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...
Client Management
All aspects of managing client relationships including systems and communication
Engaging an external auditor – What should you look for?
by Nicholas Kannan | Aug 14, 2023 | Client Management
Most businesses engage an external auditor because they have to – there is a business, industry or government regulatory requirement to confirm that financial statements are free of material misstatement, whether due to error or fraud. External auditors For some firms...
The 21st Century Client – What Do They Really Want?
by Boobalan MAdhavan | Aug 7, 2023 | Business Services, Client Management, Uncategorised
Our upcoming webinar is about “The 21st Century Client - What Do They Really Want?" facilitated by Dale Crosby, the Director of 'CPD for Accountants' an eLearning platform that specialises in professional development for accountants, administrators and advisors in...
How to Manage Your Clients’ TFN Information and Stay Compliant
by Stan Corner | Aug 7, 2023 | Client Management, Document Management, Uncategorised
As an accounting practice, you have a responsibility to manage your clients’ Tax File Numbers (TFN) properly to ensure compliance with the law. Failure to do so can result in investigations and penalties. In this article, we look at the best practices for managing...
The Ultimate Practice Manager: What’s Next?
by Dale Crosby | Jul 3, 2023 | Business Services, Client Management, Document Management, Practice Management
The accounting and financial advisory industry is undergoing rapid transformations, driven by technological advancements, changing client expectations, and evolving business models. To stay competitive and thrive in this dynamic landscape, accounting firms must...
Geddes on Changing to “Business Advisory Services Emphasis”
by Peter Towers | May 22, 2023 | Business Services, Client Management
Andrew Geddes has developed a lifetime of skills as an accountant, university lecturer, joint founder of the Financial Management Research Centre (FMRC) at the University of New England, founding Chairman of GreenCross Ltd for 10 years – a company which became a top...
Designing a structure for growth
by Ed Chan | Apr 8, 2023 | Business Services, Client Management, Practice Management
You do not build a business; you build people and then the people build the business. I know that as practice owners, you have experienced the pain that comes along with growing firm. From finding and keeping great people to building consistent processes for serving...