How to build a practice fit for future growth

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

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

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

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

Meet the panel

John Stokdyk

Head of Insight, AccountingWEB
Having joined AccountingWEB in 1999, John helped to build it into an award-winning online professional community with more than 100,000 members. Named IFA web business journalist of the year in 2004 and 2008, John has also written about business and technology topics for The Financial Times, The Daily Telegraph, The Guardian and many others.

Emma Chesson

Head of Online Services, Kreston Reeves
Emma joined Kreston Reeves in 2001 and qualified as a Chartered Certified Accountant in 2008. She has worked with a diverse range of clients assisting them with their accounting, tax and other financial needs, specialising in clients looking to outsource their accounting, payroll and finance functions, and has a special interest in making companies compliant with the government's initiative Making Tax Digital.

Matt Crook

Matt Crook is the Managing Director for Wolters Kluwer Tax & Accounting UK. Having started his career in commercial roles, he has quickly progressed to hold a number of leadership positions. Matt has been with Wolters Kluwer for three years but has a pedigree of over 15 years’ in the tax and accounting industry. He is responsible for the strategic direction and operational excellence of the UK business.

Rebecca Trudgett

Rebecca is the founder of SwitchFoot Accounting, a client-focused digital practice lead by an entrepreneur rather than a traditional hands-off accountant. She is a fellow of ICAEW, qualified chartered accountant with over 15 years experience in the accounting and auditing profession. All her clients are Making Tax Digital (MTD) ready and she is now working with them to become 100% digital businesses.