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Personal Development and Wellbeing

Personal Development and Wellbeing

Forecasting and Making the Most of Your 2020 Innovation Tools

Date: 19th April 2024

Time: 12:00pm - 1:00pm

CPD hours: 1.1 hours

Pricing

Non member: £99.00 + VAT

Presenter

Ian Fletcher

About Ian

Objectives

Most accountants have some experience in helping clients write plans, forecast results and monitor their success against goals. The objective of this webinar is to show you how to market and deliver forecasting services using the 20:20 tools available to members and to offer practical advice whenever you are delivering this service.

Key topics

  • Identifying opportunities;
  • Ensuring clients know you can help;
  • Pricing and delivery of your services;
  • Simple “What if” forecasting and cash flow tools for smaller clients;
  • Building a more sophisticated cash flow, profit and loss and balance sheet model; and
  • Presenting this to clients in a way that adds significant value

Who should attend

Progressive accountants and advisers who want to or are specialising in helping clients manage their businesses and want to deliver this type of service in a standardised and effective manner.

Book now

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