Accountex Exhibition and Conference Show Guide 2012

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22 NOVEMBER 10AM - 6PM & 23 NOVEMBER 10AM - 5PM OLYMPIA, LONDON

THE UK’S LARGEST EVENT FOR ACCOUNTANTS IN PRACTICE AND IN BUSINESS

ACCOUNTEX2012

THE NATIONAL ACCOUNTANCY EXHIBITION AND CONFERENCE

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With over 30 years’ experience, and a strong emphasis on software development and support, we focus on supporting accountants in practice and their clients, by providing a wide range of products and services that help accountants.

No matter the size of your practice, or your clients’ business, Sage Accountants’ Division has a solution that will suit you.

For more information about Sage Accountants’ Division and the software and services we offer, call 0845 111 1111 or visit sage-exchange.com

Pop over to see us on stand A424, grab a great cup of coffee and have a chat about how we can support you and your clients.

Watch live demonstrations of our software, and test drive our latest solutions for yourself on both iPad and PC.

Come and see us at Accountex 2012The NATioNAl ACCouNTANCy ExhibitioN AND CoNFErENCE

22-23 November 2012london, olympia

“hello”

Stand A424 (near to the coffee shop)

Incredibly, for over 12 years the accountancy profession has been void of its own national event; nowhere for accountants to grow, learn, and develop – and with accountancy being such a fast-moving profession, we didn’t think that was right. So we put our heads together, rounded up some of the biggest names in accountancy, brought in world-renowned speakers, and created Accountex – The National Accountancy Exhibition and Conference.

Attracting more than 3,000 Accountants, Financial Directors and other professionals from the accountancy and finance world, the show offers an unparalleled opportunity for financial professionals like you to gain expert insight and education in a dynamic, live environment. With over 80 seminars across 8 theatres and 80 leading exhibiting companies, Accountex is an unmissable event for any leading

professional in the accounting profession.

Accountex is committed to adding value to your practice, improving you as an accountant, and ensuring you’re on top of the very latest developments in your profession. Helping us to achieve that are the UK’s most important Accountancy Professional Bodies and Associations, and we would like to thank them for supporting Accountex.

This show guide will give you information of what to expect over the two-day event. You’ll find details of the comprehensive seminar schedule, information about the speakers and details of the exhibitors who are presenting the latest products and services within the profession.

Enjoy the show.

The Accountex Team

Hello and welcome to Accountex – the UK’s only National Exhibition and Conference for Accountants and Financial Directors working in practice and business.

Find us on Facebook www.facebook.com/AccountexTweet us @accountex Tweet about us #accountex

WEL

COM

ETHE UK’S LARGEST EVENT FOR ACCOUNTANTS IN PRACTICE AND IN BUSINESS

SUPPORTED BY LEAD MEDIA PARTNER

KEYNOTESPEAKERS

SEMINAR SCHEDULE

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0816485355

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| ACCOUNTEX NOVEMBER 20124 ACCOUNTEX2012

Whether you are here for just one day, or for both, you will not be bored. Indeed you probably need two days to ensure you can attend all of the presentations and exhibits that will be of interest and benefit to you, your practice and your career.

The changing face of the profession

Much has changed within the accountancy profession in the decade since the last time there was a national exhibition. Over the last year alone we have seen significantly increased interest in:

• Cloud computing;• Social Media; and• The distinction between overly aggressive and

acceptable tax avoidance

Looking back a little further accountants have faced the implications of, inter alia:

• Mobile phones and hand held devices

• Anti Money Laundering obligations

• Revenue focus on Transfer Pricing around the globe

• Keen use of promotional videos accessible through Youtube

• Losing the exclusivity of tax investigations work

• Economic recession in the UK and around the globe

• Ever increasing offshore-based outsourcing opportunities

• Moving to a Current Year Basis of assessment

• The introduction of personal self assessment

• Corporate tax self assessment

• Online research and reference resources

• International Financial Reporting Standards

• The proliferation of email as a communication tool

• Increase in the audit threshold to £6.5m turnover

• The merger of Inland Revenue and HM Customs & Excise

• Online filing of accounts and of tax returns

• The promotion of accountancy services across the web

• The use of Google as a key search tool across the web

• Continued tweaking and changes to the business tax system

• The availability of a range of social media websites

• The collapse of Arthur Anderson and the aggregation of what were the

Big 8 firms to form what are now the ‘final’ four

• Increased polarisation within the profession (the biggest firms and the

smaller niche ones)

• A new Penalty regime being just one example of HMRC’s new powers

• The new tribunal system replacing the Commissioners

• The introduction of Limited Liability Partnerships as a new option for UK

business structures

• More home based part-time and full-time accountant workers

• The Disclosure of Tax Avoidance Scheme (DOTAS) rules

• The facility to check the online profiles and activities of current and

prospective staff, partners, clients and business connections

• The start of e-commerce as a new way to facilitate business transactions

• Becoming ‘customers’ of HMRC

And that’s just the few changes I could remember off the top of my head. Clearly the list could go on and on.

Simply by attending the 2012 National Accountancy exhibition and conference you are aligning yourself with many of the top experts, advisers, brands and accountants operating in and with the UK accountancy profession.

WELCOME TO ACCOUNTEX

Guest Editor, Mark Lee

Chairman of the Tax Advice Network and Keynote Speaker: Boring Is Optional – How to overcome the stereotype and be more successful as an accountant.

NOVEMBER 2012 ACCOUNTEX | 5ACCOUNTEX2012

The time may well be coming when accountants will find themselves on the archetype ‘burning platform’ from which they must jump if they are to survive. Looking back though, accountants, whether in business or in practice, have repeatedly shown that they can adapt as and when circumstances force them to do so.

Your attendance at Accountex will help you to adapt faster and with more knowledge, confidence and ideas than most of your competitors.

Perhaps you already know which speakers you want to hear and which events you want to attend.

If not, take a few minutes to check out what’s on today and where you will need to be for those sessions that are on your ‘must see’ list.

Remember to leave time to wander around the exhibition especially if there are there any

specific exhibitors you want to visit. These might include existing suppliers, their competitors or simply those promoting services and facilities you have yet to explore. Check out where their stands are and mark them on your copy of this guide. Then check them off as you visit or when you stop for a drink later.

Remember to leave time to take in those exhibitors that offer something new and different.

There really is so much to see and do that you

will want to get full value from every minute.

Some exhibitors will be happy to let you pick up their promotional literature, others will want to find out something about you first. Many stands will also have simple promotional giveaways that they will be happy to give you – some of these gifts may even be genuinely useful! And there are always plenty of sweets and other items to eat – all intended to give you a reason to check out the specific exhibition stand. Think of them as a reward!

HOW TO GET THE MAXIMUM VALUE FROM YOUR TIME HERE

WHAT ARE YOUR OBJECTIVES?

NETWORKING

THE RANGE OF EXHIBITORS

I must admit I tend to go for a fair bit of serendipity when I attend exhibitions.

I will generally know which are the key seminars and keynotes I want to hear. All too often though I find that these are the most

popular ones and that I should have arrived at the specific lecture theatre a few minutes earlier. But I was side-tracked by something that caught my eye on one of the exhibition stands. When that happens I sometimes find that I am too late to be allowed to enter the lecture theatre or, at best, I have to stand at the back where it is less easy to make notes.

You need to decide whether you ‘need’ to attend any specific lectures that have drawn you to the conference or whether you intend just to slip in to hear those that grab your attention on the day. Remember it is often a case of first-come, first served.

One of my objectives is invariably to benefit from the networking opportunities at an exhibition like Accountex.

I know it makes sense to focus my day around the keynotes and other talks that drew me to attend the exhibition. But sometimes that serendipitous chat with someone I have just met could be even more valuable.

It would be foolhardy to expect to ‘do’ any business while I’m wandering around. The best I can realistically expect is to initiate conversations that will only really be of value if I follow up promptly within the next week. I would encourage you to do the same.

Some exhibitors are already well known brands across much of the profession.

This is true, for example, of the larger professional bodies, software providers, publishers and various suppliers who have been around for many years.

You will also find plenty of names with which you are less familiar. These include some of the practice support providers, tax support providers and practice growth advisers. Some have been around for many years, some are newer entrants to the profession and one is celebrating its 5th birthday at Accountex.

In amongst the more conventional exhibits you will also find a handful of one-off exhibitors

including a franchise opportunity, a practice start-up consultancy, on online business database provider, a film financing company, professional fee funding, speedier bank reconciliations, R&D tax credit specialists, practice merger and acquisition brokers, online marketing experts and a global business giving initiative.

Have a great time!

Tax intelligencefrom LexisNexis®

Tax_Advisor_June12_Tolley_Guidance4_AW_Outlined.indd 1 23/05/2012 17:18

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KEYNOTE SPEAKERS

During this century alone he has been a tax partner at BDO in London, Chairman of the ICAEW Tax Faculty and Director of Tax Business Development

for a large consultancy. He is also a long-time member of The Magic Circle.

Mark chose to adopt a portfolio career in 2006 and still spends much of his time speaking and writing for accountants. He authors a regular blog for Ambitious Accountants, and a more fun blog along the theme of ‘Boring is Optional’. He also writes a weekly column for AccountingWeb.co.uk

Mark is Chairman of the Tax Advice Network and runs Linkedin groups for ‘Ambitious Accountants’ and for those interested in the ‘Tax Advice Network’.

MARK LEE

PETER BELSEY ACAPete qualified with AYMM (now Ernst & Young) and worked there for 10 years, in Audit and training. He has worked for the global behaviour change consultancy, Huthwaite International, for the last 24 years. Throughout, he has specialised in financial and professional services clients, designing and leading consultancy projects with many major companies and firms to build partners’ and fee earners’ skills and confidence in business development. Pete is an experienced speaker for both professional bodies such as the ICAEW and also at multi-national client conferences and seminar. He has had many articles and interviews published in various publications, from Investor Weekly, to Accountancy Age and Financial Times.

Boring Is Optional: How to overcome the stereotype and be a more successful accountant Too many people think accountants are boring and too many accountants reinforce this stereotype. In this seminar, Mark Lee will show you how to change perceptions both online and offline, build your practice, and enhance your career and practice prospects. Mark also has two other seminars here at Accountex, where he’ll cover tax in the Tax Theatre, 15.00 Fri 23rd and social media in the ICAEW theatre, 14.00 Thurs 22nd

SEMINAR HALL 1

Thursday 15-00 - 15.45

According to Accountancy Age, Mark is “The most networked accountant in the UK”. He has certainly never been a traditional ‘boring’ accountant even though he spent 30 years in practice.


BUSINESS DIRECTOR, HUTHWAITE INTERNATIONALPeter will give practical insights into how best to handle initial meetings with potential corporate clients (whether created because of the BAS initiative, through ICAEW referral or via any other means). He will discuss the behaviours and skills most likely to make such a meeting successful and potentially revenue-generating, and so mark the start of a proper business relationship rather than a one-off engagement. You will hear about methods that have been tried and tested by professional services firms around the world, and that you will be able to apply immediately in your practice, whether large or small.

SEMINAR HALL 8

Friday 12.00 - 12.45

SEMINAR HALL 8

Thursday 12.00 - 12.45

Making the Most of Initial Client Meetings

KEYNOTE SPEAKERS

JOHN WHITING RACHEL BRIDGE

Recent Consultations and Likely Changes Recent Consultations and Likely Changes Finance Bill 2013 promises to be a lively one, with controversial proposals on a general anti-abuse rule, personal service companies and a cap on income tax reliefs all expected. The UK could get its long-awaited statutory residence test and a new, simpler, income tax regime could be introduced for the smallest businesses. What will these measures mean for tax practitioners? Find out with the well-known tax commentator John Whiting of the ATT and CIOT.

Entrepreneur workshop

In this seminar, Rachel provides practical advice and guidance to small-firm owners about how to be more entrepreneurial and how to grow their businesses by making the most of opportunities around them. This is your chance to get the latest tips on running your business like a top entrepreneur from the former Enterprise Editor of the Sunday Times.

SEMINAR HALL 1

Thursday 16.00 - 16.45

SEMINAR HALL 3

Friday 14.00 - 15.00

John Whiting is the Tax Policy Director at The Association of Taxation Technicians (ATT) and The Chartered Institute of Taxation (CIOT), the Tax Director of the Office of Tax Simplification, and a past President of CIOT. John was a tax partner with PricewaterhouseCoopers (PwC) for 25 years. John is also a member of the First-tier Tax Tribunal. He was awarded the OBE in 2008 for services to the tax profession.

Rachel is a presenter, writer, journalist, and public speaker specialising in entrepreneurship, start-ups and growing businesses. She is the former Enterprise Editor of The Sunday Times and writer of five books about successful entrepreneurs: How I Made It, My Big Idea, You Can Do It Too, How to Make a Million before Lunch, and How to start a Business without any Money.

Spencer Kelly is a respected broadcaster and journalist with more than fifteen years experience in radio and television. Here he talks to you about how technology will influence you and your clients in the future.

Spencer has reported from countries across the globe on a range of technology issues – from the latest mobile internet devices in Japan and the crazy walking robots of South Korea. He’s also interviewed Bill Gates and James Cameron, and pursued some controversial investigations, including exposing security loopholes in Facebook. So it’s fair to say Spencer knows a thing or two about technology, and he’s sure to impart some of that wisdom on audiences at Accountex.

SPENCER KELLYSEMINAR HALL 3

Thursday 14.00 - 15.00

SEMINAR HALL 3

Thursday 13.00 -14.00


Spencer will be running two seminars in the Sage Hall. The first examines how technology is influencing the business and accountancy world, where Spencer will call on his experiences and anecdotes as a technology tourist, and look ahead to the exciting technologies that are just around the corner. Following this seminar, Spencer will host a round table discussion on cloud computing in the accountancy profession.

THE TAX COMMENTATOR THE ENTREPRENEUR WORKSHOP

KEYNOTE SPEAKERS

He is incredibly well known in accountancy circles, and rightly so. Steve is officially the world’s most highly rated advisor to accountants. He is also a best-selling business author, dynamic speaker and founder of Accountants Changing the World. And he’s right here at Accountex, delivering words of wisdom and much more.

He is a member of the Accountants Global Advisory

Paul kick-started his career when he wrote some innovative software that became the basis for one of Australia’s early technological successes—HartleyComputer. He was also the

Panel, and was named by Accountancy Age magazine as the “UK Entrepreneur of The Year” in recognition of his work as founder the 250 firm strong AVN association of proactive accountants.

Steve is the author of books such as “Your blueprint for a better accountancy practice” and “The UK’s best accountancy practices”, which ICAEW President Mark Spofforth

PAUL DUNN

SEMINAR HALL 1

Friday 12.00 - 12.45

SEMINAR HALL 1

Thursday 13.00 - 14.45

SEMINAR HALL 1

Friday 13.00 - 13.45

STEVE PIPE

The Wizard of WOWHe is one of the most inspiring and stimulating speakers you’ve ever experienced. In a heartbeat, audiences ‘get’ why he’s now known around the world as ‘the Wizard of WOW’. He always moves his audience to new levels of understanding and action.

Recently, he’s spoken twice at what many regard as the pinnacle of speaking — the TEDx forums. He keynoted the Harvard Project for Asian and International Relations and in July 2011 he was chosen to present the keynote at the United Nations Alliance of Civilizations launch in Mumbai. In June 2011 Paul was honoured to receive the Life-time Award for Service to the Accounting Profession globally. And yet he’s anything but an Accountant!


CHANGING THE WORLD. ONE BUSINESS AT A TIME.

marketing genius behind the company growing globally to a $23 Million enterprise.

In 1980 he decided that his real love was marketing and

speaking, so he formed The Results Corporation (TRC). He grew that to a $20 million company serving 23,000 businesses.

In 1992 Paul formed Results Accountants’ Systems (RAS) teaching Accountants in Public Practice how to leverage their skills to create far better businesses for their clients. By the year 2000, the company was serving over 3500 practices and their clients worldwide — it became the largest network of leading-edge Accountants yet seen in the world.

Steve Pipe is a Chartered Accountant who is passionate about helping accountants to become more successful by serving their clients better.

His second book, ‘The Firm of the Future’, launched in the US market in April 2003 and is now regarded as a standard text for professional service firms.

Now Paul helps create successful businesses around the world and is passionate about giving back to Social Causes to increase the level of joy in our world. He now serves as Chairman of the revolutionary Buy1GIVE1 organisation, making giving an effortless habit and making a huge impact in our world in a totally new way.

Paul Dunn is the marketing guru behind the success of many ground-breaking business ventures. People call him ‘Wizard of WOW’ because Paul is about turning normal into abnormal - ordinary into extraordinary.

KEYNOTE SPEAKERS

Before setting up Remarkable Prac-tice Paul was with AVN (one of the largest associations of independent accountants in the UK), for 5 years (2 of them as MD).

Paul helped guide AVN profitably through a time of highly focussed competitive attack. He was also instrumental in amalgamating two offices into one and creating an enthusiastic culture of achievement. He even managed the doubling of prices at AVN and all the customer challenges this entailed.

Prior to AVN Paul grew a £300,000 turnover manufac-turing business into a highly profitable £1m affair. He bought custom premises, opened a London showroom and expanded into Europe. On the eve of selling the business to a committed buyer the team walked out to set up their own business making the sale worthless. Paul considers this a wonderful business education with some harsh but invaluable lessons!

How accountants in practice can change the worldAny accountant can change the world. One business at a time. In this short seminar Steve Pipe will not only show you how, but also give you all the software, tools, resources, training and guidance you need to actually do it.

Everything you need, in fact. And all for free. Armed with all of that free support you will be able to make life

describes on the dust jacket as “brilliant”.

In June 2012 he was named by the Accountants Club as “The world’s most highly rated advisor to account-ants” in recognition of the fact that he has more recommendations (over

PAUL SHRIMPLING

300) on LinkedIn than any other adviser in the world. Steve wants accountants like you to change the world, and his seminar at Accoun-tex, he will provide you with all the software, tools, resources, training and guidance you need to actually do it. All for free.

Mark is often referred to as the father of Practice Management in the UK.

MARK LLOYDBOTTOM

Power Up your Gross Margin

Attend Mark’s seminars and you will gain a host of exciting yet easy to implement ideas that will enable you to return to your practice and be more successful. Improve client service, gain more clients, reduce your lock up – enjoy your work more than ever.

SEMINAR HALL 1

Friday 15.00 - 15.45

SEMINAR HALL 1

Thursday 17.00 - 17.45

SEMINAR HALL 1

Friday 14.00 - 14.45

Helping Accountants Achieve Remarkable Success...With more than 28 years focussed on marketing and selling – 21 of them as a business owner buying accountancy services from 4 different accountancy firms – Paul’s seminar is certain of delivering education and information of real value to your firm. Don’t miss this remarkable insight into accountancy and business.


sustainably better for: your clients and the economy; for the environment; and for those in need. And that’s not all.

When you help others in these ways your firm will build an outstanding reputation, receive more referrals, attract high quality clients and team members who are inspired by what you do, and give you better emotional and financial rewards than ever before.

In other words, it will also help make things sustainably better for you and your firm.

For over 25 years he has developed businesses all focused on providing services to enable firms to maximise their top and bottom line potential. During this time Mark has worked with over 2,000 accounting firms.

Today, he continues to work with firms in the areas of enhancing firm profitability, improving client service, firm owner marketing, firm strategic planning and partner development programmes. He is a perfect match for Accountex, and we’re delighted to have him here.

KEYNOTE SPEAKERS

JOHN BRAITHWAITETHE LEADING AUTHORITY ON DIGITAL MARKETING AND SOCIAL NETWORKING

KEYNOTE SPEAKERS

John is a leading authority on how professional firms can maximise the impact of online, digital marketing including social networking.


Effective digital marketing to win quality new customersAs the entire business world become more ‘connected’, the need to actively develop your digital marketing strategy and take your

digital reputation seriously has grown. This short seminar has been designed to blow away the mystery and jargon of digital marketing and help you see with clarity how and why this stuff works! You will hear from one of the most respected digital marketing presenters in the UK.

SEMINAR HALL 4

Friday 11.00 - 11.45

SEMINAR HALL 4

Friday 14.00 - 14.45

SEMINAR HALL 4

Friday 15.00 - 15.45

Stephen Blackman is Head of Consumer Economics for the RBS Group. As well as running a team providing economic support and advice for Group and the divisions, Stephen is also responsible for the economics of Group Stress Testing.

Stephen’s key interests include long term global economic trends, UK macroeconomics and political economy, the labour market and household income. Stephen joined the Group in 2007. Prior to that Stephen worked for the Government Economic Service in Whitehall where he helped implement policy on private pensions and welfare reform. Before that, Stephen worked briefly in academia.

STEPHEN BLACKMAN

Economic Outlook: the long and winding road to recovery Stephen will provide an overview of recent developments in the UK economy, before considering the outlook for 2013 and beyond. Can we escape recession and, if so, what sort of recovery should we expect? There are many reasons to be pessimistic but Stephen will also emphasise some key strengths that the UK can exploit.

SEMINAR HALL 1

Friday 11.00 - 11.45

John has personally pioneered many new approaches to digital marketing and social networking . He has embraced & developed a unique process to ensure client websites convert visitors to en-quiries which forms part of Insight Intelligence ©. John is considered to be one of the primary thought leaders on generating firms a re-turn through their online market-ing activities. He offers a unique insight into generating great, high quality customers online whilst managing your current clients with ease.

If you are looking for a well-rounded expert with unique un-derstanding of digital marketing and social networking that John should be your first choice.

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For more information call a member of our team on

Capital House, Woodside Park, The Old Park Drain, Westwoodside, Doncaster, DN9 2EN Tel; 01427 754466 Fax; 0872 115 6594 [email protected] www.taxadjusters.co.uk Taxadjusters ©

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A great door opener for new clients. Our reputation is your assurance. We operate throughout the UK.

The impact of “Fixtures” on Buying or Selling Commercial Properties can seriously damage your Tax Bill.

HALL 1 THURSDAY

11.00 - 11.45Mark WickershamAVN

The 7 mistakes stopping you earning £200,000 annual profit

New ground-breaking research carried out by AVN reveals the exact things the UKs most profitable firms are doing... firms that are earning over £200,000 in profit per partner.

17.00 - 17.45Paul ShrimplingRemarkable Practice

Why do accountants make getting referrals such hard work?

Increase the number of referrals and you increase your future fees and profits. The thing is you and your firm can double, triple or even quadruple the number of referrals your firm receives. But only when you install proven referral habits in your firm. And it’s not just about asking more people more often! In this powerful workshop you’ll discover how you instantly change your referral processes and set your firm up for future sales success.

12.00 - 12.45Steve PipeACTW

How accountants in practice can change the world

Any accountant can change the world. One business at a time. In this seminar Steve Pipe will not only show you how, but also give you, for FREE, all the software, tools, resources, training and guidance you need to actually do it. Everything you need, and allfor free.

15.00 - 15.45Mark LeeBookmark Lee

Boring Is Optional: How to overcome the stereotype and be a more successful accountant

Too many people think accountants are boring and too many ac-countants reinforce this stereotype. Sadly, many don’t recognise that they are perpetuating the idea that we are all boring. This isn’t fair on them or on us. In this seminar, Mark Lee will show you how to change perceptions both online and offline; build your practice; and enhance your career and practice prospects.

13.00 - 14.45Paul DunnB1G1

Connecting (and really Changing Lives)

This is a truly remarkable, inspiring presentation that leaves you in no doubt about what the accountancy profession actually does. In this seminar, Paul will take us on a profoundly important journey — one that focuses on what he calls ‘Moments of Connection’.

16.00 - 16.45John WhitingAssociation of Taxation Technicians (ATT) / Chartered Institute of Taxation (CIOT)

Preparing for Finance Bill 2013 – Recent Consultations and Likely Changes

Finance Bill 2013 promises to be a lively one, with controversial proposals on a general anti-abuse rule, personal service companies and a cap on income tax reliefs all expected. The UK could get its long-awaited statutory residence test and a new, simpler, income tax regime. What will these measures mean for tax practitioners? Find out with John Whiting of the ATT and CIOT.


THE KEYNOTE THEATRE

Notes

HALL 1 FRIDAY

11.00 - 11.45Stephen BlackmanRBS

Economic Outlook: the long and winding road to recovery

Stephen Blackman is a senior economist at RBS. He will provide an overview of recent developments in the UK economy, before considering the outlook for 2013 and beyond. Can we escape recession and, if so, what sort of recovery should we expect? There are many reasons to be pessimistic but Stephen will also emphasise some key strengths that the UK can exploit, and how your practice or business can prosper.

14.00 - 14.45Mark LloydbottomMark Lloydbottom Practice Management Consulting

Power Up your Gross Margin

Based on my work with a number of mid size firms you will discover a wide range of easy to implement strategies to enable you to increase your gross profit margin. How to charge more for the work you do and how to do your work in less time. These strategies that have been tried and tested and can be used by you to improve your bottom line.

12.00 - 12.45Steve PipeACTW

How accountants in practice can change the world

Any accountant can change the world. One business at a time. In this seminar Steve Pipe will not only show you how, but also give you, for FREE, all the software, tools, resources, training and guidance you need to actually do it. Everything you need, and allfor free.

15.00 - 15.45Paul Shrimpling Remarkable Practice

4 habits determine the profitability of your firm?

More than 700 one-to-one partner meetings have shown Paul which habits are key to the success of your accountancy firm. When you master these four simple habits you can avoid the stress, hassle and uncertainty of not knowing what the future holds for you and your firm. Join Paul for an entertaining yet informative workshop and walk out knowing exactly which habit you need to work on to get a big win from attending Accountex.

13.00 - 13.45Paul DunnB1G1

There’s a revolution going on - The Inspiring Firm

In this session, you’ll see example after example of how firms are becoming inspiring places to be. And Paul shows you how to discover the truth of what Mark Twain once said: “The two most important days in your life are the day you are born and the day you find out why.”

16.00 - 16.45Mark WickershamAVN

The 7 mistakes stopping you earning £200,000 annual profit

New ground-breaking research carried out by AVN reveals the exact things the UKs most profitable firms are doing... firms that are earning over £200,000 in profit per partner.


THE KEYNOTE THEATRE

Notes

HALL 2 THURSDAY

11.00 - 11.45Doug RyanMattioli Woods plc

Pension planning: balancing risk and opportunity

Doug will provide an incisive update on the latest changes in pension legislation, delivering key information and advice regarding the various issues, which will be affecting your clients’ future savings. He will discuss automatic enrolment, the effective use of pension drawdown and look at business opportunities, covering loanbacks, unquoted share purchase and goodwill.

14.00 - 14.45Chris Meyer & Phil LargeOrchard Funding

Managing Practice Cash Flow and Credit Control

This seminar will provide key information and advice on your practice cash-flow issues, while outlining procedures and remedies for better managed cash-flow. This talk will also unveil how to approach clients with fees and payment methods, and outline the different methods used for fee collection.

12.00 - 12.45Dr Mike Sweeting FinsSMM, FIoD BCMS Corporate Ltd

How to increase revenue and keep clients who sell their firm

Often, a client selling up can be seen as a disaster. However, done a different way, 4 out of 5 clients will remain with you post-sale. Today we look at how to prepare clients for an eventual exit in a way that will keep them as an active client post-sale.

15.00 - 15.45Andy SmithCorpdata Ltd

Helping your clients understand Direct Marketing

This seminar will provide you with practical knowledge and skills that you and your clients will value. It will focus on the typical data sourcing challenges and ‘gotchas’ to watch for, the pros and cons of email marketing, current issues of data protection, how to develop a realistic business development plan, and more.

16.00 - 16.45Tanya BarmanCIMAHow to increase revenue and keep clients who sell their firm

With corporate ethics featuring almost daily in the headlines, this session will highlight findings based on CIMA’s global research on role of finance professionals in supporting responsible business. As chartered accountants internationally have a professional code to uphold, what pressure do they experience in the workplace, set against a wider ethical environment and globalization, and what steps can they take to ensure they meet their ethical commitments?

13.00 - 13.45Alan NelsonNelson Croom

CPD – Who Benefits?

Looking at the new online world of collaborative social tools and mobile access, Alan Nelson shares his experience of what people have found really works both within the accountancy profession and elsewhere, and attempts to answer the questions: why bother with CPD and where do I find the good stuff?

17.00 - 17.45Dennis ReidRPS

Helping your retail clients grow: guaranteeing an increase in sales revenue

The retail market continues to be challenging and your clients are hurting from the multiple onslaughts of the recession, the Internet, rising costs and the decline of the High Street. This seminar is a way for you to give them new ideas, fresh thinking and insight from one of Retails most trusted names and analysts – RPS. We offer a way to impress and help your clients, at zero cost to your practice and which could lead to an increased revenue stream for you. If your clients would benefit from a system designed to attract new customers, track and improve KPI’s (conversion, average transaction value, items per sales, sales per hour) – you need to attend this seminar. In addition to growing your clients business and seeing them flourish, RPS has an established referral rewards programme, which directly benefits you. Join us to learn more.


THE HOW TO THEATRE

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HALL 2 FRIDAY

11.00 - 11.45Steve BoltonPlatinum Property Partners

Avoiding Bad Property Investments, expert advice for you and your clients

Are you working with clients who want secure investments offering good returns? Are you concerned about maintaining your fee structure whilst looking for new products to suggest to existing clients and to attract new ones? In this seminar, Steve Bolton will explain how property investment could help to counter the unique pressures the profession is facing.

14.00 - 14.45Tony Margaritelli & Ben ChaplinICPA

Fee Protection for the Small Practice

The seminar will focus on the benefits to a small practice of offering Fee Protection to their clients. The seminar will cover the options available to the practice and how they can administer the scheme and generate an income.

12.00 - 12.45Tim LuscombeManagement Advice Ltd

Exit Planning

In this jargon-busting seminar, Tim will demystify complex financial issues and translate them into ordinary English that we can all understand.He is a regular commentator on economic matters and recently chaired Finance Question Time where banks and alternative finance providers were grilled on their progress in providing finance to SME businesses.Tim is a principal in KLO partners, a corporate finance advisory business specialising in the SME sector.

15.00 - 15.45Jeremy KitchinJeremy Kitchin Practice

Valuing your goodwill and divesting yourself of your practice

Valuing goodwill is not an exact science. It is the weighting given to many factors which makes the worth of your practice differ from similar firms, but in all cases the value relies on the principle of the willing buyer and the willing seller at a given time. During this seminar we shall investigate a method of divesting your practice to the best purchaser for the best price.

13.00 - 13.45Peter O’ConnellE-Shot

Effective Use of email Marketing for Maximum Returns

Email marketing is already recognised for its potential to offer significant ROI. Our seminar will advise you on how to capitalise on this successful channel, to maximise the return from your current clients, and gain new ones.

16.00 - 16.45David RowsbyCIMA

New Perspectives in Finance: Skills & Talent

The seminar will discuss the report which highlights the apparent relationship between managing skills and talent, and the performance of organisations. The report reveals that the financial performance and growth prospects of many businesses are being blighted by their failure to make the most of their human capital.


THE HOW TO THEATRE

Notes

HALL 3 THURSDAY

11.00 - 12.00Nielson WattsSage Payroll Expert

Why Times are Changing for PAYE

How introducing Real Time Information (RTI) to the operation of PAYE will simplify reporting for your clients and how you can help them through the change.

14.00 - 15.00Hosted by Spencer KellySage

Is Cloud the future of Accountancy? Round Table discussion.

What’s the difference between online and hosted?How can I trust online is secure? How should online solutions be supported?These and many more questions will be put to our panel of experts and accountants. Come and join the debate or tweet us your question #sage at #accountex .

12.00 - 13.00Julia WedgwoodSenior Sales Manager, Sage Accountants’ Division

How to make more money by doing less work

We strive to offer the best business support and advice – providing the tools you need to see your practice grow. Here we explain what support we can offer your practice.

15.00 - 16.00Sage

Simpler Income Tax for the Simplest Small Business

Earlier this year HMRC issued a consultation document “simpler income tax for the simplest small businesses”, including proposals to allow the use of cash based accounts, modified by some fixed rate adjustments, in arriving at business profits for income tax purposes.The proposals are due to come into effect on 6th April 2013.This session presents the most recent guidance from HMRC and discusses the potential impact on accountants and their clients.

13.00 - 14.00Spencer KellySage

How technology is influencing the business and accountancy world.

Spencer Kelly is a respected broadcaster and journalist with more than fifteen years experience in radio and television. Here he talks to you about how technology will influence you and your clients in the future.

16.00 - 17.00Samantha Mann, Policy Team, CIPP & Nielson Watts, Payroll Product Manager

CiPP: What does RTI mean for Payroll

The government’s aim is to make it easier for employers, pension providers and HMRC to administer PAYE. The CIPP came on board the RTI pilot in April 2012 and share their experience so far.


THE SAGE SOFTWARE THEATRE

ABOUT OUR SPONSORWhen choosing software to use in practice, industry or to recommend to your clients, it’s good to know that Sage’s Accountants’ Division has the experience and knowledge to support and advise you.

The Sage Theatre is designed to share industry knowledge with accountants. We have a number of experts both from Sage and independent industry bodies, ready to talk about relevant issues for accountants such as Real Time Information, Simplified Accounts and Cloud Technology. We also have guest speakers, Spencer Kelly from BBC’s Click and Rachel Bridge, former enterprise editor of The Sunday Times, and writer of five books about successful entrepreneurs.

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HALL 3 FRIDAY

11.00 - 12.00Stephen VorleyProduct Manager for Online Solutions at Sage Accountants’ Division.

Cloud Solutions: the future of accountancy

The future of cloud technology and what it means for your practice.

14.00 - 15.00Rachel BridgeWriter, journalist and public speaker specialising in entrepreneurship, start-ups and growing businesses.

Entrepreneur workshop

Entrepreneur workshop – provides practical advice and guidance to small firm owners about how to be more entrepreneurial and how to grow their businesses by making the most of opportunities around them.

12.00 - 13.00Samantha MannPolicy Team, CIPP


The government’s aim is to make it easier for employers, pension providers and HMRC to administer PAYE. The CIPP came on board the RTI pilot in April 2012 and share their experience so far.

15.00 - 16.00Sage

Simpler Income Tax for the Simplest Small Business

Earlier this year HMRC issued a consultation document “simpler income tax for the simplest small businesses”, including proposals to allow the use of cash based accounts, modified by some fixed rate adjustments, in arriving at business profits for income tax purposes.The proposals are due to come into effect on 6th April 2013.This session presents the most recent guidance from HMRC and discusses the potential impact on accountants and their clients.

13.00 - 14.00Julia WedgwoodSenior Sales Manager, Sage Accountants’ Division

How to make more money by doing less work

We strive to offer the best business support and advice – providing the tools you need to see your practice grow. Here we explain what support we can offer your practice.

16.00 - 17.00Samantha MannPolicy Team, CIPP


The government’s aim is to make it easier for employers, pension providers and HMRC to administer PAYE. The CIPP came on board the RTI pilot in April 2012 and share their experience so far. It’s your chance to gain a rare insight into the RTI PAYE administration process.


THE SAGE SOFTWARE THEATRE

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HALL 4 THURSDAY

11.00 - 11.45Daniel RichardsInsight

The marketplace, the profession and the threats ahead

In just 45 minutes we will share with you the feedback and comments we have gained from hundreds of accountancy firms of all sizes. We will give your our view of the profession, where it’s at now, where it’s headed and the risks facing every accountancy firm. These are the areas we believe you may be hit the hardest over the next few years, and we’ll offer ideas and thoughts on what you can do about them.


A remarkable new App for your firm and its future

As smartphone and tablet use continue to boom, accountancy firms need a simple way of reaching out to clients and potential clients. With an estimated 830 million smartphone users by the end of 2012, it’s a given that most accountancy firms’ customers will be using smartphones. Discover in this 45-minute session the technology trends among firms and how this App in particular can make a positive contribution to your firm’s growth and current client satisfaction.

12.00 - 12.45James PotterInsight

What is LinkedIn and how can it help me?

LinkedIn is the largest social network dedicated to business professionals, with over 10.5 million users in the UK and over 175 million globally, yet many join and then simply wait for the ‘magic’ to happen, whilst opportunities pass them by. If you want to learn how LinkedIn works and the things you should be thinking about in a high energy hour then come along to this session.

15.00 - 15.45James PotterInsight

How to win new clients using Linkedn

Thousands of firms are already making social media work in a powerful way. During this 45-minute workshop, leading LinkedIn expert and presenter James Potter will explain how one accountant has won 11 clients using LinkedIn alone. All high quality clients they had carefully been targeted, two of which were worth over £30,000 per annum in fees. All through just using LinkedIn.

13.00 - 13.45Richard Rouse Insight

How to secure and close high quality, profitable face-to-face appointments

Generating leads, appointments and new business can be an unre-lenting pressure. Some turn to telemarketing and have reported great success. Others do that same but fail in generating substantial leads. This interactive seminar will lift the lid on appointment generation, re-vealing industry secrets and proven ways that you can employ yourself to secure great appointments. What’s more, every delegate will also be given a free CD on how to close the appointments you attend.


Blogs for accountants, why every accountant will end up blogging

This unique seminar is focused on one tool that accountants are already using to their advantage. You will see what they are doing, the blog technology that’s being employed and just why it’s so powerful. Attend this seminar and you’ll learn firsthand how a blog can save you time communicating with clients; increase visitors to your website; replace old, historic and dull emails; and more.


THE PRACTICE GROWTH THEATRE

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HALL 4 FRIDAY

11.00 - 11.45John Brathwaite Insight

Effective digital marketing to win quality new customers

As the entire business world becomes more ‘connected’, the need to actively develop your digital marketing strategy and take your digital reputation seriously has grown. This short seminar has been designed to blow away the mystery and jargon of digital marketing and help you see with clarity how and why this stuff works! You will hear from one of the most respected digital marketing presenters to accountants in the UK.


How to ensure your website is really working

Online marketing is growing and fast, and central to its success is your website. If your website is not right then it will have a negative effect on all your other marketing. Many websites are outdated, poorly constructed with little if any calls to action. So if you have a website, and it’s not really working then this is a must-attend seminar session.

12.00 - 12.45Richard Rouse Insight

Beware of Telemarketing for Accountants

Many accountancy firms try telemarketing and sadly it doesn’t always work. Sometimes significant sums of money got into telemarketing and the result is zero! On the other hand, many firms have used telemarketing successfully and have generated top quality appointments and new clients. This unique session will look at the 6 key reasons why telemarketing for accountants often fails and how you can avoid these common mistakes.


How to write, find and distribute online content with ease

There is a lack of confidence amongst accountants when faced with the prospect of writing something to distribute online, through a blog or social media. Surprising when you consider the profession is overflowing with articles, tips, news stories, tax information. This seminar will show you what to share, how to share and where to get content you can share at the click of just one button.


Direct Mail, Databases and Offline Marketing that Works

This seminar will take you through how to find the perfect database of potential prospects to fit your ‘ideal client criteria’. We’ll share with you new strategies to win handpicked quality clients; how to market to this new list at little or no cost; and much more. We will also share with you proven direct mail strategies you can emulate for great results.


THE PRACTICE GROWTH THEATRE

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HALL 5 THURSDAY

11.00 - 11.45Tony PringleBureau van Dijk

Accountants are the ideal beneficiaries of business intelligence and technology. But are they taking full advantage?

Tony will look at how information is used across accountancy firms. Is information commoditised now? What are the differentiators you should look for so you can use intelligence for your strategic benefit? How has technology evolved and what might you be missing out on?

14.00 - 14.45Wendy RoweCCH a Wolters Kluwer Business

Creating a successful end to end accounting service

Accounting practices are always looking for new sources of revenue and new ways to make work more profitable. Although IT has long been recognised as a way to achieve greater efficiency, many practices still look at their accounting functions in isolation. This presentation will explain the advantages of creating an end to end accounting service. This approach joins up each step in the chain, streamlining the entire process.

12.00 - 12.45Brendan WoodsOCRex Ltd

Using technology to improve profitability with Shoe Box clients.

Many accounting practices have failed to improve their time and cost savings. This can be a major factor in improving profitability when dealing with shoe box clients. In this seminar, you’ll find out how significant savings can be made through the use of software packages designed to reduce these problem areas.

15.00 - 15.45Adam Chetnik & Steve ThornsHosted Desktop

Understanding the Cloud & the Benefits For the Accountancy Sector

This seminar will provide an overview of the Cloud and its application in the accountancy sector. The session is aimed at accountants in practice and businesses who wish to understand more about the benefits and risks associated with Cloud Computing and how they might introduce it into their business. We will define what the Cloud is; introduce the options available to your practice; highlight the benefits; and address the common concerns.

13.00 - 13.45Gary TurnerXero Software

Profiting as an Online Practice

Online accounting tools are changing the way thousands of accountants manage and add value to their client relationships. This session will offer practical insights about the ways in which working with online accounting systems differ from traditional tools, using real world examples of UK firms who now service their clients extensively using online tools.


THE TECHNOLOGY THEATRE

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16.00 - 15.45Dermot HamblinTax Apps

Mobile Apps being used by Accountants and Accountancy firms

Love it or hate it you can’t get away from the fact the world is goingmobile. In this seminar we will overview how the rise in popularity of mobile phone/tablet usage has born a rise to the number of apps available for accountants and their clients. We will look at how they are changing the way we are working and doing business.

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HALL 5 FRIDAY

11.00 - 11.45Raj PatelKashflow Software

An introduction to cloud accounting

In recent years, the term ‘the cloud’ has been used more and more frequently in the mainstream media. You may already know how services like iCloud and Dropbox can change your personal life, but what does the cloud mean for accountants? This seminar will explore how using cloud software can not only help you manage your existing clients more effectively, but also attract more of them.

14.00 - 14.45Warwick Haycock & Jim Gee (PKF Consulting) Advance Business Solutions

Corporate Fraud: Prevention is better than cure

Fraud is a challenging problem and it’s on the rise. This session will focus on how fraud can affect an organisation’s financial stability and profitability, and reveal the solutions now available to allow for the accurate measurement, management and reduction of the cost of fraud to your business.

12.00 - 12.45Simon WarrenCaseware

Practical Implications & Opportunities of the Cloud

This seminar dispels the myth of the Cloud as simply a glorified online document management solution. In this session, discover how the Cloud has the potential to dramatically improve efficiency by changing our working processes, increase data security and eliminating the use of email and could even spell the end of the laptop…all with particular reference to the accountancy sector.

15.00 - 15.45Alison JacksonLindenhouse Software Limited

Understanding Current and Future Legislation to Ensure Safe Electronic Communication

Our recent survey revealed that 75% of practices do not encrypt data contained in emails to clients. A new raft of regulations will make it essential for practices to protect personal data yet it is not widely known how to go about adopting a more secure process. This seminar will provide a legal update on client confidentiality re-sponsibilities and look at the technology options that allow account-ants to communicate electronically in a secure environment.

13.00 - 13.45Marc O’Driscoll & Conrad FordRed Flag Alert

Times are tough for small businesses

Times are tough for small businesses. While some are struggling to stay afloat due to late paying customers, others can’t access the external finance they need to expand. As their most trusted advisors, you need to help them fight these fires and seize new opportunities.


THE TECHNOLOGY THEATRE

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HALL 6 THURSDAY

11.00 - 11.45Chris JonesLexis Nexis

Current Tax Issues & Opportunities

This session will bring you up to speed with all that has happened in UK tax in the past few months. Chris will cover all direct tax developments and tax administration developments of significance. The seminar will include changes in Finance Act 2012 together with case law developments and important announcements by HMRC.

14.00 - 14.45David PeckPremiere Picture

Film Investment Finance Structures

David Peck of Premiere Picture will offer an explanation of the business opportunities available to both high net worth individuals and companies in the growth market of film. The session will include a detailed outline of film financing structures and their respective benefits.

12.00 - 12.45Mark TigheC A Tax Solutions

The need to know niche opportunity

A clear and precise approach to capital allowances surrounding plant and machinery within commercial properties. We will rationalise the misunderstanding around capital allowances and constantly changing legislation that make the field appear complicated and affirm how capital allowances can no longer be overlooked.

15.00 - 15.45David PaulsonTax Assist Direct

TaxAssist Franchise

David Paulson, Franchise Recruitment Manager for TaxAssist Accountants, will discuss the pros and cons of franchising as a route to setting up in practice, examine what you should look for in a franchise and if franchising is right for you.

13.00 - 13.45Maria AustJuimpstart Ltd

Profiting as a connected practice

It’s time for a little clarity… courtesy of Jumpstart, the UK’s leading Tax Credit specialists. Jumpstart will demonstrate how companies not usually associated with research and development can benefit from the Government’s R&D tax credits scheme. It is hoped that this knowledge shared will encourage accountancy firms to look closely at their own client base and investigate further where opportunities may lie within the scheme as a secure way of funding for companies in their portfolio.

16.00 - 16.45Peter FanningThe Chartered Institute of Taxation (CIOT)

Tax Profession in 2022 – From Whence?

A discussion of the forces moulding the tax profession. Peter will speak about how tax policy is made and how you need to be inside the conversation in order to be listened to. Sometimes, political imperatives override all, but quite often we are listened to, and changes are made, and the legislation that emerges is more sensible for it. And that is part of being a member of a professional tax body.


THE ATT & CIOT TAX THEATRE

ABOUT OUR SPONSORWe are delighted to be sponsoring the ATT & CIOT Tax Theatre at Accountex and promote taxation to the accounting and finance directors attending the exhibition and conference. You will find a variety of interesting and qualified speakers on topics which will be useful to all practitioners.

The Association of Taxation Technicians (ATT) is the leading educational body in the field of compliance tax law and practice. The Chartered Institute of Taxation (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.

HALL 6 FRIDAY

11.00 - 11.45Chris Jones & Simon Groom ATT & CIOT

A Career in Tax

If you enjoy working with people, the challenge of problem solving, and an ever-changing, dynamic working environment - then a career in tax is for you! Tax, a mixture of law, administration and accountancy, draws on a huge range of intellectual, presentational and personal skills. The complex and diverse nature of taxation means that tax professionals have a vast array of specialist areas to choose from. One thing is certain, the demands on, and the demand for, tax professionals will not diminish.

14.00 - 14.45Stephen Robert HughesTax Adjusters LLP

A guide to Capital Allowance Property Claims

A simple and straightforward guide to Capital Allowances in respect to commercial property claims, specifically covering fixtures often hidden in the fabric of the building. We will cover the various misconceptions we encounter and the basic mechanics of making a capital allowance claim with particular emphasis on retrospective claims. We will outline the new changes of legislation governing commercial property sales (post April 2012) in respect of fixtures and generating significant tax benefits.

12.00 - 12.45Andrew StanleyStax

The Transference of Capital Allowances at the Point of Sale

When a commercial property is sold, the valuable capital allowances do not necessarily follow the change in ownership. In these times of austerity, businesses are looking to save where they can. With potentially significant amounts of tax relief at stake, advisers need to know what to look for when protecting their clients’ interests. The seminar will outline strategies to follow for buyers and sellers, how to resolve disagreements between parties, and more.

15.00 - 15.45Mark LeeTax Advice Network

Tax Risk Management for Accountants

All good accountants are aware of the need for effective risk management to limit the prospect of negligence claims. This seminar has never been more topical or important. You will hear key highlights from a half-day course presented to thousands of accountants across the UK. And you will receive a free set of full supporting notes and slides from the half day course.

13.00 - 13.45Gill YatesVAT-Penalties Co.Uk

It’s a penalty! Or is it?

Do you think that VAT stands for “Very Awful Tax”? If so, this is a seminar that you will benefit from attending. VAT is commonly cited by accountants as being the tax that they most dread having to advise on. When a firm doesn’t have a VAT specialist, it’s often the case that the person lumbered with having to deal with the VAT queries is nervous about their ability to provide high quality advice.

16.00 - 16.45Bernard CritchleyATT & CIOT

What’s in it for me? Shape Destiny and Provide Value to Clients

Belonging to a professional body is important for job security, promoting your industry and profession, and being able to take advantage of benefits of becoming a member. For those of you who provide tax advice – tax agents and advisers – one of the key upcoming changes is the developing relationship with HMRC. Being part of a representative body and having the opportunity to influence policy and practice is important for developing your business and value to clients.



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HALL 7 THURSDAY


THE INTUIT SOFTWARE THEATRE

ABOUT OUR SPONSORIntuit is investing to deliver awesome product experiences for accountants and bookkeepers in the UK, and our goal is to help you work better with your clients and take your practice to the next level.

We are therefore delighted be to running the Intuit Theatre here at Accountex, delivering seminars covering key aspects of accounting, which will impact the future of your practice. You’ll hear from industry experts, learn about critical new tools, and gain practical advice that will not only make today easier for you, but also help to position you well for tomorrow. Intuit is the global leader in small business accounting software with more than 4.5 million active QuickBooks customers. More than 300,000 accounting professionals use our software to be more productive and help them grow their practices.

11.00 - 12.00Alison BallIntuit

Getting and Keeping High Margin Clients

Every practitioner knows the clients they want to keep, but do you know why you want to keep them? Do you know how to identify your best clients, and get more of them? And do you know how to get them selling for you? Join this session to learn some valuable techniques.

14.00 - 15.00Diana FlierIntuit

RTI For Accountants

Why RTI is in fact an opportunity for practitioners rather than a need to panic. This session will cover:

• What does RTI mean for you and your clients?• What are the main changes for payroll?• Data Quality, Mandatory Data, New Data Fields• Five steps you need to take to prepare for RTI• RTI Checklist• Q&A

12.30 - 13.30Rosalyn HodgsonIntuit

Maximising Efficiency and Profitability, Today and Tomorrow

What tools are essential to a productive office? What techniques can you use to minimise non-value-add tasks, leaving you free to do higher value tasks? And how can you take common client interruptions, and handle them in a way that delights your clients and keeps your staff productive and happy? This session will help you maximise efficiency and productivity.

15.30 - 16.30Charlie Carne, Neil Harvey & Chris WilliamsIntuit

Discover Tomorrow’s Accounting Today: The Future of the Cloud

Designed exclusively for accountants and bookkeepers, the Intuit seminar will cover valuable advice and practical tips to help you discover intuitive streamlining of workflow; understand how to improve client interaction; learn how to increase your pr; and much more. This session is a must-see for accountants in business and in practice.

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HALL 7 FRIDAY


THE INTUIT SOFTWARE THEATRE

Notes

11.00 - 12.00Lubna QuraishiIntuit

Getting and Keeping High Value Clients

Every practitioner knows the clients they want to keep, but do you know why you want to keep them? Do you know how to identify your best clients, and get more of them? And do you know how to get them selling for you? Join this session to learn some valuable techniques.

14.00 - 15.00Diana FlierIntuit

RTI For Accountants

Why RTI is in fact an opportunity for practitioners rather than a need to panic. This session will cover:

• What does RTI mean for you and your clients?• What are the main changes for payroll?• Data Quality, Mandatory Data, New Data Fields• Five steps you need to take to prepare for RTI• RTI Checklist• Q&A

12.30 - 13.30Rosalyn HodgsonIntuit

Maximising Efficiency and Profitability

What tools are essential to a productive office? What techniques can you use to minimise non-value-add tasks, leaving you free to do higher value tasks? And how can you take common client interruptions, and handle them in a way that delights your clients and keeps your staff productive and happy? This session will help you maximise efficiency and productivity.

15.30 - 16.30Neil Harvey & Chris WilliamsIntuit

Discover Tomorrow’s Accounting Today: The Future of the Cloud

Designed exclusively for accountants and bookkeepers, the Intuit seminar will cover valuable advice and practical tips to help you discover intuitive streamlining of workflow; understand how to improve client interaction; learn how to increase your pr; and much more. This session is a must-see for accountants in business and in practice.

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HALL 8 THURSDAY

11.00 - 11.45Michelle CarvillCarvill Creative

Marketing in a digital age

Is your website being utilised as an effective part of your marketing strategy? Is it easily understood and engaging? The seminar covers the impact of mobile, tips and tactics to make your site ‘sticky’ – and looks at practical ways to ensure that those that find you online are compelled to explore further.


Harness the power of social media for career success

This seminar will focus on building and controlling your online brand; avoiding Facebook flaws and twitter traps; how to use LinkedIn to build a network and enhance your CV; and focused tips and advice for accountants. You’ll have the opportunity to ask Mark your burning questions on tax and on social media – make sure you join him to hear more!

12.00 - 12.45Peter Belsey Huthwaite International

Making the most of initial client meetings

Peter will give practical insights into how best to handle initial meetings with potential corporate clients (whether created because of the BAS initiative, through ICAEW referral or via any other means). He will discuss the behaviours and skills most likely to make such a meeting successful and potentially revenue-generating, and so mark the start of a proper business relationship rather than a one-off engagement. You will hear about methods that have been tried and tested by professional services firms around the world, and that you will be able to apply immediately in your practice, whether large or small.

15.00 - 15.45Simon HurstICAEW

Excel saints and sinners

It’s a powerful tool – but while Microsoft Excel can be an accountant’s best friend, it’s often misused or abused to potentially disastrous consequences. Excel expert and author Simon Hurst looks at some of the worst sins he’s seen in 20 years of working with Excel power users – and how you can avoid them.


THE ICAEW THEATRE

ABOUT OUR SUPPORTERICAEW and lead media partner economia are delighted to host our seminar theatre and look forward to seeing you at one of our interactive sessions.

We have a fantastic line-up of speakers including Duncan Cheatle, founder of the Supper Club and Start Up Britain and Michelle Carvill from Carvill Creative. Topics covered are varied and range from top tips n social media and Excel, to making the most of your client meetings. The sessions are intended to be engaging and informal.

Why not join us for breakfast, meet Chairman of Cobra Beer Partnership, Lord Bilimoria, CBE, DL, and enjoy the relaxing surroundings of our lounge as you try out the newly launched economia magazine app?

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HALL 8 FRIDAY

11.00 - 11.45Michelle CarvillCarvill Creative

Marketing in a digital age

Is your website being utilised as an effective part of your marketing strategy? Is it easily understood and engaging? The seminar covers the impact of mobile, tips and tactics to make your site ‘sticky’ – and looks at practical ways to ensure that those that find you online are compelled to explore further.

14.00 - 14.45Simon HurstICAEW

Excel saints and sinners

It’s a powerful tool – but while Microsoft Excel can be an accountant’s best friend, it’s often misused or abused to potentially disastrous consequences. Excel expert and author Simon Hurst looks at some of the worst sins he’s seen in 20 years of working with Excel power users – and how you can avoid them.

12.00 - 12.45Peter Belsey Huthwaite International

Making the most of initial client meetings

Peter will give practical insights into how best to handle initial meetings with potential corporate clients (whether created because of the BAS initiative, through ICAEW referral or via any other means). He will discuss the behaviours and skills most likely to make such a meeting successful and potentially revenue-generating, and so mark the start of a proper business relationship rather than a one-off engagement. You will hear about methods that have been tried and tested by professional services firms around the world, and that you will be able to apply immediately in your practice, whether large or small.

15.00 - 15.45Duncan CheatleThe Prelude Group and the Supper Club

From trusted to most valued: what high-growth owner managers want from their accountant.

Duncan aims to discuss how accountants can make sure they are offering the services that their clients will really value. His point is that while some accountants are still worrying about whether the profession is trusted, he would prefer to see accountants as the most-valued business advisors.


Harness the power of social media for career success

This seminar will focus on building and controlling your online brand; avoiding Facebook flaws and twitter traps; how to use LinkedIn to build a network and enhance your CV; and focused tips and advice for accountants. You’ll have the opportunity to ask Mark your burning questions on tax and on social media – make sure you join him to hear more!


THE ICAEW THEATRE

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est 1989

For over 23 years now the Certified Public Accountants Association (CPAA) has been helping, supporting, training and regulating accountants engaged in public practice.

Most of our 1,200 members are engaged in public practice in the UK and we also have several chartered accountants in our midst.

stringent professional standards

At CPAA we take 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 of work and service high. Our Association was founded in 1989 to offer a British version of the worldwide-respected CPA qualification here in the UK.

Over two decades later and the CPAA, as we are now known, has expanded outside of its core membership in public practice. We now welcome accountants engaged in industry and commerce, the public sector, and those based in other countries.

servicing over 300,000 clients

CPAA members have a client base exceeding 300,000.Whether they are sole traders or partners in firms they areproud to offer a wide range of services, including:

• Financial accounting and accounts preparation • Budgeting and forecasting • Management accounting • Business planning • Book-keeping • Limited Assurance engagements • Taxation services (personal and business; corporation; VAT; Capital Gains) • Payroll processing

for more information CPAA Head OfficeOnward Buildings207 DeansgateManchesterM3 3NW

[email protected]

Tel: 0161 834 5998Fax: 0161 833 1422 www.cpaauk.org

Birmingham OfficeGround Floor

One Victoria SquareBirmingham

B1 1BD

t: 0121 314 9022f: 0121 314 9023

London Office100 Pall Mall

St JamesLondon

SW1Y 5NQ

t: 0203 355 9335f: 0203 355 9336

Head Office11a Goose Green

AltrinchamCheshire

WA14 1DW

t: 0300 303 1903f: 0300 303 1902

Contact us today to find out more or find us at stand A554

t: 0300 303 1903e: [email protected]

w: www.cataxsolutions.com

Why C A Tax Solutions?

• WeworkalongsidesomeofthelargestaccountancyfirmsintheUKinhelpingthemtoidentifyopportunitiesfortheirclientstoreducetheirtaxliabilities;

• WearethelargestspecialistCapitalAllowanceCompanyintheUKandhaveanenviabletrackrecordwithHMRC

• WedonotchargeanyfeeuntiltheclaimhasbeenacceptedbyHMRCandtheinitialbenefitoftheexercisehasbeenrealised.

• Shouldwefailtoidentify£50,000ofpreviouslyunclaimedcapitalallowancesthennofeeswillbechargedwhatsoever

• Wehave£1Mprofessionalindemnityinsuranceperreportissued

Wespecialiseincarryingoutretrospectiveandnewbuildcapitalallowanceclaimsforallentitiesinrelationtocommercialpropertiesrightacrossthecommercialsector.Theclaimswedealwithleadtosignificanttaxrefundsandreducedtaxliabilitiesallowingyoutoaddgreatvaluetoyourclients.

In case you didn’t know, right next door to Accountex, and happening at the same time, is another event you might be interested in. In fact, you’ve probably heard of it – it’s called The Business Show.

The Business Show is open to anybody wishing to start, grow or improve their business. The show has been running for some 12 years, and in that time has grown to giant proportions, harbouring 350 exhibitors, 250 seminars, dozens of workshops, three huge networking features, chances to pitch to millionaire investors, and of course, lots and lots of businesspeople. Last May’s event brought in over 20,000 visitors (many of which were accountants and financial directors), and this November will see a further increase in numbers, cementing it as the UK’s biggest ever business event.

The Business Show organisers are an innovative bunch, relentlessly thinking up new ways to help ideas get off the ground and businesses reaches full potential. So whether it’s an interactive workshop on a time-saving piece of software, or some top advice on reenergising your marketing materials – you can rest assured it will all be at November’s Business Show.

The event plays host to several networking events including the immensely popular Speed Networking, where you’ll make dozens of connections in just minutes. And visitors can even use the Show to secure investment, with Midas Touch and Angels Den back again for November, meaning visitors have a platform to pitch to a panel of multimillionaires for real capital investment.To book your place at any of the features, register.

THE BUSINESS SHOW


The Business Show is really two shows in disguise: Business Startup Show (for those starting a business), and the Great British Business Show (for those growing a business).

The two successful shows have converged to create the UK’s biggest business show, offering information, advice and resources spanning every area of business imaginable.

Step next door to see for yourself. You’ll find business owners of all descriptions, from property magnates to little boutique owners, all searching for new ways to improve what they’ve got or give their bright idea some legs.

for your free tickets, and find out more, simply visit www.bstartup.com. All features book up very quickly, so to ensure you get a session, best book early.

This November will also see brand new educational workshops, adding to an already impressive collection run by the likes of Sage and Intellectual Property Office. These workshops have been designed to ensure visitors are kept up to date with the very latest, practical information.

And, of course, The Business Show will present an all-star speaker line-up, featuring £billion negotiator, Clive Rich, Dragons’ Den’s James Caan, and 248 other brilliant seminars, all delivering advice on everything from branding to budgeting, CRM to SEO.

So if you aspire to be the next James Caan, see his seminar in the Keynote Hall; if you have designs on boosting your online presence, go to an internet marketing workshop delivered by the experts; if you want to find out about the latest technologies and business tools available, talk to a specialist exhibitor. The Business Show really does offer everything you could possibly need to start or grow your business. And it’s right next door to Accountex.

Business Startup ShowAre you starting a business? As the industry-leader, Business Startup is free for anyone thinking about starting or expanding a business. With over 250 seminars, over 350 exhibitors, advice, opportunities, and much more, can you afford to miss out?

The Great British Business ShowGrowing your business isn’t just about buying that bit of machinery or leasing that new building. Growing too quickly can be your downfall, so careful financial planning and the right advice is key to progressing your business. The Great British Business Show is a free resource to help your business flourish.

All handpicked and relevant to visitors, The Business Show exhibitors boast the latest tools and technologies to help businesses get off the ground and growing.

That’s not a typo. There really are 250 seminars over two days at The Business Show, offering an unparalleled schedule covering the most pertinent of topics – from social media marketing to employment law.

With several networking features, chances to pitch for investment, dozens of interactive workshops and lots more – the scale of the event is staggering.

2012THE BUSINESS SHOW

350 EXHIBITORS

250 FREE SEMINARS

COUNTLESS OPPORTUNITIES


THEGREAT BRITISHBUSINESS SHOW

Predicting Future FailuresIs Easy With Company Watch

At Company Watch we specialise in only one area:Managing Financial Risk. We provide expertise in trackingand predicting the future financial health of companiesworldwide. In fact, we have predicted around 90% ofcompany failures in advance over the past 14 years.

What does this mean for the accountancy world?

You will be able to demonstrate added value to yourclients by protecting them against customer failures,therefore improving their bottom line profits

You can ensure that business development is focusedexclusively on those clients that are sure to be aroundtoday and in the future

You can secure your supply chain to avoid unexpectedfailures from key suppliers

Making the right decisions for now and the future.Company Watch is the only organisation which canhelp you make the right decisions not only for today– but also for tomorrow.

We recognise that the decisions you make todaywill affect both your and your clients' future profits.

We base our predictions on complex, provenproprietary mathematical models to make your lifeeasier and to keep you one step ahead.

Company Watch Limited 312 Coppergate House 16 Brune Street London E1 7NJ Tel: +44 (0)20 7721 8440 Fax: +44 (0)20 7721 8436 www.companywatch.net

hindsight in advance

Why leave your or your clients' future to chance?

Contact us on the stand A210 or at:

Follow us on Twitter @Company_Watch

[email protected]

Whether you are operating within aPractice, Business or the Public Sector,Company Watch offers a unique suite ofproducts that enable you to predict thefuture financial performance of your oryour client's business with accuracyand confidence.

see us at

stand no. A

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Want to save 90% of the time and costs taken to do bank reconciliations and analysis for Shoebox clients. AutoRec Bank Reconciliation does exactly that.

Try AutoRec Software Free for 14 days.• Full feature trial including export functionality• Valid for 14 days from time of activation• Valid for 20 statement pages• Full telephone and email support• 10 minute personal training webinar

Seahorse(UK) Limited

How should I price my services?

How do I attract clients?

How can I increase my profit?

Where do I start?

What do I do when I have work that I don’t have theknowledge or time to complete?

These are all questions to think about when starting or growing your practice. At Seahorse (UK) Limited we can help. Our services include mentoring, marketing plans, start up advice and websites.

We can also be there as a back up, to carry out work you don’t want to, or don’t have the capacity to do.

We offer the support of a franchise but without the long-term tie-in, loss of control or long-term costs.

Working on an adhoc basis, we can help you as much or as little as you require, Working on an adhoc basis, we can help you as much or as little as you require, allowing you to run your business, your way.

Come and speak to us on stand A512 at Accountex to see how we can help, call us on 01268 417631 or visit our website

www.seahorseuk.co.uk

At Premium Credit, when it comes to professional fee funding, we have an unrivalled insight into the requirements of both clients and practices. We have enjoyed over 10 years of success in helping practices to provide payment options to their clients.

How will FeePlan benefit your practice?

Flexible payment terms. Your practice chooses which option is more appropriate for your clients. National team of dedicated Business Managers who will provide on going support. 24/7 online service available. Upon completion of the work and the client’s request to pay by instalments, the practice receives 100% of the fees. Available to members of the following approved bodies: ICAEW, ICAS, ACCA and CAI Ulster Society.

How will FeePlan benefit your clients?

The convenience of paying by monthly Direct Debit rather than paying the full fee upfront. Improve cashflow. No arrangement fee. Independent to existing banking facilities. Competitive transaction fee providing a cost effective way to pay fees.

Visit us at stand A332 to find out more or contact us at:

[email protected] 736 9818

Specialists in collecting fees by instalments

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INVESTING IN A FRANCHISE WHAT TO CONSIDERIT’S AN OFTEN CLICHE IN FRANCHISING THAT “YOU ARE IN BUSINESS FOR YOURSELF BUT NOT BY YOURSELF” THOUGH LIKE MANY SUCH CLICHES IT RINGS TRUE.

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This article has been written for people that are either working in practice or industry but are now considering establishing their own practice…

It’s amazing how we interact with a franchise on an almost daily basis often without even realising it – from getting your morning coffee on the way to work, grabbing the lunchtime sandwich, even


saying goodnight to the office cleaners as you leave work.

Franchising in the UK is big business. According to the latest British Franchise Association (www.thebfa.org) and NatWest Bank survey, the UK Franchise Industry generated £12.4 billion revenue in 2010 and 90% of franchisees claimed their business traded profitably.

THE PROS

• A tried and tested business model• Training• Access to funding• Ongoing support• Strength in numbers• Recognised brand

THE CONS

• Restricted to the business model• Can be a higher investment• Territory based• Locked in for a fixed term• Not a guarantee of success

So, if you are looking to set up in practice then why not look at one of the accountancy or bookkeeping franchises that are available today? The below will give you some food for thought, but for more information, and to find out if buying a franchise is right for you, come and see us on stand A344.

TaxAssist Accountants visit www.taxassist.net or call 0800 0188 297.

JEREMY KITCHIN ACCOUNTANCY PRACTICE M & A LTD TRADES AS APMA

Visit our enclosed stand [A322] for a confidential chat about the future of your practice, whatever your interest: succession planning, buying into a practice, practice development & marketing, goodwill valuation, etc.

We work on a no success, no fee basis!

APMA has not failed to sell any practice or block of fees, within the Vendor’s agreed parameters, during the past quarter century!

Jeremy has been serving the whole of the UK since 1973. Jeremy now works alongside his daughter, Lucinda.

ACCESS YOUR OFFICE ANYWHERE WITH THE CLOUDThe ‘cloud’, essentially a buzzword for the Internet, refers to web services and applications that are provided from the Internet, stored on the Internet and accessed via any Internet enabled device.

There are many commercial advantages to cloud computing - it reduces the need for expensive hardware, software updates and IT support; it makes businesses more flexible by enabling them to easily access their data from anywhere with an Internet connection; and it provides business continuity in the event of a critical incident.

Hosted Desktop UK (HDUK) provides cloud computing services to accountants across the UK. Our team have over 25 years experience in the accountancy sector and more than 1,200 users currently benefit from our “office anywhere” cloud solution.

At HDUK all software applications and client data is stored on our own servers in military secure UK data centres and made available to our clients over the Internet.

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CLOUD COMPUTING IS REVOLUTIONISING THE WAY WE USE IT IN BUSINESS.

Our accountancy clients tell us that our cloud solutions provide them with IT reliability, flexibility and value for money.

Come and visit us at stand A352 to speak to one of our team of experts and explore how cloud computing can benefit your business. For all Accountex delegates we are running a special show offer – 3 months free hosted desktop if you sign up with HDUK by 07/12/12. Anyone visiting our stand can also enter into our free prize draw with a chance to win a new iPad.

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THE UK’S LEADING SPECIALISTS IN ACCOUNTANCY PRACTICE MERGERS & ACQUISITIONS

APMA’S SERVICES TO THE PROFESSIONFor over 39 years Jeremy Kitchin has been taking instructions from practitioners:

We arrange introductions:

• For sellers to a suitable short list of purchasers• For purchasers to suitable vending firms and individuals• For merging firms with other merging firms• For partners and partner-designates to practices• To funding sources• To solicitors with practice M & A experience

And we provide consultancy services by advising on:

• The valuation of your goodwill• How to increase your profit• The enhancement of goodwill• Practice development through marketing• Repositioning your practice in the marketplace• The disposal of your unprofitable fees for a capital sum• The crystallisation of your goodwill• The ramifications of joining a consolidator.

www.apma.co.uk

Our key services include:

• Hosted Desktop• Hosted Application

(specialist software applications)

• Hosted Exchange (email)

• Hosted Server• Hosted SharePoint• Hosted Websites


ENHANCING YOURREPUTATION WITH TAX CLIENTS

Modern tax professionals have to be equipped to communicate effectively, deliver out-of-the-box strategic thinking, and big-picture perspective, in order to compete in an exceptionally competitive market. In a dynamic and fast paced industry, working with tax clients requires not only analytical ability, but also excellent problem solving, and commercial skills.

The UK has one of the longest and most complicated tax codes in the world. And as professional services as a whole, including tax advisers,

TAX IS A MIXTURE OF LAW, ADMINISTRATION AND ACCOUNTANCY AND IT DRAWS ON A HUGE RANGE OF INTELLECTUAL, PRESENTATIONAL AND PERSONAL SKILLS.

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accountants and lawyers, are estimated to contribute over 25% of UK GDP, tax professionals are an essential part of the economic system.

Businesses and individuals need tax specialists to guide them through the complexity and ensure they pay the correct amount of tax. After staffing costs, tax is often the second largest cost to an organisation.

HM Revenue and Customs acknowledge that without tax specialists, businesses and individuals would struggle to calculate their liabilities correctly,


compliance rates would tumble and the system would risk collapse.

And where can these tax specialists come together in the UK?

The two professional tax bodies in the UK are the Association of Taxation Technicians (ATT) and the Chartered Institute of Taxation (CIOT).

The Association of Taxation Technicians (ATT) is the oldest and largest professional body for UK tax compliance services and related activities.

The primary objective is to promote education and the study of the administration and practice of taxation for public benefit and to provide an appropriate qualification for tax compliance work.

The Chartered Institute of Taxation (CIOT) is the leading body in the UK for tax professionals concerned solely with taxation. It is committed to the advancement of tax practice, high professional standards, training and technical knowledge, increasing public understanding of tax matters and engaging with legislators and tax authorities.

How does this help you as a tax professional? Being part of a professional tax body provides:

A MARK OF EXCELLENCE

The 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 com-pliance service or tax advice to their clients.

SUPPORT IN YOUR PROFESSIONAL DEVELOPMENT

Built in support to enable you to keep up to date with all developments in the tax system in the areas in which you practice.

A FAMILY OF TAX PROFESSIONALS

Take part in technical and networking 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-MAKING

Have the opportunity to contribute to HMRC consultation responses and proactively participate in suggestions for improvements.

“Our partnership with tax agents is essential for successful tax administration in the UK. We recognise the contribution that agents make to the smooth running of the tax system by providing support to many people and businesses in dealing with their tax affairs.”

Melanie Dawes, Director General Business Tax, HMRC, May 2011

THE ELECTRONIC AND LEGALLY ADMISSIBLE SIGN-OFF OF DOCUMENTS THROUGH THE CLOUD

Most people aren’t aware that it’s illegal to email data between an accountant and a client and a new raft of regulations is set to add yet another layer of complexity that will make it essential for privacy policies and data storage/document manage-ment processes to be EU compliant.

The answer lies in a fiendishly clever piece of technology - Virtual Cabinet – that provides a real and tangible solution to growing concerns about the control and security of digital information. It simplifies document authorisation with a secure and legally admissible end-to-end automated delivery process through an integrated portal. Each document is given a Global Unique Identifier (GUID) and users can prove that the published document is the correct and agreed version.

This is how it works. Once an accountant has produced his client’s Tax Return, rather than print and post it, to the client for their approval, they simply publish it to the Portal in the “cloud” for the customer to digitally sign. No paper, no hassle, lots of time and money saved for all concerned. The process is fast and efficient and allows users to securely upload their documents to a hosted portal environment by a click of a button.

Developed by Lindenhouse Software, who has over fifteen years of experience in document management, Virtual Cabinet enables letters, emails and other documents all to be stored on computer in a safe, secure, easily retrievable form.

For the duration of the show Lindenhouse will be demonstrating how the Virtual Cabinet can be used for the

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MOST PEOPLE AREN’T AWARE THAT IT’S ILLEGAL TO EMAIL DATA BETWEEN AN ACCOUNTANT AND A CLIENT AND A NEW RAFT OF REGULATIONS IS SET TO ADD YET ANOTHER LAYER OF COMPLEXITY THAT WILL MAKE IT ESSENTIAL FOR PRIVACY POLICIES AND DATA STORAGE/DOCUMENT MANAGEMENT PROCESSES TO BE EU COMPLIANT.


electronic sign-off of documents to meet proposed EU Directives covering secure information transmission. We think you will be surprised just how fast, efficient and cost effective the Virtual Cabinet can be.

And you won’t be alone. More than 2,000 UK organisations, including accountancy practices large and small, already use the Virtual Cabinet as their preferred document management system for accurately processing all correspondence, legal and accounting files, emails, in fact, virtually everything that used to get lost in traditional cabinets.

“Today, every firm has to deal with increasing levels of documentation. It’s been worked out that it costs £16,000, in paper and staff time to fill up a four-drawer filing cabinet – so why have one?” asks Alison Jackson, co-founder of Lindenhouse.

A strategically developed docu-ment management system, that incorporates portal technology, is the new backbone of successful organisations and cloud-based solutions are the way ahead.Users can file, record, scan, ac-cess, digitally sign, and exchange documents in a secure environ-ment via a standard browser.

Accept it or resist it, the world is experiencing a technological revolution where advances in information management and customer communication are returning ever higher levels of productivity, cost savings and efficiency. Portal technology is not smoke and mirrors – it is here now and hundreds of firms are already using portals to transform secure communication with their clients. What is there not to be excited about?

www.virtualcabinet.co.uk Telephone: 0845 166 1165

50% FASTER, MORE EFFICIENTFINANCIAL REPORTING

INCREASE YOURPRACTICE INCOME ST

AN

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534

WITH OVER 300,000 USERS AROUND THE WORLD, CASEWARE HAS BECOME THE LEADING SUPPLIER OF FINANCIAL REPOSTING AND PAPERLESS AUDIT SOLUTIONS TO PRACTICES, BUSINESS AND THE PUBLIC SECTOR.

BCMS IS THE UK MARKET LEADER IN SELLING PRIVATE COMPANIES (EXPERIAN M&A 2012).

CaseWare’s saves its clients time and money whilst improving processes and reducing risk of error, as proved by David Talbot of M&A Partners. “We halved the time it takes for us to produce a set of accounts for two years in a row. That results in lower fees for our clients and our staff are able to offer additional strategic services to our clients.” In addition, in ICAEW’s 2011 IT in Accountancy Practices survey, 100% of CaseWare’s practice clients said they would recommend its Accounts Production package.

Used across the practice market from sole practitionersup to Majors, CaseWare is now used by almost 50% of the Top 100 practices in the UK. What’s more, following the arrival of iXBRL, CaseWare has become the first choice solution for increasing numbers of private enterprises and PLCs seeking to gain increased

We already partner with 1,600 professional practices in the UK alone. Visit our stand to discover how you can benefit from participating in our generous referral scheme, free marketing support, free marketing collateral and educational materials.

Even if your practice already has a corporate finance function there will always be projects that are too sensitive, too international, too time-consuming, to really fit your own team’s profile. With BCMS you can avoid saying no to a client, whilst making as much (or more) in profit from a referral as you would have done from the substantial labour you have now saved yourselves!

BCMS is situated at Stand No A326, so please do drop in and pick up more about this opportunity.

efficiency from their accounting functions.

CaseWare ‘s financial reporting tools include: CaseWare Accounts Production with automated iXBRL, Paperless Audit; specialist industry templates such as Charities and Pensions; Practice Management and Business Analysis. 2012 has seen two key additions; CaseWare Corporation Tax which seamlessly integrates with Accounts Production and its Academies Accounts and Audit solution. On top of this, over the next few months, CaseWare’s new ground-breaking cloud solutions will be integral to changing the way the profession works.

Find out more about CaseWare at our stand, A534, and online at www.caseware.co.uk.


We are very happy to discuss whether particular types or size of company are relevant. Dr Mike Sweeting will be explaining the Partner Referral Programme during his seminar in the ‘How To’ room at 12pm on Thursday.

We are also happy to respond to emails at [email protected] if, for instance, you wish to book a short consultation with him or a colleague.

The Programme does not fit for every practice, but it does fit for most. ‘Pay aways’ are substantial. The work for you is absolutely minimal. Our marketing support can also have strategic benefit for smaller practices, whilst providing a real boost for mid-sized multi-site ones. See you soon!

AATAAT is the leading professional membership body awarding skills based qualifications in finance and accountancy. We work across the globe with around 125,000 members in more than 90 countries. Our members are represented at every level of the finance and accounting world, including students, people already working in accountancy and self-employed business owners.

AAT members are ambitious, focused accounting professionals, many occupying senior, well rewarded positions with thousands of employers - from blue-chip corporate giants to public sector institutions. In short, an AAT qualification is a route to some of the most in-demand skills in the world, and provides a professional status you can be proud of.

AAT (Association of Accounting Technicians) award around 90% of all vocational qualifications in accounting, and are sponsored by the professional accounting bodies CIPFA, ICAEW, CIMA and ICAS.

CHARTERED INSTITUE OF MANAGEMENT ACCOUNTANTSCIMA, the Chartered Institute of Management Accountants, is the world’s largest professional body of management accountants, with 195,000 members and students in 176 countries. CIMA works closely with employers, constantly updating its qualification, professional experience requirements and continuing professional development. CIMA is the most relevant qualification for business, in both the public and private sectors, developing financially qualified leaders, who are pioneers in business.

And that’s not all; CIMA now gives you more. When you become a CIMA member you will also be a Chartered Global Management Accountant (CGMA). CGMA is the new global designation for management accountants. It is powered by the American Institute of Certified Public Accountants (AICPA) and CIMA, two of the world’s most prestigious Accounting organisations.

ECONOMIA The magazine for ICAEW members, economia offers essential technical accountancy content, plus a broader range of material covering business, economics,management and finance. Informative, engaging and entertaining, economia is not just a print magazine but a multi-channel member communication portfolio for ICAEW, including a monthly magazine, editorial rich website, news-based weekly email and a newly launched mobile app.

economia.com provides the same high level of insight and analysis as in print, along with constantly updated news and daily content. Additional material includes multimedia reports, blogs and the opportunity for readers to comment and get directly involved in debates. You can comment on articles online and join the discussion via social media.

ASSOCIATION OF CHARTERED CERTIFIED ACCOUNTANTSACCA (the Association of Chartered Certified Accountants) is the global body for professional accountants, with 67,000 members in the UK alone. We support our members wherever they work, helping them to meet the current and future needs of international business.

We emphasise the important roles accountants play in both the private and public sectors, promoting their role as advocates of sound business practices, champions of sustainable business development and identifiers of value drivers which lead to high-performing organisations. A significant number of our members work with, and for, small and medium sized businesses (SMEs) and we support them and all our members with technical advice delivered via newsletters, our website, blogs and other social media, as well as a programme of regular research, conducted by policy experts.

We use our expertise and experience to work with governments, donor agencies and professional bodies such as the International Federation of Accountants (IFAC) to develop the global accountancy profession and to advance the public interest.

THANKS TO OUR SUPPORTERS

ICAEW 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 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 they work for. They support individuals, organisations and communities to help create long-term economic and social value. Because of us, people can do business with confidence.

Come and join us at stand A330 for a coffee and a chat, or take part in one of our interactive workshops. Along with our media partner economia, we’ll also be showcasing our products and services – including our brand new economia app – and how we support practitioners in the wider accountancy profession. And why not join us for breakfast, along with Chairman of Cobra Beer Partnership, Lord Bilimoria, CBE, DL, and enjoy the relaxing surroundings of our lounge as you try out the newly launched economia magazine app? We look forward to meeting you!


ICPAThe ICPA is a professional organisation run by Accountants in Practice for ALL Accountants in Practice whatever their Institute membership or indeed if they are qualified by experience.

Practitioners today deserve an organisation dedicated to their needs and their needs solely that actually understands the pressures and concerns that affect them on a daily basis. ICPA is an organisation that listens to and helps its’ members.

To this end the board of ICPA have set in motion a range of over 30 membership benefits including PI cover, Fee Protection, Helplines, Books, Software, Office Insurance, Discounts, Online CPE & Lectures, Income Generation & our renowned magazine “Accounting Practice”. Benefits which every practising Accountant would welcome.

To find out more please come and see us on stand A320 or check out our website at www.icpa.org.uk or give us a call on our Freephone number 0800 074 2896.

ACCOUNTANCY AGEAccountancy Age was first published on 5th December 1969, with the remit to be an independent vehicle for news, commentary and opinion for the accountancy profession. 43 years later Accountancy Age is still the leading independent voice for UK accountants, now delivering content over various channels including: • The British Accountancy Awards• Accountancy Age Daily newsletter• Accountancy Age Essentials• The Accountancy Age Top 50+50• Accountancyage.com• Accountancy Age eLearning• AccountancyAgeInsight, the online

reference library for finance professionals• Accountancy Age Webinars, live events

online. With content produced by award winning journalists as well as members of the profession, and editorial created specifically for Accountants, Accountancy Age is still the place to go for your information needs.

INSTITUE OF FINANCIAL ACCOUNTANTS 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 members and students in more than 80 countries with a programme of professional qualifications and education as well as resources, events, training and seminars. The IFA is a full member of the International Federation of Accountants (IFAC) the global accounting standard-setter and regulator. We have also been formally recognised as an awarding organisation by Ofqual, the UK public body responsible for maintaining and monitoring standards for general and vocational qualifications and examinations, underlining the quality of our work and the integrity of our qualifications.

INSIGHT MARKETING Looking for new clients but not sure how to get them? Is your accountancy firm wanting to improve their marketing but not sure on the best way to go about it? Are you wanting to get more from your online marketing and social media but not sure where to start? Perhaps you’re looking for consultancy or help with implementation?

The great thing about Insight is that we offer accountancy firms with proven, tried and tested sales and marketing solutions, training and products. So whatever your firm is looking for either online or offline - if it’s to do with practice growth, then Insight can help.

Find out more online at www.salesforaccountants.com

TAX ADVICE NETWORKThe Tax Advice Network is the UK’s premier independent network of vetted tax experts. Over 5,000 UK accountants benefit from our services.

Register to receive our unique weekly newsletter for general practice accountants. It always contains 3 timely, topical and commercial tax tips. Try it now without any obligation.

Use our simple search facility to source a tax expert when you or your clients want help to resolve a challenging tax problem.

The Network is Chaired by Mark Lee, a former tax adviser, partner and pastChairman of the ICAEW Tax Faculty. One of the most networked accountants in the UK he is also a popular speaker, writer and blogger.

The Network celebrates its 5th birthday while exhibiting at Accountex and Mark will also be speaking. Come along to stand A542 or attend his talk: “Boring Is Optional: How to overcome the Stereotyping and be a more successful Accountant”. www.TaxAdviceNetwork.co.uk

THANKS TO OUR SUPPORTERS


EXHIBITOR LISTINGS


AAT0845 863 0802www.aat.org.uk

Stand number A450

The Association Accounting Technicians (AAT) is the UK’s leading professional accountancy body, awarding around 90% of all vocational qualifications in accounting. Founded in 1980, we have over 125,000 members worldwide, and are sponsored by the UK’s leading chartered ac-countancy bodies: CIPFA, ICAEW, CIMA and ICAS.

ACCA020 7059 5000www.accaglobal.com

Stand number A444

(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 man-agement.

Access Pay (UK)0845 111 0563www.accesspay.com

Stand number A412

AccessPay provides next genera-tion cloud based solutions that transform payments, Cash Man-agement and Treasury systems. Our subscription based pricing means no more set-up fees. All our solutions are HMRC-RTI and SEPA compliant.

Accountants Changing The World www.accountantschangingth-eworld.com

Stand number A452

Any accountant can change the world. One business at a time. Accountants Changing The World not only shows you how, but also gives you, for FREE, all the soft-ware, tools, resources, training and guidance you need to actu-ally do it. Everything you need, in fact. And all for free.

accountingcpd.net020 7582 3309www.accountingcpd.net

Stand number A514

accountingcpd.net is an online re-source for high quality accounting CPD that really makes you think. Our courses meet the require-ments of all of the UK accounting bodies’ CPD regimes and are available 24/7 so that you can do your CPD whenever and wherever it suits you, your family and your Clients!

accountsIQ01892 888425www.accountsiq.com

Stand number A324

Specifically designed for ac-countancy practices and business process outsourcers. accountsIQ is widely used in the UK, Ireland, Australia and the USA and our clients include Top 5 international firms down to sole traders. Its ac-countant specific features include - *Practice Layer to enable your practice to setup your clients’ us-ers with individual screen / report access and manage the entire client base from a central dash-board. *Can be white labelled as your firm’s own solution to

Acorah Software (TaxCalc)0845 5190 883www.taxcalc.com

Stand number A654

Trusted by tens of thousands of practices, SMEs and consumers, TaxCalc has won the practice-voted Sift Software Satisfac-tion Award’ for 4 years straight and covers return production (personal, partnership, trust, corporation), final accounts and anti-money laundering.

Advanced Business Solutions01582 714810www.advancedcomputersoft-ware.com/abs

Stand number A224

Advanced Business Solutions develops and delivers integrated financial management solutions to the public, private and third sectors. Our flexible suite can be deployed in-house or as a cloud based application and contains the full spectrum of business ac-

counting functionality extending core finance processes beyond the finance department.

Affilica InPractice Software Ltd01323 722106www.AFFILICA.com

Stand number A256

Alliance of independent firms of Accountants and Lawyers who refer their clients’ out-of-country work to each other. Worldwide marketing stimulates new client enquiries and provides global sta-tus. InPractice Audit Manual: The Cost-Effective Method reduces audit work time by 40%.

Association of Taxation Technicians 020 7340 0551www.att.org.uk

Stand number A562

Association of Taxation Techni-cians is a charity and the leading professional body for those providing UK tax compliance services and related activities. Be-ing a member of the ATT will help you stand out from the crowd no matter where you are in your career.

Auditel0800 583 3355www.auditelfranchise.co.uk

Stand number A350

Would you like to use your ac-counting and financial skills to build a satisfying and prosperous home-based consultancy? Estab-lished in 1994, Auditel is the UK and Ireland’s favourite cost man-agement franchise with over 200 highly-skilled specialists. Many have joined from an accounting background.

AVN08444143192www.avnchangingthenumbers.co.uk

Stand number A314

AVN is an association of account-ants who believe there’s a better way to do things. We’re commit-ted to making the UK’s owner-managed accountancy firms the most successful and enjoyable to run in the world, through the

provision of resources, tools and support for our members.

B1G1006568982446www.b1g1.com/buy1give1/

Stand number A510

Buy1GIVE1 (B1G1) is a global business giving initiative launched in 2007 in Singapore. It is a social enterprise, composed of a for-profit corporation, Buy1GIVE1 LTD, and a registered Society, B1G1 Giving. It pro-vides a program with a specific transaction-based giving model to SMEs around the world. In B1G1’s program, 100% of contributions made by B1G1 Business clients are directly passed to its partner Non-profit organizations(NGOs).

BCMS Corporate Ltd 01635299616www.bcmscorporate.com

Stand number A326

BCMS is the UK market leader in selling private companies (source Experian M&A). We already partner with 1,600 professional practices. Visit our stand to dis-cover. how you can benefit from our generous referral scheme, free marketing support, market-ing collateral and educational materials.

BHP Information Solutions0117 904 2224www.bhpinfosolutions.co.uk

Stand number A414

BHP is a content marketing agency that can help market your firm to small and medium sized businesses. With more than 20 years’ experience we can help you use business content to acquire and retain profitable clients.Please visit our website to find out more or call us on 0117 904 2224.

Bloomsbury Professional01444 416119www.bloomsburyprofessional.com

Stand number A316

Bloomsbury Professional special-

EXHIBITOR LISTINGS


ises in publishing great-value tax and accountancy information for small to medium-sized prac-tices. We publish clear, concise, professional information that’s easy to find your way around, from online services and eBooks to traditional books, newsletters, journals and looseleafs.

BookMarkLee0845 003 8780www.BookMarkLee.co.uk

Stand number A542

Mark’s personal website contains his blog for Ambitious Account-ants. Updated weekly there are around 500 posts and articles across a range of topics including: social media, twitter, linkedin, pricing, networking, career devel-opment, adding value, market-ing, pitching and professional negligence. So, something for everyone! You can also regis-ter there to receive Mark’s free weekly practice focused email newsletter. Try it. It’s very popular and though it’s easy enough to unsubscribe, few do.

Brotherwww.brother.co.uk

Stand number A346

Brother is a leading provider of printing technology solutions - in-cluding design, manufacture and distribution of printers, multifunc-tion printers, scanners, labelling printers and fax machines. Visit us at stand A346 to speak to our team of experts on how Brother can help with all your printing requirements.

Bureau van Dijk020 7549 5000bvdinfo.com

Stand number A644

Empowering financial research, benchmarking, valuations, M&A research and business development Use our products for superior research and to develop your business. We have unrivalled coverage of public and private companies with detailed financials, news, M&A history and rumours plus extensive corporate structures. We have both domes-tic and international databases. Our products are ideal for:• Advisory services/bench-

marking• Business development• Corporate finance research

C A Tax Solutions0300 303 1903www.cataxsolutions.com

Stand number A554

CA Tax Solutions is a specialist capital allowance company, car-rying out retrospective, current and new build capital allowance claims. We achieve significant tax relief by identification and valua-tion of fixtures contained within commercial properties.

CaseWare UK01622 355200www.caseware.co.uk

Stand number A534

Established for over 20 years, CaseWare is the leading supplier of financial reporting and paper-less audit solutions to account-ants in commerce, practice or the public sector, with operations in 130 countries. From the simplest UK GAAP accounts to more complex IFRS requirements, iXBRL and audits; our best-of-breed solutions are employed by sole practitioners to major firms and international networks. In addi-tion, many FTSE-listed companies and privately-held businesses are making the most of CaseWare’s ti

CCH, a Wolters Kluwer business0844 561 8181www.cch.co.uk

Stand number A242

CCH, a Wolters Kluwer business, is the only global provider to specialise in providing informa-tion, software and services to tax and accounting professionals in business and practice. Support-ing our clients across the fields of tax, accounting, audit, financial & business and practice develop-ment.

Certified Public AccountantsAssociation0161 834 5998www.acpa.org.uk

Stand number A532

Professional Accountancy body for accountants in public practice. Benefits include: free CPD Semi-nars, Group Professional Indem-nity Insurance and Magazine for members. The Association has a Quality Assurance Scheme and examinations tailored to public practice. Contact: [email protected]

Chartered Institute of Management AccountantsStand number A552

CIMA, the Chartered Institute of Management Accountants, is the world’s largest professional body of management account-ants, with 195,000 members and students in 176 countries.

The Chartered Institute of Taxation020 7340 0550www.tax.org.uk

Stand number A562The CIOT is the leading body in the UK for tax professionals dealing with all aspects of tax. The CTA designation used by its members is recognised and respected internationally as a mark of technical excellence and professional integrity. It is also a member of the Confration Fiscale Europenne.

Companies Made Simple02076085500www.companiesmadesimple.com/

Stand number A252

We are Companies Made Simple, an award winning company formation agent who has formed over 250,000 companies in the UK. We specialise in the online formation of Private Companies Limited by Shares, Private Com-panies Limited by Guarantee and Limited Liability Partnerships.Our formation process is fast (companies are formed on aver-age within 3 working hours) and extremely simple. Our customers range from accountants well-versed in company formation to first time company directors who are unfamiliar.

Company Registrations Online0161 4408884www.companyregistrations.co.uk

Stand number A312

Company Registrations Online are the longest established online company formation agent in the UK. We have been forming companies for 20 years and were the very first company forma-tion agent to set up a complete ordering process for limited com-pany formation on the internet. Although rapidly and extensively followed by many others in the business, we consider our service, process and end product to be the best there is.

Company Watch01625 538 844www.cooperwilliamson.co.uk

Stand number A212

Cooper Williamson aims to be-come the business rescue experts of choice by providing quality, sound, business advice and guid-ance to companies in difficulty.Here at Cooper Williamson, we believe we add the personal touch to assist people who are suffering the effects of stress from running a business experi-encing financial difficulties.This ethos, in tandem with our extensive industry experience, has seen us become one of the UK’s fastest growing firms handling business rescue and insolvency.

Cooper Williamson020 7721 8440www.companywatch.net

Stand number A210

Company Watch specialises in financial risk management, track-ing and pr

Corpdata Limited 01626777400www.corpdata.co.uk

Stand number A456

Corpdata - accurate market-ing data that works. Our data is designed specifically for direct marketing and all UK telephone researched. With an average data age of just 94 days, Corpdata are widely recognised as leaders in data quality. Corpdata delivers

EXHIBITOR LISTINGS


outstanding ROI through peerless data quality.

Creditsafe Business Solutions0800 0778759www.creditsafeuk.com

Stand number A410

At Creditsafe we pride ourselves on making your life easier and therefore offer a professional yet easy to use product range that al-lows the whole of your company to work towards an environment free from the threat of bad debt. Within the UK alone Creditsafe now has over 27,000 customers ranging from small sole traders to large multinational companies who have benefited from our on-line business and consumer credit reports and IDU Aml Checks.

DocuSoft Limited0800 061 2512www.docusoft.net

Stand number A530

DocuSoft provide leading-edge document management solutions mainly to Accountants and Insol-vency Practitioners. Our ICAEW accredited solution delivers signifi-cant benefits, we aim to improve efficiency, enhance compliance, 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.

economia - intelligence and insight for ICAEW members0207 936 6931icaew.com/economia

Stand number A330

economia has essential technical content, plus a wide range of fea-tures covering business, econom-ics & finance. It’s a multi-channel ICAEW member communication portfolio including; monthly magazine, editorial rich website, news based weekly email and a newly launched mobile app.

e-shot.net020 3320 8777www.e-shot.net

Stand number A516

e-shot is an online marketing solution, designed to make it easy and affordable for businesses & organisations to communicate ef-fectively with their prospects and clients. Developed & supported with true customer focus you can create, track & analyse campaigns to increase your sales & commu-nication.

First Intuition0207 323 9636www.fi.co.uk

Stand number A310

First Intuition was established in 2007 by a group of experienced tutors and managers with the aim of becoming the first choice accountancy college for students and their employers. We have quickly established a reputation as one of the most popular colleges in London, with small class sizes and a dedicated tutor team who give students their home and mobile phone numbers and take in extra work for marking, giving students the very best levels of study support. Students come to us from all backgrounds, from those who are simply looking to give their a career a boost, to those on graduate training schemes with Big 4 accountancy firms.

Hosted Desktop UK Limited020 3239 6181www.hosteddesktopuk.co.uk

Stand number A352

Hosted Desktop UK (HDUK) pro-vides cloud computing services to accountants across the UK. Our cloud solutions provide account-ancy practices with IT reliability, flexibility, value for money, data security and business continuity.

ICAEW01908 248250www.icaew.com

Stand number A330

ICAEW is a professional member-ship organisation, supporting over 138,000 chartered accountants

worldwide. Through our technical knowledge, skills and expertise we provide insight and leadership to the global accountancy and finance profession. Because of us, people can do business with confidence.

ICPA0800 074 2896www.icpa.org.uk

Stand number A320

ICPA represents ALL Accountants with over 30 membership benefits including PI cover, Fee Protection, Helplines, Books, Software, Of-fice Insurance, Discounts,Online CPE & Lectures, Income Genera-tion & our renowned magazine “Accounting Practice”. If your in accountancy we’ll have benefits you need.

Innovation Plus020 3004 9243http://inplus.co.uk

Stand number A246

We are the leading R&D Tax Relief experts now offering gener-ous referral fees for accountants who partner with us. With an average client benefit of more than £70k, a 100% success rate, and 0 HMRC enquiries, our Big-4 trained technology and tax staff provide unmatched experience and expertise.

Insight Marketing International Ltd0800 8030826www.salesforaccountants.com

Stand number A522

Sales, marketing and practice growth for accountancy firms of all sizes. With over 30 years expe-rience in the marketplace Insight offer accountants a complete suite of online and offline market-ing services. From websites, blogs, social media and digital market-ing to telemarketing, direct mail & more.

Institute of Financial Accountants01732 458080www.ifa.org.uk

Stand number A216

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 prac-tices (SMPs) that advise SMEs.

Intuit0808 168 9533www.intuit.co.uk

Stand number A360

Intuit is the global leader in small business accounting software with more than 4.5 million active QuickBooks customers. More than 300,000 accounting profes-sionals use our software to be more productive and help them grow their practices. Account-ants are vital to our mission of improving people’s financial lives, as users of our products but also as trusted advisors to our small business customers.

Jeremy Kitchin Accountancy Practice M & A01623 883300www.apma.co.uk

Stand number A322

Jeremy Kitchin Accountancy Prac-tice M & A Ltd trades as APMA. As the UK’s leading mergers & acquisitions brokers, Jeremy has been serving the whole of the UK since 1973. Jeremy’s daughter, Lucinda, now works alongside him. APMA has not failed to sell any practice or block of fees, within the Vendor’s agreed pa-rameters, during the past quarter century! Due to continuing high demand for these services, the APMA team is usually available over the ‘phone up to 9pm, seven days a week.

Jumpstart Limited0131 240 2900www.jumpstartuk.co.uk

Stand number A544

Jumpstart is a technology com-pany which is called upon, by large and small companies alike to improve their cash position through their recognised exper-tise in recovering funds through the Research and Development tax credit programme. The results

EXHIBITOR LISTINGS


show that on many occasions Jumpstart recover funds 10 and 20 times what has been recov-ered in the past. This is because of their extreme technical exper-tise and their forensic approach to searching out eligibility within large organisations.

KashFlow0800 8488301www.kashflow.com

Stand number A540

KashFlow provides extraordinary accounting software for ordinary people, with no complicated jargon or confusing procedures. It’s cloud based, which means you can access it from any computer with internet access, and allows you to automate...well, just about everything!

Keytime Systems0845 456 3103www.keytime.co.uk

Stand number A336

We are Keytime. We’ve been developing and selling tools for businesses and accountants for over 20 years, and we believe we sell the best value software on the market today. PaperLess is the latest tool we have added to our portfolio and gives your business or practice the tools it needs for a straightforward, cost-effective paperless accounting workflow.

Lindenhouse Software Ltd0845 1661 165www.lindenhouse.co.uk

Stand number A620

Lindenhouse Software is one of the UK’s leading developers of electronic document manage-ment software for industry and commerce. The company has a particular speciality for providing seamless integrated solutions that save time and money for account-ants. Virtual Cabinet solution combines industry strength docu-ment management with secure client sign-off of documents through an integrated portal. This innovation represents a major step forward in the professional markets served by Lindenhouse.

Ltdonline Ltd01926864528www.ltdonline2.com

Stand number A640

Ltdonline Company formation software allows professionals around the world to form com-panies directly with Companies House. Direct access to Compa-nies House with no ‘Third Party’ delays and No Annual License Fees. Developed with Account-ants, Solicitors and Company Formation agents etc. in mind.

Mark Lloydbottom Consulting07767 872278marklloydbottom.com

Stand number A354

Mark Lloydbottom is the founder of Practice Track and Practice-WEB and is acknowledged as the Father of Practice Management here in the UK. His Defining Edge and Power up Your Gross Margin products have helped many accounting firms improve their top and bottom lines. He has con-sulted with firms across Europe, America and Africa and welcomes the opportunity to discuss with you how he can help you improve your firm’s profitability

Mattioli Woods plc0116 2408700www.mattioli-woods.com

Stand number A340

Mattioli Woods is one of the UK’s leading providers of pension con-sultancy and wealth management services. We provide integrated services embracing pension con-sultancy, with a strong specialism in self-invested personal pension schemes, personal investment and estate planning. We also provide a comprehensive range of employee benefits services.

OCRex020 3393 3058www.ocrex.com

Stand number A441

AutoRec is our software solution for accountancy practitioners that reduce the time taken to perform bank reconciliations by up to 90%. With licences priced to suit every practice, AutoRec

can provide thousands in annual cost savings for your accounting practice. We offer Free 14 day tri-als of AutoRec. www.ocrex.com/free-trial

Optegra Financial02075588196www.optegrafs.co.uk

Stand number A520

We offer applications which enable accountants to offer value-add services to their clients. Whilst also creating significant internal efficiencies. OptegraMRP creates a detailed management reporting pack from ANY Sage data in less than 20 secs. Use Sage? You need to see Opte-graMRP (A520)

Orchard Funding limited01582635507www.orchardfunding.co.uk

Stand number A524

Client fee funding services. We will payn the practice in full for any client loaded on to the syste-Full on-line self-service application via the web. 6, 10 and 12 month repayment term options availableCertainty of settlement date con-firmed at point of applicationDirect Admin and Sales support if needed

Platinum Property Partners01202 652100www.platinumpropertypartners.co.uk

Stand number A624

Platinum Property Partners (PPP) is the fastest growing premium franchise in UK history. PPP is a BFA accredited business franchise that enables its clients to buy, refurbish and rent out residential UK investment property that achieves Gross Yields of 11%+. Platinum Property Partners help people who are frustrated with their current levels of income or pension provision.

Premiere Picture01273 766399www.premierepicture.com

Stand number A560

Premiere Picture is an independ-ent film finance company special-ising in business opportunities for high net worth individuals and companies. Our core objective is to maximise returns to our clients through participation in the po-tentially lucrative business of film production and exploitation.

Premium Credit0844 736 9836www.premium-credit.co.uk

Stand number A332

At Premium Credit, when it comes to professional fee fund-ing, we have an unrivalled insight into the requirements of both clients and practices and this in-valuable experience is backed by the excellent administration and systems support provided from our UK based offices. We have enjoyed over 10 years of success in helping practices to provide payment options to their clients.

Qtac Solutions01179353500www.qtac.co.uk

Stand number A226

Qtac Solutions has been in the business of developing, supplying and supporting easy to use and value for money payroll software since 1994. It has a team of dedi-cated U.K. based staff who spe-cialise in payroll and nothing else, allowing us to offer exceptional levels of support to all of our customers, not just a chosen few. In contrast to other companies, we do not try to be all things to all people, we specialise in only one, payroll.

Red Flag Alert/Fund-ing Options0844 412 6699www.redflagalert.com

Stand number A440

Red Flag Alert is an online data-base with information on every UK business. It can be used for risk assessment, monitoring and sales and marketing. Funding Op-tions is a finance advisory service that makes it dramatically easier for accountants to help their clients access finance.

EXHIBITOR LISTINGS

Remarkable Practice01773 821689www.remarkablepractice.com

Stand number A550

You can successfully and consist-ently GROW YOUR ACCOUNT-ANCY FIRM when you build your practice on well-proven market-ing foundations. Remarkable Practice is dedicated to helping your firm meet these challenges and grow your firm. So why not see Paul Shrimpling present at the conference or come to our stand and find out more?

Sage Accountants’ Division0845 111 1111www.sage-exchange.com

Stand number A424

With over 30 years’ experi-ence, and a strong emphasis on software development and support, we focus on supporting accountants in practice and their clients, by providing a wide range of products and services that help in the day-to-day running of a successful business. Today, we have over 250 people dedicated to delivering software specifically for use in practice, including ac-counts production, taxation and practice management software. Through a combination of our people, products and services.

Seahorse (UK) Limited01268 417631www.seahorseuk.co.uk

Stand number A512

Seahorse (UK) Ltd specialise in helping accountants and book-keepers to start and grow their businesses. We aim to offer the support of a franchise without the tie in, continuing costs or loss of control of your business. Our services include start up advice, mentoring, marketing and web-site design.

Secure Virtual Office0845 130 6063www.securevirtualoffice.com

Stand number A454

If you want to take the best care of your Clients, manage prospects effectively and build your business steadily then come and talk to us

about our performance enhanc-ing solutions. In partnership with DocuSoft and Flightdeck, we are launching a unique new Practice Management Suite at Accountex. Reduce costs, improve your per-formance and enjoy the results. Be sure to visit us on Stand A454

Sem4a08456 425 425www.sem4a.com

Stand number A416

SEM4A from SSLPost specialises in providing secure email for the Accountants market. SSLPost are UK specialists in secure document delivery and email encryption. Your sensitive documents such as Sets of Accounts, Tax Returns and Client correspondence can be sent by secure email delivery.

STax0207147 9940www.STaxUK.com

Stand number A356

STax is a specialist tax advisory firm with a keen focus on real estate tax matters. Most of our work involves assisting ac-countants to maximise capital allowance claims on commercial property for their clients. We work with businesses/individuals to deliver the most tax benefit from their assets.

Tax Advice Network0845 003 8780www.taxadvicenetwork.co.uk

Stand number A542

The UK’s foremost tax support facility for accountants provides direct access to dozens of vetted independent specialist tax con-sultants. We also publish the only weekly tax newsletter focused on practical, commercial and timely tax tips for accountants in general practice. Try it for free.

Taxadjusters01427 754466www.taxadjusters.co.uk

Stand number A546

Taxadjusters are a specialist dedi-cated capital allowance company. We carry out retrospective, cur-rent year, and new build capital


allowance claims, for both indi-viduals and companies in relation to commercial properties right across the commercial sector.

Tax Apps Limited0845 835 2909www.TaxApps.co.uk

Stand number A610

We provide you with mobile phone / tablet Apps branded and personalised for your Practice.Useful Tax information and calcu-lators at your and your potential clients fingertips.Visit us on stand A610 for a live no obligation demonstration.

TaxAssist Accountants0800 0188 297www.taxassist.net

Stand number A344

Do you want to run your own practice but don’t know where to start, nervous of going alone or not sure where your clients are going to come from? TaxAssist Accountants are the UK’s largest network of franchised account-ancy practices and are recognised by AccountancyAge as a Top 50 network. Come and speak to us to learn about the award winning support that we provide and how we can help successfully set you up in practice.

The VAT People0161 477 6600www.thevatpeople.co.uk

Stand number A561

The VAT People is an independ-ent VAT & Customs consultancy practice which has been providing advice to accountants and their clients for the past 15 years. Our 7 consultants have many years experience both in HMRC & in practice and our services cover all aspects of indirect tax.

Tolley, LexisNexis08453701234www.tolley.co.uk

Stand number A650

Tolley is the tax and accountancy business of LexisNexis. We are the UK’s only provider of critical and practical tax and accountancy guidance, in-depth reference

material, ground-breaking train-ing and learning resources and unique market insight. At Tolley, we are there by your side, with four product families designed for accountants working on the Front Line. TolleyGuidance is our new online service for tax profes-sionals. It has been designed to provide you with practical and relevant tax

Trax UK Ltd01227 793200www.traxuk.com

Stand number A614

Formed 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 Sage

VAT-Penalties.co.uk08458 502360www.vat-penalties.co.uk/

Stand number A536

VAT problems? VAT-Penalties have years of experience work-ing for and against HMRC and understand what’s negotiable and what’s not. We know when to push and when to back off. If you need time to pay we’ll do our best to agree a payment plan that works for you and HMRC. Don’t face HMRC alone!

Xero0800 085 3719www.xero.com

Stand number A342

Xero is beautiful, easy to use on-line accounting software for small businesses and their advisors. The company has over 100,000 paying customers and 240,000 users in more than 100 countries around the world.

LOCATION

Olympia Exhibition Centre, Hammersmith Road, London W14 8UX. Olympia is located in the centre of London on Hammersmith Road, near High Street Kensington

BY TRAIN

Kensington Olympia Station is next to the venue. London Overground and Southern trains serve the station with regular direct services from Shepherd’s Bush, West Brompton, Clapham

HOW TO GET HERE

Junction, Balham, East Croydon, Watford Junction, Milton Keynes Central, Willesden Junction, West Hampstead and Stratford. Kensington Olympia is just one stop on the Overground from Shepherd’s Bush and West Brompton under ground stations.

BY TUBE

Take the tube to Shepherd’s Bush (Central line) or West Brompton (District line) then take the London Overground one stop to Kensington Olympia Station.Baron’s Court (Picc and District)

and West Kensington (District) underground stations are both within 10 minutes walk of the venue

BY BUS

Olympia is served by routes 9, 9a,10, 27, 28, 49 & 391. All stop within easy walking distance. BY TAXI OR CAR

Olympia is easily accessible from Central London and the West End. Ample parking is available (charged by the hour). You can

pre-book by calling +44 (0) 20 7598 2515. Olympia Exhibition Centre is outside the congestion charge zone.

WALKING Olympia is a 15 minute walk from Hammersmith or Earls Court and 10 minutes from Kensington High St Underground Station JOURNEY PLANNER Visit www.tfl.gov.uk/journeyplanner to find your most effective public transport route to Olympia from anywhere in London


AAT

ACCA

AccessPay

Accountants Changing The World

accountingcpd.net

accountsIQ

Acorah Software (TaxCalc)

Advanced Business Solutions

Affilica InPractice Software

Association of Taxation Technicians

Auditel

AVN

B1G1

BCMS Corporate Ltd

BHP Information Solutions

Bloomsbury Professional

BookMarkLee

Brother

Bureau van Dijk

C A Tax Solutions

CaseWare UK

CCH, a Wolters Kluwer business

Certified Public Accountants Association

Chartered Institute of Management Accountants

Companies Made Simple

Company Registrations Online Limited

Company Watch

Cooper Williamson Ltd

Corpdata Limited

Creditsafe Business Solutions

DocuSoft Limited

economia - intelligence and insight for ICAEW members

e-shot.net

First Intuition

Hosted Desktop UK Limited

ICAEW

ICPA

A450

A444

A412

A452

A514

A324

A654

A224

A256

A562

A350

A314

A510

A326

A414

A316

A542

A346

A644

A554

A534

A242

A532

A552

A252

A312

A210

A212

A456

A410

A530

A330

A516

A310

A352

A330

A320

Innovation Plus

Insight Marketing International Ltd

Institute of Financial Accountants

Intuit

Jeremy Kitchin Accountancy Practice M & A

Jumpstart Limited

KashFlow

Keytime Systems

Lindenhouse Software Ltd

Ltdonline Ltd

Mark Lloydbottom Consulting

Mattioli Woods plc

OCRex

Optegra Financial

Orchard Funding limited

Platinum Property Partners

Premiere Picture

Premium Credit

Qtac Solutions

Red Flag Alert/Funding Options

Remarkable Practice

Sage Accountants’ Division

Seahorse (UK) Limited

Secure Virtual Office

Sem4a

STax

Tax Advice Network

Tax Apps Ltd

Taxadjusters

TaxAssist Accountants

The Chartered Institute of Taxation

The VAT People

Tolley, LexisNexis

Trax UK Ltd

VAT-Penalties.co.uk

Xero

A246

A522

A216

A360

A322

A544

A540

A336

A620

A640

A354

A340

A441

A520

A524

A624

A560

A332

A226

A440

A550

A424

A512

A454

A416

A356

A542

A610

A546

A344

A562

A561

A650

A614

A536

A342

EXHIBITOR A - Z


FLOOR PLAN

EntranceEntranceEntranceEntrance

Ent

ranc

e

Ent

ranc

e

Ent

ranc

e

Ent

ranc

e

Ent

ranc

e

Ent

ranc

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EntranceEntrance

Entrance Entrance

Seminar Theatre 2

Seminar Theatre 8

Seminar Theatre 7

Seminar Theatre 5

Seminar Theatre 3

Seminar Theatre 6

NetworkingArea

Seminar Theatre 1 Seminar Theatre 4

A322

A324 A326

A320

A330 A332

A336

A340

A344

A342

A346

A360

A450

A454

A452

A456

A350

A354

A352

A356A550

A554

A552

A440

A444

A540

A544

A542

A546

A252

A256

A650

A640

A644

A242

A246

A530

A534

A532

A536

A424 A522A520

A410

A414

A412

A416

A310

A314

A312

A316

A510

A514

A512

A516

A212

A216

A610

A614

A224

A226

A560

A624

A620

A441

A524

A561

A562

A654

A210

A214

A222

A220

CRUSSH

VISITORS ENTRANCE

THE INTUIT THEATRE


THE ICAEW

THEATRE THE TECHNOLOGY

THEATRE

THE KEYNOTE THEATRE

THE HOW TO THEATRE

THE SAGE

THEATRE THE PRACTICE GROWTH THEATRE


Up-to-date, multi-channel insight and analysis for ICAEW members and the business, fi nance and accountancy sector

Chuka Canhow shadow business secretary chuka umunna plans to get an active government working with industry

intelligence and insight for icaew members

issue 6 | july 2012 icaew.cOM/ecOnOMia

OlyMpic finances | Managing grOwth | ifrs update | audit registratiOn

july 2012 icaew.

squeezed middle | pensions update | the world bank | cash accounting

IntellIgence and InsIght for IcaeW MeMbers

issue 7 | august 2012 | icaew.com/economia

julie meyer jacqui dodds colin coulson-thomas rose edmunds lord curry cathy newman Brian mcarthur-muscroft lee hopley

the Many roles and decIsIons of serIal non-executIve and barclays board MeMber alIson carnWath

director’s cut

the old mastersir david lees, chairman of the court of the bank

of england, on making the old lady more corporate

intelligence and insight for icaeW members

issue 8 | september 2012 | icaew.cOm/ecOnOmia

jean-claude trichet michael izza stephen herring julie adams helen costigane chris morgan ragveer brar michael zampelas

tax avOidance | quarterly repOrting | chinese imperialism | sOcial media

Come and see us on stand A330 and fi nd out more

“many organisations lack the pipeline of talent to support future needs” page 22

issue 197march

2012

icaew.com/fmfac

Finance & ManageMentStarting overhow to maximise value while managing change

Cultural dividein a global economy, difference mattersScambusting sharpening up in the battle against fraud

the whistleblowermichael Woodford on his olympus experience

Corporate finanCier

InnovatIon EntErprIsE LEadErshIp

issue 145september 2012

icaew.com/cff

“PrUdential/aia was an extraordinary deal which shoUld have been done” page 24

turn on, tune in, lend outthe rise of the asset-based alternativedigging Wandiscoinside the £15m iPo boost to aiMLaws of engagementslaughter and May’s william Underhill in profile

Winds of changeanthony hilton on the Kay reviewthe new takeover landscape one year onGraeme nuttall on UK employee ownership

leadership

62 march 2012 economia

ad

am

sim

ps

on

W hat do we know about finance directors and group financial officers? We know that they have reached their position

within the organisation because the board feels that they demonstrate the vital ingredients to ensure their business is managed through poor macro conditions as well as boom times.

Ultimately, that requires strong financial foundations, absolute technical integrity, commercial insight and the ability to build and lead a team so that the finance function works fluently with the rest of the business. The person filling the role also needs the personality and confidence to have a voice at the board table (which keeps the chairman and NEDs happy) and the skill to act as the face of the company with third parties such as banks, investors, auditors and the media on all issues related to financial performance.

And then there is the relationship with the chief executive, which is where what we know is less clear-cut. By title, says Les Clifford, senior partner at Ernst & Young and leader of its CFO programme, “the chief financial officer is traditionally the strongest number two to the CEO”. But the function has morphed and evolved to such a great extent that “there’s a difference between the title that people carry against the role they do”.

As Ernst & Young’s 2010 report The DNA of the CFO announced, “The CFO’s unique optic across the

As the role of finance director becomes more involved, high-profile and influential, Amy Duff asks whether there is any truth in the suggestion

that numbers people have become the power behind the throne and, if so, which skills they have relied upon to earn their position at the top

Beyond numbers

business, their rare positioning as a purveyor of the truth and their fact-based discipline has raised their profile to an unprecedented degree.” What’s more, CFOs are embracing a more strategic remit within their organisations to the extent that the 700 interviewed by Ernst & Young placed the ability to design business strategy and to innovate as second only to “deep technical skills” as the most important capabilities they would expect to have in three years’ time.

The role has diversified in such breadth and depth over the past few decades that there is more potential than ever for finance executives to exert significant influence over setting and executing strategy. Combined with their exposure as the front face to the market, especially during difficult economic times, and their capacity to ensure that business decisions are grounded in sound financial rules, it is no wonder the theory that finance people are the real power behind the throne has been reignited.

When Deloitte examined the evolving role of the FD in 2006, it spoke to 250 CFOs and FDs from large organisations about how the skills required for their job had changed. “Massively” was the consensus. “There’s far more dependence on analysis, communication and leadership than on number crunching and accounting issues; a more business strategic view,” said one. “It’s less technical than it used to be; it’s more about getting others to do things and

“How you manage your data will be as critical in tHe future as today” mark seager

issue 179may/june

2012

icaew.com/itfac

CharteChTaking up open data making use of the megabytes out there Software hardballwhat ticking the box could really meanAn Apple a day even macs come under attack

“Where’s my jet-pack?”why it hasn’t transformed finance... yet

Man on a mission

IASB vice-chair Ian Mackintosh

Hedge accountingHow the approach

is changingThe future of UK GAAP

The story behind the latest exposure drafts

Thinking aheadWhy thought leadership

is so important

“WHy SHould SenIor cIvIl ServAnTS noT Be AccounTABle for THeIr decISIonS?” p29

july 2012

icaew.com/frf

By all accounts

financialservicesauditfinancial s s internalaudi it rnalauditfin a sinternalauditi alservicesinte nancialservices internalaudi rnalauditfina lservicesinte

Internal audit misses the grade The FSA’s Richard Thorpe explains why

“FiRmS FAce An FSA ASpiRing To be moRe inTRuSive And inTenSive” Page 20

issue 62July/august

2012

icaew.com/fsf

FS FocuSVirtually there

Working across timezones - and cultures

Budgeting the bailoutArcane accounting for

public financesAll at legacy

managing assets post-RdR

issue 179may/june

2012

“Each yEar hMrc is ExpEctEd to do MorE with fEwEr staff” PAGe 6

issue 8AuGust

2012

icaew.com/taxfac

TAXline

VAT on food how did it all get so

complicated?Sporting chance

the taxation of sports stars

Seconded to the Faculty

hMrc’s chris dickinson tells us

how it’s going so far

Quest for tax simplificationthis year’s wyman symposium

“Audit And AssurAnce services bring reAl benefits” RobeRt Hodgkinson

Audit & beyond

issue 168 apRil 2012

icaew.com/aaf

Good, better, best improve the quality

of your audits Rest assured

get ready for new assurance standards

Shine a lightilluminating the

audit trail

the A teamAudit as a force for good

facebook.com/economiamag twitter.com/economiamag linkedIn group: economiamagazine www.icaew.com/economia

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