Course Details

Course is only available as part of "The MTD Bootcamp".

Clear, confident communication is key to guiding your clients through Making Tax Digital. In this session, I will show you how to create a practical communications pack that educates, engages, and empowers your clients.

 

In this webinar Samantha Mitcham will cover the following topics:

 

  • Why Your Clients Need a Communications Pack
  • Key Messages to Educate and Engage
  • Templates, Tools, and Talking Points
  • Tackling Client Questions and Objections
  • Driving Action: Turning Conversations into Commitments

 

From email templates and FAQs to meeting agendas and pricing conversations, you’ll leave this webinar with the tools to start meaningful MTD discussions and drive action with your client base

 

This webinar will be of most interest to accountants, tax advisors, bookkeepers and business owners. 


Course level: Intermediate / Need to know

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CPD Course Speaker

SJCM Accountancy

Sam Mitcham

Samantha formed SJCM Accountancy in 2019 having spent over 13 years employed in practice.

As an AAT licensed accountant, she is now focusing on helping small business owners have a better understanding of their numbers, be ahead of compliance and perform at their best.

Samantha uses technology as much of that as the next ‘modern’ accountant, but also aims to bring back the personal touch to accountancy and really show her clients that she cares, not just about their finances but about them as people.