Essential accounting know-how for sole traders and small businesses

About this event

Essential accounting know‑how for HR, OD & L&D consultants to reduce tax, improve admin, and stay compliant with changes in reporting rules

Peter Bromiley is a Chartered Accountant and Director of AMS Accountancy, will present the essential accounting things you need to know in this fast-paced 30 minute sprint with clear, practical takeaways. The session is aimed at sole traders and micro-firms in the HR, L&D and OD space, and will help you reduce tax, stay compliant and streamline your financial admin without becoming accountants

By the end, attendees will be able to:

• Claim more allowable expenses confidently using the “wholly & exclusively” rule.

• Choose and set up MTD‑ready accounting software (bank feeds, receipt capture, categories).

• Understand key tax thresholds (income tax, NI, VAT) and how they impact planning.

• Prepare a stress‑free year‑end pack that speeds up filing and reduces errors.

• Avoid common HMRC pitfalls (late filings, payments on account surprises, weak record‑keeping).

• Know when to use an accountant to save time, reduce tax, and stay ahead of changing reporting rules.

Agenda

09:45-10:00 Open networking online

10:00-10:30 Presentation by Peter Bromiley

10:30-11:00 open space and discussion

Speakers Bio

Peter Bromiley is a Chartered Accountant and Director of AMS Accountancy, a well‑established firm based in West Swindon supporting local businesses, freelance contractors, and landlords.

Peter leads a team delivering a full range of accountancy services, including annual accounts preparation, bookkeeping, management accounts, VAT returns, payroll, tax returns, tax planning and advice, and company secretarial work.

Known for his practical, straightforward style, Peter specialises in helping sole traders and small businesses understand their numbers, stay compliant, and make confident financial decisions. His ability to turn complex tax and reporting rules into clear, actionable guidance makes him an ideal speaker for HR consultants looking to navigate expenses, Making Tax Digital, reporting thresholds, and year‑end preparation.

Please note:

1. Reminder emails will be sent to you the day before, with a further reminder on the day of the event.

2. Photography and video production may be taking place at the event, and these images may be used in the CIPD newsletters.

3. By attending the event, you are giving your consent for your image to be used on any CIPD promotional materials.

4. As we are supplying refreshments, if you can no longer attend, please cancel your place either on Eventbrite, responding to this email.

5. This event may include an external speaker who has prepared their own presentation. Any views or opinions expressed by the speaker are their own and do not reflect those of the CIPD.

6. If you require any reasonable adjustments to enhance your experience, please get in contact with us by responding to this email and we will do our best to accommodate.