Introduction
To provide guidance on the process of taking on new clients while keeping expectations and relationships in mind, to ensure delegates are prepared for the potential opportunities and pitfalls that are associated with taking on new clients in a business environment.
Category: Practice Management
Channel 2: Growth
Information
Available from: 3 March 2025, 09:00
Format: Webinar
CPD Units: 3
What will set you apart
By attending this webinar you will gain the following competencies
- Evaluating new clients
- Meeting and onboarding of clients based on the individuals involved
- Managing the client relationship
- Legal considerations involved with the above processes
Certificate
The following event is awarded 3 CPD units in Practice Management.
Presenter
Michelle Homann
Michelle Homann has her own accounting practice and has been directly involved with onboarding and managing clients for more than 10 years.
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Please note reading Accounting Weekly articles count towards non-verifiable CPD.
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