by Heather Townsend | 1, Oct 2019 | Business Development, Marketing, Popular articles - Winning bigger and better clients, Winning new business
Popular articles – Winning bigger and better clients FollowFollow FollowFollow 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...
by Help Excedia | 9, Sep 2019 | Business Development, Client service, Time and headspace
How to get information from clients when asked without chasing after them FollowFollow FollowFollow 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...
by Heather Townsend | 2, Sep 2019 | Account management
FollowFollow FollowFollow 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...
by Heather Townsend | 26, Aug 2019 | Account management
2 fool-proof email templates for saying no to a client FollowFollow FollowFollow 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,...
by Heather Townsend | 1, Apr 2019 | Choosing your niche
5 simple steps to niching a multi-partner accountancy practice FollowFollow FollowFollow Having multiple partners in an accountancy practice can make choosing your firm’s niche seem impossible. With everyone wanting to move the firm towards a different goal, this can...
by Heather Townsend | 4, Mar 2019 | Choosing your niche
To niche or not to niche as a start-up accountancy firm? FollowFollow FollowFollow New accountancy firms are always faced with conflicting advice about niching: choose yours as soon as possible, or take on every client that comes your way to build your firm first? Or...
