Are you onboarding new clients, so they say “OMG”?

Are you onboarding new clients, so they say “OMG”?

Reading Time: 3 minutes | Have you ever thought “OMG, that’s incredible” as you’ve purchased something, or signed up for a new service? Not “what a good product”, but “Wow, I feel really special”? The chances are that you remember it, speak about...
Are you onboard with your onboarding process?

Are you onboard with your onboarding process?

Reading Time: 3 minutes | You have a great firm, it’s growing as you’ve mastered your sales process and you get good referrals. However, could you improve your onboarding process? Does the way you welcome new clients mean they immediately think about passing you more leads, or is it a chore...
When I banned emails and letters.

When I banned emails and letters.

Reading Time: 2 minutes | Yes, you did read that title! This is what happened when three Accounting firms banned chase up emails and chase up letters for managing clients. Let’s be honest, wouldn’t you like to know what happened?   Managing Clients Many businesses need to chase...
Professionalpractice – a client service game of PokemonGo?

Professionalpractice – a client service game of PokemonGo?

Reading Time: 2 minutes | Have you heard about Pokemon Go recently? If so, did it make you wonder what can your small firm learn from this phenomenon? This article has ideas on how you can improve your firm, based on the Pokemon Go phenomenon. What is Pokemon Go? Pictures of children walking...
Why do people think accountants are boring?

Why do people think accountants are boring?

Reading Time: 2 minutes | Have you ever felt self-conscious when you tell people that you’re an accountant? Go to a networking meeting, or chat to a group of business owners and people often refer to the “stereotypical” accountant. Why are accountants thought to be boring?...
Before you can afford your next member of staff

Before you can afford your next member of staff

Reading Time: 2 minutes | Growing your professional services firm can be hard work, but one of the worst times is when you’re getting busy. Busy enough to cope, but not busy enough to deal with little extras and certainly not busy enough to take on another member of staff. It’s a common story!...