Maximising the Value of Your Client Relationships and Getting Paid on Time
Transform your thinking about client relationships and re-evaluate the strategic objectives of your practice. Ensure you have effective collection policies in place to ensure you are paid on time! Get the most value out of your client relationships and build a stronger and more client-focused practice.
Description
Attend and earn 1 CPD hour
FASEA CPD Categories
Estimated 1 CPD hour in Client Care and Practice
Maximising the Value of Your Client Relationships and Getting Paid on Time
- The importance of client acceptance and re-acceptance policies and procedures
- Strategic clients, the long tail and getting your client mix right
- Delivering client service and getting paid: it takes two
- Value added services and strong relationships: the ideal objective
- Implementing the right collection policies and procedures for your practice
Presented by Jeffrey Luckins, Director Audit and Assurance, William Buck
Learning Objectives:
- Transform your thinking about client relationships
- Re-evaluate the strategic objectives of your practice
- Ensure you have effective collection policies in place
Presenters
Jeffrey is a Director of Audit & Assurance at mid-tier accounting firm William Buck in Melbourne. He is a thought leader, writer and presenter at conferences, events and for continuing educational programs on a wide range of topics focused on auditing, accounting, governance and capital markets. His client base is predominantly with small to medium capitalised companies on the Australian Securities Exchange, large private companies and global businesses operating in Australia in industries such as technology, life sciences, financial services, mining and exploration, manufacturing and import/export trading. Jeffrey has been an External Examiner of Legal Firm Trusts Accounts in Victoria for over twenty years and a presenter with Legalwise Seminars for ten years. He is a member of the Victorian State Council of the Governance Institute of Australia, a Registered Company Auditor and Fellow of CPA Australia.