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Home / Webinar / Find Your Firm’s Path to Profit: The Accountancy Firm's Growth Roadmap

Pricing

2020 Member: Included with 2020 Membership

Non member £0.00 + VAT

Presenters

Presenter

Billie Mcloughlin

About Billie

Presenter

Jack Choppin

About Jack
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What's Included

  • Expert Knowledge from an Industry-Leading Speaker
  • Verifiable CPD hours
  • CPD Tracking and Certificate
  • Live Webinar (if a future date is listed) with Q&A
  • The Recording of the Event
  • Supporting Materials

Please note, as this is a partner webinar, by registering for this webinar your contact details will be shared with the 20:20 innovation "partner" for marketing purposes. Click here to view our privacy policy.

PARTNER WEBINAR

This webinar has been planned and delivered in conjunction with one or more of our valued third-party partners. All such webinars are subject to our quality control procedures to ensure relevant learning objectives are set and met, alongside any product demonstration. A member of the 20:20 Innovation team will be joining the presentation, ensuring a lively and relevant dialogue.

Objectives

Are you tired of spending countless hours onboarding new clients, longing for a more streamlined and efficient process?

It can sometimes feel like onboarding clients is a thankless task.

You finally get them from prospect to client, only to wade through countless compliance procedures all before you start doing the work you charge them for.

But there is another way…

A way that will wow your clients and be profitable for you and your team.

After all, you only get one chance to make a first impression.

Join Jack Choppin, Practice Success Manager at GoProposal and Billie Mcloughlin 20:20 Practice Consultant for this interactive session that will overhaul your client engagement process and pave your way to profit.

And here’s the thing; it’s so easily implementable, it won’t stretch your capacity.

Key topics

Save your seat, and be ready to take action so that you can:

  • Remove yourself as the bottleneck.
  • Empower your team to onboard clients, saving valuable time.
  • Implement software solutions to streamline processes without adding to your team's workload.
  • Start your relationships on a high with an engagement process that’s a cut above the rest.

Who should attend

Any key decision maker within an Accountancy/Bookkeeping firm that is involved in improving processes for the wider team or anyone who is wants to educate themselves on different options around onboarding.

20:20 Innovation members should log in to the website and book this webinar as usual. If you’re not currently a 20:20 Innovation member, you can create a free account to book and access this webinar. Simply press ‘login’ at the top of the screen and then ‘create an account’. Once your account is created, you can return to this page, book the webinar and then enjoy the full 20:20 Innovation CPD dashboard experience. Should you require any assistance, please get in touch. We look forward to welcoming you into the session.

Please note, as this is a partner webinar, by registering for this webinar your contact details will be shared with the 20:20 "partner" for marketing purposes. Click here to view our privacy policy.