1 July to 31 December 2023 The intricacies of the Australian Taxation Office (ATO) and other government revenue authorities’ audit activities are ever evolving. They demand constant vigilance from businesses, self-managed superannuation funds (SMSFs), individuals and...
Client Management
All aspects of managing client relationships including systems and communication
Navigating the Challenges of Solo Practice: Key Strategies for Growth and Success
by Dale Crosby | Jan 3, 2024 | Business Services, Client Management, Practice Management, Professional Development, Team Leadership, Technology
Sole practitioners in public practice are a unique breed. They are accountants, entrepreneurs, and managers all rolled into one. However, with this versatility comes significant challenges, especially when they look to grow their firms. Understanding these challenges...
How outsourcing led to a 30% boost in growth for this financial services provider
by Bronwyn Smith | Nov 27, 2023 | Client Management, Financial Services
How outsourcing led to a 30% boost in growth for this financial services provider Located in NSW, this financial services provider has been helping its clients achieve their financial goals for over a decade. The firm is continuing to grow – both organically and...
Delivering virtual CFO services offers you the Financial Storytelling Role
by Peter Towers | Nov 14, 2023 | Business Services, Client Management
There is a great opportunity for accountants/bookkeepers to clearly differentiate services to SMEs by implementing virtual CFO services, in conjunction with the 52-Week Business Enhancement System. This will give your clients an advantage in the marketplace. Business...
Review your ATO Document delivery security now
by Ron Drost | Nov 9, 2023 | Client Management, Document Management
Find out why redacting TFNs and attaching ATO Documents to emails is no longer secure enough to protect your clients. Review your ATO Document delivery security now. Why Redacting is no longer acceptable. I find most firms only take security seriously when they have...
Questions to ask before you outsource
by Bronwyn Smith | Nov 1, 2023 | Client Management, Document Management
Accountants and Financial Planners are spoilt for choice when it comes to outsourced providers. But, if you don’t know what questions to ask before you commit, the service you choose may fall well below your expectations. In this 45 minute webinar recording, you’ll...
Personalised communication is key to client satisfaction and engagement
by Stan Corner | Oct 30, 2023 | Client Management, Document Management, Practice Management, Technology
In accounting, technical knowledge and analytical skills are critical. However, communication skills are equally significant. Communication is the backbone of any successful relationship. Effective communication goes beyond merely conveying numbers; it builds trust,...