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...
Client Management
All aspects of managing client relationships including systems and communication
Providing clients with good service
by Ed Chan | Mar 13, 2023 | Business Services, Client Management, Uncategorised
"You don't want a really high-cost person doing very low-level work and charging that to the client. You shouldn't pass on your own efficiencies to the client. You should be delivering. You should be managing your business very efficiently so that the client gets the...
Join the accountants embracing technology
by Stan Corner | Mar 9, 2023 | Client Management, Technology
Small to medium-sized accounting firms have been quick to understand and embrace the value of automation through accounting apps over the last year. According to the Practice Protect 2022 Accounting Cloud Apps Report automation is growing fast as accountants...
Why accountants should pay attention to ChatGPT
by Rob Pillans | Dec 21, 2022 | Accounting Software, Business Services, Client Management, Technology
ChatGPT is an indicator of the massive impact artificial intelligence is going to have a on how knowledge workers and others work. In this article I explain what it is and why I believe we all need to pay attention. It’s a bit longer than usual but please go the...
Today’s Accountants: Why we should never forget the Past
by Peter Towers | Dec 21, 2022 | Business Services, Client Management
I had a conversation a couple of weeks ago on my webinar with my long-time pal, Andrew Geddes. You may know of Andrew. He’s regarded as the Australian accounting industry guru and was the former chair of Green Cross Ltd, when it was a public company. Our discussion...
Audit Training – Why It’s Important & What to Consider
by Danielle Nye | Dec 5, 2022 | Client Management, Financial Services, Practice Management
Upskilling your people enhances the overall quality of the services performed by the audit profession, reduces risk of non-compliance with regulatory and legislative requirements, and more importantly, creates ongoing succession plans within not only your audit...
How to find a Virtual CFO Client
by Dale Crosby | Nov 21, 2022 | Business Services, Client Management
Clients probably won't come knocking at the start. They won’t form a line outside your door, snaking around the corner. You’ll need to find them. As I said earlier, don’t expect your 1000+ network to send out messages endorsing you “Barry, or Bronwyn is awesome. You...