Taking on New Clients in Your Practice

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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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Accounting Weekly

Please note reading Accounting Weekly articles count towards non-verifiable CPD.


Support

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Course Content

Zoom Registration


Welcome


Slides


Webinar


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Course Content

Zoom Registration
Welcome
Slides
Webinar
Final Quiz – Taking on New Clients in Your Practice – 3 March 2025