[Web Series] Getting ready for the year end - COVID Edition
11th Nov 2020
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The year-end is fast approaching and with the latest lockdown restrictions it promises to be a difficult year-end for accountants and bookkeepers. That's why we have pulled together a series of 4 webinars featuring industry leaders to help practitioners think through their year-end and self assessment plans to make sure they can continue to serve their clients.
Sharon Pocock and Carl Reader kick off the series on November 12 by providing a blueprint to run a virtual practice for the coming months. They'll discuss key technology considerations as well as process and workflow hacks to make sure you're office and team are as efficient as ever.
Next, on November 17, we're joined by Heather Townsend from the Accountants Millionaires Club to discuss the best practices when it comes to winning new business. Proposals play a key part of winning new business - either from new clients or current clients - and Heather will flag key traps and language to avoid when creating your proposals and how to move prospects through the sales pipeline quickly (and virtually).
On December 1, back by popular demand, Carl Reader and the ACCA's Glenn Collins discuss best practices when it comes to engagement letters. This year engagement letters will be particularly important to define client and accountant expectations. This session has been one of the most populare we've presented this year, so don't miss your final chance to join.
And last but not least we say farewell to 2020 with a fireside chat between Practice Ignitions' Emma Crawford-Falekaono, Carl Reader and David Holland to discuss how client expectations are changing, the services they need (though they might not know it yet) and how this impacts how you attack 2021.
Registration is free and all sessions will be recorded, so if you can't make one, don't worry it'll be available on demand.
November 12, 11 am – How to manage and run a virtual tax season through digitisation
November 19, 10:30 am – Best practice proposals: How to win the clients you really want
December 1, 10 am - The how, what and why of engagement letters this tax season
December 10, 11 am – Farewell 2020 - Meeting the changing needs of your clients in 2021
2020 has been a challenging year with many firms forced to make changes to their business model. To that end, we’ve designed this free 4-part webinar series to help you take charge of the change and create a blueprint for your firm, for a new way of working in 2021.