WebinarTax & Accounting

A Day in the Life of An Accountant: Putting the Client First in Every Interaction

Wed, Jun 26, 2024 11:00 AM - 11:45 AM AEST
Online

Join Wolters Kluwer host Viraj Joshi as he interviews some of the country's leading directors and partners of accounting firms across Australia & New Zealand. Gain insights from your industry peers on latest trends, strategies and solutions for accounting firm business owners and leaders.

In this session, Viraj Joshi will sit down with Rajesh Chawla, Director at RCB Advisors, to discuss the importance of putting the client first in every interaction. In this session they will unpack the importance of balancing the conflicting priorities accounting firms face, with the need to put the client first to retain and grow your firm.

Topic to be discussed include:

  1. The strategies needed to manage your time more efficiently to ensure you are prioritising clients at all times
  2. How to determine what are the key things that bring value to clients
  3. Balancing admin work with client tasks - how to do this in a way that reduces your time in office
  4. What technologies can help to support accounting firms in their admin tasks
  5. Open Q&A

Rajesh will also touch on his experience using CCH iFirm, as well as additional technologies that are helping him reduce admin work and increase the amount of time he can focus on his clients.

Tune in to this session to learn more about what it means to put your clients first in every interaction, and why with the right tools this can be done easily.

Webinar
A Day in the Life of An Accountant: Putting the Client First in Every Interaction
Online
Wed, Jun 26, 2024 11:00 AM - 11:45 AM AEST
Complimentary
Register Now
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