Communication

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

Our industry has experienced an unexpected and rapid shift to providing online education to clients. There’s nothing like a crisis to force change and accelerate adoption.  What was consigned to the too hard basket before lockdown, has become a necessity, as accounting firms scramble to support their clients.

I've seen it written that proposals are your sales engine - this is simply not true.  The proposal is essential; but it's only one of the steps in the sales process:

I’ve often referred to the need to gain conceptual agreement with your client BEFORE proceeding with the work.  So, what is conceptual agreement?