New tax year: spring clean your practice processes

Recorded on 16th March 2023

From onboarding to pricing, this CPD-accredited webinar can help you improve efficiency for both you and your clients.

FreeAgent’s Tony Stevenson is joined by Carol Webb of Cashtrak and Preetesh Parmar of Tidy Money, to explore how to refresh your practice processes. They discuss:

  • how to improve your onboarding process 
  • how to audit your client base and internal systems to boost performance
  • how to set the right price for your accounting services