A Practical Approach to MTD for Small Firms
Category: Tax | Date: 06/12/2022 15:40 | Duration: 2hr | Tag: TEMIUK22S4 | Type: Conference | Speaker: Lucy Cohen, Sam Mitcham, Des O'Neill
Course Details
MTD ITSA is fast approaching and in this session, Lucy Cohen and Sam Mitcham will run through some practical tips to prepare your firm and your clients for April 2024 along with some raw and honest feedback on how the MTD journey is going so far in their own firms. Attendees will leave feeling less alone in facing this huge change in the tax system.
In this session, Lucy Cohen will discuss the following:
- Getting client buy-in for changes
- How to only work with the right clients through MTD
- Becoming more efficient
- How to streamline your processes ready for MTD
Sam Mitcham will discuss the following:
- What do we know about MTD ITSA?
- The remaining mysteries of MTD
- What did we learn from MTD for VAT?
- The MTD Stepping Stones
- Final Tips from a small practice owner
Attending this session will give you an insight into how Lucy and Sam are approaching MTD ITSA with their clients and staff.
CPD Course Speaker
Mazumas Accountants
Lucy Cohen
Co-Founder Lucy is a passionate innovator and disruptor.
She loves small and micro businesses and strives to be ahead of the curve in an industry that has historically been resistant to change.
Lucy’s role in Mazuma is to lead the company forward through innovation, marketing and business development.
With over 15 years at Mazuma, and 19 years in total in the accountancy industry, Lucy is widely recognised as an industry expert and regularly called upon to contribute to trade publications and industry discussions.
She loves small and micro businesses and strives to be ahead of the curve in an industry that has historically been resistant to change.
Lucy’s role in Mazuma is to lead the company forward through innovation, marketing and business development.
With over 15 years at Mazuma, and 19 years in total in the accountancy industry, Lucy is widely recognised as an industry expert and regularly called upon to contribute to trade publications and industry discussions.
SJCM Accountancy
Sam Mitcham
Samantha formed SJCM Accountancy in 2019 having spent over 13 years employed in practice.
As an AAT licensed accountant, she is now focusing on helping small business owners have a better understanding of their numbers, be ahead of compliance and perform at their best.
Samantha uses technology as much of that as the next ‘modern’ accountant, but also aims to bring back the personal touch to accountancy and really show her clients that she cares, not just about their finances but about them as people.
As an AAT licensed accountant, she is now focusing on helping small business owners have a better understanding of their numbers, be ahead of compliance and perform at their best.
Samantha uses technology as much of that as the next ‘modern’ accountant, but also aims to bring back the personal touch to accountancy and really show her clients that she cares, not just about their finances but about them as people.
Founder, OmniPro and CPDStore
Des O'Neill
Having worked for a number of years in practice, and with one of the profession’s regulatory and support institutes, Des co-founded OmniPro to develop tools, techniques, products and services that make accountancy more profitable and rewarding.
Des is passionate about bringing innovation to the accountancy profession and enabling accountants to achieve what they want from their careers and business. His core belief is that when empowered to achieve their best, accountants can deliver transformative results for clients.
He holds qualifications from the ACCA Association of Chartered Certified Accountants, CPA Institute of Certified Public Accountants and ACIS Association of Chartered Secretaries and Administrators.
Des is passionate about bringing innovation to the accountancy profession and enabling accountants to achieve what they want from their careers and business. His core belief is that when empowered to achieve their best, accountants can deliver transformative results for clients.
He holds qualifications from the ACCA Association of Chartered Certified Accountants, CPA Institute of Certified Public Accountants and ACIS Association of Chartered Secretaries and Administrators.