Missed SARS deadlines, dodgy invoices, outdated systems... these risks cost your clients more than they realise. The good news? You’re already in the perfect position to help. In this article we show you how to transform everyday oversight into a powerful (and profitable) advisory service. Turn risks into revenue: learn why clients will pay you to spot trouble before it starts! Read below + download our risk register template from our webinar!

Before accepting a new client, a structured risk assessment helps identify financial, compliance, and ethical risks. Verifying identity, checking tax compliance, and reviewing financial stability prevent future issues. Clear payment terms and an engagement letter set expectations, while ongoing monitoring ensures a low-risk, professional relationship. Careful client selection protects your practice and supports long-term success.