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The Institute of Accountants and Bookkeepers
Episodes
Friday Mar 05, 2021
Friday Mar 05, 2021
In this week's Friday Roundup Podcast, Sarah Palmer COO of the IAB is discussing the 2021 Budget.
You can read the full blog here
Friday Mar 05, 2021
Friday Mar 05, 2021
In this episode I'm interviewing Tony Robinson OBE about his multitude of business campaigns to help the small business owner and what it was like to work with Alan Sugar.
I ask him
Why he started the PayIn30Days Campaign
The #MicroBizMatters Day and Movement
What is was like to work with Sir Alan Sugar
Being awarded his OBE
And my final questions were to tell me something that not many people know about you
and if he was leaving the planet what would his last message be.
Friday Feb 12, 2021
Friday Feb 12, 2021
The news from the week ending 12th February 2021
Janet Jack – CEO
Sarah Palmer – COO
Simon Jordan – Marketing
Below are the notes from the podcast
On this week’s Friday Roundup we have…
Simon
- Talks about our guest on this week’s coffee morning and a huge turnout!
- Hannah from Xero
Janet
- The continuing success of the roll-out of the National Ambassador Program so get involved
- Mind the Gap – upcoming webinar 2nd March
- Podcast with George Batts MBE
Sarah
- While we wait for the Budget…
- Support for company directors
- Deferred Vat Payments
- Reverse charge vat – CIS
- BBL repayments extended
Simon
- Further details about how to become an IAB Ambassador or group member – we now have 6 Ambassadors
- How to access the AML Webinar – Mind the Gap on Tuesday 2nd March 10am www.IAB.org.uk/AMLWebinar available after the recording
- Charity event – www.IAB.org.uk/Normandy-memorial
- Our Awards event – www.IAB.org.uk/Awards
5 Categories available
• Bookkeeper of the Year
• Accountant of the Year
• Payroll Professional of the Year
• Student of the Year
• Tutor of the Year
Friday Feb 05, 2021
Friday Feb 05, 2021
In this special interview, I'm speaking to George Batts MBE veteran of the D-Day Landings about his experience on Gold Beach during the conflict and why we've chosen the Normandy Memorial Trust as the IAB charity of the year.
Here are some of the questions I asked George
You were 18 when you landed on Golden Beach in Normandy, tell me about the lead up to this?
What were your initial feelings when you arrived?
What was the biggest thing you learnt from the whole experience?
How many of your friends did you lose?
What really imprinted in your memory?
With your planned education centre, what do you want others to learn?
Friday Jan 29, 2021
Friday Jan 29, 2021
In this week's Friday Roundup, we're talking about the latest coffee morning with our guest speakers Patrick Williams from Armalytix demonstrating his software which allows you to look at a client’s bank statements online and Julien Tavener from Alternative Business Funding who is one of the IAB partners and you can see their info and find out more about them from the membership section on the website.
We're also talking about the new Ambassador initiative which is going really well with more members signing up and we now have 5 Ambassadors so we'd love to see you get involved.
Friday Jan 15, 2021
Friday Jan 15, 2021
Please note this podcast was recorded on 14th January
The news from the week ending 15th January 2021
Janet Jack – CEO
Sarah Palmer – COO
Simon Jordan – Marketing
Below are the notes from the podcast
On this week’s Friday Roundup we have…
Simon
- Recap of the coffee morning this week with 2 guest speakers
Jordan Vickery from Pixie the practice management software and Louise from Breathe HR the time-saving HR software
Janet
- Welcomes members to the New Year
- Continuing roll out of the National Ambassador Program
- We are expecting the outcome of the first test case between the FCA and the insurance companies regarding non-payment of business interruption claims due to Covid
Sarah
- The IAB is planning on the assumption we will be in lockdown until Easter at the earliest
- Financial Support Available
- New Top Grants
- Discretionary Local Council Support Grant
- CJRS
- CBILLS and BBL have been extended until 31st March
- March Budget - No further financial support is expected until the budget
Simon
- Further details about how to become an IAB Ambassador
- Wishing everyone a safe lockdown
Tuesday Jan 12, 2021
Tuesday Jan 12, 2021
In this episode of the IAB podcast, I'm interviewing the co-founders of Pixie.
Jordan is the Co-Founder and Head of Marketing at Pixie. He’s previously worked and consulted with a number of leading names in the accounting profession including Practice Ignition, Accountex, Digital Accountancy Show and more. He’s also the host of ‘How to? with Pixie’ a video podcast sharing actionable strategies and insights for accountants & bookkeepers.
Pixie is a simple practice management app for small firms with big ambitions, helping you to manage your tasks, clients and deadlines in one place. In just a few clicks, Pixie prioritises your to-do list, sends automatic reminders to clients, and helps you to systemise your workflows, saving you time and helping you to deliver a more proactive service to clients.
In the podcast I ask the 2 co-founders
- What is Pixie?
- Why was Pixie created?
- What problems does Pixie solve for bookkeepers?
- Why would firms use something like Pixie over e.g. excel spreadsheet?
- Why is Pixie different to other solutions?
- Tips for implementing practice management/workflow solutions?
Wednesday Dec 09, 2020
Wednesday Dec 09, 2020
Gerrard helps small businesses protect client information and avoid the embarrassment of losing sensitive client data. He's a qualified GDPR practitioner with a knack for simplifying the complex rules and regulations into actions every business can take.
Gerrard launched Astrid in 2018 - aware that thousands of small businesses handle sensitive client data, Gerrard is on a mission to help safeguard that information by empowering small business owners with the right tools and tips. Along the way, his clients avoid the financial penalties of not complying with GDPR too!
In this interview, I ask him
- What is GDPR?
- What are the common mistakes small businesses make concerning GDPR?
- How to share data easily?
- What are some good and trusted resources to store data online?
- How often to change password?
- What changes have you seen in the last 12 months?
- How to protect yourself at home?
- What can Astrid offer the small business owner?
For more info on Gerrard and his business, please visit
https://www.weareastrid.co.uk/
For links, Gerrard recommends:
- For general info, Astrid's resources page https://www.weareastrid.co.uk/category/resources/
- A free training session for directors and charity trustees (useful for bookkeepers to send to their clients for free!) https://www.weareastrid.co.uk/data-protection-responsibilities-as-a-company-director-or-trustee/
- That article on passwords we talked about in the blog https://www.weareastrid.co.uk/how-to-create-safe-passwords/
- Finally, the link to the IAB GDPR training - although if you prefer to direct them to the IAB members' page then that's fine https://www.weareastrid.co.uk/launching-cpd-accredited-gdpr-training-for-bookkeepers/
Thursday Dec 03, 2020
Thursday Dec 03, 2020
In this episode of the IAB Podcast I'm speaking to Tony Winyard from Healthy Profits and we are discussing what it takes to raise your prices, the barrier to taking action and why it's essential to do this in order to gain more freedom in your business
You can find out more about Tony at www.TonyWinyard.com
Friday Nov 20, 2020
Friday Nov 20, 2020
The news from the week ending 20th November 2020
Janet Jack – CEO
Sarah Palmer – COO
Simon Jordan – Marketing
Below are the notes from the podcast
On this week’s Friday Roundup we have…
Simon
- Recap on the Fundamentals 2
- Talks about our guest on this week’s coffee morning
- Gareth Blair and Rob Harvey talking about AML
- David Pritchard talking about how we can improve sales
Janet
- Launch of the IAB Ambassador program
- Brexit
- Consider if you need to register for an EORI number – download our info sheet here
Sarah
- Recap on the Government Schemes available
- CJRS extension (Note: employment law still applied while employees on Furlough)
- Job Support Scheme (JSS) postponed
- Job Retention Bonus scheme postponed
- SEISS Third Grant open for applications on 30th November
- Local Restrictions Support Grant
- Bounce Back Loans Top Up
- Find funding
- Pointer to finding out about local grants and support
Simon
- Further details about how to become an IAB Ambassador
- Wishing everyone a safe lockdown