When first going into business, many firms will take on any and all clients that come their way to ensure they can pay the bills. However, as the firm starts to establish itself, it should consider if its existing clients are the best ones for the business and what to do if they are not.
Watch this on-demand session with Rebecca Mihalic—2021 Thought leader of the year—as she shares the key steps and best practices to ensure you only work with your ideal clients.
Throughout this session, we will cover how to:
- Identify the clients to nurture and grow
- Identify clients to exit from your firm
- Create financial capacity to let the wrong clients go
- Have a respectful disengagement process
- How technology can help manage your new and existing engagements, and increase cash flow
Speaker
Rebecca Mihalic
Head of Accounting (APAC) at Ignition and Director | businessDEPOT
Rebecca Mihalic is a Fellow of the Chartered Accountants Australian and New Zealand and an Australian Registered Tax Agent. She has been working in public practice since 2003. Rebecca was a co-founder of Aptus Accounting & Advisory which was named the 2018 Innovator of the Year at the Australian Accounting Awards and is now a director of businessDEPOT, the 2022 Multiservice Firm of the Year. Rebecca has earned a reputation for her leadership, passion and commitment to the accounting industry and recently won 'Thought Leader of the Year' in the prestigious 2021 Australian Accounting Awards
Host
Ethan Cooney
Sales & Partnerships Manager, APAC & EMEA | Ignition
Winner of 2021 Accountants Daily 30 under 30 'Tech Innovator' award, Ethan manages strategic partnerships for Practice Ignition throughout Asia-Pacific.
He brings 8+ years of experience working within the Xero ecosystem to help accounting firms implement technology to run more efficiently, be more profitable and deliver a premium client experience.
I'm passionate about people, and a total advocate for technology. I love helping businesses create efficiencies and work more productively. On the weekends, you'll find me catching a wave, climbing a mountain or enjoying a cold drip coffee at my local cafe.
AU
