Accountex Show Guide 2015

SESSION 1 11.00 - 11.45

Free CPD - VAT Presenter | David Rudling

SESSION 2 12.00 - 12.45

Diploma Taster Presenter | Simon Groom

SESSION 3 13.00 - 13.45

TolleyLibrary Masterclass Presenter | Simon Wood

SESSION 4 14.00 - 14.45

Professional Tax Exams Overview Presenter | Chris Siddle

SESSION 5 15.00 - 15.45

Free CPD - Personal tax Presenter | Lynne Poyser

SESSION 6 16.00 - 16.45

Free CPD - Business tax Presenter | Andrew Hubbard

The one constant in tax is that it is always changing, which makes CPD doubly important. Not only to meet the requirements of your professional body but to also ensure that you are not misrepresenting your clients or missing out on opportunities. Tolley have a wide range of CPD options available and this session will enable you to experience them for yourself whilst gaining 45 minutes of free CPD, hearing a VAT update from David Rudling.

TAKE AWAY: CPD notes.

Tolley have four diplomas in different areas of taxation for those who want to prove a competency in tax but do not have the time to do a full professional qualification. This session will give you a taster of what you can expect from these courses, focusing specifically on the Personal Tax diploma, so that you can see if this route is right for you, as well as hopefully learning something new.

TAKE AWAY: Course notes and study options

Research in tax and accountancy has changed a great deal over the last few years. This session is designed to show how online research can streamline your processes and save you time and money, enabling you to spend more time winning new business and delighting your existing clients.

TAKE AWAY: A free copy of a Tolley’s Tax Digest and a Tolley’s Tax Annual, plus a free trial to TolleyLibrary.

Many of us know the benefit of having an accounting qualification but what additional benefits arise from adding a professional tax qualification as well?

Tax is never far from the headlines these days and given the constantly changing legislation, means that tax specialists are more in demand than ever before.

Come along and discover what you will gain from taking the plunge and not only specializing in tax, but having a qualification to prove your credentials. It can help you to develop your career, enhance your job prospects and build opportunities to grow your business, and this session will set out how.

TAKE AWAY: Study options.

The one constant in tax is that it is always changing, which makes CPD doubly important. Not only to meet the requirements of your professional body but to also ensure that you are not misrepresenting your clients or missing out on opportunities. Tolley have a wide range of CPD options available and this session will enable you to experience them for yourself whilst gaining 45 minutes of free CPD, hearing a personal tax update from Lynne Poyser.

TAKE AWAY: CPD notes.

The one constant in tax is that it is always changing, which makes CPD doubly important. Not only to meet the requirements of your professional body but to also ensure that you are not misrepresenting your clients or missing out on opportunities. Tolley have a wide range of CPD options available and this session will enable you to experience them for yourself whilst gaining 45 minutes of free CPD, hearing a business tax update from Andrew Hubbard.

TAKE AWAY: CPD notes.

The Tolley Tax Workshop is hosting a range of workshops run by leading tax experts, these sessions include: • • •

Product master classes that show attendees how to get the most from Tolley products Qualification and diploma tasters that provide potential students with the opportunity to see if these are the right qualifications for them Free CPD lectures on topics including business tax, personal tax and VAT

Each session has a free takeaway at the end, including CPD notes, a Tolley’s Tax Digest and a Tolley’s Tax Annual*

* Subject to availability

MAY 2015 ACCOUNTEX

WORKSHOP

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TOLLEY TAX WORKSHOP THURSDAY

TOLLEY TAX WORKSHOP THURSDAY

INSIGHT MARKETING WORKSHOP

WORKSHOP TIMETABLE WEDNESDAY & THURSDAY SESSION 1 10:15 – 10:45

What ‘if’ you don’t launch your own App? Presenter | Daniel Richards This new workshop is designed for accountancy firms who have looked at Apps but not yet made a decision to launch one.

It’s been written for those who are doubtful, unsure or even downright cynical about Apps and App technology for accountancy firms.

During this interactive session together we will explore the big question – what ‘if’ you don’t launch your own App?

SESSION 2 11:00 – 11:45

The number 1 reason most accountancy websites fail!

Presenter | David Oliver Is your website missing the target? Is it generating the enquiries it should or is it failing in its task?

Have you got to the point where you no longer believe a website can work for your firm? Instead, has your site become a static place that only your existing clients might visit?

• • • •

What if you don’t launch an App How might it affect your business, now, in the short term and the future What are you missing out on?

Will it affect your clients?

Suitable for Accountants in Practice This session is only suitable for accountants in practice who are unsure how Apps will benefit their firm.

Please note places are first come, first served so if the session is already fully booked – I am sorry we have reached capacity. Please feel free to come and see Daniel in person between sessions on stand A820.

This workshop session is exclusively for established accountancy firms who are: • • • • • •

Not winning enough clients from their website Dissatisfied with their current website performance Not sure what to do online Unhappy with their web provider Aware they need to do ‘something’ but not sure what In need of a re-design and improved look or feel

This brand new session looks at the number one reason so many accountancy websites fail – plus 5 other misdemeanors.

Please note places are first come, first served so if it’s fully booked – I am sorry we have reached capacity. You can come and see David in person between sessions on stand A820.

SESSION 3 12:00 – 12:45

3 Accountants share their App success Presenter | 3 respected, well known accountants This special session is run by accountants, for accountants as 3 senior partners share their App journey.

their App. Each one explaining their own experiences, what’s worked, what hasn’t and the big wins from their perspective.

This session is only suitable for accountants in practice Please note places are first come, first served so if the session is already fully booked – I am sorry we have reached capacity.

Please feel free to come and chat with these accountants in person between sessions on stand A820.

From their early stages of exploring Apps, fact finding, carrying out due diligence and committing right through to launching

SESSION 4 13:00 – 13:45

Why a blog is an absolute must and how to make yours really work Presenter | Daniel Richards One live session Exploring one tool And how to use it powerfully to your firm’s advantage.

Attend and you will discover how a blog, correctly built and used will: 1.

2.

3.

4.

5.

Enable you to bring everything together Save you time Update everything Increase website visitors and conversation rates Replace old, historic, dull and frankly boring newsletters

This session is only suitable for accountants in practice During this live session together we will explore how a blog can be used to bring together your website, social media (LinkedIn, Twitter, Google +, Facebook etc.) mobile App, and your offline marketing. Finally making it simple to keep on top of without hours of work.

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WORKSHOP

ACCOUNTEX MAY 2015

Please note places are first come, first served so if the session is already fully booked – I am sorry we have reached capacity. Please feel free to come and see Daniel in person between sessions on stand A820.

Modern ways to grow your accountancy practice Presenter | David Oliver In this new session David Oliver will explain why the old ways of marketing a firm are becoming less effective – and why some don’t work at all. This session will reveal exactly what’s working right now for other firms.

It looks beyond traditional marketing techniques and reveals how you can attract those who want to buy from you without having to ‘sell’ your services.

Attend and find out how to: • • • • • • •

Develop an inbound model without ‘selling’ Uncover details of over 80% of your website visitors Avoid starting from ‘cold’ when trying to find new customers Embrace new technology that works for other firms Build a working lead generation/telephone follow up campaign Establish an ‘active’ referral scheme Predictably grow month on month

Suitable for accountants in practice who are looking to grow and prepared to invest to do so Please note places are first come, first served so if the session is already fully booked – I am sorry we have reached capacity. Please feel free to come and see David in person between sessions on stand A820.

SESSION 6 15:00 – 15:45

6 Reasons to launch your own App Presenter | Daniel Richards This new workshop reveals 6 proven reasons why every accountancy firm regardless of size should launch their own mobile App. Don’t expect guesswork, technological forecasts on mobile growth or speculation over mobile use. Now some 18 months in this session focuses on hard hitting, compelling evidence and feedback from over 50,000 end users. It’s bang up to date with modern ways to develop your firm and improve efficiencies by launching your own App.

SESSION 7 16:00 – 16:45

16 great ways to generate referrals Presenter | David Oliver Wouldn’t it be great if we never had to market ourselves and all our new business came in by word of mouth and referrals?

Referrals convert to sale around five times more readily than those ‘cold names’ who merely enquire about you. What’s more, referrals are often virtually free, certainly they are amongst the most cost effective forms of lead generation.

SESSION 8 17:00 – 17:45

Invitation only session our future together Presenter | Daniel Richards This is an invitation only session, designed solely for current customers. This session will be run by the MyFirmsApp senior team including developers.

The mobile App explored is approved and loved by almost all of the leading names in the profession from the ICAEW and ACCA to ICAS, ICPA, CIMA, AIA, 2020 and has passed compliance with Raymond Place and the IFP. Suitable for Accountants in Practice This session is only suitable for accountants in practice who are exploring how a mobile App could benefit their firm.

Please note places are first come, first served so if the session is already fully booked – I am sorry we have reached capacity. Please feel free to come and see Daniel in person between sessions on stand A820.

In this session we will look at 16 or so ways to generate referrals effectively and non offensively both online and offline. All 16 ideas are ideas that can be adapted to any size of firm and used immediately by delegates and client facing staff back at the office Suitable for accountants in practice Please note places are first come, first served so if the session is already fully booked – I am sorry we have reached capacity. Please feel free to come and see David in person between sessions on stand A820.

Together we will explore the journey we have been on together and share what the future holds.

This will include the launch of several new features available now and a future casting of what will be possible.

Followed by drinks and refreshments.

WEDS

ONLY

SPEAKER BIOS DAVID OLIVER FOUNDER, AUTHOR, KEYNOTE SPEAKER & INSPIRATIONAL PRESENTER David is founder of Insight, a world-class trainer, speaker, and author of 9 books in 23 languages. He is viewed by many as a leading voice on sales, marketing and negotiation for proven growth. Specialising in negotiation, sales and lead generation David is highly sought after in business conferences the world over. His charismatic, motivating style makes his presentations fun, exciting and memorable. From large groups, to small workshops, 98% of delegates polled his material as great or excellent. These have ranged from owner-managed businesses through to international corporations and governments.

Recent clients include HBOS, Haines Watts, Mitsubishi, Microsoft, HP, Lloyds, Mars, B&Q, ACCA, UK 200 Ministry of State in Singapore and he was consulted by the BBC on the US debt crisis.

DANIEL RICHARDS MODERN MARKETING FOR PROVEN RESULTS Daniel has been the head of our lead generation team at Insight for over 15 years and for a very good reason. His unique experience in modern marketing campaigns with outstanding results is second to none. He has personally been instrumental in the growth of thousands of firms, helping them to win better quality clients, gain higher fees and earn more profit.

Daniel has personally presented to thousands of business delegates, carried out over 1,000 individual 1:1 consultations and currently advises top international firms to sole traders.

To our knowledge there is nobody with Daniel’s understanding and experience of lead generation.

It’s little wonder he is one of the most sought after offline marketing experts, speakers and consultants in the UK. You can contact Daniel direct here danielr@insight-marketing.com

MAY 2015 ACCOUNTEX

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WORKSHOPS

SESSION 5 14:00 – 14:45

RD Tax Solutions is a nationwide Research & Development report specialist that excels in securing retrospective and current year Research & Development tax relief on behalf of owners of limited companies.

Thus far, RD Tax Solutions has helped companies from around the UK, and from all sectors, recover millions in unclaimed R&D tax credits and relief.

Changes Announced within Research & Development Legislation After the 2014 Autumn Statement announced an increase to the Research & Development (R&D) tax credit rate, R&D has become a topic that is cropping up more and more in the field of accountancy.

The relief which has been set at a rate of 225 per cent since April 2012, has subsequently been lifted to 230 per cent for small and medium sized companies as of 1st April 2015. This means qualifying companies are gaining a greater benefit than ever before for costs they have incurred as a result of research and development activities.

How this translates for claimants is that for every £100 spent on research and development, an additional £130 will be available from HMRC in the form of relief on corporation tax. Essentially this is the Government’s way of rewarding innovative businesses, to encourage future

growth which will thereby increase the country’s capacity for wealth creation.

Changes have also been implemented which restrict some of the qualifying criteria for Research & Development tax credits, making the identification of qualifying expenditure even more of a specialist area.

Employing an R&D tax relief specialist will enable a business to eliminate the risk of losing out on this valuable tax relief.

Further to this, the longer a company waits before submitting a tax relief claim for R&D costs, the more money that company is set to lose. This is due to the fact that R&D tax claims are restricted; claims can only go back 2 open tax years – a fact that many companies undertaking research and development are unaware of.

The changes to the Research & Development tax credit rate for small and medium sized companies (and also for large companies where relief has been raised to 11%) came into effect on 1st April 2015.

For more information attend our seminar in the Tax Theatre on Thursday 14th May at 12.00 - 12.45

Member Rewards

VISIT US ON STAND A454 Work with RD Tax Solutions Our exclusive focus on R&D tax relief and our unrivalled expertise in this sector means that we are currently in strategic relationships with many of the UK’s leading accountancy firms.

We can work in partnership with you to maximise your clients’ R&D tax benefits.

Client satisfaction is our primary focus and, because we understand that each client is different, we treat each one on a bespoke basis.

By carrying out full due diligence prior to issuing our report, we can guarantee a positive conclusion for all parties, every time.

“

We find the service (at RD Tax Solutions) to be: 1. Efficient. 2. Informative.

3. Comprehensive. 4. Courteous. The work was contracted to RD Tax Solutions with a tight deadline and even with a limited time scale a satisfactory service was given.

Our practice will have no hesitation in contracting RD Tax Solutions in the future.

Greg Newton Partner - Douglas Fairless Partnership

”

RD Tax Solutions, Suite E, Kings Court Offices, Kings Court, Altrincham, WA14 2RD T: 03333 058 247 F: 01244 478 788 enquiries@rdtaxsolutions.com www.rdtaxsolutions.com

@RDTaxSolutions

in

RD Tax Solutions

Copyright Research & Development Tax Solutions Ltd

Visit the

Sage stand A540

• Get up to speed with FRS102 and Auto Enrolment • Discover how to move your practice online and how to make online work for you, if you’re already there • Get a sneak preview of the latest technology we’re developing • See live software demos

Grab a free coffee and get a free professional photo for your LinkedIn profile.

Dragon’s Den entrepreneur Piers Linney talks on ‘The Power of the Cloud’ in our Seminar Theatre. sage-exchange.co.uk/accountex-info

CUT YOUR

AUTO ENROLMENT PROCESSING TIME BY 90% We offer the

FIRST ONLINE PENSIONS PORTAL and guarantee to cut your auto enrolment processing time. Because we are a

PENSIONS SCHEME PROVIDER we will also guarantee acceptance for all your clients into a qualifying pension scheme. A

4 STAR DEFAQTO

rating, full

PAPDIS COMPLIANCE 0.3% AMC

and

place us ahead of the curve.

Come see us at stand

A250

info@genlifeuk.com | genlifeuk.com

Tel: 020 3817 6101

We at Accountex know the importance of your professional development and also know how costly in both time and money this can be.

Accountex provides an unparalleled platform from which to learn about almost every facet of the business of accountancy in the UK, not only is our exhibition a gold mine of knowledge, but now Accountex also enables you to develop professionally gaining accredited CPD points.

In this era of rapid technological developments, fast-changing consumer needs and continuously adapting working environments, it is essential for accountants who are serious about their professional

development to be participating in educational events that adhere to the latest learning techniques and training methodologies.

We all understand the value that CPD has in the development of our careers. That is why in order to help you progress with your professional development, all Accountex seminars this year have been certified by CPD UK, meaning that you will be able to claim your CPD for free – and this is how:

1.

When you attend any Accountex seminar or workshop make a note in your show guide to remind you which ones you attended.

2.

Post event we will inform CPD UK that you attended the show and they will contact you with your certificate of attendance.

3.

You can then submit this with the relevant amount of hours you are claiming to your professional body.

Employers and institutions across many industries are adopting a structured approach to learning in order to retain key staff, and to develop the skills and knowledge within the organisation to maintain a sustainable and competitive advantage. We hope that this will empower all our delegates to stay on track with their own professional development.

Across two days, Accountex presents an incredible array of speakers to provide you with an unbeatable level of insight and knowledge into the latest issues, trends, and developments in the accountancy and finance profession.

The schedule runs throughout both days of the event, giving you flexibility to attend the sessions that most interest you.

Every session is delivered by an expert recognised for their outstanding achievements in their field, bringing you an unparalleled amount of information and vision to ensure your firm is up to date – or ahead of the rest. Whether you want to strengthen your understanding of what the future holds for the sector, find the best way to secure your data in the cloud, or gain information on marketing your business, you will find a seminar to suit your desire.

Turn the page now to find full details of every seminar, and use the schedule to plan your visit in advance and ensure you don’t miss the sessions that are most important to you as our seminar schedule is first come, first served.

IMPORTANT INFO Seminar seats cannot be pre-booked and are on a strictly first come, first served basis on the day.

Please arrive early to avoid disappointment.

MAY 2015 ACCOUNTEX

SEMINAR SCHEDULE

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SEMINAR SCHEDULE

FREE CPD IN 3 EASY STEPS

2015 SEMINAR SCHEDULE

KEYNOTE THEATRE WEDNESDAY

KEYNOTE THEATRE WEDNESDAY 11.00 - 11.45

15.00 - 15.45

Auto Enrolment – Maximise Your Profit!

Practice Of The Future

Ian Fletcher 2020 Innovation

The future holds many opportunities. The continuing advancement of technology and the cloud means practices need to update their way of working just to stay with the times. Find out what the future of accountancy and online looks like, plus my vision on what’s to come.

12.00 - 12.45

16.00 - 16.45

Modern Working

How Collaboration Can Help You Achieve Practice Excellence

James Akrigg, Head of Technology Microsoft

Robert Lovell and Rachael Power AccountingWEB

As businesses compete to attract and retain the best talent the need to deliver a great place to work, wherever that maybe, is critical. The ability to be more agile and respond more quickly using powerful business insights is just part of embracing modern working. See how to enable people across devices and the services that will enable greater productivity, communication and collaboration.

Rob and Rachael will share insights from the AccountingWEB community on how firms and accountants have collaborated to achieve their true potential for practice excellence. This will touch on topics such as transitioning to advisory services, improving client care, case studies of successful firms and new tech tools to help you get the job done.

13.00 - 13.45

17.00 - 17.45

Recent Tax Cases

Self Serve Portal

Nick Ayton GenLife Ltd

Every week, the Courts and Tribunals are issuing decisions - some on new areas of law, some on more familiar topics. This lecture will consider some of the recent case law of particular relevance to members in smaller practices. The lecture will provide an update on recent developments of the case law as well as a timely reminder of some of the rules that lie behind the cases.

14.00 - 14.45

Mark Wickersham Added Value Solutions Ltd

How To Price Cloud Accounting Solutions And Win More Clients

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

Lee Perkins Sage

Between 2015 and 2017 over one Million companies will be Staging. This is a HUGE opportunity for you to help your clients with payroll and the compliance aspects of Auto Enrolment. Ian will outline the actions you need to take to ensure your clients comply with the legislation and make the right choices. He will discuss the practical steps you must take to maximise profits.

Keith Gordon Temple Tax Chambers

Cloud accounting is the biggest change the accounting profession has seen in the last 20 years. It changes the way you interact with clients. It changes the services you can deliver. And your pricing models must adapt with those changes. In this research-based session, best-selling author Mark Wickersham FCA will show you how to price setting up cloud accounting solutions in a way which gets more clients and higher prices.

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SPONSORED BY

SEMINAR SCHEDULE

ACCOUNTEX MAY 2015

GenLife is a fast growing FinTech business, a Platform based business for savings and pension that has successfully opened the market to all employees that had previously been excluded by the mature life and pensions companies. Allowing partners (accountants and payroll bureau) to serve their clients at a low cost. Nick/Arnie will discuss how it is possible to acquire and support pension members for a few pence and deliver what they need to save for retirement.

SPONSORED BY

11.00 - 11.45

14.00 - 14.45

The HR And Talent War – Finding/Keeping Your Best People

57 Free Ways To Make Your Practice Much More Successful

Gordon Gilchrist 2020 Innovation

Steve Pipe Added Value Solutions Ltd

During this session Gordon will address the increasing difficulty in finding and keeping good staff and partners, and what firms are doing now to ensure they are attracting – and keeping - quality team members. Discover how social media can be used effectively, how to nurture your best talent and how to handle poor performers. Gordon will outline the 4 disciplines of execution – why people do and why they don’t!

This brand new presentation will reveal 57 free resources, ideas and pieces of software that any practice can use, without spending a single penny. Powerful freebies that will transform every corner of your practice. So you can earn more money, win more clients, and provide a better service. And all with less time and effort than ever before. Fast paced, real-world proven and unmissable.

12.00 - 12.45

15.00 - 15.45

The Rise Of The Humans: How To Outsmart The Digital Deluge

Enabling Your Clients’ Success: Small Business Matters You Need To Know About

Dave Coplin Microsoft

Web-connected devices bring us huge advantages, but the same technology has also disconnected us. Business leaders worry they might miss the next big technology trend and fail to realise the potential of the big data wave. We will look at how rising information is affecting our lives as individuals, consumers, workers, and in business. We’ll look at problems we face, mistakes and assumptions we make, and how we should use technology to reimagine how we live and work.

Richard Preece Intuit

To become trusted advisors, accounting practices must focus primarily on generating client success. In this session you’ll learn how advisory services can yield valuable client relationships and transform your practice beyond traditional accounting, enabled by cloud technology. We’ll share insights on how you can play a key, synergistic role that will move your clients to greater efficiency and business success.

13.00 - 13.45

16.00 - 16.45

The Cloud - The Death Of Traditional Accounting?

Building A Successful Accountancy Practice Using A Deck Of Cards

Gary Turner Xero

The number of SMBs using cloud based accounting software will soon overtake desktop accounting software usage in the UK. What does this mean for traditional accounting methods and what does the future hold for practitioners in this new cloud reality?

KEYNOTE THEATRE THURSDAY

KEYNOTE THEATRE THURSDAY

Mark Lee BookMarkLee

How do you expect to remember everything you need to do to make a success of your accountancy practice? In this unique session you will learn dozens of valuable, commercial and hype-free ideas that are easy to recall by reference to a deck of playing cards. You’ll also benefit from Mark’s extensive experience in practice and his regular 1-2-1 conversations with accountants like you. And maybe the odd magic trick

ABOUT THE KEYNOTE SPONSOR GenLife is a fast growing FinTech business, a Platform based business for savings and pension that has successfully opened the market to all employees that had previously been excluded by the mature life and pensions companies. Allowing partners (accountants and payroll bureau) to serve their clients at a low cost. Nick/Arnie will discuss how it is possible to acquire and support pension members for a few pence and deliver what they need to save for retirement.

MAY 2015 ACCOUNTEX

SEMINAR SCHEDULE

31

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

GenLife - A New Generation Of Pensions And Savings

AVN THEATRE WEDNESDAY

AVN THEATRE WEDNESDAY 11.00 - 11.45

15.00 - 15.45

How To Be The Accountant Who Wins The Best Clients

How To Embrace The Automatic Enrolment Challenge And Create A Profitable Service

Mark Wickersham AVN

How do you win more of the best clients? Those clients who buy more from you and pay you more money? Quite simply, the best clients want the best accountant. So how do you demonstrate you are the best? Best-selling author Mark Wickersham FCA will show you how to be different, and the tools, strategies and processes you can use to transform your marketing so you win the best clients.

16.00 - 16.45

Steve Pipe AVN

Steve Pipe AVN

How To Get More Clients Buying More Of Your Services

How To Get More Clients Buying More Of Your Services

This powerful research-proven session will show you how to get more of your clients buying more of your services without you doing any selling whatsoever. In step-by-step detail it will show you the questions to ask, the words to say, and the tools to use. And as a result, not only will your clients pay you more money, but they will thank you more and give you more referrals

This powerful research-proven session will show you how to get more of your clients buying more of your services without you doing any selling whatsoever. In step-by-step detail it will show you the questions to ask, the words to say, and the tools to use. And as a result, not only will your clients pay you more money, but they will thank you more and give you more referrals

13.00 - 13.45

17.00 - 17.45

How To Embrace The Automatic Enrolment Challenge And Create A Profitable Service

Everything You Need To Know To Run A Great Accounting Firm

Stop worrying about the software and start thinking about the service! In this unique seminar for accountants, tax and payroll professionals, automatic enrolment expert Debra Lowndes will explode the myth that AE compliance is all about the software. After attending this session participants will be able to identify the 5 separate service areas crucial to delivering full AE compliance which will also save your clients money!

14.00 - 14.45 Steve Pipe AVN

True Proactivity: The Easiest And Fastest Way To Get Rich

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

Stop worrying about the software and start thinking about the service! In this unique seminar for accountants, tax and payroll professionals, automatic enrolment expert Debra Lowndes will explode the myth that AE compliance is all about the software. After attending this session participants will be able to identify the 5 separate service areas crucial to delivering full AE compliance which will also save your clients money!

12.00 - 12.45

Debra Lowndes AVN

This ground-breaking and research-proven session reveals what “being proactive” really means. It shows you how to effortlessly build proactivity into the systems and habits of your entire firm, so that you are recognised as the most proactive firm in town. And it explains how to easily and quickly turn your proactivity into new clients, extra fees and higher profits... all without you having to do any selling whatsoever!

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Debra Lowndes AVN

SEMINAR SCHEDULE

ACCOUNTEX MAY 2015

Mark Wickersham and Steve Pipe AVN

This is a unique opportunity for you… a chance to ask your questions of 2 of the foremost thought-leaders in accountancy. In this session you can ask how to get more clients, how to earn bigger profits, how to build a great team, how to get a better work/life balance. And even if you don’t have any questions, you’ll get dozens of insights from the answers to other peoples’ questions.

11.00 - 11.45

14.00 - 14.45

How To Be The Accountant Who Wins The Best Clients

How To Price Cloud Accounting Solutions And Win More Clients

Mark Wickersham AVN

Mark Wickersham AVN

How do you win more of the best clients? Those clients who buy more from you and pay you more money? Quite simply, the best clients want the best accountant. So how do you demonstrate you are the best? Best-selling author Mark Wickersham FCA will show you how to be different, and the tools, strategies and processes you can use to transform your marketing so you win the best clients.

Cloud accounting is the biggest change the accounting profession has seen in the last 20 years. It changes the way you interact with clients. It changes the services you can deliver. And your pricing models must adapt with those changes. In this research-based session, best-selling author Mark Wickersham FCA will show you how to price setting up cloud accounting solutions in a way which gets more clients and higher prices.

12.00 - 12.45

15.00 - 15.45

True Proactivity: The Easiest And Fastest Way To Get Rich

How To Embrace The Automatic Enrolment Challenge And Create A Profitable Service

Steve Pipe AVN

This ground-breaking and research-proven session reveals what “being proactive” really means. It shows you how to effortlessly build proactivity into the systems and habits of your entire firm, so that you are recognised as the most proactive firm in town. And it explains how to easily and quickly turn your proactivity into new clients, extra fees and higher profits... all without you having to do any selling whatsoever!

Debra Lowndes AVN

Stop worrying about the software and start thinking about the service! In this unique seminar for accountants, tax and payroll professionals, automatic enrolment expert Debra Lowndes will explode the myth that AE compliance is all about the software. After attending this session participants will be able to identify the 5 separate service areas crucial to delivering full AE compliance which will also save your clients money!

13.00 - 13.45

16.00 - 16.45

How To Embrace The Automatic Enrolment Challenge And Create A Profitable Service

Everything You Need To Know To Run A Great Accounting Firm

Debra Lowndes AVN

Stop worrying about the software and start thinking about the service! In this unique seminar for accountants, tax and payroll professionals, automatic enrolment expert Debra Lowndes will explode the myth that AE compliance is all about the software. After attending this session participants will be able to identify the 5 separate service areas crucial to delivering full AE compliance which will also save your clients money!

AVN THEATRE THURSDAY

AVN THEATRE THURSDAY

Mark Wickersham and Steve Pipe AVN

This is a unique opportunity for you… a chance to ask your questions of 2 of the foremost thought-leaders in accountancy. In this session you can ask how to get more clients, how to earn bigger profits, how to build a great team, how to get a better work/life balance. And even if you don’t have any questions, you’ll get dozens of insights from the answers to other peoples’ questions.

ABOUT AVN

You will hear from some of the most respected speakers in the accounting profession.

When you attend any of these sessions you’ll get a SUITE OF FREE RESOURCES to help you build a more successful and more profitable accounting firm. You’ll also get the opportunity to register your place on an online meeting with Steve Pipe or Mark Wickersham… completely free.

MAY 2015 ACCOUNTEX

SEMINAR SCHEDULE

33

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

This is the place for ambitious accountants. In the AVN theatre you’ll discover practical, powerful and proven strategies and systems for building a more successful and more profitable accounting firm.

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

WOLTERS KLUWER UK THEATRE WEDNESDAY

WOLTERS KLUWER UK THEATRE WEDNESDAY 11.00 - 11.45

14.00 - 14.45

New UK GAAP – Insights And Solutions

Driving Practice Growth Through Automation, Integration And Collaboration

Julia Penny And Paul Brace Wolters Kluwer UK

The advent of new UK GAAP from 1 January 2015 presents both those in practice and business with a vast array of challenges. This session will provide you with insight into the likely problem areas in applying new UK GAAP for the first time. It will then set out our information and technology solutions to help you achieve a smooth transition.

The Wolters Kluwer team will be examining how technology can drive efficiency within your practice, how it can help give you one integrated view of all your clients and prospects, and how it can deliver a 24/7 collaboration platform which will drive client service and open up new fee opportunities.

See all the latest in workflow, alerting, reporting and portal technology that can help drive the growth of your practice.

12.00 - 12.45

15.00 - 15.45

Tax And The General Election – Coping With Uncertainty

New UK GAAP – Insights and Solutions

Paul Robbins Wolters Kluwer UK

The Wolters Kluwer UK team considers the tax landscape after the General Election. At the time of writing, no-one knows which party (or parties) will form the next government and it is entirely possible that this uncertainty will continue up to and beyond Accountex. To help practitioners cope, the team will share its thoughts on likely tax developments derived from studying the parties’ prospectuses and announcements and wider analysis

13.00 - 13.45

Paul Shrimpling Remarkable Practice

Predictable Fee Growth Doesn’t Have To Be So Hard For Partners Of Accountancy Firms Paul Shrimpling, of consulting firm Remarkable Practice, will share with you 3 strategies and 3 KPI’s used by one 3-partner firm to generate £300,000 of new fees in just 9 months. You’ll also hear how a 10-partner firm is enjoying a profitable stepup in cross-sales using the single most important strategy of the 3. Join us for 45 minutes and leave with absolute certainty on how you can grow your firm’s fees and profits.

NOTES

34

Simon Crompton And Christa Spencer Wolters Kluwer UK

SEMINAR SCHEDULE

ACCOUNTEX MAY 2015

Julia Penny and Paul Brace Wolters Kluwer UK

The advent of new UK GAAP from 1 January 2015 presents both those in practice and business with a vast array of challenges. This session will provide you with insight into the likely problem areas in applying new UK GAAP for the first time. It will then set out our information and technology solutions to help you achieve a smooth transition.

14.00 - 14.45

New UK GAAP – Insights And Solutions

Driving Practice Growth Through Automation, Integration And Collaboration

Julia Penny And Paul Brace Wolters Kluwer UK

The advent of new UK GAAP from 1 January 2015 presents both those in practice and business with a vast array of challenges. This session will provide you with insight into the likely problem areas in applying new UK GAAP for the first time. It will then set out our information and technology solutions to help you achieve a smooth transition.

Simon Crompton And Christa Spencer Wolters Kluwer UK

The Wolters Kluwer team will be examining how technology can drive efficiency within your practice, how it can help give you one integrated view of all your clients and prospects, and how it can deliver a 24/7 collaboration platform which will drive client service and open up new fee opportunities.

See all the latest in workflow, alerting, reporting and portal technology that can help drive the growth of your practice.

12.00 - 12.45

15.00 - 15.45

Tax And The General Election – Coping With Uncertainty

New UK GAAP – Insights And Solutions

Paul Robbins Wolters Kluwer UK

The Wolters Kluwer UK team considers the tax landscape after the General Election. At the time of writing, no-one knows which party (or parties) will form the next government and it is entirely possible that this uncertainty will continue up to and beyond Accountex. To help practitioners cope, the team will share its thoughts on likely tax developments derived from studying the parties’ prospectuses and announcements and wider analysis

13.00 - 13.45

Paul Shrimpling Remarkable Practice

Julia Penny and Paul Brace Wolters Kluwer UK

The advent of new UK GAAP from 1 January 2015 presents both those in practice and business with a vast array of challenges. This session will provide you with insight into the likely problem areas in applying new UK GAAP for the first time. It will then set out our information and technology solutions to help you achieve a smooth transition.

NOTES

Predictable Fee Growth Doesn’t Have To Be So Hard For Partners Of Accountancy Firms Paul Shrimpling, of consulting firm Remarkable Practice, will share with you 3 strategies and 3 KPI’s used by one 3-partner firm to generate £300,000 of new fees in just 9 months. You’ll also hear how a 10-partner firm is enjoying a profitable stepup in cross-sales using the single most important strategy of the 3. Join us for 45 minutes and leave with absolute certainty on how you can grow your firm’s fees and profits.

ABOUT WOLTERS KLUWER UK We are delighted to be running our own theatre at Accountex.

As an innovative supplier of software and information solutions to tax and accounting professionals, this year’s focus on the key trends affecting the profession is a subject very close to our hearts.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer, a global company employing around 19,000 people, with revenues of 3.5 billion euros (2013). Here in the UK, Wolters Kluwer provides tax and accounting professionals in practice and in business with everything they need, from software and specialist online information services to fee protection insurance and CPD.

MAY 2015 ACCOUNTEX

SEMINAR SCHEDULE

35

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

11.00 - 11.45

WOLTERS KLUWER UK THEATRE THURSDAY

WOLTERS KLUWER UK THEATRE THURSDAY

2020 THEATRE WEDNESDAY

2020 THEATRE WEDNESDAY 11.00 - 11.45

15.00 - 15.45

Don’t Miss The Boat – Auto Enrolment Opportunities!

Tax Enquiries And Investigations – What Could Possibly Go Wrong?

Steve Bee aeMadeEasy

Over the next two years auto enrolment is going to be a huge challenge for your clients and the greatest opportunity to add value you will ever have! Join Steve Bee to find out how to provide auto enrolment solutions cost effectively and maximise new income streams from payroll and auto enrolment.

Many people who consider they know the tax enquiry regime are often surprised at how easy it becomes to overlook some fundamental defences in enquiries. With the number of tax checks doubling to 237,000 it has never been more important to keep up to date with what is happening. This session will provide a practical insight into the very latest practices as well as some insights into various HMRC initiatives.

12.00 - 12.45

16.00 - 16.45

Max Out Your Profits!

It’s Not About Who, What Or How, It’s About Why!

Gordon Gilchrist 2020 Innovation

Martin Bissett Upward Spiral Partnership

Profits are, of course, indispensable but if we can increase this it facilitates choice – how hard you work, how hard you play, how many people you employ, how much you can invest and more choice on your succession plans.

Join Martin to discover tried and tested practical techniques to winning clients successfully and with confidence. Learn how to convert quality leads and demonstrate why your firm is a better fit than your competitors.

13.00 - 13.45

17.00 - 17.45

Waves Of Change, Oceans Of Opportunity

More Clients Please!

Ian Fletcher 2020 Innovation

The key trends in our profession are to maximise the efficiency of production, get the best out of people, spot added value opportunities and introduce new and profitable services. In this session Ian will address all of the major issues directly and provide you with practical steps and new tools for success.

14.00 - 14.45

Douglas Aitken Peak Performance

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

Marketed Tax Avoidance Schemes Update This seminar will update you on significant HMRC developments and the latest court cases regarding Accelerated Payment Notices (APNs) and Follower Notices (FNs). In addition, Douglas will outline your clients’ options and detail what schemes are still available.

36

Kevin Igoe 2020 Tax Protection

SEMINAR SCHEDULE

ACCOUNTEX MAY 2015

Ian Fletcher And Gordon Gilchrist 2020 Innovation

A showcase of the latest thinking and new ideas for successful, cutting edge marketing. Learn how to make your marketing message as compelling as possible, optimise your marketing plans and generate more quality clients.

11.00 - 11.45

14.00 - 14.45

Don’t Make The Same Mistake Once!

Marketed Tax Avoidance Schemes Update

Nick Hilton And Ian Wenman 2020 Practice Exchange

If you are concerned about the succession of your firm, you are not alone….. In this seminar, Ian Wenman and Nick Hilton will examine your options, including safeguarding the long-term health of your firm, planning for your secure retirement, preparing and installing a successor, organising and completing a disposal, and withdrawing from a business you spent your life time building.

Douglas Aitken Peak Performance

This seminar will update you on significant HMRC developments and the latest court cases regarding Accelerated Payment Notices (APN’s) and Follower Notices (FN’s). In addition, Douglas will outline your clients’ options and detail what schemes are still available.

12.00 - 12.45

15.00 - 15.45

Max Out Your Profits!

Don’t Miss the Boat – Auto Enrolment Opportunities!

Gordon Gilchrist 2020 Innovation

Profits are, of course, indispensable but if we can increase this it facilitates choice – how hard you work, how hard you play, how many people you employ, how much you can invest and more choice on your succession plans.

Andrew Rice aeMadeeasy

Over the next two years auto enrolment is going to be a huge challenge for your clients and the greatest opportunity to add value you will ever have! Join Steve Bee to find out how to provide auto enrolment solutions cost effectively and maximise new income streams from payroll and auto enrolment.

13.00 - 13.45

16.00 - 16.45

Waves of Change, Oceans Of Opportunity

More Clients Please!

Ian Fletcher 2020 Innovation

The key trends in our profession are to maximise the efficiency of production, get the best out of people, spot added value opportunities and introduce new and profitable services. In this session Ian will address all of the major issues directly and provide you with practical steps and new tools for success.

2020 THEATRE THURSDAY

2020 THEATRE THURSDAY

Ian Fletcher And Gordon Gilchrist 2020 Innovation

A showcase of the latest thinking and new ideas for successful, cutting edge marketing. Learn how to make your marketing message as compelling as possible, optimise your marketing plans and generate more quality clients.

ABOUT 2020 INNOVATION

With a remarkable consistency of issues facing accountancy firms globally we reach out to accountants all over the world.

In addition to our Membership Group, workshops, CPD Regional conference and webinar programmes, we are able to offer guidance on Auto Enrolment.

As well as the 2020 theatre, visit us at stand A744 or visit the2020group.com

MAY 2015 ACCOUNTEX

SEMINAR SCHEDULE

37

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

2020 Innovation provide innovative solutions for progressive accountants and tax professionals worldwide. We recognise that firms need to improve their client proposition including the use of new technologies to become more competitive, and understand how marketing additional services can effect these changes.

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

TECHNOLOGY THEATRE WEDNESDAY

TECHNOLOGY THEATRE WEDNESDAY 11.00 - 11.45

14.00 - 14.45

Gary Pryor 8x8 Solutions

When You Consolidate – How Best To Communicate

David Owen Lindenhouse Software – Virtual Cabinet

Improve Your Practice Efficency With Workflow, Client Portals & E-Signatures

The accountancy profession is going through a transformation with the consolidation of firms and a client base that is becoming more international. 8x8 will show how a move to cloud based systems can streamline communication with solutions that are quick and easy to roll out, making integration of business partners and communication with clients one less thing to worry about.

Learn how easy it can be to capture your documents electronically and automate tasks internally. Realise how simple and efficient it is to communicate ‘packs’ of documents to your clients via a secure portal and how this can be made a personal experience. See how the use of cutting edge technology will give you a differentiator and learn how this control will increase efficiency to help your business.

12.00 - 12.45

15.00 - 15.45

Innovation: Your Catalyst To Success

Operating In The Cloud – Explaining The Benefits And Addressing Concerns

Steve Thorns Hosted Desktop UK Ltd

Dave Pearson Thomson Reuters

The most successful accountancy practices don’t stand still – they innovate! In this compelling talk, Dave Pearson from Thomson Reuters will share his first-hand experience through simple ideas and thought provoking concepts for using innovative thinking to become a more competitive and effective accountancy practice.

Learn how easy it can be to capture your documents electronically and automate tasks internally. Realise how simple and efficient it is to communicate ‘packs’ of documents to your clients via a secure portal and how this can be made a personal experience. See how the use of cutting edge technology will give you a differentiator and learn how this control will increase efficiency to help your business.

13.00 - 13.45

16.00 - 16.45

How Accountants Are Achieving Huge Efficiency Gains - Without Changing Systems.

Why Should You Have Document Management?

Kevin Salter DocuSoft Limited

Janette Munday Bankstream

Recent research has shown that accounting practice growth is being constrained by capacity and costs. Improving efficiency is the key to overcoming these problems; however many accountants fear this will require significant change, investment and lost time. This session examines how practices are now using add-on technologies such as bank data-feeds to achieve increased capacity, lower costs and offer more service to clients.

38

SPONSORED BY

SEMINAR SCHEDULE

ACCOUNTEX MAY 2015

Document management systems can transform the working practices in any accounting firm (but equally the principles apply to any business). DM systems are key to improving efficiency (with cost savings being another tangible benefit).

This seminar will highlight the benefits in the speaker’s own accounting practice over 8 years.

SPONSORED BY

11.00 - 11.45

14.00 - 14.45

One Practice, Multiple Software: Unification Of The Best Technology

The Virtual Practice – No Longer Accounting For The Future

Daniel Teacher T-Tech

Richard Messik RFM Associates

With multiple software packages and platforms available, the holy grail is to integrate the best to produce a winning combination in terms of cost, efficiency, performance and functionality. Today too many practices put up with applications that don’t communicate with each other causing inefficiencies. This seminar discusses some of the issues of integration and seeks to solve some of today’s problems.

The virtual practice is here – it is no longer an idea for the future but a reality. The evolution of Cloud technology has enabled accountants to work anywhere and at anytime giving opportunities for practice expansion, enhanced services and reduced costs. Explore the possibilities and make your practice virtual.

12.00 - 12.45

15.00 - 15.45

Innovation: Your Catalyst To Success

Manual Data Entry Meets 21st Century Automation Solutions

Dave Pearson Thomson Reuters

The most successful accountancy practices don’t stand still – they innovate! In this compelling talk, Dave Pearson from Thomson Reuters shares his experiences through simple ideas and thought provoking concepts for using innovative thinking to become a more competitive and effective accountancy practice.

13.00 - 13.45

James Akrigg, Head of Technology Microsoft

Modern Working

As businesses compete to attract and retain the best talent the need to deliver a great place to work, wherever that maybe, is critical. The ability to be more agile and respond more quickly using powerful business insights is just part of embracing modern working. See how to enable people across devices and the services that will enable greater productivity, communication and collaboration.

TECHNOLOGY THEATRE THURSDAY

TECHNOLOGY THEATRE THURSDAY

Brendan Woods OCREX Ltd

Software solutions are adding immense value to business activities particularly those of accountants and bookkeepers.

Tasks that were once manual and repetitive can now be broken down using software applications that do all the hard and frustrating tasks for you. Accountants and bookkeepers can then use their time more efficiently and aim their goals towards more value adding processes. Find out more about saving time, increasing efficiency and improving profits.

16.00 - 16.45

Emilie Novotna International Association of Qualified Cloud Accountants (IAQCA)

10 Biggest Cloud Accounting Mistakes (And How To Avoid Them) Cloud is not perfect. One firm after another is jumping on the cloud bandwagon these days. But when working with cloud accountants from all over the world every day, we have seen things go wrong time and time again. Do you want to avoid the most costly mistakes other accountants make, and only reap all the benefits that cloud has to offer? Join us for this presentation to learn how!

ABOUT THE SPONSOR

Thomson Reuters provides the Digita Professional Suite – integrated tax and accounting software for UK accountancy practices.

Practices can combine a bespoke mix of core modules around a central database to create efficient tax and accounting workflow systems. This seamless integration saves time, maximises profit margins, enhances client service, and ensures that practices retain their competitive edge.

MAY 2015 ACCOUNTEX

SEMINAR SCHEDULE

39

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

Thomson Reuters is delighted to sponsor the Technology Theatre at Accountex 2015. The theatre showcases some of the best speakers in the industry who will be presenting the latest accountancy technology trends and innovations over the two days. Topics cover the modern practice, cloud and hosting considerations, online accounting benefits, and the use of technology to drive efficiency.

CIMA THEATRE WEDNESDAY

CIMA THEATRE WEDNESDAY 11.00 - 11.45

15.00 - 15.45

R&D Tax Reliefs

The Cloud Conundrum – Buying Cloud And Avoiding Vapour Ware

Jennifer Tragner Alma Consulting Group

Alma Consulting Group’s R&D Tax Director, Jennifer Tragner, gives an introduction to R&D Tax Relief as an available incentive to UK companies, large and small, to support their investment in innovation. Jennifer will talk through how and when a company can make a claim, the available schemes and how they work, as well as review common misconceptions about what qualifies as R&D for tax purposes.

Cloud Computing veteran Rob Lambden can remember when selling ‘vapour ware’ was a common practice that brought the IT profession into disrepute. Many people have bought into the promise of Cloud Computing, but have they actually received what they expected or did they buy ‘vapour’? The Cloud Computing paradigm promises much, this seminar can help you ensure it holds to its promise, and doesn’t hold you to ransom.

16.00 - 16.45

Getting Finance Into The Cloud – Practical Steps For Adoption

Future Workforce: Meeting Today’s Business Challenges With Tomorrow’s Tech

Nicki Stewart TVision Technology

Cloud-based finance systems are now becoming the norm, not the exception. Surveys repeatedly highlight that accountants in practice and business understand the potential benefits of the cloud, but data security remains a key concern. This presentation will look at the range of new tools available, explore the ethical and control issues that need to be addressed, and discuss practical ways to adopt cloud technology in the finance function.

“In and On” “More Mobile, more Cloud” What do Microsoft’s catch phrases and marketing hype mean to you? What place does all this visionary tech have in day-to-day finance function? This seminar focuses on how today’s real-life scenarios are invigorated by Microsoft’s Future Workforce strategy. All pipe dreams and “vapour-ware”? Nope, a practical demonstration of the software available today and how to calculate what Cloud means to the bottom line.

13.00 - 13.45

17.00 - 17.45

Beyond The Horizon: Laying The Foundations For Growth

CGMA Global Management Accounting Principles

Dom Thomas Access

How can how the finance function can collectively enhance the efforts of the wider business? Financial executives today are working in challenging times and roles are evolving. A fully integrated financial system can help you to manage cash flow and resources effectively and mitigate external risks. Allowing your business to achieve sustainable and profitable growth and you to achieve your own successes. Join this seminar event as we discuss; how to identify obstacles, overcome challenges and stay nimble while preparing for growth.

14.00 - 14.45 #Loveexpenses: How To Create An Expenses Process Everyone Loves And Helps Achieve Your Business Goals Employee expenses – no one loves them, but many of us have to do them ourselves or process them for others. How does cloud and mobile facilitate a process that’s efficient for your business, great for your employees and enables you to drive your own goals of productivity, efficiency and business growth – irrespective of how big or small your company is? Join us to find out more.

SEMINAR SCHEDULE

Peter Spence CIMA

For organisations to be successful they need to have an effective management accounting function. It is the combination of competent people, clear principles, well managed performance and robust practices that make a management accounting function effective. The CGMA Global Management Accounting Principles support the development, execution and refinement of strategy through the performance management system, and define the core activities of the management accounting function.

ABOUT THE SPONSOR

David Vine Concur

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

Rob Lambden Online50 Limited

12.00 - 12.45 Chris Hall Gibbs Marshallz

40

SPONSORED BY

ACCOUNTEX MAY 2015

Concur, a part of SAP, is the leading provider of spend management solutions and services, helping companies of all sizes transform the way they manage spend so they can focus on what matters most. Through Concur’s open platform, the entire travel and expense ecosystem of customers, suppliers, and developers can access and extend Concur’s T&E cloud.

Concur’s systems adapt to individual employee preferences and scale to meet the needs of companies from small to large.

Learn more at www.concur.co.uk or the Concur blog.

CIMA THEATRE THURSDAY 11.00 - 11.45

14.00 - 14.45

Save Time And Money Through Accounts Payable Automation In The Cloud!

Seven Warning Signs Of Inadequate Business Software

Jason Howard ITESOFT

Rob Lambden Online50 Limited

“Learn how your accounts payable processes can get results on demand and reap benefits immediately. There couldn’t be a simpler or a more affordable way to kick start a successful automation project with almost zero set up time. See how you can reduce AP process cycle time and capture all possible discounts from suppliers. Discover how you can be more mobile: process AP documents on time anywhere anytime!

Capture documents, approve invoices, search for documents and use the dashboard to visualize KPIs and graphs.

Can you spot the tell-tale signs of inadequate business software? Rob Lambden points out seven warning signs that business systems are not meeting a company’s needs. He provides five reasons why people put up with this, points out three possible outcomes and shows how to help those afflicted. Whether you want the information for yourself or for a client, this seminar equips you to identify and tackle the problem.

12.00 - 12.45

15.00 - 15.45

The Future Of Finance And Big Data

How To Abuse Your Expenses: Part 1

Peter Simons CIMA

Deborah Saunby Software (Europe) Ltd

For many years, finance has faced relentless pressure to become more efficient. Yet, businesses demand better information and some expect finance to also contribute more to help improve performance.

Now Big Data seems to be the next big thing. What does it mean for business and the role of the management accountant? What could it mean for you and will you be ready?

Hire a Private Jet and claim it on expenses?

Lobster and Champagne for lunch? Our story will take you through some real life situations showing how some employees have abused their expenses.

13.00 - 13.45

16.00 - 16.45

Future Workforce: Meeting Today’s Business Challenges With Tomorrow’s Tech

Beyond The Horizon: Laying The Foundations For Growth

Nicki Stewart TVision Technology

“In and On” “More Mobile, more Cloud” What do Microsoft’s catch phrases and marketing hype mean to you? What place does all this visionary tech have in day-to-day finance function? This seminar focuses on how today’s real-life scenarios are invigorated by Microsoft’s Future Workforce strategy. All pipe dreams and “vapour-ware”? Nope, a practical demonstration of the software available today and how to calculate what Cloud means to the bottom line.

CIMA THEATRE THURSDAY

SPONSORED BY

Dom Thomas Access

How can how the finance function can collectively enhance the efforts of the wider business? Financial executives today are working in challenging times and roles are evolving. A fully integrated financial system can help you to manage cash flow and resources effectively and mitigate external risks. Allowing your business to achieve sustainable and profitable growth and you to achieve your own successes. Join this seminar event as we discuss; how to identify obstacles, overcome challenges and stay nimble while preparing for growth.

ABOUT CIMA

The designation is powered by the resources and expertise of two of the world’s leading accounting bodies – CIMA and AICPA. It aims to establish management accounting as the most valued profession in business worldwide. CIMA members work at the heart of business in industry, commerce and not for profit organisations. We have strong relationships with employers, and sponsor leading research. CIMA is committed to producing relevant, rigorous and applied research. We publish industry-leading insight, fund academic programmes, and collaborate with partners globally to help people and organisations drive better, sustainable business performance.

MAY 2015 ACCOUNTEX

SEMINAR SCHEDULE

41

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

CIMA is the world’s largest and leading professional body of management accountants.

Our mission is to help people and businesses to succeed in the public and private sectors. CGMA is the global designation for management accounting.

PRACTICE GROWTH THEATRE WEDNESDAY

PRACTICE GROWTH THEATRE WEDNESDAY 11.00 - 11.45

15.00 - 15.45

Attracting And Retaining Top Talent

Improved Practice Profitability Through World Class Employee & Client Engagement

Lawrence Bond Accountancy Action

Many of us think that we have the best business and can’t understand why it’s hard to get this message across when searching for new staff members. We may not have a single magic answer, however, there are numerous ideas that can be applied to improve staff attraction. Once recruited, retention is the next challenge as these candidates are still likely to be coveted and courted by other firms.

16.00 - 16.45

The Transition From Business To Private Practice

Osborn’s Pension Odyssey

We all strive to run our own business one day and in accountancy, starting your own practice is the goal of many but are we ready to make that move? This seminar will look at the logistics behind starting your own practice, the legal requirements and making the right decisions from the start.

Doug Ryan Mattioli Woods plc

This is the biggest shake-up of pensions in over 100 years, and is aimed to rejuvenate an industry that has long been under scrutiny. The forthcoming dramatic changes in legislation will mean significant reengagement in saving for retirement for your clients. This seminar will provide an update to the changes in pension law that will be implemented in April 2015, and the advantages and disadvantages it brings, as well as covering the investment options available within pension schemes.

13.00 - 13.45

17.00 - 17.45

‘Let Your Clients Compare Quality, Transparent Services – Not Prices!

Manual Data Entry Meets 21St Century Automation Solutions

Lisa Beale Checkaprofessional.com

Give prospective clients the information they are looking for!

Client testimonials are the most powerful marketing tool a business can have. It is becoming common practice for prospective clients to be looking for third party, completely independent reviews, especially when they are displayed on a well marketed website, which offers no barriers for users when searching and easy to use. Place your practice online, with a directory which actively promotes its members!

14.00 - 14.45 Steve Checkley TaxCalc

Practice Technology 101 – Be Competitive, Be Safe, Be Informed

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

The key to profitability improvements are rarely just about services, systems or processes. Great firms ensure their ‘internal service quality’ is as good as it can be, which hugely impacts on the overall ‘engagement’ of its people. This encourages unrivalled client service & benefit, the key to client satisfaction, loyalty & recommendation. The benefits of this are higher average fees, greater productivity, more referrals & much more.

12.00 - 12.45

Mujibur Rahman Rahman Simmons Accountants

In this must see and high informative seminar, Steve Checkley breaks down the jargon when he takes a look at the huge range of technology options available to practitioners.

Covering new and traditional technologies (and everything in between), you’ll also find out about how different technologies are deployed and used, data protection, including critical forthcoming changes to legislation and how to keep both your own and your clients’ data safe.

42

Jim Thomas PDW Group

SEMINAR SCHEDULE

ACCOUNTEX MAY 2015

Brendan Woods OCREX Ltd

“Software solutions are adding immense value to business activities particularly those of accountants and bookkeepers.

Tasks that were once manual and repetitive can now be broken down using software applications that do all the hard and frustrating tasks for you. Accountants and bookkeepers can then use their time more efficiently and aim their goals towards more value adding processes. Find out more about saving time, increasing efficiency and improving profits.

14.00 - 14.45

Probate – What’s All The Fuss About?

Building Your Practice & Preventing Client Loss

Mike Sturgess SWAT UK

Any accountancy firm can now apply to be accredited to carry out probate work by ICAEW (whether they are ICAEW members or not). This session will examine what difference this makes to the services that we (as accountants) can offer to clients, as well as what can (and cannot) be done in relation to this area. We will also review the accreditation process itself.

Andrew Dunn Begbies Traynor

Building your practice will look at identifying target clients, how to contact them, how to differentiate your practice from other competitors, and how to win new work, as well as preventing client loss. In addition there will be an overview of how to maximise your practice’s online presence as well as the opportunities presented via auto enrolment.

12.00 - 12.45

15.00 - 15.45

Practice Technology 101 – Be Competitive, Be Safe, Be Informed

Take Control Of Your Clients’ Books And Improve Your Business

Steve Checkley TaxCalc

Kevin McCallum and Louise Bowman FreeAgent

In this must see and high informative seminar, Steve Checkley breaks down the jargon when he takes a look at the huge range of technology options available to practitioners.

Covering new and traditional technologies (and everything in between), you’ll also find out about how different technologies are deployed and used, data protection, including critical forthcoming changes to legislation and how to keep both your own and your clients’ data safe.

Did you know that 95% of the UK market is made up of sole traders or micro businesses? Increasingly these smallest clients want to take control of their finances with the help and support of an accountant, but working with them often involves shoeboxes full of receipts. Come along to find out how you can reduce the admin for these clients and spend more time doing what you do best.

13.00 - 13.45

16.00 - 16.45

Auto Enrolment - A New Revenue Stream For Payroll Bureaus

Forecasting: Making It More Profitable For You And Your Clients

Paul Byrne BrightPay

78% of small businesses will look to their bookkeeper, accountant, payroll bureau or advisor for advice and counsel.

Discover how you can benefit financially by offering Auto Enrolment as a service. With a combined Payroll and Auto enrolment solution in place, you will benefit from greater efficiency, more value added and improved cost savings. Find out how and why Auto Enrolment should be a chargeable service.

Kevin Cowan GearShift

Financial forecasting, delivered on the cloud, can increase collaboration with your clients and opens the door to additional value added services. Accountant and business owner, Kevin Cowan shares practical examples from his experience of providing Finance Director services, including how he turned a 2 week cashflow forecasting assignment into a 3 year FD services contract. Find out how to use forecasting services to increase fees and create happier, wealthier clients.

NOTES

MAY 2015 ACCOUNTEX

SEMINAR SCHEDULE

43

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

11.00 - 11.45

PRACTICE GROWTH THEATRE THURSDAY

PRACTICE GROWTH THEATRE THURSDAY

EXACT THEATRE WEDNESDAY

EXACT THEATRE WEDNESDAY 11.00 - 11.45

15.00 - 15.45

Getting The Most Out Of Digital Marketing

Technology + Data = Business Advice. A Match Made In Accounting Heaven

Ivan Imhoff House of Kaizen

House of Kaizen is the merger of Web Liquid Group and NetX, two award winning, veteran, independent digital marketing agencies that have come together to refocus the industry on what makes digital a unique marketing arena - continuous optimization. The business has offices in London, New York and Lagos. Ivan is going to be sharing his insights and advice on how accountancy practices can make better use of digital media and marketing.

Developments in IT have driven (and are continuing to drive) demand for greater volume and quality of information.

This shift presents opportunities for accountant’s looking to generate business through offering business advice, with access to quality ‘revenue-earning’ information never more available. In this presentation Andrew will look at the sources of data and ways to interrogate them which can empower short and medium term decision making and advice.

12.00 - 12.45

16.00 - 16.45

Vivian Nwoji & Matthew Johns Rackspace

Michael Jacobsen Global Entrepreneurs Agency

Data Security In The Cloud: Whose Problem Is It Really?

Why Technology Holds The Key To Communicating With SMEs

Cloud adoption is gaining ground amongst enterprises today.

The momentum demands that cloud consumers understand the cloud technologies they intend to adopt and the services being offered by cloud service providers. One of the biggest challenge with cloud adoption is merging data security with the value and productivity the cloud has to offer. This talk hopes to discuss best practices for securing data in the cloud, regulatory requirements and considerations for cloud adoption.

Serial entrepreneur Michael Jacobsen will look at how technology can improve the relationship between accountants and their SME clients. He will share his experiences of entrepreneurs and provide financial advisors with a better understanding of the tools needed to help their clients grow.

Technology holds the key in not only providing better business and financial insights, but also the means of collaboration to ensure both sides talk the same language.

13.00 - 13.45

17.00 - 17.45

Clarand Year 2 - Lesson’s Learned (And Shared) For New Practices

Overcoming The Challenges Of Delivering Revenue Earning Business Advice.

Claire Priestley Clarand Accountants

With two years under their belt, Clarand Accountants have encountered and overcome many of the common issues facing new practices and accountants looking to differentiate their proposition by offering value added services. In this presentation they will share their experiences and identify the essential process and tools which have enabled them to develop strong and effective working relationships with their clients all over the UK.

14.00 - 14.45 Mark Appel Exact Online

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

What Opportunities Does Social Media Offer Accountants?

You know about social media. But how can you use it to grow your business? Exact’s Global Marketing Director, Mark Appel, is using social media for his own professional and private life to its full extend. He will discuss the opportunities that are available for accountants and demonstrate how Exact and himself have used social media to successfully engage with small businesses and accountants in the online world.

44

Andrew Grove Vizier Ltd

SEMINAR SCHEDULE

ACCOUNTEX MAY 2015

Andy Bailey Exact

Whether it’s in the shoe box or in accounting software, hidden in those numbers is ‘value added’ data which can generate additional revenue. It’s not just about the data though. What additional services make up ‘business advice’? What service levels expected? How do clients require actionable advice to be presented? Which tools help you stay on top of client finances?

11.00 - 11.45

14.00 - 14.45

Data Security In The Cloud: Whose Problem Is It Really?

Technology + Data = Business Advice A Match Made In Accounting Heaven

Vivian Nwoji & Matthew Johns Rackspace

Andrew Grove Vizier Ltd

Cloud adoption is gaining ground amongst enterprises today.

The momentum demands that cloud consumers understand the cloud technologies they intend to adopt and the services being offered by cloud service providers. One of the biggest challenge with cloud adoption is merging data security with the value and productivity the cloud has to offer. This talk hopes to discuss best practices for securing data in the cloud, regulatory requirements and considerations for cloud adoption.

Developments in IT have driven (and are continuing to drive) demand for greater volume and quality of information.

This shift presents opportunities for accountant’s looking to generate business through offering business advice, with access to quality ‘revenue-earning’ information never more available. In this presentation Andrew will look at the sources of data and ways to interrogate them which can empower short and medium term decision making and advice.

12.00 - 12.45

15.00 - 15.45

Clarand Year 2 - Lesson’s Learned (And Shared) For New Practices

Ahead In The Cloud – The Online Potential For Accountants

Claire Priestley Clarand Accountants

Michael Davis HW Fisher

With two years under their belt, Clarand Accountants have encountered and overcome many of the common issues facing new practices and accountants looking to differentiate their proposition by offering value added services. In this presentation they will share their experiences and identify the essential process and tools which have enabled them to develop strong and effective working relationships with their clients all over the UK.

Only 14% of SMEs are using cloud accounting systems, despite the fact that the majority of accountants believe it is beneficial. At the same time, almost two thirds accountants are still not using cloud technology to support their business.

In this session, Michael Davis will provide insight into HW Fisher’s move to cloud technology and explain the driving force behind their decision and how they expect it to benefit their clients.

13.00 - 13.45

16.00 - 16.45

Getting The Most Out Of Digital Marketing

Overcoming The Challenges Of Delivering Revenue Earning Business Advice

Alain Portmann House of Kaizen

House of Kaizen is the merger of Web Liquid Group and NetX, two award winning, veteran, independent digital marketing agencies that have come together to refocus the industry on what makes digital a unique marketing arena - continuous optimization. The business has offices in London, New York and Lagos. Alain is going to be sharing his insights and advice on how accountancy practices can make better use of digital media and marketing.

EXACT THEATRE THURSDAY

EXACT THEATRE THURSDAY

Andy Bailey Exact

Whether it’s in the shoe box or in accounting software, hidden in those numbers is ‘value added’ data which can generate additional revenue. It’s not just about the data though. What additional services make up ‘business advice’? What service levels expected? How do clients require actionable advice to be presented? Which tools help you stay on top of client finances?

VIGOROUS BUSINESS SOFTWARE With Exact Online Accountancy, you have the big picture of your client’s business, with key financial client data available through an online personalised dashboard. So while you produce the finances in real time, you can also offer clients essential business management advice. The result can be greater profits, higher utilisation levels, new revenue streams, more recommendations and happier clients.

MAY 2015 ACCOUNTEX

SEMINAR SCHEDULE

45

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

That’s what Exact builds. For more than 30 years, for more than 184,000 businesses around the world. For entrepreneurial Doers who want to improve, change and grow their product or business.

TAX THEATRE WEDNESDAY

TAX THEATRE WEDNESDAY 11.00 - 11.45

15.00 15.45

IP Incentives – What’s New?

HMRC Tax Penalties Survive The ‘Shoot-Out’

Anne Fairpo ATT

An update on the UK’s tax incentives – the R&D tax relief, including the new R&D Expenditure Credit – and the Patent Box: a quick tour of the possibilities as well as the issues to beware of.

HMRC’s use (some say abuse) of its penalty powers is causing real concern among practitioners. Understanding how HMRC penalties work can help you to help your clients avoid them.

This seminar will provide you with an overview of HMRC’s penalty powers and give you the knowledge and tools to prevent your clients potentially receiving unnecessary or unjust penalty demands in the future.

16.00 - 16.45

The ATT and CIOT have been bringing our influential members to speak at the Tax Theatre since 2012, including John Whiting, Michael Steed, Keith Gordon and many more. Many of our influential members are coming this year again. Watch this space!

Practice Technology 101 – Be Competitive, Be Safe, Be Informed

13.00 - 13.45

17.00 - 17.45

Identifying “Hidden” Tax Relief Within Commercial Property?

Solutions For HMRC Collection Demands And Accelerated Payment Notices

Steve Checkley TaxCalc

Richard Hier Elect Capital Allowances Ltd

There will be embedded capital allowances within any commercial property, but are there other, more attractive tax relief opportunities available to give the client faster and/ or greater relief? We will explore the latest changes not only to the Capital Allowances legislation, but how greater tax relief can be achieved through targeted use of Research & Development Allowances, Land Remediation Relief and Enhanced Capital Allowances.

14.00 - 14.45 Iain Robertson Qubic Tax

Taking Reward From An Owner Managed Business – Recent Developments

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

Mark Taylor mi taxpartners

12.00 - 12.45 ATT and CIOT

Owners can face total tax of 45% plus in getting reward from their business. A lot has been happening that impacts on how to best answer this most common of questions for clients. Iain will update you on the latest position on familiar routes for reward and cash extraction and highlight other approaches, including for those wanting to minimise tax. This practical session will point to pitfalls and opportunities - for partnerships and companies.

46

SPONSORED BY

SEMINAR SCHEDULE

ACCOUNTEX MAY 2015

In this must see and high informative seminar, Steve Checkley breaks down the jargon when he takes a look at the huge range of technology options available to practitioners.

Covering new and traditional technologies (and everything in between), you’ll also find out about how different technologies are deployed and used, data protection, including critical forthcoming changes to legislation and how to keep both your own and your clients’ data safe.

Steven Rogers Cotter Solutions Ltd

HMRC’s Collection Demands and Accelerated Payment Notices (APN’s) requiring immediate payment are causing real concern to many accountants and clients, but these can be successfully challenged and during our presentation we will explain how.

With leading accountants UHY Hacker Young we are helping clients facing such claims via an Action Group and advanced Judicial Reviews that are the leading legal cases relating to the HMRC vs. Cotter legal decisions.

TAX THEATRE THURSDAY 11.00 - 11.45

14.00 - 14.45

Capital Allowances: The Intricacies And The Deadlines – Are You Aware Of Them?

Greater Demands For Increased Indirect Tax Visibility Is Coming - Get Ready!

Mark Tighe Catax Solutions

Never before has capital allowances legislation been so pertinent for commercial property owners and crucially their accountants and conveyancing solicitors. This seminar aims to equip you with the knowledge you need to advise your commercial property owning clients correctly. It will explain how to implement a procedure to ensure your clients have maximised their capital allowances and do not lose out on their right to this valuable tax relief forever.

12.00 - 12.45 Chris Fox RD Tax Solutions

How To Add Value To Your Clients Through Research & Development Tax Relief

TAX THEATRE THURSDAY

SPONSORED BY

Stephen Coleclough & Isaac Saft VATBox

Companies are realizing how important their Indirect Tax data has become. But much needs to be done in terms of infrastructure and systems to benefit. Smart companies are embracing new technology solutions that help collect, validate and analyse their tax data easily, providing complete visibility, governance and control over unstructured and structured transactional data, across all global business entities; not to mention, maximum refund with little effort.

15.00 - 15.45 Bernard Critchley

Taxation For The Over 60’s A short summary of the various aspects of the taxation matters that relate to people in later life.

After the 2014 Autumn Statement announced an increase to the Research & Development tax credit rate, R&D has been a topic that is cropping more and more in the field of accountancy. This seminar will give you a knowledge base from which to advise your clients effectively on eligibility for R&D tax relief, and will also provide the tools needed to enforce a procedure for acquiring this tax benefit for your clients.

13.00 - 13.45

16.00 - 16.45

Practice Technology 101 – Be Competitive, Be Safe, Be Informed

HMRC Tax Penalties Survive The ‘Shoot-Out’

Steve Checkley TaxCalc

In this must see and high informative seminar, Steve Checkley breaks down the jargon when he takes a look at the huge range of technology options available to practitioners.

Covering new and traditional technologies (and everything in between), you’ll also find out about how different technologies are deployed and used, data protection, including critical forthcoming changes to legislation and how to keep both your own and your clients’ data safe.

Mark Taylor mi taxpartners

HMRC’s use (some say abuse) of its penalty powers is causing real concern among practitioners. Understanding how HMRC penalties work can help you to help your clients avoid them.

This seminar will provide you with an overview of HMRC’s penalty powers and give you the knowledge and tools to prevent your clients potentially receiving unnecessary or unjust penalty demands in the future.

ABOUT THE SPONSOR You’ll find a variety of interesting and qualified speakers on topics useful to all practitioners. ATT is the leading educational body in the field of compliance tax law and practice, while 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.

MAY 2015 ACCOUNTEX

SEMINAR SCHEDULE

47

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

We are delighted to sponsor the ATT & CIOT Tax Theatre at Accountex and Legalex, promoting taxation to the attending accounting and finance professionals.

ABBEY+ THEATRE WEDNESDAY

ABBEY+ THEATRE WEDNESDAY 11.00 - 11.45

15.00 - 15.45

Launch Your Own Tax And Funding Consultancy Division With Abbey+

Launch Your Own Tax And Funding Consultancy Division With Abbey+

Justine Dignam Abbey+

The official launch of the UK’s most innovative marketing platform for accountancy firms. Abbey+ allows firms to launch a niche tax consultancy and funding division under their own brand. Partnering with Abbey+ can assist you to protect and grow your existing client base and create a valuable revenue stream from referral fees.

The official launch of the UK’s most innovative marketing platform for accountancy firms. Abbey+ allows firms to launch a niche tax consultancy and funding division under their own brand. Partnering with Abbey+ can assist you to protect and grow your existing client base and create a valuable revenue stream from referral fees.

12.00 - 12.45

16.00 - 16.45

Alison Lynch Abbey+

Andrew Thornhill Pump Court Tax Chambers

Maximising R&D Tax Relief And Patent Box Opportunities For SMEs

Tax Planning - What Is To Be Done And What Is To Be Avoided

R&D Tax – How to spot hidden opportunities Learn some tips on how to identify those clients where R&D is not obvious.

Over recent years HMRC have introduced measures such as GAAR, APNs and Follower Notices to stop tax avoidance arrangements. However, there is still client demand to reduce tax and there are a number of sensible, non DoTAS structures that rely only upon one or two points to achieve tax mitigation. Andrew will explore some of the opportunities available.

The Patent Box – Are you making the most of this very generous tax relief. The Patent Box (in its current form) is “closed to new entrants from June 2016”. This presents a unique opportunity. We will be explaining how it can apply to SME’s in three easy steps.

13.00 - 13.45

17.00 - 17.45

Funding Opportunities For SMEs

Navigating IR35 And What To Do When The Inspector Calls

Simon Day Abbey+

There is an extensive range of funding available to businesses. Recently the range of grants and funding available has expanded significantly and the scope of the qualifying criteria has widened. This ensures that money reaches those businesses looking for funding opportunities that would otherwise see projects delayed or restricted due to a lack of financial resources. This seminar explains the types of funding available and how to secure them.

14.00 - 14.45 Derek Hussey Abbey+

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

Recent Capital Allowances Changes Relating To Sale And Purchase Transactions The seminar will provide an understanding of the recent changes to the Capital Allowances legislation. Derek will be explaining how this is resulting in a loss of tax relief for many clients and how you can help to avoid this by being proactive with your property owning clients.

48

Justine Dignam Abbey+

SEMINAR SCHEDULE

ACCOUNTEX MAY 2015

Paul Mason Abbey+

How the IR35 landscape has changed in the last three years.

HMRC’s approach to IR35 investigations and the key issues to be argued around IR35. How Abbey Tax can help you prepare your clients in the event of an investigation, including the measures that your clients can take now to protect themselves and give both you and them peace of mind.

11.00 - 11.45

14.00 - 14.45

Launch Your Own Tax And Funding Consultancy Division With Abbey+

Recent Capital Allowances Changes Relating To Sale And Purchase Transactions

Justine Dignam Abbey+

The official launch of the UK’s most innovative marketing platform for accountancy firms. Abbey+ allows firms to launch a niche tax consultancy and funding division under their own brand. Partnering with Abbey+ can assist you to protect and grow your existing client base and create a valuable revenue stream from referral fees.

Derek Hussey Abbey+

The seminar will provide an understanding of the recent changes to the Capital Allowances legislation. Derek will be explaining how this is resulting in a loss of tax relief for many clients and how you can help to avoid this by being proactive with your property owning clients.

12.00 - 12.45

15.00 - 15.45

Maximising R&D Tax Relief And Patent Box Opportunities For SMEs

Navigating IR35 And What To Do When The Inspector Calls

Alison Lynch Abbey+

R&D Tax – How to spot hidden opportunities Learn some tips on how to identify those clients where R&D is not obvious.

The Patent Box – Are you making the most of this very generous tax relief. The Patent Box (in its current form) is “closed to new entrants from June 2016”. This presents a unique opportunity. We will be explaining how it can apply to SME’s in three easy steps.

ABBEY+ THEATRE THURSDAY

ABBEY+ THEATRE THURSDAY

Paul Mason Abbey+

How the IR35 landscape has changed in the last three years.

HMRC’s approach to IR35 investigations and the key issues to be argued around IR35. How Abbey Tax can help you prepare your clients in the event of an investigation, including the measures that your clients can take now to protect themselves and give both you and them peace of mind.

13.00 - 13.45

16.00 - 16.45

Funding Opportunities For SMEs

Tax Planning - What Is To Be Done And What Is To Be Avoided

Simon Day Abbey+

Andrew Thornhill Pump Court Tax Chambers

There is an extensive range of funding available to businesses. Recently the range of grants and funding available has expanded significantly and the scope of the qualifying criteria has widened. This ensures that money reaches those businesses looking for funding opportunities that would otherwise see projects delayed or restricted due to a lack of financial resources. This seminar explains the types of funding available and how to secure them.

Over recent years HMRC have introduced measures such as GAAR, APNs and Follower Notices to stop tax avoidance arrangements. However, there is still client demand to reduce tax and there are a number of sensible, non DoTAS structures that rely only upon one or two points to achieve tax mitigation. Andrew will explore some of the opportunities available.

Abbey+, a division of Abbey Tax and Consultancy Services Limited, is the UK`s leading independent tax and funding consultancy to the accountancy profession. Partner firms have access to an exciting new online marketing platform that gives you the ability to protect and grow your client portfolio, attract new clients and generate a new revenue stream.

Visit us in the Abbey+ Theatre, or at stand number A484, to discuss how Abbey+ can assist you to launch your own tax and funding consultancy division.

MAY 2015 ACCOUNTEX

SEMINAR SCHEDULE

49

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

ABOUT ABBEY+

HOW TO THEATRE HOW TO THEATRE WEDNESDAY

HOW TO THEATRE WEDNESDAY 11.00 - 11.45

15.00 - 15.45

Driving Your Business Forward With A Costed Automatic Enrolment Proposition

Increasing Your Revenues While Assisting Your Client’s Journey

William Finch The People’s Pension

As more businesses enter the auto-enrolment market, come and see William Finch from The People’s Pension talk about driving your business forward with a costed automatic enrolment proposition.

Is it a disaster when your valued client decides to sell his or her company? It need not be. The ONS reports the average vendor now sells at 53. Such people are not ready to finish their careers quite yet. However, this takes you deeper into the world of share sales, fund-raises, BIMBOs and MBIs. This seminar helps you identify the risks, achieve the revenues and help the client.

12.00 - 12.45

16.00 - 16.45

We Didn’t Actually Overspend Our Budget. The Allocation Simply Fell Short Of Our Expenditure

The Pros And Cons Of A Franchise

Graham Light Purchase Orders OnLine

The purpose of the seminar is to highlight the criticality of having a robust Purchase Order process in place for companies of all sizes. With the right facilities, such as Budget controls and the correct approval structures, as well as comprehensive reporting - including the ability to export data- companies will get proper control of their expenditure, avoiding unnecessary errors and cost over runs on projects.

An introduction to what a Business Format Franchise is including what to consider if you’re investing in a franchise or you have a client looking to franchise their business. This seminar will cover the pros and cons of franchising with practical examples and due diligence to consider.

17.00 - 17.45

Self Serve Portal

Why The World Needs Money Laundering

Craig James Neopay Ltd

GenLife is a fast growing FinTech business, a Platform based business for savings and pension that has successfully opened the market to all employees that had previously been excluded by the mature life and pensions companies. Allowing partners (accountants and payroll bureau) to serve their clients at a low cost. Nick/Arnie will discuss how it is possible to acquire and support pension members for a few pence and deliver what they need to save for retirement.

14.00 - 14.45

Kevin McCallum and Louise Bowman FreeAgent

Take Control Of Your Clients’ Books And Improve Your Business

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

David Paulson TaxAssist Accountants

13.00 - 13.45 Nick Ayton GenLife Ltd

Did you know that 95% of the UK market is made up of sole traders or micro businesses? Increasingly these smallest clients want to take control of their finances with the help and support of an accountant, but working with them often involves shoeboxes full of receipts. Come along to find out how you can reduce the admin for these clients and spend more time doing what you do best.

50

Dr Mike Sweeting FIoD FInstSMM BCMS Corporate Ltd

SEMINAR SCHEDULE

ACCOUNTEX MAY 2015

A realistic view of the current financial crime landscape and the history of how we have arrived at where we are today. Consideration of the attitudes and approach of governments, regulators and law enforcement, questioning just how realistic are their expectations on industry and to what extent do they take into account the need for controls that allow for commercial considerations. And the fact that some MLRO’s just need shooting.

11.00 - 11.45

14.00 - 14.45

It’s Time Your Website Became A Lead-Generation Machine!

Why Accountants Struggle With Social Media And What You Can Do About It

Tim Prizeman Kelso Consulting - PR Advisers

Connor Kinnear Passle

Most professional firms have websites and blogs that don’t really work. Despite lots of expense and effort, they generate few decent leads and provide little useful insight. It shouldn’t be this way! It’s time your website became a lead-generation machine! In just 25 minutes we’ll outline a great way of combining your professional expertise with a simple but powerful approach that will turn your website into a leadgeneration machine.

Discover the results of our research into the social media and content marketing activity of the top 100 UK accountancy firms, and find out where your firm ranks. In this seminar, you will learn why accountancy firms struggle to maintain an updated online presence, and how to create an outstanding online presence with very little effort.

12.00 - 12.45

15.00 - 15.45

Delegation, Improving Efficiency And Boosting Revenue

“Apps To Zero” 26 Ways To Gain Or Retain Clients

Clare Rutt Fridaygirl.com Limited

Tony Margaritelli ICPA

This seminar examines the art of delegation and how it can enable you to capitalise your time and earning capacity. You will come away from the session with a deeper appreciation of how delegation can empower you, your company and your clients to improve productivity and surpass expectations. Learn to recognise when help is needed and what to delegate. Gain practical advice on how to improve your delegation skills.

An A to Z of ways to help your practice either gain new clients or help retain the clients you already have. Tony Margaritelli Chairman of the ICPA gives 26 ideas to help you grow your practice whilst also looking after the ones you already have.

13.00 - 13.45

16.00 - 16.45

Making Your Bookkeepers Count

Horrid HR

Garry Carter Institute of Certified Bookkeepers

ICB Chief Executive Garry Carter will speak on the importance of ensuring that bookkeeping staff are trained and competent and how Certified Bookkeepers can help you grow your practice. With over 30 years of experience in the sector, Garry has seen it all and can give a unique insight into the latest developments in the bookkeeping world.

HOW TO THEATRE THURSDAY

HOW TO THEATRE THURSDAY

Amanda Chadwick Taxwise Rewards

Struggling to get clear HR advice aimed at protecting the employer and end up crossing your fingers? Why not find out the trends, hot topics and legislation changes this year that are affecting employers and if you want to know the simple, cost effective ways of dealing with your staffing issues and see Horrid HR mistakes brought to life then this session is for you.

MAY 2015 ACCOUNTEX

SEMINAR SCHEDULE

51

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

NOTES

SAGE THEATRE WEDNESDAY

SAGE THEATRE WEDNESDAY 11.00 - 11.45

Jonathan MacDonald The Thought Expansion Network

How To Use Perpetual Change To Fuel Outstanding Business Success Jonathan will explore effective methods of expanding thinking about the current landscape that shapes our future business environment, including the contexts of currency, finance, investment and money management. He will discuss how to unlock observations of external innovation to drive new commercial opportunities and competitive advantage. And finally, he will reveal how to accelerate success with iterative processes and a mindset of urgency.

The Power of Cloud “The Power of Cloud” - How the combined power of software and cloud is transforming business.

15.00 - 15.45

The New UK Gaap – Preparing For Change

Exploring The World Of Alternative Finance

Ari Last MarketInvoice

The new UK financial reporting regime is effective from 1 January 2015 and further change for small companies is expected in 2016. This session considers the implications of applying FRS 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland for the first time, the potential withdrawal of the FRSSE, and the proposed new standard, FRS 105 The Financial Reporting Standard applicable to the Micro-entities Regime.

The alternative finance sector is a flourishing and evolving sector, yet according to Nesta only 44% of businesses are familiar with it. Peer-to-peer, crowdfunding and invoice trading are three new ways your small business clients can access finance. Hear about the different types of finance available from Ari Last. Ari is from MarketInvoice, whose award-winning peer2peer lending platform connects to Sage Line 50 data and allows clients to borrow against individual unpaid invoices

13.00 - 13.45

16.00 - 16.45

Automatic Enrolment For Accountants

Threats In Cyberspace: The Government Response

Neil Esslemont- Pensions Regulator Pensions Regulator

This session will include an overview of Automatic Enrolment and the role of The Pensions Regulator - Learn how Automatic Enrolment will affect accountants and SME’s.

NOTES

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

Piers Linney pierslinney.com

12.00 - 12.45

Marianne Mau FCA ICAEW

52

14.00 - 14.45

SEMINAR SCHEDULE

ACCOUNTEX MAY 2015

Richard Bach Department for Business, Innovation & Skills

Every day, the UK is subjected to thousands of malicious events in cyberspace. All major sectors of the economy are affected. The larger attacks are reported in the media and make scary reading but who is behind the attacks and what can be done to improve organisations’ defences? Is this session, BIS will describe the most common threats posed, and set out what organisations can do to protect themselves.

11.00 - 11.45

14.00 - 14.45

G-Cloud – The Digital Market Place

A Business Lending Revolution: How SMEs Are Benefiting From Peer-To-Peer Lending

Stephen Allott Cabinet Office

How to sell to the public sector on G-Cloud’s Digital Marketplace.

SAGE THEATRE THURSDAY

SAGE THEATRE THURSDAY Dan Sinclair Taylor Funding Circle

An introduction into the alternative finance world of peerto-peer lending, with an explanation of key technologies and how this type of lending can benefit SMEs looking to raise finance. We will also cover the future of finance and how the lending landscape is changing for the better.

12.00 - 12.45

Guest speaker to be announced on the Sage stand.

Pop Over During The Show To Find Out!

15.00 - 15.45

Tim Deluca-Smith Huddle

Building An Intelligent Enterprise Through The Cloud Whether it’s to drive cost savings, improve mobility and collaboration across the workforce or achieve greater scalability, enterprises globally are embracing cloud strategies to drive value into their organisations. But how can financial organisations make the cloud work for them and what, in a highly regulated market, are the security, compliance and cultural considerations? This seminar will provide attendees with an overview of how a cloud-first strategy can transform the way people work.

13.00 - 13.45

16.00 - 16.45

The Move To The Cloud And How It Will Affect You

UK GAAP – A Year Of Change

Tom Davies BCSG

Your small business (SMB) customers are increasingly adopting cloud services to help improve their efficiency, and they are doing this a number of ways – by themselves or through a trusted provider. But what does that mean for you? One of the fastest growing cloud application categories is bookkeeping and so it is vital that you, as accountants, are up to speed and ready to come on-board otherwise you risk being left behind.

Amy Noblett Sage

2015 sees the biggest change in UK reporting for a generation, with the mandatory adoption of FRS 102 and expected changes to the small companies’ regime and the FRSSE. It will be essential that the accountancy profession understand the extent of these changes and the practical issues surrounding transition, in order to minimise costs and maximise on potential that these new standards offer.

ABOUT SAGE

We’ll also be partnering with independent industry bodies, such as ACCA, CIPP and The Pensions Regulator, who will be providing guidance on the compliance changes currently impacting accountants. Our guest speakers will talk about the latest technological trends that are set to change the future of accountancy.

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* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

When choosing software to use in practice, industry or to recommend to your clients, it’s good to know that Sage Accountant’s Division has the experience and knowledge to support and advise you. In the Sage Theatre, we’ll share our expert knowledge on topics such as automatic enrolment, new UK GAAP and the latest online technology.

INTUIT THEATRE WEDNESDAY

INTUIT THEATRE WEDNESDAY 11.00 - 11.30

15.00 - 15.45

How Do You Run The Practice Of The Future Today? Discover New QuickBooks

Tomorrow’s Practice: How Will YOU Change?

Deepti Sahi Intuit

In an online world, efficiency becomes more achievable as you have access to more data, but how you adapt and benefit from this change within your practice is key for success. In this session we will be discussing why, “simplicity is the ultimate sophistication” and will explore how, in a changing world where fees are under pressure, efficiency should be a key focus for any practice.

Uncover the practice of the future with new research from the ICAEW in association with QuickBooks. What will accountancy practices look like in the next few years? What services will clients want? And will those clients approach you, their accountant, to deliver those services? In this panel session, leaders from the accounting profession will explore the key drivers of change within the profession and share advice on how to respond to these changes.

12.00 - 12.45

16.20 - 17.00

Mark Wickersham AVN

Nick Williams Intuit

How Value Pricing Will Transform Your Business Results

Partner With QuickBooks To Transform Your Online Practice

In this research-based session, best-selling author Mark Wickersham FCA will show you exactly how to present your prices for your cloud accounting solutions in a way that gets more clients and higher prices. Many accountants worry that cloud accounting makes compliance work so easy you will see downward pressure on fees. This is not the case; when you use cloud accounting to add value and price based on that value.

Discover practical advice to help you understand cloud accounting, determine which clients are the right fit for working in real time online and how to move your practice online. You’ll learn the key benefits of onlinebased accounting software, including a demonstration of QuickBooks, the world’s no.1 online accounting solution, and support and services you can leverage to make the transition easier for you and your clients.

13.00 - 13.40

17.15 - 17.45

Jonathan Margolis

Why Do Some Technologies Succeed And Others Fail?

We are bombarded by claims that different new technologies are the Next Big Thing. There are proponents for all of them - wearable gadgets like the Apple Watch, internet glasses such as Google Glass, and a plethora of examples of the ‘internet of things’ - the gadgets that will supposedly communicate with one another in the connected home of the near future. But which of these technologies will really take off?

14.10 -14.50 Mark Lee

* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

Win More Work The Easy Way: STAND OUT! The easiest way to win more work and to be more successful is to STAND OUT from the competition in a positive vein. Mark has created a simple framework containing 7 fundamental principles to help you do this. You don’t need to adopt them all and some of them will cost you nothing to implement. There’s no need to invest a lot of time and money in branding, marketing and social media if you don’t want to do so.

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David Walsh Intuit

SEMINAR SCHEDULE

ACCOUNTEX MAY 2015

Abdenour Bezzouh Intuit

Calling All Developers: How To Integrate With The World’s No.1 Online Accounting Solution Please join us for an overview of our Intuit Developer platform capabilities. We will show you how to quickly build an integration with QuickBooks online leveraging our developers tools and talk about the power of the ecosystem

11.00 - 11.30

14.15 - 15.00

How Do You Run The Practice Of The Future Today? Discover New QuickBooks

Marketing For Maximum Impact

Deepti Sahi Intuit

In an online world, efficiency becomes more achievable as you have access to more data, but how you adapt and benefit from this change within your practice is key for success. In this session we will be discussing why, “simplicity is the ultimate sophistication” and will explore how, in a changing world where fees are under pressure, efficiency should be a key focus for any practice.

Dan Richards Insight Marketing

An insightful look at how end client habits have changed, how firms are building a ‘single critical interface’ with their clients through their own App and how that further promotes the use of cloud services. Plus, how structuring your cloud and App solution in this key way produces referrals and protects your future.

12.00 - 12.45

15.15 - 16.00

Auto-Enrolment Is An Opportunity For Your Practice: How Will You Unlock Profits?

Partner With QuickBooks To Transform Your Online Practice

Ian Fletcher 2020 Group

Nick Williams Intuit

Auto Enrolment (AE) is here!

In this session, Ian will outline how accountants can profit from using an AE compliant payroll solution to help clients cope with their AE responsibilities. He will discuss practical steps you must take to add value to your client proposition.

How to Build a Winning Practice Online - Discover practical advice to help you understand cloud accounting, determine which clients are the right fit for working in real time online and how to move your practice online. You’ll learn the key benefits of online-based accounting software, including a demonstration of QuickBooks, the world’s no.1 online accounting solution, and support and services you can leverage to make the transition easier for you and your clients.

13.00 - 13.40

16.15 - 17.00

Jonathan Margolis

Why Do Some Technologies Succeed And Others Fail?

We are bombarded by claims that different new technologies are the Next Big Thing. There are proponents for all of them - wearable gadgets like the Apple Watch, internet glasses such as Google Glass, and a plethora of examples of the ‘internet of things’ - the gadgets that will supposedly communicate with one another in the connected home of the near future. But which of these technologies will really take off?

INTUIT THEATRE THURSDAY

INTUIT THEATRE THURSDAY

Abdenour Bezzouh Intuit

Calling All Developers: How To Integrate With The World’s No.1 Online Accounting Solution Please join us for an overview of our Intuit Developer platform capabilities. We will show you how to quickly build an integration with QuickBooks online leveraging our developers tools and talk about the power of the ecosystem

ABOUT INTUIT

The Intuit Software Theatre is the place to be to stay ahead of the game and transform your practice to respond to the changing needs of your clients. Our strong line-up of respected speakers from the industry and beyond will be equipped with a wealth of information on the latest trends, host lively interactive panel discussions and deliver dedicated Intuit clinics designed to help you grow your practice and deliver even better service to your existing clients.

MAY 2015 ACCOUNTEX

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* Content and speakers are subject to change. The digital show guide and seminar timetable will be updated online prior to the show, so please check www.accountex.co.uk for the latest information.

Intuit is investing to deliver awesome product experiences for accountants and bookkeepers in the UK. Our goal is to help you work better with your clients and take your practice to the next level.

POWERFUL

FOR YOU SIMPLE FOR

YOUR CLIENTS MediaNode Ltd Overview

Search Files Billing Settings Logout

Contacts

Work

Bills

My Money

Banking

Taxes

Accounting

Overview

Quick Links

Cashflow

Last 12 months Incoming

Outgoing

100k

INCOMING

£161,473

50k

0k

OUTGOING

May

Invoice Timeline

Jun

Invoices

Jul

Aug

Estimates

Projects

Sep

Oct

Nov

Dec

Jan

Due

Paid

50k

£50k

25k

£25k

Oct

New Invoice

Nov

Dec

Mar

Apr

BALANCE

Jan

Feb

Outstanding

£26,800.00

View all Invoices

Business Current Account

£44,215

Business Current Account Last updated 1 May 15

75k

Sep

Feb

£149,176

Cashflow

Timeslips Overdue

0k

£310,649

£0

Jul 2014

Upload Statement

BALANCE

Oct 2014

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Apr 2015

All Accounts

£101,234.42

View all Bank Accounts

Visit FreeAgent on stand A204

Award-winning accounting software for accountants who work with freelancers and small businesses.

Working with your small business clients often involves a lot of admin. That’s where we come in. We’re specifically designed to simplify these tasks, so using FreeAgent could be the difference between dealing with a shoebox full of receipts, or not.

We’re a powerful, end-to-end cloud accounting solution with unique features for accountants, used by more than 40,000 customers. In fact, the British Accountancy Awards named us Practice Software Product of the Year in 2014.

Some of the things you can do with FreeAgent include: Setting up instant alerts for your clients’ accounts Customising access levels for your clients Collaborating with clients in real time on the same numbers Accessing all your clients’ accounts in the same place Switching seamlessly between client accounts

freeagent.com/accountex accountants@freeagent.com 0800 025 3900 Registered in sunny Scotland: No. SC316774

HEADLINE SPEAKERS

STAND A630

AUTO ENROLMENT: A POT OF GOLD FOR PAYROLL BUREAUS

Accountants need to decide if they are ready to take on auto enrolment business. With many shying away from offering this as an extra service, bureaus need to determine what kind of information and support they will offer to help their payroll clients comply with these new AE duties. Payroll advisors will find that a large portion of these employers will contact them very close to or even after their staging date.

A POT OF GOLD Accountants will naturally increase their profits by providing this facility where they can orchestrate the necessary level of service in exchange for an initial set up fee, plus a monthly retainer to manage the auto enrolment duties. Additionally, if these accountants offer other services such as bookkeeping, tax returns, audits, management accounts, etc., they will have a new platform to reach and up sell to this new audience. You will find employers will be happier to consolidate all their outsourcing services to one person or advisor.

BrightPay provides everything you need to prepare your clients for auto enrolment. It will handle assessment, communications, and calculations for NEST, NOW: Pensions, The People’s Pension, Scottish Widows, and many more.

• • • • • • • •

Staging and employee assessment Postponement feature Handles employee communications Ongoing monitoring and reporting Opt-outs and refund options Free email and phone support Fully compatible with RTI submissions and HRMC payments Integration with many pension providers (including tailored CSV preparation)

BrightPay is an auto enrolment solution that will empower bureaus to improve profit margins and increase the turnaround of these clients. The software has been designed to take all of the grunt work out of auto enrolment.

Good payroll software will further handle all employee AE communications based on each employee’s individual eligibility.

For large, repetitive, or time sensitive tasks, the speed of automated auto enrolment offers

BUREA LICENCU E

WORKSHOPS

With a combined payroll and auto enrolment solution in place, accountants will benefit from greater efficiency, increased value, and improved cost savings.

BrightPay is an easy-to-use payroll solution that can provide everything you need to offer a profitable auto enrolment service to your clients. Through BrightPay’s bureau package you can benefit from unlimited employers, unlimited employees, and unlimited support.

Employee communication will play an important role and is often considered the most challenging part of the process.

It should further be able to handle staging, employee assessment, postponement, ongoing mentoring, opt outs, and refunds. Integration with AE pension providers will be a key consideration to think about when weighing up the various payroll solutions out there.

SEMINAR SCHEDULE

EMPLOYERS UNPREPARED FOR AUTO ENROLMENT

In addition, clients will have an expectation that their payroll providers will present auto enrolment advice in a way that is easy to understand, relevant, and actionable. Accountants do have a short window of opportunity to position themselves as being open for AE business. The experience and expertise of an accountant can help employers understand what they need to be fully AE compliant.

The first step is to review your existing payroll systems to check if it is suitable for what is involved in preparing these clients for auto enrolment. There are a number of competitively priced payroll software with AE features included; however, be cautious as some solutions are charging extra for additional employees, employers, and customer support.

significant cost savings to bureaus.

This will be especially relevant when these employees approach their accountants close to, at, or even after their staging date.

EXHIBITOR LISTINGS

For the majority of small and micro employers this will be their first experience in reviewing any kind of pension scheme for their employees. The fact also remains that many employers lack the capacity and ability to handle these additional payroll tasks. For many employers, implementing any new system can be a daunting, nerve-racking, and downright scary experience to grasp.

PAYROLL SOFTWARE

Unlimit Unlimit ed Employers ed Unlimit Employees ed Sup port

£199

60 DAY TRIAL

25%

OFF FOR EX ACCOUNT ES T A G E L E D

MAY 2015 ACCOUNTEX

EXHIBITORS

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FLOOR PLAN

All bureaus can benefit financially from auto enrolment. The majority of small and micro employers will not have the knowledge or experience to make informed decisions when it comes to AE obligations.

AE can and should be a chargeable service.

Say hello

We are delighted to announce the release of our range for 2015, complete with a more refined and colour-coded interface that is designed to enhance the way you work.

This year, we have simplified our range of Tax Return Production software, so now it’s even easier to choose the right products for your practice.

Fully updated for the 2014-15 tax rules and new Corporation Tax forms, the range also includes low-cost, optional extras for What If? planning, a dividend database of FTSE350 and AIM listed companies, encrypted export of tax returns and schedules and the batch filing of returns to HMRC. Additionally, you can choose from standalone or network versions at no extra cost and our free, unlimited UK based support is always on hand.

TaxCalc Client Hub. Free Practice Management software as standard.

We believe that good Practice Management software is fundamental to getting the best out of your software.

That’s why every TaxCalc software product comes with this module at no additional charge.

TaxCalc Client Hub manages your client data and shares it seamlessly between our Accounts Production, Tax Return Production and VAT Filer modules. With TaxCalc at the heart of your practice, you can keep control of your clients, your data and your workflow.

To find out more about TaxCalc’s 2015 range of software, or to take a trial of any of our software products, please visit www.taxcalc.com

SSA

WINNERS

FOR FIVE YEARS RUNNING

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us

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to TaxCalc 2015

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TaxCalc Accounts Production

Accountex 2015 Offer Purchase any Tax Return Production and Accounts Production products together and receive an extra 3 MONTHS FREE ON YOUR LICENCE Speak to a member of our team for more details

Unlimited

£499 + VAT

TaxCalc Tax Return Production Individual & Partnership Unlimited

£300 + VAT

Corporation Tax Unlimited

Selfie Competition Take a selfie at Accountex with anyone or anything bearing a TaxCalc logo and win

£250 WORTH OF AMAZON VOUCHERS! Follow @taxcalc on Twitter and tweet your picture using #taxcalcselfie for your chance to win and we will donate £1 to The Royal Marsden Cancer Charity!

£150 + VAT

Trust Unlimited

£150 + VAT

TaxCalc VAT Filer Unlimited

£149 + VAT

WORKS FOR YOUR PRACTICE

Bankstream does the data entry for you ...into Sage, Twinfield, KashFlow and more.

Bankstream eliminates data entry and automates bank reconciliations by securely providing client bank statement data directly to accountants.

Bankstream improves accuracy, eliminates delays and saves time.

To find our more visit stand A610 or bankstream.co.uk.

It’s about time.

Stand A610

STAND A760 HEADLINE SPEAKERS

EVERYTHING YOU NEED TO TRANSFORM YOUR PRACTICE

For 17 years AVN has been helping UK accountants generate superior results for themselves by serving their clients better than ever before. And now they will help you to do the same on a completely risk-free basis.

Software that guarantees you leave no stone unturned in being genuinely proactive for your clients

•

Tools and software that help you improve your clients’ profitability and cash flow

•

Systems that transform your reputation by delivering a total accounting solution

•

Software that helps you drive your clients’ tax bills down to the lowest possible level

•

Training and guidance that makes it really easy for you to actually do all of these things

•

Ready-to-use sales and marketing systems that help you to win more of the right kind of clients than ever before

•

Software that systemises your practice so that everything gets done to the same incredibly high standard all the time

•

Systems that allow you to delegate more work than ever before to your team – so that they grow as professionals and you no longer have to do everything yourself

•

Pricing software that allows you to use the very latest research and insights to get customers happily paying higher prices than ever before And much more besides

SEMINAR SCHEDULE

The answer is simple. They are using the research findings, training, software, systems, and tools they get from AVN to transform their practices. Support and resources that include:

•

•

WORKSHOPS

At a time when so many practices are finding life hard, how do some firms achieve all of that?

You can use all of those resources to transform your practice, your profits, and your life – and it won’t cost you a single penny if you don’t want it to.

It has all been proven to work over and over again, by practitioners just like you. Which is why you can use it all in your practice on a completely risk-free basis. Try it. Test it. And see for yourself how well it works.

Your clients, colleagues, family, and bank manager will be so grateful when you do.

CONTACT AVN URL: www.avn.co.uk EMAIL: info@avn.co.uk PHONE : 01246 571191

Research shows that 44% of AVN members are growing by at least 20% a year.

It also shows that AVN members: • •

EXHIBITOR LISTINGS

Fellow professionals have also learned how to get properly rewarded for the great work they do and how to build a practice that delivers the work-life balance

they really want, where clients happily pay premium fees, pay them on time, say ‘thank you’ in the process, and have a team that are happy, motivated, and always willing to go the extra mile.

Command 15% higher prices Earn 50% higher average fees

Discover how you can achieve the same kind of results by talking to AVN here at Accountex or coming to one of our groundbreaking proactivity seminars as our VIP guest.

Ask us for details on how you can use all of AVN’s best software systems, tools, and resources on a completely risk-free basis. It won’t cost you a single penny if you don’t want it to.

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FLOOR PLAN

AVN has spent in excess of £12 million and over 200 man years identifying and researching what really works. And through our seminars and webinars, we have shared those insights with over 10,000 accountants. Professionals just like you have learned how to serve clients brilliantly well, build more successful practices, and make more of a difference.

Stay informed Save time and stay up-to-date with the latest technical articles and analysis on tax, audit and accounting delivered to you every month

■

Collect your free copy at the show

■

Show exclusive subscription prices SAVE 50%

■

Find us at stand A410

www.accountancylive.com

www.lovellconsulting.com

The go to firm for Capital Allowances

Developed by Lindenhouse Software, a leading developer of document management software and with specialist expertise gained from over 2,500 implementations, Virtual Cabinet boosts efficiency for sole practitioners to the UK Top 100s alike.

[ [

Virtual Cabinet takes the management of client’s sensitive documents one step further with the aid of an integrated document portal that simplifies

document authorisation. This innovation represents a major step forward in the accountancy sector served by Lindenhouse and enables the electronic and legally admissible sign-off of documents in the Cloud. Unlike other document management systems, Virtual Cabinet caters for an unlimited number of recipients and signatories on a single document and helpfully reports on who has or has not signed it. The process is fast and efficient and allows users to securely upload their documents to a hosted portal environment by a click of a button.

THIS INNOVATION REPRESENTS A MAJOR STEP FORWARD IN THE ACCOUNTANCY SECTOR SERVED

BY LINDENHOUSE

Larking Gowen sees the Virtual Cabinet client portal as an important differentiator.

‘We can publish a tax return on a client’s personal portal, let them know it is there and request their digital signature and the system will tell us if the client has looked at it and how many times.

Migrating your business to the Cloud isn’t as daunting as you might think!

Here at Hosted Desktop UK we regularly speak to prospective clients who are tempted by the cost and efficiency benefits that can be had by moving their IT into the Cloud but are, quite naturally, concerned about the likely need to retrain staff in the new method of working and the possible disruption this process might cause in terms of the physical movement of applications and data.

At HDUK we are aware of the need to keep clients fully informed at all times during the migration process which in the main happens over the course of one week, with the main transfer of data normally taking place over a weekend to minimize any disruption.

Working in the Cloud on a ‘hosted desktop’ is pretty much identical to working on a standard PC setup; it looks the

same and behaves in the same way so little is needed in the way of staff training. Your migration manager is available throughout your ‘go live’ day to make sure everything goes smoothly.

Clients who have completed their migration often remark on how much easier the process was than they had expected.

Over 400 accountancy practices have now made the move to our hosted platform; here is a typical comment from one of our clients following migration: “Our experience with Hosted Desktop UK has been excellent and their IT support team give us the best support we have ever had.”

David Walker, director of Johnsons Accountants, NorthYorkshire.

Thinking of moving? Come and talk to our team on Stand A660.

EXHIBITOR LISTINGS

‘If the client has a query, we can resolve it quickly and in practice we are finding that documents are reviewed more quickly and some have been returned to us within 45 minutes.

WORKSHOPS

Virtual Cabinet unites industry strength document management with a secure client portal. It will save you hundreds of hours of unproductive time spent looking for documents, whilst integrating with existing accountancy software running in the office.

GET AHEAD IN THE CLOUD

SEMINAR SCHEDULE

COMMUNICATING WITH YOUR CLIENTS

HEADLINE SPEAKERS

STAND A660

‘It is all about adding value and providing clients with new services. We are using cloud technology to set us apart from the competition and at the same time we are benefiting from speed of approval of documents, which leads to other efficiencies’.

CONTACT

CONTACT

Lindenhouse Software URL: www.virtualcabinet.co.uk & www.lindenhouse.co.uk EMAIL: info@virtualcabinet.co.uk PHONE: 0845 1661165

Hosted Desktop UK Ltd URL: www.hosteddesktopuk.co.uk EMAIL: contact@hosteddesktopuk.co.uk PHONE: 0203 239 6181

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STAND A432

Partner with Just Cashflowon If you’re seeking to raise funds for your clients then speak to us as we’re funding growing UK Businesses.

Stand

A714

Just Cash Flow PLC is a responsible specialist lender to UK Businesses.

We work in partnership with professional brokers, partners and intermediaries.

We offer flexible funding solutions from £10,000 to £500,000 to growing businesses to help them manage their cash flow.

The funding is an alternative to a bank overdraft or business loan.

Our solutions put your clients in charge of their day to day finance requirements. It is straightforward to arrange so your clients can concentrate on running their business and not how they finance it.

It is a straightforward application process.

Our range of flexible funding solutions work well in conjunction with other lenders finding the optimum solution for your clients’ business.

We are a partner of the ICAEW Business Advice Service (BAS) and supporter of the Business Growth Service.

To find out more go to justcashflow.com or call 0121 418 7625 Alternatively, you can email us on partners@justcashflow.com JCF10214 | © Just Cash Flow PLC 2015

Your funding partner, for now and the future.

Patron member

justcashflow.com justcashflowuk Just Cash Flow PLC is registered at 1 Charterhouse Mews, Farringdon, London EC1M 6BB under Company number 08508165

Fully manage your expenses on the go with webexpenses

Webexpenses provides award-winning, cloud-based expenses management software across any device so you can build expenses claims wherever you go, and record your spend as it occurs.

We work with an international client base to ensure expenses processing is quick, simple and painless, and we’re proven to save companies up to 25% in T&E costs too.

Come and take the ‘expenses on the go challenge’ with webexpenses!

Visit us on stand A510 at Accountex 2015

Learn more at www.webexpenses.com or call us on +44 (0)800 711 7136

STAND A310

INCREASE YOUR REVENUES; ASSIST YOUR CLIENT’S JOURNEY Is it a disaster when your valued client decides to sell his or her company?

It need not be. By working together with BCMS, accountants and other professionals can keep the client, maximise revenue and share a better future together.

WORK WITH THE WORLD’S NUMBER ONE First established in 1989, BCMS set out to revolutionise Mergers and Acquisitions (M&A) in the UK in 2000. Today, as an advisor to shareholders of privately owned businesses, BCMS completes more

deals by volume than any other company in the world, according to data submitted to Bureau van Dijk’s Zephyr database.

THE WORLD HAS CHANGED – BUT HAS M&A? When BCMS first began advising on M&A transactions, the company found both vendors and their advisors were totally focused on the financial planning aspects of selling a company – and not on getting it sold. Companies were typically under-sold, often for a price far below their true market value. At that time, only a few investment banks had defined fees, and almost nobody shared their charging structure with the client.

Come and hear Dr Mike Sweeting speak in the ‘How to’ Theatre on Thursday. Mike has worked with professionals in over 20 countries, helping them build their businesses through a more educated approach to their clients as they age, consider exit, and plan for the future. Most recently he has worked with professionals from Poland, Australia, Israel and Hong Kong – helping them to increase their revenues and launch new initiatives.

Mike is a Fellow of both the Institute of Directors and of the Institute of Sales & Marketing Management. He has a PhD from Durham University and contributed chapters to IoD books: ‘Growing Businesses’ and ‘Mergers & Acquisitions’. He has sat on two EU sponsored committees on succession and exit planning for business.

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BCMS quickly established itself as a company with clear differentiators: the only M&A firm to publish a tariff, to charge flat fees, to share KPIs transparently with the client, to dedicate specialist 8-strong teams on every project, and to give a small company exactly the same high level of service as a large one.

The M&A landscape in 2015 has not changed as much as you might think. BCMS has grown, however.

In 2000, the company employed 30 UK staff and none abroad. Now BCMS numbers 260+ staff in 25 offices across five continents.

500+ SUCCESSFUL DEALS SPEAK FOR THEMSELVES BCMS’ track record is exceptional, across multiple sectors and across borders. BCMS’ website www.bcmscorporate.com showcases many of our deals – a figure that now exceeds 500 transactions in the last decade

alone, including trade sales, MBOs, MBIs and equity sales. The website also shows case studies, viewpoints, video interviews with past clients, and testimonials.

YOUR PRACTICE CAN BENEFIT NOT JUST YOUR CLIENTS Over 1,600 UK accountancy firms already recommend BCMS services to their clients. As a result of BCMS’ referral system, those who refer clients to BCMS can make more revenue from a successful sale negotiated by BCMS than if they attempted to handle the sale themselves.

WHAT DO I DO ABOUT IT? Here are some options: • •

• •

Attend our short seminar at Accountex Speak to someone at our stand A310. We are happy to discuss specific examples, not just talk in general. No company names need be mentioned. All dialogue is totally confidential Get in touch after the events Perhaps attend one of BCMS’ weekly seminars for company owners. These take place throughout the UK. Either go alone to evaluate, or bring a client with you so they hear the crucial issues from a mouth other than your own!

CONTACT BCMS CORPORATE LTD URL: www.bcmscorporate.com EMAIL: matthew.rawlinson@bcms.co.uk PHONE: 01635 299 616

Why Docusoft

Benefits Easy to use

ICAEW Accredited

Enhances compliance

Saves money

Seamless integration

Improves productivity

About Us Docusoft is a leading solution provider in enterprise information management systems and has been providing solutions since 2003. With its cutting edge technology in Document Management and CRM, Docusoft is used by more than 300 clients across the globe .

Docusoft offers core solution packages to address the business needs of any size of organisation. It is designed to give central control over the information infrastructure, enforce standards, security and auditing, whilst making business units adaptable to work flow management. Docusoft is built on leading Microsoft technologies to simplify system administration and provides seamless integration with both Microsoft Office applications and other products.

Document Management (DMS) The Docusoft DMS is a comprehensive and extremely powerful document management and workflow solution for all your document handling requirements.

Customer Relationship (CRM) The Docusoft CRM includes User Calendars, Task Management, Contact Management, Database Management and a MailMerge facility. Together with the Docusoft DMS it delivers a comprehensive solution for contact, document and task management.

Document Creator The PDF Creator provides simple functionality to merge many documents into a single PDF. The newly created PDF can be emailed or published to the Portal.

Portal The Docusoft Portal provides a secure environment for 2-way document delivery and electronic approval processing. It is offered standalone or integrated with the Docusoft DMS and will significantly speed up document approvals.

Application Integration Docusoft integrates seamlessly with leading Accounting and Financial Software Suites, including IRIS, Digita, Practice Engine, SAGE, CCH, Avelo and many others, and in any combination.

Solutions for Accountants OVER 3,500 PRACTICES

Taxwise are specialist providers of Tax Fee Protection Insurance Schemes to Accountancy Practices. By focussing on our core product we have the most competitive product supported by a 60+ strong team of experienced industry professionals.

Come to stand A274 and find out why Taxwise gives both your practice and your clients so much more than just Tax Fee Protection Insurance.

You could also win an iPad Mini!

WIN AN I! IN iPAD M

Find us at stand A274 taxwise-online.com

Videos Animation Apps

WWW.GNUFILMS.CO.UK

INT. GNU’S OFFICE - DAY Three colleagues stand, dressed as Gladiators in a sandy, blood stained arena.. Their skin shines from oil and their brow dusty from labour.

A lithe, leather-clad women steps forwards adressing the bronzed but slightly hairy Adonis Valerie Why doesn’t the hero reveal himself and tell us your real name. You do have a name?

Uncover your brands story.

Jack, his back to Valerie, looks grimly over his shoulder JACK My name is Editor!

VALERIE (puts her sword to his throat) Editor! You will remove your headphones and tell me your name.

JACK (slowly pulls his headphones down) My Name is Gnu Films Maximus, Producer of videos, Commander of animations. Father to digital content, husband to Adobe Premier.

And I will have my succesful marketing campaigns in this life and the next!

EVE (leans casually against a plastic horse) ...I dunno Jack....it might be a bit much... plus you haven’t mentioned our website.

Gnu Films Ltd. Portfolio Centre, Northampton NN2 6FB 01604 779079

www.gnufilms.co.uk

#NAMETHATMOVIE

0207 096 6036

Your world connected your business transformed

8x8 Solutions, the UK/European arm of 8x8, Inc (NASDAQ:EGHT), is a trusted provider of secure and reliable cloud-based unified communications and virtual contact centre solutions for professional businesses.

Visit us on stand A584 and find out more Business phone system

Cloud Contact Centre

E: corporate-uk@8x8.com

W: 8x8.com/uk

Unified Communications

®

For better. For all.

TRUST|Pensions is open to all employers on equal terms.

No quotes, no waiting, no minimums, no fees to join our scheme.

Just sign up on our website for a complete end-to-end automatic enrolment solution, which offers: • Assessment & Communications* • Automatic Enrolment compliant TPR-regulated multi-employer scheme • Ongoing governance and oversight by professional trustee

Five reasons to use TRUST|Pensions

1 2 3

Support: dedicated support for employers and their advisers (optional Delegated Access)

4

Flexibility: compatible with any payroll and with any middleware Security: all are assets held in the AXA Corporate Trustee Investment Plan

5

Expertise: the scheme is run

by Bridge Trustees, and offers risk profiled funds managed

by Architas, BirthStar® target date funds managed

by AllianceBernstein, as well as Ethical and Sharia investment options Low charges: from 0.75% Member Borne Deductions

www.trustpensions.org.uk *Additional costs may apply if you do not have an existing supplier. TRUST|Pensions is part of the Corporate Pensions Trust a multi-employer defined contribution only occupational pension scheme (‘master trust’), HMRC Pension Scheme Tax Reference 00805962RF

Automate manual data entry!

Extract data from:

Import to:

Bank Statements Credit card statements

Accounting &

Invoices

Bookkeeping software

Visit our Stand A312 Special Accountex discounts & Free trials available on all products

Website: www.ocrex.com Phone: 0044 20 33933058

Email: info@ocrex.com

Global Data Solutions

...in a nutshell W2 Global Data Solutions Ltd (W2) provide a wide range of SaaS driven, online screening tools to help organisations conduct regulatory Know Your Customer (KYC), Anti Money Laundering (AML) and Fraud prevention due diligence. Services include ID and Age verification, PEP and Sanctions screening and device location or reputation management.

Contact Us Email: Enquiries@w2globaldata.com

W2 have access to some of the world’s largest data providers to ensure that our clients get intuitive, real-time access to reliable, up to data information.

Tel:Â 0330 088 9542 Web: www.w2GlobalData.com Skype: w2globaldatasolutions @w2globaldata /w2-global-data-solutions-limited

W2 is a software enablement platform. Which means that, we aggregate data and ancillary services from a wide spectrum of suppliers such as Dow Jones, Veridu, Paycasso, Experian and Buerau Van Dijk so that organisations can have a single point of integration to a myriad of data sources and service providers.

W2 are data agnostic so you can choose which service providers you want to access, and in whatever sequence makes the most economic sense.

/w2globaldata

Company registration number: 07669978

0845 345 3300

tellmemore@theaccessgroup.com

www.theaccessgroup.com/bookofsuccess

view of su clear cce a t ss e G

The Access Group offers the end-to-end solution to help you and your business succeed.

Complete with project costing software, resource scheduling, procurement and online time and expense tracking, all feeding straight into your finance system.

We supply all of this while providing best practice during implementation.

THE BENEFITS OF CHOOSING AN ACCESS SOLUTION: •

Department collaboration

•

Effective & profitable • project management

Customer transparency & engagement

•

Configurable workflows

•

Where would you like to see success?

Talk to us about what you’d like to achieve for your organisation.

0845 345 3300 or visit: www.theaccessgroup.com/bookofsuccess

Improve cash flow

COULD AN EXPENSE CLAIM EVER WRITE ITSELF? Imagine an easier way to manage your expenses.

Travel, accommodation, entertainment and mileage costs automatically itemised and added to your expense claim.

Card charges appear automatically as categorised line items and receipts can be captured as a photo on your mobile.

This is how Concur helps manage your company’s spend so you can see the big picture.

SE

TRAV R AVEL EXTPEN SE EL

EX P E NS E TRAVEL EXPENSE INVOICE

INVOIC E INVOI TRAVEL CE

I NVOI CE

Start your free test drive at www.concur.co.uk or call us on 01753 501 444

Visit us on stand A134

Visit us at Accountex on stand A122

Turn the Auto Enrolment iceberg into something more manageable with Polestar Payroll & Polestar Support Let’s face it, payroll has become more challenging and time consuming since RTI and it’s only become more complex with Auto Enrolment.

We understand the difficulties smaller businesses will face with implementing and managing Auto Enrolment on an ongoing basis. To ease this burden we have developed a range of services aimed at reducing the impact Auto Enrolment has on business and helping to eliminate non-compliance and the high penalties it incurs.

Polestar Payroll Outsourced Payroll & Auto Enrolment solutions for Accountants

t 01202 974 100 f 01202 974 101 enquiries@polestarpayroll.co.uk 5 Brackley Close Bournemouth International Airport Christchurch Dorset BH23 6SE www.polestarpayroll.co.uk

Public Relations and Thought Leadership Specialists Our team of Public Relations consultants has a wealth of experience creating high-impact campaigns of the sort that deliver business leads and a strong reputation.

Director Tim Prizeman will be speaking on: How professionals are grabbing clients' attention with exciting ideas

How accountancy and law rms of all sizes can create successful ‘thought leadership’ initiatives

Wednesday 5pm - Hot Topic Theatre in LegalEx

It's time your website became a lead-generation machine!

Does your website generate few leads or the wrong sort? If so nd out how to change this quickly.

Thursday 11am - How To Theatre in AccountEx

Our team has 20+ years’ continuous experience supporting accountancy and legal firms, as well as businesses that target these sectors.

Please visit us at Stand L372 in AccountEx, near the Tax Theatre.

www.kelsopr.com 020 7242 2286

21 Bloomsbury Way, London, WC1A 2TH.

New book: The Thought Leadership Manual Written by Kelso’s Tim Prizeman

The fastest outsourced expenses service

Scan Validate Pay Comply

Software Europe Visit us at stand A20

STAND A330

THE FUTURE OF ACCOUNTING: WHAT HAPPENS NEXT Technology is driving a generational transformation in the profession. Where does the accounting service offering go from here?

It’s an incredible time to be an accountant. We are awash with technology-induced opportunities to deliver more value to clients.

Transactional processing work has historically been such a huge element of our workload. Now the likes of Receipt Bank are replacing that work with simply photographing a receipt or forwarding an electronic invoice.

The question is then where we take that front footed opportunity.

This Chasing 2.0 service offering is still very much evolving. We’re seeing some accountants deliver an actively managed offering to clients underpinned by CHASER as a platform to automate email chasing. Others are preferring to take an advisory role: assisting clients with the implementation of CHASER before delivering ongoing advice on top of CHASER as the chasing communication platform.

[

Cloud accounting systems, led by the likes of Xero, unlock the door to increased value delivery to clients. They provide the single ledger. The accounting role can truly be front footed as a result.

sales invoices paid can now be automated. All while having the personal touch that is essential in chasers being ascribed the necessary weight by customers.

ONE THING’S FOR SURE. IT’S SUCH AN EXCITING TIME TO BE AN ACCOUNTANT WITH AN INCREDIBLE OPPORTUNITY TO TRANSFORM THE VALUE CLIENTS RECEIVE.

[

One area we’re starting to see a move into is what we as accountants call credit control; what our clients recognise as invoice chasing. The polite persistence that pays in getting

A HOTEL BOOKING SYSTEM TO SAVE YOU TIME AND MONEY • 45 years experience booking hotels • Hotel payment and invoicing procedures streamlined by using our unique billback facility • No charge for setting up the system or customising it to you requirements • Online access to real-time information on hotel expenditure 24/7 • Easily measure and audit the savings we achieve for your organisation • Supported by your dedicated team 24/7 For more information about taking control: Call: 020

CONTACT Chaser URL: www.chaser.io EMAIL: partner@chaser.io

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7592 7237 Email: hotelsaver@corporateteam.com Visit: corporateteam.com/hotel-saver

Simplifying Tax Fee Protection

0116 274 9123 info@qdosvantage.com @Qdosvantage

Using unique online delivery solutions, Qdos Vantage can simplify the operation of a Tax Fee Protection scheme by minimising practice time and costs on administration and marketing. Please contact Qdos for more information.

www.qdosvantage.com

‘For some years we have been looking for an appropriate software package for growing businesses. When you’re small and growing the last thing you want is the disruption and expense of changing your core software package. We’ve looked at lots of products and either the software wasn’t right or the terms weren’t right. Like many people we viewed SAP as being too big, too complex, and too expensive for growing businesses; but through a meeting with SAP when we were both sponsoring the same awards, we’ve managed to create an offering that we think’s a great fit.

Software that is simple and cheap enough to be used by a single user but which can grow to support much more complex processes and

[

well over one hundred users, and all on a flexible calendar monthly contract.’

WHAT MAKES SAP BUSINESS ONE A GOOD CHOICE FOR A GROWING BUSINESS? ‘Smaller businesses want software that does the job, is easy to use and affordable. As they grow they may find that they need more capabilities – typical ones we come across repeatedly are lot traceability, more sophisticated with foreign currency, and support more flexibility in their business processes. SAP Business One allows you to start small and grow, and Online50 have very flexible commercial terms that put it within reach of small businesses.’

SAP BUSINESS ONE ALLOWS YOU TO START SMALL AND GROW, AND ONLINE50 HAVE VERY FLEXIBLE COMMERCIAL TERMS THAT PUT IT WITHIN REACH OF SMALL BUSINESSES.

[

‘Sage 50 is a great general purpose small business accounting system. If it provides what you need then it’s a good choice. We will continue to offer it and we expect demand to remain strong.

Increasingly we are finding customers that need more than Sage 50 offers, but don’t want the cost and disruption that most of the bigger packages enforce.

That’s who we expect our SAP Business One service to appeal to.’

IS THE CLOUD THE BEST SOLUTION FOR EVERYONE? ‘You should look at what you need and decide what’s best for you. Uniquely for a cloud provider we provide access to software that you can also run offline if you choose to, giving you complete flexibility. Typical drivers for implementing a cloud solution include needing access to software and data from more than one location; the flexibility to use Macs and iPads or other tablets in the business; improved disaster recovery and business

HEADLINE SPEAKERS

continuity; and collaboration with authorised external users.’

DO YOU NEED SUPER FAST BROADBAND TO MOVE TO THE CLOUD? ‘For offices in areas without super fast broadband, hosted software (like the Online50 service) is likely to provide a more efficient work experience. The capabilities of your Internet connection can affect cloud based services. For example web based applications need to download all the components of every webpage. Interactive services, like hosted telephony or a hosted desktop typically need much less bandwidth, but need a more responsive connection. ISPs promote and sell services based on the amount of data that can be carried by the connection (how fat it is) rather than how quickly data will cross the pipe (how short it is).

Many services need short pipes, but users end up buying fatter and fatter pipes thinking that a fatter pipe is actually faster.’

CONTACT Online50 Limited URL: http://www.online50.net and http://www.ambitionadvantage.com LINKEDIN: http://www.linkedin.com/company/online50

MAY 2015 ACCOUNTEX

EXHIBITORS

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WHY SAP BUSINESS ONE?

YOU’RE BEST KNOWN FOR SAGE 50, WHAT ABOUT YOUR USERS WITH THAT PRODUCT?

WORKSHOPS

Online50 has provided cloud accounting services since 2001. At Accountex, they are announcing support for SAP Business One under the Ambition Enterprise Suite brand. We caught up with Rob Lambden, founder and CEO, to find out more.

SEMINAR SCHEDULE

COULD SAP POWER YOUR AMBITION?

Online50 provide a subscription that gives you an easy to use, powerful and scalable software system to support your growing business. And the software license costs from just £26 per user per month (hosting fees apply). And of course together with a great software product you get Online50’s outstanding service and industry leading 7 minute SLA.

EXHIBITOR LISTINGS

STAND A650

Think SAP is too big, too complex and too expensive for your growing business?

Think again.

STAND A780

ARE YOU PREPARED FOR TOMORROW’S PRACTICE? While the accounting profession is ever-evolving, we are on the precipice of the latest major shift, enabled by technology and a change in the way accountants view their role within clients’ businesses. With any change comes opportunity. The challenge for accountants is to embrace this growing trend and turn opportunity into reality.

There is a strategic shift taking place within accounting practices globally. Businesses have become empowered by the rise of technology and robust reporting methods and, as a result, are beginning to expect more – and different – services from their accountants. This means that we will see a fundamental change in the accounting practice of the future – the way it looks and the services it delivers.

According to recent research

by Intuit, nearly two thirds (62%) of small business owners believe

that their accountants need to offer new services to reflect their growing role as financial consultants. This clearly means that, as an accountant, the relationship you have with your client is changing, and will continue to evolve as small businesses seek advice to gain competitive advantage.

Insight from the Institute of Chartered Accountants in England and Wales (ICAEW) in association with Intuit also indicates the practice of tomorrow will be significantly different from today,

Rich Preece is Vice President and Country Manager of Intuit UK. In this role he is focused on helping small businesses and accounting professionals move to the cloud to manage their finances more simply and effectively with QuickBooks Online. Previously, he was Director of Intuit’s Partnership Solutions Group, where he helped expand the QuickBooks ecosystem, simplifying customers’ lives so they can run their entire business on one platform. Since joining Intuit in 2002, Rich has played a critical role in growing the business and bringing its products to market in different regions including the US, UK and India for both small businesses and accounting professionals.

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with the biggest changes in the areas of technology, client demands, competition and regulation. These changes are placing strong pressure on practices and is creating demand for counsel they can trust.

The insights indicates that 48% of business regard their accountant as their most trusted business adviser – only 6% thought the same of their bank and 3% of their lawyer.

Based on these insights, it is clear that businesses want advisers who understand them, their business, ambitions, finance and opportunities to grow and succeed. There is a definite demand from time-starved executives for one stop advice shops. The work by the ICAEW echoes Intuit’s own findings as it indicates 71% of interviewed accountants expect their role to significantly evolve in the next five years.

At the heart of this shift is cloud computing. Cloud technology is a phenomenon that is here to

stay and, if used correctly, will streamline your day-to-day tasks, freeing up more time to build those crucial client relationships and providing an opportunity to offer key commercial advice.

Our research also showed that 95% of SMBs are willing to pay for business advice, but just over 30% of interviewed accountants see themselves as advisers. By offering a cloud based financial management system such as QuickBooks Online, the world’s no.1 accounting solution*, accounting professionals can act as the consultant their clients need, providing them with information that drives commercial decisions and assisting with immediate access to up-to-date data.

We are on the precipice of this shift, but the opportunities are clear. Practices seeking success will use technology as the catalyst to change, in order to meet their clients’ needs. The most successful practices of the future will be those who can innovatively respond to these challenges today. *Based on the number of paying customers and accountants, December 2014

CONTACT Intuit URL: www.intuit.co.uk PHONE: 0800 014 2654

More GO practices seeking success GO

MPLE

GO

MPLE

GO INSTANT

INSTANT

GO

SMART

GO SMART

GO

COMPLETE

GO COMPLETE

GO Search: Go QuickBooks

GO with the world’s No.1 online accounting solution* Sign-up FREE to QuickBooks Online accounting and payroll software today and discover smarter ways to run your practice.

GO simple

GO instant

GO smart

GO complete

Provides tools and information that help you manage your practice more efficiently.

Delivers real-time information on the performance of your clients.

Helps you to work smart, focusing on the important things that will add value to your clients.

Gives you the tools you need to run your practice and clients’ accounts, all integrated in one system.

*Based on the number of paying customers and accountants, December 2014.

Go QuickBooks. Visit www.intuit.co.uk/cloudaccountant or talk to our team on 0800 014 2654

SUPPORTERS

ACCA ACCA (the Association of Chartered Certified Accountants) is the global body for professional accountants, offering business-relevant, first-choice qualifications. Founded in 1904, we believe that accountants bring value to economies in all stages of development, opening up the profession to people of all backgrounds and meeting the diverse needs of trainee professionals and their employers.

ACCA works to strengthen a global profession based on the application of consistent standards, which we believe best supports international business. We champion the needs of small and medium sized business (SMEs) and emerging economies, promoting the value of sustainable business. We support our

CIMA CIMA, (the Chartered Institute of Management Accountants), is the world’s largest and leading professional body of management accountants. Our mission is to help people and businesses to succeed in the public and private sectors.

CGMA is the global designation for management accounting.

The designation is powered by the resources and expertise of

154,000 members and 432,000 students in 170 countries, helping them to develop successful careers in accounting and business, with the skills needed by employers, through a network of over 80 offices and centres and 8,400 approved employers worldwide, providing high standards of employee learning and development.

ACCA works in the public interest, assuring that its members are appropriately regulated for the work they carry out and, promoting principles-based approaches to regulation. We actively seek to enhance the public value of accounting in society through international research and we take a progressive stance on global issues to ensure accountancy as a profession continues to grow in reputation and influence.

two of the world’s leading accounting bodies – CIMA and AICPA. It aims to establish management accounting as the most valued profession in business worldwide.

CIMA members work at the heart of business in industry, commerce and not for profit organisations. We have strong relationships with employers, and sponsor leading research.

INSTITUTE OF FINANCIAL ACCOUNTANTS The Institute of Financial Accountants (IFA) is an internationally recognised professional accountancy membership body whose members work within micro and small to medium-sized enterprises (SMEs) or in small to medium-sized accounting practices (SMPs), advising micro and SME clients. Following the amalgamation of the IFA with the Institute of Public Accountants

FEDERATION OF TAX ADVISERS The Federation of Tax Advisers (FTA) is the specialist tax faculty of the Institute of Financial Accountants (IFA). A professional body in its own right, the FTA supports tax professionals working

ATT & CIOT The ATT is the leading professional body for those providing UK tax compliance services. We often run events with other professional bodies - AAT, ACCA, ICAEW and more. The CIOT is the leading body in the UK for tax professionals dealing with all

ICPA The ICPA is a professional organisation run by Accountants in Practice for all accountants in practice, whatever their institute membership or if qualified by experience. ICPA have set in motion

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(IPA) of Australia on 1 January 2015, the IFA is now part of the world’s largest SME/ SMP focused accountancy group. With more than 35,000 members and students around the world, the group will take the global lead on accountancy, tax and business matters for micro and small to medium-sized enterprises.

within micro and small to medium-sized enterprises (SMEs) or in small to medium-sized tax practices (SMPs), providing compliance and planning expertise to SMEs and entrepreneurs.

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.

a range of benefits from £300,000 PI Insurance to Free Helplines. Visit www.icpa.org.uk or for a no obligation chat why not drop in and see us at Stand A238. We would love to meet you!

BASDA BASDA – The Business Application Software Developers Association – is the only industry association focused specifically on supporting the issues of business software development organisations.

Joining BASDA means you’ll benefit from being part of a collective and influential industry voice, giving you access to specialist interest groups and business networking events. The BASDA community enables the sharing of knowledge and time saving in development, supporting its members in becoming more efficient and effective in today’s highly competitive market place.

THE CPD CERTIFICATION SERVICE Continuing professional development (CPD) is the term used to describe the commitment to lifelong learning in the workplace. There are no fixed or standard approaches, combining different methodologies to learning, ideas, training techniques, best practice, news and information in order for an individual to invest in their professional knowledge. It’s

MICROSOFT Microsoft are proud to support the Accountex conference for 2015.

We see this as a valuable means to engage with customers and demonstrate how we can support their business goals and provide insight to professionals on the technology developments we’ve been working on. We know in this market that every minute counts – we are driving advances in cloud computing, developing new ways for

ACCOUNTINGWEB AccountingWEB is delighted to partner with Accountex in 2015.

Since 1996, AccountingWEB has worked to provide a platform for accountants across the UK to come together, keep informed about developments in the profession and most importantly, share ideas

HEADLINE SPEAKERS WORKSHOPS

The best accountants need the best bookkeepers, and the best bookkeepers are ICB Certified Bookkeepers. ICB is a proud supporter of Accountex 2015. As the world’s largest bookkeeping body ICB welcomes the important role that Accountex plays in bringing together accounting

professionals from across the country.

ICB’s mission is to raise the standard of bookkeeping around the world; and through a system of rigorous examinations and continuous professional development ICB has established a network of 150,000 bookkeepers in 110 countries.

Interest Groups and Working Parties cover a range of business applications and areas of common interest, including Financial, Accounting and Tax software, Payroll, Pension & HR software, Interoperability, Data Management & Security, VAT legislation and B2B Marketing.

For over 20 years, BASDA has worked closely with government departments to influence legislation and standards to ensure that they are implemented with credibility and practicality for members and their customers. For more information visit www.basda.org

SEMINAR SCHEDULE

INSTITUTE OF CERTIFIED BOOKKEEPERS

the learning activities through which professionals develop their abilities and ensure they remain effective.CPD promotes the concept of ‘professionalism’, however the requirements of CPD vary between organisations based on differing objectives, from external delegate-based activities to internal training needs.

Call us on 0208 840 4383 for a more detailed conversation.

EXHIBITOR LISTINGS

We’re proud to support Accountex in helping small and medium accountancy practices to grow and keep up with innovations and technology. AIA is an international body for professional accountants.

We create world class accountants through high-standard, relevant and

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

Founded in 1928, the AIA has promoted the concept of ‘international accounting’ to create a global network of accountants in over 85 countries worldwide. We hope to see you at our stand.

people to interact with technology at home, at work and on the move, while transforming education and public services and supporting the UK economy.

We’ve been at the centre of the revolutionary changes that technology has brought to every aspect of our lives and we’ll be at the centre of tomorrow’s transformations. We look forward to meeting you there!

and support each other. We’ve seen thousands of complex technical issues and broader management conundrums solved by peer to peer discussion between our members. We look forward to seeing you at the show.

MAY 2015 ACCOUNTEX

SUPPORTERS

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AIA

SUPPORTERS

MYFIRMSAPP.CO.UK As the only providers of approved, accredited, and endorsed apps for accountancy firms, we are proud to support Accountex and to have produced the Accountex App. Now in its 4th year, Accountex has become an annual pilgrimage for My Firms App. We attend almost all the events in the accounting calendar, but in our professional view, none not a single one - comes close to what you get, experience, and learn at Accountex.

Accountex is the only time when you can physically be in the room with over 5,000 professionals, meet 170+ suppliers, and hear all the latest news, views, advice, and tips. And amazingly, the tickets are free.

Find out more about the apps available and why they are loved by accountants and end users alike at stand A830 or online at www.myfirmsapp.co.uk.

IAQCA Are you a finance professional who wants to succeed in the world of cloud accounting?

International Association of Qualified Cloud Accountants (IAQCA) training prepares you for the unique challenges (and exciting opportunities) that finance professionals face in the rapidly changing online environment.

How can we help you to take advantage of the enticing benefits and avoid costly mistakes in the cloud? You can get qualified as a cloud accountant, cloud CFO, cloud bookkeeper, or cloud finance professional.

You can earn CPD hours by learning more about cloud security and cybercrime, cloud audit, & tax, cloud law and regulation, and other cloud accounting topics.

Let’s take your accounting career & business to the clouds at www.IAQCA.com/ and at Accountex stand no. A416. Come say hello!

ICAS ICAS is a professional body for more than 20,000 world class business men and women who work in the UK and in more than 100 countries around the world. Our members have all achieved the internationally recognised and respected CA qualification (Chartered Accountant).

We are an educator, examiner, regulator, and thought leader.

of our expert staff and members.

We regulate our members and their firms. We represent our members on a wide range of issues in accountancy, finance and business and seek to influence policy in Europe and the UK, always acting in the public interest.

Almost two thirds of our working membership work in business; many leading some of the UK’s and the world’s great companies. 30 per cent of our members work in accountancy, ranging from the large big four firms to small practices, all covering the breadth of the UK.

ICAS supports its members, the wider business community and the general public with access to expert insight, resources, and professional and career development services. We also provide access to a global network of world class business professionals through events and online content.

We currently have around 3,000 students striving to become the next generation of CAs under the tutelage

ICAS was created by Royal Charter in 1854 and is the world’s first professional body of accountants.

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A helping hand in a crisis We work alongside hundreds of UK accountants every year, supporting and advising their financially distressed clients.

Last year we worked with more distressed businesses than any other UK practice – many introduced by their accountants. Regardless of what problems your client faces, be it cash flow problems, HMRC demands, bad debts, winding up petitions, pressure from creditors or simply declining profits, then we will be able to help.

Rest assured, your clients will be in safe hands.

For an immediate, free, no obligation chat in confidence, please visit our website to find your nearest office:

www.begbies-traynor.com

Offices across the UK. www.begbies-traynor.com Begbies Traynor (Central) LLP, a limited liability partnership, registered in England and Wales No: OC306540. Registered Office: 340 Deansgate, Manchester M3 4LY A member of the Begbies Traynor Group: Specialist Professional Services. www.begbies-traynorgroup.com

EXHIBITOR LISTINGS 2020 Innovation Stand Number A744 2020 Innovation provide innovative solutions for progressive accountants and tax professionals worldwide. We recognise that firms need to improve their client proposition including the use of new technologies to become more competitive and how marketing additional services can effect these changes.

0121 314 2020 www.the2020group.com 8x8 Solutions Stand Number A584 8x8 Solutions provide a complete range of cloud-based communication services to businesses and organisations of all shapes and sizes. Our services include Hosted Telephony and UC, Collaboration, Video Conferencing, Call Reporting and Contact Centre complimented by a whole host of other applications. www.8x8 Solutions AABRS Stand Number A480 AABRS is a firm of licensed insolvency practitioners specialising in both corporate and personal insolvency. We provide advice to accountancy practices, specifically in relation to their clients that are facing financial difficulties and are looking for insolvency and restructuring options.

0208 444 2000 www.aabrs.com Abbey+ , the Tax and Funding division of Abbey Tax Consultancy Services Ltd (ATCS) Stand Number A484 Abbey+ is the UKís leading independent tax and funding consultancy to the accountancy profession. Partner firms have access to an exciting new online marketing platform that gives you the ability to protect and grow your client portfolio, attract new clients and generate a new revenue stream.

0845 223 2727 www.abbeytax.co.uk

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EXHIBITOR LISTINGS

Access Group Stand Number A570 Access is a leading author of fully integrated business management software. The portfolio spans solutions for ERP, finance, HR, Payroll, warehousing, business intelligence, professional service automation and manufacturing.

0845 345 3300 www.theaccessgroup.com Accountancy Action Stand Number A54 Accountancy Action specialise in temporary and permanent financial recruitment, pairing high caliber finance and accounting candidates with finance and accountancy jobs in the UK. Redefining Recruitment since 2001, we have offices in London, Borehamwood, Cambridge and Milton Keynes. www.accountancyaction.com Accountancy Magazine Stand Number A410 Stay up-to-date with the latest stories and expert technical articles on tax, audit and accounting from Accountancy magazine and accountancylive.com 0844 561 8166 www.accountancylive.com AccountingWEB Press Zone Stand Number A408 We look forward to welcoming AccountingWEB members to our media lounge to chat to our Editor John Stokdyk about the latest news in the profession. We want to hear your views and your opinions; about what youíve seen or heard at the show, or about any wider issues affecting the profession. www.accountingweb.co.uk AccountingWEB.co.uk Stand Number A408 We look forward to welcoming you to our media lounge where you can chat to the AccountingWEB editorial and community team about the latest news in the profession. We want to hear your views and opinions; about what you`ve seen or heard at the show, or about any wider issues affecting the profession. www.accountingweb.co.uk

ACCOUNTEX MAY 2015

AccountsIQ Stand Number A486 Cloud accounting software with multi-currency, multi-location & group consolidation and advanced business analytic capabilities.

The enhanced and significant functionality set the software apart from all other Cloud based solutions currently available.

07714 426766 www.accountsiq.com

Alcore Global Solutions Stand Number A210 Helping Accountancy Firms Improve their Workflow and Margins. By outsourcing Year End Accounts / Tax preparation and Bookkeeping work to Alcore, you dramatically reduce and fix your costs, whilst turning round compliance work in days, not weeks.

0131 297 7067 www.alcoreglobalsolutions.com

Acorah Software Products (TaxCalc) Stand Number A266 With a 30 year heritage, TaxCalc has been providing tens of thousands of customers with reliable and trusted tax and accountancy software. We invest in the best people and technologies to ensure we continue to deliver market-leading software and support.

0845 5190 882 www.taxcalc.com

Alma CG Stand Number A124 Alma CG is the global leader in R&D tax incentives. We apply specialist expertise to help you to maximise your benefit from schemes such as R&D Tax Relief and R&D Expenditure Credits (RDEC).

020 3058 5800 www.almacg.co.uk

Added Value Solutions Ltd Stand Number A760 AVN: Building a more profitable and successful accounting firm.

Discover how to EARN BRAND NEW FEES by helping clients do what they have to do by law in a way that saves THEM moneyÖ so everyone wins. Find out more and other huge profit building opportunities for accountants at stands A760.

0844 414 3192 www.avn.co.uk AddMASS Consulting Ltd Stand Number A276 addMASS is a software enablement company specialising in streamlining data flow, eliminating data duplication, and ensuring great management accounts.

We use Xero and the Xero Ecosystem to give Accounting and bookkeeping companies cloud based solutions for both their practice and their client base.

07770552703 www.addmass.co.uk Advanced Exchequer Stand Number A580 Advanced Exchequerís awardwinning, fully integrated accounting and business software helps growing organisations improve the way they manage and operate their business, delivering significant time and cost savings by automating everyday tasks.

01202 298008 www.exchequer.com

American Express Stand Number A426 About American Express Global Corporate Payments. Through its Global Corporate Payments group, American Express provides the Corporate Card, Corporate Purchasing Solutions, and other expense management services to mid-sized companies and large corporations worldwide. +44 (0) 800 6521279 www.americanexpress.co.uk/ corporate AML250 Tax Network Stand Number A450 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 Association of Chartered Certified Accountants Stand Number A110 ACCA (the Association of Chartered Certified Accountants) is the global body for professional accountants. We aim to offer business-relevant, first-choice qualifications to people of application, ability and ambition around the world who seek a rewarding career in accountancy, finance and management 020 7059 5000 www.accaglobal.com

Association of Taxation Technicians Stand Number A190 The ATT is the leading professional body for those providing UK tax compliance services. We often run events with other professional bodies - AAT, ACCA, ICAEW and more. www.Artillery House Axon Outsourcing Limited Stand Number A520 As experts of Outsourcing, the word ‘AXON’ stands for Accounting, Tax, Payroll and Finance, which is an extension of Chartered Accountancy firm operating in India since 1982 and owned by Chartered Accountants of India and Certified Public Accountants, serving accounting firms in England and Ireland. www.axonoutsourcing.com Azure International Services Stand Number A184 Azure Group, Belize is a fully licensed trust and corporate service provider with offices worldwide.

We provide a full global company and trust service including formation, management and administration. Our staff are highly experienced qualified professionals from around the world,including the UK 07738 878106 www. azureinternationalservices.com Bankstream Stand Number A610 Bankstream eliminates data entry and automates bank reconciliation by securely providing client bank statement data directly to accountants on a daily basis.

Bankstream software can then automate coding and seamlessly integrate with existing accounting software.

0800 500 3084 www.bankstream.co.uk BCAMS Ltd Stand Number A666 Announcing a breakthrough technology helping accountants generate additional profit & revenue streams, by providing value

added services for their clients who are using quickbooks xero myob excel sage. +44(0)1494 257570 www.bcams.co.uk/quickbookstraining.php BCMS Corporate Ltd Stand Number A310 BCMS is the UK market leader in selling private companies (source Experian M&A). We offer a unique partnering programme for accountants and professional advisors that endeavour to help their clients explore their company sale options.

01635299616 www.bcmscorporate.com BCR Associates Stand Number A552 Working with businesses to reduce the time and money they spend on essential services. We also partner with accountants who run our profit improvement business model alongside their own services to create an additional revenue stream into their practice whilst offering real added value to clients 0844 824 3838 www.bcrassociates.co.uk Begbies Traynor Stand Number A554 Begbies Traynor is the UK`s leading Corporate Rescue and Recovery practice. We provide our services via a nationwide network of 40 offices, and work in partnership o an annual basis with several hundred accountancy practices, often advising their distressed clients.

0161 837 1700 www.begbies-traynor.com Bloomsbury Professional Stand Number A172 Bloomsbury Professional specialises in publishing high-quality tax and accountancy information thatís 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 BookMarkLee Stand Number A698 Mark supports accountants with strategies and solutions to become more successful. If you want to be more successful, Mark can help.

You can be confident that his advice will always be commercial, actionable and insightful. His reputation is built on his integrity, experience and independence.

0845 003 8780 www.bookmarklee.co.uk

BrightPay Stand Number A630 BrightPay is a powerful payroll and auto enrolment software that makes managing payroll easy.

For accountants, BrightPay is the perfect way to manage payroll for several employers. The auto enrolment features can automate the employer duties saving you time. The bureau licence includes unlimited e +44 (0) 845 3004304 www.brightpay.co.uk BTCSoftware Stand Number A604 Since 1999 BTCSoftware`s mission has been to develop feature-rich and cost-effective practice grade software products that make life easier for accounting professionals.

Our abiding ethos is that quality software need never be expensive.

0800 612 7650 www.BTCSoftware.co.uk Burton Sweet Corporate Recovery Stand Number A522 Burton Sweet Corporate Recovery is a leading firm of business recovery and insolvency professionals.

We work with businesses and individuals with financial difficulties, from the straightforward to the most complex, and provide practical and innovative solutions to overcome those problems.

0117 914 2058 www.bscorprecovery.co.uk Business Applications Software Developers’ Association Stand Number A302 BASDA The Business Application Software Developers Association ñ is the only industry association focused specifically on supporting the issues of business software development organisations.

01494868030 www.basda.org Business Doctors Professional Services Stand Number A356 Business Doctors Professional Services is a group which provides accountants with the opportunity to widen the scope of their advisory services.

0845 219 7077 www.businessdoctors professional.co.uk

Cabinet Compatible (Private Wealth Accountants) Stand Number A400 From our offices in Geneva & London and over 40 plus years’ experience we have an in-depth knowledge of wealth management, private banking, international business, assurance, outsoucing, tax, technology & finance.

0203 287 2361 http://privatewealth accountants.com Callcredit Information Group Stand Number A810 Online Anti-Money Laundering checks and Identity verification ï Reduce the threat of false documents ï Enable instant face-to-face or remote decision making ï Helping you meet the official Money Laundering Regulations ï ID verification available for 135 countries worldwide.

0113 220 1616 www.callcredit.co.uk/ accountants Capium Limited Stand Number A406 A cloud based solution, aimed at empowering both SMEs and Accountants in Practice to work under one platform. A full range of integrated products on offer, ranging from bookkeeping, payroll, tax solutions and practice management modules. Leading the way to automation within your firm.

020 7060 1199 www.capium.com CaseWare UK Stand Number A612 The leading supplier of financial reporting and paperless audit solutions to accountants in 130 countries. Solutions include accounts production with automated iXBRL, FRS 101/102, Mercia disclosure checklists, IFRS accounts production, corporation tax, time and billing and cloud solutions.

01622 355200 www.caseware.co.uk Catax Solutions Ltd Stand Number A180 Catax Solutions is the Capital Allowances specialist, carrying out retrospective, current and new build Capital Allowances claims.

We have established partnerships with ICAEW and the Law Society for over a year and work closely with them to provide advice and support to financial professionals.

0300 303 1903 www.cataxsolutions.com

MAY 2015 ACCOUNTEX

EXHIBITOR LISTINGS

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EXHIBITOR LISTINGS

Association of International Accountants (AIA) Stand Number A626 AIA is an international body for professional accountants. We create world class accountants; through offering high-standard, relevant and innovative qualifications, and providing first-class, tailored services for our members around the world.

0191 493 0277 www.aiaworldwide.com

Chaser Stand Number A330 Reimagining credit control.

Automatically send the polite persistent email chasers that get invoices paid on time. All while doing so with the personal touch that maximises the impact of those chasers. Average 26 debtor day reduction and 11.5 hour monthly manual chase time saving. www.chaser.io Checkmybooks Stand Number A500 Checkmybooks is the productivity software accountants have been waiting for. Checkmybooks reviews your clients’ accounting records transaction by transaction, presenting you with just key items to review, so you get from the client’s trial balance to your final trial balance quickly and easily.

01756802028 www.checkmybooks.co.uk Cirrus Cloud Accounting Stand Number A606 Want to set up a Cloud Accounting Practice but need help getting it right? Worried about Structure, Launch, Marketing, Margins, Pricing, Branding, Staffing, Set Up costs and more? Cirrus are looking for partners to expand our growing network across all areas of the UK. Come and speak to us... +441242216200 www.cirruscloudaccounting. co.uk/ CIMA Stand Number A26 CIMA, (Chartered Institute of Management Accountants), is the worldís largest and leading professional body of management accountants. Our mission is to help people and businesses to succeed in the public and private sectors.

CGMA is the global designation for management accounting.

020 7663 5441 www.cimaglobal.com/UK CIOT Stand Number A190 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

98

EXHIBITOR LISTINGS

CloudServerPlus - Key Computer Applications Stand Number A50 Many UK accountants work smarter, improve data security and cut IT costs with a CloudServerPlus hosted desktop. We specialise in providing hosted desktops to the accounting & professional sectors. Our state of the art hosted solutions are used by thousands of users within the UK. 0844 801 3521 www.cloudplushosteddesktop. co.uk Concur Stand Number A134 Concur helps companies of all sizes transform the way they manage business travel, expense and invoice management creating a connected system to manage spend.

01753 501 444 www.concur.co.uk Crosby Associates Ltd Stand Number A142 Established in 1997, we specialise in App Development and Publishing with offices in Liverpool, Manchester & London. To date we have developed over 70 bespoke Accountancy Apps. We publish Chartered One and Abacus Magazines. We are creators of the Employee Engage App, www. employeeapp.com 0845 643 5551 www.crosbyassociates.co.uk CrunchBoards Stand Number A330 Financial Intelligence for accountants and businesses.

Supercharge your accounts package into fast, effortless financial analysis and alerts. www.crunchboards.com Datamolino Stand Number A330 Automatically extract the important data from bills, invoices and receipts and push it straight to Xero. Say goodbye to manual data entry forever!

020 7193 4224 www.datamolino.com Deputy Stand Number A692 Deputy is an all-in-one Scheduling, Time and Attendance, Tasking and Communication platform that streamlines your business processes when it comes to managing your employees. Deputy integrates efficiently with your payroll package, providing you with an average saving 75% in payroll processing time.

18556 DEPUTY www.deputy.com

ACCOUNTEX MAY 2015

DNS Accountants Franchise Stand Number A644 Are you looking for a better work life balance? One that gives you the opportunity to really scale up the business? We provide a flexible, efficient & highly rewarding Accountancy Franchise; ensuring our Franchise Owners get more clients, more work, more profit, more life!

020 7148 1706 www.dnsaccountantsfranchise. co.uk DNT Chartered Accountants Stand Number A742 DNT Chartered Accountants are a UK Firm of Chartered Accountants offering Outsourcing Services. We are based in Northern Ireland, with offices in Belfast, Antrim & Rathfriland. We are one of the Provinceís leading independent Firms of Chartered Accountants.

028 90 32 00 39 www.dntca.com Docusoft Ltd. Stand Number A550 Leading-edge document management solutions for accountants and insolvency practitioners. Our ICAEW accredited solution improves efficiency, enhances compliance and saves time and money. Industry standard architecture provides an ëOut-ofthe-Boxí solution for a central store of all documentation.

0800 0612515 www.docusoft.net DTracks Limited Stand Number A216 DataTracks is a global leader in preparation of financial statements in XBRL & iXBRL for filing with regulators. The XBRL professionals of DataTracks have the expertise in working with regulatory environments (SEC in US, HMRC in UK, MCA in India) & have deep knowledge of the accounting taxonomies. +44 (20) 3468 6382 www.datatracks.co.uk e-conomic Online Accounting Stand Number A412 An online accounting system used by over 70,000 companies and accountants around the world, from small businesses to top 10 firms. The ideal partner for businesses looking for flexibility, functionality and freedom to determine where and when their accounts should be managed.

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

economia magazine Stand Number A507 economia is the official magazine for ICAEW members. Offering insight and intelligence through a rigorously diverse content mix.

The monthly publication features profiles with leading figures in accountancy, business and finance.

The digital offering now extends into online, email and app. +44 (0)7920 711 943 www.icaew.com/economia Elect Capital Allowances Limited Stand Number A174 Elect Capital Allowances Limited (ECA) are a private tax consultancy specialising in Capital Allowances, Land Remediation Relief and Research & Development Allowances claims. Our directors are Richard Hier, a former HM Inspector of Taxes and Iain Stamp, a RICS qualified Chartered Quantity Surveyor.

01889 740405 www.electca.co.uk/index.php Elite Benefits Ltd Stand Number A628 Elite Benefits offer a complete workplace pension from as little as £250! Unlike most advisers out there, automatic enrolment is all we do and best of all we cater to any size company, paying any size contribution.

01943 877139 www.elitebenefits.co.uk ENROLEX Stand Number A492 Enrolex, a unique Auto Enrolment solution for Accountants Removing the headache of setting up clientís AE schemes whilst creating a profit centre for the practice. Importantly no extra payroll software is required. Enrolex gives the client the easiest and most cost effective AE set up process available.

0800 802 1291 www.enrolex.co.uk Entreprenuers Circle Premier Stand Number A686 The UK’s Ultimate Done-For-You Marketing Service.

0121 770 0018 www.ecpremier.co.uk/getinfo Euro Accounting / Knowings Stand Number A140 Euro Accounting Ltd is an independent and modern accountancy practice offering a full range of accountancy, taxation, payroll and audit services to customers. We also distribute Knowings Collaboration software, EDM and Enterprise Social Network dedicated to the Accountancy firms in the UK. 07753 222 543 www.euro-accounting.com

Fridaygirl.com Limited Stand Number A126 Fridaygirl.com is a leading provider of outsourced business services. We take care of essential administrative tasks leaving clients free to focus on running their businesses, with the confidence that their paperwork is in good hands. Good things come to those who delegate....

0845 644 4384 www.fridaygirl.com

GNU Films Stand Number A112 Gnu Films is an end-to-end Video, App and Animation Production Company. We make engaging films to help grow your client base and boost SEO. Catering to a wide client base from SME`s to well-known brands such as AsztraZeneca, AO, JR Reynolds and IBM. 01604 779079 www.gnufilms.co.uk

Financial SatNav Stand Number A860 Your client needs you. Comply with the legal obligation to auto-enrol employees quickly and easily.

Secure online system with guidance and scheduler ensures continuous compliance. Accountants, external advisers and companies find our system effective & easy to use.

Growing client testimonial list.

0207 582 7875 www.fsatnav.com

Frontline Accounting Stand Number A526 Philippines for UK Accounting Firms +61 03 9017 6200 www.frontlineaccounting.com. au

HM Revenue & Customs Stand Number A304 We are the UK`s tax and customs authority, responsible for making sure that the money is available to fund the UK`s public services and for helping families and individuals with targeted financial support.

Through our customs service we facilitate legitimate trade and protect our economic, social and physical security. www.gov.uk/government/ organisations/hm-revenuecustoms

Fine Books Ltd - Cloud Bookkeeping Stand Number A740 Fine Books - Cloud Bookkeeping system. A new, exciting and excellent user friendly system specifically designed for use by the smaller businesses however, will also very successfully accommodate multiple inter-companies transactions for those larger businesses and Limited Companies.

01823 653266 Flightdeck (Online50) Stand Number A650 Flightdeck is a highly effective, configurable CRM solution providing a 360 degree view of your business and your customers.

CRM isn’t just about software, it is an operational strategy designed to reduce costs and increase profitability through improving the customer experience.

01743 452390 www.flightdeckcrm.co.uk FreeAgent Stand Number A204 FreeAgent is award-winning cloud accounting software for accountants working with small business, freelance and contractor clients. It helps to minimise the burden of compliance by providing both you and your clients with realtime information on their accounts.

0800 025 3900 www.freeagent.com/accountex

GAAPweb Stand Number A880 GAAPweb is the UKís leading job site for finance and accountancy professionals, with over 135,000 unique users per month. With roles from Part Qualified Accountants through to Finance Directors, GAAPweb offers job opportunities throughout your career. Visit www.

GAAPweb.com. www.GAAPweb.com Gbooks Ltd Stand Number A712 Gbooks is a cloud-based tax and accounts system for accountants. It provides all the tools you need to produce individual, partnership and company tax returns, incorporated and non-incorporated accounts, VAT Returns, record time and produce invoices. It’s all online, so no discs or downloads - ever!

0845 094 7799 www.gbooks.co.uk GearShift Stand Number A152 Looking for a new forecasting software solution? Welcome to the future of financial planning.

GearShift is secure, agile and easy to use. Collaborate with your clients to offer value added services and help them make better decisions to achieve their business objectives. www.gearshiftplanning.com GenLife Ltd Stand Number A250 GenLIfe is a new kind of pension company and has a unique way of handling Automatic Enrolment for WorkPlace Pensions that makes life much easier for employers, payroll bureaus and accounting partners. Find out why so many employers and partners are coming to GenLife. Savings made easy.

020 381 761 01 www.genlifeuk.com

Hosted Accountants Stand Number A214 Hosted Accountants Ltd provides cloud computing advice and services to firms of all sizes across the UK and beyond. Key personnel have either worked within the UK accounting software industry or in practice. Our flagship hosted desktop service is used by 1500+ users across 150+ practices in the UK i 0800 440 2282 www.hostedaccountants.co.uk Hosted Desktop UK Limited Stand Number A660 Hosted Desktop UK provides cloud computing services to accountants across the UK. Our team have over 25 years` experience in the accountancy sector and in excess of 3000 users in over 450 accountancy, legal, and professional practices currently benefit from our `office anywhere` cloud solution 020 3239 6181 www.hosteddesktopuk.co.uk HR4UK.com Stand Number A164 HR4UK is one of the UK’s leading online HR employment support services and workplace pension companies operating in Hinckley, Leicestershire. We have launched a new add on service for Accountants set to increase profits and client loyalty for firms across the country.

01455 444222 www.hr4uk.com

ICPA Limited Stand Number A716 Accountants in Practice are unique.

Who says so? The answer is Accountants themselves because over 1,000 UK Accountants in practice have joined the ICPA. So what is unique about the ICPA? The ICPA is the ONLY organisation dedicated Solely to Accountants in Practice so we know how unique they are.

0800 074 2896 www.icpa.org.uk Infineo Solutions Ltd Stand Number A482 Inside Reporting Software Expanding your vision of Enterprise reporting...Infineo Solutions provide an Excel based reporting solution that can be configured to report on all aspects of your business; from Finance, Accounts Receivable and Payable to Human Resources.

02381 780190 www.infineo-solutions.co.uk Inform Direct Stand Number A354 Inform Direct provides accountants with easy to use online company secretarial software. Maintain client company records from a single dashboard. Fully integrated with Companies House enabling electronic filing of record changes & Annual Returns, dormant company accounts and company formations.

0844 409 9494 www.informdirect.co.uk Insight Marketing International Limited Stand Number A820 Insight is unique in its breadth of experience. It has the understanding and capability to deal with any area of online or offline marketing with genuine competence. Our professional team helps companies of all sizes to get more sales, win more business and make more profit.

0800 803 0826 www.insight-marketing.com Instant CPD Stand Number A52 Instant CPD is a digital learning community for Accountants. We provide on-line HD video streamed CPD courses, which can be bought individually or in packages and watched on your laptop, tablet or smartphone. Upon completing a course, delegates can instantly download accredited CPD certificates.

0121 308 5252 www.instantcpd.com

MAY 2015 ACCOUNTEX

EXHIBITOR LISTINGS

99

EXHIBITOR LISTINGS

Exact Stand Number A470 Exact is the Dutch market leader in online accounting. Over 130,000 companies use Exact Online - and counting. Weíve been around for 30 years, employ 1,800 people across 16 countries worldwide, and specialise in providing accountants and SMEs with software that works as hard as they do. +44 (0)800 052 5689 www.exactonline.co.uk

Institute of Certified Bookkeepers Stand Number A664 The Institute of Certified Bookkeepers is the largest bookkeeping institute in the world. It promotes and maintains the standards of bookkeeping as a profession through the establishment of relevant qualifications and the award of grades of membership that recognise academic attainment. www.bookkeepers.org.uk

iTESOFT UK Ltd Stand Number A120 ITESOFT is a leading global software vendor of multichannel document capture and process automation solutions aimed at accelerating, streamlining, and securing document-centric business processes. Heavy R&D investments are reflected via high quality performance and innovation of ITESOFTís offering 01252 741525 www.itesoft.co.uk

Institute of Financial Accountants Stand Number A374 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 A600 KashFlow provides award-winning online accounting and payroll software to UK business. Part of IRIS Software Group, KashFlow simplifies the process of running a small business and provides accountants with real-time insight to better advise their clients and reduce the time spent on compliance work.

0844 815 5555 www.iris.co.uk/kashflow

International Association of Qualified Cloud Accountants Stand Number A416 IAQCA is the only international professional body that prepares finance professionals for the unique challenges (and opportunities) of rapidly changing technologies by providing cloud accounting CPD and certifications: Qualified Cloud Accountant, Qualified Cloud CFO, and Qualified Cloud Bookkeeper. +44 20 8144 8440 www.IAQCA.com INTUIT LTD Stand Number A780 Intuit provide financial management software and services to help small business get on top of their finances and save time on their accounting, and accounting professionals to be more productive and grow their practices.

0800 014 2654 www.Intuit.co.uk IRIS Stand Number A700 With 35 years’ experience, IRIS Software Group is the leading provider of business critical software and services to accountants and payroll professionals in the UK. More than 16,000 accountants rely on IRIS every day to work more productively, collaborate with their clients and keep them compliant.

0844 815 5555 www.iris.co.uk

100

EXHIBITOR LISTINGS

Just Cash Flow PLC Stand Number A714 Just Cash Flow PLC is a responsible specialist lender to UK Businesses.

We work in partnership with professional brokers, partners and intermediaries. We offer flexible funding solutions from £10,000 to £500,000 to growing businesses to help them manage their cash flow.

0121 418 7625 www.just-cashflow.com/partner Kefron Digital Stand Number A490 From document process and workflow design, intelligent data capture, data extraction & hosting, hard copy storage & retrieval and ultimately through to confidential destruction - Kefron can provide a blended solution to customers around their document management needs.

0208 756 1555 www.kefron.com Kelso Consulting - Public Relations Consultants Stand Number L372 Kelso Consulting’s team has been supporting legal & accountancy firms for over 20 years on PR, marketing and business development. We are all about helping professional firms stand out in their crowded markets through high impact PR & thought leadership campaigns that grab your clients’ attention 020 7242 2286 www.KelsoPR.com

ACCOUNTEX MAY 2015

Keys Finance Stand Number A200 Keys Finance - Providing Accountants and Solicitors with the UK’s quickest and most efficient Fee Plan, Fee Finance and Legal Fee Funding facility. We pay 100% of your client invoice value by next day electronic payment. Your customer will benefit from a flexible monthly direct debit repayment plan.

07826 686768 www.keysfinance.co.uk

Lindenhouse Software Ltd Stand Number A432 Affordable document management & portal solutions for the Accountancy Sector, with over 2,500 installations. Our Virtual Cabinet includes a fully integrated document portal, providing secure client document publishing and audited client sign off that has revolutionised Tax return sign off.

0845 1661 165 www.virtualcabinet.co.uk

Keytime Objective Ltd Stand Number A430 Keytime have been providing great value, fully integrated practice software since 1989. They have gained the trust of over 1,700 practices; helping you prepare iXBRL ready final accounts through to tax returns, with a support team giving you fast, accessible and friendly help when you need it.

0161 484 3500 www.keytime.co.uk

Lovell Consulting Stand Number A146 Lovell Consulting purely specialise in capital allowances and have a highly skilled and expert team, dual qualified in surveying and tax.

We have been providing capital allowances advice for 17 years as an independent specialist firm based in London.

020 7329 1300 www.lovellconsulting.com

Kingsland Business Recovery Stand Number A800 We are an independent Licensed Insolvency Practitioners & Business Advisors with offices in Bradford, Nottingham & Birmingham. We provide tailored solutions for businesses in financial distress to ensure the solution is best suited for the business offering Innovation in Restructuring advice 08009553595 www.kingslandbr.co.uk Kofax Ltd Stand Number A376 KofaxÆ is a leading provider of software to simplify and transform the First Mileô of customer engagement. More than 20,000 customers globally rely on Kofax software to differentiate and grow. +44 (0) 870 777 3767 www.kofax.com LDF Stand Number A160 LDF is a leading provider of financial solutions to UK businesses.

We understand the importance of maximising cash flow and have designed our finance options to help both you and your clients spread the cost of essential expenditure.

01244 527300 www.ldf.co.uk LEAP Stand Number A330 By using LEAP and Xero, you have legal practice management and general ledger accounting that both you and your accountant can understand!

0845 683 2517 www.leap.co.uk

Mattioli Woods plc Stand Number A170 Mattioli Woods plc is one of the UKís 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 McAlister & Co Stand Number A444 McAlister & Co - Insolvency Practitioners - Specialists in Business and Personal Turnaround, Recovery, Liquidation, Bankruptcy and Insolvency. We offer a comprehensive range of services and have the resources to handle conflict work with other insolvency practitioners.

0800 046 8297 www.mcalisterco.co.uk MCSP Stand Number A662 We offer an extensive range of IT services to organisations of all sizes both locally and globally. Our team of dedicated staff and expert technicians are able to provide a tailored IT solution that is suited to your business.

01923 444555 www.mcsp.uk.com Mercia Group Ltd Stand Number A620 Mercia, founded over 30 years ago, is one of the leading providers of training and support services to the UK accountancy profession. Over 6,000 firms attend our training events, rely on our technical products and promote themselves using our marketing services.

0116 258 1200 www.mercia-group.co.uk

MoneyHub Stand Number A424 MoneyHub is the next generation in personal finance technology, enabling users to view their entire financial universe in one place. MoneyHub will help you strengthen your relationship with your clients, improve the efficiency of your practice, and win new business with a unique service offering.

0333 222 0900 www.moneyhub.co.uk My Firms App Stand Number A820 Test Drive the only approved, accredited and endorsed App for Accountancy firms and discover on over 50,000 end users love this App solution. See for yourself how your App can easily become the critical interface between your firm, your clients and your systems.

0800 803 0826 www.myfirmsapp.co.uk Nomisma Solution Stand Number A352 A cloud based accounting solution which takes away every accounting stress and gives a comprehensive solution for book keeping.Fully integrated with HMRC. One click to submit VAT returns etc. Automatic notification to business and accountants.

02030210081 www.nomismasolution.co.uk NOW: Pensions Stand Number A524 NOW: Pensions is an independent, multi-employer trust serving thousands of employers and hundreds of thousands of employees from a wide range of sectors. NOW: Pensions offers a simple and cost effective workplace pension solution.

0333 33 222 22 www.nowpensions.com

OCREX Stand Number A312 OCREX provides data extraction software to both Accountants and Bookkeepers. OCREX started off with AutoRec which is a desktop application that extracts transactional data from bank and credit card statements. Since then OCREX has developed two more products DocuRec and StatementRec. +44 20 3393 3058 www.ocrex.com onkho Stand Number A504 ONKHO helps small business accountants retain clients, track profits and grow their practice with tools and insights. If you’re an accountant with less than 20 employees looking for an opportunity to lead the pack rather than follow the crowd then drop by stand A504 or email susan@onkho. com today...

07802872806 www.onkho.com Online50 Limited Stand Number A650 We’ve been in the Cloud since before it was called the Cloud. We were the first company to provide Sage 50 Accounts software online well over a decade ago. We now offer a complete ranged of hosted (cloud) software and infrastructure solutions. New for Accountex 2015 is our SAP Business One Service.

0207 536 7736 www.online50.net Partners Tax Stand Number A290 Partners lead the way in innovative and flexible tax strategies for entrepreneurs by working in partnership with trusted professionals. Our range of comprehensive and robust tax strategies plus unparalleled access to bespoke advice from leading Tax Counsel help clients` realise their objectives.

0845 591 1492 www.partners.com Passle Stand Number A116 Passle turns busy experts into thought leaders. We work with professional organisations to help them demonstrate the knowledge and expertise of their team whilst recognising the extreme time constraints they work under.

07864272769 www.home.passle.net

PAYEpeople Ltd Stand Number A420 PAYEpeople offer a comprehensive affordable outsourced solution for Auto Enrolment and Payroll.

Dealing with companies from all over the UK and working with numerous accountants to provide a solution that is tailored to the needs of your practice.

01942 811767 www.payepeople.co.uk PDW Group Stand Number A404 At PDW Group we help our clients to achieve ‘world class’ performance. We do this by measuring & developing the skills & behaviours of you people as well as assessing and improving many of the processes, systems, tools and procedures used within your business.

0115 940 4966 www.pdwgroupuk.com Pegasus Software Stand Number A272 Pegasus Software is a leading supplier of accounting, business & payroll software with over 30 years` experience. Our range of award winning solutions benefits over 20,000 UK SMEs, are sold by a strong Partner network, fully trained to deliver support to the highest levels of service.

0800 919 704 www.pegasus.co.uk Perfect Image Stand Number A870 Polestar Payroll Ltd Stand Number A122 Polestar Payroll specialises in providing auto enrolment and payroll solutions for accountants.

With a variety of flexible solutions on offer we can ensure one which fits our partners requirements.

01202 974100 www.polestarpayroll.co.uk Portt Payroll & Bookkeeping Stand Number A402 Payroll, bookkeeping & Autoenrolment specialists.

At Portt Payroll & Bookkeeping our moto is simplicity and efficiency, that’s why we embrace cutting edge technology to eliminate data entry, the result is reduced fees and more time for small business owners to focus on what they do best.

0333 355 8905 www.portt.co.uk

Powersoft Integrated Solutions Stand Number A350 We are a software development company & we provide Enterprise Resource Planning (ERP) applications to manage the entire processes within an organisation Our standard ERP application developed can be easily adopted by organisations thereby saving them money on ERP implementation and customization 07440253773 www.powersoft-solutions.co.uk Practice Engine Stand Number A270 Practice Engine is a major supplier of practice management systems to professional firms, in Europe and the USA. We provide systems to a range of firms, and our offering is particularly well suited to the larger multi-office firm where our browser based technology is unequalled.

01981590140 www.praceng.com Practice Ignition Stand Number A330 Scalable modern practice with Xero + WFM. Streamline engagements, billing and workflows starting from your website + collaborate with your clients.

020 3322 6053 www.practiceignition.com Practice Track Stand Number A620 We are established providers of client publications and marketing solutions for accountancy firms.

We have been providing highquality 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 Premiere Capital Stand Number A640 Premiere Capital is an alternative investment company specialising in film finance and venture capital investment. Over recent years, we have assisted in raising several hundred million pounds through various finance structures including our innovative rights trading business Sovereign and SEED EIS. 01273 766 399 www.premierecapital.co.uk Propero Partners Stand Number A422 Strategic Marketing for Businesses in the Accountancy & Finance Industry. At Propero Partners, we design and implement strategic marketing campaigns that establish a point of difference for businesses in the accountancy and finance industry.

020 3369 6844 www.properopartners.com/ accountancy

MAY 2015 ACCOUNTEX

EXHIBITOR LISTINGS

101

EXHIBITOR LISTINGS

Metro Bank PLC Stand Number A440 Metro Bank launched in 2010 as the first new high street bank in more than 100 years. The revolutionary UK bank offers personal and business banking services, with a focus on providing unparalleled levels of customer service and convenience.

0345 08 08 508 www.metrobankonline.co.uk

Purchaseordersonline.co.uk Stand Number A690 Purchase Orders Online provide a range of UK Private Cloud based solutions, to control your whole purchasing process. From the on screen creation of PO`s - with customised approval workflows to the approval of linked supplier invoices, users can control the purchase process from any location.

0800 840 3336 www.purchaseordersonline. co.uk Qdos Vantage Stand Number A106 Qdos Vantage is a leading provider of Tax Fee Protection (TFP) insurance schemes for accountants.

Qdos has a long history in TFP and we are renowned for our innovative and flexible approach in developing TFP schemes, the phrase ìone size fits allî is unknown at Qdos.

0116 2749123 www.qdosvantage.com Qlik Stand Number A870 Qlik for Audit - Engage, Prepare and Discover. Using Qlik software we can significantly lower the operating cost and duration of audit, while improving quality of delivery. To learn more please visit our stand or review more details at http://www.perfect.bi/audit/ 0800 996 1833 www.perfect.bi Qtac Payroll Software & Outsourcing Stand Number A710 For nearly 20 years Qtac has provided innovative payroll solutions and is at the forefront in the development of Real Time Information (RTI) HMRC recognised software. Our Auto Enrolment module is fully featured. Our speciality is Bureau software for the accountancy & payroll professions.

01179353500 www.qtac.co.uk Qubic Tax Stand Number A370 Qubic Tax is a national firm of tax specialists, with offices in London (the Gherkin) and Newcastle.

Qubic provides specialist tax planning solutions to a range of clients across the UK. Incorporated in January 2008, Qubic are a member firm of the ICAEW, and an accredited Investors in People firm.

0207 2839555 www.qubictax.com

RD Tax Solutions Stand Number A454 RD Tax Solutions is a nationwide Research & Development report specialist that excels in securing retrospective and current year Research & Development tax relief on behalf of owners of limited companies.

03333 058 247 www.rdtaxsolutions.com ReadSoft Stand Number A40 ReadSoft has been a pioneer in document automation since the 1990s. We are a global market leader, with 2500+ applications worldwide, more than twice the applications of our major competitors. Therefore if youíre looking to automate AP processes or other document-intensive processes talk to ReadSo 01908688000 www.readsoft.co.uk Receipt Bank Stand Number A330 Receipt Bank converts those annoying bits of paper - receipts and invoices - into Xero data!

020 7197 9546 www.receipt-bank.com Red Flag Alert Stand Number A554 We are an online business information bureau helping business owners and their professional advisers to utilise data intelligently and do better business.

A one stop solution drawing data from different sources and putting it into one report full of useful, relevant information.

0844 412 6699 www.redflagalert.com Relate Software Stand Number A150 First for Compliance, First for Service. Relate is dedicated to building innovative products specifically designed for the accountancy profession in the areas of CRM Practice Management and Accounts Production. +44 (0)871 284 3446 www.relate-software.com RocketSpark Stand Number A330 Link your Rocketspark online shop with Xero for a seamless connection between your e-commerce and accounting systems. www.rocketspark.com

Sage Accountants’ Division Stand Number A540 With over 30 yearsí 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 dayto-day running of a successful business.

0845 111 1111 www.sage-exchange.com Sapphire Info Solutions (P) Ltd Stand Number A131 We are an accounts outsourcing company set up by a group of chartered accountants to cater to accountancy practices in UK. We have been working for UK accounting firms since 2005. The company has acquired considerable expertise in bookkeeping, accounting, taxation and in SAGE, IRIS etc.

0203 551 8570 www.sapphireinfo.net Satago Stand Number A144 We believe businesses have the right to get paid on time.

With Satago we`ve built a clever Accounts Receivable add-on for accounting software. Automate your credit control and spend less time chasing debtors. Satago does the hard work so you get paid on time with less headache.

020 8133 3539 www.satago.co.uk Software Europe Stand Number A20 A leading global provider of cloud solutions. Transforming the way businesses operate and manage their employee expenses. We continue to challenge old ways of doing things, never accepting the status quo. +44 (0)1522 881300 www.software-europe.com Spigraph UK Ltd. Stand Number A176 Spigraph is EMEAs leading document capture solutions and services provider. Its services include worldís leading document scanners, capture solutions, consulting, implementation, maintenance and support to help organisations to achieve the highest possible level of process automation. +44 (0) 203 451 1571 www.spigraph.com Spotlight reporting Stand Number A330 Spotlight Reporting offers accountants and business owners the opportunity to create easy, great-looking performance reports, dashboards, forecasts and consolidation www.spotlightreporting.com

102

EXHIBITOR LISTINGS

ACCOUNTEX MAY 2015

SWAT UK Stand Number A572 SWAT UK is the largest independent provider of accountancy training and compliance reviews in the UK. We offer one of the largest ranges of accountancy training online and throughout the UK. Plus, our range of publications and compliance reviews help firms comply with the latest regulations.

0845 450 5555 www.swat.co.uk Talentia Software Stand Number A840 Talentia is an award-winning, international supplier of finance and HR software solutions. Their product range includes Talentia CPM, a Corporate Performance Management solution for consolidation, reporting, budgeting, forecasting and intercompany, and Talentia HCM for HR and Talent Management. +44 (0)20 7202 9300 www.talentia-software.co.uk TaxAssist Accountants Stand Number A574 Are you tired of working for someone else?

Maybe you’re worried about going it alone and the risks associated with starting your own practice? If so, then why not consider running your own accountancy practice with an award winning franchise which gives you brand creditability from day 1.

0800 0188 297 www.taxassistfranchise.co.uk Taxwise Stand Number A274 We are specialist providers of Tax Enquiry Fee Protection Insurance to Accountancy Practices. Your clients receive complete peace of mind, your practice benefits from 100% fee recovery and an additional revenue stream. Our unique added value benefits are what sets us apart.

0844 892 2473 www.taxwise-online.com The Camlee Group Ltd Stand Number A582 The Camlee Group is a national corporate finance firm offering advice on fund raising, acquisitions and exit strategies to owner managed businesses. With offices in London and Manchester we offer outsourced corporate finance solutions to small and medium sized accountancy practices.

0161 870 1555 www.camleegroup.com

Trax UK Ltd Stand Number A624 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 01227 793200 www.traxuk.com

The Corporate Team Stand Number L1 The Corporate Team ( TCT) specialises in hotel, conference and rail booking services to the business market. The Company has also excelled in providing innovative accommodation booking solutions to event organisers and major conference and exhibition venues.

020 7592 3050 www.corporateteam.com

TRUST Pensions Stand Number A872 TRUST|Pensions is a guaranteed acceptance workplace pensions scheme. No quotes, no minimums, no exit fees. Designed for employers who want a straightforward solution to comply with their auto-enrolment duties.

02037705760 www.trustpensions.org.uk

The Jast Partnership Ltd Stand Number A70 Jast specialise in lead generation and new client acquisition for accountants UK wide. Since their inception in 2003 they have converted over £7 million in recurring fees through their results driven telemarketing campaigns.

Jast can get your practice infront of the right people at the right time 0115 972 0085 www.thejastpartnership.co.uk The People’s Pension Stand Number A594 B&CE, provider of The Peopleís Pension is one of the UKís largest and most successful automatic enrolment solutions and is open to any employer, from any business sector. B&CE has over 30 years of pension scheme experience, with unrivalled expertise in delivering pensions to transient workers.

01293586601 www.thepeoplespension.co.uk

T-Tech Ltd Stand Number A104 T-Tech provide UK-based IT outsourcing, Cloud and managed IT services. T-Tech can manage your existing infrastructure or provide a fully outsourced solution. +44 207 472 5444 www.ttech.uk.com TVision Technology Ltd Stand Number A100 TVision; Microsoft Gold ERP Partner specialising in the supply, implementation and support of Microsoft Dynamics NAV, the leading ERP solution for the mid market.The largest independent UK NAV team, our clients enjoy working with a team that understands how to deliver business benefit from day one.

01483 751888 www.tvisiontech.co.uk

Thomson Reuters Stand Number A720 The Digita Professional Suite, from the Tax & Accounting business of Thomson Reuters, provides leading software solutions to UK accountants in practice.

08450 180 906 www.digita.com/accountex

Validis Stand Number A414 Validis is the data transmission software that’s revolutionizing the auditing process for accountancy firms that service SMEs. Validis enables up to a 25% time and resource saving on every review, giving hours back to practices whilst helping to enhance the service they provide to their clients. +44 (0)203 0513 447 www.validis.com

Tolley, LexisNexis Stand Number A280 Tolley is the tax and accountancy business of LexisNexis. We are the UKís 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 worldí 0845 370 1234 www.tolley.co.uk

VATBox Stand Number A186 VATBox provides global leaders such as Teva, PPG & Kuehne+Nagel with an Automated Solution for VAT Recovery & Governance.

VATBox maximizes foreign and domestic VAT returns and insights while enabling visibility, control and governance. Deployment is simple; get started with a few easy clicks.

073-2370996 www.vatbox.com

W2 Global Data Stand Number A311 W2 provide a range of solutions allowing you to perform Know Your Customer, Anti Money Laundering and Anti Fraud checks on your customers. Our solutions are able to verify individuals and businesses on a domestic and international scale, quickly and cost effectively.

0330 088 9542 www.w2globaldata.com Wageslip.com Stand Number A102 Wageslip.com are an internet based payroll processing company serving the whole of the UK. Now in our 9th year we have built up a substantial client base and have satisfied customers from all over Britain.

01227 368484 www.wageslip.com webexpenses Stand Number A510 Webexpenses is a leading cloudbased expenses management system which gives companies a simple and effective way to track and process expense claims. Users can upload their expenses on the move, at anytime and from anywhere.

0800 711 7136 www.webexpenses.com Welplan Stand Number A850 Welplan Pensions offers a Master Trust scheme which takes care of auto enrolment and re-enrolment.

With over 50 years of experience working with clients of all sizes, the solution is simple, flexible and costeffective, with dedicated account managers providing support throughout.

8001958080 www.welplan.co.uk Wolters Kluwer Tax & Accounting Stand Number A750 Wolters Kluwer, is the only global provider to specialise in providing software, information, 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

Workplace Advice Group in association with Begbies Traynor Stand Number A554 Begbies Traynor is the UK`s leading Corporate Rescue and Recovery practice. We provide our services via a nationwide network of 40 offices, and work in partnership o an annual basis with several hundred accountancy practices, often advising their distressed clients.

0800 063 9259 www.begbies-traynorgroup. com/auto-enrolment Workplace Pensions Direct Stand Number A501 Providing the simplest solution to impendig workplace pension regulations.

01133870110 www.workplacepensionsdirect. co.uk Xero Stand Number A330 Xero is beautiful, easy to use online accounting software for small businesses and their advisors. The company has over 400,000 users in more than 180 countries around the world.

0800 085 3719 www.xero.com Xpenditure Stand Number A509 Xpenditure is a cloud base expense management system which automates the expense process from receipt to accounting.

Xpenditure digitalizes your receipts and extracts all relevant data, ready to be processes to the accounting software of your choice. +32 14 48 02 09 www.www.xpenditure.com Your Payroll Department Stand Number A506 We work behind-the-scenes, specialising in Payroll, allowing you to offer a fantastic additional service to your clients and prospects, with no risk.Our whitelabel service offers accountants and bookkeepers support with their Payroll giving them an extra service to offer with no stress.

01229 490490 www.yourpayrolldepartment. co.uk

WorkflowMax Stand Number A330 A Xero product offering all-in-one workflow. 5000+ service businesses trust WorkflowMax for quotes, time sheets, job management, invoices and more. www.workflowmax.com

MAY 2015 ACCOUNTEX

EXHIBITOR LISTINGS

103

EXHIBITOR LISTINGS

The Chartered Institute of Payroll Professionals Stand Number A132 The Chartered Institute of Payroll Professionals (CIPP) provides support and services to assist you with constantly changing payroll and automatic enrolment legislation. Affiliate members are kept up to date and have access to the Advisory Service which can answer technical questions.

0121 712 1000 www.cipp.org.uk

Visit us on stand A104

NOTES

MAY 2015 ACCOUNTEX

NOTES

105

EXHIBITOR A - Z

CIMA

A26

CIOT

A190

Cirrus Cloud Accounting

A606

CloudServerPlus - Key Computer Applications

A50

2020 Innovation

A744

Concur

A134

8x8 Solutions

A584

Crosby Associates Ltd

A142

AABRS

A480

CrunchBoards

A330

Abbey+, the tax and funding division of Abbey Tax

A484

Datamolino

A330

Access Group

A570

Deputy

A692

DINETA, JSC

A694

A54

Accountancy Action Accountancy magazine

A410

DNS Accountants Franchise

A644

AccountingWEB Press Zone

A408

DNT Chartered Accountants

A742

AccountingWEB.co.uk

A408

Docusoft Ltd.

A550

accountsIQ

A486

DTracks Limited

A216

Acorah Software Products (TaxCalc)

A266

economia magazine

A507

Added Value Solutions Ltd

A760

e-conomic Online Accounting

A412

addMASS Consulting Ltd

A276

Elect Capital Allowances Limited

A174

Advanced Exchequer

A580

Elite Benefits Ltd

A628

Alcore Global Solutions

A210

Ember Television

A696

Alma CG

A124

ENROLEX

A492

American Express

A426

Entreprenuers Circle

A686

AML250 Tax Network

A450

Euro Accounting / Knowings

A140

Association of Chartered Certified Accountants

A110

Exact

A470

Association of International Accountants (AIA)

A626

FCLS Group Limited

A300

Association of Taxation Technicians

A190

Financial SatNav

A860

Axon Outsourcing Limited

A520

Fine Books Ltd - Cloud Bookkeeping

A740

Azure International Services

A184

Flightdeck (Online50)

A650

Bankstream

A610

FreeAgent

A204

BCAMS Ltd

A666

Fridaygirl.com Limited

A126

BCMS Corporate Ltd

A310

Frontline Accounting

A526

BCR Associates

A552

GAAPweb

A880

Begbies Traynor

A554

Gbooks Ltd

A712

Bloomsbury Professional

A172

GearShift

A152

BookMarkLee

A698

GenLife Ltd

A250

BrightPay

A630

GNU Films

A112

BTCSoftware

A604

HM Revenue & Customs

A304

Burton Sweet Corporate Recovery

A522

Hosted Accountants

A214

Business Applications Software Developers’ Association

A302

Hosted Desktop UK Limited

A660

Business Doctors Professional Services

A356

HR4UK.com

A164

Cabinet Comptable Rawat [Private Wealth Accountant]

A400

ICPA Limited

A716

Callcredit Information Group

A810

Infineo Solutions Ltd

A482

Capium Limited

A406

Inform Direct

A354

CaseWare UK

A612

Informanagement UK Ltd

Catax Solutions Ltd

A180

Insight Marketing International Limited

Chaser

A330

Instant CPD

Checkmybooks

A500

Institute of Certified Bookkeepers

106

EXHIBITOR A - Z

ACCOUNTEX MAY 2015

A71 A820 A52 A664

International Association of Qualified Cloud Accountants (IAQCA) INTUIT LTD IRIS iTESOFT UK Ltd Just Cash Flow PLC KashFlow Kefron Digital Kelso Consulting - Public Relations Consultants Keys Finance Keytime Objective Ltd Kingsland Business Recovery Kofax Ltd LDF LEAP Lindenhouse Software Ltd Lovell Consulting Mattioli Woods plc McAlister & Co MCSP Mercia Group Ltd Metro Bank PLC MoneyHub My Firms App NEST Corporation Nomisma Solution NOW: Pensions OCREX onkho Online50 Limited Partners Tax Passle PAYEpeople Ltd pdf2xbrl PDW Group Pegasus Software Polestar Payroll Ltd Portt Payroll & Bookkeeping POWERSOFT INTEGRATED SOLUTIONS Practice Engine Practice Ignition Practice Track Premiere Capital Propero Partners Purchaseordersonline.co.uk Qdos Vantage

A374

Qlik

A870

A416

Qtac Payroll Software & Outsourcing

A710

A780

Qubic Tax

A370

A700

Rangewell

A556

A120

RD Tax Solutions

A454

A714

ReadSoft

A600

Receipt Bank

A330

A490

Red Flag Alert

A554

L372

Relate Software

A150

A200

RocketSpark

A330

A430

Sage Accountants’ Division

A540

A800

SAPPHIRE INFO SOLUTIONS (P) LTD

A131

A376

Satago

A144

A160

Savills

A212

A330

Software Europe

A20

A432

Spigraph UK Ltd.

A176

A146

Spotlight reporting

A330

A170

SWAT UK

A572

A444

Talentia Software

A840

A662

TaxAssist Accountants

A574

A620

Taxwise

A274

A440

Tesla Motors

A424

The Camlee Group Ltd

A582

A820

The Chartered Institute of Payroll Professionals

A132

A392

The Corporate Team

A352

The Jast Partnership Ltd

A524

The People’s Pension

A594

A312

Thomson Reuters

A720

A504

Tolley, LexisNexis

A280

A650

TransferMate Global Payments

A292

A290

Trax UK Ltd

A624

A116

TRUST|Pensions

A872

A420

T-Tech Ltd

A104

A503

TVision Technology Ltd

A100

A404

Validis

A414

A272

VATBox

A186

A122

W2 Global Data

A311

A402

Wageslip.com

A102

A350

webexpenses

A510

A270

Welplan

A850

A330

Wolters Kluwer Tax & Accounting

A750

A620

WorkflowMax

A330

A640

Workplace Advice Group in association with Begbies Traynor

A554

A422

Workplace Pensions Direct

A501

A690

Xero

A330

A106

Xpenditure

A509

Your Payroll Department

A506

A40

TBC

L1 A70

MAY 2015 ACCOUNTEX

EXHIBITOR A - Z

107

EXHIBITOR LISTINGS

Institute of Financial Accountants

FLOOR PLAN

2015

A190

TAX THEATRE Sponsored By

NOTES

A184

A186

A180

THIS WAY TO A71 EXACT THEATRE

A174

A176

A170

A172

A70 A164 PRACTICE GROWTH THEATRE A54 A52

A266

A160

A152 A150

A50 A40

A144

A146

A140

A142

A134

A131

CIMA THEATRE

Sponsored By

A132

A26

A20

A124

A126

A120

A122

A110

A116

ORGANISERS OFFICE

THE HUB

A112

A104

A106

A100

A102

Sponsored By

THIS WAY TO L1

VISITORS ENTRANCE 108

FLOOR PLAN

ACCOUNTEX MAY 2015

A290

A292

THEATRE

A392

A490

HOW TO THEATRE

A594

A690

A692

A694

A696

A698 KEYNOTE THEATRE Sponsored By

A280 TOLLEY TAX WORKSHOP

A484

A486

A584

A686

A480

A482

A580

A582

A780

A872

A274

A276

A374

A270

A272

A370

A376

A470

A570

A574 A870

A572

(INC INTUIT THEATRE)

A880 12

6

A664

A666

A660

A662

A760

AVN THEATRE

NETWORKING AREA Sponsored By

A860 A250

A354

A356

A454 A450

A350 A352

A444

A330

A554

A556

A550

A552

A650

A750 WOLTERS KLUWER THEATRE

A850

A644

A540

A640

A440

XERO VILLAGE

A744 A740

A432

A630

A430

A628

2020 THEATRE A742

A840

(INC SAGE THEATRE)

A720 TECHNOLOGY THEATRE Sponsored By

A210

A214

A312

A216

A212

A310

A424

A426

A524

A526

A624

A420

A422

A520

A522

A620

A416

A510

A414 A410

A311

PRESS ZONE

A200

A300

A302

A304

A820

A612

A412

A408

A204

A610

A626

A406

A504

A506

A604

A404

A500

A501

A600

A400

A402

A503

A507

A606

A714

A716

A710

A712

A700

INSIGHT MARKETING WORKSHOP A810

42

A800

A509

6

VISITORS ENTRANCE MAY 2015 ACCOUNTEX

FLOOR PLAN

109

FLOOR PLAN

S E

A492

GLOBAL PAYMENTS

FOREIGN CURRENCY PAYMENTS ACCOUNTING ADD-ONS FIND OUT HOW TO GET FREE FOREIGN EXCHANGE ADD-ONS FOR YOUR CLIENTS ACCOUNTING SOFTWARE TODAY An estimated 15% of all UK business make foreign currency payments with close to 90% using their bank. TransferMate now provide a free add-on that connects to your clients accounts software to enable them to streamline their international payments and pay their invoices direct from their accounting software.

REDUCING ERROR/ADMINISTRATION The process of making these payments to date has been error prone and time consuming with clients having to double enter details back and forth between the bank and their accounting software. Our add-ons cut double entry by 90% and connect to Xero, QuickBooks, Sage, SAP, Netsuite.

CLIENTS DESERVE BETTER EXCHANGE RATES AND LOWER BANK FEES TransferMate Global Payments, process over $5billion on behalf of thousands of business in the UK and overseas. By offering wholesale bank exchange rates and much lower transfer fees, your clients will save money on every foreign currency payment they make.

Contact our team for more information, visit stand A292 or come and meet our team at 5pm Email uk@transfermate.com or register on www.transfermate.com