This video and the following resources were part of the 2020 campaign #LeaveNoBusinessbehind in conjunction with ACCA, Accountex, AVN, Calrity, CFN, AccountingWeb and Capitalise.
Kirsty McGregor considers why many clients may not have responded to our offers of help, why we should be more proactive in supporting clients, and why we decided this campaign needed to stress that accountants had to speak to every client individually. She then explores how to have a conversation which may be challenging.
Additional resources
- Telephone script for speaking to clients about cashflows
- Catch up with Kirsty and Paul's conversation with psychologist Emma Kenny
- Structure your conversations with clients and prioritise work with a Critical Assessment for Clients
- Helplines available for somebody who is struggling
