Thursday 26 November
Autumn healthcheck: Prepare your clients and practice for the challenges ahead
In a year like no other, businesses and their advisers have had to cope with incidents and uncertainties they have not experienced before. Now more than ever it’s crucial that practitioners understand their clients’ needs, adjust their processes and introduce new ways to support them where they need it the most.
Do you know your clients’ needs?
Remaining by your clients’ side and being ready to step in with timely advice as circumstances change is a challenge all advisors are facing. Join our expert panel to help you build bespoke plans based on your clients’ needs with tips and guidance from those already at the coalface offering similar support to clients.
What else will you learn?
The kinds of support businesses are looking for from their accountant
Keeping tabs on clients’ viability and responding with proactive help
How to automate tasks to free up time for client advice
How to plan ahead for peak workloads like job support schemes and tax season
What systems are needed to put in place to manage these peaks
How standardisation and automation can reduce time and friction in your firm.
Host: John Stokdyk, Editor in Chief, AccountingWEB
Joris Van Der Gucht, Co-founder, Co-CEO Silverfin
Alastair Barlow, Founder, Flinder
Matt Allen ACA, Director, Synergy Chartered Accountants
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