9 best practice management software for small accountancy firms 2021

chess pieces to symbolise the best accounting practice management software

9 best practice management software for small accountancy firms 2021 Practice management software is any software that is used to manage the ‘back-office’ of your accounting practice. This includes where you produce, collaborate and track work; where you manage your clients, and things like proposals, payments, and reporting. In an era of remote working, it’s…

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How to prepare your virtual team for the long haul

a koala sleeping in a tree to symbolise taking care of yourself to grow your small accountancy firm

How to prepare your virtual team for the long haul When the pandemic first began (early 2020) and hundreds to thousands of businesses were forced to transition from co-located teams to virtual teams, the only saving grace was that it was temporary. Well, that’s what many of us thought. At first, it was about making…

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How to handle a new client enquiry: the definitive guide

a man walking through a maze to symbolise the question how to handle client enquiries

How to handle a new client enquiry: the definitive guide There are a lot of steps involved when converting a lead to a client, and depending on how you handle these steps, you can make or break a relationship. In this article, we take a look at ‘how to handle client enquiries’ since this is…

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