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Aligning your practice with your advisory vision

July 22 @ 1:00 pm - 2:00 pm BST

Event Information

Ben Cunliffe from Wolters Kluwer will take us through the huge opportunity that presents itself in today’s SME market – advisory. Clients want to understand their business finances better than ever before, so the timing to begin this journey has never been more opportune. A core part of delivering effective reports and analysis is in the data. Without meaningful data it’s impossible to deliver meaningful advice.

Using the latest technology, accountants have the opportunity to present rich management information for better conversations and better decision making. In this session Ben will discuss how to improve the timing and quality of the data that comes in and help you understand what clients are really looking for when it comes to advice.

Key takeaways

  • The move from compliance to advisory and how to get set up
  • How technology can support the shift
  • How to deliver meaningful insights to your clients
  • Making better decisions using data and insights
  • Help your advice stand out

About the speaker

Ben Cunliffe, Associate Product Manager, Wolters Kluwer

Ben has been working with FinTech for over 7 years, specialising in cloud bookkeeping, data capture and advisory apps. Ben helps accountants embrace new technology and become more profitable whilst leading teams to deliver products that make the day-to-day life of finance professionals easier.

Details

Date:
July 22
Time:
1:00 pm - 2:00 pm BST
Event Category:
Website:
https://events.icaew.com/ShoppingCart.aspx?com=detailview&iid=20630

Venue

Online Event

Organiser

ICAEW
Phone:
+44 (0)1908 248 250
Email:
events@icaew.com
Website:
https://www.icaew.com