In this dynamic panel discussion, Sam Tasker-Grindley explores strategies for accountants to confidently serve growing clients and secure new contracts by forming strategic partnerships with established financial service powerhouses. The session emphasises how compliant referrals can fill gaps in expertise, enabling firms to build new revenue streams beyond traditional workflows. Attendees gain tools to stay ahead of the competition and address rising costs and infrastructure needs in the modern accounting landscape.​

Zoe Whitman – Co-Founder, The 6 Figure Bookkeeper​

Joan Adams – Co-Founder, Adams O'Rourke Accountants​

Neil Mackay – Founder, NDC Consultancy

Sam is a chartered accountant turned fintech innovator, dedicated to creating a community for growth-minded accountants with client service as their guiding principle. Formerly Head of Swoop for Advisors, he now leads Nexus in partnership with Sedulo, one of the UK’s fastest-growing business advisory firms. Nexus transforms referrals into opportunities for accountants to offer clients a suite of specialist services, strengthening client relationships and generating new revenue streams in a compliant and administrative-free manner.

Connect with Sam:

LinkedIn: https://www.linkedin.com/in/samtg/

Website: https://nexus.sedulo.co.uk/

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