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.
Client management
A strong client relationship is vital to the success of any accounting practice. On this page we provide a selection of resources on client care, client management and how to build successful client relationships.
Featured article
The value of client managers
AccountingWeb, December 2017
Client managers can keep firms moving while everyone else is standing still. In self-assessment season, even a small accountancy practice could benefit from a client management specialist.
ICAEW resources
Supporting your clients
ICAEW resources on how to develop client relationships, best practices for making referrals and options for providing services to both businesses and individuals.
Online articles
The Library provides access to leading business, finance and management journals. These journals are available to logged-in ICAEW members, ACA students and other entitled users subject to suppliers' terms of use.
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.
Useful links
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
Generating leads
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
(Createspace, 2013)
Introduces the 3x3x3 client service model to help practices strengthen relationships with their clients.
Find more articles and books
To find out how you can borrow books from the Library please see our guide to book loans.
You can obtain copies of articles or extracts of books and reports through our document supply service.
Can't find what you are looking for?
If you're having trouble finding the information you need, ask the Library & Information Service. Contact us by telephone on +44 (0)20 7920 8620, by web chat or by email at library@icaew.com.
ICAEW accepts no responsibility for the content on any site to which a hypertext link from this site exists. The links are provided ‘as is’ with no warranty, express or implied, for the information provided within them. Please see the full copyright and disclaimer notice.