Clients Archive

Audit Client Re-Engagement – Mandatory or Optional?

Managing client relationships can be as much an art as a science, especially when open and effective communication is so important to an ongoing relationship. Public Practice Accountants and...

Client Discovery Sessions to Help Win Business Advisory Work

Today, I want to talk about the client discovery programme.

Probably one of the most powerful tools you can have to winning a new client is the Client Discovery Process....

7 Ways Social Media Can Help Future Proof Communication Strategy

The increasing take-up of faster fixed and mobile data services is extending people’s choice over how, where and when they communicate with others, watch or listen to content services,...

Easter, Passover, Timeout – Get ahead of your clients’ priorities

It’s great to have a break upon us for two good reasons. The first is that you have a break from the already-accelerating year. It’s built up momentum fast....

It’s 2019, let’s boost customer service as the Japanese do

Every year my family and I go to Japan. It is our home away home or, as one family member puts it, our home away from home-home. I...

New revenue ideas for accounting firms in 2019

As the cost of doing business rises and AI and increasingly complex data systems remove much of the manual work associated with filing taxes, accountants are finding their profits...

They’re Reliable, They’re High Margin!

They’re reliable, they’re high margin, they usually pay on time and, they always need your advice.

I’m talking about your medium-sized business clients.

For many accountants, these are the 20% of...

Decoding Accounts Payable and Accounts Receivable

Decoding Accounts Payable and Accounts Receivable

This article is not for you, but for you to share!

When you are using accounting terms every day, it’s easy to forget that...

How Xeppo is reforming the way finance firms work

If you work in the finance industry, chances are you’ve heard of Xeppo.  This clever piece of software is not the new kid on the block anymore, but it...

Advisory focus should be on medium business clients

“While many talented young staff may prefer advisory over compliance, too much time is going into promoting apps to small and micro business clients. Medium and large businesses account...

The Secret Sauce To Retaining Your Clients…

Are you keeping in touch with your clients and offering more than compliance services?

Most clients change accountants because they feel their current accountant doesn’t care about their business. WHY?

Most...

Why 5,000 advisors said they’d like to help their medium business clients more

“The voice of the forgotten middle is starting to be heard” says medium business guru, Mike Rich. 5,000 advisors, mostly from bigger accounting firms, took up his recent...

5 PPSR Matters Critical for the Clients of Accounting Firms

Establishing systems to assist your clients to minimise their potential exposure to problems from not registering customers or businesses that they are dealing with on the Personal Property Securities...

4 Strategies for Effectively Managing Work in Progress

A healthy cash flow can be traced back not just to a single aspect of business management. Effectively managing work in progress is a key factor in ensuring your...

Building your Advisory Practice by creating a One Page Exit Plan© for clients

The best way to motivate business owners and sell your accounting firm’s advisory services is to keep it simple! Provide your clients with thought provoking analysis, questions and templates.

Try...

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...

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