Webinars / Client engagement

Client engagement

AU

Automating client engagements: The key to efficiency

LIVE WEBINAR

FREE CPD WEBINARMaximise efficiency this End of Financial Year (EOFY) by embracing automation in your client engagement...

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US

Navigating engagement letter fallout

ON-DEMAND

58 mins 22 Mar 2024

Join Dawn Brolin, CPA, CFE, in a compelling session that reveals how a flawed engagement process nearly derailed her practice and...

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AU

Your Guide to FBT & Trust Distribution Engagements

ON-DEMAND

64 mins 13 Mar 2024

Whether you're new to FBT and Trust Distributions or looking to refine your approach, this webinar will equip you with industry-leading...

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US

Pricing strategies & how to communicate change to clients

ON-DEMAND

60 mins 28 Dec 2023

As the tax season rolls in, are you equipped with the latest strategies to accurately price your services and communicate change...

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AU

The key to perfecting your client engagements

ON-DEMAND

50 mins 09 Nov 2023

FREE CPD WEBINARWhen it comes to engaging clients, there are many steps that take time, and drain on resources. However, with the right...

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AU

Understanding job profitability: A guide for public practitioners

ON-DEMAND

43 mins 31 Oct 2023

Unsure which jobs you're making money on or which clients are truly profitable? Not sure where the productivity gaps are in your...

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US

Influencing clients to change — It can be done!

ON-DEMAND

59 mins 25 Aug 2023

As the expert, you know the steps your accounting clients need to take for them to achieve their goals. But, there is often a struggle in...

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AU

Compliant Engagements: Getting sign-off for Accountant's Letters

ON-DEMAND

40 mins 17 Aug 2023

Have you been asked to supply your clients with an "accountant's letter" to help them secure finance? Guidance from CA ANZ, CPA...

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