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Data-Driven Advisory Services: Harnessing the Power of Technology

About this event

The accountancy industry has witnessed significant changes in recent years, with clients' needs and expectations evolving beyond traditional compliance services. In response to this, accountancy practices in the UK are increasingly diversifying their service offerings and focusing on providing advisory and consultancy services.

By leveraging technology, accountants can offer improved advisory services to their clients. With cloud-based accounting software, accountants can access client data and provide advice based on up-to-date financial information.

Join this Dext and Accountancy Age webinar, as we:

  • Explore how you can leverage technology to deliver advisory services at scale
  • Discuss what other opportunities technology presents for accounting firms
  • Look at how you can utilise data to advance your advisory services

Hosted by

  • Guest speaker
    Katherine O'Carroll Director @ BDO

    Katherine is a Director at BDO in Technology Advisory focused on managing the selection and migration for businesses with an established finance team to innovative cloud accounting solutions, leveraging an ecosystem of tools and apps designed to support productivity, operational performance, business agility and timely management information.

  • Guest speaker
    Paul Lodder VP, Product Strategy and Accounting Expertise @ Dext

    Paul joined Dext with 20+ years in practice where he was a partner heading up the cloud accounting offering. ACCA qualified since 2003 Paul led the firms MTD and digital strategy, and provided support on digitalisation to accountants & bookkeepers across the country as well as providing solutions to clients’ challenges and supporting them to achieve their goals across accountancy, taxation and business advisory services.

  • Guest speaker
    Jamie Hyman Managing Director and Co-Founder, @ Snow Hill

    Jamie Hyman is a managing director and co-founder of Snow Hill, an international strategic communications advisory firm for capital markets and innovative companies. A former editor and reporter, Jamie has two decades of journalism experience, most recently covering capital markets data and technology news. Now, she helps innovative companies tell their own stories to communicate their value. Jamie specialises in content development and communications strategies focused on technology, finance, ESG, and raising the profiles of influential industry leaders.

  • Guest speaker
    Cara Mastrodomenico Digital Solutions Manager @ Monahans

    Cara Mastrodomenico is the Digital Solutions Manager at Monahans, the south west’s leading accountancy and business advisory firm. She supports clients with a wide range of digital accounting needs including training, implementation of new software, and helping them get the best from their accounting technology. A personalised approach sees her engaging with clients to understand what is important for them, so she can tailor solutions to their needs and save them valuable time that can be put back into running their business. Cara joined Monahans in 2018 after spending ten years with one of the big five banks where compliance was a key part of her role. She passed her accounting qualifications during this time and transitioned to her role in digital accounting via a bookkeeping position.