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 really ‘selling’ as an Accountant?

By |2018-09-16T16:44:37+01:00September 18th, 2018|Accountants, Business messaging and branding, Experience and expertise, Marketing and promotion, Networking, Sole practitioners, STANDING OUT, Starting out|

What are you selling as an accountant? This is a simple enough question, and knowing the right answer could make a profound difference to the success of your practice. Let’s start with what you’re NOT selling. As I explained in a recent blog post, You’re not selling your time. And you’re not

What’s the best way for an accountant to win new clients?

By |2019-01-15T09:16:02+00:00September 11th, 2018|Accountants, Business messaging and branding, Experience and expertise, Marketing and promotion, Social Media, Sole practitioners, STANDING OUT, Strategy|

Many of the accountants I speak with ask me the same question. How can they best attract new clients? I will rarely offer advice however until I have found out enough about the accountant, their firm, their services, their likes and dislikes and what they have tried previously. The simple reason is

Are you a specialist or a generalist accountant?

By |2021-03-22T11:56:46+00:00July 24th, 2018|Accountants, Business messaging and branding, Career development, Marketing and promotion, Sole practitioners|

Most general practitioner accountants I talk with (and I talk with a lot of them) are, obviously, generalists rather than specialists. They started out as general practitioners and stay that way as their client base has always been quite disparate. Many of those who specialise do so only because they originally trained

Key ways to improve profitability

By |2018-05-22T23:05:41+01:00April 17th, 2018|Accountants, Inner Circle, Pricing, Productivity, Sole practitioners|

At last week's meeting of The Inner Circle for Accountants our headline discussion topic was: "Improving the profitability of your practice" I offered an early observation that “If you don’t have profitable clients, you don’t have a profitable practice”. What I mean by this is that if your clients do not generate a profit for you,

Debunked: The one thing you must do….

By |2017-12-12T10:31:22+00:00December 12th, 2017|Accountants, Business messaging and branding, Marketing and promotion, Sole practitioners|

A popular approach to getting your attention (and often your money) is to instruct you that there is 'one thing' you must do. What do they say? Many journalists, consultants and sales people assert that there is just 'one thing' you must do to remain in practice, to generate new clients, to increase your fees or

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

WHO do you need to stand out from?

By |2017-09-05T09:30:57+01:00September 5th, 2017|Accountants, Business messaging and branding, Experience and expertise, Social Media, Sole practitioners, STANDING OUT, Starting out|

One of my talks for accountants, and much of the advice I share generally, concerns WHY it's important to STAND OUT from your competitors - and HOW easy this is to do when you put your mind to it. A related question I've never really addressed in detail is WHO do you need to STAND

“What tools do you recommend to help a sole practitioner stand out?”

By |2017-08-01T09:18:19+01:00August 1st, 2017|Accountants, Facebook, Linkedin, Reputation, Sole practitioners, STANDING OUT, Twitter|

This was another question I was asked during a recent interview. This post is drawn from the notes I made before giving my answer on air. Many accountants and bookkeepers reference their best source of new business as being referrals and recommendations. So let's deal with this first. Tools I would recommend here include: Linkedin

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 much personality should sole practitioners put into their practice?

By |2018-10-09T18:31:48+01:00July 25th, 2016|Accountants, Appearance, Conversational impact, Dependability and trust, Linkedin, Sole practitioners, STANDING OUT, Twitter|

I was asked two related questions during a recent interview. This post is drawn from the notes I made before giving my answers on air. 1. With so many businesses competing with each other online, has it become more important to put more personality into your practice? The smaller your practice the more important

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