Understanding the Client’s Business

Many accountants focus only on the numbers and miss what is really happening inside a client’s business. This session helps delegates step back and see the full picture. It explains how to understand a client’s operations, income streams, costs, risks, and decision-making processes in simple and practical terms. Delegates will learn how different parts of a business connect and how poor understanding can lead to bad advice, higher risk, and unhappy clients. The session focuses on real business behaviour rather than theory, helping professionals ask better questions and make better judgments. By the end of the session, delegates will feel more confident engaging with clients, understanding their challenges, and providing advice that actually helps the business move forward.