by Dale Crosby | Nov 14, 2016 | Blog, Business Advisory Services
Lack of leverage for advisory services is a very common challenge for managers and leaders in public practice. No matter what you do, it just seems that it’s very difficult to find the time to engage proactively with business clients. In working with many accounting...
by Dale Crosby | Nov 11, 2016 | Blog, Business Advisory Services, Communication Skills
Are you a salesperson? If you’re like most other people working in accounting firms, the answer is probably no! You feel uncomfortable with selling, even with the word ‘sales’ which implies something cheesy or even slimy. And of course, if you feel uncomfortable with...
by Dale Crosby | Nov 2, 2016 | Blog, Business Advisory Services, Communication Skills, Practice Management, Technology
A key factor contributing to the slow rate of uptake of advisory services, particularly in smaller accounting firms, has been the perception that it’s very difficult to systemise advice. As a result, partners end up doing much of this ‘high-end’ work, meaning that the...
by Dale Crosby | Oct 23, 2016 | Blog, Business Advisory Services, Business Growth, Communication Skills
Changes in the ways that accounting firms collect, transform and report data provides a real opportunity to focus on predictive analytics to drive the advisory role with clients. Predictive analytics is the use of data, statistical algorithms and machine learning...
by Dale Crosby | Oct 20, 2016 | Blog, Business Advisory Services, Client Management, Communication Skills, Skills development
Secrets of Successful Business Coaches Many accountants say that they struggle to move from the technical to advisory space in working with business clients. Often, it’s simply lack of confidence that prevents accountants from having deeper and more relevant strategic...
by Dale Crosby | Oct 14, 2016 | Blog, Business Advisory Services, Communication Skills, Skills development
Your accounting background should have prepared you perfectly for analysis, right? Analysing something is all about taking a bunch of information and making sense of it in a way that is relevant to the situation, and then crafting a story. With experience,...
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