Your new client onboarding process: What needs to be in it?

Extraordinary client service

Your new client onboarding process: What needs to be in it? I’ve lost count of the amount of times I’ve heard a small firm accountancy owner talk about struggling to onboard clients effectively and efficiently. This isn’t a “nice problem to have”… Unfortunately when you are growing rapidly you can easily start to over trade…

Read More

5 signs that the pricing in your firm is too low

setting prices

5 signs that the pricing in your firm is too low I was speaking with an accountant yesterday about his small practice. He was telling me that the practice is scaling well. (Or supposedly well!) They have more work than they can handle. However, the owner was struggling to make a living out of the…

Read More

10 ways of getting your ad hoc bills paid quicker

cash flow

10 ways of getting your ad hoc bills paid quicker Lack of cash is the biggest barrier we have found for firms who want to scale up to be a one million pound firm. Reducing WIP is a great way to increase your cash flow. Part of the core philosophy of The Accountants Millionaires’ Club…

Read More

Becoming an Advisory-Led firm: What does this actually mean?

Becoming an Advisory-Led firm: What does this actually mean? I’ve judged the Practice Excellence Small Firm award every year for the last three years. This year, for the first time, the entries were dominated by firms taking their first (and sometimes subsequent) step into becoming an advisory led practice. Adding advisory services into your mix…

Read More

4 tips to sell advisory services to your clients

4 tips to sell advisory services to your clients Selling advisory services to their clients is one way in which accountants can increase their average fee, and help their clients more. But many small firms are struggling with how to sell advisory services. Here are 5 steps to start unlocking the potential that advisory services…

Read More