Overview   

Many firm owners regard the area of business advisory as the "holy grail". The reality though is that many accountants do give business advice, but it is given in an ad hoc way in response to a client question or the accountant's enquiry! No separate charge is made, and service potential is therefore not maximised. 

Firms have systems, processes, and policies for undertaking compliance work but that is not necessarily the case for business advisory services. This webinar takes a look at some straightforward approaches to these services, and how to implement easy steps to delivering value and getting paid appropriately. 

Join internationally recognised practice management consultant Mark Lloydbottom, FCA on 2 December 2021 from 10:00 a.m. to 12:00 p.m. as he discusses business advisory intelligence to engineer higher revenue per client. 

Learning objectives  

  By the end of this webinar the attendee will: 

• Know how to develop the expertise to offer extension services; 

• Understand where to find the time for non-compliance services; 

• Know the 5 essential plans that all clients need;  

• Know how to protect the practice with "triple lock service"; and 

• Understand client needs planning and also find service opportunities.   

Content 

  The webinar will cover the following topics:  

• Looking at the value of financial statements. 

• Finding the time for non-compliance services. 

• Protect the firm with triple lock service. 

• Developing the expertise and confidence to deliver extension services. 

• Client planning needs and your service opportunities. 

• The five essential plans that clients all need. 

• 100+ questions to pepper into client conversations. 

• Service areas that almost all clients need long-term. 

• Business success principles - master these and reap the rewards. 

• How to apply the profit game and help clients uncover profit robbers.  

Obtaining your CPD certificate 

  This webinar is free and does not qualify you for CPD hours.    

About the presenter 

Mark Lloydbottom, FCA 

Mark Lloydbottom is acknowledged as a futurist who specialises in management planning, strategy, and profit improvement for accounting firms. His programs and consulting are based on over 30 years’ experience as a practitioner and consultant. He has worked with professional service firms and accountancy institutes and associations throughout Europe, North America and Africa. 

Who should attend?   

The following persons will benefit from attending this webinar: 

• Practising accountants; 

• Registered auditors; 

• Accounting/ audit practice owners. 

• Accounting/ audit practice managers. 

 Price 

This webinar is free. 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

  By attending this webinar you will be provided with: 

• Summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to the presenter after the webinar.