Monday, July 25, 2022 - 09:00 - 10:00

Ditch difficult clients and attract new ones

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Ditch difficult clients and attract new ones

Monday, July 25, 2022 - 09:00 to 10:00

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Tax may cause a lot of headaches, but none compare to that of dealing with clients. Whether it’s PITA clients or fears of an ageing client base, there are enough client complications to distract from the actual work of tax and accounts. 

So, what’s the problem? Most firms have clients that are either challenging to deal with or just won’t listen to your advice. While they may end up on the ‘watchlist’, some firms never get around to cutting ties or have the energy to deal with them.  

If this sounds like you, this episode of Any Answers live will help you. 

Mark Lee and David Frederick will take viewer questions on how best to deal with these difficult clients and when is the right time to ditch them. 

And as MTD ITSA approaches, firms will be reviewing their client bases, and as one AccountingWEB reader recently discovered, they may need to start attracting younger ones before their clients retire or sell up soon. The panel will provide tips on how you can refresh your client base and attract new ones. 

As always, you can bring your questions on YOUR client difficulties and our panel will advise you. 

By attending this episode of Any Answers Live you will:

  • Learn how to disengage difficult clients
  • Find out when is the best time to get rid of them
  • Discover how to categorise your clients
  • Be able to attract new clients
  • Get a chance to put your questions to the experts

Reading list:

You will earn 1 CPD point by attending this free 45-60 minute session in full

You must be registered and logged in to an AccountingWeb account to claim CPD points.

Please ensure details used to claim CPD points match those used when registering for this episode. Your certificate will be sent to you within 30 days of submitting your details.

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