Evaluating your client base for MTD

A SimpleStep guide to client evaluation in advance of MTD for ITSA.

There’s no getting away from it. As MTD for ITSA approaches, you’ll need to separate your clients into several groups and have a plan for each.  

What’s more, it’s likely to take a considerable time to do this effectively.  So the sooner you can make a start the easier it is likely to be.  

Client evaluation was the second strategy we outlined in the SimpleStep Guide to MTD Readiness – and in this webinar, we’re joined by Zee Razaq ACMA CGMA, to walk you through:

• Identifying which clients fall under MTD and when 
• Which clients are going to make your life a misery and what to do about them 
• Leveraging technology to give you the numbers you need 
• Keeping your data up to date 
• The pros and cons of being a specialist in the MTD-era 

As always, we’ll be approaching the subject in an easy to understand and accessible way and will answer as many questions from the audience as we can. 

Don’t let the client evaluation phase of your journey to MTD readiness derail your journey.