Name: Bookkeepers Summit 2024
Start: 08/11/2024 08:00 AM +00:00
End: 14/11/2024 05:00 PM +00:00

Hello! We're so glad you're here. What do you think of the Bookkeepers Summit so far?
If you're not yet a member of ICB, chat to our team about the benefits of joining. Bookkeepers trust us as their professional membership body because we care.
For 28 years we've supported, promoted, informed and connected bookkeepers across the world and provided a globally respected qualification for the bookkeeping profession.&nbsp;&nbsp;
We are the UK's only dedicated bookkeeping professional body and we're the fourth largest AML supervisor in the accounting sector.
Becoming an ICB member is the best way to differentiate yourself as a professional bookkeeper anywhere in the world. Our community is uniquely welcoming and engaged, and members enjoy strong on-going professional support, technical, legal and tax advice, and exclusive discounts on business and personal shopping.
In the UK we run over 200 events a year both on and offline to make it fun and easy to meet other bookkeepers, make friends, and stay motivated.

<a href="http://xero.com/">Xero</a> is a global small business platform with 3.3 million subscribers which includes a core accounting solution, payroll, tax, workforce management, expenses and projects.&nbsp;
Xero also provides access to financial services, and an ecosystem of more than 1,000 connected apps and more than 300 connections to banks and other financial institutions. Through Xero&rsquo;s open platform, small businesses can connect to a range of solutions that help them run their business and manage their finances.&nbsp;
Xero has won a number of awards in the UK. These include Bookkeeping Software of the Year at the 2021 ICB Luca Awards and Accounting Tech of the Year at the 2022 UK FinTech Awards.
In 2020, Xero was included in the Bloomberg Gender-Equality Index and recognised by <a href="https://www.xero.com/au/about/investors/idc-report/?escape=true">IDC MarketScape</a> as a leader in its worldwide SaaS and cloud-enabled small business finance and accounting applications vendor assessment.

Xero

Sage has supported UK accountants and bookkeepers for over 40 years. Whatever you and your clients need - from bookkeeping to payroll, accounts production and tax to payments - we&rsquo;ve got the technology and the people to help you succeed. We'll help you unlock the benefits of automated bookkeeping and payroll software and become a digital-first practice.
Today, our UK team serves more than 15,000 accountancy and bookkeeping practices and their one million clients across the UK. We recognise the vital role you play in helping businesses to survive and thrive, and we&rsquo;re here to help you succeed with the latest technology, the best support and our dedicated team.

Sage

Apron helps businesses to grow by simplifying payments. Uploading and extracting data from receipts and invoices on the go with Capture saves hours every month. Custom payment workflows make collaboration a breeze. And because Apron syncs with your accounting software, reconciliation is automatic.A flexible, powerful, end-to-end payments solution built for business owners, accountants and bookkeepers. Take the pain out payments from &pound;5/month for Apron Capture, with Pay plans to suit every client scenario and industry. &ldquo;You don&rsquo;t need to be added  to the bank to set up payments, which cuts out all the admin on that side.  It&rsquo;s a great collaborative tool for businesses of all sizes to work alongside a bookkeeper, without  the bookkeeper having the extra anxiety around payments. It also works where other apps don&rsquo;t, due  to it not relying on open banking.&rdquo;
Lara Manton, MICB, LJM Bookkeeping Ltd

Apron

FreeAgent is award-winning UK-based accounting software used by over 150,000 small businesses, landlords and their accountants and bookkeepers. Easy for clients to use, with a handy mobile app, hassle-free expense tracking, invoicing and bank feeds, FreeAgent offers MTD-compliant VAT filing, Self Assessment, Final Accounts, Corporation Tax and much more.
&nbsp;

FreeAgent

&nbsp;
IRIS is the largest single direct supplier of mission-critical software and accountancy solutions in the UK, taking the pain out of processes and enabling accountants and bookkeepers to focus on the work they value.
More than 24,000 UK accountancy and bookkeeping practices rely on IRIS&rsquo; fully integrated cloud-based solutions to drive productivity and generate more profit.
Additionally, over 4,500 IRIS customers use IRIS Elements for running at least some of their business activities, and with 2,000 customers using the platform, it continues to gain momentum and ensures customers can look forward with certainty and confidence.&nbsp;

IRIS

Intuit QuickBooks is committed to powering prosperity around the world for accountants, bookkeepers, self-employed, and small to medium sized businesses. Our ecosystem of smart accounting solutions drives efficiency through automation, integrated apps and award-winning customer care. We make it easy to manage everything in one place. Support your clients and boost your productivity with us.
Speak to someone on our team today and learn how you can save time, grow your practice and be ready for Making Tax Digital with QuickBooks Online Accountant.&nbsp;&nbsp;
Pay less, get more
<ul>
<li>Free for accountants and bookkeepers in practice.</li>
<li>Pay a discounted rate for every client you add.</li>
<li>Sign up to see the latest pricing offers for your clients.</li>
<li>Automatic enrolment as a silver ProAdvisor.</li>
<li>Talk to us about licence package options on 0808 168 4252 (8am-8pm Mon-Fri [ex. bank holidays).</li>
</ul>
Get the support
<ul>
<li>UK-based expert phone support.8am-8pm Mon-Fri [ex. bank holidays]</li>
<li>Free QuickBooks Online and Advanced Certification training.</li>
<li>Free onboarding, marketing and Making Tax Digital resources.</li>
<li>Every client covered with VAT bridging software and e-filing.</li>
</ul>
&nbsp;
If you have any questions, please post them to the team, and we will respond back to you as soon as possible.If you would like more information or a meeting with one of our representatives, please complete this short form: https://www.surveymonkey.com/r/XQYNTVJ&nbsp;
By submitting the form, you agree to be contacted for follow-up purposes related to this event. For more information on how we handle personal data, please review our Privacy Policy here: https://www.intuit.com/privacy/statement/

Intuit QuickBooks

Bright provides a suite of industry-leading software solutions for accountants and bookkeepers across the UK and Ireland. Since our inception in 2021, Bright has acquired several best-in-class software solutions with one crucial thing in common &ndash; world-class customer support that accountants and bookkeepers can depend on. &nbsp; &nbsp;&nbsp;
Our multi-award-winning, user-friendly and innovative products let users support clients while profitably running their practices, with the backing of exceptional support.&nbsp;
Our vision is to power the digital practice of tomorrow, today by offering innovative solutions that are cloud-based and seamlessly connected through integrations.&nbsp;

Bright

With 55+ apps catering to every major business category, including sales, marketing, customer support, BI and analytics, finance and operations, productivity and collaboration, Zoho Corporation is one of the world's most prolific software companies serving customers from small businesses to large corporations.
Zoho is a privately held technology company headquartered in Chennai, India, with offices in the UK, across Europe, and many others worldwide. With a commitment to user privacy and no ad-revenue model, over 100 million users globally use Zoho to run their businesses.
Zoho's Finance suite that includes Zoho Books, Zoho Practice, Zoho Expense, Zoho Inventory, Zoho Billing, and Zoho Commerce is designed to empower businesses and finance community to streamline and manage end-to-end finance and operations with ease.

Zoho

ApprovalMax is an award-winning B2B software platform used by businesses around the world to build robust financial controls. It streamlines the approval process by allowing users to create automated workflows to approve bills and invoices. ApprovalMax integrates with platforms such as Xero, QuickBooks Online, and Oracle NetSuite to unlock powerful efficiencies for accounts payable and accounts receivable functions in any finance team.&nbsp;

ApprovalMax

TaxCalc&rsquo;s LUCA award-winning software is trusted by 11,000+ UK firms. With its CloudConnected, continually updated, feature-rich suite of practice management, tax and accounts compliance tools (including a new Charities add-on in 2025), now&rsquo;s the time to switch to TaxCalc &ndash; whether you&rsquo;re a start-up, growing or established larger firm

TaxCalc

<a href="https://www.plustek.com" target="_blank" rel="noopener">Plustek</a> has been a trusted leader in automation solutions for nearly 40 years, helping businesses around the world to streamline their workflows, reduce manual tasks, and boost productivity. With a deep understanding of the unique challenges bookkeepers face&mdash;from managing VAT returns and Income Tax Self-Assessment to ensuring compliance with HMRC regulations&mdash;we&rsquo;ve created solutions that are not only powerful but also user-friendly.
At Plustek, we firmly believe that automation should be accessible to everyone, not just those with a technical background. That&rsquo;s why we&rsquo;ve designed our tools to simplify even the most repetitive tasks, allowing bookkeepers to focus on what truly matters&mdash;serving clients and growing their businesses. Whether you&rsquo;re looking to reduce manual data entry, organise documents more effectively, or handle large volumes of client files with ease, our solutions are built to seamlessly integrate into your existing workflow, without any disruption.
We understand that every bookkeeper&rsquo;s needs are different, which is why our solutions are fully adaptable. Whether you&rsquo;re using QuickBooks, Sage, Xero, or another platform, our tools integrate effortlessly, ensuring that you can keep everything running smoothly without the hassle of switching systems. Moreover, we prioritise compliance, so you can be confident that our tools will help you meet HMRC&rsquo;s requirements without any extra effort.
Why choose Plustek? Here&rsquo;s what makes us stand out:
<ul>
<li>Seamless Integration: Our tools work smoothly with your existing accounting software, whether you&rsquo;re using QuickBooks, Sage, Xero, or any other platform. No need to overhaul your system&mdash;we fit right in.</li>
<li>Time-Saving Automation: Reduce manual data entry and automate repetitive tasks, freeing up valuable time so you can focus on higher-value activities.</li>
<li>Error Reduction: Automation helps to minimise the risk of mistakes during busy periods, ensuring that all documents are organised and processed accurately.</li>
<li>Compliance with HMRC: Stay effortlessly compliant with HMRC regulations, from VAT submissions to Income Tax Self-Assessment, without the stress of manual paperwork.</li>
<li>Scalability: Whether you're handling a few clients or managing a large portfolio, our solutions grow with your needs, making it easy to handle larger volumes without the extra workload.</li>
</ul>
Our goal is to help you save time, reduce errors, and improve efficiency in your bookkeeping processes. By automating key tasks, you can manage your clients with greater ease and confidence, all while ensuring that your practice remains fully compliant with industry standards.
To learn more about how Plustek can transform your bookkeeping workflow, we invite you to visit us at Booth No. at the UK Bookkeeper Summit. Our team of experts will be on hand to show you how our tools can simplify your day-to-day tasks and help you achieve more. Alternatively, you can click the link to connect with one of our experts for a one-on-one chat.

Plustek Inc.

Dext improves financial workflow efficiency worldwide by embracing AI and emerging technologies for effortless bookkeeping. We offer innovative products, automated data extraction, and unrivalled integrations that help accountants, bookkeepers and businesses take back time and make the right decisions when it counts. Recent award wins include Best Accounting &amp; Pre-Accounting Automation Specialists 2023.

Dext

At Ideal Schools, we provide fully tutor-supported home study courses that cover the entire ICB qualification syllabus. Our personalised learning approach ensures students have direct access to our award-winning tutors, guiding them every step of the way. With comprehensive hard copy materials, online resources, and regular assignments, students are fully prepared for exams, including access to all available ICB mock exams. Join our thriving student community through Virtual Welcome Meetings, active social media engagement, and supportive Facebook Groups.  For expert guidance and exam success, choose Ideal Schools. 

Ideal Schools

Embrace Cloud-Empowered HR &amp; Payroll Compliance with Buddy.
Payroll Executives and Bureaus are known to work in high-pressure environments, where you need extremely quick turnarounds, with laser precision accuracy whilst maintaining the highest standards of compliance. After-all an employee that&rsquo;s not correctly paid, could mean that they move on, or even lose the client altogether.
With this in mind, Buddy is here to ensure that you are not only providing compliant payroll from just about anywhere but also being able to conduct payroll effectively. Buddy allows you to leverage automation, an employee portal as well as employer collaboration tools, so you can focus on having key conversations.
Features included:
<ul>
<li>Payroll Calculations</li>
<li>AutoEnrolment</li>
<li>Holiday Pay</li>
<li>Payrolled Benefits (cars)</li>
<li>HMRC FPS EPS...</li>
</ul>
Buddy is an HMRC RTI Recognised solution, that also integrates with Xero; ( Sage &amp; Quickbooks coming soon). Buddy is also integrated with Nest, Smart Pensions, People's Pensions, (Penfold integration coming soon) If you know payroll, which we know you do, you'll find Buddy helps make your life easy; watch our product videos to get an indication on the look and feel. Try out a free demo today, or talk to us on chat for a 1-1 demo overview. Buddy is currently available in the United Kingdom and Malta.
Below is some of the Key Functions and Automations
<ul>
<li>HR &amp; Vacation Management</li>
<li>Holiday Pay</li>
<li>SSP &amp; Other Benefits</li>
<li>HMRC Connected</li>
<li>Pension Integration</li>
<li>Time &amp; Attendance Integrations</li>
<li>AccuPay&trade;</li>
<li>TimesheetPic&trade;</li>
<li>Accounting Integrations</li>
<li>Two-Factor Authentication</li>
<li>Detailed Change Audit Logs</li>
</ul>
PS. for ICB Members and attendees of the Bookkeepers summit, who offer payroll as a service (bureaus), we have an exclusive offer that includes Unlimited Clients, Payrolls and Employees for a small annual license. If you want to learn more and influence the future of payroll, speak to one of our team members to get you started. Offer valid for anyone registering their interest until the end of the Bookkeepers Summit

Buddy HR

HMRC advisors will be in attendance to answer all your questions in relation to Making Tax Digital for Income Tax.

HMRC

Adfin is an all-in-one accounts receivable platform built to simplify how businesses get paid. Designed with accountants and bookkeepers in mind, Adfin makes managing collecting payments faster, cheaper, and easier. We believe that when your clients thrive, so does your practice.
Transform Your Payments with Adfin
At Adfin, we're on a mission to simplify how accountants, bookkeepers, and small businesses get paid. Our platform integrates all payment methods, including cards, direct debits, open banking, and bank transfers, into one seamless solution. This allows you to boost cash flow for your clients and help them grow&mdash;all while enjoying transparent, fair pricing with no hidden fees.
Effortless Collections on Autopilot
With Adfin, raising invoices is a breeze. You can either create them directly in your accounting platform or let our AI handle the import for you. Automate distribution and follow-up reminders, ensuring your clients receive timely notifications&mdash;all under your brand. Say goodbye to manual processes and hello to collections on autopilot!
Designed for Accountants and Bookkeepers
Our platform is crafted specifically for accountants and bookkeepers. It empowers you to launch proactive advisory services, manage credit control efficiently, and eliminate the hassle of aged debtors reports. Adfin brings together your data&mdash;and your clients&rsquo;&mdash;into a single dashboard, streamlining your workflows and improving financial reporting.
Join Our ABC Club Today!
Become a part of our ABC Club to enjoy exclusive benefits tailored to your practice. With three membership tiers&mdash;Bronze, Silver, and Gold&mdash;you can unlock discounts on transaction fees, gain access to best-in-class support from the Adfin experts, and collaborate closely with us to enhance your client services.
"Working with Adfin feels like a dream scenario for a business owner - I've got a team of smart, dedicated people building software to solve my biggest business problems." Alex Eames, CEO Helpbox UK
&nbsp;

Adfin

Book in 1-to-1 demo call: https://calendly.com/gareth-salomon/xenon-connect
Xenon Connect is a powerful toolkit for Xero, QBO &amp; FreeAgent Users that finds bookkeeping issues and helps you fix them, faster.
Bookkeeping Health Score View the health of all of your clients&rsquo; bookkeeping data in one place to decide which clients require your attention most urgently. The health score is calculated automatically and is based upon the quantity and importance of the bookkeeping data issues found within your client&rsquo;s Xero organisation.
Detect Specific Bookkeeping Issues Xenon Connect automatically detects transactions and issues within your clients&rsquo; Xero, QBO &amp; FreeAgent accounts that require your attention. Each bookkeeping data check feature has a clear &ldquo;issue, so what? &amp; solution&rdquo; explainer box at the top.
Push corrections back with 1 click! When an issue is detected and you have reviewed it, Xenon Connect allows you to push back corrections to transactions with 1 click.
Transaction Counts Is pricing and repricing a tedious task in your practice? Xenon Connect provides with you turnover and transaction count details for all of your cliens in 1 place.
Made by UK bookkeepers and accountants in practice.
Don't miss our demo session on the ICB VIrtual Tech Day (Wednesday).

Xenon Connect

Card Payment Specialists. We provide smart solutions for companies of all sizes and pride ourselves on our unparalleled, dedicated service.&nbsp;
We advise business owners on the best solutions for Point of Sale, online payments and face to face card processing, from pop-up stalls to PLCs.&nbsp; We work exclusively with Dojo as we believe them to be the best provider.
We're looking to partner with bookkeepers and accountants who support clients taking card payments.&nbsp; We'll do the best we can in offering the lowest rates to your clients and offer referral rewards to introducers of &pound;100, &pound;250, &pound;375 or &pound;500, based on card turnover.

Safepay - Empowered by Dojo

Discover the full Accountex Portfolio - global events, regular webinars and an online news platform, all for free. The goal? To help accounting, bookkeeping and finance professionals source software and service suppliers, stay up-to-date and grow their professional network.
<a href="https://www.accountex.co.uk/london/" target="_blank" rel="noopener">Accountex London</a>, the World&rsquo;s largest accounting and finance event, returns to ExCeL on 14-15 May 2025. Explore 300+ suppliers and 180 seminars, with the chance to earn up to 16 CPD hours.
<a href="https://accountexmanchester.com/" target="_blank" rel="noopener">Accountex Summit Manchester</a> takes place at Manchester Central on 23 September 2025. This one-day event welcomes 120+ exhibitors and 32 seminars. Plus, get up to 8 CPD hours.
Explore the full portfolio <a href="https://www.accountex.co.uk/">here</a>.

Accountex

Engager is the all-in-one practice management software designed specifically for accountants and bookkeepers. We provide an easy-to-use platform that helps streamline client onboarding, task management, pricing calculations, and document creation &ndash; everything you need to manage your practice in one place.
With Engager, you can:
<ul>
<li>Seamlessly manage client engagement, from onboarding to ongoing support.</li>
<li>Automate workflows to boost productivity and free up your valuable time.</li>
<li>Customise your client communication with our powerful Document Designer.</li>
<li>Provide clients with a secure, intuitive portal for signing documents, accessing files, and more.</li>
</ul>
Our goal is simple. To make practice management easier and more efficient, allowing you to focus on what really matters &ndash; delivering value to your clients and growing your firm. Whether you&rsquo;re a solo practitioner or part of a larger team, Engager is here to help you thrive.
Ready to see how Engager can transform your practice? Visit our virtual stand or book a demo today!

Engager

XBert safeguards and empowers bookkeeping and accounting teams, super-charging efficiency and data quality. AI-powered alerts monitor your data integrity, team performance and capacity to get more done. XBert Intelligence enables you to differentiate your firm by creating your own bespoke data quality alerts and health checks, across all your clients or individually. Quickly produce reviews of the P&amp;L, balance sheet or even create an advisory meeting agenda at the click of a button. If you&rsquo;re looking to scale and retain clients, start using XI to create your advantage today.

XBert

Ability Portals Practice Management &ndash; the answer the stress free practice management.&nbsp; &nbsp; Are you struggling to manage deadlines, keep up with tasks and onboard customers? We help you organize and streamline your practice by putting all of your admin into one online platform. With Ability Portals you can be certain that you&rsquo;ll never miss a beat with keeping on top of your clients, and onboarding new customers becomes a breeze.&nbsp; &nbsp;&nbsp; We&rsquo;re not like other off-the-shelf platforms though, we provide a thorough personal onboarding which means you&rsquo;re not left to set everything up by yourself.&nbsp; &nbsp;&nbsp; Web: https://www.abilitysoftwaregroup.com/ability-portals-for-accountants&nbsp; Email: info@abilityportals.com&nbsp; Telephone: 0203007770&nbsp; Call: https://calendly.com/abilitytg/30min&nbsp;

Ability Portals - Practice Management

At Fresh Financials, we are actively seeking to acquire bookkeeping practices, offering fair value and a deep understanding of the industry. With our award-winning expertise and a genuine passion for bookkeeping, we ensure a smooth, professional transition, so that your client's continue to receive the exceptional care they've grown accustomed to. We are dedicated to building relationships based on trust and open communication. By understanding each business's unique aspects, we empower clients to make confident financial decisions. We are committed to maintaining the highest standards of service, ensuring your clients continue to receive the exceptional care they deserve.

Fresh Financials

This is it. The one accountancy event you can&rsquo;t miss in 2025.
The Festival of Accounting and Bookkeeping (FAB) is your chance to get together with the entire accounting and bookkeeping community for two FABulous days on 12-13 March 2025 at the NEC, Birmingham.
Partnering with the ICB, we&rsquo;re creating an event that truly serves the bookkeeping community. Alongside top exhibitors and content sessions, our Bookkeeping Retreat offers space to relax, learn, and connect with peers and experts to help grow your business.
Trust us, FAB will be the most insightful, inspiring &amp; fun-filled accounting event you&rsquo;ll attend in 2025!

Festival of Accounting & Bookkeeping

XU is the independent Biweekly Newspaper and Quarterly Magazine run by Xero users, for Xero users. XU is aimed at the 4 million+ strong community of Xero users worldwide. Every issue is available FREE of charge on the XU Hub. Visit the XU Hub to see the latest daily news, new features, updates and more from your favourite Xero connected apps. Most of our content is CPD certified meaning you earn FREE CPD whilst you read! Make sure you sign-up free of charge to receive notifications and be one of the first to know when every issue is available to read, plus get the latest news direct to your inbox.
&nbsp;

XU Magazine

Networking

ICB CEO, Ami Copeland, kicks off the Virtual Summit.

Ami Copeland

Welcome

AI is transforming the skills landscape for bookkeepers. This session will identify the most in-demand AI competencies, discuss strategies for upskilling and reskilling you and your team, and explore how to integrate AI education into your firm's professional development programs. Future-proof your workforce and stay ahead of the curve.&nbsp;

Stuart Miller

AI'm Not Just a Bookkeeper: Skills to Keep You Ahead of the Curve

Rob Jones

Join Garry Carter as he interviews Abigail Chamberlayne and Sadia Begum as they outline the ways in which the ICB Compliance team can support ICB members to stay compliant. They will share case studies and examples of bookkeepers who have faced complex questions, and take you through some of the supporting documents, checklists and online advice available.

Garry Carter

Abigail Chamberlaine

Sadia Begum

AML: How ICB is here to help

Break and networking

This Summit session falls two weeks after Rachel Reeves' first Budget. We are expecting a raft of tax announcements &ndash; and for many there may be bad news in store. This short session will draw your attention to the key areas of change.&nbsp;

Rebecca Benneyworth

Tax update - Autumn Budget 2024

Chris will explore how technology is transforming, yet not fully changing, the profession. Reflect on past predictions, assess the present, and explore AI&rsquo;s future impact. While AI can revolutionise bookkeeping and compliance, tax changes like MTD will still demand time and resources. Most importantly, personal relationships and human insight will continue to be valued over technology in building trust and delivering personalised client service.

Chris Downing

Back to the future of accounting: Predictions, Realities, and AI

The UK Budget receives the headlines, deservedly so. &nbsp;However, for both individuals and professionals, we also need to consider announcements and developments other than this event. &nbsp;Payroll is a function that includes employment law and pensions administration, all are intrinsically-linked and, therefore, all are important. &nbsp;With a new UK Government, there is plenty to digest for now and the future. &nbsp;This session is designed to be relevant to all bookkeepers, highlighting what matters in your day-to-day personal and professional lives.&nbsp; &nbsp;&nbsp; You will receive the slides from this round-up session that will contain links to all the information you need to know.&nbsp; &nbsp;&nbsp; ICB is looking forward to having Ian back to present this fact-filled session.&nbsp;

Ian Holloway

Beyond the Budget

In this session, former bookkeeper Eva Mrazikova will share practical tips on process mapping and systematisation learned from her time in practice. &nbsp;
 The session will focus on how you can get through more work - &nbsp;without working longer hours. &nbsp; Eva will share advice on setting up transparent processes and organising your tasks for more efficient working.&nbsp;
 You&rsquo;ll learn simple ways to plan tasks, reduce mistakes, and keep everything running smoothly. &nbsp;
 By the end, you&rsquo;ll see how a little structure and clear, transparent process can help you and your team get more done, make your clients happier, and grow your business&mdash;all without needing more time in your day.&nbsp;

Eva Mrazikova

How to get more done without needing extra time

Lunch

An unmissable session if you&rsquo;re curious about servicing e-commerce clients. Helen Pickard MICB will talk you through what makes it different to other bookkeeping, the tools you need and how to price services. &nbsp; Helen opened her bookkeeping practice in 2019 and specialised in e-commerce companies from the start. She works with a number of sellers who use Etsy, Shopify, NOTHS, Faire etc. She took on her first employee last year and is continuing to grow the business. Helen released a book in 2023 called The Etsy Sellers Guide to Bookkeeping and has recently updated and re-released it to reflect the changes in the VAT threshold and new Etsy fees. Helen lives and breathes e-commerce bookkeeping; it&rsquo;s all she&rsquo;s ever known and all she ever wants to know!&nbsp;

Helen Pickard

E-commerce bookkeeping 101

This session isn&rsquo;t just about numbers - it's about mastering the art of human connection and resilience in your practice.&nbsp;
 Ellie will unpack the core components of EI - self-awareness, self-regulation, motivation, empathy and social skills - and explore how these skills can elevate your client interactions and team dynamics. As bookkeepers, building trust and understanding with our clients is essential. You&rsquo;ll learn practical strategies for using empathy to strengthen relationships and communicate effectively, ensuring every client feels valued and heard.&nbsp; Profile&nbsp;
Ellie Appleby is an ICB Fellow, the founder of My Books Online and passionate about personal growth and wellness.&nbsp;
Following &nbsp;an engineering degree at Cambridge University, Ellie now runs a cloud-based team, a thriving property portfolio and an eco-friendly artwork business with her husband. When not buried in personal development books, Ellie can be found learning new skills (like becoming a certified NLP practitioner), dancing like a lunatic with her two sons, baking way too much cake or sitting quietly under a tree.&nbsp;

Ellie Appleby

Future-proof your business with Emotional Intelligence (EI)

Join this session to... gain essential skills for study from the very team who sets the ICB exams!
Gill Tucker, ICB's Head of Academic Development will talk through some of the key techniques that will help you with your learning journey. From ways to study, revise and prepare for exams to the different tools and groups at your disposal. A key part of the session is supporting you to establish your own goals. The ICB Learning team will be available for a direct Q&amp;A as part of this session.

Gill Tucker

Peter Stewart

Study for success

The session will explore the unique challenges and rewards of working with third sector clients in our increasingly technological world.&nbsp;
 It will consider the sector&rsquo;s mission-driven focus; complex stakeholder dynamics; and their growing need for skilled financial management through a series of tips that will speak to the challenges and remove misconceptions. &nbsp;
 Many bookkeepers shy away from working in this sector, and this talk will equip them with the tools, knowledge, and confidence to take on third sector clients knowing that they can make an effective contribution and feel valued.&nbsp;

Aishat Idris

Helen Armstrong

Future-proofing financial governance - top tips for serving the Third Sector

Join Natahsa for an empowering session created for sole practitioners. The Bookkeeping Superhero will share top tips for running your own business with specific advice on automation and software. A positive and affirming session for all those who bravely go it alone!&nbsp;

Natasha Everard

Enhancing your powers as a sole practitioner

Join Caryl Gibson C.FICB ACM B.A.(Hons) and Louise Woodhouse FICB PM.Dip &ndash; ICB Bookkeepers and Ideal Schools tutors for an overview of Self-Assessment Tax - and an explanation of the six topics the course covers.&nbsp;
You will learn the fundamental requirements of the self&ndash;assessment qualification to help you understand how to deliver this lucrative, added value service to clients.&nbsp;
The expert tutors from Ideal Schools will be sharing insight and exam tips &ndash; and will be available for a live Q&amp;A.&nbsp;

Caryl Gibson

Louise Woodhouse

Self Tax Assessment Explained

'Have you ever felt like the accounting world takes itself a bit too seriously?'
&nbsp;&nbsp; Join Libby Walklett for a fun and engage session that will change your mindset about marketing. Learn how find your own voice, embrace your quirkiness and stand out on social media. &nbsp;
 Audience participation is optional!&nbsp;

Libby Walklett

Embrace your weird: unconventional marketing

In this fun and interactive 20-minute session, Ashley Leeds will empower bookkeepers to overcome their fear of being on camera and confidently create engaging video content. Learn how to build trust with clients, explain complex concepts, and enhance your brand&mdash;all through video. &nbsp; &nbsp; With live demonstrations, relatable stories, and hands-on guidance, Ashley will show you how to produce professional-looking videos with ease, even from your home office. Whether you're new to video or looking to improve, this session offers actionable tips that will get you started right away!

Ashley Leeds

Being brave with video

Join this session to... Map out your future success
There are a few different units to take in order to fulfil the full member criteria. Join this session to learn more about the pathway through qualification and beyond. This session will explain the roles you&rsquo;ll be able to apply for at different levels, and the process and support in place if you&rsquo;d like to set up your own practice.&nbsp;

Your personal path to becoming a bookkeeper

The winner of the 2023 ICB LUCA award for new practice will be sharing how her love for connecting with people and networking with lots of different groups has elevated their practice reputation. &nbsp;Lisa will be sharing advice on how to make the most of networking opportunities and sharing how five-star service has created brilliant client relationships. &nbsp; &nbsp; Profile Lisa is the co-owner of their family run bookkeeping practice, wanting to be part of the clients' team and understand their future goals. We offer 5* customer service, going the extra mile to understand pain points in the business and giving business owners back more time, building trusting relationships and taking the stress out of the day to day bookkeeping functions in a small business.

Lisa Pirie

How networking and 5* customer service has fast tracked our new practice's growth

Join Laura for an interactive workshop to ensure every single bookkeeper is confidently charging your worth.&nbsp;
The 2024 ICB state of the nation survey showed that 66% of bookkeepers were still using some form of hourly rate in their pricing. &nbsp;But is this best for you, your business and your client?&nbsp;
Join Laura Day-Henderson from More Than Bookkeeping for this interactive workshop as she discusses different pricing methodologies and empowers you with the information to make sure you are charging your worth.&nbsp;
 No matter where your pricing currently is, you will leave this session with clarity over your bookkeeping pricing, and the confidence to charge your worth - ensuring you are providing value to your clients whilst being correctly rewarded for your expertise.&nbsp; &nbsp; Profile&nbsp; Laura Day-Henderson is the founder of More Than Bookkeeping - which provides bookkeepers (and accountants) with mentoring, support and training. This training is designed to empower you to provide business owners with the crucial information, insights and guidance they require to build a more profitable, sustainable and thriving business, all whilst generating additional revenue (and profit!) for your own bookkeeping practice.&nbsp; &nbsp; Laura is on a mission to ensure every bookkeeper is a profitable bookkeeper.&nbsp;

Laura Day-Henderson

How to profitably price your bookkeeping services

If you&rsquo;re currently studying your payroll qualifications, or if you&rsquo;re interested in adding payroll to your existing services &ndash; don't miss this essential session with the Training Link tutors. In addition to a live Q&amp;A, you&rsquo;ll learn about the latest updates to the course that covers the latest 2024/25 tax year, and understand more about the software used for delivering payroll.&nbsp;

Jo Fredriksen

Payroll in Practice

Em Manchee will share her story of how she established and grew a successful practice. Em will share the trials, tribulations and successes of her business, and how she maintains a focus on clients across the practice. &nbsp;

Reem (Em) Manchee

Bookkeeper stories: How I grew my practice

Phil Sayers

Objection handling, how to overcome resistance

There&rsquo;s a new frontier on the horizon for payroll services.  Bookkeepers have the opportunity to turn payroll from a low-margin, time-consuming task into a high-margin, scalable service. By embracing technology and leveraging payroll data, bookkeepers can unlock new opportunities for profitability and client relationships.&nbsp;

Nick Williams

Introducing Payroll Services: Unlocking growth through technology

In this session, Jo Wood C.FICB PM.Dip and Zoe Whitman will explore the role of bookkeepers as the industry rapidly changes. Drawing on insights from their extensive community of bookkeepers, they&rsquo;ll discuss how the profession is transforming to accommodate technology and what advisory services mean for the future of the profession.&nbsp;
 The session will cover:&nbsp; - The changing role of the bookkeeper: Jo and Zoe will highlight why bookkeepers need to complement their traditional roles with the strategic advice small businesses need and are coming to expect. &nbsp;
 - Advisory services: They will offer practical advice on how bookkeepers can start offering advisory services, and why new skills will matter as the profession evolves. &nbsp;
 - Technology and the future: As AI and automation become more prevalent, Jo and Zoe will discuss how technology is allowing bookkeepers to focus on higher-value work that matters to their clients. &nbsp;
 - Future mindset: Jo and Zoe will look at the mindset needed to thrive as a bookkeeper in the future.&nbsp;

Jo Wood

Zoe Whitman

Mindset, Advisory and the Future

In today&rsquo;s fast-paced digital landscape, is your tech stack fuelling growth or holding you back? Join FreeAgent&rsquo;s Gem Malek to discover how the right digital tools can help you achieve your practice goals.&nbsp;
We&rsquo;ll also cover:&nbsp; &nbsp; - how to select the best digital tools for your practice&nbsp; - how to build a tech ecosystem that works for you and your clients&nbsp; - how technology can support your strategy for the future&nbsp;

Agenda

Speakers.css-1f6omqm{margin:0;font-size:1.4rem;font-weight:500;line-height:1.5;color:#5d5d5d;font-family:'Poppins',sans-serif;margin-left:0.8rem;}44 Speakers

Rebecca Benneyworth

Leela Varshini Prakash

Ian Holloway

Gill Tucker

Reem (Em) Manchee

Mark O'Shaughnessy

Stuart Miller

Sadia Begum

Abigail Chamberlaine

Helen Armstrong

Aishat Idris

Libby Walklett

Lisa Pirie

Nick Williams

Zoe Whitman

Gavin Fell

Caryl Gibson

Jasmine Coles

Elizabeth Carter

Alina Siatkovskaia

Chris Downing

Gavin Fell

Ami Copeland

Neil Masters

Jo Fredriksen

Tim Chilestone

Gem Malek

Lara Manton

Ami Copeland

Garry Carter

Jo Wood

Lenny Barry

Eva Mrazikova

Helen Bower

Peter Stewart

Kirsty St John

Ashley Leeds

Rob Jones

Helen Pickard

Ellie Appleby

Natasha Everard

Laura Day-Henderson

Phil Sayers

Louise Woodhouse

Booth.css-7303n9{margin:0;font-size:1.4rem;font-weight:500;line-height:1.5;color:#5d5d5d;font-family:'Poppins',sans-serif;color:#FFFFFF;margin-left:0.8rem;font-weight:400;}26 Booth

ICB

Xero

Sage

Apron

FreeAgent

IRIS

Intuit QuickBooks

Bright

Zoho

ApprovalMax

TaxCalc

Plustek Inc.

Dext

Ideal Schools

Buddy HR

HMRC

Adfin

Xenon Connect

Safepay - Empowered by Dojo

Accountex

Engager

XBert

Ability Portals - Practice Management

Fresh Financials

Festival of Accounting & Bookkeeping

XU Magazine

Speakers44 Speakers

Booth26 Booth