by Dale Crosby | Aug 7, 2017 | Featured Articles
As accounting and advisory firms become more integrated with multidisciplinary services, there’s been a stronger focus on internal collaboration – the sharing of knowledge and information – to improve the delivery of services to clients. For example, it makes...
by Dale Crosby | Jun 20, 2017 | Latest News
There’s no doubt that technology and outsourcing are both having a significant impact on the way that financial data is collected, processed, analysed and delivered to clients. Larger accounting firms have been quick to embrace both technology and outsourcing in the...
by Dale Crosby | May 3, 2017 | Featured Articles, Latest News, Practice Management, Technology Support
Many accountants say that they struggle to move from the technical to advisory space in working with business clients. Often, it’s simply lack of confidence that prevents us from having deeper and more relevant strategic and operational conversations with clients....
by Dale Crosby | Mar 16, 2017 | Latest News
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 our clients will not pay for additional services, even when we can see that they need...
by Dale Crosby | Feb 16, 2017 | Latest News
The development of business analytical skills is increasingly important as partners and managers of accounting firms make the transition from a compliance to advisory focus in their relationship with business clients. In its broadest sense, a business analyst is...
