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Webinar Notes

Presenter: James Barbour, Director of Policy Leadership at the Institute of Chartered Accountants of Scotland (ICAS).

In this session, James focused on ISA315 and recent key revisions to the International Auditing and Assurance Standards Board’s (IAASB’s) standards.

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It has now been a whole year since the world switched to video conferencing as the default means of communication, but nevertheless, not everyone has yet worked out the best way to present themselves and how to use these platforms, both in ways that ensure you get the best results from these online interactions and in ways which are healthy to your mental wellbeing.

With these two factors in mind, we have produced a new document entitled ‘Best Practice For Online Meetings And Ways To Manage Zoom Fatigue’, which you can access via the link below.

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BOKS International member firm TC Group has expanded its representation in the East Midlands following a merger with well-respected Leicester-based practice, Sence Accounting.


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Apriori Brazil is an accounting, tax and audit firm based in São Paulo, Brazil. Apriori specialises in providing professional services of Outsourcing of accounting, tax, finance, payroll and paralegal as well as tax consultancy, labour, social security and special projects. They are committed to offering effective solutions to reduce operational cost and optimize results with quality, transparency and timeliness required by the market.

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BOKS International member in the USA, RDG+Partners, have boosted their wealth management division by appointing Thomas Queri, ChFC.

In partnership with Advisor Andy Roberts, Thomas Queri will grow the division with a focus on two main areas. First, he will work to increase collaboration between wealth management and other teams within the firm to ensure all aspects of a client’s finances are considered in their plans. Secondly, Thomas Queri is designing a platform to enable financial advisors to grow with RDG+Partners while maintaining full ownership of their practices.

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Julio Gonzalez, CEO of BOKS International member firm, Engineered Tax Services, has recently founded a new company called Rockerbox. Julio set-up Rockerbox to enable CPA firms to help small business owners in the USA who have suffered economic losses during the COVID-19 pandemic by taking advantage of federal employer-based tax credits, such as Employee Retention Tax Credits (ERTC) and Work Opportunity Tax Credits (WOTC).

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BOKS member firm, Engineered Tax Services, in collaboration with The Growth Partnership and Rockerbox, is hosting a Live Webinar that may be of interest to members of the alliance based in the USA or those who have clients or subsidiaries operating in the country on the subject of important changes to the current Employee Retention Tax Credits (ERTC) expiring June 2021. The event will take place this coming Thursday, March 18, at 11:00 am (CDT).

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BOKS International member firm TC Group’s rapid growth continues following a merger with Bristol-based practice, Tax Angel Accounting, whose clients will be managed by Kevin Edenborough, Partner, at TC’s offices in Keynsham and Chippenham.

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