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Home / Webinar / Year End Accounts – Simplification for Clients Without Accounting Software (Partner Webinar)

Pricing

Non member £0.00 + VAT

Presenters

Presenter

Laura Gray

About Laura

Presenter

Dave Norris

About Dave
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What's Included

  • Expert Knowledge from an Industry-Leading Speaker
  • Verifiable CPD hours
  • CPD Tracking and Certificate
  • Live Webinar (if a future date is listed) with Q&A
  • The Recording of the Event
  • Supporting Materials

Please note, as this is a partner webinar, by registering for this webinar your contact details will be shared with the 20:20 innovation "partner" for marketing purposes. Click here to view our privacy policy.

PARTNER WEBINAR

This webinar has been planned and delivered in conjunction with one or more of our valued third-party partners. All such webinars are subject to our quality control procedures to ensure relevant learning objectives are set and met, alongside any product demonstration. A member of the 20:20 Innovation team will be joining the presentation, ensuring a lively and relevant dialogue.

OBJECTIVES

Many accountants still work with clients who do not use accounting software. These clients send in bank statements, Excel files, or piles of receipts at year end.

This webinar will show how you can move from paperwork and spreadsheets to ready-to-review accounts in a fraction of the time.

You will learn how AutoEntry captures and organises data, how AccountsPrep structures it into clear financial statements, and how this connects into your wider accounting workflow including Sage Accounting when clients are ready to digitise.

KEY TOPICS

  • How to prepare accurate annual accounts for manual or spreadsheet clients in a single workflow
  • How AutoEntry and AccountsPrep save time and remove manual data entry
  • How to standardise your year-end process while improving client experience and margins
  • How this workflow connects into Sage Accounting when clients are ready to move online

WHO SHOULD ATTEND

Accountants and Bookkeepers in practice

20:20 Innovation members should log in to the website and book this webinar as usual. If you’re not currently a 20:20 Innovation member, you can create a free account to book and access this webinar. Simply press ‘login’ at the top of the screen and then ‘create an account’. Once your account is created, you can return to this page, book the webinar and then enjoy the full 20:20 Innovation CPD dashboard experience. Should you require any assistance, please get in touch. We look forward to welcoming you into the session.