by Mark Holton | Nov 16, 2017 | Practice Management
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...
by Mark Holton | Jun 20, 2017 | Practice Management
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...
by Mark Holton | Feb 16, 2017 | Technology Support
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...
by Mark Holton | Jan 19, 2017 | Latest News
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...
by Mark Holton | Oct 19, 2016 | Latest News
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....