Case Studies: Challenges, Practical Solutions & Lasting Impact.

This session will explore real-world challenges we’ve tackled in 2024, sharing the solutions that helped our clients overcome obstacles and set themselves up for success.

Case studies include:

• How we helped a professional services firm resolve issues with engagement letters, manage retainer creep, and improve regulatory compliance—unlocking potential revenue increases of £10K–£150K p.a. per fee earner.

• Supporting an accountant under regulatory investigation, to reduce sanctions, resolve the insurance position, including a successful claim for investigatory costs, and build compliance for a fresh start.

• How our Risk Insight Report helped a small business owner create a bespoke risk management plan, address key risks and profit leaks in his business, and lay a solid foundation for the future.
  
  

Don’t miss this chance to reflect, learn, and prepare for the challenges ahead. Looking forward to seeing you there!