With webinars aplenty, another conference on the horizon and a return to Accountex, there’s no letting up for the AdvanceTrack team

It is busy but exciting times for AdvanceTrack. First, we have two webinars around the corner.

  • 9 May: ‘How to actually get marketing done in your firm’
  • 21 May: We discuss ‘How technology can help you deliver a cost-effective bookkeeping service’ with Tom Port from Auto Entry

We are making a big push to provide accounting firms with interesting and informative online video shows. Our previous webinar was the provocatively-titled ‘Do you have the balls to be a business advisor?’. Held on 18 April, our MD Vipul Sheth and Spotlight Reporting’s Debbie Spooner discussed whether accountants have the ‘courage’ to be a true business adviser.

Our previous recording saw Vipul and BlueHub’s Matt Flanagan discuss how to align the process and technology steps to deliver more advisory work. We are also preparing for our second client conference. Following last year’s successful show, AdvanceTrack is back for more.

There will be an important session covering AdvanceTrack’s GDPR journey which, hopefully, you will have picked up some useful information from in our main feature this month. Popular accountancy consultant Paul Shrimpling will talk about being a ‘value-added’ practice – and why getting to grips with clients’ bookkeeping is a vital step in that journey.

Other sessions will cover marketing; and how to access client data quickly online. BlueHub and Receipt Bank will also be in attendance to provide insight. We’re delighted to be back again at the biggest accounting technology event in the UK: Accountex. It will, as ever, bring together more than 200 exhibitors while running an extensive programme of speakers and sessions. Whether a current client, or just interested to find out more about AdvanceTrack, pop along to our stand for a chat.

More information

To register for our upcoming webinars, and to view our previous shows, visit www.advancetrack.com/webinars.

For more details about our client conference, visit www.advancetrack.com/events or e-mail us at advice@advancetrack.com. Come and visit us at Accountex across 23-24 May; attendee details can be found at www.accountex.co.uk.

This year is going to be a very busy, but very exciting, time for AdvanceTrack – and we’d like you to join us

While companies that provide technology-driven solutions have a reputation for not always engaging with their customers, we put customer service and understanding your requirements as top priority.

We’re delighted, therefore, to be able to announce two opportunities for you to meet with us and discuss where you’re heading, and hopefully how we can help you on that journey.

First off, we have the Quickbooks Connect show, held across 27 and 28 February in London’s Printworks.

This year’s agenda covers the most relevant issues facing practices: from marketing (harnessing social media and building a digital brand) through to moving your practice and clients to the cloud.

“We’re taking part to meet with forward-thinking practices, many of whom will already be clients of ours and hopefully some new faces as well,” says Vipul Sheth, founder and MD of AdvanceTrack. Sheth expects conversations to revolve around Making Tax Digital (see this month’s feature spread for more). He foresees many practices wanting a ‘solution’ to MTD, and a big part of that will involve the use of efficient cloud-based bookkeeping among other things.

More importantly, making this transition will put client information into practices’ hands that they can leverage to provide a better service. “The truth is that we speak about this a lot,” says Sheth. “If practices see this as ‘stopping clients getting tax penalties’ then it’s a client/adviser conversation about price. But good conversations with clients is about helping them run their business. Then clients look at the price and say ‘this is what I pay my accountant for’.”

Next we have AdvanceTrack’s own conference, following on from last year’s successful inaugural event at America Square with 70 people in attendance. The invitation-only event will see respected consultant Paul Shrimpling set out the process by which you deliver higher-value services to clients. The conference will then follow workshop-style sessions that provide more detail and insight into making that transition.

The conference will take place a few days after GDPR comes into effect – and AdvanceTrack will outline what we’ve done to make sure we are a compliant organisation.