Get Connected Birmingham 2023

8:30 AM - 9:30 AM

Registration Open

Refreshments & breakfast available

9:30 AM - 9:45 AM

Welcome from QuickBooks

A look at the day ahead

9:45 AM - 10:00 AM

Product update & Roadmap

10:00 AM - 10:45 AM

Panel discussion with Q&A - local acct & SMB

Technology in your accounting practice

10:45 AM - 11:15 AM

Break & Networking

Connect with your peers and learn about the apps that support your business

11:15 AM - 12:00 PM

Breakouts

QuickBooks tools and tips for onboarding clients

Katie Greet

Katie will cover how to successfully onboard your customers who may have no software or who are moving from other software. She will also provide top tips to maintain tidy books and how to make your onboarding process seamless and as easy as possible.

Referral Marketing for Accountants in Practice

Simon Chaplin

In this session, Simon will cover the classic errors that accountants make when asking for referrals and how to easily avoid it. Simon will reveal the 5 easy-to-use systems you can implement to create referrals in your practice, and the space every accountant has but most accountants waste, and what to do with it.

Maximise your practice growth and performance with QuickBooks Practice Manager

Fer Amenedo

Fernando will cover how QuickBooks Practice Management software will help you by automating workflows, reducing manual and repetitive tasks, communicating efficiently with your clients and giving you AI-driven insights into the health of you client books in real time. All of this will enable you to turbo-charge your practice and allow you to concentrate on advisory work to drive value for clients.

12:00 PM - 1:00 PM

Lunch & Networking

Connect with your peers and learn about the apps that support your business

1:00 PM - 1:45 PM

Breakouts

How QuickBooks ProAdvisor can benefit your business

Rob Kayley

Rob will cover how our ProAdvisor program can help distinguish your practice with training, customer care, strategic marketing tools, and accountant-specific product discounts.

Maximise your practice growth and performance with QuickBooks Practice Manager

Fer Amenedo

Fernando will cover how QuickBooks Practice Management software will help you by automating workflows, reducing manual and repetitive tasks, communicating efficiently with your clients and giving you AI-driven insights into the health of you client books in real time. All of this will enable you to turbo-charge your practice and allow you to concentrate on advisory work to drive value for clients.

Get year-end done and file tax faster with Annual Accounts & Pro Tax

Aaron Patrick

Discover how to efficiently manage and prepare annual accounts within Workpapers, and easily submit Corporation Tax directly to HMRC and Annual Accounts to Companies House with Pro Tax.

1:45 PM - 2:00 PM

Break & Networking

Connect with your peers and learn about the apps that support your business

2:00 PM - 2:45 PM

Breakouts

Get year-end done and file tax faster with Annual Accounts & Pro Tax

Aaron Patrick

Discover how to efficiently manage and prepare annual accounts within Workpapers, and easily submit Corporation Tax directly to HMRC and Annual Accounts to Companies House with Pro Tax.

QuickBooks tools and tips for onboarding clients

Katie Greet

Katie will cover how to successfully onboard your customers who may have no software or who are moving from other software. She will also provide top tips to maintain tidy books and how to make your onboarding process seamless and as easy as possible.

The Accountant of the Future

Carl Reader

Whether you are looking forward to building your career, or searching for the next generation, it helps to know what's ahead. In this session, Carl Reader will share his views of what's ahead based on being at the cutting edge of change in the profession for the last two decades, together with some practical tools to help you navigate the changing landscape.

3:00 PM - 3:45 PM