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Articles, videos, podcasts and tips to help you grow your accountancy firm profitably.
How to keep part time employees in your small accountancy firm
Twitter LinkedIn How do you keep part time employees for their full capacity? When you're starting to grow your small accountancy firm, you'll go and look for part-time employees. This is partly because you can't afford a full-time employee, YET. But as you move...
How to get information from clients when asked without chasing after them
Twitter LinkedIn How do you get information from clients when asked so you don't have to personally chase them? After all, your life as a small accountancy firm owner would be so much easier if clients got their information to you, when asked, in the right format....
The ultimate 6 must-do’s to politely reject client requests
Twitter LinkedIn It’s really hard to say no to a client request, particularly when it involves an invitation for more paid work. Perhaps your schedule is full or they don’t align with your values and your firm’s objectives; maybe they are just a difficult client and...
2 fool-proof email templates for saying no to a client
Twitter LinkedIn 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...
The ultimate 8-step guide to becoming an unstoppably productive accountant
Twitter LinkedIn 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 office. Does it make you feel calm and energised or overwhelmed and stressed? If it...
How to support your team during busy season so that you can prevent them from burning out!
Twitter LinkedIn Accounting firms’ busy season involves long hours, impatient clients and seemingly insurmountable expectations that last for weeks on end. With so much stress and pressure during this time, it’s no wonder then that teams can become demotivated,...
The definitive guide to preparing your accountancy firm for busy season
Twitter LinkedIn “By failing to prepare, you are preparing to fail,” wise words from Benjamin Franklin. When it comes to accounting busy season, failing to prepare could result in dire straits. To avoid depleted resources, staff burnout, and the potential loss of...
When should you email, write, call or meet your client to successfully raise their fees?
Twitter LinkedIn There are many reasons for accountants not raising their fees when they should - namely avoidance of an awkward topic, fear of losing clients or a preference for the path of least resistance - but one of the biggest reasons for not doing so is not...
A 4 Step Process to Raising Your Accounting Fees Without Losing Clients
Twitter LinkedIn Want to know how to announce a rates increase to clients without scaring them away? Regardless of how big your practice is or whether you’re a sole practitioner working solo or you have a full team of staff behind you, it is doable and it only takes 4...