by Dale Crosby | Feb 28, 2018 | Blog, Business Advisory Services, Communication Skills, Skills development
The development of business analytical skills is increasingly important as partners and managers of accounting firms make the transition from a compliance to advisory focus in their relationship with business clients. In its broadest sense, a business analyst is...
by Dale Crosby | Jan 29, 2018 | Blog, Client Management, Communication Skills
When should accountants take on responsibility for client relationships? In my previous blog, I touched on the sometimes sensitive topic of leverage of resources and responsibility for workflow within accounting and advisory firms. Benchmark reports have demonstrated...
by Dale Crosby | Jan 22, 2018 | Blog, Business Advisory Services, Business Growth, Communication Skills
The disturbing matter of workflow control and accountant responsibility. Leverage of resources has never been a more important issue for accounting and financial advisory firms. The leaders of firms recognise the importance of providing clients with a stronger...
by Dale Crosby | Nov 28, 2017 | Blog, Client Management, Communication Skills
Independent marketing reports suggest time and time again that the best potential for fee growth for accounting firms lies within their existing client base. It also makes sense that clients who already have a trusted relationship with their accountant would be more...
by Dale Crosby | Oct 31, 2017 | Business Growth, Communication Skills
As managers make the transition into advisors and partners, improving their internal and external networks is probably the last thing on their mind. The main problem they face is generally time – how to find the hours to guide their team to achieve production targets...
by Dale Crosby | Oct 3, 2017 | Blog, Business Growth, Client Management, Communication Skills
In recent years, there’s been a significant increase in M&A activity with accounting and financial advisory firms. There’s a clear benefit in providing a more integrated financial service offering to clients. However, it can be a real struggle to manage the...
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