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How to Attract Quality Clients and Provide Profitable Services – 13th and 20th July
12 July 2016@ 12:30 pm - 1:30 pm
An event every week that begins at 12:30 pm on Tuesday, repeating until 20 July 2016
In the rapidly changing world of public practice, revenue growth alone is not sufficient. You need to attract the right clients and provide all your services in a more profitable manner to really achieve strong results.
Some of the key factors affecting your firm’s ability to achieve better results include:
- Lack of clear differentiation versus other accounting firms
- The increasing price sensitivity of compliance work
- More and more competition to attract quality clients
- The challenges firms have in delivering advisory services
- The need to develop a more streamlined approach to workflow
What is your firm doing to really attract quality clients and deliver both compliance and advisory services in a more profitable manner?
In this 2 part program, we’ll take you through a 7 step process guaranteed to improve your firm’s profit by taking control of client selection and service delivery.
Key actions discussed will include:
- Client selection and management strategies
- Focus on delivering services in a more profitable manner
- Stronger leverage of compliance and advisory workflow
- Development of a clear differentiated business profile and brand
- Streamlined throughput of workflow to improve turnaround time
- Implementation of a formal pricing strategy ensure ROI
- Development of benchmark KPIs for profitable growth
What’s included in this online program:
- Two Live Sessions – We’ll run 2 online sessions, both 60 minutes in duration, to help you implement processes to improve your firm’s profitability.
- Documented Procedures – We’ll provide procedures for all key actions outlined in the program, including delegation of client relationship responsibility, throughput of work, development of pricing policy, prevention of scope creep and regular review of KPIs at an individual and team / firm level.
- Workbook – We’ll provide a workbook to assist you and your team in developing a specific and relevant action plan.
Who should attend? : All staff of accounting firms who are involved in the allocation of internal resources, delivery of services and management of people.
Date: Session 1: Wednesday 13th July 2016. Session 2: Wednesday 20th July 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.
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