AccountingWEB

Using technology to improve efficiency in audit, tax and advisory for accounting firms

The whitepaper explores how technology, specifically Suralink, improves efficiency in audit, tax, and advisory for accounting firms by streamlining document management, enhancing client collaboration, and ensuring data security. It highlights the benefits of automation, visibility, and simplified onboarding processes in meeting regulatory requirements and delivering a better client experience.

The switched-on FD Handbook: How to lead an awesome finance transformation project

Finance transformation is both exciting and terrifying for any finance leader and something that can feel incredibly daunting when you have to run your first project.

If you are at the point where you know something needs to be done, or if you think that you’ll be there before long, this guide is aimed squarely at you.

We’re delighted to be partnering with Aqilla to bring you this handbook aimed at Finance Directors and teams looking to improve and streamline their finance function.

We wanted to produce something of a ‘how to’ manual with plenty of practical tips and insights from leaders who have been there, done it and very definitely got the t-shirt.

How a client engagement portal leads to practice efficiency and happier clients

Accounting practices need to handle large amounts of sensitive information. Whether carrying out audits for larger clients or simply gathering information needed for tax returns, being able to securely manage client information and keep track of client engagements is key.

We’ll hear from accountants who use Suralink and have seen first-hand how it can transform their audit teams, client onboarding, tax return processes and more.

Our agenda below covers the discussion points for Thursday, 2nd May at 2pm.

Agenda:

• The challenges faced in getting information from clients
• The need to be able to manage client documents across teams securely at scale
• Ways to save time and keep track of all your engagements across the practice
• Using technology to automate document gathering and improve document management and search
• Efficiencies that improve each year – roll-forward and request lists

How accountants can help their SME clients get the business banking they need

With the business banking landscape changing drastically over the past few years, many SME clients are facing difficulties getting the banking services they need and deserve. In this AccountingWEB webinar in association with Allica Bank, we’ll hear from two accountants about how they’ve helped their SME clients move their business banking to Allica Bank and the benefits they’ve seen, including a more personal service and access to products and rates designed for SME clients.

Agenda

• The structural challenges of business banking and how this impacts SMEs and their Accountants
• How and when does talking about banking come up in your client experience?
• How can making proactive recommendations deepen your client relationships?
• Where are the value-add opportunities to improve your clients' banking experience?
• How to develop the accountant-banker relationship

How to help your clients with their business banking

Download to learn:

• The banking service gap and how this can be rectified
• How to ensure SME clients make every penny count with better-informed financial decisions
• Why now is the prime time for accountants to work with challenger banks
• Two accountants' experiences of transforming client-banking relationships
• Tips on talking about business banking with your clients

De-stacking and de-risking accounts payable

Clients are increasingly looking for support from accountants with accounts payable. Discover how to save time, de-risk and reduce errors on our latest upcoming webinar to help you brush up your skills. Many businesses and accountants are still using outdated manual processes, creating risk of missing important deadlines and wasting time, as well as exposing the risk of errors and even fraud.

How to successfully move your finance platform and why you should

Outgrowing your finance system brings many challenges, but too often the fear of change or uncertainty about what the best solution would be can see businesses trying to soldier on with outdated or inappropriate solutions for their growing business.

In this webinar in association with The Access Group, our technology editor Tom Herbert will be joined by experts to look at why moving your finance platform needn’t be scary or difficult and outline the reasons why the benefits are worth the effort.

This webinar will take place on Tuesday 21st November at 4pm Bucharest (GMT 2:00)

Outsourcing: Certainty in times of flux

Discover how outsourcing can fuel rapid growth, offer cost savings, and provide access to top talent, while allowing your company to maintain focus on core tasks and get help on compliance requirements.

In this guide from AccountingWEB, we explore the compelling advantages of outsourcing for firms of all sizes., and how outsourcing can help ambitious practices overcome the barriers preventing them from taking on more clients.

Transforming the finance function: How the right tools help attract and retain talent

With the ongoing skills crunch in accountancy and finance, it’s vital that businesses and accountancy practices are able to retain existing staff as well as attract new talent. But the traditional slog of Excel and manual task processing doesn’t always lead to happy, productive teams.

Finance professionals face an overload of manual tasks and an outdated perception they are simply the company’s bean counters. AccountsIQ has recently carried out detailed research into the tools and processes used in finance teams and accountancy practices and how these impact job satisfaction. Drawing on this research and the expert insights of our panel we’ll investigate how things can be improved through a combination of technology and culture in firms.

Agenda

• How many different tools the typical finance team uses
• How much time they're spending in Excel and doing mundane manual work
• What the research showed about levels of stress in the profession
• How to ensure that teams feel valued and produce meaningful data and insights to help businesses

Managing multi-entity and complex reporting: finding the right tools for growing clients

Accountants and finance teams are handling increasingly complex reporting and accounting tasks. This webinar will focus on how they can make their lives easier by using flexible and customisable tools built for growing businesses and clients.

With real-life examples from accountants who have made the jump to mid-market finance software, including how to manage complex record keeping, reporting, and delivery of real-time data, you'll learn how to make better informed, long-term strategic decisions.

Agenda

• How to tackle complex, real time multi-entity reporting
• What problems are accountants facing right now?
• Why did Haines Watts decide to progress from entry-level software for certain clients?
• Which clients benefit most from this approach and how to begin?