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In an increasingly digital world, firms must evolve to stay competitive and efficient. This four-part webinar series is designed to guide accountants and bookkeepers through the key steps needed to become a thriving digital firm. By focusing on structure, automation, team empowerment, and change management, this series will provide you with actionable insights to streamline operations, drive growth, and future-proof your firm in a competitive industry.
Discover more about each of the 4 webinars below. Or scroll down to watch the recordings on demand.
Stop wasting time - build a lean app stack and watch recoverability sky rocket
Date and time:
Now available on demand
Speakers:
Max Whiteley, Product Domain Expert, Dext
Will Farnell, Co-Founder, App Advisory Plus
Overview:
When we evaluate a potential new app stack, it’s helpful to use a system we call ‘The Factory’. Think about a fast food restaurant – when you visit McDonalds, the whole process is planned in stages and delivered efficiently, from the ordering, to the making, to the delivery. Now, imagine using similar standardised and efficient work processes in your accounting or bookkeeping practice, allowing you to move seamlessly from one stage of client work to the next, free from error. This is what we call ‘The Factory’.
This session will show you how following the factory model and implementing the right tools can enhance your firm's agility and long-term success.
10 ways bookkeeping automation drives compliance
Date and time:
Now available on demand
Speakers:
Max Whiteley, Product Domain Expert, Dext
Overview:
This webinar focuses on exploring features in Dext that enhance automation and compliance. It will provide a deep dive into 10 key features designed to drive automation through real time, accurate data, streamlining your bookkeeping process and ensuring regulatory compliance.
This will include some of our latest features such as Supplier Statements, Mileage Tracking and Approvals. As well as an in-depth look into Dext Solo, explaining how it helps businesses stay ahead of MTD ITSA.
Manage workflow and master the art of delegation
Date and time:
Speakers:
Max Whiteley, Product Domain Expert, Dext
Stuart Hurst, Founder, Cloud 10 Accounting Limited
Overview:
Could Dext be the tool to banish the bottleneck and empower your team to produce and self review work?
As Accountants, we do love a review point, but the back and forth is definitely not efficient - so a self review process can also be a game changer that empowers junior accountants to get an eye for the detail.
Max and Stuart will delve into how they used Dext in practice to standardise payroll, onboarding, bookkeeping and VAT returns. Exploring how they built customised repeating workflows, that allowed their teams to produce and self review work in a timely manner.
Step by step guide to overcoming change management hurdles
Date and time:
Now available on demand
Speakers:
Max Whiteley, Product Domain Expert, Dext
Rebecca Roberts, Director, UHY Hacker Young
Overview:
In this webinar we'll dive deep into scalable rollout methods for new tools such as Dext, ensuring smooth adoption at every level. We will cover techniques to best handle change management within your team, using Dext Solo as an example. By the end of the session, you’ll have practical insights into technical deployment of such a change, ensuring a successful and seamless integration into your firm’s operations.
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Stop wasting time - build a lean app stack and watch recoverability sky rocket
Date and time:
8th October, 11am BST
Speakers:
Max Whiteley, Product Domain Expert, Dext
Will Farnell, Co-Founder, App Advisory Plus
Overview:
When we evaluate a potential new app stack, it’s helpful to use a system we call ‘The Factory’. Think about a fast food restaurant – when you visit McDonalds, the whole process is planned in stages and delivered efficiently, from the ordering, to the making, to the delivery. Now, imagine using similar standardised and efficient work processes in your accounting or bookkeeping practice, allowing you to move seamlessly from one stage of client work to the next, free from error. This is what we call ‘The Factory’.
This session will show you how following the factory model and implementing the right tools can enhance your firm's agility and long-term success.
10 ways bookkeeping automation drives compliance
Date and time:
10th October, 11am BST
Speakers:
Max Whiteley, Product Domain Expert, Dext
Overview:
This webinar focuses on exploring features in Dext that enhance automation and compliance. It will provide a deep dive into 10 key features designed to drive automation through real time, accurate data, streamlining your bookkeeping process and ensuring regulatory compliance.
This will include some of our latest features such as Supplier Statements, Mileage Tracking and Approvals. As well as an in-depth look into Dext Solo, explaining how it helps businesses stay ahead of MTD ITSA.
Manage workflow and master the art of delegation
Date and time:
15th October, 11am BST
Speakers:
Max Whiteley, Product Domain Expert, Dext
Stuart Hurst, Founder, Cloud 10 Accounting Limited
Overview:
Could Dext be the tool to banish the bottleneck and empower your team to produce and self review work?
As Accountants, we do love a review point, but the back and forth is definitely not efficient - so a self review process can also be a game changer that empowers junior accountants to get an eye for the detail.
Max and Stuart will delve into how they used Dext in practice to standardise payroll, onboarding, bookkeeping and VAT returns. Exploring how they built customised repeating workflows, that allowed their teams to produce and self review work in a timely manner.
Step by step guide to overcoming change management hurdles
Date and time:
17th October, 11am BST
Speakers:
Max Whiteley, Product Domain Expert, Dext
Rebecca Roberts, Director, UHY Hacker Young
Overview:
In this webinar we'll dive deep into scalable rollout methods for new tools such as Dext, ensuring smooth adoption at every level. We will cover techniques to best handle change management within your team, using Dext Solo as an example. By the end of the session, you’ll have practical insights into technical deployment of such a change, ensuring a successful and seamless integration into your firm’s operations.
Upcoming webinars in this series
The future of AI and machine learning and what it means for accountants and bookkeepers
Hosts:
Will Farnell, App Advisory
Stephen Edginton, CPTO at Dext
Date & Time: 6th June 2024 at 11am GMT
Join Will Farnell, App Advisory and Stephen Edginton, CPTO at Dext, for a fireside chat on tech's future and its impact on accountants, bookkeepers and clients. While many focus of maximising cloud accounting tools, vendors delve into the next tech wave, paving the path for innovative accountants and bookkeepers. Gain insights into accounting tech's future from industry insiders driving current trends.
Watch on demand below
Dext Series Host
Max Whiteley
Product Domain Expert
Max has a passion to change the accountancy industry and the lives of owner managed businesses across the UK. A specialist in all things Cloud accounting, Max recently joined Dext having spent 12 years in practice helping owners spend more time ON their businesses rather than IN their businesses, using real time information and the latest tech.
Max is now a Product Domain Expert at Dext, his role is to connect and listen to accountants, sharing his expertise and knowledge of the market to help Dext continue to create game changing software.
Guest Speakers
Max Whiteley
Product Domain Expert
Max has a passion to change the accountancy industry and the lives of owner managed businesses across the UK. A specialist in all things Cloud accounting, Max recently joined Dext having spent 12 years in practice helping owners spend more time ON their businesses rather than IN their businesses, using real time information and the latest tech.
Max is now a Product Domain Expert at Dext, his role is to connect and listen to accountants, sharing his expertise and knowledge of the market to help Dext continue to create game changing software.
Will Farnell
Co-founder, App Advisory Plus
Stuart Hurst
Founder, Cloud 10 Accounting Limited
