by admin | Oct 20, 2020 | Articles, Planning
Succession could be defined as the process by which the current owner/s of a firm transition and handover ownership to new owner/s. When I say handover I don’t mean for free! The usual situation will be a sale of equity to new owners, often on a stepped basis over a...
by Rob Pillans | Oct 20, 2020 | Articles
There are many ways an accounting firm (and other businesses) can win new clients. Today I want to focus on referrals – why they are important and what my experience with Steve the pool guy demonstrates in a powerful way. Let me tell you about Steve the pool...
by Rob Pillans | Oct 20, 2020 | Accounting Firm Management, Articles
In considering this I want to break those needs into four categories: Needs the client has identified and is having met by you (Example – annual accounts and tax returns) Needs the client has identified and is having met by another provider (Example – bookkeeping or...
