From Confusion to Clarity: Tackling Self-Assessment for Clients (Apr 25)
Category: Tax | Duration: 1hr | Tag: VODBKCO1UK25D1S6 | Type: Video | Course Level: Intermediate | Speaker: Sam MItcham | Date: 16/04/2025 15:30
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 course Samantha Mitcham covers 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
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.
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.