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How to identify and grow your ideal clients list

When first going into business, many firms will take on any and all clients that come their way to ensure they can pay the bills. However, as the firm starts to establish itself, it should consider if its existing clients are the best ones for the business and what to do if they are not.

Register for this free CPD-eligible session to join Rebecca Mihalic—2021 Thought leader of the year—as she shares the key steps and best practices to ensure you only work with your ideal clients.

Request your on-demand link

About the session

Register for this free CPD eligible session to learn:
  • Identify the clients to nurture and grow
  • Identify clients to exit from your firm
  • Create financial capacity to let the wrong clients go
  • Have a respectful disengagement process
  • How technology can help manage your new and existing engagements, and increase cash flow

Expert Guest

Rebecca Mihalic, Head of Accounting at Ignition

Rebecca Mihalic is an Australian Registered Tax Agent, a member of the Chartered Accountants Australian and New Zealand, and a member of the Institute of Public Accountants. She has been working in public practice since 2003.

Rebecca was a co-founder of Aptus Accounting & Advisory which was named the 2018 Innovator of the Year at the Australian Accounting Awards. Rebecca has earned a reputation for her leadership, passion and commitment to the accounting industry and recently won 'Thought Leader of the Year' in the prestigious 2021 Australian Accounting Awards.

How to identify and grow your ideal clients list

Conditions for CPD points

  • CAANZ members may claim webinar attendance as CPD hours if personally satisfied it is professionally relevant and meets the CPD requirements set out in the CR 7 Continuing Professional Development requirements for CAANZ.
  • CPA Australia members may manually record webinar attendance in their CPD Diary if the activity increased knowledge or skills in relation to the member's job role or career aspiration.
  • IPA Members can enter their attendance to the webinar as structured CPD activity.
  • The Tax Institute members can record the webinar attendance as structured CPD if it is relevant to their role.