No More Nightmare Clients: Mastering Client Management That Pays

Name: No More Nightmare Clients: Mastering Client Management That Pays - cpd.myciba.org
SKU: PTM022
Price: 230.00 ZAR
Availability: InStock

To help accounting practitioners build a smarter, more profitable practice by managing client relationships proactively—knowing when to say no, how to set boundaries, and how to turn good clients into great ones.

Date:

11 June, 2025

Time:

14:00

Hours:

1 hour

CPD Units:

Category:

Practice Management

Group:

Channel 1: Compliance

Format:

Webinar

No More Nightmare Clients: Mastering Client Management That Pays

R230,00 VAT incl.

Product Information

Not all clients are good clients—and the difference shows in your stress levels, time sheets, and bank balance. This session cuts through the fluff and gives accounting practitioners the tools to run a more sustainable, profitable, and respected practice. You’ll learn how to manage difficult clients, protect your time, and build a practice that works for you—not the other way around. Whether you’re solo or growing a team, this is about control, clarity, and getting paid what you’re worth.

Presenter/s

What will set you apart

By attending this webinar you will gain the following competencies:

How to spot red-flag clients before they cost you time and money
How to set (and enforce) boundaries without losing good business
Tools for managing scope creep, late payments, and unrealistic expectations
How to retain high-value clients and fire the ones who drain you
How to turn client management into a billable advisory service

Event breakdown

Red Flags and Risky Clients
– Identifying toxic traits early
– When to say no—and how to do it without burning bridges
– Onboarding tips that set the tone for healthy relationships
Setting Boundaries That Stick
– Scope creep: how it starts, how to stop it
– Communication frameworks that build respect and trust
– Handling urgent client demands (without sacrificing your evenings)
Managing Performance and Expectations
– The art of setting clear deliverables, timelines, and responsibilities
– Dealing with slow responders, late payers, and control freaks
– How to turn complaints into loyalty (and fees)
Protecting Your Practice and Your Peace
– Terms of engagement that actually work
– Templates for managing disputes or disengagement
– How to ethically ‘fire’ a client without fallout
Leveraging Client Relationships for Growth
– Turning client interactions into advisory opportunities
– How to upsell without sounding like a salesperson
– Becoming a “must-keep” advisor, not a replaceable bookkeeper

Certificate

The following event is awarded 3 CPD units in Practice Management.