CPDStore

10:00 - 10:50

How to Grow Your Bookkeeping Practice - Time Management & Organisation 2025

Speaker: Claire Bartlett – Arden Bookkeeping Ltd

Join this session where you will learn the tools and techniques to create perfect time management and organisation within your bookkeeping practice. Especially at this time of year a good time management strategy is essential to ensure a stress free working environment for yourself and your team. This session will discuss ways to improve workflow and productivity in your business to create more profitability and enhanced team morale.

In this session Claire Bartlett will cover the following topics:

• Learn techniques to prioritise workflow and enhance productivity.
• Learn how to manage your diary in the most time effective and efficient way.
• Learn how to ensure a united workflow and time effective strategy for yourself and your team.
• Learn how to ensure you are quoting in the most profitable way to aid good time management in your practice.
• Learn the apps that can assist you and your team in making the most out of every minute.

By attending this session, you will be able to create a bullet proof time management strategy for your firm to ensure peak productivity and profitability in your business.

This session will be of most interest to practice owners.

Course level: Intermediate

11:00 - 11:50

Bookkeepers: How to Prepare for an AML Inspection

Speaker: Lucy Brown – Calathea Solutions Ltd

This session focuses on what you can do to prepare your firm for an AML inspection. Do you fear the call from your professional body supervisor to inform you of being selected for inspection? We will discuss the actions you can take now to reduce the fear and give you increased confidence in your firm's AML culture.

Lucy Brown will cover the following topics during this session:

Why are firms inspected
• Looking at the regulatory structure and importance of good AML compliance
What might trigger an inspection?
• Supervisory bodies are required to take a risk-based approach – what does this mean and how does this inform what the regulators look for?
What are the inspectors looking for?
• What is the format of an inspection, how much detail might the inspector go into, what will they want to see?
What can you do to prepare?
• How to make the inspection flow easily, how you can present your documents to show compliance
What are the consequences?
• Disciplinary action, financial and reputational damage

By attending this session, you will understand the regulatory framework and the obligations on your supervisory body. You will understand how and why your practice may be selected for inspection and what you can do to prepare for that inspection so that it can become a positive experience for you and your firm.

This session will be of most interest to accountancy/bookkeeping practice owners and Money Laundering Reporting Officers

Course Level: Intermediate
This session will require an understanding of the MLR obligations to which an accountancy/bookkeeping firm is subject.

12:00 - 12:50

Instagram in an Instant

Speaker: Becky Craven – Becky Craven Creative

In today's digital landscape, accountants and bookkeepers can no longer afford to ignore Instagram's massive potential for client acquisition. With over 33.5 million active users in the UK alone, and 92% of Instagram users following brands and making purchases, your ideal clients are actively seeking trusted financial professionals on this platform. The challenge? Most accounting professionals feel overwhelmed by Instagram and don't know where to start. This session, "Instagram in an Instant," is designed to show complete beginners that Instagram success doesn't require dancing, expensive equipment, or hours of daily effort. Through real examples and simple demonstrations, you'll discover what's truly possible when you approach Instagram strategically as a professional service provider. By the end of this hour, you'll feel inspired and confident that you CAN use Instagram to attract your ideal clients - and you'll have a clear roadmap to get started. Whether you want to tackle it yourself or work with someone to implement it properly, you'll leave knowing exactly what Instagram can do for your accounting practice.

In this session Becky Craven will cover the following topics:

• Bio Profile Quick Wins - See how simple changes to your Instagram bio can transform it into a powerful "shop window" that attracts your ideal clients (plus see real examples that work)
• Stories Made Simple - Discover how easy it is to create engaging 24-hour content that builds a connection with potential clients without being salesy or time-consuming
• Highlights That Work 24/7 - Learn how to create your "mini website" using story highlights to showcase what you do while you sleep (I'll show you exactly what to include)
• Posts That Get Saved and Shared - See examples of educational content that positions you as the expert and gets people talking about your services
• Your Simple Daily Action Plan - Get the proven 5-4-3-2-1 system that takes just 15-20 minutes daily but grows your following and attracts dream clients consistently.

By attending this session, you will see exactly what's possible with Instagram for your accounting practice through real examples and simple demonstrations, understand the key areas where you can make an immediate impact without needing to be tech-savvy or camera-confident, gain clarity on which Instagram features will work best for your professional services, feel confident that you CAN do this - it's not as complicated as it seems, and leave with a simple daily action plan that you can start implementing immediately to begin attracting your ideal clients.

This session will be of most interest to practising accountants, bookkeepers, tax advisors, and financial consultants who want to attract new clients through social media marketing. It's particularly valuable for solo practitioners and small firm partners who handle their own marketing, established professionals looking to modernise their client acquisition approach, and accounting professionals who feel intimidated by Instagram but recognise that their competitors and potential clients are already active on the platform.

Course level: Foundation
This course assumes basic smartphone familiarity but provides comprehensive step-by-step guidance for Instagram-specific features. It's designed for professionals who may have personal social media experience but need strategic, profession-specific training to use Instagram effectively for business growth and client acquisition.

13:30 - 14:20

Find Your Voice – Confident Communication for Bookkeepers

Speaker: Nick Elston – Forging People Ltd

In the fast-paced world of bookkeeping, technical expertise isn't enough anymore. Whether you're presenting to clients, leading team meetings, or building your practice, confident communication is what sets successful bookkeepers apart. This session addresses the reality that many finance professionals struggle with speaking anxiety and imposter syndrome, which can limit career growth and client relationships. By attending, you'll learn practical tools to communicate with authenticity and impact, helping you build stronger client trust, present your expertise with confidence, and position yourself as a trusted advisor rather than just a service provider.

In this session, Nick Elston will cover the following topics:

• How to overcome speaking anxiety and imposter syndrome specific to finance professionals
• Building authentic confidence when presenting financial information to clients
• The art of translating complex financial concepts into clear, compelling communication
• Practical techniques for managing nerves and finding your flow state during presentations
• Creating your unique professional voice that builds trust and demonstrates expertise

By attending this session, you will learn how to communicate your expertise with genuine confidence, overcome speaking anxiety that holds you back professionally, and develop practical tools to present financial information in ways that build stronger client relationships and position you as a trusted advisor.

This session will be of most interest to bookkeepers, accounting technicians, practice owners, and finance professionals who want to improve their client communication, presentation skills, and professional confidence.

Course Level: Intermediate

14:30 - 15:20

Technology Changes & The Software to Use

Speaker: Natasha Everard - Bewitching Bookkeeping Services

The truth is, technology has completely changed our profession. Ten years ago, most of us were still shuffling paperwork and relying on desktop systems. Now, clients expect real-time reporting, cloud access, and automation. Add in the pressure of compliance changes and data security, and it can feel like we’re running to catch up with a train that just keeps speeding up. This talk discusses about these changes and how we can implement and review the technology and software we use.

Natasha Everard will cover the following topics during this webinar:

• The biggest technology changes shaping bookkeeping right now.
• How to review and choose the right software without wasting hours on research.
• How to make different systems work together smoothly.
• And most importantly — how to manage it all without losing your sanity.
• Looking ahead at future developments

This session will be of particular interest to Bookkeepers and Accountants.

Course Level: Foundation

15:30 - 16:20

BIK Demystified: Bookkeeping Best Practices for Reporting Benefits

Speaker: Jo Marshall - Yorkshire Payroll Services Ltd

The reporting of benefits in kind is changing in the UK. From April 2027, the only way benefit in kind data can be reported to HMRC, will be is through RTI and payroll software, in most cases.

In this one-hour session, we will review the current P11d and P11d(b) process and compare that to the new mandatory payrolling benefits proposals. Mandatory payrolling will not be the same as voluntary payrolling, it is expected payroll software will need to submit at least an additional 100+ data item field’s to HMRC.

If you offer P11d services to UK clients, you and your payroll provider need to be prepared for these changes.

In this session Jo Marshall will cover the following topics:

• P11d current process
• P11d(b) current process
• Voluntary payrolling benefits
• Mandatory payrolling benefits
• UK Payroll software

By attending this session, you will be able to plan and be prepared for April 2027.

This session will be of most interest to Bookkeepers, Payroll Services, Employers and Benefit and Reward

Course level: Intermediate