A webinar sharing proven methodology that transforms how clients respond to information requests, creating a more efficient and less stressful practice environment.
10:00 - 11:00
Date: 18 February 2025
The constant challenge of late information from clients creates a cascade of problems for accounting practices. Beyond the obvious stress and inefficiency of chasing documents, late submissions force accountants to rush work, increasing the risk of errors and missing valuable tax-saving opportunities. Traditional approaches of repeated emails and phone calls prove inefficient and often ineffective, leading to frustration for both accountants and their teams.
This session reveals a proven methodology that transforms how clients respond to information requests, creating a more efficient and less stressful practice environment. Rather than accepting the traditional January rush as inevitable, discover how leading firms are consistently receiving and processing information months ahead of deadlines, allowing them to deliver higher value to clients while maintaining a healthy work-life balance.
This transformation isn't just about getting information earlier – it's about creating capacity for value-added services, reducing stress, and improving client relationships. When information arrives early, practitioners have time to analyse data properly, identify tax-saving opportunities, and provide strategic advice that makes a real difference to clients' businesses.
Key Learning Outcomes:
Attendees will receive downloadable resources to help them implement these learnings immediately in their practice. This session is particularly valuable for firms looking to break free from the last-minute rush and create capacity for more strategic work.
By implementing these approaches, firms can look forward to enjoying relaxed Januaries while delivering higher value services to clients. The session provides practical, immediately implementable strategies that have been proven to work across numerous accounting practices, regardless of size or current systems.
Register for the webinarShane Lukas (Added Value Solutions Ltd) 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 Rather than feeling trapped by outdated methods, overwhelming workloads, or fee-sensitive clients, accountants working with Shane build profitable, future-ready firms that run smoothly without their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.
Shane’s insights are captured in multiple international best-selling books, including Putting Excellence Into (Your) Practice and What’s Next For Accountants? He regularly shares his knowledge from the stage—TEDx talks, keynotes, and webinars—continuing to inspire accountants around the world to seize the opportunities ahead.
Shane’s Best-Selling Books: