Specialist insight and business development support for accountants, and their vendors. Love cloud themes and projects.
More regular updates @richardsergeant
Are you visiting @Accountex this year?
Keen to know how you can help your business owner clients and create a connection between business and personal planning?
.@ReRichardbertin will introduce you to https://t.co/nw2UMGrHio
https://t.co/5yz1uGMH9x
We're delighted to announce that we are now @ICAEW software accredited.
In fact we are the only personal financial planning software for accountants to be so.
Our mission is to give you confidence in bridging the gap between business and personal planning. This is another step!
YES!
We've been shortlisted as Best New Business @CroydonAwards
An amazing honour to be on this list against some serious competition.
Please register your vote for us here https://t.co/6gyRY5PuLA
@ReRichardbertin@richardsergeant@AccountingWEBuk
#Accounting is an industry with evolving client needs which tech often solves. Joining our panel 👉https://t.co/o9DzJxDstX is @richardsergeant MD at @Principle_Point. They understand how accountants see the world with Richard's knowledge, insight and wisdom of the sector. 💡
>Basho Bristol
July 8th
Live - face to face and in the ring
Tickets available....now!
#NoPanelSessions#DontCallItAMeetUP#SumoSuitsOptional
Loyalty card holders are cordially invited
https://t.co/okeLzpSZAY
Practice Talk alert!
Wednesday 3rd Feb 9.00am
Hear from two accountants about what it's been like for them to come into the family firm.
Click link to subscribe
>Zoom Doom Bristol
Offbeat networking relies on a spirit of giving.
To this aim I've created a just giving page for Free To Shine and want every attendee to contribute if they can.
With thanks to @aynsleydamery
for the nomination.
https://t.co/PkZYdII7kZ
📢Our ongoing shows will be back from Jan 18th with the latest insights in:
👉 #Taxes, practice management, tech and community
👉 Guidance for the latest government announcements and developments
👉 Tips to help advise your clients on key topics
https://t.co/is1aDOvUWD
Writing for @ICAEW@ReRichardbertin asks whether Covid-19 has redefined personal financial planning for the accountancy profession?
https://t.co/lbpkmjRQJE
How can accountants and IFAs work more collaboratively on personal financial planning for business owner clients?
@ReRichardbertin Tether Founder, joins @Octopus_UK to explore in this webinar for professional advisers.
1st Oct 10.00am
https://t.co/l44T9dTF7f
Leaving Bristol after an awesome #fintech event last night. Huge thanks to @richardsergeant@Principle_Point for hosting 😁loving the scarf, thanks a million <<Ice, Ice Bristol. Fab to catchup with and meet so many peeps 🙌