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The importance of engagements in guarding against scope creep

The importance of engagements in guarding against scope creep

by Ethan Cooney | Jul 28, 2021 | Business Services, Client Management, Featured Articles, Financial Services

Are you currently undertaking additional grant work? Are your scope and engagements up to date to mitigate your practice’s risk of scope creep? Written by Rebecca Mihalic Properly managing your scope and engagements through crisis can mitigate your risk. As NSW enters...
Your guide to eliminating debtors this EOFY

Your guide to eliminating debtors this EOFY

by Ethan Cooney | Jun 14, 2021 | Business Services, Client Management, Featured Articles, Financial Services

Average debtor days for Australian accounting firms sits at 77. Learn how to eliminate your debtors and pay no transaction fees on client payments this EOFY. Research has shown that the average debtor days for Australian accounting firms is 53. In addition, average...
Are you engaging your clients in a compliant way?

Are you engaging your clients in a compliant way?

by Ethan Cooney | May 31, 2021 | Business Services, Client Management, Featured Articles, Financial Services

When was the last time you updated your engagement letter? The Tax Practitioners Board recommends engaging your clients annually, at a minimum. We know you don’t have time to formally engage your clients every year, despite the recommendation from the Tax...
Offering advisory services? Why your first engagement needs to be a scoping session

Offering advisory services? Why your first engagement needs to be a scoping session

by Ethan Cooney | Feb 9, 2021 | Business Services, Featured Articles, Financial Services, Practice Management

Before engaging your clients with new services, there are two crucial steps you can’t miss. Now more than ever, clients are looking to you as their trusted advisors to support them through challenging times. Rather than simply calling on you for compliance lodgments,...
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