Clients Archive

Your CRM and Business Advisory Success

Your Client Relationship Management (CRM) system in an integral part of your firm’s business advisory success.

Wikipedia defines a CRM as an approach to managing a company’s interaction...

Is 5% revenue growth enough for your firm?

In recent years, many accounting firms are struggling to achieve significant growth in revenue. Much of this has to do with increasing efficiency and decreased value of tax compliance...

Vulnerable workers and headaches for Accountants

Before A.I. and robotics take our jobs let’s review a subject that accounting professionals need to consider in your relationship with clients to limit your exposure and theirs.

Having had...

The Truth About Price

It’s been close to 20 years since Ron Baker published his book ‘The Professional’s Guide to Value Pricing.’ In that time, there’s been a lot of discussion about what...

Why won’t clients pay for what they need?

We’re all familiar with the refrain that clients want ‘more listening, more advice, more support in reaching their financial goals.’ However, we also know that, in reality, many of...

Class SMSF Benchmark Report Finds SMSFs No Threat to Homebuyers

As the federal government looks for solutions to help first home buyers, the latest Class SMSF Benchmark Report has found that SMSFs are unlikely to be contributing significantly to...

Defence Industry SMEs Grant Available

Recently the Australian government announced a program of support for small/medium enterprises which provide services to the Australian Defence Industries.

There are two key areas of focus relative to SMEs...

“Fee Slippage” Is a Hurdle to Overcome When Negotiating to the “Next Level”

Whilst there is some debate as to the degree that individual accountancy businesses will be affected by changes in the marketplace relating to taxation returns, financial advice and superannuation...

Report as though you are the client

As I’m sure you’re aware, big data and data analytics has the potential to transform the profession in analysing financial results and providing new insights to clients regarding the...

Over Management Is Costing Your Firm Thousands…

A few years ago, I travelled over to the United States and was very fortunate to attend the Disney Leadership Excellence training in Anaheim, California. The course was a...

Can you systemise the advice you give to your clients?

A key factor attributed to the slow rate of uptake of advisory services, particularly in smaller accounting firms, as been the perception that it’s very difficult to systemise advice....

High Tech with a Soft Touch – Client and Team Engagement

The so-called ‘digital disruption’ is leading to significant changes in the way that the leaders of accounting firms manage their work, their people and their clients.  Cloud accounting, bank...

Transforming the Future of Tax and Accounting

Recently I outlined what I believe the lucrative competitive advantage is for professional accounting firms. This move to a more automated and smarter accounting future is also evident in...

Walk A Mile In Your Clients Shoes

I’ve worked with hundreds of accounting firms over the past 15 years and I’ve heard thousands of complaints about “unco-operative” clients.

How many times have we all heard “this client...

Blogging for Beginners

New, Internet-enabled technologies are challenging the way businesses buy professional services. While the personal referral will always be important, new forces are eating away at its dominance. Many firms...

Issue 10: OK, Just Give Me a Checklist of Manners and Courtesy

Introduction

I have been writing on the above topic and hit the accountants’ response of lack of time.  So I was asked to summarise what I propose in some form...

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