Recorded 9 Sep 2011

Being different from other accountants is one of the key drivers for success and can be achieved in a variety of ways but adding value to clients is the most attractive way of being different.

Clients are much more sophisticated than they were ten years ago. They want more from their accountant and they would like one that deals not only with Type I services but also with Type II services.

Type I services are needed but not always wanted and are therefore price sensitive. A firm offering only Type I services could struggle long term as others come into the market and offer these services at cheaper prices. Type II services are wants and clients are prepared to pay a higher fee to have their wants satisfied.

This webinar looks at using section 4 of the 2020 Master Practitioner Manual, “Adding Value to Your Clients”. Ian Fletcher will give demonstrations of tools including a Partner Meeting Aide Memoir, a Client Satisfaction Survey, an Accounts Education Checklist, a Pricing Services Checklist, a Proposal for Accountancy, Tax and Related Services and many others. 

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