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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.
Tony Stevenson FCA
Senior Digital Enablement Manager, FreeAgent
Carol Webb FICB ACM PM Dip, AATQB, ACIPP
Managing Director, Cashtrak
Preetesh Parmar FCCA
Accountant, Tidy Money
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