by Dale Crosby | Jan 30, 2018 | Blog, Tips
How to free up more time to engage with clients Are you struggling to find time to really engage with clients? See my top 5 tips below. 1. Streamline client data collection and processing 2. Delegate responsibility for compliance relationships 3. Delegate client...
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 | Jan 9, 2018 | Blog, Business Growth, Practice Management, Skills development
The ACCA (Association of Chartered Certified Accountants) is a global body for professional accountants, with over 178,000 members in 181 countries). The ACCA recently published a report ‘Professional Accountants – The Future’ that outlined the skills and capabilities...
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