Clear Books Webinar: Using MTD advisory services to win new clients

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Clear Books Webinar: Using MTD advisory services to win new clients

August 22, 2018 @ 12:00 pm - 1:00 pm

This 3-step process will help you gain a reputation as a Making Tax Digital (MTD) advisory firm

Small businesses are expected to seek the advice of Accountants and Bookkeepers when MTD comes in. They will want to know;

  • What they need to do to comply
  • Which compliant software to use
  • How to get any historical data into the cloud for continuity
  • How to make data entry processes more efficient
  • How to offset the cost of compliance

Firms who get ready early can position themselves as experts to help small businesses manage the change.

Clear Books and TwentyTwo Agency have partnered to present a FREE 60-minute webinar demonstrating a 3 step process to positioning your firm as an MTD advisory specialist. By attending, you will learn how to increase your client numbers, and grow your firm’s revenue, by taking advantage of MTD.

Register to attend the livecast session on 22 August 2018 at noon.

The webinar will be led by Clear Books CEO and lawyer, Ruth Fouracre, who will cover the legal aspects of compliance. Ruth will be joined by Marketing Guru Amanda C. Watts, who will share her process to positioning and promoting your firm as an MTD authority. It’s an event not to be missed.


August 22, 2018
12:00 pm - 1:00 pm
Event Category:


Clear Books
  • IAB Event
  • Collaborative Partner Event

Do you want to learn new skills, network with like-minded people and get to grips with industry changes the easy way? You can — at one of our regular events.

Open to IAB members, students and non-members alike, our events offer you opportunities during the year to gain:

  • Expert guidance and advice from guest speakers
  • Practical ideas on how to run business efficiently
  • Network contacts and allies, as well as support

And since events count as proactive CPD points (as listed in your Members Handbook), time is well spent maintaining best practice — and learning new strategies to take back to the office.

Better still, by staying on top of new regulations and legislation, you offer clients even more value. You can even attend the Institute of Financial Accountants’ (IFA) branch meetings and seminars at the sarne cost as an IFA member! Simply contact the IFA direct to find out more