Building profitable relationships with accountants

Chairman of the Tax Advice Network, Mark Lee, has created a unique masterclass for businesses that are keen to secure leads or work from accountants:  “Building profitable relationships with accountants – everything you need to know before you ask for referrals, try to sell to or try to sell through accountants”.

This full half day masterclass will take place in London on 20th July 2010.

This unique and authoritative masterclass is ideal for you whether you:

  • are new to targeting the accountancy profession; or you
  • have been calling and meeting with accountants for years.

What matters is not the number of meetings you have, but the amount of valuable leads and work that flows.


Venue and timings

On Tuesday 20th July we will be at the ICSA, 16 Park Crescent, by Regents Park Station – a few minutes walk from Baker Street Station and just off the Euston Road in central London. Attendees are invited to arrive for tea/coffee etc from 1:30pm for a prompt start at 1:58pm. The masterclass will finish by 5pm although attendees may stay to chat and network for a while afterwards.

Reserve your places now as space is limited

  • Early Bird tickets are £147 plus 17.5% VAT = £172.72
  • Special ‘3 places for the price of 2′ – just £294 plus 17.5% VAT = £345.45
  • Late price tickets will be £247 plus 17.5% VAT = £290.22

You can book and pay online, by phone, by email or by post. Whichever you prefer.

Online: Use the PayPal link here – you can use this facility to pay securely with your credit card or by PayPal.

Seminar Fee
Business Name
Contact Email Address

Booking Details

By phone: Just call us on 0845 003 8780 or 01635 574 160 and we will take your credit card details over the phone.  If you have any queries or want to clarify anything, please speak to Emma, our conference organiser. You can reach her on the same numbers.

By email: If your company requires an invoice and intends to make payment by direct bank transfer before the event please send your booking request by email to morag.brand@TaxAdviceNetwork.co.uk (Please ensure you identify the names of all delegates and provide a contact name and phone number)

By post: If you would prefer to send a cheque please make this payable to Tax Advice Network LLP for the full fee of to £247 plus 17.5% VAT = £290.22 (or the 3 for 2 price of £294 plus 17.55% VAT = £345.45) and send it, together with the name of your company or firm, postal address and the names, email addresses and contact numbers of each delegate, to Tax Advice Network LLP, PO Box 562, Pinner, Middx HA5 9FW. Please also advise to whom the invoice should be addressed.

Unless otherwise requested we will send a VAT invoice and confirm bookings and the seminar details by email.

What you will get

This seminar will enlighten you as to what matters to accountants, how they work, why they reject so many of the approaches they receive from third party service providers and what you can do to overcome their objections. And to give you a realistic chance of securing leads or work from accountants.

Attendees will also:

  • Learn how to approach accountants, how to secure their interest and how to gain their confidence;
  • Understand the key differences that you must understand as between different types of accountants;
  • Appreciate the differing obligations that many accountants have as regards commissions;
  • Gain powerful insights and inside knowledge that would otherwise take many months or years to learn;
  • Learn why many accountants are simply not interested in commission, in the conventional way;
  • Find out why you’re not getting valuable work referrals even if you manage to secure meetings with accountants;
  • Benefit from immediate networking opportunities with other delegates in complimentary businesses;
  • Hear the results of a survey of over 200 accountants and what they said matters to them when they are approached by people like you;
  • Avoid making the fundamental mistakes that your competitors will continue making as they haven’t learned;
  • Learn about the 7 hot buttons that accountants have said you need to push;
  • Hear about the easiest and fastest way to accelerate your strategy as regards accountants;
  • Receive the opportunity to have a feature article published on the UK’s biggest online accounting forum
  • Be invited to join an exclusive online networking club for ‘graduates’ of the seminar;
  • Return to the office more confident that you will get it right in future and be more successful in your dealings with accountants;

Satisfaction guaranteed

If you don’t agree that you’ve had value for money at the end of the session, tell us before you leave and we will make a full refund of the attendance fee.

Booking Details

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Mark Lee – in brief

Mark Lee FCA CTA (Fellow) is Chairman of the Tax Advice Network, Head of the Tax Director Network and a past Chairman of the ICAEW’s Tax Faculty.

You can contact Mark on
0845 003 8780
or by email
Mark AT BookMarkLee.co.uk

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