Success Strategies for Remaining Independent

10 March 2026

Webinar: 1:00 PM - 2:00 PM GMT

OBJECTIVES
Demonstrating how to compete against the notion that scale improves capability and resilience. Doubling down on personalised client services strategies. Aligning team culture to care about the community and remaining the most trusted adviser

KEY TOPICS

• Winning and keeping clients
• Understanding what your ideal clients want from their accountant
• Moving up the value chain
• Driving efficiencies and adopting new technologies to maintain compliance excellence
• Moving from your clients’ perspective of you from “compliance to reliance”
• How to tailor the personalised relationships with clients
• Attracting and keeping team members
• Working with the team
• Creating more time for fee earners to improve productivity and/or move up the value chain

WHO SHOULD ATTEND
Progressive accountants and advisers who want to or are specialising in helping clients manage their businesses and want to deliver this type of service in a standardised and effective manner and owners of accounting firms want.

For more information visit the members only intranet here.