Practice Briefs: keeping your team up to date

Order today for £599 VAT

The Practice Briefs package is a 12 month subscription to series of CPD accredited relevant, practical and focussed learning material that will help your team keep up to date on core service issues. By providing comprehensive, yet digestible information on relevant topics your clients will be kept up to date and staff will be able to identify additional revenue opportunities.

 

Written by the expert team at TaxBriefs, the materials having the backing of over 30 years experience of providing specialist publications, materials and reference sources for professional advisers and the financial services industry. All Practice Briefs are created with a focus on quality, accuracy and flexibility.

 

Each monthly instalment comprises of three documents around the same subject:

The factsheet:  An easy to digest summary of the subject, designed to be used as a prompt. This comes complete with questions to ask clients

View  inheritance tax factsheet example here

The summary: A comprehensive summary of the full chapter, designed to be used as a recap of the topic

View inheritance tax summary example here

The full chapter: Written by Taxbriefs. This comes complete with a selection of test questions to ensure a thorough grasp of the topic, as well as suggested references for further information

View inheritance tax full chapter example here

Find out more about the topics covered by the series in our content calendar

How will it help your firm?

• New Business: Are your staff able to spot and create cross sell and up sell opportunities with clients? The documents include prompt questions for accountancy staff to open up new business business. 
• Staff Development: The package is CPD certified, which means it is excellent value for educating multiple members of staff.. The accreditation affirms the quality of the content and proves the commercial value of the Practice Briefs documents.
• Client confidence: Are your clients confident that everyone they speak to in your firm has up to date knowledge across different service areas? Might these clients go elsewhere to find it?
• Professional Indemnity: Are you happy that colleagues have accurate information about recent legislative changes when speaking to clients?
• Duty of Care: The Practice Briefs package will help maintain your duty of care to clients by ensuring they are kept up to date with all relevant legislation

Who is it for?

The different content formats means that this package can be applicable to all staff that have direct client contact; including partners, directors and managers.  The most value will be found in second tier managers with client facing responsibilities, giving them the knowledge, vocabulary and insight into topics that are important to their clients.

(RRP £599 VAT)

Visit our order page or call 0117 314 9301 to find out more