by Help Excedia | 9, Sep 2019 | Business Development, Client service, Time and headspace
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 much easier if clients got their information to you, when asked, in the...
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
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, one that will maintain the professional relationship...
by Heather Townsend | 1, Apr 2019 | Choosing your niche
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 be detrimental to the productivity of your staff and therefore...
by Heather Townsend | 4, Mar 2019 | Choosing your niche
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 is there a middle ground? While taking on every client...
by Ashley Leeds | 25, Feb 2019 | Client Personas
FollowFollow FollowFollow Pricing is both a science and a dark art. When you understand the science behind how we take a decision, pricing becomes far more of a science than a dark art. In this article, I explore the science and reasoning behind the package system of...
