Webinar Series: Blueprint to running a successful Accounting Practice

From the creators of Your Future Practice Reports - Accountants Daily’s research arm Agile Market Intelligence and Access Accountants – is a joint webinar discussing the key elements of a successful accounting practice.

With industry leaders such as David Francis, General Manager of the Access Accountants Group, Michael Johnson, Director of Agile Market Intelligence, Tom Bilton, Head of Advisory Channel of Fathom, and Strat Allen, Senior Manager, Financial Services or Salesforce this is a must-see webinar series where we will share the key findings of the three-part research Your Future Practice Reports.

Discover the blueprint and best practices of profitable and high-performing accounting firms with regards to marketing and growth, advisory and analytics, and practice management.

Part 1: Understanding your customers and the growing demand for Business Advisory (30 mins)

Customer: Understand your clients and personalise their experiences with your CRM:

Do you have a defined client profile?

How can you use CRMs to create better connectivity with your clients?

How can practices personalise their customer experiences?

Offerings: Meet the growing demand for advisory services with business intelligence tools:

The growing demand for advisory services and the “unpaid advisory challenge”

How can practices create practical advisory services without reinventing the wheel?

How can business intelligence tools create opportunities to deepen the trusted advisor status of accountants?

Part 2: Practice, process, people (30 mins)

Practice clarity: Creating a foundation for decision-making with a single-source of truth:

Are you using your client and practice data to its full potential?

Do you have visibility on your practice health?

Processes: Streamline your workflows and create peace of mind with practice management:

What are the impacts of practice management? Clarity, efficiencies

People: Attract and retain talented people with exciting work powered by automation.

How can accounting practices keep staff motivated and engaged?

How can we use automation and smart data connections to free up our teams to work on more exciting projects - like advisory?