The real reasons you need to do business advice properly

By |2021-05-17T15:24:53+01:00May 18th, 2021|Accountants, Business advice, Cloud accounting, Future, Servicing clients|

If you’ve been around a while I am sure that you find the constant articles, posts and commentators telling accountants you have to move into advisory services both boring and repetitive.  I’ve been debunking the hype here for well over ten years. Many commentators have also been naively forecasting the end of compliance work.

What do you do with RASH clients who don’t want to pay for your advice?

By |2021-02-16T16:46:31+00:00February 16th, 2021|Accountants, Business advice, Mentoring, Servicing clients, Strategy|

No doubt some accountants found January 2021 was worse then previous years, some will consider it about the same and some will have found it less pressured than previously. The one thing that most accountants will agree on is that, regardless of the impact of the pandemic, some clients are beyond help. Previously

How can a mature accountant start to market himself effectively?

By |2021-02-01T15:53:22+00:00February 2nd, 2021|Accountants, Business advice, Business messaging and branding, Lead generation, Marketing and promotion|

During our first mentoring conversation a mature accountant told me how they had been struggling to replace clients who had retired, died or gone bust. The practice was well established and he had never previously needed to spend much time or effort on marketing or promotion. He had done the basics. He

Want to add advisory services to your offering? Remember these 4 Ps.

By |2020-11-20T09:33:31+00:00February 4th, 2020|Accountants, Business advice, Business messaging and branding, Future, Marketing and promotion|

Thinking of expanding your service offerings? It doesn't matter whether you want to start providing 'advisory' services, tax advice or any other services. The same rules apply. And if you fail to take these into account you will struggle to make a success of your new 'offering'. If you are going to

Which Competitive Force will most challenge you and your firm?

By |2019-06-19T12:55:27+01:00June 19th, 2019|Accountants, Business advice, Future, Marketing and promotion|

Whilst I pose this question about competitive forces in the context of accountants, you might also find the concept helpful when talking with clients. Michael Porter first published his five forces model in a 1979 article published in the Harvard Business Review. In the context of an accountancy firm looking to the future,

What has the biggest influence on your ability to retain clients? 

By |2019-04-23T09:35:58+01:00April 23rd, 2019|Accountants, Business advice, Conversational impact, Key Business skills, Servicing clients|

Accountants have a distinct advantage over most other service professionals. Your clients need your help on an ongoing basis, at least once a year and often more frequently than this. When we discuss the lifetime value of clients at meetings of The Inner Circle for Accountants we have to consider how long

Want to attract a different type of client?

By |2021-03-22T11:55:48+00:00December 18th, 2018|Accountants, Business advice, Business messaging and branding, Marketing and promotion, Websites|

When I ask accountants what they would like to be different in their practice, one theme is more common than any others. They frequently express the desire to have better quality clients, to increase their average fees and to be doing more interesting work. One sole practitioner accountant expressed this quite succinctly.

Don’t let yourself be lulled into inaction

By |2018-11-20T16:48:23+00:00November 20th, 2018|Accountants, Business advice, Cloud accounting, Conversational impact, Experience and expertise, Future, Servicing clients, Sole practitioners|

During my talks about the future for accountants I sometimes share a famous quote from Bill Gates.  Before repeating it here, let me just offer some context. There has long been a tendency to over-hype new ideas and initiatives. Some accountants jump on the bandwagon early which is great. I don’t do

They’re not ‘soft skills’ for accountants, they’re Key Business Skills

By |2021-04-13T11:01:40+01:00November 13th, 2018|Accountants, Business advice, Career development, Key Business skills, Reputation, Speaking skills|

I know that my own career success owes more to the development of non-technical skills than it does to my knowledge and application of accounting and tax law. How do we gain our technical skills? No one is born a great auditor, tax adviser or accountant. We learn by working alongside experienced

Go to Top