We know there could be some challenging times ahead, so it’s vital for us as accountants to proactively plan for our businesses and clients by offering solutions with empathetic conversations.
Join us for this FREE webinar featuring Sam Dean, Director of BlueprintHQ and Bruce Coombes, CEO of QuickFee. They will offer practical tips on dealing with clients who currently owe you fees and how you can make debtors become a thing of the past going forward.
Key takeaways
Learn the framework for effective conversations
How to use the debtor process as a client relationship building exercise
The power of reaching out to clients
The importance of providing solutions and peace of mind to your clients
Who is this for?
This webinar is intended for accounting and professional services Partners and owners as well as senior accountants who manage key client relationships. Key personnel such as Practice Managers and Office Managers of accounting firms will also find it valuable.
About the hosts
Sam Dean, Director of BlueprintHQ
Sam is the founder of BlueprintHQ, on a mission to help aspiring accountants quit trading hours for dollars and become central advisors. Mixing her extensive knowledge in building businesses, Sam is passionate about working with firms on how to tackle the challenges of moving a reactive traditional professional services business to a proactive and profitable advisory business, equipped for the disruption and growth.
Bruce Coombes, CEO of QuickFee
Bruce has spent his entire working life in the accounting profession, initially a partner in a firm ultimately acquired by Deloitte. Having worked in the UK, Malaysia, Hong Kong, Australia and now the US, Bruce has both seen and worked through trends that have assisted and impacted the accounting profession globally. From the introduction of electronic tax return lodgement, totally disruptive tax system changes, BPO and the impact of cloud solutions, Bruce brings an international perspective to the conversation. Bruce is a regular conference speaker and the CEO at QuickFee, the preferred payment portal and payment plan solution for professional service firms.