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Is That the Ticket to Better Client Service?

By Mark Holton on Nov 8, 2019

One of the pivotal issues that arose at recent firm staff interviews and staff retreats…

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Hope in Financial Planning

By David Smith on Oct 3, 2019

Over the course of the past year or so I have written and spoken many…

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Soft Skills – the Future for Successful Accountants

By Mark Holton on Sep 5, 2019

If you have been working for several years in the accounting industry or maybe just…

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Millennials Rising

By David Smith on Aug 9, 2019

In late July we conducted our popular Young Guns workshop for emerging leaders. It is…

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The Most Important 10 Seconds in Your Firm!

By David Smith on Aug 8, 2019

When I conduct client consultative groups for firm a question I ask is whether the clients have visited the visited the firm’s website and for what purpose. Sadly the answers are quite depressing.

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Your CRM and Business Advisory Success

By Mark Holton from Smithink on Jul 7, 2019

Your Client Relationship Management (CRM) system in an integral part of your firm’s business advisory…

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The accountant’s ten steps to better client service

By on Jul 5, 2019

Great client service is an ongoing challenge for accounting firms. I was recently asked, “what…

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The Value-Added Proposition

By Mark Holton from Smithink on May 10, 2019

Good profitability, strong cash flow, growing return and being client-focused go hand in hand. At…

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Time for a fireside chat?

By David Smith from Smithink on Apr 5, 2019

For as long as I have been engaged in the accounting profession, almost every firm…

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The Keys to Exceptional Client Service

By Mark Holton from Smithink on Mar 9, 2019

I was recently asked what were the key observations you have seen in successful accounting…

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Robotic Process Automation (RPA) – the next frontier

By David Smith from Smithink on Feb 8, 2019

There has been a mountain of press, blogs and videos predicting that the accounting profession…

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How to create ongoing client engagements

By Mark Holton from Smithink on Jan 11, 2019

Getting started with your advisory services and maintaining service momentum is one of the great…

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