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Articles, videos, podcasts and tips to help you grow your accountancy firm profitably.
Two things to check before you panic with your business development
Twitter LinkedIn I was preparing for a call with a long standing client of mine. His agenda before the call indicated that he was very concerned about his billing in quarter 2 due to the summer months and impact of Brexit. So I geared up for my usual pep talk about...
Pros and cons of hiring part time employees for your small accountancy firm
Twitter LinkedIn What are the pros and cons of hiring part time employees for your accountancy firm? As you get started in your accountancy firm, you will face the decision to hire a part-time employee versus getting a full-time staff. But is it really advisable? What...
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...