12:00pm-1:00pm (GMT) 22nd September 2025
Beyond Repricing: Driving Efficiency and Client Trust Ahead of MTD for Income Tax
With April 2026 fast approaching, many practices have already begun the vital task of repricing their services for MTD, but repricing is just the first step. The real challenge now is embedding those changes into your day-to-day operations ensuring your firm runs efficiently, changes are communicated clearly and strengthens trust while staying profitable. In this live session, we’ll show you how to take your MTD pricing strategy further. You’ll learn how to align your workflows with your new pricing model, onboard clients smoothly and confidently and use GoProposal by Sage to streamline proposals, billing, and communications. We’ll also share proven techniques for handling client objections, reducing friction, and keeping your firm firmly in control as the MTD deadline draws closer.What you’ll learn:
- How to embed MTD-ready pricing into practice operations and workflows.
- Best practices for communicating changes and onboarding clients without confusion, including scripts and approaches for managing difficult conversations with longstanding clients.
- How to use GoProposal by Sage to automate and scale proposals, billing, and engagement letters.
- Practical steps you can take in the next 30 days to strengthen efficiency, profitability and trust.
Speaker
Jack Choppin
As a Practice Success Manager at GoProposal by Sage, Jack works alongside accounting businesses to help revolutionise the way that they price their services and engage with their clients.
He has 7 years of experience working with accountants, showing them how they can bring confidence and consistency to their sales and compliance processes.