Meet the Digital Practice People

Overview

Join us for an in-depth review and analysis of the key announcements from the 2024 budget affecting you and your clients.

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd CTA FMAAT

Director of Customer Education & Engagement, TaxCalc.

Sharon Cooke FCA CTA

Technical Director, 20:20 Innovation.

Overview

TaxCalc are delighted to be exhibiting at the 20:20 Innovation Annual Conference. The Conference theme is ‘Destination 2025’. In this practical and thought-provoking conference, 20:20 and their well respected and admired keynote speakers will highlight the steps needed to ensure that your practice is strategically positioned to thrive.

Overview

The TAG Community is unique and as with all TAG events the conference will be a hotbed of positive networking, content and great ideas for every delegate.

Overview

Technical advice, best practice hints and tips from our power users and answers to all your TaxCalc related questions.

Andy North

Chief Marketing Officer, TaxCalc

Dean Shepherd CTA FMAAT

Director of Customer Education & Engagement

Martin Davey

Practice Management Product Director

Overview

Accountex Summit Manchester is the North’s No. 1 event for finance and accountancy professionals. It’s free to attend, and all visitors will receive up to 8 CPD hours.

Overview

Are you truly maximising the value of the software you use? Join us to learn the small changes you can make to increase productivity, profitability and maximise the ROI from your software investment.

Andy North

Chief Marketing Officer.

Dean Shepherd

Director of Customer Education & Engagement.

Nick Moss

Head of Pre-Sales, Training & Onboarding.

Billie Mcloughlin

Practice Consultant & Chair of 20:20 Tech Talk.

Overview

What sectors are they focussing on? What tactics are they using? And what conversations should you be having with your clients?

Andy North

Chief Marketing Officer, TaxCalc.

Nick Davies

Partner and Founder, NHD Tax Solutions Ltd.

Paul Rigney

Head of ICPA and Tax Fee Protection specialist at Vantage.

Overview

This Power Hour is dedicated to helping your firm optimise use of TaxCalc’s Accounts Production tools – including the expanding FRS102 MLA suite and our latest release for consolidated accounts.

Andy North

Chief Marketing Officer, TaxCalc

Dean Shepherd CTA FMAAT

Director of Customer Education & Engagement

Siobhan Wilkes

Product Director, TaxCalc.

Overview

Come meet the TaxCalc team on stand C29 at Digital Accountancy Show 2024, a two-day event focusing on helping accountancy firms understand the transformative possibilities of digital technology.

The event is free to attend. A Premium pass option is available for £145.

Overview

Following on from last year’s session we’ll tackle your AML regulation and process questions and explore what the inspector expects to see if he's going to give you a clean bill of health.

Andy North

Chief Marketing Officer, TaxCalc.

Lucy Brown BSc FIAB

Co-founder, Calathea Solutions.

Mike Jardine BA Hons

Co-founder, Calathea Solutions.

Overview

This Power Hour is dedicated to helping your firm optimise use of TaxCalc’s Accounts Production tools – including the expanding FRS102 MLA suite and our latest release for consolidated accounts.

Andy North

Chief Marketing Officer, TaxCalc

Dean Shepherd CTA FMAAT

Director of Customer Education & Engagement

Siobhan Wilkes

Product Director, TaxCalc.

Overview

Whether you're looking to secure your financial future, leave a lasting legacy or escape from the burden of practice ownership, a successful outcome will hinge on maximising the value for any potential buyer.

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd CTA FMAAT

Director of Customer Education & Engagement, TaxCalc.

Bev Flanagan

Director, Bev Flanagan Financial Ltd.

Overview

We’re joined by AML expert Lucy Brown for a practical demonstration of how to complete the relevant sections in your AML software and explain what the inspector is looking for.

Andy North

Chief Marketing Officer, TaxCalc

Tom Ogden

Professional Services Consultant, TaxCalc.

Lucy Brown BSc FIAB

Co-founder, Calathea Solutions

Overview

The Chancellor has announced plans to expand cash basis accounting. Learn how the cash basis rules will intersect with MTD and basis period reform and what all this will mean to you from April 2024 and beyond.

Andy North

Chief Marketing Officer, TaxCalc.

Sarah Dudley ACMA

Compliance Specialist, TaxCalc.

Sharon Cooke FCA CTA

Technical Director, 20:20 Innovation.

Overview

Unmissable tricks and tips to help you make the most of TaxCalc, plus the chance to test your knowledge in our Christmas quiz!

Andy North

Chief Marketing Officer, TaxCalc

Danielle D'Arcy

Key Accounts and Strategic Partnerships Manager

Nick Moss

Head of Pre-Sales

Overview

Are half of all R&D claims really suspect? Join us to get the inside scoop on HMRC investigations and R&D claims.

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd CTA FMAAT

Director of Customer Education & Engagement, TaxCalc.

David Logan

Tax expert and co-founder of Tag Tax.

Lorraine Ellison FCMA, MiP, MBA

Founder, Simply Additions.

Overview

Getting you fully prepared for Tax Season

Andy North

Chief Marketing Officer, TaxCalc

Dean Shepherd CTA FMAAT

Director of Customer Education & Engagement

Danielle D'Arcy

Key Accounts and Strategic Partnerships Manager

Nick Moss

Head of Pre-Sales

Overview

Ever wondered what the inspector is thinking during a practice compliance visit?

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd CTA FMAAT

Director of Product Compliance, TaxCalc

Lucy Brown BSc FIAB

Co-founder, Calathea Solutions.

Mike Jardine BA Hons

Co-founder, Calathea Solutions.

Overview

Learn and share best practice for using TaxCalc software

Andy North

Chief Marketing Officer, TaxCalc

Danielle D'Arcy

Key Accounts and Strategic Partnerships Manager

Nick Moss

Head of Pre-Sales

Overview

Make sure you’re best equipped for Tax Season

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd CTA FMAAT

Director of Product Compliance, TaxCalc

David Oliver

Software Expert, Valued Academy

Billie Mcloughlin

Practice Consultant, 20:20 Innovation and Chair of 20:20 Tech Talk

Overview

Bring yourself up to speed with the topical tax planning issues affecting your clients

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd CTA FMAAT

Director of Product Compliance, TaxCalc

David Logan

Tax expert and co-founder of Tag Tax.

Lorraine Ellison FCMA, MiP, MBA

Founder, Simply Additions.

Overview

Learn from the best with our new, free service for TaxCalc customers, the TaxCalc Power Hour

Andy North

Chief Marketing Officer, TaxCalc

Danielle D'Arcy

Key Accounts and Strategic Partnerships Manager

Nick Moss

Head of Pre-Sales

Overview

Learn about upcoming changes to Corporation Tax rates and thresholds, how associated companies are treated and the impact that they have on tax calculations.

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd CTA FMAAT

Director of Product Compliance, TaxCalc

Sharon Cooke FCA CTA

Technical Director, 20:20 Innovation.

Overview

Draw on the independent experience of accountants who have used outsourcing, as well as insider insight, to explore how to make your outsourcing work.

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd CTA FMAAT

Director of Product Compliance, TaxCalc

Kaz Driver

Co-Founder, ThinkLittleBig Marketing

Eriona Bajrakurtaj FCCA MSc LLM PG Dip FS

CEO, Majors Accounts

Overview

Join our experts in our latest webinar sharing valuable insights and advice in countering the worst aspects of an investigation.

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd

Director of Product Compliance, TaxCalc

Sarah Scala

Chartered Tax Adviser and Head of Tax Dispute Resolution at Claritas Tax.

Paul Rigney

Head of ICPA and Tax Fee Protection specialist at Vantage.

Overview

Use of Cloud technology has been transformative for the accounting profession, there are many distinct advantages, but also pitfalls should you commit to an ill-fitting solution.

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd CTA FMAAT

Director of Product Compliance, TaxCalc

Billie Mcloughlin ACCA

Practice Consultant, 2020 Innovation and Chair of 2020 Tech Talk.

Overview

Find out how the managers from two practices, who switched to TaxCalc saved in the region of 60% on their annual practice software costs – and how you can too.

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd

Director of Product Compliance, TaxCalc

Overview

Our latest webinar will show you how to evaluate and implement the right software in advance of MTD for ITSA.

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd

Director of Product Compliance, TaxCalc

John Toon FCA

Senior Manager and Tech Strategy Lead, Beever and Struthers

Lorraine Ellison FCMA, MiP, MBA

Founder, Simply Additions.

Overview

This timely webinar equips you with insight and information to prepare effectively as Tax Season approaches.

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd

Director of Product Compliance, TaxCalc

Linda Frier

Founder, Coalesco Certified Accountants Ltd

Overview & key speakers

Get the strategies to educate your clients, prepare your staff and communicate to your internal teams.

Andy North

Chief Marketing Officer, TaxCalc

Dean Shepherd

Director of Product Compliance, TaxCalc

Eriona Bajrakurtaj FCCA, MSc, ACPA, LLM, PGDipFS

CEO, Major’s Accounts & Co Ltd

Overview & key speakers

Managing client communications is a critical function of practice management.

Martin Davey

Practice Management Product Director, TaxCalc.

Dean Shepherd

Director of Product Compliance, TaxCalc

Overview & key speakers

Since 2002, every accountant in the UK has had to comply with regulations around Anti-Money Laundering (AML).

Andy North

Chief Marketing Officer, TaxCalc

Dean Shepherd

Director of Product Compliance, TaxCalc

Siobhan Wilkes

Product Director, Accounts Production, TaxCalc

Overview & key speakers

There’s no getting away from it. As MTD for ITSA approaches, you’ll need to separate your clients into several groups and have a plan for each.

Andy North

Chief Marketing Officer, TaxCalc

Dean Shepherd

Director of Product Compliance, TaxCalc

Zee Razaq ACMA CGMA

Managing Director, Certax Accounting (St Albans District) LTD

Best practice in practice management.

Practice management often means different things to different people. Which is why it’s important to match the best practice management solution to suit your firm’s needs.

Martin Davey

Product Director - Practice Management, TaxCalc

Defining your services for MTD

As accountants, bookkeepers and tax advisers, you need to determine what services you intend to offer in order to support your existing and prospective clients in meeting new obligations.

Andy North

Chief Marketing Officer, TaxCalc

Dean Shepherd

Director of Product Compliance, TaxCalc

Zee Razaq ACMA CGMA

Managing Director, Certax Accounting (St Albans District) LTD

The SimpleStep^® Guide to MTD Readiness

Alongside a panel of accountants we've devised a step-by-step plan for a successful transition to MTD for ITSA. The SimpleStep® Guide to MTD Readiness.

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd

Director of Product Compliance, TaxCalc

Eriona Bajrakurtaj

Managing Director, Major's Accounts & Co Ltd

The Companies House Reform White Paper

The White Paper on corporate transparency and register reform looks set to introduce significant changes to the way corporate entities are administered.

Dean Shepherd

Director of Product Compliance, TaxCalc

Siobhan Wilkes

Product Director, Accounts Production, TaxCalc

How to prepare for a practice assurance inspection

With rumours of a significant increase in the number of practice inspections (and failures) circulating, TaxCalc brings you invaluable advice on what to expect and how to prepare.

Dean Shepherd

Director of Product Compliance, TaxCalc

Ann White

Owner, Abacus Accountancy & Payroll Services Limited

Uncover the latest on MTD

There was more in the recent announcement than a year-long delay – and it’s not what you expect! Join us for a dive into what else the government have announced.

Dean Shepherd

Director of Product Compliance, TaxCalc

Andy North

Chief Marketing Officer, TaxCalc