Web cast - How to avoid disappointing clients

How to avoid disappointing clients, as we approach the first Tax Return deadline of 2007

Tax Faculty webcast

Date recorded: August 2006

Speaker: Mark Lee

Venue: Chartered Accountants' Hall, London

Corporate and professional developer, Mark Lee gives valuable practical and commercial advice on how you can plan ahead and avoid disappointing and losing clients as we approach the first personal Tax Return deadline of the year.

Mark mentors ambitious professionals and is also a professional speaker, independent consultant, facilitator, trainer and presenter. He delivers a range of tailored services and talks to help ambitious professionals solve specific business related problems and achieve key business goals. Mark's background includes many years as a senior tax consultant and he has been a tax partner in two large firms of Chartered Accountants. He was Chairman of the Institute of Chartered Accountants' Tax Faculty from 2003-2005.


Download the webcasts


1. Collating clients’ Tax Return information



2. Billing the Tax Return work



3. Quoting for tax compliance work

Mark Lee FCA CTA (Fellow) can be reached via his blog for Ambitious Professionals http://bookmarklee.wordpress.com or his website www.BookMarkLee.co.uk