The power that lies in the Annual Accounts...

May 17, 2022

In my previous blog, Changing your Year End for good and for Better, I discussed the opportunities that can be created through owning the Tax Year End Process and setting deadlines that work for you.Planning is critical in all aspects of life. It enables us to savour more time, reflection, and opportunities so we can make calm, considered choices about where we want to go next. This helps us...

Achieving Better Leverage in Your Firm

April 27, 2022

We all know the secret to success is to work smarter. Yet we still get stuck in the day-to-day emails, client queries, file reviews, and activities that are highly important to others, but not necessarily to ourselves. Working smarter becomes a pipe dream as we can’t see the wood for the trees.

Changing your year end for good and for...

March 15, 2022

After working with accountants for nearly 15 years, I know the Post Tax Year-end Stress is real for many, leading to a February spent in recovery mode. That said, what we choose to do now will pave the way for a better, less stressful end to this year and a more productive start to 2023!If I polled UK accountants in January, they would say that tax year-end ruins their Christmas and New Year.

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GIFTS – the secret for success in sales

February 24, 2022

Sales is the primary driver for all businesses. Yet somehow, accountants have historically found their bread and butter without the help of a sales team.

Speaking to an accountant recently, I had a chuckle when she mentioned her service plans all included one baseline service – “Keep you sweet with the Tax Man”. For many accountants, the tax department has been their sales driver. For others,...

Championing Change

January 27, 2022

It's human nature to avoid change. Change requires action, effort, and sometimes pain.Often change can feel like a rollercoaster. We can start off nervous but excited, with a bit of uninformed optimism, perhaps even butterflies in our stomach. Then reality kicks in and we can come crashing down into the valley of despair – a common place to quit, revert and retreat to safety in familiarity.

What's your revised definition of success?

September 29, 2021

Accountants and bookkeepers have been busier than ever since the pandemic. Burnout aside, they've been fortunate to have the hugely important role of guiding their business clients through tough times. 

If there’s one positive to take from the Covid disruption, it’s the opportunity to consider what is important in life. Let’s call that our revised definition of success. For those of us in...

Staying ahead of the curve with content...

August 30, 2021
Marketing is about more than just acquiring new clients. While that’s a critical end-goal, neglecting your existing clients means you’re missing opportunities to grow your accounting or bookkeeping business in other ways. Using our knowledge of all things marketing, we’ve put together this blog to help firms of any size or stage of growth use content marketing to assist clients with the right...

What's your money story?

March 19, 2021

What you believe about money and how you relate and interact with it affects every aspect of your life and business.

A belief is simply a story that you’ve told yourself so many times that you think it’s the truth. So, for us all to live a vital, vibrant and thriving life, the story we are telling ourselves and choosing to believe about money needs to be uncovered, understood, and possibly...

Digital Marketing in 2021

February 25, 2021

Any firm (big or small ) must have a digital presence. This includes an authentic website, compelling content, useful emails, and engaging social media pages.