Specialist insight and business development support for accountants, and their vendors. Love cloud themes and projects.
More regular updates @richardsergeant
.@ReRichardbertin
makes the case for starting remuneration planning with clients , and some practical aspects to consider.
allin.place is the perfect tool to assess clients personal requirements and ability for the business to provide
accountingweb.co.uk/business…
We're delighted to announce that we are now @ICAEW software accredited.
In fact we are the only personal financial planning software for accountants to be so.
Our mission is to give you confidence in bridging the gap between business and personal planning. This is another step!
#Accounting is an industry with evolving client needs which tech often solves. Joining our panel 👉bit.ly/3xNtFS6 is @richardsergeant MD at @Principle_Point. They understand how accountants see the world with Richard's knowledge, insight and wisdom of the sector. 💡
Practice Talk alert!
Wednesday 3rd Feb 9.00am
Hear from two accountants about what it's been like for them to come into the family firm.
Click link to subscribe
ALT https://www.accountingweb.co.uk/entering-the-family-firm
>Zoom Doom Bristol
Offbeat networking relies on a spirit of giving.
To this aim I've created a just giving page for Free To Shine and want every attendee to contribute if they can.
With thanks to @aynsleydamery
for the nomination.
justgiving.com/fundraising/z…
📢Our ongoing shows will be back from Jan 18th with the latest insights in:
👉 #Taxes, practice management, tech and community
👉 Guidance for the latest government announcements and developments
👉 Tips to help advise your clients on key topics
bit.ly/36s0Qzs
How can accountants and IFAs work more collaboratively on personal financial planning for business owner clients?
@ReRichardbertin Tether Founder, joins @Octopus_UK to explore in this webinar for professional advisers.
1st Oct 10.00am
octopusinvestments.com/resou…
Leaving Bristol after an awesome #fintech event last night. Huge thanks to @richardsergeant@Principle_Point for hosting 😁loving the scarf, thanks a million <<Ice, Ice Bristol. Fab to catchup with and meet so many peeps 🙌
Making Tax Digital for Income Tax could make an appearance in March budget. Working with a cloud accounting specialist like TC Group will mean having access to the right solutions as the legislative details become clearer over time
tc-group.com/blog/pw-news/hm…
Looking at the food options for the incomparable >ICE ICE BRISTOL event in Jan.
Amazing pizza last time, which could be an option again, or maybe a local street food vendor.
Any thoughts?
Also, about 3 "On the Rocks" tickets left...
eventbrite.co.uk/e/ice-ice-b…