The Digital Accountancy Forum and Awards 2021

ACCA

Company Description: ACCA (the Association of Chartered Certified Accountants) is the global professional body for professional accountants. We’re a thriving global community of 233,000 members and 536,000 future members based in 178 countries and regions, who work across a wide range of sectors and industries. We uphold he highest professional and ethical values. Since 1904, being a force for public good has been embedded in our purpose. Find out more at accaglobal.com

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Deloitte

Company Description: Deloitte is a leading global provider of audit and assurance, consulting, financial advisory, risk advisory, tax and related services. Our global network of member firms and related entities in more than 150 countries and territories (collectively, the “Deloitte organization”) serves four out of five Fortune Global 500® companies. Learn how Deloitte’s approximately 312,000 people make an impact that matters at www.deloitte.com.

Company Website: www.deloitte.com

Allinial Global

Company Description: Allinial Global is a member-based association dedicated to the success of independent accounting and consulting firms. Since 1969, this strategic affiliation of legally independent accounting firms has fostered the independence, profitability, and continuous improvement of its members. Allinial Global is two hundred and thirty six members strong and growing, with over 600 locations worldwide generating approximately $4.1 billion in collective revenues. With dedicated regional directors who have extensive connections throughout the Americas (USA, Canada and Latin America), EMEI (Europe, the Middle East, India), Africa and the Asia Pacific regions, members of Allinial Global are committed to providing the most agile, flexible, and client-centric solutions anywhere, anytime.

Company Website: http://www.allinialglobal.com/

CaseWare

Company Description: CaseWare International develops cutting edge software solutions for accounting firms, corporations and governments worldwide. Growing from the success of the ubiquitous Working Papers platform, CaseWare solutions are recognized for their combination of modern technologies, and industry standards and regulations. With the release of the newest cloud-based product Analytics.AI, an in-demand risk-based transaction analysis tool, professionals now have access a full suite of solutions that address all aspects of their workflow. The result; the opportunity to reach higher levels of productivity and to make better business decisions for their clients and their organization. Find out why hundreds of thousands of users around the world trust CaseWare - Visit www.caseware.com

Company Website: www.caseware.com

Delphi Alliance

Company Description: Delphi Alliance brings a new era in the international networks, offering a unique blend of business services and alliances globally. A multi-practice network of professionals who service the entrepreneur, empowering its members to achieve what previously seemed impossible. The scope is to link professionals from twelve different lines of services, who share the same vision, values and ethics, create opportunities and build synergies globally for the member firms and help them grow.

Delphi Alliance also promotes an evolutional “network within the network concept”, where twelve different lines of professionals will be working together within their own country, although independently but under the umbrella of Delphi Alliance. At the same time, they will participate in similar networks globally, sharing resources, know-how and business opportunities through international alliances.

• Lines of Business:
• - Accounting, Auditing, Taxation
• - Financial Advisory and Monetary
• - Management Advisory
• - Business Advisory
• - Legal services and Liquidations
• - Fiduciary and Administration
• - Information Technology
• - Marketing & Advertising
• - Human Resources
• - Real Estate
• - Reporting, Translation and Interpretation
• - Professional Training and Education

Company Website: www.delphialliance.com

Inflo

Company Description: Since launching in November 2016 Inflo has been embraced by the accounting profession and is leading a technology revolution. Inflo is a cloud platform providing an end-to-end data analytics solution, including data ingestion, process automation and analytical dashboard outputs. Inflo is intuitively designed to minimise training and integrates with existing software and methodologies to minimise the impact of change. Inflo’s proposition is unique, partnering with firms to transform the service experience they can offer. This unlocks new ways of working with clients as well as capacity from the existing team to deliver these higher value and more engaging services.

Company Website: http://inflosoftware.com/

MGI Worldwide

Company Description: MGI Worldwide is one of the world’s largest international networks of independently owned audit, tax, accounting, and consulting firms with a rich history spanning more than 70 years. Our success reflects the quality of our member firms and our strong regional and international presence, which brings together more than 250 firms and some 10,000 professionals in over 100 countries around the world. We provide an effective alternative to the larger accounting firms, especially for SMEs, family businesses, entrepreneurial and fast growth enterprises, and subsidiaries of major multinationals. MGI Worldwide is always looking to the future and has become a leading light among other global accounting networks and associations, actively seeking new ways to support members and their businesses.

Company Website: www.mgiworld.com

Moxo

Company Description: Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling. Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Standard Chartered, Raiffeisen Bank, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo’s co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

Company Website: http://moxtra.com/

Ignition

Company Description: Ignition is the world’s first client engagement and commerce platform for professional services businesses, to streamline how they engage clients and get paid. Nearly 5,000 accounting and professional services firms around the world use Ignition to win new business with impressive digital proposals, engage clients with a clear scope of work, and get paid on time by automating payment collection. Ignition also integrates with leading business apps such as Gusto, QuickBooks, Xero and Zapier to automate time-consuming tasks. Founded in 2013 by a progressive accounting entrepreneur to find a better way of doing business, our goal is to help customers grow, be more efficient, and create win-win client relationships. To date, we’ve helped facilitate more than 1 million clients engagements and more than 6.5 million payment transactions. Ignition has teams in Australia, Canada, New Zealand, The Philippines, South Africa, US and the UK, with over 150 employees globally.

Company Website: www.ignitionapp.com

Praxity

Company Description: Praxity is an innovative, international alliance of over 700 offices of best-in class independent Participant Firms. Together, they share their combined expertise from strategic locations around the world, leveraging highly-customised business solutions and deep regional understanding – driving outstanding results and returns for clients in over 100 countries. Collectively, our Participant Firms are champions for business globally, with an uncompromising, yet collaborative model for aligning and uniting ambitious, like-minded companies like yours. Independent expert advisers are hand-picked from more than 40,000 professionals – working seamlessly in multidisciplinary teams across international borders to meet every client need. Praxity Participant Firms have the capability, resources and scale to support clients ranging from small ambitious businesses to established global, listed organisations.

Company Website: http://www.praxity.com/

Wolters Kluwer

Company Description: Wolters Kluwer are a global information, software and consultancy provider, specialising in tax and accounting. We support our customers at every stage, giving them the expert knowledge and software that they can rely on to improve their efficiency, navigate change and adhere to the needs of regulators and customers alike. By combining our expert knowledge with our passion for developing future forward technology, we are global leaders at meeting the needs of our customers. We’re experts in providing information, software and services to tax executives who work in complex, compliance-driven environments. Our innovative and mobile technology creates a future-proofed, end-to-end tax and accounting system, to suit your needs. CCH Central is your one-stop shop for tax and accounting compliance and practice management. You can manage your clients’ core compliance work from a single screen with access to their accounts and tax returns as well as document and communications.

Company Website: https://www.wolterskluwer.com/en-gb/solutions/software-tax-accounting

Konsolidator

Company Description:

Konsolidator is a Danish software group with HQ in Denmark and subsidiaries in UK and Sweden. The group has developed a cloud-based software that automates the financial consolidation and reporting process. The software is created and supported by auditors and powered by innovative cloud technology.

With the software Konsolidator Audit auditors can prepare their client’s financial consolidation in a streamlined and digital format while increasing the quality of their work and saving a substantial amount of cost. With single sign on (SSO) auditors get immediate access to all clients in one system with just one login.

Konsolidator Audit integrates with Silverfin and allows trial balance import from Silverfin and export of the consolidated data back to Silverfin.

Company Website: https://konsolidator.com/

M-Files

Company Website: http://www.m-files.com/en

AdvanceTrack Outsourcing

Company Description: AdvanceTrack are a global outsourcing provider offering technology led, secure, quality outsourcing solutions to accounting firms. Run by UK Chartered Accountants and delivering profitable outsourcing solutions and scalability for your firm. The Outsourcer of choice for technology driven firms and Top 100 UK Practices delivering dedicated resources to firms. This enables delivery of more value to clients by focusing on key client conversations. Learn more at www.advancetrack.com

Company Website: www.advancetrack.com

Dayshape

Company Description: Dayshape helps professional services firms plan, manage, and adapt. Its AI-powered planning platform optimises engagement planning, resource management, analytics, and risk management. Dayshape makes it easy, through assisted and fully automated scheduling, to assign the right person, at the right time, every time. Headquartered in Edinburgh, Scotland, Dayshape has more than 15,000 users across ten countries. Global customers, including two of the Big Four accounting firms, use Dayshape to boost profitability, improve client service, and keep their teams happy.

Company Website: http://dayshape.com/

Trintech

Company Description: Trintech pioneered the development of Financial Corporate Performance Management (FCPM) software to optimise the Record to Report process. From high volume transaction matching and streamlining daily operational reconciliations, to automating and managing balance sheet reconciliations, transaction matching,journal entries, treasury management and bank fee analysis, to governance, risk and compliance – Trintech’s portfolio of financial solutions, including Adra and Cadency, among other solutions, help manage all aspects of the financial close process. Over 3,500 clients worldwide – including the majority of the Fortune 100 – rely on our cloud-based software to increase efficiency, reduce costs, and improve governance and transparency across global financial organisations. Headquartered in Dallas, Texas, Trintech has offices located across the United States, United Kingdom, Australia, France, Ireland, the Netherlands and Scandinavia, as well as strategic partners in South Africa, Latin America and Asia Pacific. To learn more about Trintech, visit www.trintech.com or connect with us on LinkedIn, Facebook and Twitter.

Company Website: www.trintech.com

Circit

Company Description: Circit is a SaaS auditing platform which enables the automation of audit confirmations with banks, brokers and law firms. In 2019, Circit launched their innovative new product "Instant Confirmations" which brings the bank confirmation time to less than 30 seconds, eliminates the bank processing fee of £25+ and removes the fraud risk associated with the legacy paper confirmation request process. As an FCA regulator approved company, Circit saves time and money for auditors and their clients, while simultaneously reducing operational risk. For more information visit: www.circit.io

Company Website: www.circit.io

Dext

Company Description:

Accountants make better businesses.

At Dext, we provide digital tools that help accountants and bookkeepers like you to automatically and intelligently process and analyse financial data. So you can advise in real time with better levels of insight than ever.

With an armoury of the right tools at your disposal; accountants and bookkeepers are the backbone of every successful business. It’s that simple.

And through the Dext platform, those tools have become even more powerful and integrated to meet the demands of businesses today.

We’re fuelling the next generation of accountants and bookkeepers with Dext.

Company Website: www.dext.com

Moneypenny

Company Description: Professional Telephone Answering and Live Chat for Accountants Accounting firms looking to capture more leads and improve service levels choose Moneypenny. Trusted by the UK’s Top 100 accounting firms, our mix of extraordinary people and ground-breaking technology allows us to answer calls and chats exactly as if based in your business. Your Moneypenny Receptionist and small team are on hand 24/7, providing support either on an overflow or fully outsourced basis. Briefed by you, they’ll send calls and messages through to you and your team, wherever you’re all working. Try Moneypenny free- Experience Moneypenny for yourself with our free trial. We’ll give you detailed information throughout your trial, so you gain a key insight into times you need support the most. With no set-up costs and no obligation to continue. 0333 202 1005 hello@moneypenny.co.uk

Company Website: www.moneypenny.com

Global Alliance Advisory Services

Company Description: Global Alliance Advisory Services uniquely provides support to the leadership teams of international networks and associations in both the accountancy and legal sectors. Our team comprises former CEO’s & Regional Directors and those offering top-level support services.

Whatever challenge an alliance if facing – the odds are we faced the issues before and will deliver practical advice and solutions.

We frequently cover:

• Strategy development and implementation

• Business development, transnational proposals, and referrals

• Supporting global and regional special interest groups by service line or industry sector

• Reviews of bylaws, membership agreements and dues formulae

• Recruiting new members firms in targeted locations

• Exploring merger or joint venture opportunities

• Quality management policies, procedures, together with member firm and audit file reviews

• A sounding board/mentoring facility and individual or team coaching and performance programmes

• Independent IT consultancy covering systems selection, and implementation available to the international office or the global membership

• The Zenzero Global Alliance Hub – a cost effective full compliant global conflict checking platform built on Microsoft Power Platform

• Global brand reviews, positioning, values & behaviours, visual identity, and guidelines

Company Website: http://globalallianceadvisers.com/

Nexia International

Company Description: Nexia International (Nexia) is a leading, global network of independent accounting and consulting firms, providing a comprehensive portfolio of audit, accountancy, tax, and advisory services. With over 34,500 people in more than 265 member firms, operating in over 128 countries across the globe, Nexia works with its member firms leveraging strength across the network and enabling the delivery of global solutions by member firms to their clients. Nexia’s continued success is what lies at the heart of the network: international knowledge, proven experience, and enduring relationships. This is reflected in Nexia’s brand promise ‘Closer to you’. When you choose a Nexia member firm, you get a more responsive, more personal, partner-led service wherever you are in the world.

Company Website: www.nexia.com

Accounting Influencers Podcast

Company Description: OVERVIEW

Accounting Influencers is the world's leading accounting, CPA and fintech podcast where hosts Martin Bissett and Rob Brown bring you critical insights, best practice, expert interviews, market intelligence and occasional rants on the accounting and fintech world in short, sharp listens on a daily basis.

ABOUT THE SHOW

Its audience is accountants and CPAs, together with the networks, associations, vendors and influencers who lead them, work in them and serve them. With the backing of several trusted commercial partners, the show comes out daily with engaging 'radio show' style news items, insights on 'what really works' and the occasional rant. Twice a week there are featured interviews with accounting profession influencers, disrupters and thought leaders who advise, train, serve and speak into the accounting/fintech profession. Some are experts (commentators, authors, consultants). Others are in business (suppliers, vendors and partners to accounting firms). Topics include leadership, value, winning work, culture, talent, sales, trust, growth, tech, digital, cloud, change, marketing, trends, performance and strategy. To check out the show, go to any podcast app/platform or https://bit.ly/accinfpodcast

ABOUT THE HOSTS

Martin Bissett is the founder of the Bissett Group of companies that provide practice and personal growth communities, content, and continuing education exclusively to the accounting and bookkeeping professions worldwide. Previously he established a high six-figure consulting firm while serving as a keynote speaker with over 100 one-off and repeat engagements to his name, as well as becoming the most published author on his topics of specialism with 11 books including 1 bestseller. Since 1998, Martin has played a major part in working with over 1800 accounting firms in over 40 countries. These projects have led to those firms acquiring over £500m of recurring fees before inflationary increases, referrals and upselling are factored in. He stopped keeping track of this number over 5 years ago. Martin now advises a range of accounting practitioners and fintech companies at board level. Rob Brown is a renowned MC, facilitator and chair of virtual and in-person panels, conferences and events globally for the accounting and fintech profession. He is co-founder of the Accounting Influencers Roundtable (AIR) mastermind group and co-hosts the world's most popular accounting and fintech podcast: Accounting Influencers. Throughout the pandemic, Rob chaired 24 virtual panels with leaders of global accounting networks and alliances to discuss the key issues and challenges. He is retained by several associations and vendors to chair their events and provide high-level interview content for their communities. He is also the bestselling author of Build Your Reputation (Wiley) and his TEDx talk 'The Personal Brand of You' has been viewed 300K+ times on YouTube.

Company Website: http://bit.ly/accinfpodcast

The Bissett Group

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