Overview

This Practice Management webinar session on “Client Relationship Management” forms part of a series of presentations on practice management for small and medium practices based on IFAC’s Practice Manual for SMP’s.

The relationship accountants have with their clients is fundamental to the value of the accountancy firm. Increased competition demands that accountants shore up their client relationships so that clients are less vulnerable to persuasion from competitors.

Establishing a deeper client relationship makes good commercial sense. It has been established over a number of surveys that it costs far less to retain a client than it does to acquire a new one. This should be of particular interest to accountants, who are often very concerned with matters relating to cost and cost management.

Learning objectives 

In this webinar Elaine will cover:

• Why building strong and effective client relationships are the most important part of your business
• What is a client?
•  What is a relationship?
• What does client management mean?

Content

• Knowing your client
• Reviewing your client base
• Measuring and exceeding client expectations
• Benchmarking service levels
• Embracing opportunities for enhanced relationships
• Developing strategies to provide a full range of quality services
• Strategies for providing a full range of quality services: mergers, networking, referrals
• Invoicing and collection
• Conflict resolution and arbitration services
• Ending a client relationship

Who should attend

These webinars are aimed at all accounting practitioners and practice owners/managers who want to know how to improve the running of their practice and increase their profitability and productivity.

CPD

Attending the webinar will accrue 1 CPD hour for members of a relevant professional body such as ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA.

Investment

This is a free event sponsored by SAIBA