Online accounting software: three firms share their journeys into the cloud
The article presents case studies of accounting firms who were successful through technology using cloud computing software. Software services included payroll management, servicing remote clients, and doing bill payment, software products included Xero, QuckBooks Online, and Sage Business Cloud Accounting.
They need you, they're just not always sure what for
Accounting Today's 2018 Small Business Accounting Insights survey uncovers accountants' clients' biggest needs.
Time to enhance your client experience
Relationship building advice for accounting firms wanting to improve their client experience.
CaseWare top 100 practices survey 2015
Results from a CaseWare survey of accountants at the UK's top 100 practices, which looks at how often accountants meet their clients to discuss business and strategic matters. Requires free registration to download.
A selection of articles and links on CRM systems are available from our Customer Relationship Management (CRM) page.
Articles and books in the Library collection
Selected articles and books
Financial Accountant, Sep/Oct 2014
The author outlines tried and tested ideas for attracting new clients to a practice. Identifying a practice's ideal clients is the foundation of successful lead generation; a mixture of traditional and new lead generation methods yields the best results.
Wallet share: grow your practice without adding clients
Introduces the 3x3x3 client service model to help practices strengthen relationships with their clients.
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