Your referrals are good (enough) but are you missing something?

By |2020-02-10T12:39:26+00:00February 25th, 2020|Accountants, Marketing and promotion, Referrals, Servicing clients, STANDING OUT|

Classic. Talking with a partner in a top 50 firm of accountants, I asked how they get most of their new clients. It was no surprise he answered 'referrals'.  Many accountants and lawyers, claim that they secure most of their new work through word of mouth referrals. This suggests that clients are

Future Focus: How will things have changed by the end of the (taxing) twenties?

By |2020-01-27T17:03:20+00:00January 28th, 2020|Accountants, Business advice, Career development, Cloud accounting, Future, Outsourcing, Servicing clients|

Depending upon how pedantic you are, we are at the start of a new decade (the taxing twenties?). In any event, when you consider your plans for the immediate future, it's worth considering how different things will be by 2030. Given the pace of change all around us, we can reasonably expect

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

Solving your recruitment and resourcing challenges

By |2019-04-16T10:31:13+01:00April 16th, 2019|Accountants, Future, Outsourcing, Productivity, Recruitment, Servicing clients, Sole practitioners, Strategy|

The biggest issue facing accountants in practice these days isn't the rise of robo-accountants, AI or cloud computing. The challenge that seems to hold many firms back is the same old chestnut it's always been. It's the difficulty in finding good people to join the firm. Almost every week I get approached by the

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

What are the options when you need help with client work?

By |2019-04-16T09:52:31+01:00October 2nd, 2018|Accountants, Outsourcing, Productivity, Recruitment, Servicing clients, Sole practitioners|

When you need additional help with client work in your office, do you look beyond the idea of simply recruiting a new member of staff? Many of the smaller accountants I speak with are struggling to do everything themselves. And those who have regular help, want more but are reluctant to take on