Move on from just presenting tax returns. The Annual Client Meeting is a crucial opportunity to demonstrate the value you have provided to your client over the past 12 months — and set the scene for the next 12 months.
Join Dave and Tim for an Annual Client Meeting Masterclass, which will give you five ways to maximise your revenue — from one client meeting. You’ll learn how to:
Set a meeting agenda that sets expectations, manages scope and sets up services for the year ahead
Build a report that demonstrates tangible value and gives your client a clear strategy for the financial year ahead.
Ask questions that guide meaningful conversation that transform tax-focused conversations into strategic service system
Identify new service opportunities, and the potential revenue across your firm
Implement an Annual Meeting Client Service System into your firm to ensure all value is captured throughout your team
Members of CAANZ may claim this activity as CPD hours if personally satisfied it is professionally relevant and meets the CPD characteristics set out in regulation CR7 for CAANZ
CPA Australia members may record this activity in the CPD diary if the activity increased knowledge, skills or capability in relation to the members job role or career aspiration.
Members of the IPA are recommended to show their attendance at the webcast and enter it into their record of CPD activity.
Members of The Tax Institute can record this as structured CPD if it is relevant to their role.
Tim founded ChangeGPS after founding award-winning accounting firm Change Accountants & Advisors. Tim is a former Director of the Institute of Public Accountants, is currently its Queensland President, and he lives and breathes his professional passion for accounting. At ChangeGPS Tim fuels the vision for a better accounting industry using technology and best practice. Outside work Tim’s a parent, drummer and cricket-player.
David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.
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