The AdvanceTrack team in India stepped up during Covid, when it really mattered. And MD Vipul Sheth knew that his longstanding team needed a special reward. This is the story of their life-changing trip abroad.

They say that professional services firms are nothing without their people. It makes sense that, for us at AdvanceTrack, the same saying rings true.

Quite rightly, we spend a lot of time talking about our operational excellence, and focus on processes, security and scalability. But these are underpinned by the technical expertise and work ethic of our people – without whom we wouldn’t be here.

With that in mind, MD Vipul Sheth discussed with our managers in India about a plan to reward and recognise some of our longstanding team members. A five-day trip to Dubai was then organised for 2021.

Covid got in the way of that plan, while Dubai’s global expo during 2022 meant that we had to hold off the holiday until 2023.

“The team never bugged me about whether the trip would actually happen, but there was no way it was going be off the cards,” explains Vipul. “We just had to be patient.”

First-time travel

And so, in April, some 37 of the AdvanceTrack team went on holiday together. And for 32 of these people, it was their first time abroad.

“When it was announced we were all very excited – a great treat,” says AdvanceTrack’s Mohit Soni.

“It wasn’t in our hands so we couldn’t assume anything about it. But it was fun, and no – I didn’t think I would have to work while we were away!”

The itinerary was a full one. There was a desert safari, cruises and city tours, along with free time for them to go shopping.

“They didn’t want me to have them in a conference room,” adds Vipul. “They chose to go to the waterpark instead!”

Team support

Aanal Shah has a young daughter, and was therefore reticent to travel. “But my colleagues said: ‘You must come. Don’t stop yourself.’ Everyone supported me on the holiday with her, and she enjoyed it too.”

“I would say that this is how it is working at AdvanceTrack. All the small things are taken care of for us – we don’t have to ask,” adds Mohit.

Vipul explains that he wanted to do something that “made us stand out as an organisation”.

“Part of that comes down to us giving opportunities that individually they might otherwise not have done,” says Vipul.

“The fact that we were able to offer that life-changing experience is really what it’s all about. It was an important thing to do.”

If you’d like to find out more about our team, how they work, and how we would work with you, please click here.

As the 2023 conference season kicks off in earnest, Vipul Sheth gauges the delegate (and software company) temperature after the cooling off of MTD.

It’s that time of year: when we ponder whether we’ll get a ‘proper’ summer, and the major accounting conferences begin.

First-off, it was wonderful celebrating 20 years of AdvanceTrack. This year, our conference was held in the magnificent British Museum (where we’ll be heading for 2024 too). 

Xero’s Jamie Eddy spoke of a three-pronged set of challenges and opportunities that practices must understand and leverage, namely: your reputation; managing your talent; and, therefore, your capacity to undertake work.

Our newly-appointed sales director Dermot Hamblin covered a range of topics, from how to manage change in your practice, through to new developments in the world of business and accounting technology.

Brian Coventry from Cloudcapcha spoke about the importance of differentiating your practice from others, and why capturing data from your clients allows you to offer a unique service.

I rounded off the event by reiterating that accountants have a great opportunity to make a difference to their clients – which means moving beyond the commoditised compliance services that all firms offer.

Accountex London

It was, by all accounts, a record-breaking show – certainly in terms of attendees. Of the show itself – the big players put in a lot of effort into their stands and presentations. In fact, there were presentations across 13 stands for the whole of the two days. 

While there was an element of a post-MTD lull, in that there were few big product announcements, it was noticeable how busy the aforementioned stages were. People were hungry for information. And this information wasn’t specifically ‘post-MTD’; instead, there was a range of strategic and operationally-themed sessions.

I was delighted to serve as a panellist on the ‘Are outsourcing and offshoring the solutions to the recruitment crisis?’ session. 

Ironically, some of the outsourcing session covered MTD’s impact on changing the way practices work with their clients, particularly around the increasing amount of bookkeeping that firms’ clients require. Advocate practitioners on the panel spoke of being unable to manage their workload with outsourcing support.

Vipul Sheth is MD and founder of AdvanceTrack Outsourcing

If you’d like to find out more about the pricing models for outsourcing and offshoring, please click here. Feel free to get in touch to speak to Vipul and the team. We’d love to help your practice develop and grow.

Being ‘purpose-driven’ isn’t a fluffy goal. Practices that set a strong direction are preparing to succeed, explains AdvanceTrack MD Vipul Sheth.

What is your practice’s purpose? You might say ‘it’s to create tax returns and accounts’. You could go bigger, bolder and broader: ‘To be the best accountancy firm in the world.’

I went to Australia a couple of weeks ago with a couple of tasks to undertake. Firstly, to help develop our standing; secondly, to attend the Clarity/Smithink/AdvanceTrack-sponsored ‘Accountants Re:Bootcamp’.

The bootcamp saw some 50 accountants gathered, across three days, to really question their approach to what their firm does.

It made the practice leaders delve into the fundamentals of what the practice is there for, and why – while challenging them to understand and prioritise what they need to change in terms of maintaining or improving its success.

And, to go through this process, the first thing that is broached is: ‘what’s your firm’s purpose?’

From my experience in both working in practice, and alongside side them as AdvanceTrack’s clients, I think many accountants struggle to nail down what their purpose is. A large proportion of them complete higher education and choose accountancy as a ‘good payer and solid career’. A vocation…? It is often not.

Some of the most successful accountants I (and AdvanceTrack) have worked with have an entrepreneurial background – in terms of parents and close family members. This drive and mission-focused mindset is supported by the financial and technical expertise they learn.

Making sure that tax returns and accounts are calculated correctly is very important. But, ultimately, practices end-clients see greater value from being supported in their various missions and ambitions.

Our purpose (or mission) is to support practices in their growth ambitions. We do this through providing high quality and secure outsourcing/offshoring services – while keeping front-of mind what their end-goal is.

Set your firm with an ambitious goal, and let us support you achieve that goal by handling your productivity burden.

Vipul Sheth is founder and MD of AdvanceTrack Outsourcing

If you’d like to chat to us about supporting your practice’s growth plans, then please contact us by clicking here.

Does MTD’s delay push back the digitisation of clients and, therefore, your practice? Kevin Reed discusses the big questions posed at QuickBooks Connect 2023.

There was an air of expectancy at the grand Old Billingsgate venue for QuickBooks Connect 2023.

Not only were new products and services to be announced by the software giant, the event was a chance for accountants to ‘air their views’ following the latest delay to MTD ITSA – and gauge what that delay meant to their firm and clients.

Firstly, the new tech. QB Practice Management is aiming to become the beating heart of practice’s tech stack. It will enable the centralisation of records, automate recurring tasks, and integrate in with clients’ books, offering accountants the chance to provide more valuable insight.

A new tool, Books to Tax, will help accountants to prepare and file both annual accounts and CT returns to Companies House and HMRC respectively. Bureau Payroll is QuickBooks’ first ever cloud payroll offering, which can link with ‘any’ financial management software.

HMRC criticism

Onto the talks. HMRC’s Mel Hume was on the receiving end of numerous pointed and critical questions regarding the latest MTD delay, during the MTD ITSA session. For example, one attendee asked: “Sending letters to HMRC is like snail mail. You want us to be digital…when are you going to do the same?” Another said their clients had “lost confidence” in HMRC’s digital plans.

Hume accepted the frustrations, and spoke of a new ‘co-creation strategy’: this will aim to give key parties (including software providers and the accountancy profession) more of a say in HMRC’s operational priority list.

Accountant Simon Brook, also on the MTD panel, said that his firm’s time on beta-testing MTD ITSA with clients had brought about value through “efficiency gains”. Frustratingly, only three quarters of filings had been made at this point.

Talking the talk

Perhaps as pertinent as efficiency – Brook spoke of altering his client message from ‘we must change how we do things because of MTD’ to ‘we must change because it will help you build a better business’.  

“My firm isn’t ‘working towards MTD’, we’re working to get our clients keeping records through QuickBooks.”

On communication, QuickBooks UK country manager Jolawn Victor (pictured at the event) said that part of the software provider’s role was to help accountants “understand their value and communicate that on”. “[Practitioners] say ‘help me train my clients to use the tools’.”

Take time to make time

Victor also noted that practitioners will always step in to help their clients fight fires, but she is keen for them to make time to focus on strategy and operations. In doing so, the more automated and systemised practices are, the freer time to better support clients.

Issues vs tech

The themes and messages that come out of an event such as QuickBooks Connect are driven by a number of factors: regulation; the economy; or a technological ‘leap’. AI was mentioned in a few conversations, but there was definitely a focus on how can firms get clients digitised, and keeping good records, without MTD as the ‘stick’.

And so, messaging and communication underpinned everything. There was the ‘time’ factor too – improving workflows and automating data capture should improve the practitioner’s ‘time hygiene’. And those same systems should be putting more valuable and insightful in front of the accountant. The Catch 22 is that, generally, accountants are time poor, because they have so much to do. So, clearing the diary to consider how to future-proof the practice (as pointed out by Victor) is a big ask.

It feels as if the technology is there – the myriad of transactional-focused exhibitors at the event were an illustration of that. It’s now about mindsets (practice and client alike), the messaging, and taking control of your own digital destiny.

Kevin Reed is editor of Financial Accountant and a freelance journalist.

If you’d like to transform your practice, then begin the conversation by clicking here.

AdvanceTrack’s previous article on managing MTD’s postponement is available here.

Practitioners will have to move out of the comfort zone if they wish their firm to be profitable and relevant in the near future. AdvanceTrack founder and MD Vipul Sheth explains why – and what you have to do to be valuable for your clients.

There is a sizeable proportion of practitioners who run ‘lifestyle’ practices. As owner-managers, lines will inevitably be blurred between how you live your life, and how those decisions impact on how your run your practice.

The term ‘lifestyle’, in this context, does admittedly have some negative connotations – of failing to spend the required amount of time or financial investment on the business. The vast majority of practice owners work hard and earn a decent living – but, in a time of great volatility (and competition), a focus on the practice as a business must be paramount.

And a key aspect of that is planning – looking forward. We have a government that is no longer handing out ‘free money’; in fact their current policies are about ‘squeezing’.

And then we have the digitisation of the tax system. While the self-assessment section of MTD has been delayed, there is an inevitability of both more frequent tax reporting and, ultimately, more frequent tax payments.

For businesses used to paying tax in arrears, then there will be a painful period in the not-so-distant future when we move to near-time payments – and that will mean a further cash crunch during the transition.
Digitisation, for the government anyway, is about both reporting transparency and collecting tax much closer to the transaction period.

HMRC will be able to assess situations more quickly – well, that will be its aim.

Time to prepare

So practices have to prepare. Your core compliance offering will become more technology- and process-led, but this doesn’t have to be all for the benefit of the tax authority. The beauty of all that information is, if used in the right way, you can create a more valuable and knowledge-driven service.

Helping clients improve their financial management is an obvious place to start, whether it is credit control or supporting the creation of management accounts. There is an array of services that will be driven by compliance. Growth often requires additional headcount and technology to happen, and such changes are not always easy for practitioners to deal with.

And, if you’re in a ‘comfort zone’ with your practice – it’s ticking along without actually trying to either win new business or expand/evolve its offering – then the future world will be really challenging. The government is ‘changing the rules’ as to what they want an accountant to do.

The development of the tax landscape is being made for the accountants’ benefit. But meeting the new brief does provide a catalyst for running your practice more successfully – and not just fulfilling compliance.

Finally, AdvanceTrack’s conference is aiming to enlighten and inform practitioners about how you approach transforming your practice. You hear from experts about building a vision, and inspiring you to make change happen. If you’d like to find out more, please click here. If you’d like to speak to us about your practice, please click here.

As a Midlander, and a keen sportsman (in my youth…actually into my 40’s), attending the Commonwealth Games was a no-brainer.

There was Eilish McColgan and Katarina Johnson-Thompson, both recovering from injuries and form to win thrilling golds. But, in the glow of these triumphs, our day-to-day living is getting harder – certainly more expensive.

Interest rates are ticking up, as are inflation and energy prices. A recession and rising costs equals unpalatable stagflation.

What does this all mean? You may ask. I certainly used my love of football last week to write about the Lionesses’s Euro win and the impact of vision and strategy to conquer all.

Well, this blog – as illustrated by many of the gold medal winners – is about determination, stamina and temperament. Accounting practitioners have to stay cool and calm – particularly when dealing with clients who are in a parlous financial condition. Accountants do have a grittier side though, one where they can tough things out – certainly many of you drag clients and the team through the 31 January self-assessment filing deadline (as well as showing the stamina to do it every year).

But where does toughing it out lead to? You can’t do it forever. Whether it’s the clients you deal with, the people that you work with, or the way that you’re working, sometimes things need to change or improve.

Understanding, accepting and appreciating that things are tough, is tough in itself. Whether you are tired, or your team are struggling to work as optimally as you’d like them to, is a big step in making things better.

After a tumultuous 30 months, it’s scary that there are more tough times ahead. But some of that Commonwealth Games-winning grit and determination – alongside some clever tweaking of how you operate your practice – will pay dividends.

AdvanceTrack works with practices that have survived the pandemic and come out the other side, those looking to grow and improve. I expect that direction will not change dramatically, despite the economic headwind.

If you’re determined to push your firm through that headwind and provide a gold medal service, then we’d love to help you achieve that.

Vipul Sheth is founder and MD of AdvanceTrack Outsourcing.

If you’d like to speak to us about improving your practice’s processes and workflow, contact us here.

As an avid football fan and, when I was younger, a very keen footballer, it’s appropriate to comment on the amazing Lionesses.

I would usually watch WSL after Match of the Day on TV, late on a weekend. 

As a number of you will know, I am a Liverpool fan and have talked about Jurgen Klopp’s achievement in driving Liverpool to their first league title in 30 years – namely, it wasn’t quick or easy, requiring a couple of iterations.

Who’s on your team, and who needs coaching to be a valuable member of your team. Strong values, strong strategy.

Therefore, I think it’s appropriate to highlight the impact that the Lionesses’ coach Sarina Wiegman has had on the England team; and the subsequent impact that the team itself will have on young girls and boys across the country.

Many people don’t appreciate that she was a very accomplished player in her own right, playing 104 times for the Netherlands – including as captain. This, and her exceptional record as an international and club manager, meant Wiegman had exceptional credentials for managing the England team. And, she did it with the same 11 players starting each game.

For me, this shows two important aspects:

  • A clear vision of what she wanted the team to achieve; and 
  • A total trust in the team that started the games, alongside faith in the substitutes’ ability to positively impact the team.

Getting to this stage with the players she chose wasn’t plastered over social media or daily updates. She quietly got on with the job and instilled confidence within the group. She also made the decision to change the captain, knowing that Leah Williamson was the new face of the team. Steph Houghton had been important, but the team was moving forward and Wiegman illustrated it with the appointment. 

What is also clearly evident is that the team really enjoy the game. Most of us who have ever kicked a ball have done so because we love it (my mother often found me at dusk kicking a ball around the local park with my friends). That joy, allied with skill, made it clear that the England team were mentally prepared to run through walls for each other.

And for anyone who doubts their ability, they need only look at Russo’s goal in the semi-finals or Toone’s in the final. Any player, at whatever level, would be proud to have scored them. One of the commentators at the weekend said boys and girls would be practising Russo’s move on parks and gardens across the country. 

But will there be a deeper impact on young boys and girls from this tournament? 

What I hope will happen is that boys will see girls as having an equal right to take part in a game. PE teachers across the country need to grasp this opportunity; and it doesn’t have to relate directly to just football.

Parents also have an important role in ensuring that stereotypes don’t continue beyond today. I for one will also make sure I take my daughter to more women’s games this coming season.

And, as someone who has run a business for 20 years, I appreciate the hard work, vision and strategy that has gone into this achievement – let alone the people management. AdvanceTrack is really coming into its own: a busy and happy workforce, engaged clients and top-level tech and security. I certainly appreciate the highs, lows, and time it can take to be successful.

England brought it home. I’m looking forward to the Women’s World Cup next year. I’ll also be watching Qatar 2022. Let’s hope both teams bring the same joy to us all, that all football fans across the land want. Teams playing with a smile on their face and ones that put a smile on the fans’ faces. 

It’s been quite a week for the accountancy profession. It’s been one in which (I hope) AdvanceTrack has played its part – and I hope some certainty has been provided to outsourcing as a critical part in the profession’s future.

The second week of May saw what were the first ‘unrestricted’ major events for accountants take place in the UK since Covid-19 struck.

We hosted our AdvanceTrack conference on 10 May, which then led into Accountex across 11 and 12 May.

Technology tends to ‘leap forward’, certainly when it comes to its use in professional services. And there are a number of reasons for that, but primarily it comes down to firms becoming ‘used’ to doing things in certain ways, for certain clients.

For the accountancy profession, change is iterative and focused on the client i.e. keeping up to date with the latest accounting and tax legislation and their impact. Every so often, the changes put in place are seismic enough to drive firms to change how they do things. The push for online tax filing over the past 20 years has seen paper-based returns (almost) a thing of the past.

More recently, disruption came in the form of the pandemic, which required us all to embrace digital communication beyond just emails.

The conferences held last week were enormous fun and also insightful. Meeting people face-to-face always is, even more so after such a long hiatus. The AdvanceTrack conference’s theme was about you, your team and your practice growing. Discussion about ‘value-added’ services was never far away.

MTD to advisory?

Accountex was very much of a similar vein, there was plenty of discussion around ‘how can I manage Making Tax Digital for Income Tax Self-Assessment?’

I believe that growing your practice, while ‘dealing with MTD’ can be dealt with in similar ways. And that’s because the issues are similar. For advisory services, broadening your offering requires efficiencies and process – these in turn free up resource to get to know existing (or new) clients better – to have the conversations that open the door to new things.

MTD certainly isn’t as much ‘fun’ – or, it seems on the face of it that there’s not a lot of positives to be gleaned from many of your clients increasing the amount of reporting they have to undertake. Your people are not in a position to quadruple the amount of prepping and checking they can do. However, increasing the number of touchpoints with a client could well pay dividends longer-term if you can leverage that communication towards your service proposition.

Firms need to recruit both number-crunchers and those who can provide further analysis and ultimately higher-value services. For us at AdvanceTrack, we see our offering as critical in supporting practices – whether it’s gaining efficiencies or scaling up your service (both are interlinked).

Our tech and people enable firms to solve their recruitment woes, keep on top of new tech and processes, and ultimately providing the best client service. Don’t let the people war, or MTD, drag your practice down. Join the many others that are growing their offering by growing their links with us.

I’d be delighted to talk about what they’re doing and how you can do it too. Book a call. 

Vipul Sheth is founder and MD of AdvanceTrack Outsourcing

Conference season is fast-approaching… and that brings about a mix of emotions.

For some, it’s an exciting time to meet and greet, to find out about new technologies, and attend insightful sessions. It is a tiring time, too, and ‘conference fatigue’ can set in quite quickly.

While there were some events last year, they were very much within the context of Covid restrictions. This year feels like it will be the first conference season ‘proper’ since 2019.

I recently wrote a blog on why communication and strong relationships are absolutely vital to what we do at AdvanceTrack. It is therefore logical that myself and the team love to take the opportunities provided to meet people across at events time.

On 10 May we have our own annual conference, taking place at the National Gallery in London. We want you, your people and your practice to grow, and that will be the focus of discussions on the day. We’ve a host of speakers on board, including Paul Shrimpling, Matt Flanagan, and Aynsley Damery – while the major software platforms will also be represented.

Across 11-12 May we have the one and only Accountex. I’m really looking forward to discussing tech and outsourcing as ‘essential components of a great practice’, from the Accountants in Practice Theatre at 1600.

Then there’s Xerocon across 20-21 July, where we shall also be exhibiting.

Some people struggle to value the opportunity to attend such events. And, as I mentioned earlier, they can be very tiring – and chaotic.

Ultimately, it’s impossible to learn about new technology, understand how it will fit into your organisation, meet vendors and service providers, and sign on the dotted line, all in a day. Attending a conference gives you an opportunity to build some insight, network with people you haven’t seen for a while (if at all), and look into the whites of the eyes of vendors – perhaps you have a tough question to put to them, or need something clarifying about their proposition.

In others words, these events are stepping stones in a process, and should also be viewed as supporting your continuing professional development (and your practice’s development).

Whatever stage you are at in your thinking, we would love to see you and have a chat. I’m out and about at these conferences so there are plenty of chances to catch up.

We understand that, as practitioners, a huge part of your offering is around communication and insight – we’d love to share some of our thoughts and advice with you. See you there!

If you haven’t booked a ticket for the AdvanceTrack Conference 2022, this blog will give you an introduction to the speakers you’ll be hearing on the day and an insight into what you’ll learn from them. 

This event will cover every element involved in helping your clients to run more efficient and adaptable businesses, whilst making sure both you and your clients are successful financially. 

Here’s a reminder of the key details:

  • What: The AdvanceTrack Conference 2022 – This year, the conference will be focused on Building clients up in unpredictable times
  • When: Tuesday 10th May 2022 
  • Where: The National Gallery, London (by kind permission of the Trustees and Director of the National Gallery)
  • Cost: £30 and all proceeds will be donated to and charities. 

We do ask a small charge for the ticket, but all proceeds from ticket sales will be donated to causes close to our heart. You’ll know charities have really suffered during Covid, and we see an opportunity to have an even bigger impact with our event. 

Meet the speakers

Paul Shrimpling of Remarkable Practice:

Paul’s passion for the accountancy profession was forged in his experience of growing, from scratch, a family manufacturing business.

The annual check-in with his accountant failed to deal with the emotional roller coaster of building the business, surviving two deep recessions and eventually selling the business.

This business education and the 21 years working exclusively with the leaders of accountancy firms underpins Paul’s determination to challenge accountants to better Humanise the Numbers.

Yes, accountancy will always be about the numbers, but accountancy must also be about the people and how they feel about the numbers.

Vipul Sheth, of AdvanceTrack:

Vipul Sheth is the founder and managing director of AdvanceTrack. As a Chartered Accountant, he has set out to change lives from the very beginning. 

“When I was growing up, my parents had the best accountant, someone who brought them critical analysis, business experience and truth. He was there to navigate all the difficult paths for them. This is what an accountant is supposed to do and our job at AdvanceTrack is to make sure that you have the time to do more of that.

We want everyone to be able to be an accountant that doesn’t just do a set of accounts, but is someone who changes lives.”

Matt Flannagan, of Bluehub and Appacus:

Matt Flanagan is the Co-Founder/Head Trainer at Appacus as well as MD at BlueHub. Through his seminars & educational programmes, he helps forward-thinking accountants to get the most out of cloud accounting and the surrounding app ecosystem. 

In his signature programme, The App Advisory Scale, he helps firms to build & implement app advisory services that generate additional revenue. Since 2014, he’s worked with leading Top 100 firms such as Taylorcocks, G+E, BHP and Old Mill, as well as many small to medium-sized firms. 

Matt is recognised as one of the leading voices in the cloud accounting & app ecosystem and is regularly invited to speak by software vendors such as Xero & Dext. You can find out more about Matt and how he can help your firm here.

​​Andrew Jordon of Connect4:

Andrew is the CEO at Connect4. He trained as an accountant in London in Corporate Tax and M&A before working in house as a consultant Finance Controller in the sunny climes of Brisbane. Andrew then switched to software as a member of Fathom’s leadership team, the management reporting tool before going on to found Connect4 in early 2020

Olly Cummings of Capitalise:

Olly joined Capitalise as Commercial Director in our first year, seeing us through three funding rounds. He’s a trained accountant (EY),  an ex-corporate finance professional (Smith & Williamson, HSBC), an ex-venture capitalist (Nauta Partners) and more recently helped establish and scale the partnerships team at MarketInvoice. He’s passionate about helping small businesses get the funding they need, and is a mentor at several small business accelerator programs.

Anneli Thomson of Sandler:

Anneli Thomson is a business development expert, specialising in sales development, growth and management training. Anneli is an award winning, dynamic, enthusiastic speaker who informs, entertains and motivate business owners, Managing Directors, senior managers and professionals.

In her spare time, Anneli is a part of Team Great Britain for Triathlon and competes across the globe.

Aynsley Damery of Clarity:

Aynsley is a chartered accountant, and former founding partner of Tayabali Tomlin, Accounting for Entrepreneurs – a multi award-winning accounting firm that specialised in business advisory. He sold that firm to Crowe in 2018.

He is the founder and CEO of Clarity – a business advisory platform for accountants, that enables more fee earners to offer more advisory services to more clients, more often.

He has advised thousands of businesses around the world and sits as an advisory board member on a number of companies and charities. Aynsley is considered one of the most influential accountants in the UK on social media and is a regular international keynote speaker.

Ian Gregory of AdvanceTrack:

Following an early career in engineering, academia and management consulting, Ian turned his talents to IT, delivering projects to a range of clients in healthcare, manufacturing and professional services and teaching at several leading business schools.

He has worked in over 20 countries for numerous multinational and small businesses, is a published author and has a Doctorate on knowledge transfer into businesses. 

David Hassall of XU Magazine:

David splits his time running a Platinum Xero Partner accountancy practice and XU Magazine, the magazine for Xero users by Xero users. He has been in the accounting industry for 12+ years and has a strong interest in fintech.

Louise Wilson of MoneyPenny:

​​Having been a previous client of Moneypenny, Louise was so impressed with the service quality and inimitable culture that she decided to make the career move and join our Business Development team in 2017.

Louise now heads our finance sector, and it’s thanks to her determination that Moneypenny has a team of dedicated receptionists answering calls and chats for hundreds of accountancy professionals. Her unrivalled experience means she has a profound understanding of the challenges our clients face in outsourcing and growing their firms.

Don’t miss out on our first live event in three years 

This will be our first live, in-person event in three years, and we’d love to see you there! 

The conference is the day before Accountex 2022. Plan to come a day early to get the most out of your time away from the office.

If you’re interested in attending, speak to your client manager for more information. Details of the event can be found here.