Course Details

MTD ITSA is fast approaching and in this session, Lucy Cohen and Sam Mitcham 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 discusses 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

 

In this session Sam Mitcham discusses 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

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.

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.