Winning Advisory Market Share

R&D tax is a great example of an advisory service that has typically been seen by many accountancy firms as a niche area, requiring specialist knowledge & with many opting to outsource. Not anymore!

Join Mike Dean of WhisperClaims & Richard Brewin of Progress Barnwell Brewin to discover why accountants across the UK are turning to software to help them deliver advisory services in-house, avoiding the need to outsource, building new revenue streams and building client satisfaction.

WhisperClaims cloud based software is used by accountancy firms across the UK and is now processing over 1% of the entire R&D tax claims market by volume—delivering robust, revenue-generating R&D tax services in-house.

Mike and Richard will discuss how firms are positioning themselves against incumbent suppliers, how they are building more sustainable and profitable businesses, the huge impact this is having on strengthening relationships with clients and how this has become a powerful differentiator when it comes to attracting new business

Speakers:

Richard Brewin, FCA | Managing Director, ProgressBB

Richard Brewin has been an accountant at the sharp end for almost 40 years, the last 10 of which as a mentor and coach for accountants running their own firms. Today, as joint Managing Director of ProgressBB, he is at the forefront of developments in this area with the launch of their self-help and online mentoring programmes for accountants.

Mike Dean | Director, WhisperClaims

Mike ran businesses in the UK and overseas before spending the 15 years prior to WhisperClaims as an interim Sales Director.

He leads on engaging the marketplace to ensure that the accounting industry is maximising the value of technology. Get the inside scoop on how accountants are commercialising their in-house R&D services and finding client eligibility.

Compere: Suz Harkness

Suz is WhisperClaims' Commercial Manager. With a career spanning both the finance and software sectors, she channels her experience into smoothening out WhisperClaims' user journeys and assisting them every step of the way.

She’ll be helping to field your questions at the panelists during the webinar.

Equipment required:

The course will be delivered online via Zoom. To join the course, you will need a Zoom membership (any of the Zoom plans will work) and a laptop with connection to the Internet.