Guest Speakers

ICB Bookkeeper Sarah Douglas will share how she uses Microsoft in her practice HouseTree to simplify and automate admin tasks. The workshop will explain how Sarah has used this software to improve internal work processes, and advise how you can make the most of the Microsoft suite in your own practice.

Bookkeepers have access to vast amounts of sensitive client data, which makes them ideal targets for cyber attacks.  As cybercrime becomes more sophisticated, having policies and practices in place for cyber resilience has never been so important. Come and join Trevor Bradfield of Unity IT at the Leeds event as he highlights the 5 controls that make up the Cyber Essentials Certification and how, when these are applied, these reduce your risk of succumbing to these attacks.

LinkedIn™️is the best social media platform to help bookkeepers get noticed, grow their brand, and attract clients & staff.  

BUT.  

We all know how difficult it is to create content that works, is sustainable and engaging. In this session, Ashley will be sharing his knowledge to help you to become a creator on LinkedIn. He’ll look at the basics, how to plan your content and how to theme your days.  

You’ll find out when the best time to post as well as look at the different types of content, why we need to be personal and yes, we will be talking video! 

If you want to up your game on LinkedIn this is for you. 

Do you have clients who cause you pain but resist realistic fees? Clients who bring everything in at the last minute? You know you deserve better clients but how can you turn those D clients into Cs or wave a final farewell? 

Della will provide ideas on how to triage your clients, how to improve their behaviour, and what to say if you finally decide to disengage

 Values are just words, right? Wrong. Values set the standard in your business and set you on the road to achieving a fulfilling and valuable future. 
 
In this session we are going to get real and think about your values in depth. Do you have any identified? Are they as useful as they can be? How do they work in real life?  
 
Values are nothing if you don’t apply them to your business. In this session we will talk about how you can overcome obstacles, have great conversations with your clients and build a united team by adhering to your most important asset.  
 
This isn’t just the soft stuff. This has the power to define your brilliance and your brilliant future. We will look at case studies to show you how it can create magic.  
 
Come with paper and pen, we are going to start thinking in earnest!  And you will go away better than before. And that’s guaranteed.

According to The ADHD Foundation, 20% of people in the UK are neurodivergent, meaning 1 in 5 of your clients, employees and subcontractors are neurodivergent.  In this special workshop, Neurodivergent bookkeepers Rebecca & Lawrence Watmore MICB ICPA share advice on supporting neurodivergent clients in order to strengthen your working relationship. They will also give practical tips on how you can alter your communication styles and your processes to create a more inclusive environment.  

 How to add value to client /bookkeeper relationship AND look after yourself.

Topics covered will include:
👉🏼 Lowering net adjusted income to recover child benefit
👉🏼 Cashflow planning for retirement
👉🏼 Investments for children including pensions and junior ISAs
👉🏼 Relevant Life Plans