I was flattered to be asked to record the first ever webcasts for the Chartered Accountants’ Tax Faculty last week.
You can now see them by clicking where it says Tax Faculty.
Many of the points coverd in the webcasts are easily adapted to other types of professional services and advice work.
The webcasts, which are each around 5 minutes long, are intended to help accountants to avoid disappointing and losing their clients. The webcasts focus on 3 key areas: Collating clients’ tax return information, billing the tax return work and quoting for tax compliance work.
When the recording was being planned I suggested that it might be best to use a teleprompter but none was available. That’s why you can see me referring to my notes. Other than that I think the webcasts are fine and I know they contain useful and commercial soultions. All of these are covered in more detail in my talk: How to make more money from your tax clients.
I would welcome your feedback on the webcasts and suggestions for future such items.