30 September, 2021
12:30 pm - 1:30 pm BST
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.
All learning resources available in the CGMA Store qualify for CPD for CIMA members.
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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:
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 Capitalise.com 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