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Scaling up your coaching services

June 22, 2022

Coaching isn’t defined in the accounting industry as clearly as the likes of accounts preparation or cashflow forecasting.

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.

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.

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...

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.

Innovating through a crisis

August 3, 2020

They say never waste a good crisis…

The three freedoms your clients want

May 1, 2019

About 10 years ago I was having lunch with a friend (let’s call her Jane) when she asked, 'why should I come to you as a client Mark?'.  I started my usual and practised patter about quality, professionalism, great team, great service…   Jane basically then told me to shut up.  I’m sure that if we weren’t having lunch, she would have walked off to find someone else to talk to!  Instead she said...