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Found 24 briefings

From balancing the books to advising a business

This whitepaper by Exact Cloud business software explains how to serve a new generation of clients, who expect not just a traditional accountant who balances the books, but a business coach too.

Company: Exact Software | Published: 08 November 2016 | Business Area: Practice Management

New Webcast: Bringing efficiency, consistency and quality control to audits

In this webcast, Paul Brace, Head of Business Development - Audit and Accounts at Wolters Kluwer UK, explains how the right software can improve efficiency, bring greater consistency and reduce risk when performing audits.

Company: Wolters Kluwer | Published: 13 November 2014 | Business Area: Finance and Accounting

Rating: 5 people found this useful

Using CRM to fast-track your practice growth

More and more accountancy practices are discovering the difference that a dedicated CRM system can make to their firm’s growth potential. This video explores the use of CRM to fast track practice growth.

Company: Wolters Kluwer | Published: 19 May 2014 | Business Area: Practice Management

Rating: 2 people found this useful

Practice management: Winning new clients

Running an accounting or bookkeeping practice can be very demanding, and it can often mean juggling marketing and sales to keep the company growing. Sage's whitepaper studies how your practice can expand its potential client base by improving marketing communications and widening its web presence.

Company: Sage Group Plc | Published: 13 January 2014 | Business Area: Marketing Your Practice

Rating: 1 person found this useful

Accounting solutions case study: Myers & Co

Myers and Co works with around 150 limited companies and 300 personal clients. After relocating, the practice required a flexible solution which provided its team with easier access to client information. This case study focuses on the practice's implementation of IRIS Docs' paperless solution.

Company: IRIS | Published: 17 September 2013 | Business Area: Finance and Accounting

Rating: 3 people found this useful

Business finance was just commoditised: How advisors can bypass traditional lending channels to secure finance for clients

Accountants and financial advisors to the UK’s SMEs have generally faced a hostile lending environment. But those seeking business finance on behalf of their clients can now circumvent traditional channels by using new online platforms which deliver transparency and drive competition.

Company: Finpoint | Published: 15 February 2013 | Business Area: Raising Finance

Rating: 3 people found this useful

Accountants in practice - See why AC Mole have achieved two decades of efficiency with IRIS

As technology becomes more integral to accountancy practices, keeping up to date is even more important. AC Mole & Sons prides itself on being ahead with technology; to ensure key processes are streamlined for efficiency and profitability. This case study looks at why AC Mole & Sons chose IRIS.

Company: IRIS | Published: 02 June 2011 | Business Area: Small Business Accounting Software

Accountants in practice - Learn how Sole-practitioner David Jenkins improved productivity, processes and profits with IRIS

Too small for IRIS? See how technology from IRIS has helped sole practitioner David Jenkins to improve processes, productivity and save £25,000 in salary costs alone by using IRIS software’s integrated modules to work more efficiently.

Company: IRIS | Published: 01 June 2011 | Business Area: Small Business Accounting Software

Rating: 3 people found this useful

Accountants in practice - See why Stephenson Sheppard & Co switched to IRIS to improved business efficiency and client services

Stephenson Sheppard & Co improved their integration of accounts production, personal and business tax as well as auto mail. This case study shows how this traditional accountancy practice decided IRIS was their best choice.

Company: IRIS | Published: 01 June 2011 | Business Area: Small Business Accounting Software

Preparing a Sole Practitioners Practice for Sale

Sole practitioners are by far the largest group and also the most diverse. Sole practitioners cover everything from the accountant working from home on a small block of fees, all the way through to multi million pound practices. This paper discusses preparation for the sale of a practice to ensure... view abstract

Company: Goldsmiths Practice Services | Published: 25 May 2011 | Business Area: Practice Management

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