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ICAEW Virtually Live

Unlock the profit potential in your data

Speaker: Martin Patmore, Wolters Kluwer

Schedule: 17 Jun 2021 14:45 - 15:25 BST

Overview

Clients want to understand their business finances better than ever before, so the timing to begin your advisory journey has never been better. A core part to delivering effective reports and analysis is in the data. Without meaningful data it’s impossible to deliver meaningful advice.

The good news is that you have a wealth of data from your clients in your system already. With a tool like finsit, a new cloud insights tool from Wolters Kluwer, it’s easy to utilise the data from your bookkeeping packages, making advisory as natural as doing VAT, or a set of accounts.

In this session we will explore how using the latest technology gives accountants the opportunity to present rich management information, for better conversations and better decision making.

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Martin Patmore is a Digital Specialist for Wolters Kluwer Key and Major Accounts and a speaker at ICAEW Virtually Live 2021
Martin Patmore Digital Specialist, Wolters Kluwer

Martin works on Wolters Kluwer key and major accounts, helping practices to adopt, implement and roll out CCH OneClick, finsit and other Wolters Kluwer cloud solutions. He has experience of working with accounting practices to map out their digital strategy and implement cloud technologies internally and across their client base helping them to work collaboratively.

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About Wolters Kluwer

Wolters Kluwer are a global information, software and consultancy provider, specialising in tax and accounting

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