Two truths and a lie: Introduction to deception detection
The authors present a learning activity to help accounting students identify common signs of deception that may be present in interactions during auditing or forensic accounting engagements. Students create a short, simple video as a base for the activity, then engage in a review of assigned materials, group discussion, and an individual written self-reflection.
Do you know what your firm sells?: A lack of clarity can be an enterprise killer for accountants
Redefine the range of services your firm offers, based on the market and evolving client needs.
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.
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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