A webinar on the all-too-familiar headache of late client submissions, which cause stress, inefficiency, and missed opportunities in accounting practices.
Content
This session tackles the all-too-familiar headache of late client submissions, which cause stress, inefficiency, and missed opportunities in accounting practices. You’ll discover a proven approach that transforms how clients respond to information requests, helping you get the data you need well before deadlines. Packed with real-world examples and success stories, this session shows how leading firms are turning the dreaded January rush into a thing of the past. You’ll walk away with practical tools, templates, and strategies to make information gathering smoother, reduce stress, and create more time for high-value, strategic work. Say goodbye to last-minute chaos and hello to a more efficient, balanced, and rewarding way to work!
Duration
1 hour (1 non-verifiable CPD unit)
Speaker
Shane has dedicated over two and a half decades to creating a community where accountants transform their firms, deliver meaningful value to their clients, and enrich both their own and their clients’ lives. Rather than feeling trapped by outdated methods, overwhelming workloads, or fee-sensitive clients, accountants working with Shane build profitable, future-ready firms that run smoothly without their constant input.
Through a blend of structured coaching, training, and expert resources aligned with his proven methodology, Shane and his team of Practice Growth Experts guide accountants in mastering value pricing, attracting quality clients, and offering transformational solutions. As a result, these firms not only thrive financially but also grant their owners true freedom, well-being, and the opportunity to make a powerful difference in others’ lives.
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£15.00 | AIA members
£30.00 | Non - members