by heather townsend | 26, Aug 2019 | Account management, Client Management
2 fool-proof email templates for saying no to a client FollowFollow FollowFollow Saying “no” is daunting in itself, especially if you have to say it during a phone call or in person. With an email, however, you can take the necessary time to craft the perfect refusal,...
by Jon Baker | 21, Aug 2019 | Cash, Pricing, Profitability, Putting up your fees
The ultimate small firm accountant’s guide to raising fee levels FollowFollow FollowFollow One of the big problems growing small accountancy firms face is a lack of cash, coupled with many small clients on low fees. You know the ones, the legacy clients. The...
by heather townsend | 12, Aug 2019 | Leading yourself and your staff, Time and headspace
The ultimate 8-step guide to becoming an unstoppably productive accountant FollowFollow FollowFollow If you’re struggling to focus, you end your days only achieving half of what you wanted or you constantly wonder where the time went, stop and take a look around your...
by heather townsend | 5, Aug 2019 | Busy season, Leading yourself and your staff
How to support your team during busy season so that you can prevent them from burning out! FollowFollow FollowFollow Accounting firms’ busy season involves long hours, impatient clients and seemingly insurmountable expectations that last for weeks on end. With so much...