Client Experience Masterclass: 2 Part Series
About this Series
We believe that accountants don't earn enough and never is it more on show than tax planning season.

Great strategies save clients thousands, de-risk their lives and help them manage cash flow yet so much of this advice is given away for free in avoidable "quick tax chats".

This Tax Planning Season you can find new ways to impress your clients, automate your tax plan reports and standardise your advice to help more clients, all while de-risking your practice.

Join Dave & Tim for a four-part series to:
— Setup your 2023 Action Plan
— Market your service effectively
— Deliver elegant advice reports (and handle tricky conversations)
— Stay up to date with advance tax planning strategies
This Series Has 1 Section
  • Client Experience Masterclass: Part 1 - How to delight clients from the first engagement
    Tuesday, June 13, 2023 · 1:00 PM AEST
Bring your lunch and your team!