Accountex Digital Show Guide May 2014

SUPPORTED BY MEDIA PARTNER

ACCOUNTEX MAY 2014WELCOME2

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If you’re a returning visitor, welcome back! If this is your first time at the show, be prepared to network and gain more relevant business insight than you could ever believe possible within such a short timeframe – demonstrating why Accountex has been nominated for awards on multiple occasions.

I am delighted to announce the launch of our mobile Accountex app this year, it is available on both Android’s Google Play Store and the Apple iStore and is the perfect way to stay up to date with the exhibi-tion news. There are even some really useful tools on there to use for things like: tracking mileage, logging receipts, calculating tax and staying on top of the latest financial news and updates from our expert exhibitors via our blog.

We have always endeavoured to innovate in whatever ways possible to add engaging, and more importantly, useful dimensions to Accountex. This year we are delighted to announce that the CIOT & ATT Tax Theatre will be piloting an exciting new audience response system developed by Turning Point. This feature will effectively create a live poll of public opinion, adding a valuable and entertaining twist to each seminar.

SHEDDING A FLOODLIGHT ON THE BUSINESS BEHIND ACCOUNTANCY – WHAT TO EXPECT IN 2014.

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MAY 2014 ACCOUNTEX CONTENTS 3

HEADLINE SPEAKERSThe essential sessions featuring the very best advice and latest information from accountancy and finance’s finest.

WORKSHOPSFully interactive group sessions delivered by experts. Book now at www.accountex.co.uk

SEMINAR SCHEDULEFull details of every seminar, with times and locations to help you arrange your diary in advance.

SUPPORTERSThe businesses and organisations that help make Accountex possible.

EXHIBITOR LISTINGSThe complete list of every exhibitor at Accountex 2014.

FLOOR PLANSee where you can find every exhibitor, seminar hall and show feature.

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In response to visitor feedback from last year’s show, Accountex 2014 will have more pension providers and wealth management companies exhibiting. We have raised the size of our Keynote theatre, and we are proud to announce that Accountex will be playing host to even more exhibitors, seminars, industry leading companies, thought leaders and of course new product launches than any of our previous shows.

This year, not only does our seminar schedule provide the country’s leading speakers in the accountancy and finance profession, but it also contributes towards fulfilling your obligations for Continuing Professional Development (CPD).

May’s Accountex witnesses the launch of its sister show, Legalex, the UK’s only national exhibition and conference for solicitors and legal professionals. Supported by The Law Society, this new event will feature 60 market-leading companies, and an array of seminar theatres. Co-locating Legalex with Accountex creates the very first national platform in the UK designed to put solicitors and accountants together – In the Champagne networking bar “The Hub”. We hope that you will

drop by to network with our Legalex delegates, and of course enjoy a glass of complimentary Champagne.

This guide details every seminar at Accountex so that you can arrange your schedule in advance to ensure that you do not miss the sessions that are most relevant to you. There are 11 theatres and 2 workshops spanning every topic, from capital allowances and automatic enrolment to cloud technology and data security. These seminars are always popular and places fill up quickly on the day, so please ensure that you get there early to avoid disappointment or book into the workshops in advance online by visiting www.Accountex.co.uk.

With such a huge amount of information, support and networking across the two days of the event, we hope this guide helps you to get the most out of your time at Accountex.

We look forward to seeing you at the show.

Scott HiderGroup Event Director 01179 902 005 [email protected]

DOWNLOAD THE APPFREE HERE

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MAY 2014 ACCOUNTEX GUEST WELCOME 5

Whether this is your first visit or you’re returning for the second or third time, you’re bound to find Accountex a stimulating experience. But how can you ensure that you get maximum value from attending Accountex?

WELCOME TO ACCOUNTEX 2014!MARK LEE, GUEST EDITOR

There is so much to see and do that you could just wander around and rely on synchronicity. Or you could plan your visit and ensure that you see and speak with those exhibitors, attendees and speakers with whom you especially want to connect.

GUEST WELCOME

BEFOREHANDIf you’re reading this guide before Accountex starts, you may have time to do a little online research. If so, email or connect via LinkedIn with the key people you would like to meet at Accountex. And make sure you take a good supply of your business cards with you!

ACCOUNTEX MOBILE APP I love this idea. This year Accountex has launched a mobile app which is available from both Android and Apple’s iStore. I suggest downloading this asap. It contains all the information you need about every theatre, speaker and feature of Accountex 2014. So you can use it to keep you informed as you move around during the day.

The app is even more useful than this as it also contains the facility to manage various day-to-day business tasks such as: tracking mileage for expenses, calculating tax, logging receipts, staying up to date with the latest financial news and insightful blog posts from the exhibitors. I’d highly recommend checking out this free app asap!

LECTURE THEATRES There’s an even better choice of seminar theatres and interactive workshops this year than ever before. If you have any favourite speakers or sessions, please make sure you arrive early, as space is limited. You will also want to identify some backups in case your first choice theatre is full when you arrive.

EXHIBITORSThere are probably some specific exhibitors you want to visit, so use this guide to pinpoint where they are on the show floor. The guide will also help you identify new suppliers where you can find more information that might assist you in your practice. This year, there

THE 7 SECRETS OF HIGHLY EFFECTIVE ACCOUNTEX ATTENDEES1. Plan your day by deciding which seminars you

consider to be a ‘must see’. Then arrive early for them to avoid missing out.

2. Decide whether to make time to visit the adjacent Legalex exhibition to network with like-minded solicitors.

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

4. Ensure you have a pad of paper, tablet device or smartphone with you to make notes during the lectures and seminars.

5. Make a note on the back of business cards you receive as to what you will do or expect by way of follow up.

6. Smile at the people you meet as you wander around Accountex – it will make you feel good and them too!

7. Remain open to the new ideas and solutions being shared by the speakers and by the exhibitors.

are more pension providers and wealth management companies among the exhibitors than in previous years. Do you know how you will decide which ones are worth talking with?

BUSINESS CARDSMany exhibitors will use the bar code on your badge to follow up with you later, but many exhibitors prefer to collect business cards from genuinely interested visitors. You’re unlikely to generate any new clients while you wander around Accountex (or Legalex), but you may encounter like-minded visitors, exhibitors and speakers who are willing to meet up, email or speak on the phone next week. My advice is never give your business card out to anyone unless and until they ask for it.

Finally, your business cards are also useful for entering prize draws on exhibitors’ stands (and for getting added to their mailing lists).

There really is so much to see and do that you’ll want to get full value from every minute. I’m sure you’ll have a stimulating time at Accountex. Enjoy!

Catch Mark’s Keynote Seminar, How To Stand Out And Be More Successful In Practice, Online And In Life on Thursday at 17.00 - 17.45

Mark writes an independent blog containing

loads of practical tips and insights for accountants

in practice. www.BookMarkLee.co.uk

Commercial Property Advisors, are you aware of the recent legislation changes affecting all commercial property transactions?

Never before has the issue of capital allowances legislation been so pertinent when considering the sale or purchase of commercial properties. This is because, any commercial property transactions taking place post April 2014, will be impacted by recent legislation changes. The changes are a result of a consultation process which HMRC launched in May 2011.

April 2014 changes mean that a purchaser will onlybe able to claim capital allowances on a commercialproperty if both of the following conditions are met.Firstly, the ‘past owner’ must have pooled the fixtures and brought a disposal value into account on sale. Secondly, the ‘Fixed Value Requirement’ (FVR) must be met, usually by virtue of both vendor and purchaser agreeing the value and making a Section 198 CAA2001 election within two years of the disposal. In the event that the parties can’t agree on a value for the fixtures, the matter can be taken to a First Tier Tax Tribunal. However, this will be costly and therefore, we think, uncommon. We expect the valuation of fixtures and the associated Section 198 election to become a standard provision of all, or certainly most sale and purchase agreements for a commercial property interests. The ‘past owner’ is defined as the last owner (this would usually be the vendor in the transaction) who was entitled to claim capital allowances.

So, when a vendor comes to sell his commercial property(and let’s assume that the vendor is a taxpayer), they willneed to establish a value for the fixtures containedwithin the property. A Section 198 CAA2001 electionwill then need to be made, using this value. They willalso need to pool the fixtures and bring a disposal valueinto account. Failure to do both of these will mean that

the purchaser’s claim to capital allowances in the futurewill be blocked in fact, not only the current purchaser,but all subsequent purchasers will lose their right.

What options do current owners of commercialproperties have, with respect to capital allowances,assuming that at some point in the future they are goingto sell? Firstly, they can do nothing. By doing so theyare missing out on the current tax relief available froma capital allowances claim. Or, they can wait until justbefore they sell and make a retrospective claim. This way,it may be possible (by bringing into account a nominaldisposal value for the fixtures) to obtain tax relief onpretty much the entire cost of the fixtures in a singleyear, by means of a balancing allowance. Or, they maymake a claim and then agree a disposal value for thefixtures with the purchaser which allows both parties toshare in the benefit of the tax relief. For example, havingclaimed WDA’s prior to disposal, a joint decision totransfer the fixtures at Tax WDV may be made.

If you haven’t already done so, now is the time, withoutquestion, to bring the whole issue of capital allowancesto the attention of your clients. The changes provide allaccountants with the opportunity they have been waitingfor to inform commercial property owners of this valuableform of tax relief. The fact that the owner is going tohave to engage in the process of establishing a fairvalue for the fixtures when they come to sell (becausethe purchaser will insist that the exercise is done) meansthat they might as well do it now and start benefiting fromthe reduced tax liabilities that such a claim will trigger.In broaching the subject with them you have the idealopportunity to inform current owners of the benefits ofmaking a capital allowances claim. And, given that a£1m property could deliver up to £135,000 of tax reliefto a 45% taxpayer, what better way could there be ofmaking that connection with your client base?

©2013 Catax Solutions Ltd.Manchester, 11a Goose Green, Altrincham, Cheshire, WA14 1DW.

London, 100 Pall Mall, St James, London SW1Y 5NQ,Birmingham, Ground Floor, One Victoria Square, Birmingham, B1 1BD

Web: www.cataxsolutions.comTel: 0300 303 1903 Fax: 0300 303 1902

Capital Allowances

For more information attend Catax Solutions’ seminar in the Tax Theatre, Thursday 15th May 2014, 12:00-12:45

FAQs1. What are the commercial implications to my clients if I do nothing?To safeguard the benefits for purchaser and vendor, in practical terms a “fair value” for the fixtures contained within the property must be agreed at the point of sale.Client is purchaser: If the Agreement/CPSE is silent on capital allowances your client is foregoing any rights they have to valuable tax relief.Client is vendor: Failure to establish a fair value for the fixtures within the property prior to sale will result in the forfeit of financial savings for your client and/or the opportunity to use the available allowances to help negotiate the sale price.

2. What are the implications to me as an advisor if I do not act on this impending legislation change?Accusations of negligence are a real possibility as the sums involved can run into hundreds of thousands of pounds and failure to provide the correct advice could potentially result in litigation.

3. I have clients who have owned commercial property for some time; can I revisit historic clients to suggest this service?Whilst only post April 2014 transactions are affected by the Legislation changes it is appropriate for commercial property owners to secure the available allowances now so your clients can enjoy tax relief sooner rather than later. Therefore now is the perfect time to touch base with your clients and proactively highlight the availability of these allowances, by doing so you are enabling them to maximise the speed in which their benefit will be received.

4. How long will it take as I don’t want to delay the property sale process?Our average turnaround time is 8-12 weeks. Thus it is imperative to advise your clients wishing to dispose of or acquire commercial property to investigate the matter immediately to prevent any disappointment in loss of benefit and/or loss of potential buyer

5. How will my client benefit from this if they are selling the property?When the owning entity disposes of their commercial property there is an opportunity to realise the full relief, which can result in a large financial benefit. If the capital allowances are not identified this immediate and significant benefit will be lost forever. Therefore it is imperative solicitors are aware of capital allowances legislation and the impacts.

Visit us on Stand

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Who are Catax Solutions?Catax Solutions specialises in carrying out current andretrospective capital allowances claims for all entities,in relation to commercial properties right across thecommercial sector. As the endorsed partner to the Law Society and affinity partner to ICAEW we provide expert advice and services to their members.

ICAEW Members can register here for free access to our Capital Allowances helpline and information on:

• Capital Allowances Legislation and policy • Purchase documentation• Downloadable documents

Visit: www.cataxsolutions.com/login.html

Accreditations• Affinity partner to ICAEW• Endorsed partner to Law Society• ISO9001 Accredited

ACCOUNTEX MAY 2014HEADLINE SPEAKERS8

Our stellar line-up of headline speakers for Accountex 2014 represents the finest schedule of industry speakers anywhere. Heavyweight brands such as Xero, The Institute of Export, IBM, and rogenSi cover a range of topics including profit investment, tax, increasing profitability, and new technology that will shape the future for accountancy businesses everywhere.

Our seminar schedule presents the country’s leading speakers in the accountancy and finance profession and also contributes towards your CPD points.

HEADLINESPEAKERS

Mark is passionate about this great accounting profession. He believes that we have the power to make a profound difference to the lives of our clients and in return, account-ants should be richly rewarded. Unfortunately, the reality is very different; studies show over half of accounting firms are actually making a true economic loss. Mark wants to change that.

His mission is to help accountants become much more profitable. He believes every firm – including you – has the potential to double profits using the 7-step ‘Fastest Way To Double Your Profits’ formula. He also strongly believes that the old business model (the way accountants are taught to run accounting firms) is not only commercially stupid, but unethical. We owe it to our clients to change our focus.

Mark created his formula in 1999, with help from Steve Pipe, Michael

This Chartered Accountant, public speaker and #1 bestselling author is known as the most sought-after profit improvement expert in the accounting community. He’s famous for helping accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing.

THE MOST SOUGHT-AFTER PROFIT IMPROVEMENT EXPERT

MARK WICKERSHAM

Gerber, Paul Dunn and Ron Baker. It completely transformed the profits of his own accounting firm, leading to a management buy-out, and has since helped hundreds of UK Accounting firms.

Mark’s 2011 book, ‘Effective Pric-ing for Accountants’, was a num-ber one Amazon bestseller and he also co-authored ‘Your Blueprint for a Better Tax Practice’ and ‘Your Blueprint for a Better Accountancy Practice’ to great acclaim. At Accountex, Mark is giving away free copies of his latest book, ‘How To Price Accountancy Services For Maximum Profit.’

The Fastest Way To Double Your Profits

In this fast-paced session, Mark will show you how to make more money, with better clients - without having to work any harder. With a focus on practical insights into how to build a more successful accounting firm, Mark tells you exactly how you can use the 7-step formula to substan-tially increase your income in less than three months. Mark invites you to take part in ‘The 90-Day Challenge’ training programme that is guaranteed to improve your profits – find out how you can access this priceless training for FREE! Warning: This session is only for people who are serious about success.

Thursday 11.00 - 11.45KEYNOTE THEATRE

Paul Dunn started his career as one of the first 10 people in Hewlett Packard in Australia, before founding one of Australia’s first Computer Companies and the Results Corporation. Paul then created the breakthrough Accountants’ Boot Camp process, enabling over 3,500 accounting firms and 17,000 accountants worldwide to work with their clients in new ways. 156,000 businesses around the world use Paul’s programs. He has always been at the leading edge of thinking and of actual implementation of breakthrough processes and ideas. He now serves as Chairman of the revolutionary Buy1GIVE1 (or B1G1 as it’s better known), a company that’s already created over 25 million giving activities around the world by creating a new ‘platform’ to enable habitual, impactful and ‘connecting’ giving for SMEs. Paul was recently honoured with a Lifetime Service Award to the Accounting Profession in the UK and as a Social Innovation Fellow (SIP) In his new home of Singapore.

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

CO-FOUNDER AND CHAIRMAN, B1G1PAUL DUNN

Meet The Accountants Transforming Their Businesses (And Our World)

There’s a new breed of Accountants running their firms in new and inspiring ways. Time spent with this most informed speaker is always inspiring, insightful and rewarding. Here, he introduces this new breed of accountants, what they’re doing and even more importantly, why.


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MAY 2014 ACCOUNTEX HEADLINE SPEAKERS 9

JULIA PENNYTECHNICAL AND TRAINING SPECIALIST

Join qualified chartered accountant and technical specialist, Julia Penny, as she demystifies the changes in the new UK GAAP and what they mean for your practice in 2015.

Julia Penny is Content Manager (Audit and Accounting) at Wolters Kluwer UK, but her keen technical interest and background in training has also led to extensive involvement with the ICAEW. Julia is currently chair of the ICAEW National Technical Advisory Committee; she is a member of Council and of the Financial Reporting Faculty Board, and also sits on the Institute’s Technical Strategy Board.

Julia qualified as a chartered accountant in 1989, having trained with a local Guildford firm, Leach Bright, which is now part of BDO. There she gained experience of a wide variety of audit and accounting clients, including ‘cardboard box’ accounts preparation work and the group audit of the biggest private company at the time.

Having qualified, Julia began to specialise in technical and training matters and has worked for herself, for student training companies, Chantrey Vellacott and Baker Tilly in a career spanning more than 25 years.

New UK GAAP – Getting it Right

New UK GAAP becomes mandatory for affected entities for accounting periods beginning on or after 1 January 2015. Whether you work in practice or business, it is vital that you under-stand the impact of the changes and how to deal with them. This seminar will cover who does what in the new regime and the key differences between FRS 102 and current GAAP and what to do about them.

Friday 13.00 - 13.45KEYNOTE THEATRE

JOHN WHITINGTAX DIRECTOR, OFFICE OF TAX SIMPLIFICATIONJoin John Whiting OBE as he shares his four decades of experience in the tax profession with you to discuss tax simplification.

John Whiting has been the Tax Director of the UK’s Office of Tax Simplification (OTS) since it was established in July 2010, combining this part-time role with that of Tax Policy Director of the Chartered Institute of Taxation

Missed a headline speaker’s seminar? Don’t panic! Many of the biggest names are delivering more than one seminar, so make sure you check the full schedule for more opportunities to hear the industry’s finest in action.

(CIOT) until last year. John joined CIOT in 2009, a role he took on after a long career with PricewaterhouseCoopers (PwC), where he had been a tax partner for 25 years before retiring.

Since he formally stepped down from CIOT in March 2013, John has continued his involvement with the work of the institute, reverting to his former incarna-tion by working in a volunteer capacity. In addition to his responsibilities at the OTS, John also holds the position of non-executive director of HM Revenue & Customs, where he was first appointed to

Tax Simplification: Update From The OTS

The seminar will involve an update on the recent reports of the OTS on Employee Benefits & Expenses and Partnerships and outline how therecommendations are being taken forward. John will also be describing the OTS’ current project on improving the competitiveness of the UK’s tax administration and inviting ideas from delegates.

Thursday 14.00 - 14.45 KEYNOTE THEATRE

the Board in 2013. He has also served on the first-tier Tax Tribunal.

John was awarded the OBE in 2008 for services to the tax profession.


JOHN STOKDYKEDITOR, AccountingWEBAn online pioneer, John became the IT/online editor of Accountancy Age in 1997, the year that self-assessment and online filing began. He also edited the paper’s Taking Stock diary page for seven months before joining AccountingWEB.co.uk in 1999. As editor, he has helped build the site into an award-winning online professional community with more than 100,000 members. John has been instrumental in developing their technology coverage and popular Excel Zone, as well as its Software Satisfaction Awards and Practice Excellence Programme. During his time with the site,

Born in California’s Silicon Valley around the same time as the microchip, John grew up with the computer industry. He built a career in journalism by studying technology’s impact on people’s working lives, from construction, engineering and design, right through to politics and accountancy.

AccountingWEB has won New Media Age’s most effective business website award (2001), Free Pint/CILIP online business community of the year (2003), IFA business media of the year (2009) and AIA best media outlet (2013).

After 30 years as a journalist, he retains a fascination for online culture and a passion for helping people and organisations

communicate clearly and effectively. He was named IFA web business journalist of the year in 2004 and 2008 and has written for the Financial Times, The Daily Telegraph, The Guardian, The Evening Standard, Financial Director, New Statesman, Computer Weekly, MacUser, PC World and many others. He is a regular speaker on accountancy and technology topics.

MARK LEE THE MOST NETWORKED ACCOUNTANT IN THE UK

This champion of the accountancy profession plants a flag in the ground for financial professionals to rally around and make a stand. Hear his advice on how to make sure you don’t fade into the background, but stand out instead.

According to Accountancy Age, Mark is “The most networked accountant in the UK”. Economia magazine ranks him as one of the most influential finance related accountants on social media and his blog for ambitious accountants has thousands of readers every

week. Beyond his own blog, Mark also writes a popular weekly column for accountants in practice on AccountingWeb.co.uk

Mark has a portfolio career based around public speaking, writing and running business groups for accountants and tax experts. He is Chairman of the Tax Advice Network of independent tax advisers. In 2014, he established an exclusive ‘Inner Circle’ for accountants in London. Previously he spent 30 years in practice, during which time he became an FCA and a Fellow of the CIOT. More recently, he has become a Fellow of The Professional Speaking Association. You are invited to connect with Mark on LinkedIn, twitter or via his website: www.BookMarkLee.co.uk

How To Stand Out And Be More Successful In Practice, Online And In Life

Hope alone will not enable you to grow your practice. Neither will networking, marketing or social media. Not unless people remember you. How easy do you make it for anyone to do this? Do you leave a distinct, positive and memorable impression, or are you ‘Just another accountant’? In this popular and magical talk, Mark shares dozens of ideas that will help even the most traditional of accountants to stand out. Thursday 17.00 - 17.45KEYNOTE

THEATRE

Zen And The Art Of Practice Development

AccountingWEB editor John Stokdyk harks back to his Californian roots to chart a course for modern practices. In this keynote talk, he will explain how listening to clients and anticipating their needs will pave the way to practice enlightenment.Friday 14.00 - 14.45 KEYNOTE

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STEVE PIPEGARY TURNERFOUNDER OF ACCOUNTANTS CHANGING THE WORLD

MANAGING DIRECTOR, XERO

Officially the world’s most highly rated advisor to accountants, Steve is a bestselling author, dynamic speaker and founder of Accountants Changing the World.

The accountancy industry may have a staid reputation, but Gary Turner is one revolutionary that is embracing new technology in his quest to go from Xero to hero.

In 2012, Steve was named “The world’s most highly rated advisor to accountants” in recognition of the fact that he has more recommendations (now over 430) on LinkedIn than any other adviser. Those recommendations also make him the most highly rated accountant in the world. And in 2013 he led the research team that carried out the world’s largest ever study of bank referrals that resulted in the highly acclaimed report “How To Build More Profitable Referral Relationships Between Accountants And Bankers”.

As an author, Steve’s books for accountants include “Your Blueprint For A Better Accountancy Practice”, “How To Build A Better Business” and “The UK’s BestAccountancy Practices”, which ICAEW President Mark Spofforth describes on the dust jacket as “Brilliant”. And his other books include “101 Ways To Make More Profits”, “Stress Proof Your Business And Your Life” and “How To Build A Better Business And Make More Money”.

Gary Turner is a 25-year veteran of the UK’s software industry and managing director at Xero, joining the online accounting start-up shortly after its UK launch in 2009. Not only is he Managing Director at the market-leading cloud accounting software company, but Gary is also one of the UK’s most engaging and passionate speakers on technology in the accounting industry.

Prior to heading up Xero’s UK operations, Gary’s 20-year career spanned executive positions at Microsoft where he was product group director for Microsoft Dynamics, and before that with accounting software vendor

The former Accountancy Age UK ‘Entrepreneur of the Year’ is the creator of improveyourpractice.co.uk, the free step-by-step programme for helping accountants become more profitable by serving clients better than ever before.

He’s also the founder of Accountants Changing the World, a not-for-profit initiative, which has helped to make life better for over 2.7 million people in need since its launch in 2012.

Pegasus Software where as managing director he led a turnaround, doubling revenue over a four-year period.

He has had a seat on the IT Faculty Technical Committee of the Institute of Chartered Accountants of England and Wales since 2005 where he advises on cloud developments and has mentored a number of cloud publications for members. As one of the UK’s pioneering technology bloggers having launched his own blog in 2001, Gary has since built a reputation as a considered and thoughtful thinker on software industry change dynamics.

How To Become Much More Profitable By Being Much More Proactive

This fast-paced keynote will reveal what ‘being proactive’ really means. It will show 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 will explain how to easily turn your proactivity into new clients, extra fees and higher profits... all without you having to do any selling whatsoever!

Friday 12.00 - 12.45 KEYNOTE THEATRE

The Post PC Era - Everything You Know About Technology Is Wrong!

As revolutionary as they first seemed to us, countless past technological innovations like the personal computer, the World Wide Web and the smartphone were really only necessary milestones on a much bigger journey towards the huge technological shift that’s unfolding today. And the converging mega-trends of mobile, cloud, social and data are now profoundly reshaping the business landscape in ways that conventional IT thinking could have never imagined. Gary paints a practical picture about how these trends are now beginning to impact the world of accounting and business management, and how you should adapt your thinking and practices accordingly.




Gordon trained as an accountant in the UK and later worked with Grant Thornton. He set up the marketing function in the High Wycombe office of Grant Thornton which became the fastest growing office in the UK. He then founded what is now known as 2020 within the accounting profession and has been the marketing director from its infancy.

He has been consulting with firms, leading with marketing, in the UK, Ireland and South Africa since 1989 and has worked with three of the Top 4 firms, 75% of the Top 20, and over 2,000 independent firms. Gordon is a well-recognised and accomplished speaker for annual conferences and staff training days. He has accumulated some brilliant

“Mark is an enthusiastic boy, has an extensive vocabulary and works well in the group. Sometimes jumps from one thing to the other but has a very broad interest.” When Marks’ teachers wrote up his elementary school report, the internet was a twinkle in Tim Berners-Lee’s eye, let alone a world with social media and a new way of interacting with people. But skip forward to 2014 and that enthusiasm and engagement has seen Mark become a social media thought leader in the Netherlands with thousands of followers.

Recognised as a global leading consultant to accountancy firms in the areas of marketing, strategic planning, and practice management, Gordon is increasingly advising on succession issues including buying, selling and merging of accountancy practices.

FOUNDING SHAREHOLDER THE 2020 GROUP

SOCIAL MEDIA THOUGHT LEADER

GORDON GILCHRIST

MARK APPEL

ideas which can be heard at his seminars. His work has appeared in all the accountancy journals and also the Independent, Times and Financial Times. He and Ian Fletcher are joint authors of the Croner.CCH book “SME Consulting”.

Gordon lectures to more than 4,000 people a year, mainly on the subject of marketing and practice development within the accounting profession. He’s regularly invited by international groups of accountants to present papers at their international annual conferences. Gordon has also created, marketed and successfully facilitated focus groups including managing partners focus groups, professionall development programmes for aspiring and successful accountants, marketing focus groups and IT focus groups. In these ways, he work has reached out into over 400 individ-uals at a very intense level every year.

Using The Slight Edge Theory To Build An Extraordinary Firm

The most successful practices are slightly better at almost everything they do compared with their competitors. Their KPIs are ALWAYS slightly better than average, they have higher chargeable hours, lower recovery rates, higher charge out rates, higher fees per partner, quicker turnaround times, lower lock-up, to name just a few. In this fast paced session, Gordon will show you the secrets of implementing the Slight Edge Theory in your practice.


Marcus du Sautoy is the Simonyi Professor for the Public Understanding of Science and Professor of Mathematics at Oxford University. He is the author of three books, The Music of the Primes, Finding Moonshine and The Number Mysteries. He has presented numerous radio and TV series for the BBC and in 2010, received an OBE from the Queen for services to science.

This is your chance to hear an essential seminar from respected academic and Officer of the Most Excellent Order of the British Empire, Marcus du Sautoy.

PROFESSOR MARCUS DU SAUTOY OBE

The Uncrackable Code

Based on his bestselling book, The Music of the Primes, Marcus will explain how prime numbers are the key to securing all our online data and interactions from emails to internet commerce, from securing the data we store on the cloud to online banking. But can we be sure the codes are uncrackable?

How Can Social Media Attract New Business?

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

Just about everyone in business is aware of the potential of social media marketing, but are you making the most of the opportunities it presents?

Thursday 13.00 - 13.45 EXACT THEATRE

Friday 13.00 - 13.45 SAGE THEATRE

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IAN FLETCHERAUTHOR, LECTURER AND CONSULTANT

Ian is a Chartered Accountant, having trained at the London office of PWC. After qualification, he became a partner in a regional practice before becoming a practice consultant with Charter-Group and a lecturer with Mercia. In 2000, he merged his training and consulting business with Ollie Weber Brown, Chris Frederiksen and Gordon Gilchrist and together they formed the 2020 Group.

Ian is a well-known lecturer and business consultant and has gained a reputation for his entertaining style and practical approach to

Be entertained as you are educated by Ian as he shows you how to increase your profitability by broadening your service offering.

practice management. He majors in adding value to accountants and spends a lot of his time writing marketing material and talking to

accountants about how to widen the services they offer to their clients.

Ian is also a holder of the Chartered Insurance Institute’s Financial Planning Certificate and writes and lectures exten-sively on FCA related matters. He is passionate about helping firms introduce wealth management services. He is the co-author of the ICAEW’s book “Building the Value Added Practice”, and together with Gordon Gilchrist, is co-author of the Croner.CCH book “SME Consulting”.

Widen The Service You Offer Clients

The most profitable accountants all have one thing in common; they provide a full range of business related services to clients. In addition to the usual ‘Type 1’ services of compliance, they have methodologies to introduce wealth management, corporate finance, tax planning, general insurance and other ‘Type 2’ added-value services to clients. Join Ian to find out how to widen the services you offer and increase your profitability!

LESLEY BATCHELORDIRECTOR GENERAL, INSTITUTE OF EXPORTWith three decades’ experience of international trade, Lesley is the Director General for the IOE, one of Going Global Live’s show partners. Her expert insight will help you identify and eliminate any skills gaps in your workforce.

Having worked within International Trade for over 30 years, Lesley uses this experience to launch new products and specialises in licensing and using Intellectual Property to the fullest. The Institute of Export is remitted to help UK businesses to trade internationally, involving

Skills Gap In International Trade

The many demands on businesses these days to trade internationally means that the skills needed to move on to the next stage of market penetration are sometimes neglected. Lesley’s seminar draws on her experience spanning three decades to expose some of the pitfalls and reveal ways you can profit from trading internationally.

Thursday 11.00 - 11.45 ACCATHEATRE


all aspects of business discipline from our highly regarded education programme to short training courses; from our recruitment and member support activity and work to represent those trading in international trade widely.



ANDRÉ KWAKERNAATINTERNET ACCOUNTANCY SOFTWARE PIONEER

André Kwakernaat, together with Maurice Tijhuis, launched Twinfield as the first online accounting service in the Netherlands. By setting out on this venture, André showed himself to be a true pioneer in the field of internet-based software service delivery (SaaS). Since then, Twinfield has been acquired in 2011 by Wolters Kluwer and has grown into one of the most prominent SaaS providers in the Netherlands and Europe in general, with a strong reputation for continuously driving innovation and delivering efficiency for its customers.

Don’t miss this chance to hear one of the originators of SaaS discuss the future of the accountancy profession and how your practice can benefit from change.

As part of the help and support it provides for tax agents and advisers HM Revenue and Customs (HMRC) will deliver a presentation around the Government Digital Strategy which sets out how Government is becoming ‘Digital by Default’.

Following Twinfield’s acquisition, André is now a member the Wolters Kluwer European TAX and Accounting Team, where he is responsible for innovation and online services and working at the new online accounting platform for Wolters Kluwer. He is also a member of the Advisory Board at the College of Utrecht, as well as being a committee member of the ASP forum and the Chair Judge of the Company of the Year Competition for Junior Achievement Young Enterprise Europe (YA-YE).

HMRC: DIGITAL BY DEFAULT

It will focus on the HMRC Digital Exemplars: Your Tax Account, Digital Self Assessment, PAYE for Employees and Agent Online Self Serve (AOSS). Speaking at Accountex will give HMRC the opportunity to share information and for tax agents and advisers to hear the latest information and next steps.

HMRC’s speaker will be an Agent Account Manager (AAM) who is

part of a national team with a specific role to assist tax agents and advisers in their day-to-day engagement with the depart-ment, giving them have a better understanding of our systems, regulations and requirements. There are over 30 AAMs in the team with wide-ranging experience and an understanding of HMRC’s business.

HMRC: Digital by Default

As part of the help and support it provides for tax agents and advisers HM Revenue and Customs (HMRC) will deliver a presentation around the Government Digital Strategy which sets out how Government is becoming ‘Digital by Default’. It will focus on the HMRC Digital Exemplars: Your Tax Account, Digital Self Assessment, PAYE for Employees and Agent Online Self Serve (AOSS). Speaking at Accountex will give HMRC the opportunity to share information and for tax agents and advisers to hear the latest information and next steps.

“It Is Not The Strongest Of The Species That Survives, Nor The Most Intelligent, But The Ones Who Are Most Responsive To Change.”

In a changing world where prices are under pressure, efficiency should be a key focus for any business - particularly a business that wants to grow. In an online world, efficiency becomes more achievable as you have access to more data. Embracing such a change will become an ever increasing challenge in today’s business environment. In his essential seminar, Andre will explain how you can adapt and benefit from change within your practice.



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MARK ROLFECHRIS JONESLEADER OF PERFORMANCE MANAGEMENT, EUROPE AT IBMPRESIDENT OF THE CHARTERED

INSTITUTE OF TAXATION IN 2015

Free CPD - Budget Update

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 oppor-tunities. Tolley have a wide range of CPD options avail-able and this session will enable you to experience them for yourself whilst gaining 45 minutes of free CPD, hearing a budget update from Chris Jones.

Hear first-hand from the leader of Continuing Pro-fessional Development for Tax Markets as he explains your CPD options, with a budget update that qualifies for 45 minutes of CPD points!

Mark gives you the chance to access the latest IBM research into performance management, with his first-hand account of their findings and how you can use them to your benefit.

Mark Rolfe has 25 years’ experience in Finance. Most recently, he was VP Finance and Operations for Ingres Europe and FrontRange Solutions Europe. Previously, he was Director of Finance, EMEA at Macromedia for eight years and Chief Accountant/ Controller of Financial Planning at Nintendo for five years. Both of these companies grew dramatically during his tenure, giving him exceptional experience of performance

management in constantly evolving environments.

IBM recruited him in 2008 to drive the Financial Performance Management (FPM) agenda in EMEA. This has broadened over the years to wider Line of Business. Mark is a fellow of the Association of Chartered Certified Accountants and graduated with an Honours degree in Finance and Accounting.

Thursday 16.00 - 16.45TAX

THEATRE

Chris joined Tolley in 2003 and was instrumental in developing the CPD and exam training businesses. As Director of Tax Markets and Learning Solutions, he was responsible for designing and creating Tolley®Guidance. Chris is an acclaimed and prolific lecturer and writer on taxation issues and has gained a reputation as being among the best in his field. He continues to practice and advises clients on tax planning and compliance. Chris will be President of the Chartered Institute of Taxation in 2015 and he is also a council member of the Association of Taxation Technicians.

Pushing The Frontiers: CFO Insights From IBM Global C-Suite Study

Evolution of the CFO is being driven by new dynamics – regulatory requirements, globalisation and uncertainty, and business model innovation. ‘Big Data’ is increasingly the domain of the CFO. The 2010 Global CFO Study identified Value Integrators, while the 2013 Study: The Customer-Activated Enterprise shows a sub-set, “Pushing the Frontier”: Performance Accelerators. These CFOs are Perfecting finance efficiency, Capitalizing on business insight, and Creating profitable growth. How are they transitioning into new territory? Find out in Mark’s cutting edge seminar.

Thursday 11.00 - 11.45 ACCOUNTANTS

IN BUSINESS THEATRE



ROBERT SCHUKAI MBE

DAVID OLIVERWORLD-CLASS TRAINER, SPEAKER AND AUTHOR

GLOBAL HEAD OF MOBILE TECHNOLOGY AT THOMSON REUTERS

There are so many marketing channels now that it can be difficult to decide the best method to generate new leads for your practice. You need to attend David’s seminar to understand what works for accountancy in 2014 and beyond.

Don’t miss your chance to hear this Member of the Most Excellent Order of the British Empire take a futuristic and innovative look at the accountancy practice of the future. Are you ready?

David is Founder of Insight, a world-class trainer, speaker, and author of nine books that have been published 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,

Bob Schukai is responsible for overseeing the development and execution of mobile growth strategy across Thomson Reuters

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 business 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.

and was recently appointed an Ambassador for the London Tech City initiative, driven by the British Government and the Unit-ed Kingdom Trade & Investment Group. This ‘extraordinary’ sec-ond job, as he calls it, allows him to share the story of innovation in Britain and why he advocates that ambitious global companies should operate here to benefit from the right environment for success.

In the Queen’s New Year Hon-ours list in 2014, Schukai was awarded an MBE for outstand-ing community service. He leads Thomson Reuters’ efforts in their headline sponsorship of the Apps for Good programme; designed to transform the way technology is taught in schools and to grow future leaders in mobile technology development.

How To Generate, Regular ‘High Quality’ Handpicked Leads For Your Firm

Over the years, in our pursuit of marketing for accountants, we’ve tried just about every possible ‘lead generation’ route to market. What you will hear in this 45-minute presentation is a distilled new list of what is working right now generating a profit for other accountancy firms. This seminar will be crucial for any partners, owners and managers in a practice looking to grow their accountancy firm. David will also give two other seminars at this year’s Accountex, Gain More Profits And Win New Clients Thanks To This New Integrated Technology, and The Top 5 Most Profitable Ways To Grow Your Accountancy Practice.

Thursday 11.00 - 11.45 INSIGHTWORKSHOP

Rethinking The Modern Practice

With the proliferation of mobile technology and more ways of staying connected than ever before, the days of work-life balance have now become the pressures of work-life blur. More often than not, the first thing we do in the morning and the last thing we do at night is check our email, read a news story, or otherwise engage in activity that relates to our job. Robert Schukai MBE, Global Head of Mobile Technology at Thomson Reuters, takes a futuristic and innovative look at the accountancy practice of the future and shares his views on how mobile technology will impact on information professionals everywhere in a hyper-connected world.

Thursday 12.00 - 12.45TECHNOLOGY

THEATRE

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YASMINA SIADATAN FORMER WINNER OF BBC’S THE APPRENTICE

Yasmina Siadatan won the fifth series of the BBC business documentary, The Apprentice, in 2009. Before her appearance on The Apprentice, Yasmina Siadatan gained a BSc in Economic History with Population Studies from the LSE, then becoming a restaurant proprietor of Mya Lacarte in Caversham, Reading. After winning The Apprentice, Yasmina worked with Lord Sugar

in his digital signage company Amscreen, which places digital display screens in health-care, petrol station and retail environments. While working for Lord Sugar, Yasmina helped grow the business from virtual start-up through to trading in Europe.

Yasmina is currently employed by ex-Dragon’s Den star James Caan as Creative Director of Start-Up Loans. They are kickstarting 30,000 brand new businesses with £151m of government funding. Start Up Loans provides repayable low interest loans for start-up businesses and is paving the way for a new generation of enterprise in this country. Starting 40 businesses every day, they are well on the way to providing a strong SME sector of tomorrow. Mya Lacarte is enjoying its seventh year of trading and continues to win awards for culinary excellence.

Alternative Finance Options

Curious about crowdfunding? Intrigued by invoice auctioning? Pondering a peer-to-peer loan? We can’t blame you. Businesses vary in size, aim and complexity. Their financial require-ments and risk appetite are equally varied. Which type of finance is right for your type and size of business? Do you always get/offer the right type of finance for your business? Do you always consider: costs of finance, need/use, security, timing, tax reliefs and incentives?

Thursday 13.00 - 13.45 ACCA THEATRE

Since leaving university, Yasmina has worked for both Lord Sugar and James Caan, as well as running her own restaurant business. Her insightful seminar will explain your alternative finance options.

Come and hear this leading expert in integrated and narrative reporting explain the implications of next year’s new UK GAAP and the implementation issues you will face.

RICHARD MARTINHEAD OF CORPORATE REPORTING AT ACCA

Richard Martin is Head of Corporate Reporting at ACCA (Association of Chartered Certified Accountants). ACCA is the global body for professional accountants, with 162,000 members and 426,000 students around the world. Richard is responsible for monitoring developments in integrated and narrative reporting and in financial reporting, analysing the impact of changes and developing ACCA’s policy on these issues, speaking regularly on accounting standards internationally and in the UK.

He’s a member of the Accounting Working Party of the Federation of European Accountants (FEE) and of FEE’s Corporate Reporting Policy Group, as well as being Chairman of the Accounting Expert Group at EFAA the European federation of accountants for SMEs. Richard is also a member of the accounting and reporting group of experts at the United Nations Conference on Trade & Development (UNCTAD), particularly involved with developing their reporting guidelines for small and medium-sized businesses.

Countdown To 2015 And New UK GAAP

From 1 January 2015, there will be a new UK accounting regime in operation – FRS102, the FRSSE and the micro company regulation. There will also soon have to be new company law. The seminar will touch on what needs to be done, the implementation issues that are coming up and latest developments.

Friday 14.00 - 14.45 SAGE THEATRE



ALEX MACPHAIL DARREN

BERRYPARTNER AT rogenSiSTRATEGIC PARTNERSHIPS,

UBS WEALTH MANAGEMENTDarren spends his professional time promoting collaborative working, so he’s well placed to witness the benefits and the pitfalls of external partnerships.

If you’re looking for a step change in commitment from your team to benefit your practice, that’s exactly what Alex specialises in. Make sure you catch his seminar to learn how to influence with elegance.

Darren is a Chartered Financial Planner, A Fellow of the Personal Finance Society and an affiliate member of STEP. He has worked in the City for over 25 years and during that time, he haswitnessed the landscape for financial services change almost as much as the London skyline. Having previously worked for major UK life assurance groups,

Alex Macphail is a partner of rogenSi within the EMEA region, based in London. He is an executive coach and conference presenter with more than 20 years’ experience within the corporate and conference environment. As a founding partner of the company since 1992, he specialises in creating environments that encourage

Darren is now within the Strategic Partnerships team at UBS Wealth Management. A key part of his current role is the promotion of collaborative working between professionals for the benefit of the client. Darren is passionate about the fact that it is not only the client that benefits from the creation of a trusted team.

optimum performance levels and works with clients to build positive internal and external stakeholder relationships.

An expert in the psychology of behavioural change, Alex assists organisations whenever they desire a step change in commitment, aligning and motivating individuals behind their own targets, as well as those of the organisations. Drawing on his experience as a sales director with direct responsibility for a team of 15 specialist sales personnel, Alex’s approach is highly practical and outcome focused. On an individual level, Alex provides speaker coaching to leaders and those tasked with communicating critical organisational messages.

To Refer Or Not - How Well Do You Know Your External Partners And Where Does The Risk Sit?

Working collaboratively with other professionals can bring numerous benefits for you and your practice, in addition to enhancing the client experience. However, choosing your external partners wisely has never been more paramount. This session will look at the formalisation of referral processes and operating within a risk framework. It will be relevant for individuals who currently make referrals, as well as practice managers looking to understand where the risk lies and how to reduce it where possible.

Friday 11.00 - 11.45 KEYNOTETHEATRE

Influencing With Elegance

Alex’s unmissable seminar will provide you with an understanding of the qualities and characteristics that effective influencers possess, with a range of practical tips, techniques and strategies for building rapport, the foundation of influence, and for creating persuasive messages. You will learn how to be more confident when influencing at senior levels and have the opportunity to apply some of the core principles of influencing.

Friday 12.00 - 12.45 ACCOUNTANTS

IN BUSINESS THEATRE


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Visit the Thomson Reuters Technology Theatre to be inspired by the latest innovations in the accountancy profession.

HEADLINE SPEAKER:

Robert SchukaiMBE, Global Head of Technology

RETHINKING THE MODERN PRACTICERobert Schukai MBE takes a futuristic and innovative view of how he sees the accountancy practice of the future, and indeed the practice of information professionals everywhere, in a hyper-connected world.

SESSION TIMINGS: Midday on Thursday 15 May and 11am on Friday 16 May.

SPECIAL OFFER!Accountex visitors receive a free Digita moving package worth £1,300! Choose Digita software and take advantage of free data migration, video training and online configuration when you quote “Accountex”. *

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ACCOUNTEX MAY 2014WORKSHOPS & FEATURES20

10.15 - 10.45Daniel Richards I just don’t get Apps! Why are accountancy firms launching smartphone and tablets Apps?

This workshop is designed for anyone who doubts the benefits of apps for accountancy firms. During this interactive session together we will ask whether an App is a vanity project waiting to be downloaded and deleted later? Full of gimmicky features that customers will never use? Pointless; just full of taxtables and other stuff? Who’s going to bother using it anyway? Come and see us at stand A630 for a free DVD.

11.00 - 11.45David OliverHow to generate, regular ‘high quality’ hand picked leads for your firm

The old ways of marketing an accountancy firm don’t work anywhere near as well as they used to. They are largely tired, disjointed, and no longer effective enough for many to continue! Over the years, in our pursuit of marketing for accountants, we’ve tried just about every possible ‘lead generation’ route to market. What you will hear in this 45-minute presentation is a distilled new list of what is working right now generating a profit for other accountancy firms.

12.00 - 12.45David Oliver & Michael WoodGain more profits and win new clients thanks to this new integrated technology

Software companies are transforming industries and accounting is no exception. Apple has changed forever the music industry, Skype has torn up the economics of telephony and Hailo is changing the way we order a taxi. Thanks to careful integration, you can discover how you too can gain more profits and win new customers. Michael Wood has worked with accounting firms across five continents. David Oliver and Michael will share with you the key changes to take advantage of the latest accounting technology.

13.00 - 13.45MyFirmsAppNever before has this ever been possible!

Mobile apps are currently the most affordable, effective and productive tool for accountants to reach and interact with existing and future customers. Never before was it possible to be so close to your clients and prospects 100% of the time. You’ll discover what the point is of an app for an accountancy firm, why hundreds of your fellow professionals have launched an app, what the benefits are to your practice and how to launch your own app at low cost in weeks.

14.00 - 14.45Daniel Richards The Post PC Era - Everything You Know About Technology Is Wrong!

This no nonsense session will explore why so many accountancy websites are rubbish! Most firm’s websites don’t work in terms of delivering a meaningful ROI. The profession is awash with ‘template’ and so-called ‘bespoke’ site providers, churning out the same old thing and destroying your response rates. Discover in the session how to ensure your site appears on Google, ranks well, converts visitors to enquiries and actually works.

15.00 - 15.45Gordon Gilchrist More clients please

As we see an increase in the need to attract new quality clients, the investment in marketing is on the up again. What are the best marketing techniques we are seeing in 2014? Where are the best leads coming from and what services are potential clients interested in buying from accountants today? Hear the latest research from Client Satisfaction Surveys so that you can focus your marketing efforts in the most effective way.

16.00 - 16.45David Oliver The top 5 MOST profitable ways to Grow your accountancy practice

Every day our team speaks to accountancy firms looking to grow. Common questions they ask are ‘what’s working right now?’ And also ‘What is the best way to grow my accountancy practice, profitably? This 45-minute live, interactive session with industry leader David Oliver will explore the top 5 profitable ways to grow your accountancy practice. Five of the most profitable routes to market to win handpicked, high quality, fee paying clients rather than selling your services.

17.00 - 17.45Daniel RichardsGrowth through Mobile technology – The professions next frontier

Change! That’s one thing accountants are brilliant at handling. Mobile technology has already changed the way we all live. You can’t afford to be content to sit back and do tax returns, statements and respond to your current clients. In the next couple of years, that sort of work is going to be gone! We’ll show you how embracing specific technology will help you grow through mobile technology and not lose out.

> THURSDAYINSIGHT SALES & MARKETING WORKSHOP

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MAY 2014 ACCOUNTEX WORKSHOPS & FEATURES 21

10.15 - 10.45Daniel RichardsJust don’t get Apps! Why are accountancy firms launching smartphone and tablets Apps?

This workshop is designed for anyone who doubts the benefits of apps for accountancy firms. During this interactive session together we will ask whether an App is a vanity project waiting to be downloaded and deleted later? Full of gimmicky features that customers will never use? Pointless; just full of tax tables and other stuff? Who’s going to bother using it anyway? Come and see us at stand A630 for a free DVD.

11.00 - 11.45MyFirmsApp Discover how you can engage current clients and win new ones through an App

Mobile apps are currently the most affordable, effective and productive tool for accountants to reach and interact with existing and future customers. Never before was it possible to be so close to your clients and prospects 100% of the time. You’ll discover what the point is of an app for an accountancy firm, why hundreds of your fellow professionals have launched an app, what the benefits are to your practice and how to launch your own app at low cost in weeks.

12.00 - 12.45Daniel Richards How to make sure your website is REALLY working

If your website is not generating you enquiries then this workshop is a must attend. Over 45 idea packed minutes Daniel will lift the lid on websites that work. Together we will look at the number 1 reasons most accountancy websites are rubbish; why your website is not ranking; how to generate regular enquiries at no or low cost; pay-per-click marketing using Google and LinkedIn; and five proven ways to convert visitors to quality enquiries.

Know exactly where you are going, but need some practical practice growth ideas to help you on your way? Come and join the Insight team to discover a range of fresh, challenging and fully proven strategies that will give you all the help you need to stay on track for profitable growth. From pioneering App technology to lead generation and client acquisition strategies;from websites and mobile technology to automated marketing – it’s all available at the Insight Theatre.

You’ll keep one step ahead by hearing some of the most respected names in sales and marketing for accountants.

13.00 - 13.45Paul Dunn Growth through Giving

There’s a rapidly growing business movement the like of which we’ve never seen before; businesses getting ‘on purpose’; businesses for good. It’s transforming businesses. And it’s transforming lives too.

14.00 - 14.45Daniel Richards Automated, hassle free lead generation for Accountants - revealed for the first time

Over the past 30 years, we’ve made it our priority to continue doing what ‘works’. Serving the accountancy profession means we have to respond to change rapidly. Over the past 12 months, our team has been testing a revolutionary automated marketing plan, designed exclusively for accountancy firms and engineered to require almost zero implementation or management. This workshop reveals the results of the pilot, carried out with firms of varying sizes in regions across the UK.

16.00 - 16.456 VIP SpeakersVIP 1:1 Marketing Consultation Sessions with industry experts

It’s our goal to deliver meaningful and lasting value. This can happen by delivering to large crowds or 1:1 sessions. You may pre-register for these online – and one of our team will call you to ensure this is the right session for you. During Accountex, our team will also hand out VIP invitations to this final session, giving you a chance to chat 1:1 to one with one of our presenters and senior team.

> FRIDAYINSIGHT SALES & MARKETING WORKSHOP

15.00 - 15.45Ian MoyseUsing CRM to market and grow your practice

Selling more services to existing clients and/or attracting new clients are two key ways to grow your practise. Both require an understanding of existing client data and ability to market to targeted clients consistently by client industry, area, turnover and other key metrics. A smart CRM utilised alongside your Practise Management will assist you and the fee earning members to market effectively nurturing updates, newsletters, campaigns and events, sending the right messaging at the right time and importantly tracking the responses and success of each approach.Find out in this informative session how you can achieve growth aspirations with advice from the CRM of the Year winner 2013 and 2014.

ACCOUNTEX MAY 2014WORKSHOPS & FEATURES22

TOLLEY WORKSHOP > THURSDAY11.00 - 11.45Chris SiddleCTA taster

Undertaking a new professional qualification can be a daunting prospect. This session is designed to give you a sample of what it is like to study for the CTA qualification, as well as demonstrating the various study tools and options available. Tolley’s pass rates for the CTA and ATT qualifications far exceed the national average, come along to this session to find out why.

TAKE AWAY: Example chapter from a study manual and details on study options.

12.00 - 12.45Kimberley WilliamsStarting up in practice

Led by Kimberley Williams, of Williams Wroe, the specialist management consultancy firm that helps accountants and lawyers get the most out of their firm, this session will help people who want to, or have recently, started up their own practice. This session will give people advice on how to hit the ground running as well as providing information on the wide range of services and pricing options that Tolley offers to new practices.

TAKE AWAY: Access to free business development webinar.

13.00 - 13.45Manni SasaniTolley®Library Master Class

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® Tax Digest and a Tolley® Tax Annual, plus a free trial to Tolley®Library.

14.00 - 14.45Simon GroomDiploma Taster

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.

15.00 - 15.45Lynne PoyserTolley®Guidance Master Class

The way that many firms are working on a day today basis is fundamentally changing and one of the reasons for this is Tolley®Guidance. Come along to this session to see how this revolutionary tool is empowering junior members of staff to take on more work and enabling firms to branch out intoareas that they have traditionally avoided or referred on.

TAKE AWAY: A transaction tool kit and a free trial to Tolley®Guid-ance.

16.00 - 16.45Chris JonesFree CPD - Budget update

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 budget update from Chris Jones.

TAKE AWAY: CPD notes and certificate.

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MAY 2014 ACCOUNTEX WORKSHOPS & FEATURES 23

TOLLEY WORKSHOP > FRIDAY11.00 - 11.45Simon GroomDiploma Taster

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

THE TOLLEY TAX WORKSHOP

12.00 - 12.45Kimberley WilliamsStarting up in practice

Led by Kimberley Williams, of Williams Wroe, the specialist management consultancy firm that helps accountants and lawyers get the most out of their firm, this session will help people who want to, or have recently, started up their own practice. This session will give people advice on how to hit the ground running as well as providing information on the wide range of services and pricing options that Tolley offers to new practices.

TAKE AWAY: Access to free business development webinar.

13.00 - 13.45Manni SasaniTolley®Library Master Class

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® Tax Digest and a Tolley® Tax Annual, plus a free trial to Tolley®Library.

The Tolley Tax Theatre is hosting a range of workshops run by leading tax experts. These sessions include:

• Produst 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

• A Budget 2014 lecture led by Chris Jones worth 45 minutes CPD• Expert advice on how to start your own practice• Each session has a free takeaway at the end, including CPD notes, a Tolley Tax Digest and a Tolley Tax

Annual

14.00 - 14.45Chris SiddleCTA taster

Undertaking a new professional qualification can be a daunting prospect. This session is designed to give you a sample of what it is like to study for the CTA qualification, as well as demonstrating the various study tools and options available. Tolley’s pass rates for the CTA and ATT qualifications far exceed the national average, come along to this session to find out why.

TAKE AWAY: Example chapter from a study manual and details on study options.

15.00 - 15.45Lynne PoyserTolley®Guidance Master Class

The way that many firms are working on a day today basis is fundamentally changing and one of the reasons for this is Tolley®Guidance. Come along to this session to see how this revolutionary tool is empowering junior members of staff to take on more work and enabling firms to branch out intoareas that they have traditionally avoided or referred on.

TAKE AWAY: A transaction tool kit and a free trial to Tolley®Guid-ance.

16.00 - 16.45Chris JonesFree CPD - Budget update

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 budget update from Chris Jones.

TAKE AWAY: CPD notes and certificate.

MEET TOLLEY ® AT

ACCOUNTEX 2014

Tolley® We are delighted to once again be attending the Accountex Exhibition

We are very excited to be exhibiting and presenting at this year’s Accountex Exhibition. In addition to getting to meet you at our stand our experts are also running a variety of workshops.

Free CPD – Budget update – Acclaimed tax lecturer and Tolley Director of Tax Markets & Learning Solutions Chris Jones will be presenting a free CPD lecture updating you on the changes coming from the 2014 budget. The notes from the lecture will be available to take away at the end of the session.

Tolley®Library Master Class – Manni Sasani, Tolley Key Account Manager, will be providing expert advice on how to get the best from Tolley®Library, the largest reference library of its kind in the UK. Attendees will receive a free Tolley®Tax Digest and a copy of one of the Tolley®Tax Annuals to take away after the session.

Starting up in practice – Kimberley Williams, Managing Director of Williams Wroe Management Consultants, will be providing advice and guidance on how to successfully start and grow your own practice. Attendees will also get access to a webinar on how to get the most out of LinkedIn.

Diploma taster – Simon Groom, Tolley Director of Exam Training and Practical Guidance, will be running a taster session on one of the new Tolley diplomas. This is a chance to see what the new diplomas have to offer whilst getting an update on some key tax issues. There will be an example pack to take away.

Tolley ®Guidance Master Class – This session gives you the opportunity to see Tolley’s online practical guidance tool Tolley®Guidance and get expert tips on how best to use it from Lynne Poyser, Tolley®Guidance Personal Tax author. There will be a free content tool kit to take away and a free trial of the product so that you can use it to support the work you are doing in your own time.

CTA taster – Chris Siddle, Head of Tolley®Exam Training, will be running a CTA Taster session to allow attendees to see what the CTA qualification involves and if it is the right qualification for them. There will an example chapter and pack to take away after this session.

We look forward to meeting you at one of our workshops in the Tolley Tax Theatre or on our stand, where we will be showcasing a range of Tolley products, during the exhibition.

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0214-085 Tolley Accountex Exhibition Advert.indd 1 03/03/2014 15:47

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MAY 2014 ACCOUNTEX FREE CPD 25

It’s often been said that breakfast’s the most important meal of the day. If you get the chance to combine cuisine with commercial conversation, does that make it twice as important?

THE GOODWILL BREAKFAST

Why not kick off Accountex with our early bird special session at 10.00am on Thursday morning in the Tax Theatre? This is your unique opportunity to learn all about goodwill first-hand from HMRC, followed by a continental breakfast to set yourself up for a busy day at the show.

You will gain the latest insight into HMRC’s thinking, approach and treatment of goodwill (in particular incorporations), including the evolution of goodwill from the ‘zoological’ approach, how HMRC identifies goodwill, the tax implications of each type of goodwill, dangers inherent in goodwill valuations - and how you can avoid them, as well as the measures you can take to reduce the risk of an HMRC enquiry and what

happens if you fail to agree a valuation with HMRC.

At the end of this session, we’ll be happy to offer you tea, coffee, orange juice and a selection of pastries to ease yourself into Accountex the right way and fill you with fuel for the day ahead. While you quaff your coffee and pleasure your palette with pastries, the Vequity Intelligence team will be available to discuss any client specific matters and answer general questions arising from the presentation. We look forward to seeing you on the day!

Why are leading accountancy firms turning to Virtual Cabinet?

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Clients benefit from secure digital signature technology and a fully integrated document portal that allows the upload of client documents to the Cloud where they are encrypted to the highest standards as used by the Government, FBI and

Banks. Virtual Cabinet seamlessly integrates with IRIS, Sage, Digita, CCH, Star, APS and Practice Engine.

Visit the Lindenhouse stand today and find out why firms like Haines Watts, Francis Clark, Reeves, Ducan Toplis, Lovewell

Blake, Larking Gowen, Carter Backer Winter, Milsted Langdon, and Bulley Davey are turning to Virtual Cabinet.

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Accountex 2014 features:

- Over 130 seminar sessions- A range of panel sessions- 26 Workshop sessions

Held in 11 seminar theatres and 2 workshops over 2 days. Make sure you plan to visit the brand new Keynote stage and the interactive Tax Theatre.

SEMINAR SCHEDULEIT’S ALL ABOUT THE NUMBERS.

Accountex 2014 presents an incredible line-up of speakers, delivering advice on everything from capital allowances and auto-enrolment to cloud technology and data security. The schedule runs through-out both days of the exhibition and conference, giving you the flexibility to attend the sessions that interest you most.

Every session is delivered by an expert in their field, bringing you the very latest to ensure that your career and practice is up to date – or ahead of the rest. Whether you want to further your understanding of the latest tax legislation, discover new ways to market your practice, or gain insight into the latest technology and software solutions, you will find a seminar to suit.

Turn the page now to find the full details of every seminar, panel session and workshop available at this year’s Accountex. Ensure that you plan in advance the sessions that are most important to you. These seminars and panel sessions are always popular and places fill up quickly on the day, so please ensure that you get there early to avoid disappointment.

Book your workshops online now at www.Accountex.co.uk as spaces are highly sought-after.

SEMINARS ARE FIRST-COME, FIRST SERVED. GET THERE EARLY!

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

FREE CPD IN 3 EASY STEPS.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:

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

1. When you attend any Accountex seminar or workshop, simply make a note of which one it was, including the time, date, theatre and seminar title.

2. Using the data collected from our event registrations, Accountex will email all our delegates with the CPD form or you to complete with the seminars that you

attended and wish to claim for.

3. You return the completed form of attendance to CPD UK who will send you your certificate.

ACCOUNTEX MAY 2014SEMINAR SCHEDULE28

KEYNOTE THEATRE > THURSDAY11.00 - 11.45Mark WickershamAdded Value Solutions Ltd (AVN)THE FASTEST WAY TO DOUBLE YOUR PROFITS – brand new research which is transforming the results of UK accounting firms

NEW ground-breaking research reveals the 7-step formula the UKs most profitable firms are following to get better results. In this fast-paced session, best-selling author Mark Wickersham FCA tells you exactly how you can use the 7-step formula. And when you follow this simple formula you will substantially increase your income in less than 90 days. Warning: This session is only for people who are serious about success.

13.00 - 13.45André KwakernaatWolters KluwerIt is not the strongest of the species that survives, nor the most intelligent, but the ones who are most responsive to change.

In a changing world where prices are under pressure, efficiency should be a key focus for any business. In an online world, efficiency becomes more achievable as you have access to more data than in an on premise world. Embracing such a change will become an ever increasing challenge in today’s business. Andre will explain how you can adapt and benefit from change within your practice.

12.00 - 12.45Gordon Gilchrist2020 Innovations LimitedUsing the Slight Edge Theory to Build an Extraordinary Firm

The most successful practices are slightly better at almost everything they do compared with their competitors. Their KPIs are ALWAYS slightly better than average, they have higher chargeable hours, lower recovery rates, higher charge out rates, higher fees per partner, quicker turnaround times, lower lock-up, to name just a few. In this fast paced session, Gordon will show you the secrets of implementing the Slight Edge Theory in your practice.

14.00 - 14.45John WhitingOffice of Tax SimplificationTax simplification: update from the OTS

The seminar will involve an update on the recent reports of the OTS on Employee Benefits & Expenses and Partnerships and outline how the recommendations are being taken forward. John will also be describing the OTS’s current project on improving the competitiveness of the UK’s tax administration and inviting ideas from delegates.

15.00 - 15.45Gary TurnerXeroThe Post PC Era - Everything You Know About Technology Is Wrong!

Although once revolutionary, past technological innovations like the personal computer, world wide web and smartphone were really only necessary milestones on a much bigger journey towards the huge technological shift that’s unfolding today. Xero’s Managing Director analyses the effects of mega trends such as Mobile, Cloud, Social and Data on the world of accounting and business management, and looks at how to adapt your thinking and practices accordingly.

16.00 - 16.45Paul Dunn B1G1: Business for GoodTransformers: Meet the Accountants Transforming Their Businesses (and Our World)

There’s a new breed of Accountants running their firms in new and inspiring ways. Here you’ll meet them, see precisely what they’re doing and, even more importantly, why they’re doing it.

17.00 - 17.45Mark LeeBookMarkLeeHow to STANDOUT and be more successful in practice, online and in life

Hope alone will not enable you to grow your practice. Neither will networking, marketing or social media. Not unless people remember you. How easy do you make it for anyone to do this? Do you leave a distinct, positive and memorable impression? Or are you ‘just another accountant’? In this popular and magical talk, Mark shares dozens of ideas that will help even the most traditional of accountants to STANDOUT.

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MAY 2014 ACCOUNTEX SEMINAR SCHEDULE 29

KEYNOTE THEATRE > FRIDAY11.00 - 11.45Darren BerryUBS Wealth ManagementTo refer or not? If you do, how well do you know your external partners, and where does the risk sit?

Working collaboratively with other professionals can bring numerous benefits for you and your practice, in addition to enhancing the client experience. However choosing your external partners wisely has never been more paramount. This session will look at the formalisation of referral processes and operating within a risk framework. It will be relevant for both individuals who currently make referrals as well as practice managers looking to understand where the risk lies, and where possible how to reduce it.

ABOUT THE SPONSOR

15.00 - 15.45Ian Fletcher2020 Innovations LimitedWiden the Service you Offer Clients

The most profitable accountants all have one thing in common. They provide a full range of business related services to clients. In addition to the usual “Type 1” services of compliance they have methodologies to introduce Wealth Management, corporate finance, tax planning, general insurance and other “Type2” added value services to clients. Join Ian to find out how to widen the services you offer and increase your profitability!

We are delighted to be sponsoring the Keynote 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.

14.00 - 14.45John StokdykAccountingWEB.co.ukZen and the Art of Practice Development

AccountingWEB editor John Stokdyk harks back to his Californian roots to chart a course for modern practices. In this keynote talk, he will explain how listening to clients and anticipating their needs will pave the way to practice enlightenment.

16.00 - 16.45HMRC

HMRC: Digital by Default

As part of the help and support it provides for tax agents and advisers HM Revenue and Customs (HMRC) will deliver a presentation around the Government Digital Strategy which sets out how Government is becoming ‘Digital by Default’. It will focus on the HMRC Digital Exemplars: Your Tax Account, Digital Self Assessment, PAYE for Employees and Agent Online Self Serve (AOSS). Speaking at Accountex will give HMRC the opportunity to share information and for tax agents and advisers to hear the latest information and next steps.

* 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.

13.00 - 13.45Julia PennyWolters Kluwer UKNew UK GAAP – Getting it Right

New UK GAAP becomes mandatory for affected entities for accounting periods beginning on or after 1 January 2015. Whether you work in practice or business it is vital that you understand the impact of the changes and how to deal with them. This seminar will cover who does what in the new regime and the key differences between FRS 102 and current GAAP and what to do about them.

12.00 - 12.45Steve PipeAdded Value Solutions Ltd (AVN)How to become much more profitable by being much more proactive

This fast-paced keynote will reveal what “being proactive” really means. It will show 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 will explain how to easily turn your proactivity into new clients, extra fees and higher profits... all without you having to do any selling whatsoever!


TAX THEATRE > THURSDAY

11.00 - 11.45Gill Yates VAT PenaltiesHow Many “Mates down the pub” do you have?

Every accountant has had at least one client say to them “My mate down the pub says that...followed by a claim that is at best, unlikely and at worst, illegal. In this seminar several of the more popular VAT related myths will be exploded.

10:00 - 10:45Stephen Burwood & Nicholas StobbsVequity Intelligence LLPGoodwill - Updated Insight into HMRC Approach & Treatment

Discover new insight into HM Revenue & Customs thinking, approach and treatment of goodwill (in particular incorporations) including the evolution of goodwill, how HMRC identify goodwill, the tax implications of each type of goodwill,dangers inherent in goodwill valuations and how you can avoid them, what measure you can take to reduce the risk of a HMRC enquiry and what happens if you fail to agree a valuation with HMRC.

12.00 - 12.45Mark TigheCatax Solutions LtdCapital Allowances: the intricacies and the deadlines – Are you aware of them?

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 maximized their capital allowance and do not lose out on their right to this valuable tax relief forever.

14.00 - 14.45Robyn MilsteadWard WilliamsSimple guide to IR35

IR35 is a hot and daunting topic for companies, contractors and sometimes for accountants too! This is especially so as it can be difficult to understand the Revenue’s own issued guidance. This seminar aims to provide a clear overview of what IR35 is all about and will help anyone unfamiliar with IR35 or anyone who is nervous about discussing it with their clients.

15.00 - 15.45Iain RobertsonQubic TaxTaking reward from an owner managed business – ten things you need to know now.

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.

13.00 - 13.45Chris JonesTolleyFinance Bill 2014 Attack on Partnerships & LLPs

Chris Jones will be delivering a free CPD session where he will discuss some of the major changes that will be introduced in the 2014 Finance Bill which will affect all partnerships and LLPs. The topics covered by Chris will include: Anti-avoidance rules on profit allocations to corporate members in a partnership;The implications of salaried members of LLPs; Other tax planning opportunities and pitfalls for partnerships and LLPs

17.00 - 17.45Bernard CritchleyTax Help for Older PeopleTaxation for the over 60’s

A short summary of the various aspects of the taxation matters that relate to people in later life.

THEGOODWILLBREAKFAST***

16.00 - 16.45David Gibson & Clive CurdVeritas Advisory LimitedCapital Allowance: The Benefit, Key Issuesand Changes

Capital Allowances seminar relevant for people of all levels of knowledge, providing an introduction to what they are and the benefit in cash saving terms, key issues for accountants andclaimants, the importance of getting it right, our practical experience dealing with HMRC, getting value for money, common misconceptions and errors, key legislation changes from April 2014 and what needs to be done to ensure allowances are not missed out.

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TAX THEATRE > FRIDAY11.00 - 11.45Anne FairpoChartered Institute of TaxationIP incentives – what’s new?

Anne Fairpo is a senior tax lawyer who has substantial and diverse experience of tax matters gained both within law and accounting practices. Anne was called to the bar in 2009 after 15 years as a solicitor; her experience and expertise covers UK and international corporate tax planning and disputes, acting for a range of clients from small owner-managed businesses to listed multinationals. Anne also has a particular interest in intellectual property taxation and UK-US cross-border tax planning, with regard to both direct and indirect tax matters.

12.00 - 12.45Steve CheckleyTaxCalcWiden the Service you Offer Clients

In 2015, the UK Government is to launch a new online strategy called Identity Assurance (IDA). Ultimately designed to replace the Government Gateway and other legacy technologies, IDA has the potential to fundamentally change both your own and your clients’ online relationship with HMRC. Find out more in this seminar that no practitioner should miss.

13.00 - 13.45Chris JonesTolleyFinance Bill 2014 Attack on Partnerships & LLPs

Chris Jones will be delivering a free CPD session where he will discuss some of the major changes that will be introduced in the 2014 Finance Bill which will affect all partnerships and LLPs. The topics covered by Chris will include: Anti-avoidance rules on profit allocations to corporate members in a partnership;The implications of salaried members of LLPs; Other tax planning opportunities and pitfalls for partnerships and LLPs

14.00 - 14.45Gary RowsonOneE GroupHMRCs approach to tax related penalties and how best to defend your clients.

Gary oversees the handling of all HM Revenue & Customs enquiries involving OneE Tax solutions. In addition, he is also the Managing Director of OneE TDI, a sister company of OneE Tax specialising in tax dispute and investigation work. In his eight years with HMRC, he was an Investigator with the Special Trades Investigation Unit (contrived liquidations – ‘phoenixism’) and Special Compliance Office (now Specialist Investigations).

15.00 - 15.45Keith GordonAtlas Tax ChambersRecent tax cases

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.

16.00 - 16.45Caroline CrowleyAML 250Update on the Statutory Residence Test and other developments in residence and domicile

The new Statutory Residence Test and the abolition of ordinary residence, has brought significant change. The effect of the new test is that a large amount of case law on which advisers have previously relied will now be redundant. Although the statutory test will make it easier for a person’s residence status to be determined, it is not the straightforward test that was originally proposed. This is a must for practitioners who advise non-UK resident and non-UK domiciled individuals.


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

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.

Veritas Advisory Limited was founded by three Directors of a top 4 Capital Allowances consultancy to provide an open, personable and refreshingly honest service to both UK and overseas clients.

With over 45 years experience advising on Capital Allowances matters across all property sectors nationwide, the Directors are all industry speakers, have strong reputations with HMRC and have built long term client relationships on trust, integrity and strong technical advice whilst offering a flexible, Director led service.

We do not inflate estimates of tax savings to win new clients nor use misleading generic Capital Allowances ‘calculators’, as we understand all buildings are different and the changing, complex legislation gives rise to numerous possibilities.

We provide initial consultations and estimates of tangible savings at no cost, no matter how large or small the project or transaction, and our approach to fees is very much aligned to the benefit we achieve for the client.

In addition to advising property owners, occupiers

www.veritasadvisory.co.uk

Experts inCapital AllowanceAdvice

We are presenting at 4pm on Thursday 15th May at the Accountex Exhibition in the ATT & CIOT Tax Theatre

Ahead of the Capital Allowances legislation

introduced in April 2014 Clive Curd provided a step-by-step guide for solicitors acting for either the buyer or seller. The article was first published in

‘Property in Practice’ the magazine of the Law

Society’s Property Section in March 2014.

See us on Stand

A294

and investors directly we regularly work with and advise accountants, quantity surveyors, lawyers and investment agents to complement their own service offerings.

See us on Stand

A294

David GibsonDirector MRICS, ATT, BSc (Hons)Dual qualified as a Chartered Quantity Surveyor and a member of Association of Tax Technicians, providing extensive Capital Allowances advice on all types of transactions to UK and Overseas entities ranging in value from £20,000 to £500m.E-mail: [email protected]: 07502 376957

Clive CurdDirector Dip Prop Invest, MRICSOver 20 years experience specialising in Capital Allowances, advising FTSE 100 companies, funds, UK and offshore property investors and negotiating with HMRC and Valuation Office on valuation techniques and legislation.E-mail: [email protected]: 07502 376973

Nolan MastersDirector MRICS, ATT, BSc (Hons)Tax trained at Deloitte and dual qualified as a Chartered Quantity Surveyor with extensive experience providing tax led investment advice to institutions, individuals, property funds and corporate clients.E-mail: [email protected]: 07502 376204

Nolan MastersDirector MRICS, ATT, BSc (Hons)Tax trained at Deloitte and dual qualified as a Chartered Quantity Surveyor with extensive experience providing tax led investment advice to institutions, individuals, property funds and corporate clients.E-mail: [email protected]: 07502 376204

We are presenting at 4pm on Thursday 15th May at the Accountex Exhibition in the ATT & CIOT Tax Theatre

www.veritasadvisory.co.uk

Experts inCapital AllowanceAdvice

We offer a tailored Capital Allowances service from tax planning through to claim

submission and agreement and negotiation with HMRC

on behalf of property owners, investors and occupiers to

in-house Capital Allowances training and dedicated

services to complement Lawyers, Surveyors, Agents

and Accountants own services.


> THURSDAY11.00 - 11.45Richard WhittakerAbbey Tax ProtectionCapital Allowances opportunities for Accountants

Capital Allowances are an important client consideration. From April 2014, new rule changes affecting transactions mean Accountants and Solicitors acting for buyers must resolve entitlement issues before completion or risk an avoidable loss.

12.00 - 12.45Brendan WoodsOCREXImproving Practice Profitability for Growth

All too often, growth is only measured by an increase in revenue. However, growth in profitability is just as important. This seminar will focus on recent technological developments that can be leveraged to significantly reduce operational workloads. The dependency on manual data entry for statements, invoices, receipts, credit notes, expense sheets and other commonly processed documents is finally coming to an end as optical character recognition combined with artificial intelligence and data mining provide the answer.

13.00 - 13.45Ian HornseyDevonportsRaising Professional Standards and Seizing Business Opportunities

The seminar will concentrate on operating a successful and professional practice within the SME environment and additionally focus on seizing business opportunities for both practising accountants and their clients.

14.00 - 14.45Simon ClarkeICPA Ltd.Gaining and retaining clients

This seminar won’t go in to detail on the latest fad to gain fees or offer a quick fix lifetime guarantee pipeline of new clients. You’ll learn the most important things you should be doing to remain visible, and make clients come to you. These simple wins will generate your practice new and repeat business for months and years to come, and won’t cost a fortune.

15.00 - 15.45Paul AvinsThe Business Wealth ClubHow Business Coaching Can Offer Your Practice New Profits and Your Clients Added Value

Learn how tap into a fast growing Global trend to generate £250,000 per year from your current clients by adding Business Coaching and Mentoring Services as a new Profit Centre in your Accounting Practice. In this Content packed presentation Business Wealth founder and Author Paul Avins, takes you through how adding Business Coaching and Mentoring can unlock hidden profits in your client base, and the models, metrics and margins available.

16.00 - 16.45Ben McLeishAlcore Global SolutionsOutsourcing in Accounting, how to make it work and what to look for in an outsourcing partner

The world of accounting is changing and clients are demanding more value from their relationship with their Accountant. Our seminar will investigate how Outsourcing can be a valuable tool to promote Practice growth and improve fee recovery .We will address the benefits, pitfalls, associated stigmas and how to get the best outcome for your Practice.

17.00 - 17.45Mark LloydbottomMark Lloydbottom ConsultingBetter Management. Better Results. More Growth. It’s time to go DEEPER.

The difference between an ordinary practice and an extraordinary practice is better Management. Come and listen to Mark Lloydbottom who is acknowledged as on the leading speakers on practice management and growth.

THE PRACTICE GROWTH THEATRE

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> FRIDAY11.00 - 11.45Nigel Simmons & Martin ParryXledger Ltd.How cloud-based accounting can help your practice to get up close and personal with your clients

Why should accounting practices be moving to online accounting and what are the benefits that cloud-based systems can offer to your practice? Nigel Simmons, Acconomy will discuss how he is providing a more proactive service to businesses that value an ongoing relationship with their accountant. Martin Parry from Xledger will demonstrate the differences between traditional and online accounting systems. He will also provide advice on how partnering with a cloud system supplier can work in practice.

12.00 - 12.45Chris HadenABBYY UK LtdAutomated Invoice Processing – What’s the Line on Line Items?

In this session you will learn how an automated accounts payable and invoice processing solution can benefit your organisation. See how others have successfully optimised the processing of supplier invoices, purchase orders or remittances. Documents are intelligently recognized and classified by type, the relevant data is automatically extracted and the information fed onto a pre-defined approval workflow or backend system. By automating time- and labour-consuming manual tasks organisations improve operational efficiency, drive down costs and increase visibility.

13.00 - 13.45Brian CoventryBstar Business Advisory / Symphony CRMThe Trusted Advisor of the 21st Century

Demonstrate to your clients that you are the accountant that’s different. You understand their business, you know how to market your practice using the latest technology and you know how to use IT to streamline the process and capture time in your firm. We will show you that the firm of the future, that you dreamed about is here today.

14.00 - 14.45Mr. Sunil GoelSandMartin Outsourcing ExpertsOutsourcing is here to stay- learn how to make it work!

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

15.00 - 15.45Sean Read SyscapHow can finance act as a building block for growing practices and your clients?

Recent years have seen the accountancy sector struggle, with the number of practices going out of business up 41% in 2013 from 73 to 103. Funding for growth to practices as well as their own clients will be critical in the coming years to turn this trend around. Sean will show you how to build your value proposition to your clients through cash-flow management and a collaborative approach to finance.

16.00 - 16.45Richard MessikRFM AssociatesThe Virtual Practice –Accounting for the future

Accountancy practice no longer need to be location specific and restricted to one address. 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.


THE PRACTICE GROWTH THEATRE

NOTES


HOW TO THEATRE > THURSDAY11.00 - 11.45David JohnsonHalo Financial Can you help your clients to be Currency Conscious?

An exploration of the ways and means that your clients can use to forecast, risk manage and utilise their currency requirements to improve outcomes and add value. Using technical analysis, market techniques and the foreign exchange market’s inherent volatility to enhance the bottom line through risk averse best practice.

12.00 - 12.45Steve Bolt BCR AssociatesHow to differentiate your business, improve revenue streams and increase client retention

Offering additional relevant services can improve yours and your clients’ businesses. A cohesive cost/risk management proposition sits naturally alongside your existing services, differentiates you against competitors, offsets your fees through client savings, keeps clients sticky and creates additional non-core revenue for your practice- with no cash investment from you or your client. This session looks at this business model in practice with input from an accountant who shares his experience.

13.00 - 13.45Michael CoveneyFinancial Driver Ltd.Improving the accuracy of plans and forecasts

When it comes to budgets and forecasts, everyone has an opinion. But how can you be sure that the numbers being set are both realistic and have the buy-in of managers? In this session, practical solutions to these issues will be offered along with the role that planning technology plays in developing an effective planning and forecasting process.

14.00 - 14.45Richard ReggelWeWorkEverywhereHow to decide if ‘The Cloud’ is for you.

Whether you use Internet Banking, have a Hotmail account or even use Facebook, there is rarely a day where we don’t interact with cloud technology. This session helps you to understand why the Cloud has become so popular and whether it is right for your business.

15.00 - 15.45Steve WhiteThornbury Collection Services Ltd.I’ll need a baseball bat right?

Accountants are meant to be the font of all knowledge right? How well can you advise you clients when they have a problem with a late payer? After this seminar you’ll be better placed to advise them what’s available and how it all works.

16.00 - 16.45Nick CarlilePPB (Platinum Portfolio Builder)How to avoid common mistakes and profit from the current property market

Nick Carlile, director of Platinum Portfolio Builder, will share his invaluable insight into property investment and advise on how to avoid the common mistakes made. He will also offer his expert opinion on how to profit from property in the current climate.

17.00 - 17.45Doug RyanMattioli Woods PLCPensions; the game changer!

Following the announcements within 2014 Budget regarding pensions, we explore the motives and possible effects these will have on your individual client circumstances and the wider pension market. We will also investigate some of the hidden flexibilities modern-day pension schemes can provide. Although retirement may be a distant thought for some of your clients, creating a sufficient pension and wealth management strategy will put them ahead of the game.

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HOW TO THEATRE > FRIDAY11.00 - 11.45Jane MatherSWAT UKAML Compliance – How to Keep Your Regulator Happy

The Anti-Money Laundering regime has been with us for over 10 years and yet AML compliance remains the main issue that QAD and the ACCA monitoring team find when visiting firms. Not surprisingly all the regulators are starting to take a tougher stance. In this short session we will highlight the key areas of failure and review what you need to do. It’s really not that complicated or difficult!

12.00 - 12.45Luke Lang Crowdcube LimtedHow financial professionals can profit from equity crowdfunding

As KPMG have acknowledged, equity crowdfunding is becoming increasingly popular so it’s vital that forward-thinking finance professionals keep themselves up-to-date – not least because the UK is the world leader. Crowdcube will update attendees so that they can advise both commercial and private clients effectively. We’ll look at how equity crowdfunding has grown, what investors look for in a pitch and the types of services finance professionals can offer both businesses raising finance and private investors.

13.00 - 13.45Nick CarlilePPB (Platinum Portfolio Builder)Avoiding common mistakes whist profiting from property

Nick Carlile, director of Platinum Portfolio Builder, will share his invaluable insight into property investment and advise on how to avoid the common mistakes made. He will also offer his expert opinion on how to profit from property in the current climate.

14.00 - 14.45Ian Mayor Stuart Rivers AssociatesCapital Allowance rule changes and 100 percent relief

The new Capital Allowance fixture rules introduced uncertainty and risk for both property owners and accountants. We will identify those risks and provide a safe path through the new legislation with sound technical advice. Do not allow the new rule changes and the increase in AIA to mask the opportunity to claim 100 percent Capital Allowances for your clients in other areas. We will explore further these other opportunities.

15.00 - 15.45Paul AvinsThe Business Wealth ClubHow to Boost Your Clients Profits by 101% - the Truth behind the Business Coaching hype…

In fast paced presentation Paul Avins takes you through what it really takes to put a Business in the Fast Lane to Growth. He’ll be Coaching you through the 5 Profit Pistons the Business Engine™ and how to boost them to equal 101% growth in bottom line results. You’re guaranteed to learn about the 4 Types of Customer Fuel, as well as real life case studies of business growth.

16.00 - 16.45Nick AytonFriendly Pensions Ltd.The cost to your firm of not handling auto enrolment correctly

This seminar will look at why auto enrolment could hurt your business. Nick will cover a lot of ground including how involved you should get, the cost of being too passive, how being proactive will be perceived by clients, what your clients are thinking you are doing as their trusted adviser, the options for adding to existing services, the challenges and issues for the Accounting profession.


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> THURSDAY11.00 - 11.45Mark RolfeIBMPushing the Frontiers: CFO Insights from IBM Global C-Suite Study

Evolution of the CFO is being driven by new dynamics – regulatory requirements, globalisation and uncertainty, and business model innovation. “Big Data” is increasingly the domain of the CFO. The 2010 Global CFO Study identified Value Integrators. The 2013 Study: The Customer-Activated Enterprise shows a sub-set “Pushing the Frontier”: Performance Accelerators. These CFOs are Perfecting finance efficiency, Capitalizing on business insight, and Creating profitable growth. How are they transitioning into new territory?

12.00 - 12.45Rob LambdenOnline50 LimitedExploiting The Cloud For Client Services

How is the rise of the cloud changing the way in which clients want to consume business services from their accountants? Are accountants taking advantage of this? There’s no doubt that the cloud is changing expectations and creating new possibilities – Rob Lambden, a cloud computing veteran, shares how you can copy the successes and avoid the failures he has seen as accountants have embraced (or not) the cloud computing paradigm.

13.00 - 13.45Ben Lambert & Peter Whitehead CIMA & FujitsuApprenticeships in Accounting - Benefits to your Business

Ben Lambert and Peter Whitehead explore the benefits of Apprenticeships in the accounting world. Ben is a member of the UK Employer Relationship team, responsible for Account Managing the strategically important ‘Big 4’ Firms, The Government Finance Profession across Whitehall, as well as building relationships with a portfolio of national and multi-national employers.

14.00 - 14.45Eliza RawlingsCloud DirectCloud services are transforming UK business: an opportunity for accountants

With traditional IT unable to keep up with the pace of change required in a competitive and regulated business environment, Eliza reveals how cloud IT is driving productivity, agility and security within UK businesses. Join her session to find out how accountancy practices can capitalise on the new opportunities for growth that cloud IT generates.

15.00 - 15.45Iain CorriganOneE GroupProfessional Connections

Every good businessman knows that a client referral from a fellow professional is worth its weight in gold. OneE have built an extensive introducer base on the back of professional referrals.In this seminar OneE will share with you the key elements of building and encouraging introductions from professional firms, including how best to package your offerings and how to best analyse your local market.

16.00 - 16.45Andy SpencerAccordanceThe VAT implications of trading cross-border

The seminar will look at the VAT implications of doing business outside of the UK and how to recognise when issues will arise and what action needs to be taken in order to ensure compliance. The VAT environment in the EU is getting tougher with tax authorities looking to maximise revenue so it is essential that businesses take proactive action in order to minimise risk.

17.00 - 17.45Nicki StewartTVision Technology Ltd.How Microsoft entered Business Solutions and why they continue to develop 4 separate solutions

A history of how Microsoft entered the Business Solutions market, why they continue to develop 4 solutions and how potential customers can go about determining which Dynamics solution they should be evaluating. Since Microsoft’s acquisition of Navision, the Danish based ERP/finance software house, almost a default on every evaluation shortlist “I must include a Microsoft solution” Why must you? And which one should it be?

ACCOUNTANTS IN BUSINESS THEATRE

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> FRIDAY11.00 - 11.45Jennifer TragnerAlma Consulting Group UK Ltd.R&D Tax Relief: What’s in it for you?

Alma CG’s R&D Tax Director gives an introduction on the R&D Tax Relief as an available incentive to all companies, large or small, to increase their investment in R&D. Jennifer will talk through how and when a company can make a claim, describe all the available schemes and how they work, and review the common misconceptions with regards to what qualifies as R&D for tax purposes.

12.00 - 12.45Alex MacPhailrogenSiInfluencing with Elegance

The session will provide you with an understanding of the qualities and characteristics that effective influencers possess and a range of practical tips, techniques and strategies for building rapport, the foundation of influence, and for creating persuasive messages. You will learn how to be more confident when influencing at senior levels and have the opportunity to apply some of the core principles of influencing.

13.00 - 13.45Rob LambdenOnline50 LimitedExploiting The Cloud For Operational Efficiency

Can cloud computing really increase productivity and reduce costs? How are real world companies benefitting from using the cloud? What if the Internet fails? Studies abound that show very impressive cost savings for cloud computing, but many of these are not based on the same type of adoption that we see in most accountants and SME’s. Rob Lambden, cloud computing veteran, explains how to realise savings in the real world.

14.00 - 14.45Steve BerridgeAccess GroupBringing it together

Accuracy and access to real time information are vital for effective accountancy in today’s market. Resourcing capacity, financial statistics and HR information are often key focuses, but what are the real effects of managing data within a patchwork of non-integrated systems? This will discuss the effects of using islands of data and the benefits of bringing it together through BI and mobile to provide a holistic view of your information.

15.00 - 15.45Tanya BarmanCIMAThe Value Chain: Ethics and corporate governance considerations

Corporate conduct is in the spotlight more frequently around the world. How an organisation establishes its operating culture, as well as risk assessment, is critical to safeguarding both operations and reputation. Drawing from findings from a new CGMA publication, this session will highlight growing importance of addressing both ethical and governance issues in the value chain, the influence of leadership, and growing demands for transparency from wider society.

16.00 - 16.45Nicki StewartTVision Technology Ltd.How Microsoft entered Business Solutions and why they continue to develop 4 separate solutions

A history of how Microsoft entered the Business Solutions market, why they continue to develop 4 solutions and how potential customers can go about determining which Dynamics solution they should be evaluating. Since Microsoft’s acquisition of Navision, the Danish based ERP/finance software house, almost a default on every evaluation shortlist “I must include a Microsoft solution” Why must you? And which one should it be?


ACCOUNTANTS IN BUSINESS THEATRE

ABOUT THE SPONSORCIMA are proud to be sponsoring the Accountants in Buinsess Theatre and look forward to hearing our guest speakers present on a range of thought provoking topics. CIMA is committed to providing our students and members with the right skills to succeed in their careers as Chartered Management Accountants and to ensuring employers recognise the importance of these skills in driving business performance. CGMA is the global designation for management accountants.

It’s powered by the resources and expertise of AICPA and CIMA, two of the world’s leading accounting organisations, to elevate the profession of management accounting. CIMA’s research generates cutting-edge, high-calibre results that have immediate practical influence and value. This innovative research challenges and offers fresh perspectives on a range of topics that are of interest to CIMA members. The tools and reports aim to help the finance function become more influential in how the organisation is managed.


> THURSDAY11.00 - 11.45David WatsonHosted Accountants50 shades of RAID – The cloud and the risks for modern practice

David draws on years of experience of deploying CRM, practice management and compliance software in large accountancy firms. He provides an informal look at the data protection and disaster recovery aspects of hosted services and how these are changing the face of IT.

12.00 - 12.45Robert SchukaiThomson ReutersRETHINKING THE MODERN PRACTICE

With the proliferation of mobile technology and more ways of staying connected than ever before, the days of work-life balance have now become the pressures of work-life blur. More often than not, the first thing we do in the morning and the last thing we do at night is check our email, read a news story, or otherwise engage in activity that relates to our job. Robert Schukai takes a futuristic and innovative look at the accountancy practice of the future and shares his views on how mobile technology will impact on information professionals everywhere in a hyper-connected world.

13.00 - 13.45Kevin SalterDocusoftThe paperless office IS achievable – a practical guide to the tools that make it possible

Paperless…much more efficient, much more cost effective and much easier than you may think. This seminar highlights practical steps that ANY business of ANY type can take to reduce paper consumption dramatically through the use of document management and other software products.

14.00 - 14.45Emily Coltman & Kevin McCallumFreeAgentGrow, Simplify, Smile

The internet has changed accountancy. Clients are tech-savvy, expect real-time information and automation, but not at the expense of ease-of-use. There is an opportunity for practices to connect with these clients who traditionally have not sought accounting services. This seminar will illustrate the benefits for practices considering moving to the cloud or for those using the cloud who want to be more client-centric, and those looking to grow supported by market-leading technology.

15.00 - 15.45Steve CoxIRISLess number crunching, more advising. Closer client collaboration through the cloud

The role of the accountant has evolved from the ‘just a number cruncher’ to being a strategic business advisor. Technology started this shift and now the cloud is accelerating it further. This seminar will discuss how accountants can best utilise collaborative cloud solutions to free up more time for higher value, advisory work.

16.00 - 16.45Matthew ArmitageHosted Desktop UK10 things to consider when choosing a hosting provider

The accountancy sector is increasingly learning about the advantages of working in ‘the cloud’ and how this can benefit not only themselves but their clients too. Having taken the decision to move to a hosted platform how do you go about finding the best hosting services provider? Matthew will guide you through 10 of the most important questions you should ask any potential partner.

17.00 - 17.45David OwenLindenHouseStreamlining and Securing Client Communication

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

TECHNOLOGYTHEATRE

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> FRIDAY11.00 - 11.45Robert SchukaiThomson ReutersRETHINKING THE MODERN PRACTICE

With the proliferation of mobile technology and more ways of staying connected than ever before, the days of work-life balance have now become the pressures of work-life blur. More often than not, the first thing we do in the morning and the last thing we do at night is check our email, read a news story, or otherwise engage in activity that relates to our job. Robert Schukai takes a futuristic and innovative look at the accountancy practice of the future and shares his views on how mobile technology will impact on information professionals everywhere in a hyper-connected world.

12.00 - 12.45Andre KwakernaatWolters Kluwer “If I had asked my customers what they wanted, they would have said faster horses.” – Henry Ford

In today’s dynamic world; technology, software and usability demands move at an extremely fast pace. Ten years ago could we have predicted the explosion in the use of smartphones and tablets or the internet? It is one thing to follow change, another to lead it. With this in mind, André will explore the possibilities of applying today’s social media technologies to cloud accounting software. Utilising the latest technology with log files and timelines could have a number of game changing benefits for the practice of the future.

13.00 - 13.45Joseph BlassWorkplacelive.comDemystifying the Cloud - benefits for your business.

Accountants are now considering Cloud Computing as an IT solution for themselves and their customers; however there is much confusion given the variety of cloud services available and concerns, particularly regarding data security. Joseph will demonstrate the Cloud and clarify the terminology; addressing misconceptions and highlighting the significant benefits, including improved productivity, reduced costs and the ability to access all software and applications from any device, anywhere, anytime.

14.00 - 14.45Brendan WoodsOCREXUsing technology to improve practice efficiency

With rapid developments in technology, the capabilities of automatic, intelligent data capture tools have improved significantly. As a result, data entry from statements, invoices, receipts, credit notes, expense sheets and many other common document types may now finally be coming to an end. Recent developments in recognition technology, combined with artificial intelligence and data mining now provide automation of manual data entry and even automation in the analysis of that data.

15.00 - 15.45Philip ScanlonSystemHOST Ltd.Has the IT industry lost the plot?

Has the IT industry ever been so confusing? Meet Joe - he is the managing partner in an Accountancy practice. The IT systems are over 5 years old and in desperate need of a refresh. It’s Joe’s responsibility to recommend a solution that fits the organisation, but where does he start? Windows 8 will confuse his staff, what about Cloud, cyber security and governance etc.Hear how Joe gets on.

16.00 - 16.45Mark ShawIRISDispelling the myths of automatic enrolment | Increasing profit margins

With our proven experience of working with more than 700 clients who are already assessing more than 250,000 employees, we can advise you on how a cloud-based auto enrolment solution can help to increase revenue. See how easy it can, and should be, to automatically assess your client’s payroll, generate and send pension communications, and output the pension file at the touch of a button.


TECHNOLOGYTHEATRE

ABOUT THE SPONSORThomson Reuters is delighted to sponsor the Technology Theatre at Accountex 2014. 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.

Thomson Reuters provides the Digital 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.


ACCA THEATRE > THURSDAY11.00 - 11.45

Mike JosypenkoDirector for Special Projects, Institute of Export

Lesley BatchelorDirector General, Institute of Export

Alan BrackenInternational and Trade Business Manager,Barclay’s plc

Glenn CollinsHead of Technical Advisory, ACCA

Joanne FreemanDeputy Regional Director, UK Trade & Investment

Growing Business through Export

Do you have an export strategy? How would you find knowledge of the market? What would you need to research? Come and listen to a leading panel of experts in the area of export and take the opportunity to ask questions on how to help your business or those of your clients grow through export.

13.00 - 13.45

Andy DaviesProspect

Anita BrooksPractitioner

Yasmina Siadatan


Colin Hall Head of Working Capital & Trade Finance, Barclays Business Banking


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

14.30 - 15.30

Charles GubbinsHead of Faculty, Kaplan Hawksmere


Anita BrooksPractitioner

Richard DanielTechnical & Policy Adviser at HMRC

New UK GAAP - What it means for you

Are you ready New UK GAAP? What are the key changes? Do you know the options that are available? What is the impact on tax? Will credit ratings be impacted? Come and listen to a leading panel of experts, using practical examples, on how UK GAAP will impact your business and take the opportunity to ask questions on how you can prepare.

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ACCA THEATRE > FRIDAY* 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

Mike JosypenkoDirector for Special Projects, Institute of Export

Lesley BatchelorDirector General, Institute of Export

Alan BrackenInternational and Trade Business Manager,Barclay’s plc


Duncan Hamshere International Trade Adviser, UK Trade & Investment

Growing Business through Export

Do you have an export strategy? How would you find knowledge of the market? What would you need to research? Come and listen to a leading panel of experts in the area of export and take the opportunity to ask questions on how to help your business or those of your clients grow through export.

13.00 - 13.45

Andy DaviesProspect

John TiltmanPractitioner

Yasmina Siadatan


Colin Hall Head of Working Capital & Trade Finance, Barclays Business Banking


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

14.30 - 15.30

Charles GubbinsHead of Faculty, Kaplan Hawksmere


Nigel DaviesCharity Commission

John TiltmanPractitioner

New UK GAAP - What it means for you

Are you ready New UK GAAP? What are the key changes? Do you know the options that are available? What is the impact on tax? Will credit ratings be impacted? Come and listen to a leading panel of experts, using practical examples, on how UK GAAP will impact your business and take the opportunity to ask questions on how you can prepare.

ABOUT ACCAACCA (the Association of Chartered Certified Accountants) is the global body for professional accountants. We 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.

This year we are delighted to be hosting a theatre in which we will be holding 3 different debates on Growing Business Through Export, Alternative Finance Options and New UK GAAP - What it means for you. Founded in 1904, ACCA has consistently held unique core values: opportunity, diversity, innovation, integrity and accountability. We believe that accountants bring value to economies in all stages of development. Our values are aligned to the needs of employers in all sectors and we ensure that, through our qualifications, we prepare accountants for business. We seek to open up the profession to people of all backgrounds and remove artificial barriers, innovating our qualifications and their delivery to meet the diverse needs of trainee professionals and their employers.


AVN THEATRE > THURSDAY11.00 - 11.45Shaz NawazHow to use seminars to build an award winning practice

Like you, Shaz is an accountant in practice and he will be sharing his story of how his firm has used seminars to generate £000s in GRF alongside building credibility, authority and a reputation for being experts in their field. He will share how accountancy firms can use tried, tested and proven systems to win the type of clients that fit their profile to get more clients, fees and money.

12.00 - 12.45Steve PipeHow to become much more profitable by becoming much more proactive

This fast-paced session will reveal what “being proactive” really means. It will show 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 will explain how to easily turn your proactivity into new clients, extra fees and higher profits.... all without you having to do any selling whatsoever!

13.00 - 13.45Shane LukasY+42 = Your formula for more profit

In this session Shane will share with you the EXACT systems, strategies and tactics some of the UKs most successful accounting firms are using to get better results. You will discover practical ideas that you can implement in your accounting firm and generate more success, more clients and more profits. You will also discover the 9-step formula for building an awesome accounting firm.

14.00 - 14.45Mark WickershamThe 7 mistakes stopping you earning £200,000 annual profit

Mark will reveal the 7 biggest mistakes and how you can avoid them; and exactly what the UKs most successful firms are doing different so you can replicate their success. You will learn the strategies the most successful firms are using to build £1m practices. You will learn the most powerful marketing techniques for accountants. And you will discover the most powerful tool for recruiting an awesome team of people.

17.00 - 17.45Mark Wickersham, Steve Pipe and Shane LukasEverything you need to know to run a great accounting firm

This is a unique opportunity for you… a chance to ask your questions of 3 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.

15.00 - 15.45Steve PipeHow to get many more of your clients buying many 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.

16.00 - 16.45Guy RobinsonHow to build an awesome accounting firm

Here’s another true story you can learn from. Like you, Guy is an accountant in practice. Guy is a sole practitioner who thinks different. This session is for any accountant that wants to learn from one of the most successful accounting firms in the UK.

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AVN THEATRE > FRIDAY11.00 - 11.45Steven BriginshawHow a start-up practice can win clients with average fees of £3,310

Like you, Steven is an accountant in practice. And Steven will share with you his incredible story. So many start-up accounting firms make the BIG MISTAKE of not having a clear strategy. In this session you’ll hear how a start-up accounting firm does things differently and is getting very different (and better) results. This session is for any small accounting firm or any accountant thinking of setting up in practice.

12.00 - 12.45Shane LukasY+42 = Your formula for more profit

In this session Shane will share with you the EXACT systems, strategies and tactics some of the UKs most successful accounting firms are using to get better results. You will discover practical ideas that you can implement in your accounting firm and generate more success, more clients and more profits. You will also discover the 9-step formula for building an awesome accounting firm.

13.00 - 13.45Mark WickershamThe fastest way to double your profits

NEW ground-breaking research reveals the 7-step formula the UKs most profitable firms are following to get better results. In this fast-paced session, best-selling author Mark Wickersham FCA tells you exactly how you can use the 7-step formula. And when you follow this simple formula you will substantially increase your income in less than 90 days. Warning: This session is only for people who are serious about success.

14.00 - 14.45Steve PipeHow to generate many more referrals than ever before

This dynamic session will reveal how to turn your practice into a referral generating machine. Drawing on 2013 UK research it will explain in step-by-step detail what you need to say and do, and the referral systems you need to use, in order to win all the high quality and profitable new clients you want.

15.00 - 15.45Mark WickershamThe 7 biggest mistakes accountants unwittingly make with their pricing

Mark will reveal the 7 biggest mistakes and how you can avoid them; and exactly what the UKs most successful firms are doing different so you can replicate their success. You will learn the strategies the most successful firms are using to build £1m practices. You will learn the most powerful marketing techniques for accountants. And you will discover the most powerful tool for recruiting an awesome team of people.

16.00 - 16.45Mark Wickersham, Steve Pipe and Shane LukasEverything you need to know to run a great accounting firm

This is a unique opportunity for you… a chance to ask your questions of 3 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 AVNThis is the place for ambitious accountants. You’ll discover practical, powerful and proven strategies and systems for building a more successful and more profitable accounting firm.

Not only will you hear from some of the most respected speakers in the accounting profession, you’ll also hear real life stories from three different accountants in practice, doing extraordinary things, getting extraordinary results and willing to share their success secrets with you! And when you attend any of the AVN sessions you’ll get a suite of free resources to help you build a more successful and more profitable accounting firm, including the highly acclaimed, “The 7 Mistakes Stopping You Earning £200,000 Annual Profit.” You’ll also get the opportunity to register your place on our Improve Your Practice structured training programme… completely free.


EXACT THEATRE > THURSDAY11.00 - 11.45Howard JacksonFD SolutionsOvercoming barriers to growth in the SME market

Howard Jackson and Piers Denne will share their experiences and insights of how they and their team of Finance Directors have successfully helped SME businesses overcome barriers to growth and realised their full exit potential. They will share case studies of how SMEs have dealt with the challenges of raising capital, employee retention issues, the lack of credibility with banks, poor quality management information and forecasts.

12.00 - 12.45Jiten ModhwadiaExact Online UKGet the bigger picture of client financials… from up on the cloud

As SME’s grow their way out of recession, the value of accountant’s advice has never carried more weight. Unfortunately your advice is only as good as the visibility you have of your clients’ business finances. Jiten will discuss how the collaborative opportunities presented by cloud software can offer a truly holistic view of business financials and how data quality can make all the difference in the services you can deliver to your clients.

13.00 - 13.45Mark AppelCloud SolutionsHow can social media attract new business?

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

14.00 - 14.45Michael JacobsenEntrepreneur, producer and authorThe Business of Creativity

Looking at the realtionship from the SME’s pespective, Michael Jacobsen will share his experiences of how entrepreneurs and their business advisors can draw on creative inspiration to help execute better business plans, grow their businesses and develop appealing exit strategies. This workshop will provide valuable insight into what the SME wants from their accountant.

15.00 - 15.45Jonathan PearsonExact Online UKFrom zeros to heros - the number cruncher saves the day

Exact’s research shows that, cumulatively, UK businesses have failed to invoice for work to the tune of over £3.7 billion. A lack of robust operational processes and understanding of their company finances is at the root of the problem. This workshop will look the opportunities this offers accountants and identify actionable steps which can help clients address this issue.

16.00 - 16.45Claire PriestlyClarand AccountantsNotes on starting an accountancy practice

Clarand Accountants has completed it’s first year of business and in this presentation they will share their experiences and discuss what you can expect when starting your modern accountancy practice. Claire will also look at what they have done differently to the competition and offer tips on how, in their experience, you can get your practice off to the best possible start so you can focus on growing your business and standing out from the crowd.

17.00 - 17.45Lucy FoxExact Online UKWhat do SME’s demand from Accountants

As SMEs and their business model become increasingly digital, the demands on their accountants are changing to reflect the services and accessibility that business owners expect in this online world. In this interactive workshop Lucy will present the findings of a research project undertaken this year with 450 SMEs, exploring their relationship with their accountant, the services they expect and the benefits which can come from a close working relationship.

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EXACT THEATRE > FRIDAY11.00 - 11.45Claire PriestlyClarand AccountantsNotes on starting an accountancy practice

Clarand Accountants has completed it’s first year of business and this presentation will share their experiences and discuss what you can expect when starting your modern accountancy practice. Claire will also look at what they have done differently to the competition and offer tips on how, in their experience, you can get your practice off to the best possible start, so you can focus on growing your business and standing out from the crowd.

12.00 - 12.45Michael JacobsenEntrepreneur, producer and author.The Business of Creativity

Looking at the realtionship from the SME’s pespective, Michael Jacobsen will share his experiences of how entrepreneurs and their business advisors can draw on creative inspiration to help execute better business plans, grow their businesses and develop appealing exit strategies. This workshop will provide valuable insight into what the SME wants from their accountant.

13.00 - 13.45Michael DavisHW FisherAhead in the cloud – why accountants need to look online.

Only 14% of SMEs are using cloud accounting systems, despite the fact that 86% of accountants believe it is beneficial to do so. At the same time, more than 60% of accountants are not using cloud, even though it can help their clients. 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.

14.00 - 14.45Jiten ModhwadiaExact Online UKGet the bigger picture of client financials… from up on the cloud

As SME’s grow their way out of recession, the value of accountant’s advice has never carried more weight. Unfortunately your advice is only as good as the visibility you have of your clients’ business finances. Jiten will discuss how the collaborative opportunities presented by cloud software can offer a truly holistic view of business financials and how data quality can make all the difference in the services you can deliver to your clients.

15.00 - 15.45Howard JacksonFD SolutionsOvercoming barriers to growth in the SME market

Howard Jackson and Piers Denne will share their experiences and insights of how they and their team of Finance Directors have successfully helped SME businesses overcome barriers to growth and realised their full exit potential. They will share case studies of how SMEs have dealt with the challenges of raising capital, employee retention issues, the lack of credibility with banks, poor quality management information and forecasts.

16.00 - 16.45Jonathan PearsonExact Online UKFrom zeros to heros - the number cruncher saves the day

Exact’s research shows that, cumulatively, UK businesses have failed to invoice for work to the tune of over £3.7 billion. A lack of robust operational processes and understanding of their company finances is at the root of the problem. This workshop will look the opportunities this offers accountants and identify actionable steps which can help clients address this issue.


ABOUT EXACTExact is the Dutch market leader in online accounting. Over 130,000 companies use Exact Online - and counting. We’ve 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.

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. We call it Big Picture Business Software.


SAGE THEATRE > THURSDAY11.00 - 11.45Steve Vorley SageHow to move your practice online

At Sage we believe in choice. It is your choice how you run your practice, but we would like to support you. This talk focuses around the main benefits, barriers and triggers that accountants face when making the decision to move online or become a hybrid practice. If you’re thinking of moving online anytime soon, or setting up your own practice then this presentation is designed for you.

12.00 - 12.45David Rowan How technology can boost your practice - and why you can’t afford to ignore it

The internet is transforming every sector and the professions are not immune. By offering low-cost ways to connect people and automate tasks, software is changing client expectations of the accounting profession. WIRED editor David Rowan talks about the emerging technologies that will transform accountants’ relationships with their clients. He explains how accountants can add value and deliver enhanced trusted services to businesses - while overcoming inherent security and connectivity risks.

13.00 - 13.45Helen Hargreaves The Chartered Institute of Payroll Professionals (CIPP)The importance of planning early for automatic enrolment

With the majority of employers required to automatically enrol their employees into a workplace pension over the next two years, this session will highlight why and how employers need to prepare. It includes advice on why early planning is essential, and hints and tips on the pitfalls and how to avoid them.

14.00 - 14.45John StokdykThe future is sooner than you think

The future is already here, says AccountingWEB’s editor, and accountants need to adapt to the customer-focused, always-on nature of modern business life. This talk will identify the big technical, demographic and technological trends affecting the profession and offer a set of principles to help accountants negotiate the challenges ahead.

15.00 - 15.45Rebecca Woodley & Neil EsslemontPensions RegulatorAutomatic Enrolment - Overview of the Legislation

This session provides an overview of Automatic Enrolment Legislation from The Pensions Regulator. Find out the lessons learnt and the pitfalls to avoid in areas such as:- ‘Staging Dates’ - How ‘Workers’ are defined (it’s not just employees)- Helping your clients communicate with Workers- The Automatic Enrolment process - Handling Opt Outs.

16.00 - 16.45Chris Malkin SageNew UK GAAP

Accountants in practice and industry need to understand the implications of the transition to FRS 102 now in order to determine when and how they need to start preparing; waiting until preparing first year FRS 102 accounts may be too late. This seminar will discuss the opportunities as well as highlighting potential pitfalls of the journey through transition.

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SAGE THEATRE > FRIDAY11.00 - 11.45Mark Wickersham The 3 big trends in pricing that are transforming UK practices

“The accountancy profession is changing… FAST. Some firms will be left behind, whilst the most forward-thinking accountants will reap big rewards from change.Which one will you be? Best-selling author, Mark Wickersham FCA will share with you the results of the largest pricing survey carried out in the profession. During this session you will get a roadmap to follow that will ensure you also reap big rewards from these trends.”

12.00 - 12.45Andrew Jenner & Phil Shohet KATO ConsultancyThe Challenges of Practice Growth

The keys to unlocking future competitiveness are not hidden away beyond reach, but planning and innovation are important ingredients if a firm is to improve its overall performance. How partners can really focus their efforts, use all the available tools to counter price constraints, improve service quality, and maintain a thriving and healthy practice will be covered in this practically orient-ed look at the art of the possible.

13.00 - 13.45Professor Marcus du SautoyThe Uncrackable Code

Based on his best selling book The Music of the Primes, Marcus will explain how prime numbers are the key to securing all our online data and interactions from emails to internet commerce, from securing the data we store on the cloud to online banking. But can we be sure the codes are uncrackable?

14.00 - 14.45Richard Martin ACCACountdown to 2015 and new UK GAAP

From 1 January 2015 there will be a new UK accounting regime in operation – FRS102, the FRSSE and the micro company regulation. There will also soon have to be new company law. The seminar will touch on what needs to be done, the implementation issues that are coming up and latest developments.

15.00 - 15.45Steve VorleyNow you’re online, what’s next?

Everyone’s talking about online, but what if you are already there? What’s next in your journey? Let Sage guide you through the latest up-and-coming technology that can help take your practice to the cloud and beyond, with sneak previews & insight from the number one cloud provider for accountants.

16.00 - 16.45Jonathan Dowden SageThe role of Payroll in preparation and processing of auto enrolment

With auto enrolment looming large on the horizon for many small businesses the first person they will turn for help is their accountant.This session will show how accountants can deliver significant added value to their clients armed with an Automatic Enrolment solution embedded into their payroll software. Helping their clients understand, prepare and manage their new Automatic Enrolment responsibilities.


ABOUT SAGEWhen 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.

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.


INTUIT THEATRE > THURSDAY11.00 - 11.45Allister Frost

Social Marketing

Using examples from businesses, including his own experience, Allister examines what the digital world means for business. In an age where Twitter and Facebook have become world-conquering businesses in just a few years, Allister seeks to explain how businesses can keep up, and avoid falling for the hype. He will also examine how the move to incorporate digital as a means of communicating with customers requires a fundamental culture shift throughout an organisation.

12.00 - 12.45Nick Williams

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 the new QuickBooks Online, and support and services you can leverage to make the transition easier for you and your clients.

13.00 - 13.45Steve Pipe

The 3 things every practice must do to avoid failure, poverty and misery

This completely new tour-de-force keynote draws together all the strands of leading edge research to prove that change is inevitable and essential for every single practice. It gives you a realistic and achievable step-by-step action plan for making change happen and making change work. An action plan that will fundamentally improve the service your give, along with your reputation, produc-tivity, client base, fees, profits and cashflow while simultaneously demonstrating how to improve your overall work life balance.

14.00 - 14.45James Bellini

What do businesses really want from their accountants?

James Bellini has a distinguished track record as an analyst, writer and presenter. He specialises in future issues affecting business, with an emphasis on brand values and corporate reputation. After an early academic career in defence and military strategy, James was invited to become the first British member of the Hudson Institute - the US think tank. He then became Head of Political Studies at the Institute’s European division in Paris. James has served as Chair of a group of corporate communications companies under the umbrella of the ad agency Collett, Dickson & Pearce. He continues to sit on the European Advisory Board of the Global Future Forum.

15.00 - 15.45Intuit Account Managers

1:1 Intuit Clinics

Visit Intuit on stand A570 to reserve your space directly with Intuit Account managers. They will help you understand how to take your practice to the next level, including support we offer to your firm on how to transition your clients to the cloud, training your firms and clients, and marketing support to help you deliver better service and grow your practice.


1:1 Intuit Clinics



1:1 Intuit Clinics


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INTUIT THEATRE > FRIDAY11.00 - 11.45Nick Williams

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 the new QuickBooks Online, and support and services you can leverage to make the transition easier for you and your clients.

12.00 - 12.45Richard Sykes

Cloud & Technology - Refreshing the Way We Work

The Cloud delivers the capabilities of information technology in ways that liberate the professional accountant to work with more focus and more attention to their expertise and promises to remove much of the classic drudgery inherent in much of the accountancy’s work.

13.00 - 13.45Jude Johnson

The future of the profession

Intuit’s recent research, The Changing Role of Accountancy, reveals surprising gaps between technology adoption and expectation between small businesses and accountants.In addition, it has identified opportunities for accountancy professionals to broaden their service offering, increase revenues and act quickly to capitalise on the demands from small businesses.

14.00 - 14.45Facilitator: James Bellini Panel: UK Small Business OwnersWhat do businesses really want from their accountants?

What do small businesses really expect from their accountants? How do they approach new technologies? Do they take a more cautious view of their accountancy needs than of other areas of their business or do they expect to have the same level of availability, interaction and communication options as with every other area of their business? How do they find working with accountants? Do they view it as a strategic partnership or a transactional relationship? Our panel of small business owners discuss these questions with Oli.


1:1 Intuit Clinics



ABOUT INTUITIntuit 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.

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.

London_Q&A Employer Opportunity_A4.indd 1 27/03/2014 17:25

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Navigating your clients through succession planningPartner with a market leader with global deal-making expertise

Exceeding your clients’ expectations

Whatever your field of expertise, BCMS aims to complement your advisory role. You naturally want to help your clients achieve the best possible outcome when selling their business. Partnering with the global deal-making expertise of BCMS will make sure you don’t just retain your clients but have even better clients post sale.

BCMS is a market leader in the sale of larger SMEs, and has completed over 500 deals in the last decade. We have 240+ staff operating across five continents and unprecedented daily access to acquisitive organisations worldwide. Our teams are comprised of senior professionals in the fields of research, financial analysis and negotiation, so you can be certain your clients’ objectives will be securely delivered.

To find out more about working with BCMS please contact Andy Hunt, Commercial Director, on Tel: 01635 299 616 or email: [email protected]

www.bcmscorporate.com

Come and talk to a member of our team at STAND A510 to discuss partnering opportunities

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MAY 2014 ACCOUNTEX EXHIBITORS 55

Identity Assurance promises to fundamentally revolutionise the way that citizens, businesses and accountancy practitioners interact online with HMRC. Steve Checkley, Commercial Director of TaxCalc, takes a brief look.

IDENTITY ASSURANCE – WHAT PRACTITIONERS NEED TO KNOW

URL: www.taxcalc.com

EMAIL: [email protected]

PHONE: 0845 5190 882In February 2014, HMRC launched a private beta programme for the first in a line of new online services. This service, intended for UK employees, provides an online method for notifying HMRC that new benefits in kind are being received or existing ones surrendered. Run in parallel with existing postal and telephone services, employees will soon have a new method for ensuring that their tax codes are kept up to date.

Whilst this sounds like a fairly simple operation, it also introduces

a new method of verifying one’s online identity. Identity Assurance is an initiative spear-headed by the Government to enable online transactions to take place with an assurance that the person making the request is who they say they are. In other words, it aims to combat online fraud. Every citizen of the UK, business or agent (not just accountants, but lawyers, carers, those holding power of attorney etc.) will be required to validate their identity whenever they interact online with a Government service.

This may come as a surprise to you. You might also be surprised to learn that a similar beta is in progress with the DVLA that enables drivers and their insurers to view their driving licences. In fact, the Government has identified some 25 services that are being provided with

STAND A160

HOW DOES IT WORK?One of the key tenets of IDA is that an individual’s identity can be validated and authenticated as part of an online transaction. In doing so, the individual will be challenged using information about them only they will know.

However, the UK Government is reluctant to handle this personal data themselves. Private enterprises, such as the Post Office, PayPal and Experian, plus five others (at time of writing) have therefore been contracted to provide such a service. The intention is, that over time, this list will expand and offer people additional options for choosing their trusted identity provider (or IDP for short).

For agents, IDA will ultimately replace the Government Gateway, the portal that all accountants use to file their clients’ tax returns. The transition is currently expected to begin in April 2015, with at least one year’s grace for accountants to migrate to the new service.

To find out the latest information on Identity Assurance, you’re invited to attend the TaxCalc seminar, where we will discuss the latest developments in IDA and how to manage any impact that it will have upon firms and clients.

WHO ARE TAXCALC?With a 30-year heritage, TaxCalc is one of the UK’s leading providers of tax software to accountants, individuals and businesses. Today, the company supports over 5,000 firms with its comprehensive range of products, featuring fully integrated Practice Management, Accounts Production, Tax Return Production and Anti-Money Laundering Identity Checking. Do visit our stand, meet the team and see for yourself the passion behind our products!

digital counterparts. At this early stage, it seems that most will feature IDA.

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Cloud computing is revolutionising the way we use IT in business. The ‘cloud’ is essentially a buzzword for the internet, allowing a ‘hosting provider’ to store software applications and data on its own secure servers and making them available to clients over the internet. The ‘hosted desktop’ appears exactly as if it were running locally on your machine and it’s delivered in the same way, regardless of where you’re working. A hosted desktop is not tied to specific hardware, so

More than 4,000 users in over 300 accountancy, legal, and professional practices currently benefit from Hosted Desktop UK’s ‘office anywhere’ cloud solution. Find out how you could benefit from joining them…

it can be accessed 24 hours a day, 7 days a week.

Another key benefit is lower IT costs – HDUK’s clients report savings of around 50% over a three-year period – because being cloud-based reduces the need for

expensive hardware upgrades and software updates, and removes the sudden bills associated with breakdown call-outs. HDUK manages all of your business applications and data so you can focus on what you do best – growing a successful business.

At HDUK, we store your data in military-secure data centres in the UK, thereby ensuring full compliance with the Data Protection Act. Back-up and replication are part of the fixed monthly fee, so you can be confident

www.crowdcube.com

[email protected]

01392 241 319

STAND A134 ALTERNATIVE FINANCE GOES MAINSTREAM

As KPMG has acknowledged, equity crowdfunding is becoming increasingly popular, so it’s vital that forward-thinking finance professionals keep themselves up-to-date – not least because the UK is the world leader.

STAND A564

ACCOUNTEX MAY 2014EXHIBITORS56

that full disaster recovery and business continuity come as standard.

Come and visit us at stand A564 to speak to one of our team of experts and explore how cloud computing can benefit your business. We’re running a special show offer for all Accountex delegates – three months free hosted desktop when you request a quote within 14 days of the event. Anyone visiting our stand can also enter into our free prize draw with a chance to win a new iPad.

Win an iPad!

Want to

keep up-to-date

with us? Follow

us on Twitter:

@Crowdcube

THE OPPORTUNITIES FOR FINANCE PROFESSIONALSThe opportunities are two-fold as both investors and entrepreneurs often need support:

1. Investors are typically looking for advice on how to diversify their portfolio and maximise the generous tax breaks that business on Crowdcube offers. The vast majority offer EIS and/or SEIS, with tax breaks of up to 50%.

2. With entrepreneurs, the opportunities could be greater still, as they often need help with valuations, tax advice, financial forecasts, P&L and other supporting financial documents. Marketing companies have already put promotional packages together, so there’s no reason that finance companies can’t do the same. What could you offer innovative businesses to help their campaign be a success?

Equity is the next generation of crowdfunding and while it may be a young industry, it’s already transforming an outdated angel and venture capital market, by rewarding everyday investors with equity. Crowdcube’s members have

Crowdcube Ventures Limited is authorised and regulated by the Financial Conduct Authority (No.572026).

invested more than £19m in the last 18 months, making it the most successful platform in the world. But it’s about more than money; with equity crowdfunding, businesses get ready-made advocates and access to skills and experience that a bank will never provide.

COME AND MEET THE TEAMTo speak to the team behind Crowdcube and find out more about how you could be helping your clients, come and see us on stand A134. We’re also speaking at 12:00 in the How To Theatre on Friday.

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Visit us on stand A504 for a demo and to claim your FREE 1GB of IRIS OpenSpace storage with e-Approval.

Over 100,000 cloud subscribers and growing fast

Client effectivenessOnline bookkeepingDocument sharing & approvalWebsitesDigital payslips

IRIS offer an extensive integrated product portfolio available as services from the cloud, award-winning desktop solutions or a combination of both to suit your needs.

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iris.co.uk/cloud 0844 815 5555

Turn the Auto Enrolment iceberginto something more manageablewith Polestar Payroll.

Let’s face it, payroll has become more complicated and time consuming since RTI and it’s only going to get worse with Auto Enrolment.

businesses will face with implementing and managing Auto Enrolment on an on-going basis so have developed a service which reduces the impact this has on the business and helps to eliminate non-compliance and the high penalties it incurs. Polestar PayrollOutsourced Payroll & Auto Enrolment solutions for Accountants

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The

Visit us at Accountex on stand A122

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MAY 2014 ACCOUNTEX EXHIBITORS 61

Launched in 2001, Online50 has been in the cloud since before it was called the cloud. Rob Lambden, founder of Online50 and a cloud computing veteran, answers the four most popular questions for anyone considering the benefits of cloud computing.

FORECAST: INCREASINGLY CLOUDY WITH OUTSTANDING SERVICE TO ALL AREAS

What is the Cloud?

The cloud is now a very loose term and means different things to different people. While different groups compete to own the term, at it’s most fundamental level, using the cloud means using software and data that is remote from the user (as in not at the same physical location).

Is the cloud the best solution for everyone?

Not necessarily. Some solutions are inherently location based - such as building and access control systems, time and attendance soft-ware - and so for practical reasons, it’s best to run them onsite. Other systems, like epos systems for retail, would typically be run on the premises, although they may feed a business data repository, like an accounting system, that is hosted. You should look at what you need and decide what’s best for you. 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, and improved disaster recovery and business continuity.

Do you need superfast broadband to move to the cloud?

The capabilities of your internet connection can affect cloud based services. Different types of solutions need different connection capabilities. For example, web based applications need to download all components of each webpage. Interactive services, like hosted telephony or a hosted desktop typically need much less bandwidth, but need a more responsive connection. Unfortunately, Internet Service Providers (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. Where internet connections are unreliable, some services are more prone to disruption and so a model that allows the user to work locally on cached data is a good choice. For offices in areas without super fast broadband, hosted software is likely to provide a more efficient work experience.

Online50 are accredited to the international standard for information security – are people worried about security?

People ask about security and should be concerned about it, but in reality, it’s a box ticking exercise for most people. This is worrying, as users are not able to

STAND A250

Online50 provides a range of cloud services allowing you to move as much or as little of your IT into the cloud as you want to, whether you are a top ten firm or a sole practitioner. Best known as Sage 50 hosting specialists, since 2001 their outstanding customer service and industry leading 7-minute SLA have enabled accountants and their clients to take advantage of the Cloud with confidence.

distinguish between what different cloud vendors say and understand the implications for themselves. For example, one vendor might explain that they use military grade bombproof data centres. This is good news for customers who are concerned that armed terrorists might forcibly remove the physical devices that store their data, but for customers that are concerned about losing access to their data due to flooding, using an underground bunker in Berkshire is probably not a good choice. Most customers don’t carry out their own risk assessments and so rely on the spin they get from vendors. At Online50, we have chosen to be independently audited by an external body each year as a reassurance to our customers, so that they have more than just our word that we are operating a world class information security regime.

URL: www.online50.net and cloudsourced.it

LINKEDIN: www.linkedin.com/company/1433817

YOUTUBE: www.youtube.com/channel/UC8Y7FTjVP6gCWmiwHa7ZoAg


PHONE: 0800 195 0835 or 0207 536 7736

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Visit us on stand A214

Call us on 0117 329 1050

or email [email protected]

www.xledger.co.uk

IN A CLIENT’S BEST INTEREST

URL: www.stuart-rivers.co.uk


PHONE: 01423 567818

Changes in the Finance Act 2012 have introduced a layer of complexity and risk in the claiming of Capital Allowances for all parties involved in the property transaction. From April 2014, all expenditure that qualifies for Capital Allowances must be identified by the seller, but not necessarily claimed, before the transfer to a new owner. The significance is that the new owner cannot claim any allowances if this is not done, or not done correctly.

In addition, there must also be a record of agreement in a prescribed format that sets out the allowances claimed by the

Stuart Rivers is Managing Partner of Stuart Rivers Associates, Capital Allowance Consultants based in Harrogate. Here he explains more about Capital Allowances and how they affect your clients.

seller and the allowances that are passing to the buyer. Now more than ever, is the time for those professionals advising clients on property transactions to be fully aware of the new Capital Allowances fixtures rules.

The changes also mean that Capital Allowances must be dealt with at contract stage and, therefore, the completion and accuracy of replies to the Commercial Properties Enquiries form is crucial. Commercial property advisors are now unwittingly involved in a process that ultimately affects their clients’ tax position and should ensure

they have a thorough understanding of the relevant issues surrounding Capital Allowances, or seek advice from those who do know how to help protect their clients’ tax position.

Stuart Rivers Associates invests in long-term relationships with accountants for genuine added value and to support the true interests of clients. Want to be

STAND A124

better informed about Capital Allowances? Ask for a free consultation, or book yourself on to one of our workshops.

ACCOUNTEX MAY 2014EXHIBITORS62

STAND A214 BREAKING THROUGH THE CLOUD

The Cloud is now an accepted way to do business, from ordering stationery to online banking. But it’s more than just a new technology to deliver existing solutions – it also provides a means to deliver enhanced services and measurable value.

Xledger is an innovative and flexible cloud-based finance and business information system that also offers project accounting capabilities. The system has been

If you’re a partner in an accounting practice looking for a way to secure your business for the future, then introducing an online accounting system could be the answer.

created by a team that brings together years of experience in developing accounting systems and an understanding of customer requirements.

Technically, Xledger stands out from other solutions: it has been developed from the ground up using the latest internet technology. It’s fully scalable, being particularly optimisedfor larger companies. And importantly, it incorporates a number of features to take advantage of other internet services, offering a range of benefits for your accountancy business giving you new ways:

• To work collaboratively with your clients

• To retain customers for longer

• To give you a competitive edge

Offering big system capabilities for smaller businesses, it’s no wonder that over 5,000 customers have already made Xledger the leading system in Norway. Xledger is enabling accounting practices to grow more quickly than ever before.

HEAR FROM SOME XLEDGER PARTNERSRoger Eddowes, Partner at Chancery explains, “Chancery’s vision is to provide clients with more than a set of annual accounts and to support entrepreneurial business owners with products that will add value to their business. Now we can offer additional services to help streamline their business and accounting processes.”

Robert Marsden, director at Myers Clark says, “This is the way accountancy practices will work in the future. Enterprise Resource Planning (ERP) systems are too expensive for some firms to operate, however Xledger makes it affordable for any business.”

L-R: Stuart Rivers and Gary Wrench

Is your business being dragged

down by IT constraints?

Your Office Where You Are...WeWorkEverywhere delivers your personal desktop, systems and applications to everywhere and anywhere that you choose to work. Whether you work from the same desk every day or whether you work from multiple locations, simply log in from any device, on any PC, laptop, tablet or smart device with an internet connection and you can instantly and securely access all you need to carry on working productively.

The service is delivered by Northdoor plc who has 25 years experience delivering IT solutions and is powered by Microsoft’s world class Azure Platform along with Citrix to provide a premium user experience.

CONTACT USFor more information about WeWorkEverywhereVisit www.weworkeverywhere.comor call +44 (0)20 7448 8538or email [email protected]

See usat Stand

A80

Our aim is client satisfaction and flexibility. We are happy to deal with you or, if requested, your clients – the choice is yours.

Please feel free to visit us on stand A80 next to the Tax Theatre to discuss your current or future requirements.

Azure Group, Belize is a licensed trust and corporate service provider operating from various offices worldwide.

We provide a comprehensive global company and trust service including formation, management and administration. Our staff comprise highly experienced qualified professionals from around the world, including the UK.

We can assist, if required, with accounting, tax and statutory compliance.

[email protected]

With over 20 years of experience in providing international company and trust solutions for a worldwide client base, Azure can assist your clients meet their international needs. Our services are tailored to each client individually to meet his/her needs.

Our services are in demand from experienced professional UK accountants and their selected clients, including non-UK domiciled clients.

We also service the high demand for both UK and overseas company formations by non-UK resident clients.

OFFSHORE COMPANIES - COMPREHENSIVE GLOBAL CORPORATE AND TRUST SERVICES

We do innovativeInternet Marketing.

Using Search Engine Optimisation, Web Design and Paid Search Marketing.

And we know how to help accountants.Come find us on Stand A276 to find out about our proven track record.

01293 265370 // www.rocketmill.co.uk

400 of our accountancy clients have used cloud services to help transform their businesses. Now they’re more agile, productive and even competing with the big guns.

Accountants’ roles are as diverse as the rate of change is fast. You might be a finance specialist, a risk manager, board member, regulator, auditor or advisor. Whatever your role, Cloud Direct services can make it better and easier for you.

Packaged for your business, we can give you:

1. Peace of mind - our ISO 27001 certification means your data/your customer data is secure

2. Top level back-up and business continuity for all your IT networks and data

3. Your own virtualised office in the cloud, including hosted desktop/telephony

“It’s just so intuitive. Its simplicity and price are the main factors for recommending it.” --Tim Carney, AIMS

Our solutions integrate with all accountancy packages, including:

CCH: Production, Central, Cortax and iXBRL Quickbooks Sage: 50, P11D, Payroll Sun Systems Agresso (ERP) Alpha Tax Exchequer Enterprise

www.clouddirect.net 0800 0789 437

Why choose Cloud Direct?

“I would certainly recommend them to any company looking for a totally reliable backup or disaster recovery solution.” – Steve Pickering, practice manager, McParland Williams

Our award-winning teams can manage all your cloud services under one roof, so you can have one bill and one point of contact. We practice best practice. Our customers trust us; 40% of our new customers come from referrals. Our gold Investors in People accreditation shows that we look after our people as much as our customers.

Oh, and we’re available 24/7.

Who else wants to know IT’s secret to high growth in an accountancy practice?

Please join us

Do you want to find out more about how cloud services are transforming the UK accountancy business? We’d be delighted if you came to hear Eliza Rawlings, our MD, at the CIMA Theatre - please see the seminar listings/website for details.

Come say hello: we’re at stand A24, right next to the CIMA Theatre.

Or, if you fancy a quick coffee , please contact Eliza at [email protected] or on phone 0800 0789 437.

Innovative New Outsourcing Service helps Firms Boost Profits

Come and visit us at stand A120 for more informationThe dreaded brown bag, bursting at the seams with print-outs of bank statements and receipts, is rarely a pleasurable sight for accountants.Although SME work is extremely important for accountancy firms, the time spent sifting through bags of documents (plus constant calls and emails to clarify various matters) does not represent a profitable use of time.

The outsourcing option has regularly been used by many of the top 10 accounting firms, who have the scale to manage these arrangements. But for the smaller firms, confidence and trust in dealing with a remote partner, not to mention the logistics of scanning and dispatching paperwork, have always been a stumbling block.

Now, thanks to the new SmartOutsourcing service from Edin burgh-based Alcore Global So-lutions, a professional ‘brown bag’ scanning and pro cessing service is at last available to the smaller firms - we believe it will dramatically improve your fee recovery.

Alcore, with its iXBRL approved back office, cur-rently offers a range of services to UK accountancy practices. These include, year-end accounts, VAT, personal & corporate tax tax returns and monthly management accounts.

Alcore offers a full, professional service, from ini-tial project meetings at your offices, through to providing secure workflow and ongoing support.

Services Alcore Typical Pricing Indicative Pricing Market Example (ex VAT) (ex VAT)

Personal Tax Rtn £60.00 £160.00

Corporate Tax Rtn £100.00 £200.00

Company VAT Rtn £120.00 QTR £600.00 QTR

Company Year £120.00 £975.00End Accounts

Alcore will also guarantee to turn the work around within five days. This is a genuinely innovative service which can solve many problems and bring huge benefits to the ac-countancy profession, delivering better returns and saving you time in a single stroke.

For more information and to find out how we can help, please contact us on:

0131 240 1297email: [email protected]

Edinburgh Management Team: Ben McLeish, Hayley Milne, Michael Gilmartin and Rob Jackson

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

Support in your professional developmentAs a member of either body you will be supported in maintaining your professional knowledge, to enable you to keep up to date with all developments in the tax system in the areas in which you practice. This includes a monthly magazine, an annotated copy of the annual Finance Act, opportunities to attend regular conferences and discounts on a range of publications and courses.

A family of tax professionalsMembership of the two bodies also offers the chance to take part in technical and social activities across the UK and internationally in our 37 branches, as well as a counselling service to assist members experiencing difficulties.

A voice in tax policy-makingWe are regular and valued consultees of Government. As a member you will have an opportunity to contribute to consultation responses, proactively feed in suggestions for improvements to the tax system and potentially to join one of our technical committees.

BE A TAX

The Association of Taxation Technicians (ATT)

ATT is the oldest and largest professional body for those providing tax compliance services and related activities in the UK. It represents one of the world’s highly-respected taxation qualifications and symbolizes your technical excellence and professionalism.

WWW.ATT.ORG.UK

WWW.TAX.ORG.UK

The Chartered Institute of Taxation (CIOT)

The CIOT is the leading professional body in the United Kingdom concerned solely with taxation, with more than 17,000 members (CTAs). It represents a broad spectrum of tax professionals, from accountancy to lawyers to academics, with members in the Treasury and HMRC and both Houses of Parliament.

PROFESSIONAL

With PracticePro, which is designed for accountancy practices of all sizes, you can access state of the art cloud-based software solutions that will enable you to dramatically increase profitability, cut down time spent on mind-numbing, time-consuming tasks and shine in your clients’ eyes. PracticePro’s sophisticated software kit includes a comprehensive range of solutions; here we look at just a handful of the tools on offer.

PracticePro’s flagship brand is Virtual FD Pro. It enables you to create successful, long-term business plans for any number of clients – and all manageable in one zone. By embedding Virtual FD Pro, you can help your clients to achieve their goals and fulfil their potential, making you indispensable - part Financial Director, part Mentor.

PracticePro’s BizValuation is an innovative piece of software designed to calculate the Guide Price Value of any business. This user-friendly tool enables you to produce a professional valuation report in a fraction of the time usually associated with such a herculean task. Price PlannerPro is an invaluable asset to any accounting professional and can save an unbelievable amount of time. It enables you to calculate clients’ fees in advance, making them predictable and accurate and in our cost conscious times, clients want to know exactly what they are getting and how much they are paying.

Price PlannerPro helps you to identify specifically what is important to each individual client, so that you can create a bespoke service at the outset and provide them with a detailed and smart looking report showing a breakdown of where the money has been spent.

So, with PracticePro, you can ramp up your technology in order to increase your own profitability, which then has a positive ripple effect on your clients’ businesses.

But the good news doesn’t end there; you’ll love the pricing structure. Becoming a

valued PracticePro Member gives you a range of subscription options; pay as you go, a special £1 per month trial period lasting a generous six months, and a range of comprehensive packages priced from £99 per month.

Becoming a PracticePro member means being part of an inclusive, supportive

and interactive community. It engages fully with its members, providing a forum

page which enables you to communicate with your peers and gives you regular updates on new

software solutions available. In addition, our news content will help keep you up to speed with what is going on in the industry.

Overall, PracticePro can help to transform not only your business, but your whole lifestyle. It’s a dramatic claim, but freeing up more of your time helps you to recalibrate your life, restoring balance and harmony across the board.

Visit us at stanD a20 Email: [email protected]

Twitter: @PracticeProPhone: 0871 789 0580

www.practicepro.co.uk

Keeping abreast of technology can be a full time job. but looKing the other way can result in your competitors stealing the march; there is another way

ADDING VALUE TO YOUR PRACTICE

Bstar Business Advisorywww.bstar.uk.com

VIBA – Value Improvement Benchmarking Advice

VIBA is an integrated advice process, which enables accountancy firms to increase the level, and range, of advisory work, that they are able to deliver, whilst at the same time, enabling them to secure the financial future of their clients.

If you have been wanting to increase the level of business advisory services that you offer your client base, then the Bstar programme is just the programme, you have been looking for.

• You may not have the time to develop to introducing such a programme

• Your junior partners or managers may not have the skills or confidence to deliver a programme to their clients

• You may not have the tools to deliver such a programme

But you know you have to change to retain your clients.

Let Bstar join you on the path to being the Trusted Advisor.Bstar has global recognition as being the leading developer of

value – adding materials, tools, patented business valuation

tool, programs and our benchmarking information.

As well as Bstar, the team are able to deliver the UK’s leading

CRM tool for accountants – Symphony CRM. Developed for

the accountancy market, it has been developed for the digital

environment. It can be used on any device, anywhere at any

time. CRM will be at the heart of digital initiatives for years to

come, so it is essential that all firms are able to capture, utilise

and analyse data as easily as possible.

ONE STOP SHOP

ADVANTAGES FOR YOU• Reliable and scalable service provider• Improve your margins by up to 50%• Innovative web portal and a unique transition tool i.e. Client

Specification Builder (CSB)• Quicker TAT with proven system• Variety of outsourcing models as per your requirement

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

Contact: Sunil Goel (CEO): 0790 851 7014, Sagar Ahuja (AVP) : 0794 912 7112

[email protected] 0800 097 4145 www.sandmartin.com

STAND A172SandMartin is one of the longest established accounts outsourcing services provider, servicing Proprietorship to top 20 Accounting Firms in the UK with a team of 160+ employees.

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

FOR ALL OUTSOURCING NEEDS OF ACCOUNTING FIRMS

Special Free Test Case Offer (up to 15 hrs) For ACCOUNTEX - 2014 Delegates

OUTSOURCING EXPERTSWHAT OURCLIENTS HAVE TO SAY!

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

Anthony Boronte BRAL Ltd., Blick Rothenberg

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

Jessica Pillow Pillow May Ltd.

Your clients need YOU!

Auto enrolment is taking place now and your clients will be looking to you for guidance.

Contact us today to discuss how we can help you, to help your clients.

0845 056 9765 or 0203 371 5221

[email protected]

www.friendly-pensions.com

Friendly Pensions Ltd, 25 Canada Square, Canary Wharf, London E14 5LQ.

Are you ready?Don’t take the blame when your clients miss their staging dates, provide a level of service that goes beyond their expectations and enjoy high customer retention.

As a specialist workplace pension provider focused exclusively on this sector, can you think of anyone better placed to help?

J2614_friendly pensions_ACCA_Mag Ad_Final_HRES.indd 1 03/02/2014 11:35

Brixx Professional is a financial modeling tool designed for accounting and

finance professionals. Our intuitive approach to model building allows you

to quickly create a flexible simulation of any business. Brixx automatically

generates reports, making it easy to analyse different scenarios and make

informed business decisions.

Create financial plans for any scale of business.

Financial Modeling Software

+44 (0)1491 845 450 [email protected] www.brixx.com

Visit us for a demo on stand: A566

Vequity Intelligence LLP is a specialist share and asset valuation firm focused on providing an expert approach to the valuation of shares, private companies, intangible assets and all forms of intellectual property for fiscal and commercial purposes.

DISCOVER THE VALUE OF SPECIALIST KNOWLEDGE

We offer the breadth of valuation services you would expect from a specialist advisory firm in a quick, efficient and cost effective manner. We work with a diverse range of clients and their professional advisers, throughout the

UK, across all business sectors. Indeed, much of our work is referred to us by professional advisers from firms with no in-house valuation expertise seeking specialist help, a second opinion or where a conflict of interest may exist. We do not undertake any compliance work and are therefore of no threat to the client base of the firms we work with.

STAND A164

Working with Vequity Intelligence can deliver the following benefits:

• Delivery of expert insight into share and asset valuation knowledge in a cost effective manner.

• Retention of existing clients by adding value to longstanding client relationships.

• Addition of new clients by increasing service offering capabilities.

Also, we are a vital resource to many practitioners by providing:

• A dedicated team providing news and advice on regulatory and technical changes impacting valuation work.

• A technical enquiry service to answer valuation specific questions and offer initial opinions.

Come and visit us at stand A164 for a greater insight into our work and to learn how we can add value with our specialist share and asset valuation knowledge.

Vequity Intelligence LLP

www.vequityintelligence.co.uk

[email protected]

020 7129 1158

EXPERT

INSIGHT INTO

SHARE AND ASSET

VALUATION

KNOWLEDGE

FreeAgent Central Limited · Registered in Scotland No. SC316774 at 40 Torphichen Street, Edinburgh, Scotland, UK EH3 8JB · Subject to Terms of Service · See website for details

Accounting that’s simple for clients to understand

Accounting where clients keep accurate records

Accounting where everyone sees the same data

Accounting which warns you of client mistakes

Accounting in real-time

Accounting for today’s practice.

See us at Accountex on stand #A200.

or call

0800 025 3900

Find out more at freeagent.com/accountants

ACCOUNTEX MAY 2014SUPPORTERS82

ICAEW is a world leader of the accountancy and finance profession. Founded in 1880, we are a professional membership organisation supporting over 138,000 chartered accountants around the world. Our role is to protect, develop and advance the global accountancy and

The Institute of Financial Accountants (IFA) is an internationally recognised professional accountancy membership body, whose members work for small and medium-sized enterprises (SMEs), or who run or work in small and medium-sized accounting practices (SMPs) that advise SMEs. We support over 8,000 members and students in more than 80

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

ICAEW

IFA

ACCA

finance profession. We provide qualifications and professional development.

Our chartered accountants are internationally recognised as some of the world’s top finance professionals. They work at the highest levels of business, across all industry sectors around the world, and are relied on to provide advice and leadership to the organisations

countries with a programme of professional qualifications and education, as well as resources, events, training and seminars.

At the IFA, we put small and medium enterprises (SMEs) first, recognising their role as vital wealth-creators, as employers to more than half of the UK’s private sector workforce and as the power behind vibrant urban and rural communities. We hold the interests of small and medium practices (SMPs) in the accounting

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 154,000 members and 432,000 students

they work for. They support individuals, organisations and communities to help create long-term economic and social value.

We believe in acting responsibly, in the best interests of our members and the general public. We behave with integrity, creating effective partnerships with organisations and communities worldwide to

profession in equal regard.

The IFA is a full member of the International Federation of Accountants (IFAC), the global accounting standard-setter and regulator. We have also been formallyrecognised as an awarding organisation by Ofqual, the UK public body responsible for maintaining and monitoring standards for general and vocational qualifications and

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

ensure the highest professional, technical and ethical standards.Because of us, people can do business with confidence.

examinations, underlining the quality of our work and the integrity of our qualifications.

We are also recognised by HM Treasury to regulate our members for the purposes of the Money Laundering Regulations 2007.

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.

OUR SUPPORTERS

AccountingWEB is delighted to partner with Accountex in 2014. Since 1996, AccountingWEB

Financial Management is a leading global business magazine and app delivering the latest thinking on major business and finance issues.

ACCOUNTINGWEB

FM MAGAZINE

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 and

Featuring exclusive interviews with industry leaders including Sir Terry Leahy, Lord Browne and Sir Richard Branson in the past year alone, and profiling the world’s most successful organisations, FM delivers the opinions, ideas and

support each other. We’ve seen thousands of complex technical issues and broader management conundrums solved by peer to peer discussion

strategies that can help take your business to the next level. Brought to you by CIMA (the Chartered Institute of Management Accountants), FM is now available in a monthly free-to-download tablet app.

between our members. We look forward to seeing you at the show.

Simply search‘CIMA FM’ in the Apple App Store, Google Play or Amazon to download.

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MAY 2014 ACCOUNTEX SUPPORTERS 83

Accountex returns and following such a positive response from our members, CIMA are once again proud to support the show. CIMA

CIMA members are always looking for ways to gain insight in this fast paced and evolving profession where staying ahead of the game can be a costly and time consuming exercise. The Accountex show provides the opportunity to

network with over 3,000 accountancy professionals under one roof and gives delegates the chance to hear from leading speakers on a wide range of topics related to current and future trends within the industry.

BASDA is the Business Applications Software Developers’ Association, a not-for-profit, self-fundingmembership organisation representing the leading suppliers of specialist business software. Although based in the UK,

The ICPA is a professional organisation run by Accountants

Certified Public Accountants Association (CPAA) is proud to support Accountex. The CPAA is a professional accountancy body whose members are primarily in public practice. Our aim is to help, support train and regulate accountants in public practice.

BASDA

ICPA

CPAA

membership is available to developers/suppliers and partners from anywhere in the world who have an interest in the UK market. Members come together to share knowledge and expertise, and to represent the sector’s interests with UK and EU government bodies. These aims are achieved through specialist interest groups covering

in Practice for all accountants in practice, whatever their institute membership or if qualified by experience. ICPA have set in motion a range of benefits from

The Certified Public Accountants Association (CPAA) takes great pride in the stringent professional standards we require from our members. This goes a long way to helping to keep our ideals and principles of quality work and service high. Our origins go back to 1989 and the objects of the Association are to offer a British version of the worldwide respected

such topics as Cloud Awareness, eBusiness, Public Sector and Green IT, as well as areas more specific to the types of business software provided by our members such as HR & Payroll, and Financials. BASDA is recognised as the voice of the industry by many central government departments, and is uniquely placed to interpret legal

£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!

CPA qualification in the UK. CPAA members have a client base exceeding 300,000. Whatever type and size of business our members offer a wide range of services, visit the website for more details. The CPAA value your membership and strive to provide you with the best possible service in a friendly, helpful and dedicated manner.Further information is available on

and regulatory change to members, and to lobby government on behalf of its members. For more information visit www.basda.org

Continuing Professional Devel-opment (CPD) is the term used to describe the commitment to lifelong learning in the workplace. There are no fixed or standard

We’re proud to support Accountex in helping small and medium accountancy practices to grow and keep up with innovations and

THE CPD CERTIFICATION SERVICE

AIA

approaches, combining different methodologies to learning, ideas, training techniques, best practice, news and information in order for an individual to invest in their

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

professional knowledge. It’s 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

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.

objectives, from external delegate-based activities to internal training needs. Call us on 0208 840 4383 for a more detailed conversation.

our website at www.acpa.org.uk or by e-mail to [email protected]

Accountants worldwide are loving what B1G1 enables them to do. Many will tell you it has helped to

B1G1 literally transform their firms by giving them a much greater sense of purpose in their business and by connecting them more fully. Connecting them to who they are as people, connecting them more

deeply to their teams and, most importantly, by connecting them much more fully and deeply to their clients. Put in the simplest of forms, B1G1 helps accountants change lives.

When commercial

properties were being

bought and sold it

used to be possible

to be vague with

information about

Capital Allowances.

Revision Needed?

NOWBEFORE

It’s important to learn about the

significant due diligence requirements

of the new Fixtures rules. Share the

burden and collaborate with specialist

Capital Allowance partners.

...and avoid

the new Capital

Allowance pitfalls

Accountants...

Join us today at stand A124 near the CIMA Theatre and enter our competition to win a 21 year old single malt special edition whisky as well as one of Harrogate’s World renowned Betty’s Tearooms hampers!

from April 2014

Capital Allowances - A Professional Approach

Stuart Rivers Associates, Talisman House, North Park Road, Harrogate HG1 5PD

T: 01423 567818

www.stuart-rivers.co.uk

ACCOUNTINGWEB’S PRESS ZONE ACCOUNTANCY

MEETS LAWWe look forward to welcoming AccountingWEB members to our media lounge to chat to our Editor John Stokdyk, as well as the rest of the AccountingWEB editorial team about the latest news in the profession. If you’re not already a member, be sure to visit us and we’ll get you signed up.

We want to hear your views and your opinions; about what you’ve seen or heard at the show, or

For the first time ever, The Prysm Group is bringing together an exclusive networking area for accountants and solicitors to meet one another, enjoy a glass of complimentary Champagne* and discuss synergistic topics across these two great professions.

Sponsored by TaxCalc, ‘The Hub’ is the first national platform designed with this sole purpose in mind and will be located between Accountex and its new sister event Legalex, the UK’s only national exhibition and conference for solicitors and legal professionals.

In the Hub, you will be able to enjoy access to a full bar with a range of refreshing drinks to choose from and stay informed about the up-to-the-second news from both Accountex and Legalex with live Twitter feeds running on TV screens around The Hub. Reap the benefits of participating in ad hoc meetings with the Legalex delegates and exhibitors. These are professionals who are attending the exhibition because they are thought leaders, experts, senior partners and ambitious legal professionals with a profound knowledge of their respective disciplines. They will be there to discuss how they can help you, and vice-versa.

*Complimentary Champagne is limited.

Come and meet the AccountingWEB team Time to start pulling together, rather than apart!

about any wider issues affecting the profession. We’ll be reporting live on the latest developments and any new or innovative ideas we spot at the show.

Whilst there, you can also pop next door to our main stand, where we’ll be showcasing the site, and you’ll be able to meet the publishing team to discuss ways of reaching and engaging the accounting profession.

AccountingWEB.co.uk is the largest independent online community for accounting and finance professionals in the UK, providing award-winning content and online engagement between members in a true community environment.

THEHUBVISIT A210

SPONSORED BY

0845 345 3300 [email protected] www.theaccessgroup.com

Is your business software forcing you to have unintentional workouts? Do you find yourself repeating these exercises on a daily or weekly basis?

Get in shape with an Access Business Workout - and let your software do all the hard graft.

Get your business in shape the easy way. Talk to Access about our award-winning software solutions on

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

54%64%47%

HurdlingThe Heavyweight AdminThe Multiple System Contest

An event for Project Managers who need to

overcome multiple hurdles to ensure all receipts

and timesheets get to the right department at

the right time. Hitting a hurdle could leave a

large gap in your company’s finances.

Manual timesheets here. Spreadsheets there.

Plus several bespoke solutions and a few

programs still in ‘demo’ mode. Spending your

time wrestling with these is never time well-

spent.

No-one’s impressed if you miss your targets

from picking up too much admin work. Rather

than shaping up, admin can leave your

business looking out of shape.

placed reporting and KPI monitoring in their top three expected features from finance software.

want better access toreal-time information.

of businesses struggle to capture project time and costs accurately.

KEY STATISTICS

Speak to us for all of your business and private insurance needs on:

T: 0117 906 5000 E: [email protected] W: www.lockton.com

Lockton Companies LLP is authorised and regulated by the Financial Conduct Authority. A Lloyd’s Broker.

“Millions saw the apple fall, but Newton asked why.”Bernard Baruch

LocktonAsk why we are different.

ACCOUNTEX MAY 2014EXHIBITOR LISTINGS88

EXHIBITOR LISTINGS2020 Innovations LimitedStand number A554 2020 Innovations is a leading organisation helping progressive accountants and tax profession-als worldwide. We recognise that firms need to improve their marketing and efficiencies and embrace new technology.0121 314 2020www.the2020group.com

AccountingWEB Press ZoneStand number A210 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 you’ve seen or heard at the show, or about any wider issues affecting the profession.0117 314 2829www.accountingweb.co.uk

Abbey Tax ProtectionStand number A384Abbey Tax is a leading provider to the accountancy profession from Tax Investigations Insurance to Capital Allowances Surveying. We are dedicated to providing firms with additional income streams, that will also help protect client relationships. Talk to our team for the latest offers available!0845 223 2727www.abbeytax.co.uk

ABBYYStand number A650ABBYY software solutions help accounting and finance depart-ments operate more efficiently by optimising the Purchase-to-Pay process. Whether invoices arrive as paper or PDF attachments, you can automate the entire process, implementing approval workflows, exception handling & connection to the ERP.+44 118 965 7640www.ABBYY.com

Access GroupStand number A306 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 3300www.theaccessgroup.com

AccountancyStand number A492Accountancy is the only inde-pendent source of information and insight for the accountancy profession, specialising in technical analysis, comment and news on key technical issues facing accountants. For breaking news, www.accountancylive.com has just been relaunched on a dynamic new platform.0844 561 8166www.accountancylive.com

AccountingWEB.co.ukStand number A212AccountingWEB.co.uk is the largest independent online com-munity for accounting and finance professionals in the UK - providing award-winning content and online engagement between members in a true community environment. Our readers are both accountants in practice and business.+44 117 915 3344www.accountingweb.co.uk

Acorah Software Products (TaxCalc)Stand number A160With a 30 year heritage, TaxCalc has been providing tens of thou-sands 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 882www.taxcalc.com

Added Value Solutions LtdStand number A154AVN: 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 money- so everyone wins. Find out more and other huge profit building oppor-tunities for accountants at stands A154 and A300844 414 3192www.avn.co.uk

Added Value Solutions LtdStand number A304AVN: 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 money - so everyone wins. Find out more and other huge profit building oppor-tunities for accountants at stands A154 and A300844 414 3192www.avn.co.uk

Alcore Global SolutionsStand number A120With most of the top 10 firms already outsourcing to improve fee recovery, we have introduced our SmartOutsourcing service, which allows smaller Accounting Firms to benefit from the same reduced costs and efficiencies, but without requiring the scale to manage these arrangements. 0131 240 1297www.alcoreglobalsolutions.com

Alma CGStand number A130Alma 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 7808 7063 www.almacg.co.uk

AML250 Tax NetworkStand number A530AML250 provide knowledge and analysis to accountants and tax professionals, to ensure that mem-ber firms keep pace with the ever changing landscape of tax law and practice. We provide detailed analysis of the very latest tax plan-ning strategies available and the providers of those strategies.08450040250www.aml250.com

Association of Chartered Certified AccountantsStand number A110We support over 75,000 members and students across England, Scot-land and Wales and 38 regional members’ networks, one district society and six sector specific networks. Find out more about us and how we are working with local employers, government and influencers to support members, communities... 0207 059 5000 www.accaglobal.com/uk/en.html

Association of International Accountants (AIA)Stand number A552AIA is an international body for professional accountants. We create world class accountants; through offering high-standard, relevant and innovative qualifi-cations, and providing first-class, tailored services for our members around the world.0191 493 0277www.aiaworldwide.com

Association of Taxation TechniciansStand number A192 Studying for the Association of Taxation Technicians (ATT) examinations provides a thor-ough understanding of the UK tax system. The ATT qualification equips you to offer tax advice and services and assist a cross-section of clients from businesses to the self-employed sole traders, across industry, 020 7340 0551

Azure International ServicesStand number A80Azure Group, Belize is a fully li-censed trust and corporate service provider with offices worldwide. We provide a full global com-pany and trust service including formation, management and administration. Our staff are highly experienced qualified professionals from around the world,including the UK07738 878106www.azureinternationalservic-es.com

BancPayStand number A606 BancPay is an intelligent cloud invoicing service that reduces your administration costs and manages cash flow for all types of business-es. BancPay handles many kinds of invoices; paper, PDF, scanned images, web form and electronic. Join and send your invoices for free with BancPay.01753 778715www.mybancpay.com

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MAY 2014 ACCOUNTEX EXHIBITOR LISTINGS 89

BankstreamStand number A356 Bankstream electronically provides secure, reliable and accurate client transaction data direct from banks to accountants - every day. Our software saves time by automati-cally coding transactions, quickly producing reports and integrating with other software packages. Bankstream, it’s about time.0800 500 3084www.bankstream.co.uk

BCMS Corporate LtdStand number A510BCMS is the UK market lead-er 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.01635299616www.bcmscorporate.com

BCR AssociatesStand number A254 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 addi-tional revenue stream into their practice whilst offering real added value to clients0844 824 3838www.bcrassociates.co.uk

Big Red CloudStand number A539Simple online accounts. Big Red Cloud accounting software is built to save small businesses and their accountants time preparing ac-counts so you can focus on more important issues. Over 30,000 businesses and accountants across the UK & Ireland use Big Red Cloud software to prepare their accounts.01619 268 822www.bigredcloud.co.uk

Bloomsbury ProfessionalStand number A176Bloomsbury Professional specialises in publishing high-quality tax and accountancy information that’s easy to find your way around and at a price you can afford. From online services and eBooks to traditional books, newsletters and journals, we have something to meet your information needs.01444 416119www.bloomsburyprofessional.com

Bridge Newland LtdStand number A60Bridge Newland are Insolvency Practitioners with a family set-up whose focus is to provide a personal approach to Business Recovery & Insolvency.01788 544 544 www.bridgenewland.com

BrixxStand number A566Brixx for business can easily create a financial model of your business, allowing you to simulate the real-world choices and situations it may face. It delivers an intimate understanding of how each deci-sion can impact an organisation, quickly and over time.01491 845450www.brixx.com

Business WealthStand number A136We are a Coaching, Training and Consulting company with a 10 year track record delivering proven, practical business growth advice to Business Owners to gen-erate Profits. We offer our Content and Programs to Accountants al-lowing them to add value and new revenue streams to their existing practices. 01869 278900www.BusinessWealth.com

C3 Tax Stand number A174 C3 Tax is a boutique tax consul-tancy of experienced tax advisors which specializes in devising, de-veloping and implementing inno-vative tax planning and mitigation for successful owner managed businesses, wealthy individuals and large corporate entities.0113 827 2172www.c3tax.com

Callcredit Information GroupStand number A608 Online Anti-Money Laundering checks and Identity verification• Reduce the threat of false

documents• Enable instant face-to-face or

remote decision making• Helping you meet the official

Money Laundering Regula-tions

• ID verification available for 135 countries worldwide

0113 220 1616www.callcredit.co.uk/account-ants

CaseWare UKStand number A410 The leading supplier of financial reporting and paperless audit solutions to accountants in 130 countries. Solutions include ac-counts production with automated iXBRL, specialist templates, mercia disclosure checklists, IFRS accounts production, corporation tax, time and billing and cloud solutions.01622 355200www.caseware.co.uk

Catax SolutionsStand number A310 Catax Solutions is the Capital Allowances specialist, carrying out retrospective, current and new build capital allowances claims. We are the Capital Allowances affinity partner to ICAEW and have recently been appointed the Law Society’s endorsed partner; proving advice and support to profession-als.0300 303 1903www.cataxsolutions.com

Certified Public Accountants AssociationStand number A354 The CPAA - Educating and sup-porting accountants worldwide. The Association is at the forefront of representing the accountant engaged in public practice both in the UK and overseas with regard to government and regulatory bodies.0161 834 5998www.acpa.org.uk

CIMA Stand number A40 CIMA is the world’s largest and leading professional body of man-agement accountants. Our mission is to help people and businesses to succeed in the public and private sectors. We have more than 218,000 members and students operating in 177 countries. 0207 6635441www.cimaglobal.com CIOTStand number A192The 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 0550www.tax.org.uk

Cityjobs.comStand number L202CityJobs.com is a specialist job site for finance professionals, offering jobs for all levels of experience and across all financial sectors includ-ing Banking, Accounting, Finance, Legal, Insurance, IT and Sales & Marketing.0844 561 0027www.cityjobs.com

The Chartered Institute of Payroll Professionals (CIPP)Stand number A22The Chartered Institute of Payroll Professionals (CIPP) is the only Chartered association for payroll professionals in the UK. Our education portfolio has been developed to ensure that we are providing the most relevant train-ing in the market. Our policy and research team are represented at government consultation forums in relation to payroll and pensions. We also offer compliance health checks in payroll processes and procedures to ensure that you are complying with legislation.0121 712 1000www.cipp.org.uk

Clear Books ProStand number A350 Clear Books Pro provides cloud services to support sole practition-ers and start-up accountants. A unique hub of integrated online tools means that accountants can access everything they need, allowing you to pick and choose the right services to suit you.08448 160 616www.clearbookspro.com

Click2IgniteStand number A10Tailor-made Social Media Solutions for Proactive AccountantsIf you’re serious about growth in the next 12 months and want to learn some of the trade secrets that makes social media such a simple and valuable tool for Accountants, visit Stand A10/A12 for a chat to see how we can help you.01242 583772www.click2Ignite.co.uk

Cloud Base Software UK Ltd Stand number A14 CloudBase Software UK are offer-ing practice management solutions for all size of accounting practices in UK. Our flagship SAAS products are PracticeConnect, a practice management software, and, Ac-countConnect, a client portal for sharing data with their clients.020 8434 3692www.cloudbaseuk.co

Cloud DirectStand number A24Cloud Direct is a multi-award win-ning, independent Cloud Services Brokerage (CSB). We give busi-nesses easy and secure access to cloud services for increased agility, productivity and competitiveness.0800 0789 437www.clouddirect.net


CloudServerPlus - Key Computer ApplicationsStand number A50Many 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

Creditsafe Business SolutionsStand number A246At Creditsafe we pride ourselves on making your life easier and therefore offer a professional yet easy to use product range that allows the whole of your company to work towards an environment free from the threat of bad debt. 0800 0778759www.creditsafeuk.com

CrowdcubeStand number A13401392 241 319www.crowdcube.com

CrunchboardsStand number A330 CrunchBoards is fast, effortless Financial Intelligence. A Xero add-on for Accountants & Businesses. If Xero’s the cake, we’re the frosting! Boards are totally flexible & highly collaborative with sophis-ticated permissions rights, analysis, monitoring, forecasting, cash-flow, scenarios & alerts.+44 (0)1273 447601 www.crunchboards.com

CustomerSureStand number A330 CustomerSure is cloud software, backed up by expert advice, that’s focused exclusively on helping you make sure clients are completely satisfied. Use it to gain actionable feedback, trustworthy reviews and loyal clients.0800 97 88 454www.customersure.com

DeputyStand number A330 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 DEPUTYwww.deputy.com

DictateNowStand number A292DictateNow is the largest tran-scription outsourcing company in the UK. We provide a no obligation tran-scription and document produc-tion service to accountancy firms, lawyers, MPs and FTSE250 firms. DictateNow has ISO27001 accred-itation and is registered with the ICO for data protection.0845 6017726www.dictatenow.com

digitalenergy LtdStand number A568 digitalenergy Energy management software provides applications for reducing energy costs and consumption in buildings. As an Energy Management System it collects energy data and uses it for three main purposes: Reporting, Monitoring and Engagement - en-abling efficient Management and Operation.08450039087www.digitalenergy.org.uk

DNS AssociatesStand number A126 DNS Associates is a firm of Char-tered Management Accountants and Business Advisers regulated by the CIMA. For the last 8 years DNS have focused on the key issues facing by contractors and start-up businesses 02089036330 www.dnsassociates.co.uk

DNT Chartered AccountantsStand number A562 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 ProvinceÃ¢â‚¬â„¢s leading independent Firms of Chartered Accountants.028 90 32 00 39 www.dntca.com

Docusoft Ltd.Stand number A480DocuSoft provide leading-edge document management solu-tions mainly to Accountants and Insolvency Practitioners. Our ICAEW accredited solution delivers significant benefits - we aim to improve efficiency, enhance com-pliance, and save time and money. Docusoft uses industry standard architecture to provide an ‘Out-of-the-Box’ solution for a central store of all documentation. 01276 482 855 www.docusoft.net

Doshi Accountants (S) Pvt LtdStand number A52We specialise in UK Accounting & Tax. Last year we prepared over 8000 Business Accounts ; over 35,000 Tax Returns & prepared payroll for over 30,000 individu-als. Prepare working files to your exact specifications.Experienced in all major UK Accounting & Tax software.Reduce your costs by 60%-70%.0845-331-2549www.daspl.com

DrPete Inc Ltd - Google, Microsoft & IT Strategy SolutionsStand number A496DrPete Inc is an IT specialist and leading provider of Google Apps, Microsoft Office 365, Salesforce.com, Amazon, and other cloud solutions. Our team incorporates consultants with a ‘big four’ back-ground providing independent strategic advice, and help finance directors make radical cost savings.0207 871 5022www.drpete.co.uk

DTracks LimitedStand number A386 DataTracks is a global leader in preparation of financial statements in XBRL & iXBRL for filing with regulators. The XBRL professionals of DataTracks have the exper-tise 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 AccountingStand number A256An online accounting system used by over 70,000 companies and ac-countants 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 471www.e-conomic.co.uk

EFG Independent Financial Advisers Stand number A146 At EFG Independent Financial Ad-visers, we are dedicated to helping our clients achieve their long-term financial goals. We help our cli-ents turn their personal objectives into sound financial strategies.0121 200 2255www.efg-ifa.com

EuroSite PowerStand number A568EuroSite Power is a provider of an innovative capital finance solution that once implemented results in significant economic and opera-tional benefits. 0844 693 2848www.eurositepower.co.uk

ExactStand number A374Exact is the Dutch market leader in online accounting. Over 130,000 companies use Exact Online - and counting. We’ve been around for 30 years, employ 1,800 people across 16 countries worldwide, and specialise in providing ac-countants and SMEs with software that works as hard as they do.+44 (0)800 052 5689www.exactonline.co.uk

Fair Care Employee Benefits LimitedStand number A12Fair Care has helped over 1000 corporate clients with employ-ee retention and motivation by providing simple but effective employee benefit solutions.0800 652 4745www.faircare.co.uk

FathomStand number A330Fathom is a management reporting and financial analysis tool which helps you to assess business performance, monitor trends and identify improvement opportunities. Fathom is perfect for accountants who are seeking to deliver more frequent and more engaging advisory and manage-ment reporting services.+61 7 33332239www.fathomhq.com

Fee Solutions LimitedStand number A542Fee Solutions provides a simple low cost monthly repayment op-tion for Clients to spread the cost of their Fees, all at no cost to the Practice. Via the secure web portal, all Practices get their own portal which gives instant decisions and instant document production.0845 689 0166www.feesolutions.co.uk

FeeboosterStand number A550Feebooster specialise in arranging quality, qualified appointments for accountants with prospective new clients. Simply specify the type and size of the companies you wish us to target, review our tailored da-tabase and our highly experienced team will secure appointments on a day of your choosing.01582 476444www.feebooster.com

Financial Driver LtdStand number A102Financial Driver is a modern planning application that replaces spreadsheets for collecting and consolidating budgets, forecasts and reporting actual results.0800 0193 898www.financialdriver.com

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FloatStand number A330Float is a cloud-based, easy to use cash flow planning and manage-ment tool, helping business own-ers plan for the future and react to the present. Float integrates seamlessly with Xero and tracks your cash, actual transactions and budgets, so that cash position and forecasts are always up to date. www.floatapp.com

FM MagazineStand number A18Financial Management is a leading global business magazine and app delivering the latest thinking on major business and finance issues. Featuring exclusive interviews with industry leaders.www.fm-magazine.com

FreeAgent Stand number A200 FreeAgent is award-winning online bookkeeping and accounting specifically designed for small businesses and freelancers.0131 447 0011www.freeagent.com

Friendly Pensions Stand number A390Friendly Pensions is a full service workplace pension provider with an uncompromising focus on pro-viding market leading service levels and high growth pension solutions with a particular focus towards socially responsible investments.0845 056 8585www.friendly-pensions.com

GAAPweb Stand number A681GAAPweb is the UK’s leading job site for finance and accountancy professionals, with over 135,000 unique users per month. With roles from Part Qualified Account-ants through to Finance Directors, GAAPweb offers job opportunities throughout your career. www.GAAPweb.com

Gbooks LtdStand number A514 Gbooks is a cloud-based tax and accounts system for accountants. It provides all the tools you need to produce individual, partner-ship and company tax returns, incorporated and non-incorporat-ed accounts, VAT Returns, record time and produce invoices. It’s all online, so no discs or downloads - ever! 0845 094 7799www.gbooks.co.uk

H M Revenue & CustomsStand number A290 HMRC have a team of Agent Account Managers (AAMs) whose role is to help tax agents and advisers deal with the department more effectively. The AAM service includes offering an Issue Reso-lution service for client-specific problems, providing speakers for agent-led events and a range of learning mate www.hmrc.gov.uk

Halo FinancialStand number A610 We are a leading UK foreign exchange brokerage, offering a comprehensive range of fx ser-vices. We specialise in managing currency risk by offering hedging strategies and best execution in numerous sectors such as account-ing, international trade, financial and migration. We are authorised by the FCA.+44 20 7350 5470www.halofinancial.com/ac-countex

Hosted AccountantsStand number A512Hosted 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 desk-top service is used by 1000+ users across 110+ practices in the UK i0800 440 2282www.hostedaccountants.co.uk

Hosted Desktop UK LimitedStand number A564Hosted Desktop UK provides cloud computing services to accountants across the UK. Our team have over 25 years’ experience in the ac-countancy sector and in excess of 2000 users in over 300 accountan-cy, legal, and professional practices currently benefit from our “office anywhere” cloud solution020 3239 6181www.hosteddesktopuk.co.uk

ICAEWStand number A604ICAEW is a world leader of the accountancy and finance profes-sion. +44 (0)1908 248 250www.icaew.com

ICPA LimitedStand number A546 The ICPA is a professional or-ganisation run by Accountants in Practice for ALL Accountants in Practice whatever their Institute membership or indeed if they are qualified by experience.We offer a huge range of over 30 membership benefits targeted at the small accountancy practice.0800 074 2896www.icpa.org.uk

Institute of Financial AccountantsStand number A170 The Institute of Financial Account-ants (IFA) is an internationally recognised professional account-ancy 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 458080www.ifa.org.uk

INTUIT LTDStand number A570 Intuit provides accounting software and services for small businesses, helping them get to grips with their finances, keep good records and become more efficient. Intuit is the global market leader in small business accounting software with 4.5 million active QuickBooks customers worldwide.020 7824 0000www.Intuit.co.uk

IRIS Stand number A504 IRIS provides business critical software and services to the UK accountancy sector. For 30 years IRIS have provided the leading compliance solutions in the sector and also offer an expanding range of applications delivered as a service from the cloud, giving our customers choice and flexibility.0844 815 5555www.iris.co.uk

KashFlow Stand number A400 KashFlow is award-winning online accounting software, designed for small business owners. It simplifies bookkeeping, invoicing and keep-ing track of accounts and, with its integration into IRIS Accounts Production, accountants become the business advisor - rather than the number cruncher.0800 848 8301www.kashflow.com

Kefron accountsIQStand number A495 Kefron & accountsIQ have teamed up to provide a new breed of accounting software with fully in-tegrated Accounts Payable invoice scanning and data capture that allows SMEs manage their entire accounting processes using the Internet without requiring their own IT infrastructure.+44 1 8928 88425www.accountsiq.com

Kefron accountsIQStand number A495 Kefron & accountsIQ have teamed up to provide a new breed of accounting software with fully integrated Accounts Payable in-voice scanning and data capture to allow SMEs to manage their entire accounting processes using the Internet without requiring their own IT infrastructure.0203 696 1620 www.kefron.com

Keytime Objective LtdStand number A242Keytime are independent software developers who started making software for accountants in 1989, including tax, corporation tax, final accounts, and payroll and practice management software. All of our software development is done from our office in Oldham, where we’ve been based since 1989.0161 484 3500www.keytime.co.uk

Lindenhouse Software LtdStand number A560 Affordable document manage-ment & 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 165www.virtualcabinet.co.uk

Lockton Companies LLP Stand number A132 Specialist Insurance Broker, recog-nised “Professions” centre of ex-cellence with a hugely experienced and professionally qualified team. Endorsements by such bodies as ACCA, SWAT, Chartergroup and UK200 Group underlines our commitment to excellence and the Accountancy sector.0117 906 5000www.lockton.com

Mark Lloydbottom ConsultingStand number A16Mark Lloydbottom’s range of practice management training programmes WILL enable you to grow your top and bottom lines. GUARANTEED. Our DVD and CD training programmes DEEPER and DEFINING EDGE and Staff Training DVDs will help you power up your practice. Come and see Paul Dunn’s latest DVD programme.07767 872278www.marklloydbottom.com


Mattioli Woods plcStand number A556 Mattioli Woods plc is one of the UK’s leading providers of pension consultancy and wealth man-agement services, advising over 5,000 clients throughout the UK and with assets under advice and administration in excess of £3.2 billion.0116 2408700www.mattioli-woods.com

McAlister & CoStand number A240McAlister & Co - Insolvency Practi-tioners - Specialists in Business and Personal Turnaround, Recovery, Liquidation, Bankruptcy and Insol-vency. We offer a comprehensive range of services and have the resources to handle conflict work with other insolvency practitioners.0800 046 8297www.mcalisterco.co.uk Mercia Group LtdStand number A513We are established providers of client publications and market-ing solutions for accountancy firms. We have been providing high-quality client communication for over 25 years and have a true understanding of the needs of accountants in practice.Come and visit us on stand A513 0116 258 1200www.mercia-group.co.uk

MoneypennyStand number A670 As the UK’s leading Telephone Answering & Outsourced Switch-board Service, Moneypenny delivers extraordinary Reception-ists, and more recently innovative voice recognition technology, to meet a practice’s requirements of cutting costs whilst maintaining high service levels.0333 202 1005www.moneypenny.co.uk

Moneytree Wealth Management Ltd Stand number A104 Moneytree Wealth Management provides bespoke, innovative and robust Corporate and Personal Financial Planning solutions and Wealth Management services.We work with SMEs to produce Benefit solutions closely aligned with corporate objectives and compliant with legislative require-ments.01244-470-107www.moneytreewm.co.uk

MyFirmsAppStand number A630 Join us on stand A360 to see the very latest Accountants App. See how Apps are changing the way firms engage current customers & attract new ones. Become an early adopter of App technology in the accountancy profession and enjoy rapid ROI Or register for a free App demo online at www.myfirmsap.co.uk0800 803 0826www.myfirmsapp.co.uk

MyPAYE LTDStand number A330 MyPAYE cloud payroll - Free to join partner program for account-ants and payroll bureau’s wishing to run own branded payroll with client collaboration.Simple to use with CIS, HR and RTI function-ality built in. We also integrates to many of the leading online accounting packages. 0845 643 5191www.mypaye.co.uk

Nikec SolutionsStand number A305 Delivering Solutions to Enhance Business Efficiency.Nikec Solutions is a global player, with expertise in information and document workflow. We provide independent advice and solutions that enhance clients efficiency, reduce costs and improve bottom lines.+44 (0) 20 7621 2350www.nikecsolutions.com

Nomisma SolutionStand number A126A cloud based accounting solution which takes away every account-ing stress and gives a comprehen-sive solution for book keeping.

Access your accounts anytime, an-ywhere. Fully dedicated plus cloud hosted solution. HMRC Integrated.Free Unlimited Technical Support. 02089036330www.nomismasolution.co.uk

NOW: PensionsStand number L311 NOW: Pensions is an independent, multi-employer trust serving thou-sands 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 22www.nowpensions.com

OCREXStand number A412 OCRex develops OCR software products. Our bank reconcilita-tion product AutoRec, automates the process of performing bank and accounts preparation from scanned images of paper bank and credit card statements. is tailor made to address specific business pains for accounting practices. +44 20 3393 3058www.ocrex.com

OneE Group Limited Stand number A274Boutique Tax Consultancy offering consulting and fiduciary services. OneE Group specialise in advising clients alongside their accountants and professional advisers. Areas of expertise include Profit Extraction for Corporate and SMEs and Prop-erty and Estate Planning for high net worth individuals.01204 559914www.oneegroup.com

Online50 LimitedStand number A250Whether you want to move all your practice or business into the Cloud, or need a powerful plat-form to cloud enable traditional desktop applications, Online50 Limited is your ideal business partner.0207 536 7736www.online50.net

Optegra FinancialStand number A540 “Being Different Is Good, Being Better Is Key.”OptegraMRP creates a detailed reporting pack from ANY Sage data in Excel in under 30 seconds. It’s the only fully automated Sage reporting pack available on the market - and there’s no install and no complicated set-up.02380438533www.optegra-financial.co.uk

Payment ExpressStand number A330 Payment Express is a high-growth innovative global leader in pay-ment technology.Our service gives a Xero users’ customer a way to pay invoices - instantly, freeing up cashflow and easing workload.Come and talk to us on the Xero stand to learn more about our innovative payment services.0203 176 5551www.paymentexpress.co.uk

PaySuiteStand number A330 PaySuite is the number one cloud payroll solution, allowing you to work wherever your business takes you. PaySuite will calculate the PAYE and NI, and file your RTI file with HMRC. Ideal for Accountants; earn a margin on your clients-sub-scription and grow your business.01628 526304www.paysuite.co.uk

Pegasus SoftwareStand number A484 Pegasus Software has been one of the leading suppliers of account-ing, business & payroll software for over 30 years. Award-winning Opera 3 is a complete business solution that can be fully inte-grated throughout your entire organisation, eliminating the need to run separate systems.0800 919 704www.pegasus.co.uk

Pioneer Business SystemsStand number A406 Pioneer Business Systems provide business telephone systems with features to increase sales, improve performance and gain the compet-itive edge. • Great savings on calls and

line rental • Award winning service from

UK team• Valuable features: call report-

ing, call recording, on-hold market

0845 034 4514www.pioneercomms.co.uk

Platinum Portfolio BuilderStand number A680Platinum Portfolio Builder (PPB) builds and manages property portfolios for people who want to invest in property, but who don’t have the time, knowledge or incli-nation to do it themselves. PPB offers market-leading returns to clients who are unhappy with the uncertainty typically associated 01226 732606www.platinumportfoliobuilder.co.uk

Polestar Payroll LtdStand number A122Polestar Payroll specialises in pro-viding 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 974100www.polestarpayroll.co.uk

Practice TrackStand number A513We are established providers of client publications and market-ing solutions for accountancy firms. We have been providing high-quality client communication for over 25 years and have a true understanding of the needs of accountants in practice.0117 932 7812www.practicetrack.co.uk

PracticePro Stand number A20 PracticePro provides accountants with state of the art cloud based software solutions to dramatically increase profitability and eliminate time consuming tasks.0871 789 0580www.practicepro.co.uk

Premiere CapitalStand number A514Premiere Capital is an alternative investment company specialising in film finance and venture capital investment. Over recent years, we have assisted in the raising of several hundred million pounds through various finance structures including our innovative rights trading business Sovereign.01273 766399 www.premierecapital.co.uk

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Premium Credit Stand number A482Premium Credit is the No 1 Premium Finance Company in the UK and Ireland. 01372 746073www.premiumcredit.co.uk

ProfitSeeStand number A330KPIs, Scenarios, Smart Budgeting, Dashboards, and more give you powerful, instant insights that expand your services, strengthen clients, and save time. ProfitSee is much more than just financial reporting. Easily provide high-level consultative services to your small and mid-sized business clients.0855-243-8250www.MyProfitSee.com

Prosell Learning Ltd Stand number A216 How good is your firm at business development?• Are you targeting the right

customers?• Can you spot future, profita-

ble clients?• Do you add value to your

service?• Are your middle managers

& teams comfortable with sales?

Talk to Prosell today about improv-ing the sales performance020 8755 5380www.prosell.com

Qtac Solutions LtdStand number A532 For nearly 20 years Qtac has pro-vided innovative payroll solutions and is at the forefront in the devel-opment of Real Time Information (RTI) HMRC recognised software. Our Auto Enrolment module is fully featured. Our speciality is Bu-reau software for the accountancy & payroll professions.01179353500www.qtac.co.uk

Qubic Tax Stand number A270 Qubic Tax is a national firm of tax specialists, with offices in London (the Gherkin) and the North, which provides specialist tax planning solutions to a range of clients across the UK. Incorpo-rated in January 2008, Qubic are a member firm of the ICAEW, and an accredited Investors in People firm.0207 2839555 www.qubictax.com

ReadSoftStand number A42ReadSoft 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 compet-itors. Therefore if you’re looking to automate AP processes or other document-intensive processes talk to ReadSoft01908688000www.readsoft.co.uk

Receipt BankStand number A330 Receipt Bank works with 1,000+ firms of accountants and book-keepers to help them improve their service and improve their margins.Our award-winning service enables you to collect your clients’ receipts and invoices, extract the data and publish it to accounting software. All with no data entry!0207 096 0552 www.receipt-bank.com

RIFT Capital AllowancesStand number A114If you’re a commercial property owner paying UK tax and haven’t claimed all your capital allowanc-es, you’ve paid too much. RIFT’s experienced specialist surveyors can value the capital allowances hidden in your property to reduce your future tax bills, or increase the sale value of your property. 01233 653002www.riftcapitalallowances.com

RIFT Research and DevelopmentStand number A112R&D tax credits can substantially reduce your tax bill, or give you a cash injection if you’re not currently in profit. You may not think your business qualifies, but if you’re spending time solving prob-lems and it’s not obvious how to achieve the result you’re looking for, talk to RIFT R&D. 01233 653002www.riftresearch.com

RocketMill Stand number A276RocketMill are a digital marketing agency with a young energetic team of digital experts that love working with SME’s. We work with clients across different indus-tries on a wide variety of internet marketing projects.01293 265 370www.rocketmill.co.uk

Rocketspark - Beautifully simple websitesStand number A330Rocketspark is a website maker that is super easy to use. Its not only simple, it will guide you towards best practice design so that your website looks profession-al and reflects the quality of your business. If that’s still too much work Rocketspark can design your website for you. 0207 193 3441 www.rocketspark.com

Rosetta Tax LLPStand number A534 We are a boutique tax specialist law firm, providing ‘City’ quality yet cost-effective tax advice.We can help you to provide expert advice to your clients on VAT, corporate tax, stamp duty, em-ployment taxes, for transactions, consultancy or dispute resolution.020 3587 7800www.rosettatax.com

Sage Accountants’ DivisionStand number A444 With over 30 years-experience, and a strong emphasis on soft-ware development and support, we focus on supporting account-ants in practice and their clients, by providing a wide range of prod-ucts and services that help in the day-to-day running of a successful business. 0845 111 1111www.sage-exchange.com

SandMartin Outsourcing ExpertsStand number A172SandMartin is one of the longest established Outsourcing service provider to UK Accounting firms with offices in New Delhi/Noida and Mumbai, India, with a team of 160 plus employees. We are an ex-tension of a successful accounting firm operating in India.0800 097 4145www.sandmartin.com

SAPPHIRE INFO SOLUTIONS (P) LTDStand number A144We 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 consider-able expertise in bookkeeping, accounting, taxation and in SAGE, IRIS etc. 0203 551 8570 www.sapphireinfo.net

Secure Virtual Office Stand number A382If you want to look after your Clients, manage prospects ef-fectively and build your business then come talk to us about our performance enhancing solutions. We are launching a unique new Practice Management Suite at Accountex. Reduce costs and improve performance. Be sure to visit us on Stand A3820845 130 6063 www.securevirtualoffice.com

simPRO SoftwareStand number A330simPRO Software provides Job Management Software for the Trade Service industry.0800 622 6376 www.simpro.co.uk

Spendgate LimitedStand number A142We help small and medium sized businesses reduce the time and ef-fort involved in chasing customers for payment and approving suppli-er invoices. We provide easy to use software that you can connect to your existing accounting software to automate your credit control and invoice approval processes. 0845 519 4050www.spendgate.com

Spotlight Reporting LimitedStand number A330 Spotlight Reporting provides 4 business intelligence reporting tools for accountants to share with clients. Create visual Board reports, dashboards, forecasts and multi-org consolidations for great-er clarity and trusted advisor fees.Optimised for Xero, 100% cloud - and used by the best firms!064 4 499 5770www.spotlightreporting.com

Stuart Rivers AssociatesStand number A124National Capital Allowances con-sultants generating improved tax savings for commercial property owners. We provide retrospec-tive claim valuations on historic expenditure, tax planning for future expenditure on new build properties and improvements, and assist during property sales and purchases.01423 567818www.stuart-rivers.co.uk

SWAT UKStand number A165Recently awarded Training Provider of the Year at the British Accountancy Awards, SWAT UK offers a wide range of account-ancy training and CPD - available online and in venues nationwide. We also provide file reviews, com-pliance support and publications to help you comply with the latest regulations.0845 450 5555www.swat.co.uk

Symphony – APSStand number A106We engage professional service firms who are frustrated that tech-nology is not delivering what they expected. Others are confused about what technology should be capable of delivering. We focus of delivering solutions that provide high levels of Automation, Integra-tion and Collaboration.0207 246 9990www.aps-at.com

Syscap Ltd Stand number A380 Syscap are a national independ-ent provider of tailored finance solutions to the Professions. We have over 20 years’ experience in supporting practices and business-es in their pursuit of future growth by providing a host of specialist finance solutions.0208 254 1975www.syscap-icaew.com


SystemHOSTStand number A404Syscap are a national independ-ent provider of tailored finance solutions to the Professions. We have over 20 years’ experience in supporting practices and business-es in their pursuit of future growth by providing a host of specialist finance solutions.0207 1834 115www.syscap-icaew.com

Taxbriefs LtdStand number A140We deliver content marketing services and expert technical knowledge to accountants and financial advisers. From digital learning and technical information to help meet the in-creasing demands of professional practice to personalised apps and personalised marketing materials to send to your clients020 7970 4142 www.taxbriefs.co.uk

The IT Partnership Stand number A330 The IT Partnership work with Accountants and their client to develop a modern business system developing their IT system and integrate it into Xero.01782 454070www.theitpartnership.co.uk

Thomson ReutersStand number A524The Digita Professional Suite, from the Tax & Accounting business of Thomson Reuters, provides leading software solutions to UK account-ants in practice.08450 180 906www.digita.com/accountex

Thornbury Collections LtdStand number A244Formed in 2002 Thornbury have been helping companies from 1 man bands right up to multi-na-tional companies right across the UK with a broad range of cash flow issues.01443 224407www.thornburycollections.co.uk

Tolley, LexisNexisStand number A180Tolley is the tax and accountancy business of LexisNexis. We are the UK’s only provider of practical tax and accountancy guidance, in-depth reference material, ground-breaking training and learning resources and unique market insight. Established in 1916.0845 370 1234 www.tolley.co.uk

Trax UK LtdStand number A352Formed in 1991, the company concentrates on its expertise as providers of advanced business software solutions for Sage50 us-ers. 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 Sage01227 793200www.traxuk.com

TVision Technology LtdStand number A100TVision; 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 under-stands how to deliver business benefit from day one.01483 751888www.tvisiontech.co.uk

VAT-penalties.co.ukStand number A567 Specialist VAT and Customs Duty Consultants – ready to help youWhatever VAT problem you have or are expecting, our highly expe-rienced VAT consultants are ready to help you. Don’t just accept what HMRC tells you – their views can sometimes be inaccurate. We know how to mitigate the VAT penalties08458 502360www.vat-penalties.co.uk

Vequity Intelligence LLPStand number A164Vequity Intelligence LLP is a specialist share and asset valuation firm focused on providing an expert approach to the valuation of shares, private companies, intangible assets and all forms of intellectual property for fiscal and commercial purposes.+44 (0)20 7129 1158www.vequityintelligence.co.uk

Veritas Advisory LimitedStand number A294Whatever VAT problem you have or are expecting, our highly expe-rienced VAT consultants are ready to help you. Don’t just accept what HMRC tells you – their views can sometimes be inaccurate. We know how to mitigate the VAT020 7769 6729www.veritasadvisory.co.uk

Wageslip.comStand number A302 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

webexpensesStand number A494Webexpenses is a leading cloud-based 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. 0845 250 0040 www.webexpenses.com/

WeWorkEverywhere Stand number A544WeWorkEverywhere delivers your personal desktop, systems and ap-plications to anywhere and every-where that you choose to work. Simply log in from any device with an internet connection and you can instantly and securely access all you need to work productively, from a secure and robust platform.020 7448 8538www.weworkeverywhere.com

Wolters Kluwer Tax & AccountingStand number A470Wolters Kluwer, is the only global provider to specialise in providing software, information, and services to tax and accounting profes-sionals in business and practice. Supporting our clients across the fields of tax, accounting, audit, financial & business and practice development.0844 561 8181www.cch.co.uk

WorkPlaceLive.comStand number A312WorkPlaceLive Hosted Desktops allow users to conveniently and securely access their desktops, with all their files, software (such as Sage, Iris or CHH) and applications, on any internet enabled device (including Tablets & Smartphones) from anywhere in the world. 020 8543 3322www.workplacelive.com

XeroStand number A330Xero is beautiful, easy to use on-line accounting software for small businesses and their advisors. The company has over 250,000 users in more than 100 countries around the world. 0800 085 3719www.xero.com

XledgerStand number A214 Xledger is an innovative, cloud-based and fully integrated finance, project accounting and business information system that frees up time by simplifying and automat-ing business processes. Designed as a true software as a service (Saas) application, Xledger is perfect for accounting practices & SMEs.+44 (0)117 329 1050www.xledger.co.uk

Mitigation and management of Carbon Governance Requirements

Carbon accounting strategy managing risk from Government compliance requirements, Carbon Reduction Commitment and Climate Change Levy

Marginal abatement cost curve analysis for investment prioritization

Accurate measurement of Investment rate of return on carbon reduction projects

100% enhanced capital allowances for energy saving technology investment

Implementation of Energy Management Systems to ISO 50001 International Standard

Utility cost and contract management tools with validation and cost allocation

Carbon measurement reporting and assurance

Mandatory Carbon Reporting (MCR) coverage

Measurement and verification (M&V) for Energy Performance Contracts (EPC)

Renewable Energy Incentive accounting for Wind, Solar, Biomass and Geothermal

Green compliance services for due diligence of property transactions

Carbon and Energy Applications for Financial Professionals

For Finance Directors

Reporting and disclosure of carbon emissions and the financial management of energy related investments are a growing trend for both investors and end users.

digitalenergy provides a range of benefits to finance professionals

For Accountants

Contact us to learn more

0845 003 [email protected]

www.digitalenergy.org.uk

ACCOUNTEX MAY 2014EXHIBITOR A - Z96

EXHIBITOR A - Z2020 Innovations Limited

Abbey Tax Protection

ABBYY

Access Group

Accountancy

AccountingWEB Press Zone

AccountingWEB.co.uk

Acorah Software Products (TaxCalc)

Added Value Solutions Ltd

Added Value Solutions Ltd

Alcore Global Solutions

Alma CG

AML250 Tax Network

Association of Chartered Certified

Accountants

Association of International Accountants

(AIA)

Association of Taxation Technicians

Azure International Services

BancPay

Bankstream

BCMS Corporate Ltd

BCR Associates

Big Red Cloud

Bloomsbury Professional

Bridge Newland Ltd

Brixx

Business Wealth

C3 Tax

Callcredit Information Group

CaseWare UK

Catax Solutions

Certified Public Accountants Association

CIMA

CIOT

Cityjobs.com

Clear Books Pro

Click2Ignite

Cloud Base Software UK Ltd

Cloud Direct

CloudServerPlus - Key Computer

Applications

Creditsafe Business Solutions

Crowdcube

CrunchBoards

CustomerSure

Deputy

DictateNow

digitalenergy Ltd

DNS Associates

DNT Chartered Accountants

Docusoft Ltd.

A554

A384

A650

A306

A492

A210

A212

A160

A154

A304

A120

A130

A530

A110

A552

A192

A80

A606

A356

A510

A254

A539

A176

A60

A566

A136

A174

A608

A410

A310

A354

A40

A192

L202

A350

A10

A14

A24

A50

A246

A134

A330

A330

A330

A292

A568

A126

A562

A480

Doshi Accountants (S) Pvt Ltd

DrPete Inc Ltd - Google, Microsoft & IT

Strategy Solutions

DTracks Limited

e-conomic Online Accounting

EFG Independent Financial Advisers

EuroSite Power

Exact

Fair Care Employee Benefits Limited

Fathom

Fee Solutions Limited

Feebooster

Financial Driver Ltd

Float

FM Magazine

FreeAgent

Friendly Pensions

GAAPweb

Gbooks Ltd

H M Revenue & Customs

Halo Financial

Hosted Accountants

Hosted Desktop UK Limited

ICAEW

ICPA Limited

Institute of Financial Accountants

INTUIT LTD

IRIS

KashFlow

Kefron accountsIQ

Kefron accountsIQ

Keytime Objective Ltd

Lindenhouse Software Ltd

Lockton Companies LLP

Mark Lloydbottom Consulting

Mattioli Woods plc

McAlister & Co

Mercia Group Ltd

Moneypenny

Moneytree Wealth Management

MyFirmsApp

MyPAYE LTD

Nikec Solutions

Nomisma Solution

NOW: Pensions

OCREX

OneE Group Limited

Online50 Limited

Optegra Financial

Payment Express

PaySuite

Pegasus Software

Pioneer Business Systems

Platinum Portfolio Builder

Polestar Payroll Ltd

Practice Track

PracticePro

Premium Credit

ProfitSee

Prosell Learning Ltd

Qtac Payroll Software & Outsourcing

Qubic Tax

ReadSoft

Receipt Bank

RIFT Capital Allowances

RIFT Research and Development

RocketMill

Rocketspark - Beautifully simple websites

Rosetta Tax LLP

Sage Accountants’ Division

SandMartin Outsourcing Experts

SAPPHIRE INFO SOLUTIONS (P) LTD

Secure Virtual Office

simPRO Software

Spendgate Limited

Spotlight Reporting Limited

Stuart Rivers Associates

SWAT UK

Symphony - APS

Syscap Ltd

SystemHOST

Taxbriefs Ltd

The Chartered Institute of Payroll

Professionals

The IT Partnership

Thomson Reuters

Thornbury Collections Ltd

Tolley, LexisNexis

Trax UK Ltd

TVision Technology Ltd

VAT-penalties.co.uk

Vequity Intelligence LLP

Veritas Advisory Limited

Wageslip.com

webexpenses

WeWorkEverywhere

Wolters Kluwer Tax & Accounting

WorkPlaceLive.com

Xero

Xledger

A52

A496

A386

A256

A146

A568

A374

A12

A330

A542

A550

A102

A330

A18

A200

A390

A681

A514

A290

A610

A512

A564

A604

A546

A170

A570

A504

A400

A495

A495

A242

A560

A132

A16

A556

A240

A513

A670

A104

A630

A330

A305

A126

L311

A412

A274

A250

A540

A330

A330

A484

A406

A680

A122

A513

A20

A482

A330

A216

A532

A270

A42

A330

A114

A112

A276

A330

A534

A444

A172

A144

A382

A330

A142

A330

A124

A165

A106

A380

A404

A140

A22

A330

A524

A244

A180

A352

A100

A567

A164

A294

A302

A494

A544

A470

A312

A330

A214

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MAY 2014 ACCOUNTEX FLOOR PLAN 97

FLOOR PLAN

A305

A380 A386

A382A384

A310

A200

PRESSZONE

A164

A400

A312

A410

A412

A160

A374 A470

A480

A290 A390A292

A404 A406

A630

A650

A539

A610

A680

A670

A294

A482 A484

A540

A514

A510

A512

A524

A532

A530 A534

A550

A554 A556

A544

A552

A542

A546

A504

A560

A564

A562

A566

A492A192

A513

A165

A274

A270

A276

A570

A104

A110

A120

A180

A122

A124 A126

A154

A130

A134 A136

A140 A142

A144 A146

A494

A212A210

A106

A100 A102

A174

A170

A176

A172

A216A114

A112

A214

A132

THE HUB

A60

A80

A52

A40

A50

A42

A22

A24

A20

TAX THEATRE

TOLLEY WORKSHOP

ACCOUNTEX KEYNOTE THEATRE

INTUITTHEATRE

HOW TOTHEATRE

TECHNOLOGYTHEATRE

AVN THEATRE

EXACT THEATRE

PRACTICE GROWTH THEATRE

SAGETHEATRE

ACCOUNTANTS IN BUSINESS

THEATRE

ACCATHEATRE

NETWORKINGAREA

A302A306

A304

SS1

A495A496

A568A567

A250

A254 A256

A350

A354 A356

A352

A444

A330

NETWORKINGAREA

XERO VILLAGE

SAGE VIP

A240 A242

A244 A246

A16 A18A10A12 A14

A608

A606

A604

A681

VISITORSENTRANCE

Putting Automation into Practice

Accountex Digital Show Guide May 2014

Documents

Transcript of Accountex Digital Show Guide May 2014