AdvanceTrack Conference 2023

Vipul Sheth is the founder and owner 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.”

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.

Chief Story-Teller at Clarity, B1G1 Co-Founder, TEDx Speaker, Mentor Global Entrepreneurs. Paul is a 4-time TEDx speaker. He is a Senior Fellow in one of the World’s Leading Think Tanks and holds a Lifetime Service Award to the Accounting Profession in the UK.

Paul first made his mark on the Accounting profession through the radical Accountants’ Boot Camp process enabling over 17,000 Accountants worldwide to work with their clients in new ways.

His book, (co-written with Ron Baker) ‘The Firm of the Future’, is widely regarded as a breakthrough book for professional firms.

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.

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.

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.

Brian has a wealth of experience in helping professional service firms be more effective, using software and consulting techniques to improve and grow business value. 

Brian’s experience and knowledge of business, strategy and management – gained from different countries and cultures – helps others see a forward path, revealing options and value improvements. His ability to communicate highly technical concepts in a way that makes it easy for others to understand is essential for bringing teams into a discussion on change, helping them define solutions, and working to make them a reality. 

He possesses strong leadership and communication skills and has gained a reputation for building cohesive high-performing teams through his people-orientation and leading by example. He maintains a strong adherence to principles, values and beliefs while focusing on and achieving results. 

Brian earned a Bachelor of Business, Accounting degree from Deakin University in Australia.

Brian developed the methodology, trademarked Envision, which unearths the forces that are restraining business performance, technology and process change. Envision provides a space for action and directs focus on the forces that drive your future growth and Why.

A keen Open water swimmer – Brian completed a 4 person English Channel relay in 2017 and his  Windermere solo in 2020.