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Found 6 briefings

Finding financial advice for your clients

Referring a client to another adviser can be a daunting task and is not without risk. This guide serves to help you identify ways to alleviate the stress and strengthen and develop your existing relationship with your client base. Download your copy to learn more.

Company: The Private Office | Published: 19 October 2015 | Business Area: Financial Management

Rating: 2 people found this useful

The audit revolution: is your audit work still paper-bound?

Slowed down with paper-heavy processes? The transition to digital has had a monumental effect on business productivity – download to find out why more audit firms are letting go of paper and what it could do for your client relationships.

Company: IRIS | Published: 14 October 2015 | Business Area: Audit and Assurance

Rating: 1 person found this useful

Tax Calendar 2015

This calendar, pulled together by the experts at Tolley, provides tax practitioners with the key dates that will affect both them and their clients in 2015.

Company: Tolley | Published: 06 January 2015 | Business Area: Corporation Tax

Rating: 12 people found this useful

Managing Difficult Clients

It doesn’t matter how professional we try to be in our guise as accountants, we all have at least one client that we sometimes find difficult to deal with. This guide outlines a few methods you can deploy to salvage a client account that might be turning slightly sour.

Company: Sage Group Plc | Published: 08 July 2014 | Business Area: Practice Management

Rating: 6 people found this useful

Do You Know What Your Clients Want? Stepping Beyond

I have discussed with accountancy practices many times the question of what it is the clients want from the practice. Clearly they want their accounts to be prepared, deal with VAT, payroll etc. If, however, you step beyond that, what they actually want as a business, it becomes much more interesting... view abstract

Company: Goldsmiths Practice Services | Published: 23 May 2011 | Business Area: Marketing Your Practice

Rating: 2 people found this useful

Planning for the Future – Sole Practitioners

Sole practitioners have been around for many years, and will continue to exist for the foreseeable future. There has always been a demand from accountants to own their own business and manage their own clients. Similarly there are many clients who would rather work with a sole practitioner.

Company: Goldsmiths Practice Services | Published: 12 May 2011 | Business Area: Consulting

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