by Dale Crosby | Feb 27, 2018 | Blog
Hinge Research Institute have recently published a study of over 1,000 professional services firms worldwide, looking at what makes the high growth firms different to the others. Click here to review the report in full. Around 21% of survey respondents were from the...
by Dale Crosby | Feb 7, 2018 | Blog
As accounting firms move from a dominant focus on compliance in the work they do with clients to a focus on both compliance and advisory skills, the role of manager has never been more critical. Two types of managers are evolving in public practice, the first with the...
by Dale Crosby | Feb 6, 2018 | Blog, Practice Management
Motivating staff in times of change Steve Covey, the author of 7 Habits of Highly Effective People, suggested that “habit is the intersection of knowledge (what to do), skill (how to do) and desire (want to do). It’s a relatively simple process to give people...
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...
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