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

Solving your recruitment and resourcing challenges

By |2021-01-08T18:35:28+00:00April 16th, 2019|Accountants, Future, Lead generation, 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 |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

Go to Top