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Your CRM and Business Advisory Success

Your Client Relationship Management (CRM) system in an integral part of your firm’s business advisory success. Wikipedia defines a CRM as an approach to managing a company’s interaction with current and potential future clients that tries to analyse data about clients’ history with a company and to improve business relationships with clients, specifically focusing on client retention…

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The accountant’s ten steps to better client service

Great client service is an ongoing challenge for accounting firms. I was recently asked, “what are the key things you see in successful accounting firms around the world when it comes to client service?” I have summarised below my top 10 steps to better client service from observations in Australia, New Zealand, UK and Canada;…

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