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What does succession look like inside accounting firms?

What does succession look like inside accounting firms?

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...
What accountants can learn about referrals from Steve the pool guy

What accountants can learn about referrals from Steve the pool guy

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...
Are you fully meeting the needs of your clients?

Are you fully meeting the needs of your clients?

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...

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