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Articles, videos, podcasts and tips to help you grow your accountancy firm profitably.
3 Ways to Train Your Accountancy Firm Clients to Expect Regular Fee Increases
Twitter LinkedIn Negotiating a fee increase is never easy; this is why it is essential to get your new clients in at the right rate from the very beginning. Your first interactions with a new client set the stage for how the relationship means to go on, at least in...
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New client onboarding for accountants: 3 little-known ways the process helps grow your firm
Twitter LinkedIn Are you onboarding a new bookkeeping client to your accounting firm? When it comes to business development, the client onboarding process is a process that you need to be getting right. If you don’t know why, here are 3 reasons why a solid process...
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The 4 key roles needed to onboard your clients right first time
TwitterLinkedInOnboarding a new client is perhaps the most pivotal step in your relationship with them, so you want to get this right first time. To make the process clear and effortless, ultimately creating loyal and long-lasting relationships moving forward, here...
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10 signs that it is time to raise your accountancy rates
Twitter LinkedIn Have you been thinking about increasing client fees? Whether you have or not, your accountancy practice may be ready even if you aren’t. There are a lot of factors that can impact the decision of whether to raise your prices, so in this article, we...
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How to write the perfect letter to your clients to tell them about a fee increase
Twitter LinkedIn 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, so now all that is left to do is to tell your clients. This is where...
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How to announce a fee increase to clients without losing them (the 10 Dos!)
Twitter LinkedIn 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 actually what...
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Avoid these 3 mistakes made when onboarding your new accountancy firm clients
Twitter LinkedIn Most problems with clients can normally be traced back in some way to a poor onboarding process. Without a clear and refined process for strengthening the relationship with your client, eliminating any buyer’s remorse, and proving the value of your...
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Your ultimate 7 step guide to onboarding new clients to your accounting firm (+ downloadable checklists!)
Twitter LinkedIn 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, and you either set up an unhappy client from the get-go or you lose them within the first 3 months. New...
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The best 12 questions to ask an employee during their performance review
Twitter LinkedIn Performance reviews can be powerful tools when used correctly as they create a strong line of communication between manager and employee which constantly stays open. You can use this line to tweak performance issues and to reinforce positive work...
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