Sole practitioners Articles

How’s business? – Don’t fall into the easy trap when you reply

If you’re either a busy accountant and/or a regular at networking events, you probably get asked this question (How's business?") all of the time. You may also be asked by friends and family, ex-colleagues and prospective clients as well as by suppliers, associates...

First impressions count but here’s proof that they’re not enough and what to do to fix things

Some years ago I enjoyed a very long private business networking lunch. The whole group seemed to enjoy the event - perhaps because many of us had known each other for a while . One of the attendees I had not met previously was a chartered surveyor. After we’d spent a...

How to deliver advisory services for maximum success

'How to deliver advisory services for maximum success' is the sub-title of a superb new book for accountants that I read recently. I'll share the author and title later in this post. Let's just say that I wish I had written this book, as I am already recommending it...

The importance of people skills and KBS generally

Today I share with you the transcript of a recent conversation with Joanna Gaudoin. I hope you will enjoy reading her perspective on a number of issues I have previously addressed on this blog. In summary Joanna's view is that your marketing, business development...

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Bad advice for accountants that makes me cross

These days it typically takes a lot to get me cross. But one thing that really winds me up is the continuing wave of advice to accountants generally, telling them to do stuff that doesn't work for everyone and is especially inappropriate for most sole...

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Short term or long term marketing?

What's more important to you? To spend time on promotional activities that don't seem to cost anything or to get cost-effective results from promoting your services to people who you know are looking for someone like you? Many accountants, bookkeepers and tax...

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Solving your recruitment and resourcing challenges

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...

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Are you a specialist or a generalist accountant?

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...

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Debunking social media myths for accountants

I forget how long ago I added the word 'debunker' to the list of my roles/activities. It's on my business card, my marketing materials, my online profiles and on the title slide for many of my presentations. I was first asked what I mean by 'debunker' when I was...

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Ten ways accountants can network at conferences

With Accountex around the corner you might think this piece is aimed at accountants planning to attend what looks set to be the biggest and best exhibition and conference accountants have seen in the UK for many years. It is. But the ten tips are equally applicable...

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“I hope they’ll tell someone about me”

Talking with an accountant recently I learned that he regularly receives phone calls from people who have found his website or phone number. Sounds good?  Yes it does and it's not at all uncommon. Many accountants get such calls. He was complaining actually that...

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Networking for professionals

After a recent co-coaching call I realised I should have a little something of value to send to new contacts after I meet them for the first time. After a couple of milliseconds I concluded that the most valuable item I could supply would be an extract from my...

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