Your CRM and Business Advisory Success

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 with current and potential future clients that tries to analyse data about...
Business Advisory Trends around the Globe

Business Advisory Trends around the Globe

By Mark Holton I was recently asked to give my impression of business advisory trends and developments from my recent and past work and travel in the United States, Canada, New Zealand and United Kingdom. Some of the key developments I have observed over time are as...
Your CRM and Business Advisory Success

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 with current and potential future clients that tries to analyse data about...
Over Management Is Costing Your Firm Thousands…

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 one-day event held at Disney’s Californian Hotel at Disneyland and included a field visit to the...
Tax planning, unlocking hidden revenues

Tax planning, unlocking hidden revenues

Every week we hear and read about the impact on traditional compliance work. We hear that traditional accounting services are drying up and with it our revenue streams. But are they really. Or is that we need to rethink our services and the value we add to clients....