CPDStore

10:00am

MTD for Bookkeepers

Speaker: Emma Rawson - ATT

Making Tax Digital for Income Tax Self-Assessment (MTD ITSA) is just under a year away and represents a fundamental shakeup in how affected taxpayers keep their records and interact with HMRC. The first landlords and sole traders will be mandated into MTD ITSA from April 2026. From this date they will need to keep digital records and use software to file quarterly updates with HMRC. Bookkeepers will have a key role to play in helping taxpayers meet these requirements. Attending this course will help you understand what MTD involves, how record keeping will work and what you can do to get yourself and your clients ready.

In this session Emma Rawson will cover the following topics:

• The MTD essentials – what’s changing and when?
• Digital record keeping requirements under MTD – a deeper dive
• Software choices
• Working with clients and other advisers
• Getting ready for April 2026

By attending this session you will understand the key requirements of MTD, what your role as a bookkeeper might be, and the steps you can take to get ready.

This session will be of most interest to Bookkeepers with clients who are sole traders or landlords, and those supporting other accountants and advisers with these clients.

Course level: Foundation / Intermediate

11:00am

Being Confident on Social Media

Speaker: Ashley Leeds – Full Cup Coaching

Why Social Media Confidence Matters for Accountants & Bookkeepers In today’s digital world, your clients expect more than just numbers. They want to work with someone they know, like, and trust. But many accountants and bookkeepers struggle with showing up online, whether due to fear of judgment, uncertainty about what to post, or just lack of time.

This session will give you the tools, mindset, and confidence to use LinkedIn and social media effectively—without feeling awkward, salesy, or overwhelmed. If you’ve ever thought, “I know I should be posting, but I don’t know where to start,” this session is for you.

By attending, you’ll learn simple, practical steps to attract clients, build authority, and make social media work for you—all without spending hours online. Because Ashley Leeds, The 15 Minute Guy practices what he preaches and can show you how to do LinkedIn in just 15 minutes a day!

Ashley Leeds will cover the following topics during this presentation:

• The Confidence Formula – How to stop overthinking, silence self-doubt, and start showing up with confidence.
• What to Post When You Have No Idea What to Say – Five easy content ideas to get started today.
• Building Your Authority Without Feeling Salesy – How to attract ideal clients through value-driven posts.
• Video & Personal Branding on LinkedIn – Why accountants should embrace video and how to do it with ease.
• Practical Steps to Stay Consistent – Simple, time-efficient strategies to maintain visibility without stress.

By attending this session, you will:

• Gain confidence in posting on LinkedIn and social media.
• Understand what to say and how to say it without overthinking.
• Learn how to position yourself as an authority without being pushy.
• Discover simple strategies to engage with potential clients and grow your network.
• Walk away with easy and actionable steps so that you can start showing up immediately.

This session will be of particular interest to:

• Accountants and bookkeepers who want to grow their online presence.
• Sole practitioners looking to attract more clients through LinkedIn.
• Firms wanting to showcase their team’s expertise online.
• Finance professionals who struggle with confidence on social media.

Course Level: Intermediate - No prior social media experience is needed, but ideal for accountants/bookkeepers who have a LinkedIn profile and want to use it effectively to build their business.

12:00pm

UNSHAKEABLE Confidence - The 4 Keys to Boost Sales, Lead Conversations, & Achieve More

Speaker: Kim Searle – Emotional Mastery Ltd

In this session, we’ll dive into the 4 Keys of Unshakeable Confidence - why feeling the way you do can hold you back. Gain a deeper understanding of how certain factors impact your confidence and more importantly, practical exercises to break through these barriers. By the end of the session, you’ll have the tools to step into your most confident self with clarity and energy and enjoy the positive results, not just for yourself, but all your relationships

In this session Kim Searle will cover the following topics:

• Understanding & experiencing what confidence means for you
• The Empowerment Model to help unpack the root cause of fear
• The 4 Keys to UNSHAKEABLE Confidence
• Crystal clear clarity about what is holding you back
• Practical steps to help you make the changes

By attending this session, you will learn/understand/be able to build strong foundations for UNSHAKEABLE Confidence that you can call upon when you need it, but also to allow yourself to step up and into the you, you deserve to be…

Course level: Foundation / Intermediate

1:30pm

How to Implement an Effective AML Workflow

Speaker:Lucy Brown – Calathea Solutions Ltd

The money laundering regulations place many obligations on firms offering accountancy services. Implementing an effective AML workflow within such a firm will save time and stress by increasing the efficiency of client onboarding and ongoing monitoring and the accuracy of AML documentation creation and retention.

In this session Lucy Brown will cover the following topics:

• Understanding your responsibilities
• The AML Lifecycle
• Building processes and procedures
• Documentation
• Implementing your AML workflow.

By attending this session, you will build on your AML knowledge in a way which will enable you to build efficiencies into your firm's AML regime, giving you AML comfort and confidence whilst giving you back time to concentrate on servicing your clients.

Course level: Foundation / Intermediate

2:30pm

Just What is a Perfect App Stack for Bookkeepers?

Speaker: Natasha Everard - Bewitching Bookkeeping Services

Join us as Natasha Everard, takes us through Why Having the Right App Stack Matters and: -

• The role of technology in modern bookkeeping.
• How the right apps improve efficiency, accuracy, and client experience.
• Common pitfalls of a poor app stack

In this session, Natasha Everard will cover the following topics

• Apps every bookkeeper needs
• How to choose the right apps
• Building an efficient and scalable workflow

By attending this session, you will have a clearer picture of how apps can really enhance your productivity along with providing a greater client experience

This session will be of most interest to Bookkeepers and Sole practitioners

Course Level: Foundation/Intermediate

3:30pm

From Confusion to Clarity: Tackling Self-Assessment for Clients

Speaker: Samantha Mitcham - SJCM Accountancy

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 session Samantha Mitcham will cover 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

In this practical and forward-looking webinar, I will help you move from self-assessment stress to self-assessment strategy. I’ll unpack why the process is often so painful, explore how to streamline your workflows and communication, and help you build a more consistent, scalable approach for managing self-assessment. All while preparing your practice for what’s coming next: MTD for Income Tax.

This session will be of most interest to Bookkeepers, accountants and tax advisors.

Course level: Intermediate