Webinar

Creating a Fully Online Accountancy Practice

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Creating a Fully Online Accountancy Practice

Whether it's converting your existing practice or starting from scratch, the webinar is packed full of advice on where to start and what's required in order to exploit this still nascent sector of the accountancy industry.

Here's what you'll learn:

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On demand webinar: Ever thought about moving your practice 100% online?

Join experts Meagan Ledden and Daniel Fritz, plus accountant Paul Donno, to find out what's required to create an online-only, digital-first accountancy practice.

Creating a Fully Online Accountancy Practice

Whether it's converting your existing practice or starting from scratch, the webinar is packed full of advice on where to start and what's required in order to exploit this still nascent sector of the accountancy industry.

Here's what you'll learn:

  • What is an online practice? How to comprehend the paradigm shift required—plus pragmatic, real-world discussion about the differences between online and traditional accounting work.

  • How to create the digital service platform required for online-only client servicing.

  • An examination of all client touchpoints in light of a fully-online practice.

  • Switching to a digital-first approach, including how to segment your existing client list so all can benefit.

  • Reviewing billing and costs to take advantage of subscription-based fees—and how to reduce expenditure compared to a high-street or traditional accountancy firm.

  • Making the move—what to do and what to expect on day #1.

Our industry expert speakers

Learn more about the people leading this webinar.

Meagan Ledden
,
Product Specialist

Meagan was a product specialist at AutoEntry and an expert in helping accountants and bookkeepers streamline their processes through the use of technology. Her role involved her speaking to accountants and bookkeepers in practice to help them understand how technology can increase not just their own efficiencies and revenue, of course, but also those of their clients.

Daniel Fritz
,
Director of Products, SmartVault

Daniel Fritz is a dedicated software product leader making technology work for customers, giving time back to them to focus on what they enjoy! As the Director of Products at SmartVault, he works hand in hand with fellow leaders to make outcomes in measurable metrics by providing data backed decisions.

Paul Donno
,
Managing Director, 1 Accounts Online Ltd

Paul Donno is the managing director of 1 Accounts Online Ltd, which was the new practice winner at the 2016 British Accountancy Awards. It was also 2020 Innovation Group’s most innovative practice winner in 2016. Paul was shortlisted at the Practice Excellence Awards 2017 for being a pioneer in his industry. He is also an AAT Digital Panel member, representing the members in this digital world. Paul has spoken to audiences around the world about online accounting and how to operate a business in the cloud.