New tax year: spring clean your practice processes

16 March 2023, 11:00am

With the new tax year just around the corner, it’s the perfect time to polish your practice processes. From onboarding to pricing, this CPD-accredited webinar can help you prepare for the year ahead and improve efficiency for both you and your clients.

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

The webinar will also include an audience Q&A session and conclude with a demonstration of how FreeAgent can support your practice. 

FreeAgent’s virtual events are CPD accredited. Attendance of this session will count for one CPD hour/one CPD point.

photo of Tony Stevenson FCA

Tony Stevenson FCA

Senior Digital Enablement Manager, FreeAgent

photo of Carol Webb FICB ACM PM Dip, AATQB, ACIPP


Managing Director, Cashtrak

photo of Preetesh Parmar FCCA

Preetesh Parmar FCCA

Accountant, Tidy Money

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