of all documentation. 01276 482 855 www.docusoft.net

economia

08456 800 471 www.e-conomic.co.uk

Employer Services Ltd Stand number A102 esl payroll services launches PaySuite a true SaaS solution. It provides all the features you need to process your payroll. There are no setup or upgrade fees and provides unlimited client support. Access anywhere online. - Grow your practice and run you payroll bureau with ease 01628 526304 www.employerservices.co.uk

Exact Online UK Stand number A300 Exact Online is one of Europe’s leading accounting, CRM and industry-specific solutions for SMEs in the Accountancy, Manufacturing, Professional Services and Wholesale Distribution sectors. +44 1784 221200 www.exactonline.co.uk

Stand number A539 economia covers the essential issues, news and analysis relevant to those in business, finance and accountancy 0207 936 6983 www.economia.icaew.com

| ACCOUNTEX JUNE 2013

First Intuition Stand number A424 First Intuition offers classroom and online/home study courses for the ACCA, CIMA, AAT and ICAEW qualifications. As a CIMA

Learning Quality Partner and an ACCA Platinum Level Approved Learning Partner you can be assured of the very highest quality service in whichever qualification you choose. 02073239636 www.fi.co.uk

and professional practices who currently benefit from our ‘office anywhere’ cloud solution. 020 3239 6181 www.hosteddesktopuk.co.uk

ICAEW Stand number A539

FreeAgent Stand number A247

ICAEW is a world leader of the accountancy and finance profession.

FreeAgent is award-winning online bookkeeping and accounting specifically designed for small businesses and freelancers.

+44 (0)1908 248 250 www.icaew.com

0131 447 0011 www.freeagent.com

ICAS

GAAP Stand number A305 GAAPweb is the UK’s leading job site for finance and accountancy professionals, with over 122,000 unique users per month. With roles from Part Qualified Accountants through to Finance Directors, GAAPweb offers job opportunities throughout your career. 0207 348 5010 www.GAAPweb.com

Stand number A254 ICAS is a professional body for over 19,000 world class business professionals who have achieved the internationally recognised CA qualification. We currently have around 3,000 students striving to become the next generation of CAs with support from our expert staff and authorised employers. 0141 272 2614 www.icas.org.uk/about_icas

ICPA Limited Stand number A238

Graphical Financial Analysis Stand number A408 Web-based software that brings any set of financial accounts to life by converting the balance sheet, cash flow and profitability into easy-to-understand graphs and narrative. +353 878 361 680 www.graphicalfinancialanalysis.com

The ICPA is a professional organisation run by Accountants in Practice for ALL Accountants in Practice whatever their Institute membership or indeed if they are qualified by experience. We offer a huge range of over 30 membership benefits targeted at the small accountancy practice. 0800 074 2896 www.icpa.org.uk

Innvisage Stand number A251

Hosted Desktop UK Limited Stand number A412 Hosted Desktop UK (HDUK) provides cloud computing services to accountants across the UK. Our team have over 25 years’ experience in the accountancy sector and in excess of 1,500 users in over 160 accountancy

Innvisage provides technology solutions focused on generating realtime business intelligence for quick and informed decision making in your Accountancy practice. Our experts will configure your systems to feed into QlikView Business Discovery providing a 360degree overview of your business. 0845 117 0040 www.innvisage.co.uk

ACCOUNTEX 2013

EXHIBITOR LISTINGS Insight Marketing International Ltd Stand number A536 Looking for new, profitable clients? Our specialist team can help your practice grow through online and offline solutions. That have been tried, tested and proven to work. From Apps, Mobile Sites, Digital Marketing to offline marketing, consultancy and training. 0800 8030826 www.salesforaccountants.com

Institute of Financial Accountants A128 The Institute of Financial Accountants (IFA) is an internationally recognised professional accountancy membership body, whose members work for small and medium-sized enterprises (SMEs), or who run or work in small and medium-sized accounting practices (SMPs) that advise SMEs. 01732 458080 www.ifa.org.uk

KashFlow Stand number A414 KashFlow provides intuitive, easy to use online accounting software for small business owners. As well as automating time consuming tasks like repeat invoicing, repeat billing and sending out overdue payment reminders, we offer 24 hour email support and integrate with other services like PayPal and e-commerce platforms to make running your business easier. 0800 848 8301 www.kashflow.com

financial efficiencies. Online, on the move, in print, in person, in an increasingly complex, fast-changing world, we will always talk to you. Never above you. Find out more at www.tolley. co.uk 0845 370 1234 www.tolley.co.uk

Lindenhouse Software Ltd Stand number A216

Mattioli Woods plc Stand number A320 Mattioli Woods plc is one of the UK’s leading providers of pension consultancy and wealth management services, advising over 5,000 clients throughout the UK and with assets under advice and administration in excess of £3.2 billion. 0116 2408700 www.mattioli-woods.com

Mercia Group Ltd Stand number A210

One simple way to keep more money in the bank, and more time focused on success: Do away with data entry of your receipts & invoices by sending them to Keebo. We scan and extract all the key information - and keep them securely stored on the cloud. You can then download spreadsheets or export into y

Lindenhouse specialise in providing document management & portal solutions to the Accountancy Sector at an affordable price. With over 2,500 installations, Lindenhouse have a huge experience and understanding of how to help practices ‘go paperless’. Our Virtual Cabinet solution includes a fully integrated document portal, providing secure client document publishing and audited client sign off, that has revolutionised Tax return sign off.

0207 348 3433 www.keebo.com

0845 1661 165 www.virtualcabinet.co.uk

Middleton Carr Photography

Keebo Limited Stand number A416

Intuit

We are established providers of client publications and marketing solutions for accountancy firms. We have been providing high-quality client communication for over 25 years and have a true understanding of the needs of accountants in practice. Come and visit us on stand A210. 0116 2581200 www.mercia-group.co.uk

Stand number A302

Stand number A444 Intuit provides accounting software and services for small businesses, helping them get to grips with their finances, keep good records and become more efficient. Intuit is the global market leader in small business accounting software with 4.5 million active QuickBooks customers worldwide and also the top selling small business accounting software in the UK 0808 168 4296 www.intuit.co.uk

IRIS Software Group Stand number A200 IRIS provides business critical software and services to the UK accountancy sector. For 30 years IRIS have provided the leading compliance solutions in the sector and also offer an expanding range of applications delivered as a service from the cloud, giving our customers choice and flexibility. 0844 815 5555 www.iris.co.uk/accountants

ACCOUNTEX 2013

Leonard Curtis Business Solutions Group

London School of Business and Finance (LSBF)

Stand number A114

Stand number A535

Leonard Curtis Business Solutions Group is the UK’s only dedicated advisory firm specifically aimed at providing debt and funding solutions for UK SMEs.

London School of Business & Finance offers industry-focused programmes designed to reflect global market trends. LSBF attracts the most talented and ambitious candidates from more than 150 countries worldwide, and works together with its corporate partners to develop programmes structured with an

020 7535 7000 www.lcbsg.co.uk

Lexis Nexis Stand number A332 Tolley is the tax and accountancy business of LexisNexis. We are the UK’s only provider of practical tax and accountancy guidance, indepth reference material, groundbreaking training and learning resources and unique market insight. Established in 1916, when Charles Tolley created the world’s first tax table, Tolley has a long established history of working in partnership with the accountancy profession to facilitate an adherence to best practice and deliver

020 3535 1122 www.lsbf.org.uk

Ltdonline Ltd Stand number A434 Ltdonline Ltd - company formation software for the professionals with no capital outlay. Deal directly with Companies House. Form your companies within hours! 01926 857028 www.ltdonline2.com

Commercial photographers specialising in a range of photography services designed for businesses including event work, PR, press photography and professional services. We are delighted to be the official show photographers for Accountex 2013. 01539 436 264 www.middletoncarr.com

Modular Sign Systems Ltd Stand number A303 Manufacturers of REGISTERED OFFICE SIGNBOARDS. Ensure that you or your clients comply with the Companies Act by displaying all registered names at registered offices. We have helped many accountancy firms to keep clients within the law, whilst at the same time impressing visitors to their offices. 01582 762079 www.modularsignsystems. co.uk

JUNE 2013 ACCOUNTEX

EXHIBITOR LISTINGS PracticePro

OCREX

Stand number A234

Stand number A306

Established in 2001, Mulbury Hamilton is one of the largest independent tax boutiques in the UK. It delivers innovative and exclusive corporate and personal tax planning structures in today’s challenging economic environment.

OCRex develops OCR software products. Our bank reconcilitation product AutoRec, automates the process of performing bank and accounts preparation from scanned images of paper bank and credit card statements. is tailor made to address specific business pains for accounting practices. AutoRec saves 90% of the time taken to carry out accounts preparation by accountants and bookkeepers on behalf of their paper based or “shoebox” clients. It removes the manual data entry requirement and also provides automation in the reconciliation and analysis of the data. AutoRec can extract all the transactional data from your scanned paper statements and recognises, interprets, consolidates, cleanses and formats the data before automatically reconciling Cheque Payments, sorting, categorising and sub-totalling receipts and payments with their appropriate tax rates, preparing for you a full set of analysed accounts in a fraction of the time normally taken to complete this task. The data can then be exported straight to the accounts production software package that the practice is already using.

0871 789 99 88 www.mulburyhamilton.com

Mvine Limited Stand number A326 Mvine is a leading provider of solutions designed to help organisations provide secure and easy-to-use portals in the cloud. Our combination of Softwareas-a-Service technology and professional services enables teams to work safely outside the firewall with partners, clients and suppliers. 2083924820 www.mvine.com

MyFirmsApp Stand number A537 Get an App for your practice, give it away free to your clients and prospects and change the way your firm interacts and communicates forever. This leading app is available a low cost and will position your firm as technologically advanced. Visit us online or call to arrange your free 1:1 app demo. 0800 8030826 www.myfirmsapp.co.uk

Oakdale Financial Services Ltd Stand number A212 Oakdale provides holistic financial planning for the changing financial needs of the individual, family or business. Good financial planning should start today, and should not be left until tomorrow’. The reason for this is simple, failing to financially plan now, is planning to fail in the fut 020 8166 8263 www.oakdalefinancialservices. co.uk

| ACCOUNTEX JUNE 2013

+44 20 3393 3058 www.ocrex.com

OneE Group Limited Stand number A448 Boutique Tax Consultancy offering consulting and fiduciary services. OneE Group specialise in advising clients alongside their accountants and professional advisers. Areas of expertise include Profit Extraction for Corporate and SMEs and Property and Estate Planning for high net worth individuals. 01204 559914 www.oneegroup.com

Optegra Financial Stand number A430 being different is good, being better is key..’ OptegraMRP creates a detailed re-

porting pack from ANY Sage data in Excel in under 30 seconds. The only fully automated Sage reporting pack available on the market. With no install, no complicated set-up and no worry about amending complex temp 2380438533 www.optegra-financial.co.uk

PASO Europe Ltd Stand number A218 PASO is an enterprise level practice management system for accounting and service organisations. It is highly configurable and designed for cloud based or on-premise operation, accommodating the business needs of multi-company, multi-entity firms for time recording, billing and contact management. + 44 (0)20 8869 1126 www.pasosoftware.com

Pegasus Software Stand number A337

Pillar Software Ltd Stand number A228 Profess Time Manager from Pillar Software is the leading cloud Timesheet and Time Management System built, supported and hosted in the UK. Pillar Software has been producing state of the art time recording solutions for over 28 years, and Profess Time Manager is used by over 18,000 people in the +44 (0) 1531 822622 www.profess.co.uk

Platinum Portfolio Builder Stand number A132 Platinum Portfolio Builder (PPB) is a business that builds and manages property portfolios for people who want to invest in property but who don’t have the time, knowledge or inclination to do it themselves. It allows passive investors to have a UK property portfolio built and managed on their behalf.

Pegasus Software is an award winning supplier of accounting, business software and payroll software solutions. Opera 3 is a complete business solution: it can be fully integrated throughout your organisation, eliminating the need for separate finance, payroll, CRM or service systems.

01226 732606 www.platinumportfoliobuilder.co.uk

0800 919 704 www.pegasus.co.uk

Platinum Property Partners (PPP) is the fastest growing premium franchise in UK history. PPP is a BFA accredited business franchise that enables its clients to buy, refurbish and rent out residential UK investment property that achieves Gross Yields of 11%+.

PI LTD Stand number A120 PI LTD was licensed and incorporated in Malaysia in 2002 and is regulated by the Malaysian Labuan Financial Services Authority (LFSA). The business has grown by providing clients with ongoing portfolio & tax reviews on a regular basis, wherever in the world they may be, along with Trust advice. 00603 6203 2568 www.piglobal.net

Platinum Property Partners Stand number A316

01202652100 www.platinumpropertypartners.co.uk

Positive Solutions (Financial Services) Limited Stand number A544 Establishing a successful relationship with an Independent Financial Adviser (IFA) can help broaden the service you offer your clients whilst also creating a new source of income for your business. Visit our stand to see the marketing

ACCOUNTEX 2013

EXHIBITOR LISTINGS material we provide to help spot and generate the opportunities. 0871 700 0010 www.thinkpositive.com

Practice Track Stand number A210 We are established providers of client publications and marketing solutions for accountancy firms. We have been providing high-quality client communication for over 25 years and have a true understanding of the needs of accountants in practice.

0117 932 7812 www.practicetrack.co.uk

PracticeWEB Stand number A246 PracticeWEB design, build and run unique websites for accountants and financial planners. Our quality designs are backed up with powerful online content including daily updated news, articles, and SEO. We can also help with your social media, mobile website and help save you time and effort with our secure document exchange. Everything we do is focussed on making sure you stand out from the crowd. 0117 314 9302 www.practiceweb.co.uk

Our financial accounting solution has been chosen by over 1000 organisations in 45 countries. +44 (0) 1733 367 330 www.psfinancials.com

business wear that fit better than anything off the rack - For a better price than off the rack clothing. Have your clothes custom made to measure in the Best Fabrics and the Latest Styles!

Qtac Solutions Ltd

44 020 3239 0756 www.ravistailor.com

Stand number A232 For nearly 20 years Qtac has provided innovitive payroll solutions and is at the forefront in the development of Real Time Information (RTI) HMRC recognised software. Our speciality is Bureau software for the accountancy & payroll professions

Stand number A214 Premiere Picture is an independent film finance company specialising in business opportunities for high net worth individuals and companies. Our core objective is to maximise returns to our clients through participation in the potentially lucrative business of film production and exploitation. 01273 766399 www.premierepicture.com

01179353500 www.qtac.co.uk

QuickEasyQuote

0871 284 3446 www.relate-software.com

Stand number A542 QuickEasyQuote offer a web based platform which enables unlimited users in your firm to produce branded fixed fee quotes for customers within minutes. It is simple to use and available at a fixed fee of £30 + VAT with no long term contract. Visit our stand for a demonstration or contact us. 01522898119 www.quickeasyquote.co.uk

QX LTD Dedicated to assist UK accountancy practices to lower operational costs and achieve quicker turnaound times whilst freeing up valuable resources to focus on more profitable areas of work. QX Accountancy Services provides practices with a range of services from bookkeeping to payroll to VAT returns. 0870 803 1033 www.qxltd.com

Ravis Custom Tailor Stand number A101

PS Financials Ltd Stand number A248 PS Financials is the author of award-winning accounting, purchasing, budgeting and reporting software.

ACCOUNTEX 2013

Stand number A550 Award Winning CRM, Practice Management & Compliance Software For Accountants In Practice. Relate Software is one of the largest suppliers of software to the accountancy profession with more than 5000 accountants using our solutions on a daily basis.

Stand number A432

Premiere Picture

Relate Software

Welcome! Order custom clothing online or get fitted for Custom Suits, Dress shirts and more on our Custom Tailoring roadshows. Our expert tailors make custom clothes, custom suits, custom shirts and other custom made

Saasu Stand number A436 Saasu is an online software company with customers in over 50 countries around the world. Operating since 2000, our product plays host to millions of transactions each year worth billions of pounds. 44 (0) 7557377928 www.saasu.com

SandMartin Outsourcing Experts Stand number A401 SandMartin is one of the longest established Outsourcing service provider to UK Accounting firms with offices in New Delhi/Noida and Mumbai, India, with a team of 150 plus employees. We are an extension of a successful accounting firm operating in India... +91 120 4033000 www.sandmartin.com

Secure Virtual Office Stand number A428 If you want to take the best care of your Clients, manage prospects effectively and build your business steadily then come and talk to us about our performance enhancing solutions. In partnership with DocuSoft and Flightdeck, we are launching a unique new Practice Management Suite at Accountex. Reduce costs, improve your performance and enjoy the results. Be sure to visit us on Stand A454 0845 130 6063 www.securevirtualoffice.com

Sheffield City Region Inward Investment Stand number A253

Sage Accountants’ Division Stand number A312 With over 30 years’ experience, and a strong emphasis on software development and support, we focus on supporting accountants in practice and their clients, by providing a wide range of products and services that help in the day-to-day running of a successful business. Today, we have over 250 people dedicated to delivering software specifically for use in practice, including accounts production, taxation and practice management software. Through a combination of our people, products and service 0845 111 1111 www.sage-exchange.com

Sheffield City Region Inward Investment team offer support to investors and their intermediaries to locate, grow and succeed. Sheffield City Region benefits from the fDi rated # 1 Enterprise Zone in the UK, offering Enhanced Capital Allowances and business rate relief. Combined with the government recognised ‘national asset’ of the Advanced Manufacturing Park, featuring a new Rolls Royce blade casting facility, the region provides an ideal base for business to flourish. The region has distinct strengths in advanced manufacturing, logistics, business and professional services and the creative and digital industries. 0114 254 1313 www.SCRinvest.com

JUNE 2013 ACCOUNTEX

EXHIBITOR LISTINGS SIRE Technology Ltd

SurveyMe

Tikit Group Ltd

Workplacelive.com

Stand number A540

Stand number A301

Stand number A245

Stand number A541

SIRE Cloud can support your growth and success while your Information Systems are managed by experienced Cloud Engineers. Do you need a specific solution or investigating the cloud as an integrated solution to your organisation and need expert resolution.

SurveyMe is the official feedback partner for Accountex 2013. Delivered by a unique free mobile App (and the web), SurveyMe is the fastest, most flexible and portable way of receiving, recording and rewarding point of experience’ feedback for any business. Register for a free account no

Tikit Group Ltd is one of the largest suppliers of technology solutions and services to legal and accountancy firms. With a broad portfolio of solutions and services to match those needs, all brought together under BT, Tikit’s solutions and services span the IT spectrum including IT outsourcing, financial and practice management, time capture, content management, document production, customer relationship management and infrastructure services.

WorkPlaceLive Hosted Desktops allow users to conveniently and securely access their desktops, with all their files, software (such as Sage, Iris or CCH) and applications, on any internet enabled device (including Tablets & Smartphones) from anywhere in the world. There’s no CAPEX, licensing updates, backups and support are all included for a low cost monthly fee, which is scalable to your business needs, typically delivering cost savings of 30-50% over traditional IT services.

+44 207 400 3737 www.tikit.com

01883 333 156 www.workplacelive.com

Trax UK Ltd

Xero Software

Stand number A321

Stand number A204

Formed in 1991, the company concentrates on its expertise as providers of advanced business software solutions for Sage50 users. Products include the Analyser that automatically links Sage & Excel for full financial reporting and the Organiser a new system for document management and storage in Sage

Xero is beautiful, easy to use online accounting software for small businesses and their advisors. The company has over 100,000 paying customers and 240,000 users in more than 1000 countries around the world.

01344 758700 www.sire.co.uk

Smeebi Stand number 350 Visit Smeebi on stand 350 in the main Business Show hall for a live demonstration of how to add value to you client base through business intelligence and discuss partnership opportunities for practicing accountants. We will also be running a daily seminar on adopting the business intelligence techn 020 8123 1302 www.smeebi.com/partners

Spigraph Stand number A427 The world is going paperless! Previously the prerogative of large corporations, digitisation has gone mainstream and now applies to all, regardless of size or sector. Faced with growing volumes of paper processed daily, digitisation solves several problems at a stroke. Spigraph can help you do this. 020 3445 0364 www.spigraph.co.uk

Surfaccounts Ltd Stand number A550 Surfaccounts is the fastest online accounts package available. Update your accounts anytime, anywhere and on any device. Work with your accountant online to complete your accounts and reconciliations in seconds.

+44 (0)8435066121 www.survey-me.co

Tax Adjusters LLP Stand number A446 Taxadjusters are a specialist dedicated capital allowance company. We carry out retrospective, current year, and new build capital allowance claims, for both individuals and companies in relation to commercial properties right across the commercial sector. 01427 754466 www.taxadjusters.co.uk

Taxfiler Ltd Stand number A218 Taxfiler is a provider of cloudbased UK personal taxation solutions for accountants and other agents producing tax returns (SA100, SA800 & SA900). All taxfiler applications can either be accessed online through our hosted browser-based cloud service or for larger sites can be hosted in-house. 07521 572362 www.taxfiler.co.uk

Thomson Reuters Stand number A404 The Digita Professional Suite, from the Tax & Accounting business of Thomson Reuters, provides leading software solutions to UK accountants in practice.

0800 085 3719 ww.xero.com

01227 793200 www.traxuk.com

VAT-penalties.co.uk Stand number A438 Specialist VAT and Customs Duty Consultants - ready to help you Whatever VAT problem you have or are expecting, our highly experienced VAT consultants are ready to help you. Don’t just accept what HMRC tells you - their views can sometimes be inaccurate. We know how to mitigate the VAT pena 08458 502360 www.vat-penalties.co.uk

08450 180 906 www.digita.com

0871 284 3446 www.surfaccounts.com

| ACCOUNTEX JUNE 2013

ACCOUNTEX 2013

DIGITA TAX AND ACCOUNTING SOFTWARE MAKE YOUR PRACTICE PERFECT VISIT US AT STAND A404 OPPOSITE THE TECHNOLOGY THEATRE

Don’t miss our presentation

‘Journey to the web: Evolution not Revolution’ Max Thomas, Director of Professional Market Strategy

Moving to the web has huge potential benefits but also worrying challenges. Don’t put years of investment into your current solutions at risk by choosing the wrong web strategy. Understand how moving on to the new web platform needn’t mean losing all that has gone before it and how selecting the right strategy can mean you can take it with you.

simply contact us and quote DIGITA20

Special discount for Accountex delegates 20% OFF ANY DIGITA SOFTWARE LICENCE

By the end of the seminar you will have a better overview of the options for cloud and how by taking the journey one step at a time you will be better placed to take advantage of the new technology.

PRACTICE GROWTH THEATRE: 14:00 – 14:45 JUNE 6 ........................................................................................................................................... TECHNOLOGY THEATRE: 13:00 – 13:45 JUNE 7

” Digita software from Thomson Reuters was rated highest. What we valued most was the interaction between our employees and the Digita team. We are impressed with the software and it ticked more boxes than anyone else. It was a people thing as much as anything.” Ian Carson, Partner | Old Mill Accountants

WIN THIS

iPad mini

For the chance to win, simply enter your details into Digita Practice Management at our stand

08450 180 906 www.digita.com/accountex digita.info@thomsonreuters.com

INSOLVENCY FEES FOR ACCOUNTANTS

Insolnet allows General Practice Accountants to enter their local insolvency market without the compliance hassle and expense of an in-house Insolvency Practice. Insolnet offers a new way for Accountants to share insolvency fees Insolnet offers a new way for Accountants to share in any insolvency fees generated from one of their clients, by being able to share the work, and share the fee. It makes sense from the perspective of the Accountant and the client as the Accountant is familiar with their client which ensures the cases are set-up efficiently, and allows the Accountant to ensure his client interests are respected as the case progresses.

By dealing with cases on a secure web platform, the Accountant and IP can work efficiently and effectively together, ensuring the client is dealt with correctly, and case progression can be monitored with ease. All cases are bonded and insured by the Insolnet designated IP, at no cost or risk to the Accountant, who is acting as an Agent / Sub-contractor of the IP. www.insolnet.co.uk

visit us on stand A449

Notes

EXHIBITOR A - Z 2020 Innovations Limited

A130

Limited

Pegasus Software

A337

Abbey Tax Protection

A336

Employer Services Ltd

A102

PI LTD

A120

ACCA

A400

Exact

A300

Platinum Portfolio Builder

A132

AccessPay

A100

First Intuition

A424

Platinum Property Partners

A316

Accountancy Marketing

A105

FreeAgent

A247

Positive Solutions (Financial

A544

AccountApps

A218

GAAPweb

A305

Services) Limited

Acorah Software Products (TaxCalc)

A338

Glide Practice Solutions Limited

A218

Practice Track

A210

AdvanceTrack Outsourcing

A103

Graphical Financial Analysis

A408

PracticePro

A234

Affilica InPractice Software

A230

Hosted Desktop UK Limited

A412

PracticeWEB

A246

AML250 Tax Network

A330

ICAEW

A539

Premiere Capital

A214

AMP Limited

A242

ICAS

A254

PS Financials Ltd

A248

Association of International

A226

ICPA Limited

A238

Qtac Solutions Ltd

A232

Innvisage

A251

QuickEasyQuote

A542

A536

QX LTD

A432

RandDTax

A339

Accountants (AIA) ATT

A340

Insight Marketing International

AVN

A437

Ltd

BankLink

A220

Insolnet

A449

Ravis Custom Tailor

A101

BASDA

A201

Institute of Financial Accountants

A128

Relate Software

A550

BCMS Corporate Ltd

A440

Intuit

A444

Saasu

A436

BigHand

A403

IRIS Software Group

A200

Sage Accountantsâ&#x20AC;&#x2122; Division

A312

Bloomsbury Professional

A240

KashFlow

A414

SandMartin Outsourcing Experts

A401

Bookaxis

A250

Keebo

A416

Secure Virtual Office

A428

Bottomline Technologies

A406

Leonard Curtis Business Solutions

A114

Sheffield City Region - Inward

A253

Bridge Newland Ltd

A104

Group

CABA

A108

Lexis Nexis

A332

SIRE Technology Ltd

CaseWare UK

A410

Lindenhouse Software Ltd

A216

Smeebi

Catax Solutions

A304

London School of Business and

A535

Spigraph

A427

Celaton Limited

A402

Finance (LSBF)

Surfaccounts Ltd

A550

Certified Public Acountants

A224

Ltdonline Ltd

SurveyMe

A301

Tax Adjusters LLP

A446

Association

A434

Mark Lloydbottom

A99

A540 350(TBS)

CIMA

A118

Mattioli Woods plc

A320

Taxfiler Ltd

A218

CIOT

A340

Mercia Group Ltd

A210

Thomson Reuters

A404

Clarke Bell Ltd (Insolvency

A252

Middleton Carr Photography

A302

Tikit Group Ltd

A245

Modular Sign Systems Ltd

A303

Trax UK Ltd

A321

Practitioners)

Investment

Company Registrations Online Ltd

A318

Mvine

A326

VAT-penalties.co.uk

A438

Creditsafe Business Solutions

A422

MyFirmsApp

A537

Wolters Kluwer Tax & Accounting

A324

Dentons Pension Management Ltd

A426

Oakdale Financial Services Ltd

A212

WorkPlaceLive.com

A541

DNT Chartered Accountants

A450

OCREX

A306

Xero

A204

Docusoft Ltd.

A420

OneE Group Limited

A448

YourBoardroom Ltd

A228

economia

A539

Optegra Financial

A430

e-conomic UK Online Solutions

A244

PASO Europe Ltd

A218

| ACCOUNTEX JUNE 2013

ACCOUNTEX 2013

FLOOR PLAN UPD ATE A254 A336 A337 A338

ACCOUNTEX

A339 A340

TAX THEATRE

2013

KEYNOTE THEATRE A132

A449 A450

A250 A252

A130

A251 A253

PRACTICE GROWTH THEATRE

A550

A446

A332

INTUIT THEATRE

A448

A246 A248

A326 A330

A245 A247

A324

A444 A544

A542

A128 A244

HOW TO THEATRE A120

ACCOUNTANTS IN BUSINESS THEATRE

A118 CPAA WORKSHOP

A114

ICAEW THEATRE

A440

NETWORKING AREA

A242

A438