Wednesday, October 18, 2023 - 09:30 - 10:30

How to give your clients and your staff a great off-boarding experience - and why it matters

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How to give your clients and your staff a great off-boarding experience - and why it matters

Wednesday, October 18, 2023 - 09:30 to 10:30

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About this session

Join us for The Bookkeeping Show, our live interactive panel show dedicated to our growing bookkeeping community. Featuring AccountingWEB's Editor-in-Chief Joanne Birtwistle, each episode is packed with winning tips and advice from those who've been there, faced the challenges of the modern bookkeeper and won. Add on the opportunity to put your questions directly to the panel plus earn a CPD point for attending via our simple survey form, and this free session is perfect for the modern bookkeeper.

We will all have clients that move on. It’s probably not personal, but regardless of the circumstances - and whether or not you hope they will return to you again in the future - an efficient, helpful and positive offboarding experience is important for your reputation and business health.

Our last episode covered the practicalities of onboarding staff, so we will also discuss what to do when your staff leave in this episode - again why it is important they have a great experience of leaving and the things to think about there too.

Topics covered: 

  • Processes for offboarding both clients and staff,
  • Why it is important to make the experience not just painless but positive,
  • How your business will benefit from getting offboarding right,
  • Learning from people leaving,
  • The practicalities (and admin) you need to get right.

You may submit your questions using this button now and watch the speakers will have them answered later.

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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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