Richard Sergeant
Member Since: 3rd Aug 2009
Columnist
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Specialist insight and business development support for accountants and their vendors. Cloud advocate with a pragmatist eye.
Director Principle Point
21st Sep 2022
The MTD tech approach: Tax software
Much of the focus for MTD ITSA is on the real-life challenge around data collection from clients. Some will be asked to use tools to record...
Accounting software
3rd Aug 2022
Accountant partnership programmes: How are the major vendors doing?
The motivation for accounting software vendors to develop a relationship with the profession is primarily to use it as a sales channel to...
Accounting software
28th Jun 2022
The MTD tech approach: Bank account and ledger in one
The rise of challenger banks has provided welcome competition to the traditional business account providers. Given that sole traders have a...
Accounting software
15th Jun 2022
The MTD tech approach: Data capture tools
Given that receipt and invoice capture has been well-tested in the world of accountants, and software providers like Dext and AutoEntry are...
Accounting software
24th May 2022
The MTD tech approach: Tax categorisation engines
Accountex 2022 was full of messages and technology aimed squarely at the MTD ITSA challenge. But one of the biggest issues of all was...
Accounting software
2nd Mar 2022
Software pricing: transparency and trust in a cloud world
As a former software vendor selling to accountants and IFAs, I know it’s easy for customers to speak to each other about what they are...
Accounting software
26th Jan 2022
Accountants plant the fintech founder flag
While ‘accountant as fintech founder’ isn’t necessarily a new phenomenon, the past record of success in the field is, shall we say, patchy...
Accounting software
15th Dec 2021
MTD ITSA - make the most of the time left
Helping clients make the transition, and ensuring your firm has the right internal processes in place is still no easy task; so, the extra...
Practice strategy
13th Dec 2021
MTD: Create your client communication plan
Getting the MTD ITSA message through to clients is not an easy challenge, especially as some details are still to be clarified and April...
Practice strategy
24th Nov 2021
Keep sole trader software simple
It’s far too easy to say that the very smallest businesses are the least engaged with their financial administration, however it is fair to...
Accounting software