The term “proactive” can be found on the websites of countless accountancy firms throughout the United Kingdom and further afield. It has become the standard marketing message that attempts to reassure existing and prospective clients that, “by choosing us, you … Read More
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What is the difference between those businesses we stand by through thick and thin, and those we turn our backs on and walk away? Mike Corcoran shared some food for thought at the online launch of PF Director, 25th March … Read More
Introduction How do you and your accountancy firm attract new clients to your business? I have put together the following comprehensive list of 50 lead generation techniques for accountants in practice. Why? Well, just for a bit of fun really. … Read More
Measuring the unmeasurable Last week I was reading a discussion in a closed Facebook group for accountants in the United Kingdom. The discussion started with an accountant relaying a question that she had received from a client that day. The … Read More
Think about it from your client’s perspective. Your client is meeting with you, for the first time, to talk about something serious and meaningful to them, their finances. They are potentially nervous about the situation and don’t know what to … Read More
Client retention is the life blood of sustainable growth for an accountancy practice. Without a good retention rate, the practice is resigned to working harder and more often on its marketing activities and handover processes – leaving less time (and … Read More