13th September 2022

TIMING

COURSE CODE

SE13A2

SPEAKER

Mark Lee

OBJECTIVES

With the imminent introduction of MTD for income tax, accountants are likely to be in touch with even the simplest clients more often than in the past. This means it should be easier than ever, where appropriate, to build on the compliance relationship. This is good as there has never been more pressure to properly provide advisory services to clients. But it's not always obvious what advisory services means, where to start, how to get paid and how to win new clients for anything beyond compliance work.

WHO SHOULD ATTEND?

Sole practitioners, managers and partners responsible for growing the profitability of their practice.

TOPICS

At the end of this course you will:

• Appreciate why you will need to do things differently in the future
• Understand which of the 5 types of advisory services you can provide
• Be more confident in your ability to provide a wider range of services to your clients
• Be aware of a range of tech related facilities that will enable you to deliver valuable advice
• Know how other accountants like you have made the transition
• Know how to secure new business at a fair fee
• Be keen to provide advisory services to clients and to charge appropriately

In short, you will become a more effective and attractive accountant able and confident in providing clients with advice on business finances and so much more than recurring compliance work.

VENUE

This course will be available live online. You will be emailed the link to join two days before the course date.

DISTRICT

All

COURSE FEE

 £110+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £60.00+VAT per place).