Posts by Heather Townsend
How to announce a fee increase to clients without losing them (the 10 Dos!)
How to announce a fee increase to clients without losing them (the 10 Dos!) Are you holding back when raising your prices because you’re afraid of losing clients? While it’s natural to be worried that a price increase may cost you clients, that doesn’t have to be the case. How you handle the communication is…
Read MoreA 5-step guide to saying no to clients (without making them angry!)
A 5-step guide to saying no to clients (without making them angry!) While saying “yes” to everything your clients ask of you may seem like a good business move, it can actually be far more detrimental to you and your firm’s level of service. The more clients hear “yes,” the more they tend to demand…
Read More2 fool-proof email templates for saying no to a client
2 fool-proof email templates for saying no to a client 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, one that will maintain the professional relationship between your accounting…
Read MoreHow to help your team members create a new routine when working from home
How to help your team members create a new routine when working from home In light of the current global focus on remote working, this is looking like it’s going to be the ‘new normal,’ at least for the foreseeable future. This means that you as the practice owner will need to help your team…
Read MoreYour ultimate 7 step guide to onboarding new clients to your accounting firm (+ downloadable checklists!)
Your ultimate 7 step guide to onboarding new clients to your accounting firm (+ downloadable checklists!) What happens when you are onboarding new clients to your accounting firm? Get your new client onboarding right and you create a loyal client who buys more from you and regularly refers your firm for life. Get it wrong,…
Read MoreHow to write a letter to clients announcing a price increase (in 6 steps)
How to write a letter to clients announcing a price increase (in 6 steps) You can’t keep doing more for less so you’ve decided to raise your prices. Not only that, but you have figured out why and when you’ll raise your prices as well as what they will be, now all that is left…
Read MoreYour price increase letter to clients: 8 essentials that you need to include
Your price increase letter to clients: 8 essentials that you need to include Once you’ve decided to implement a fee increase at your firm and you’ve worked out how you are going to structure your new rates, now all that is left to do is break the news to your clients. This will be one…
Read MoreHow to make the right recruitment decisions and save a lot of heartache later
How to make the right recruitment decisions and save a lot of heartache later In this post, we discuss some key ideas to help you ensure you make the right recruitment decisions and save a lot of heartache later. It is a fragment of our full webinar Performance Management 101: Learn how to get team…
Read MoreWhy relying on referrals is NOT the best way to grow your small accountancy practice
When it comes to growing your accountancy firm many firms rely on referrals as their main route to market. This is a dangerous strategy and can lead to problems. This article explains why.
Read More11 mindset shifts you need to make or risk sabotaging the growth of your small accountancy firm
11 mindset shifts you need to make or risk sabotaging the growth of your small accountancy firm There are many books out there on growing a business, indeed many which will help you grow your accounting firm. I found many designed for small business owners to excel at leadership and management, but what I haven’t…
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