by admin | Apr 5, 2017 | Articles, Technology
What can accounting and bookkeeping professionals learn from progressive law firms? Or, put the premise of the question in another way: how can accounting and bookkeeping professionals future-proof their practice or indeed, their livelihood? A report released by the...
by admin | Mar 22, 2017 | Articles, Marketing
It can be a rude shock to an accounting or bookkeeping professional to be confronted with a client who leaves or who wants to go DIY. It may be about cost or it may be about taking the role in-house. Receiving such news is never nice but it is a reminder that the...
by admin | Mar 9, 2017 | Articles, Technology
Tipping point, by definition, is the critical point in a situation, process, or system beyond which a significant and often unstoppable effect or change takes place. Mass adoption of digital technology across all sectors of financial services has left behind those who...
by admin | Feb 23, 2017 | Articles, Marketing
Cold calling sucks. Let’s face it, as professionals we think it’s beneath us to pick up the phone and cold call a prospect. The alternative however is worse: waiting for the phone to ring or, even worse still, is the referred prospect whose first question is “What’s...
by admin | Feb 14, 2017 | Articles, Technology
Everyone loves paper; it’s tactile and appealing. But it’s also so yesterday! “Doing the books” cannot mean –literally – handling paper, be they print outs or receipts or paper invoices. For sure, most practitioners work towards being paperless but too few operate a...
