Linking pipeline and portfolio management to avoid strategic drift

Posted on: August 26, 2010

Unlike lawyers who rarely have repeat business, accountants have portfolios of work – a large proportion of which is ongoing compliance work (e.g. audits) and a smaller amount which is ad-hoc advisory work. Of course, some accountants – such as those working in the corporate finance arena – will have a large transactional element where […]

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Developing the art of sales and marketing

Posted on: February 24, 2010

I wrote a short article for the Finance & Management special report on “Starting a business” by the Institute of Chartered Accountants in England and Wales. It attempts to tackle the issue of selling for those who are starting a business and unfamiliar with marketing and sales techniques. Topics covered include: – Finding out who […]

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Part Two – How? Introducing Twitter to lawyers, accountants and surveyors

Posted on: December 10, 2009

In my previous blog post I provided some of the reasons WHY even small firms of lawyers, accountants and surveyors should consider using Twitter. In this post I aim to provide a simple “getting started” guide. Create an account The first thing is to go to the Twitter site www.twitter.com and watch the quick video explaining what […]

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Top 50 Accountants

Posted on: June 30, 2009

Accountancy Age reports that of this year’s top 50 firms, 39 (78%) have seen their growth rates squashed and nine saw their revenues decline. Only nine saw their growth rate increased. 3,000 jobs in the top 50 firms were lost. In the next 50 firms, almost half had growth rates lower than 5%. The top […]

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Some good news at last – Accountants ‘best placed’ to benefit from recovery

Posted on: April 22, 2009

Accountancy Age magazine carried the following story yesterday: “PwC says business services sector will emerge in the best shape following the recession Accountants, lawyers and property management companies will be among those to benefit early from an economic recovery, a PricewaterhouseCoopers index has found. Firms in the business services sector, which also includes computer technology, […]

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