App of the Month: KYC to RKYC – Automate and Humanise your R(really)KYC Process with GoProposal

Join Will Farnell as he sits down with James Ashford of GoProposal, as well as accountants and bookkeepers in practice Gavin and Claire to discuss the importance or REALLY knowing your customers.

Know Your Customer (KYC) probably gets you thinking about risk and AML, rightly so as we have regulatory requirements to meet. Yet KYC provides us a unique opportunity to get to understand our client and provide a broader range of services to meet their specific needs.

In this session Will discusses how we move from KYC to Really Know Your Customer (RKYC). Joined by James Ashford and two accountants in practice, the session will explore how we automate the routine but humanise the part of the process that lets us get deep into the objectives of not only the business but also the business owner.

Key takeaways:

• Why we have to go beyond basic KYC to really understand what our clients need

• Why now is the time to start running a Human Firm (unless you want to get left behind)

• What conversations you need to be having to unlock the potential in your client base

• How GoProposal can take the hassle out of onboarding with their 'all under one roof' system
  

This is a not to be missed session!

Speakers:

Will Farnell, co-founder of App Advisory Plus and founder of Farnell Clarke, the UK's first 100% cloud accounting practice, based in Norwich, Norfolk with clients across East Anglia, London and the UK.

James Ashford, VP of GoProposal. James helps accountants and bookkeepers how to grow their firms into profitable businesses by pricing consistently, selling more confidently and minimising risk. He helps thousands of accountants and bookkeepers worldwide to achieve the same success with their businesses.

Claire Bartlett, founder and director of Arden Bookkeeping, voted the Best Bookkeeping firm in the UK at the 2022 Accounting Excellence Awards. Claire is passionate about working with her clients not for them and supporting them to achieve the very best within their business.

Gavin Spencer BA FCCA, Managing Director of the National Award-winning firm Beach Accountants Limited, based near Newcastle upon Tyne and has a team of 10 people.