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Onboarding new clients: Making the first 100 days count

So you've won a new client, yay!

But what next? You see, your client has agreed to work with you because they have undergone a journey from not knowing you, to knowing you, to liking you and trusting you, but what next?

When they agreed to buy from you they had these conflicting emotions running...

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Are you still charging by the hour? Time-based billing vs. Value pricing

Uncategorized Mar 05, 2020
 

Did you know that the concept of time-based billing dates back over 100 years? 

Yes, that's right. It was the brainchild of a lawyer called Reginald Heber Smith. And he created it to get rid of the ills in his law firm. Sadly however, this practice, this out-dated practice from over 100...

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How to win new clients from social media

Uncategorized Feb 12, 2020
 

Don't want to watch the recording? You can read the full transcript below...

So today I have someone with me today that needs no introduction, the one and only Jeri Williams of LinkedIn fame, who is today going be talking about how to win new business on social media. 

So, Jeri, tell us a...

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How to get started with video and use it to raise your firm's profile

Uncategorized Feb 05, 2020
 

Don't want to watch the recording back? You can read the questions and transcript below!

How did you get started in the big wide world of accounting?

I went back to studying about 10 years ago when I had two small children. I was only on reception at the dentist 10 years ago, feeling a bit...

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Getting the best out of your team

Uncategorized Aug 28, 2019

Do you struggle to recruit good people?

Is it hard to find people that you can truly trust to deliver the level of service that you do?

Is your firm reliant on you being there to fight fires?

If so, you’re not alone. People issues are a very common challenge faced by accountants...

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Deliver 5-star service

Uncategorized Jul 30, 2019

What are the first impressions that a client gets when they walk into your reception?

Is the room full of paper and desks, and a bit chaotic?

Are they warmly welcomed by your front-of-house?

Do you struggle with attracting higher profile clients?

First impressions matter. We are no longer...

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Own the numbers

Uncategorized Jul 05, 2019

Should we, as qualified chartered accountants and CPA’s, be doing bookkeeping for clients?

Do we really want to get involved with having to sort out a client’s receipts and keeping their records updated?

To put it crudely, until recently accountants considered bookkeeping to be...

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Cash is King

Uncategorized Jun 11, 2019

Do you worry whether you’ll be able to meet your payroll or VAT obligations?

Do you have to take out funding to meet your end of year tax bills?

Do you dream about the day your debtors’ ledger and WIP turn into cash?

If so, you’re not alone. So many accountants have still not...

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Pricing, Pricing, Pricing...

Uncategorized May 20, 2019

Do you struggle to know how to price your services?  

Are you worried that your clients will leave you because the competition down the road are cheaper?  

Do you avoid the pricing conversation with the prospect and offer to ‘send them a proposal’...

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Stop being the technician...

Uncategorized May 13, 2019

Are you constantly bombarded by your clients by phone, email and WhatsApp?  

Are you the one who has to fight the fires, keep on top of deadlines and work until the eleventh hour to get the job out?  

Do you have to prepare all the proposals, figure out the...

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