The case for a client 'annual financial review'
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  Running Time: 11:18 Date: 01/04/2024 If you're looking to strengthen your client relationships and add value to your practice, it's worth conducting - if you're not doing so already - annual financial reviews. Dale Crosby recommends conducting the review as a separate session, independent of tax planning or compliance work. Topics: Business Processes, Customer Service |
 Dale Crosby, CPD for Accountants |