How to spring-clean your practice processes for the new tax year

Recorded on 15th March 2022

The new tax year is the perfect time to polish your practice processes. By reviewing your pricing, client segmentation and client communication, you can make your practice more efficient for the year ahead and help your clients’ businesses to thrive.

In this webinar recording, Ruth Mutasa, Senior Account Manager at FreeAgent, and Anna Nikolovska, Director of Digital Accounting Enterprises, explore how to revitalise your practice processes. They discuss:

  • how to segment your clients to better understand their needs
  • how to set the right price for your accounting services
  • ways to improve client communication for effective tax planning
  • how to choose the right software tools for your practice
  • how to communicate change with your employees