Course Details

The dust has barely settled on another self-assessment season and for many accountants and bookkeepers, it’s been another round of last-minute client responses, missing data, pricing pressure, and long hours. If this sounds familiar, then April is the perfect time to reflect and implement changes.

 

In this session Samantha Mitcham will cover the following topics:

  • What creates pressure and chaos during self-assessment season - and how to fix it
  • How to standardise your process, from onboarding to filing
  • Common errors when completing self-assessment tax returns
  • How MTD will change self-assessment and what to do now to get ahead
  • Practical advice on pricing, packaging, and positioning your self-assessment services

 

In this practical and forward-looking webinar, I will help you move from self-assessment stress to self-assessment strategy. I’ll unpack why the process is often so

painful, explore how to streamline your workflows and communication, and help you build a more consistent, scalable approach for managing self-assessment. All while preparing your practice for what’s coming next: MTD for Income Tax.

 

This session will be of most interest to Bookkeepers, accountants and tax advisors.

 

Course level: Intermediate

 


CPD Course Speaker

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.