CPDStore

10:00 - 10:50

Frauds: How to Identify and Prevent Them

Speaker: David Winch - BCom FCA - Director

Course details will be available closer to the event.

11:10 - 12:00

Speaking to Clients - Overcome Anxiety & Speak with Impact & Credibility

Speaker: Zoe Thompson - Phoenix Coaching Ltd

Bookkeepers often face conversations that trigger genuine anxiety - presenting tax bills clients weren't expecting, addressing scope creep, disengaging difficult clients, or handling situations where you feel like the messenger who'll be shot. The fear can be paralysing, making you question your competence and spiral into worry about things you can't control.

This session tackles the reality that many bookkeepers experience but rarely talk about - how anxiety shows up in client conversations and what to do about it. You'll learn practical strategies to manage the physical and mental response to difficult conversations, communicate with clarity and credibility even when you're nervous, and build the courage that comes before confidence. This isn't about pretending you're not anxious - it's about speaking with impact despite the anxiety, protecting your professional boundaries, and showing up as the credible expert you are.

In this session Zoe Thompson will cover the following topics:

• Understanding where client conversation anxiety comes from and why certain situations trigger stronger responses - from delivering unwelcome news to fear of future judgement you can't control
• The physical and mental patterns of anxiety in professional conversations and practical techniques to manage your nervous system response before and during difficult client interactions
• How to separate yourself from the message - How to maintain professional boundaries without taking on your client's emotional response
• Communicating with clarity and credibility when you're feeling anxious - the language, structure and delivery that builds client confidence in you even when your confidence is wobbly
• Building courage before confidence - actionable strategies to move forward with difficult conversations, address imposter syndrome patterns, and develop resilience for the conversations that matter most to your practice

By attending this session, you will understand why certain client conversations activate feelings of anxiety and how to manage your response, be able to communicate with clarity and credibility even when you're nervous, learn how to separate yourself from difficult messages without losing professional boundaries, and gain practical strategies to build the courage needed for conversations you've been avoiding or dreading.

This session will be of most interest o bookkeepers and accounting professionals who experience anxiety around client conversations, particularly when delivering difficult news, managing scope boundaries, or disengaging clients. It's relevant for sole practitioners and small practice owners who handle their own client communication and want to feel more confident in challenging conversations.

Course level: Intermediate

12:20 - 13:10

Title TBC

Speaker: Natasha Everard - Bewitching Bookkeeping Services

Course details will be available closer to the event.

13:50 - 14:40

Sole Trader Tax Update - April 2026

Speaker: Emma Rawson - ATT - Director of Public Policy

January may feel like only yesterday, but we’ll soon be starting the self-assessment tax return cycle again. This webinar will run through the main changes affecting sole trader tax returns for 2025/26, outlining how they might affect you clients and what you need to do to get it right. We’ll also look at some practical considerations and planning tips.

In this session Emma Rawson will cover the following topics:

• Rates, allowances and reliefs for 2025/26
• What’s new this year?
• Changes to reporting requirements
• Interaction with MTD
• A look ahead to upcoming changes

By attending this session, you will ensure you are up to date with the latest developments before heading into the self-assessment season.

This session will be of most interest to tax advisers and those who are self-employed themselves.

Course level: Intermediate

15:00 - 15:50

From Bookkeeper to In-Demand Expert: Getting Paid What You’re Worth

Speaker: Bev Flanagan - Bev Flanagan Financial Ltd

Many bookkeepers are busy, overwhelmed, and working long hours...yet still underpaid and undervalued.

In this practical and mindset shifting session, Bev will show bookkeepers how to move away from being seen as “just a bookkeeper” and start positioning themselves as trusted experts.

You’ll learn why being busy doesn’t equal being profitable, how to confidently charge what you’re worth, and the simple shifts that allow you to earn more without taking on more clients or working longer hours.

This session is ideal for bookkeepers who want to build a calmer, more profitable business, and get paid properly for the value they deliver.

This session will be of most interest to Bookkeepers in practice

Course level: All levels

16:10 - 17:00

What Should Bookkeepers be Posting on LinkedIn?

Speaker: Ashley Leeds – Full Cup Coaching

A practical content framework for bookkeepers who want consistent enquiries.

Most bookkeepers know LinkedIn matters, but the real challenge is knowing what to post and how to keep it consistent.

In this session, you’ll get a practical content framework built for bookkeepers, so you can show up with confidence and become more visible to the right people.

You’ll learn:

• What to post (the key content types that build trust fast)
• How to post (simple formats that are easy to repeat)
• How to keep it consistent without it taking over your week
• What “visibility” actually looks like on LinkedIn, and how to create it on purpose

You’ll leave with a simple plan you can follow straight away, plus post ideas you can use immediately.

Course level: Foundation / Intermediate