Clients Archive

How Successful Accountants are Solving the Communication Challenge

How many times a week do you hear the words: ‘I didn’t get your email’? Email was once the most effective way of communicating with clients but now, they...

Being a Connected Accountant is an Essential Part of of Today’s Always on World

A term first coined by the Bay Street Group[1], the ‘Connected Accountant’ is defined as an individual who can deliver an increased level of responsiveness, client service...

Whose client is it anyway

Whose Client Is It Anyway?

How the digital world is reinventing client relationships

Digitisation is driving unprecedented change on a global scale and it is changing the rules of client engagement...

Pricing pressure top of mind for accounting firms

The recently published CommBank Accounting Market Pulse Report [June 2018], observed that negotiating price with clients was the #1 reported business challenge over the past 12 months for top...

Improve the Client Experience with Virtual Assistants

Apps are getting the AI treatment

The hot topic of 2018 is undoubtedly AI. Wherever you look there are new takes on how AI is going to impact business and...

How to stay first in the App world and in your client relationships

It’s important to remember your competitor is only one mouse click away’’

Today’s accounting firms face an uphill challenge to keep their customers loyal. With the Google effect meaning that...

10 Productivity Apps to Help Your Clients

As an accountant, you know how amazing cloud-based accounting is for improving productivity and helping clients to transform their admin process. But why stop at accounting? Once your clients...

2018 – The Year of the Progressive Digital Practice

What a start to 2018, we have the MYOB purchase of APS to digest and understand, mandatory data breaches come into effect on the 22nd of February & the...

Is ‘More High Value Business Clients’ a pipedream?

Every principal and partner of a small accounting firm wants to attract high value business clients. However, it seems that many of these clients don’t necessarily want to work...

5 Secrets Of Successful Business Coaches

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...

The future of accounting is more than digital

If you look at what the future of accounting looks like it’s more than just a digital disruption story. It’s how we as a nation of business builders will...

Recent Prosecutions – Accessorial Liability

The Fair Work Ombudsman regularly prosecutes key advisors, such as HR managers, accountants, bookkeepers and payroll personnel, for accessorial liability under Section 550 of the Fair Work Act 2009...

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...

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....

Another conference, another presentation on independence

Last week I attended the CAANZ’s National SMSF Conference in Melbourne – I always enjoy attending these events as I get to catch up with customers, meet some potential...

Are your small business clients compliant with workplace responsibilities?

It may be worthwhile checking with your small business clients to see if they are compliant with their workplace responsibilities.

In a report issued  in late August, Fair Work inspectors made...

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