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

Sam is the founder of SJCM Accountancy, a modern accountancy firm focused on Balancing Technology with Humanity.

Sam is an AAT Licensed Accountant with 20 years' experience and is passionate about helping small business owners embrace technology, understand their numbers, and make informed decisions.

Sam is a passionate advocate for the accountancy profession who regularly speaks at conferences as well as hosting webinars, sharing practical insights and real-world experience with fellow accountants.