Do your clients have more control of the business relationship than you would like? Are you struggling to effectively manage scope and fees associated with client work? Are your client agreements worth the paper they’re written on?

As accounting and tax compliance work becomes more commoditised, you simply can’t afford to let your clients manage the business relationship. It’s no longer enough to simply have a good agreement in writing. Both clients and the firm’s people need to understand what it means.

Progressive firms are already achieving great results in re-framing the client relationship by clearly outlining, up front:

• What’s included in (and excluded from) the agreement
• How the service will be priced and charged to the client
• The timeframe for starting and completing agreed work
• Expectations in relation to day to day communication
• What the firm can (and can’t) provide in relation to additional services

The new financial year is the perfect time to re-frame the relationship between your firm and its clients by outlining in a clear and simple way how the relationship works. This policy should apply to both new and existing clients.

In this 2 part program, we’ll be taking you through the key steps required to really take control of your client relationships and workflow by establishing service-level agreements that actually work. We’ll talk about both compliance and advisory matters. We’ll show you how you can use technology to streamline this process,

The first session will outline the practical steps your firm should take to engage and re-engage clients with a clear and simple service-level agreement. We’ll also show you how to communicate any changes in terms of engagement clearly and without client resistance.

In the second session, we’ll provide a practical step by step process for the scheduling and management of compliance and advisory work in the new financial year. We’ll discuss how you should communicate this to clients and establish clear guidelines for staff involved in managing and delivering client work.

Key objectives:

1. Implement an effective engagement and re-engagement process for ALL your clients, incorporating appropriate technology.
2. Develop and implement a workflow scheduling and management process for both compliance and advisory work

What’s included in this online program:

Two Live Sessions – We’ll run 2 online sessions, both 60 minutes in duration, to help you develop your client engagement and workflow management strategy for the new financial year.

Documented Procedures – We’ll provide procedures for client re-engagement, workflow scheduling, calling in of work and management of changes in scope of work.

Workbook – We’ll provide a workbook to assist you and your team in developing a specific and relevant action plan.

Date:  Session 1: Wednesday 15th June 2016. Session 2: Wednesday 22nd June 2016
Times: 12.30pm – 1.30pm AEST | 2:30pm – 3:30pm NZST
Fee: $220 inc GST per firm, per location
CPD: This program is eligible for 2 CPE / CPD Hours. A certificate will be provided on request.

Viewing Limits: Session recordings will be available to view for 3 months following the live session. Subscribers to the TBA Knowledge Library have unlimited access to recordings.

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For Accountants

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