Webinar: Future-ready accounting: How to evolve from compliance to advisory with AI & technology by AccountingWEB

About

The future of accountancy isn’t one-size-fits-all—but for many firms, the next big opportunity lies in moving beyond compliance into trusted advisory roles. By leveraging automation, AI, and real-time insights, you can deliver higher-value services, improve client relationships, and free up time for strategic work.

In this session, we’ll explore practical steps to transition from compliance-focused workflows to an advisory-led model—without overloading your team. You’ll also hear from guest speakers on how they’ve used Dext and other technologies to streamline operations, provide richer client insights, and achieve their long-term goals.

Why This Matters Now:

The accounting industry is undergoing rapid transformation. Clients increasingly expect proactive, data-led advice, not just end-of-year compliance. At the same time, talent shortages and economic pressures mean firms must do more with less. Leveraging technology like Dext allows firms to meet these demands—delivering faster insights, enhancing client value, and staying competitive in a crowded market.

Key Takeaways:

Come away from this session with practical, easy-to-follow steps you can put into action right away — helping you move from compliance-only work to offering valuable advisory services, including:

- Automated Data Capture & Processing
- Real-Time, Accurate Insights
- Scalable Client Advisory Services
- Seamless Workflow Integration
- Data-Driven Client Relationships

Presenters

Jake Smith

Head of Branded 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.

Paul Lodder

VP: Product Strategy and Accounting expertise, Dext

Paul Lodder joined Dext with 20+ years in practice at Sagars Accountants where he was a partner heading up the cloud accounting offering. ACCA qualified since 2003 Paul led the firms MTD and digital strategy, and provided support on digitalisation to accountants & bookkeepers across the country as well as providing solutions to clients’ challenges and supporting them to achieve their goals across accountancy, taxation and business advisory services. Paul is recognised as a leading expert on the implementation and benefits of digitalisation.

Adam Ginns

Co-Founder of Layers Accountancy

Hi – I’m Adam Ginns, Co-Founder of Layers Accountancy. We’re a modern accountancy practice based in Cheltenham, and we’re trying to do things a little differently. While embracing digital tools and automation, we believe the heart of accountancy is human. That’s why we get involved in our clients’ businesses year-round, not just at year-end.

At Layers, we provide a full suite of services—from bookkeeping and statutory accounts to business consultancy and fractional finance director roles. Everything is delivered under a simple, monthly pricing model with no hidden fees—because clarity breeds confidence.

Our mission?

“Present, every step of your journey. Helping you build financial success one layer at a time.”

I’ve been lucky to work across the spectrum—from boutique firms to global accounting giants. Over the past decade, I’ve shaped what I believe is the best way for accountants to serve: with transparency, personality, and purpose.

Layers is more than just a firm—it’s a community. I’m passionate about building a practice that supports its team, uplifts its clients, and brings a little fun into finance. Because what’s the point of running a business if you don’t enjoy the ride?

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