Friday, March 19, 2021 - 09:00 - 10:00

Should accountants recommend banks to clients?

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Should accountants recommend banks to clients?

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About this episode

In the next instalment of Tech Pulse, Nick Levine and his expert panel debate whether accountants should recommend banking partners to their client base. 

The panel will consider the benefits for both accountants and SMEs, the conflict of interests when making recommendations and whether there is a risk of banks competing with accountants in the future. There’s a lot to cover including time to answer your questions!

The main focus points of discussion are: 

  • Understanding the different types of business account providers on the market
  • Grasping how providers can offer time saving benefits for businesses as well as their accountants
  • Recognising how working with a banking partner can allow firms to differentiate themselves from their competitors
  • Considering whether some neo banks can incorporate bookkeeping services for their clients

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