Webinar: Managing the transition to MTD for IT by AccountingWEB

About

This webinar will focus on how to make the transition to MTD for IT, looking at how to ensure that you are ready within your practice for the transition from self assessment to MTD for IT.

Joining AccountingWEB's Jake Smith will be Ian Phillips, head of partner sales at Xero, and expert practitioners who will provide advice and guidance to assist you on your MTD journey.

In this webinar, you will learn about the following areas:

- Communication: What should you be saying and when?
- Pricing: How are you approaching this?
- What tech stack changes might be needed and how and when will you do this?
- What challenges might you face with the transition to MTD quarterly filing and how can you minimise disruption juggling the different agent types and filing regimes?
- Strategies for managing tech-averse clients - what options are available?
- What opportunities could be available to firms? How more streamlined record-keeping can help with providing higher-value services.

Presenters

Jake Smith

Head of Commercial Content, AccountingWEB

AccountingWEB’s Head of Branded Content joined the team in July 2021 to work closely with vendors and clients to help deliver engaging, original content for AccountingWEB members.

Ian Phillips

Head of Partner Sales

As Head of Partner Sales at Xero UK, Ian is instrumental in the adoption of cloud-based solutions within accounting and bookkeeping firms, fuelling practice innovation. Drawing on over 10 years working with the accounting sector, including nine at Xero, he brings a profound understanding of the challenges facing professional services and their small business clients. Ian is committed to leveraging technology to transform client service delivery and passionately supports professionals on their journey to digital mastery, empowering them to create superior client interactions.

Sarah Gardener

Head of Outsourcing, Shaw Gibbs

Sarah works with a client-base which comprises of University spin-outs and innovative UK subsidiaries. She helps clients to really understand their numbers, identify opportunities and achieve their strategic objectives.

Andy Carey

Partner, McBrides

Andy is a partner at McBrides Accountants, which has recently joined top 40 firm DJH. Andy leads McBrides’ outsourced business services team and internal IT team. He is also responsible for advising unincorporated businesses and audit exempt limited companies across a range of business sectors.

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