Remove blog 3-tips-to-increase-the-number-of-clients-for-your-accounting-practice
article thumbnail

Are your clients Ready, Interested or Doubtful about the value of your advice?

Mark Lee

One of the strangest things I hear about from accountants are how many clients they have who R eject, A void and S hun H elp. They still pay your fees but you’re not sure that you are doing your best for them. Now though increasing numbers of accountants are identifying RASH clients.

Account 94
article thumbnail

Safeguarding your practice: Rethinking client relationships as DIY tax returns become a reality

Mark Lee

Historically most clients stay with their accountant for many years. They generally move only when they feel their accountant doesn’t care enough about them, puts their fees up significantly or messes up. My advice in this blog post about safeguarding your practice largely concerns only what I might call ‘simpler’ clients.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Definitive Accounting Workflow Guide

Ryan Lazanis

In this article, you’re going to learn about what an accounting workflow is, the purpose your workflows serve in your firm with 9 key workflows that you can optimize in your accounting firms. Your organization has a variety of critical tasks that need to be completed on an ongoing basis. Client Onboarding.

Account 88
article thumbnail

Four ways to build a fighting fit practice in FY23

Xero

Since the pandemic’s arrival, many practices have had no choice but to adapt to an environment where uncertainty is the new norm. And according to Xero’s State of the industry research – exploring how COVID-19 impacted the accounting and bookkeeping world – digitalisation is a good starting point. Pulse check your team’s wellbeing .

article thumbnail

Why your future clients could be very different to your current clients – and what you need to do about it

Mark Lee

You’re not alone if you’re fed up of hearing commentators, software vendors and app developers tell you what your clients are thinking. I’m not in practice any more and I’m certainly fed up of hearing this nonsense – as what they are saying makes no sense when they talk about your current clients.

article thumbnail

The Future of Accountancy: The importance of ‘Soft Skills’ in the age of AI

Mark Lee

Accountants, bookkeepers and tax advisers study for years to qualify in their chosen profession. You build up crucial technical skills and knowledge and, over time, related practical experience – which is also important. skills than it did to my knowledge and application of accounting and tax law.

Account 52
article thumbnail

What type of service guarantees do accountants offer?

Mark Lee

If you did some work for a client but they weren’t happy because you made a big mess of it, would you insist on charging them extra to correct your mistake? I hope you wouldn’t even consider trying to charge extra to resolve a mistake of your own making. Let’s be realistic. To my mind this is the start of a service guarantee.

Account 94