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Communication

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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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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.

The Sudden Shift to Education Marketing

September 1, 2020

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.

Proposals are not ‘Sales Engines’

June 2, 2020

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:

Gaining Conceptual Agreement

May 1, 2020

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

Are you helping your clients look back to...

February 4, 2020

It’s 2020!  Time to reflect on the highs and lows of 2019, establish our new focus, and stretch areas to set meaningful goals, right?!  Don't let this time of year go up in a cloud of  great intentions.  

Essential sales techniques - The SPIN Cycle

January 28, 2020

Today’s accountant must know how to sell.  Selling is really a value conversation.  If your clients understand the value of your services, they'll quickly realise they want to work closely with you.  It comes down to asking better questions... questions that ultimately help your client see the way forward as buying a service from you. 

The Achiever Matrix

December 2, 2019

The Achiever Matrix, created by Stephen Covey, is made up of four quadrants and helps you prioritise tasks based on their importance; allowing you to manage your time better and achieve more.