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.
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.
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.
This webinar is free and does not qualify you for CPD hours.
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.
The following persons will benefit from attending this webinar:
Accounting/ audit practice owners.
Accounting/ audit practice managers.
This webinar is free.
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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.