Author: Wayne Pope

The relationship between technology integration and success

When it comes to accounting firms, many rely on older ways of working. Things like Excel spreadsheets, classic bookkeeping methods and developing a client base purely from referrals rather than wider marketing. Certainly, back in the day, this was a perfectly reasonable way of doing business – but is it outdated now? Do those firms […]

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How to encourage client engagement during Self-Assessment season

It’s Self-Assessment season! Are you going to let this one fall into chaos or have you got the right systems and processes in place already? A massive consideration for all of you should be client communication. Without having a solid line of communication with your clients you risk late submissions, frantic data gathering, and last-minute […]

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Posted In Personal Tax

The challenge of data accuracy in auditing and how to fix it

As you know, data accuracy is essential in auditing, but it can be challenging to achieve. Auditors often face the issue of inconsistent or outdated data, with information coming from various sources that don’t always align. This inconsistency can lead to prolonged verification and reconciliation processes, as you then need to cross-check data to ensure […]

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How do you maintain consistency between one office and another?

Nowadays, accountancy firms can be stretched across multiple locations, especially since Covid and the rise of work from home. Often, this can arise from mergers or acquisitions where your firm takes control of another in a different city or town. On the one hand, this is a good thing! You can serve a wide array […]

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Day-to-day inputting of data will soon be a thing of the past, says AAT

An AAT whitepaper, The Future Accountant, outlines how the accounting profession is undergoing a significant transformation, driven by advances in technology. This shift, while not new, has been gaining momentum. It’s true, technology has always evolved industries, removed labour-intensive tasks and allowed professionals to focus on more meaningful work. However, in accounting, this trend is […]

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Posted In Personal Tax