The case for a client 'annual financial review'

Listen to a Preview

Update Required To play the media you will need to either update your browser to a recent version or update your Flash plugin.

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.

Dale Crosby, CPD for Accountants