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 |2021-01-08T18:30:43+00:00October 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

What are you doing about your clients’ uncertainty about the future?

By |2018-11-18T19:06:14+00:00February 13th, 2018|Future, Servicing clients|

When I talk with accountants, which I do a lot, I often sense an unspoken concern about increased ‘uncertainty’ in their world. It is clear to me that many business clients are uncertain, many private clients are uncertain and also many accountants themselves are uncertain. Business clients They are uncertain about future sales and

How was January for you this year?

By |2021-02-08T15:46:23+00:00February 6th, 2018|Accountants, Servicing clients|

This is a question I always ask accountants when I talk with them in February. "How was January for you this year?" The answers are always pretty similar. They range from "Not as bad as previously" through to the absolute defeatist "Same as always. I just accept that's the way it is."  This tends

Cloud accounting – Do you lead your clients or let them lead you?

By |2017-11-22T11:38:12+00:00November 22nd, 2017|Accountants, Business messaging and branding, Cloud accounting, Experience and expertise, Productivity, Servicing clients, Sole practitioners, Starting out|

This is the first of what I anticipate will become a series of cloud accounting related blog posts. Back in 2009 I disagreed with those commentators who were warning accountants about an urgent need to embrace cloud accounting technology. The alternative, warned these merchants of doom, was that accountants who failed to embrace the cloud

3 lessons for accountants from….. personal trainers

By |2017-07-11T10:56:09+01:00July 11th, 2017|Accountants, Business messaging and branding, Career development, Experience and expertise, Reputation, Servicing clients, Sole practitioners|

I recently heard John Hardy the Founder of FASTER Health and Fitness introduce his business.  He mentioned he throught there were similarities with accountants. I have taken what he said and adapted it to provide some lessons for accountants from the business side of personal training and fitness. 1  Personality John has noted that a

How do you allow clients to communicate with you?

By |2017-06-20T09:47:51+01:00June 20th, 2017|Accountants, Business messaging and branding, Facebook, Linkedin, Servicing clients, Social Media, Twitter|

In the days before email there were only 3 ways that clients could communicate with their accountants. In person, by phone and by letter. Now the list of options is much longer. Do you encourage, tolerate or refuse to accept communications by less conventional methods? How does this impact your client base? Email is perhaps

Why do you let clients bully you?

By |2017-02-09T09:29:04+00:00February 9th, 2017|Accountants, Servicing clients|

Each February I hear tales of woe from accountants who have worked late into the night during the weeks leading up to the tax return filing deadline. Many are resigned to this and some even seem to enjoy the adrenaline rush. Most though resent the late hours and the pressure they feel as the deadline

Sole practitioners – what can you do when your clients are too tough on you?

By |2018-03-14T22:44:02+00:00October 19th, 2016|Accountants, Servicing clients, Sole practitioners|

Many an otherwise savvy sole practitioner tells me about similar problems with their client base. "They won't pay higher fees, they don't want additional services and they leave everything to the last minute" If you have clients like this, you're not alone. Often it's a direct consequence of how desperate you were to take on

Go to Top