As a mortgage aggregator who specialises in building in-house mortgage broker divisions for Accounting firms and also generates quality referral partnerships, I am often asked how we manage to attract so many and then get traction on those we link with our partners....
Featured Articles
Special articles relevant to current issues and challenges for accounting firms
Build Value with Chief Financial Officer Services
by Peter Towers | Nov 5, 2015 | Featured Articles, Financial Services
SITUATION AVAILABLE Many businesses have a “situation available” for a wider range of services – but not many accountants are applying. WHAT SERVICES DO SMEs WANT? Surveys undertaken by MYOB, CCH, Smithink and other organisations have all identified that SMEs are...
Issue 10: OK, Just Give Me a Checklist of Manners and Courtesy
by Thea Foster | Oct 22, 2015 | Featured Articles, Practice Management
Introduction I have been writing on the above topic and hit the accountants’ response of lack of time. So I was asked to summarise what I propose in some form of checklist. Great accountants’ tool, checklists. A Stocktake on Manners Apart from self-observation, it...
SMSF and Property
by For Accountants | Oct 22, 2015 | Featured Articles, Financial Services
Getting real on property investment Recently I wrote an article entitled “Batten Down the Hatches” about how to prepare your fund for the repercussions of any likely Government moves against SMSF. Mentioned as a possible target was highly geared real property...
How big data is affecting accounting
by For Accountants | Oct 22, 2015 | Featured Articles, Technology Support
Big data has been around for decades now but is becoming more popular as businesses and organizations find out newer and better ways of using big data analytics to improve their business functions. The huge amount of unstructured, semi-structured, and structured...
How to overcome client resistance to your fees
by Dale Crosby | Oct 19, 2015 | Featured Articles, Practice Management
How to overcome client resistance to your fees Fee resistance from clients is a common issue for accountants in public practice. Often, principals, partners and managers find themselves discounting the true value of services provided simply to get clients across the...
Do your clients rate you highly?
by Peter Towers | Oct 19, 2015 | Featured Articles, Practice Management
Many businesses are self-analysing their services to their customers, to get a better understanding of what their customers think about them. In many businesses, the aim is to achieve a 10/10 rating from their customers. I wonder how many accountants have undertaken...