How to retain clients’ throughout their business lifecycle | Event | CGMA Store
How to retain clients’ throughout their business lifecycle


30 September, 2021

12:30 pm - 1:30 pm BST


How to retain clients’ throughout their business lifecycle

Location: Virtual

  • Format


  • Type


  • Duration

    One hour

How do smaller accounting firms ensure that they remain the adviser-of-choice throughout their clients’ business lifecycle?

Kirsty McGregor, Capitalise Accountant-in-Residence explains how you can offer your clients’ Capital Advisory and corporate finance services, as they are no longer just the remit of the larger practices dealing with larger companies. SMEs require these too and you are their ideal adviser.

Full description

Product information


Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:Please visit to view our Privacy Policy and learn more about the ways in which we process and secure your personal data.
Duration:One hour
Access:This is a live event. You will receive information about the location, materials, and attendance after purchasing.

Return and refund policy

Programme outline

It takes a lot of effort to win a new client and it is even more disappointing when you lose a growing one to a larger firm simply because they assume the larger firm can offer them the added-value services they will require that they think you cannot provide.

However this is not the case. Kirsty McGregor, will share the types of advice that any sized firm is capable of offering. Kirsty will also discuss how you could utilise your current skill set to support them. With real-world examples from other firms, ensure your clients have the confidence you can deliver, no matter what the size of their business.

You will learn:

  • How to expand your services by offering advice to growing businesses
  • Where to find further resources and tools to support you
  • How to promote your firm so that you can compete with the larger firms

Speaker: Kirsty McGregor is founder and Chairman of The Corporate Finance Network, a group of independent regional accountancy firms.

As an experienced SME Corporate Financier, she now shares her knowledge and practical resources with accountants who aim to assist owner-managed businesses to grow profitable businesses and ultimately to exit.

As Accountant-in-Residence at she works alongside the Capital Advisory and funding teams to deliver educational content, and build CPD-accredited training courses. Assisting accountants to become skilled in offering more Corporate Finance and added-value services is her expertise.

She is also a speaker, professional trainer, columnist for AccountingWeb and is regularly called upon to provide commentary on SME issues in the press and media.

In association with our key sponsor Capitalise

alt text