About
January can be a busy time for accountants, with self assessment season and many company, Year End accounts due. It’s a time when accountants definitely have the attention of their clients, and an opportunity to remind clients of the advantages of up-to-date information.

It can also be a good time to consider how to increase the range of services you can offer clients by expanding into advisory services for your clients alongside the important compliance services you offer.

In this on demand webinar, in association with Futrli by Sage, hear from inspirational practice leaders about how they’ve moved the focus of their client relationships from just compliance to more valuable, regular advisory conversations and advice.

We cover:

- How to turn the rush of self assessment season into year-round revenue
- The importance of having accurate, up-to-date financial data for compliance and advisory services
- How to introduce regular management reporting to help clients see the bigger picture
- Showing clients the benefits of forward-looking services like cashflow forecasts and growth planning
- How to convince clients of the value of advisory services
- How to make advisory services profitable for your practice

Catch up on demand today to find out more.
Presenters
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Jake Smith
Head of Branded Content, AccountingWEB
AccountingWEB’s Head of Branded Content joined the team in July 2021 to work closely with vendors and clients to help deliver engaging, original content for AccountingWEB members.
1732026087-521a6a0c24f0645f
Paul Redmond
CEO, RDA Accountants
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Laura Day-Henderson
Founder, More Than Bookkeeping
Laura Day-Henderson is the founder of ‘More Than Bookkeeping’ which provides bookkeepers and accountants with the mentoring, support and training they require to confidently and effectively provide business owners with the crucial information, insights and guidance they require to build a more profitable, sustainable and thriving business, creating additional revenue (and profit!) for both the bookkeeper/accountant and their clients.
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Deborah Whitaker
Director, Not Just Numbers
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