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2 sure-fire moves to get your clients to go to a team member first (instead of you)
Naturally, as you get sales in the door, make connections and foster business relationships, your clients only want to speak to you. When they have a request or when things go wrong, they call you to sort them out. The problem with this? Client management eats into your time. As your time is better spent…
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3 must-dos to successfully hand over your client portfolio to a team member
To make partner in your law firm, accountancy or consulting firm, you will have to win clients and grow your own book of business. You will also have to let go of clients. I know this sounds crazy but as you start winning bigger and better clients, at some point you will need to hand…
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How to manage and minimise constant interruptions from clients so that you can take back control of your time
Interruptions kill our productivity; they take away our focus and wreak havoc on our motivation. You may think that interruptions are an inevitable part of work-life that you can’t do anything about, especially if it’s an interruption from a client, but that’s just not true. Here is how to manage and minimise constant interruptions from…
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The essential guide to survive the busy season: survivor’s tips for both management and staff
Whether you’re a junior accountant about to do your first busy season or an established accountant employed in practice with years of experience, the audit silly season or the self-assessment personal tax preparation madness can knock the best of employees off their feet. With multiple clients, a never-ending workload, and long hours at the office,…
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2 solid email templates for saying no to a partner
How do you say no to a partner through email and still save your career? Can you imagine saying “no” to a partner? Even though the mere thought of doing so may cause you to tremble. However, it can be completely necessary to refuse something that they have asked of you. Many lawyers, accountants, and…
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The Number 1 secret to increasing your productivity as an accountant
Do you know this number 1 secret to increasing your productivity? This is one of the best productivity tips for accountants out there. Productivity tips for accountants: organise your area Until the profession embraces paperless working, paper and clutter are always going to be part of an accountant’s life. It sounds like a fairly simple…
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8 fool-proof productivity hacks for accountants, lawyers, and consultants
As an accountant, lawyer or consultants, how can you make the best out of your time? Here are 8 productivity hacks that you can use to your best. Productivity Hacks for Better Time Management With accountants, lawyers, and consultants having so much to do in what forever seems like so little time, it’s no wonder…
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6 ways to thrive in big 4 busy season (without burning out in the process)
Regardless of how many busy seasons you have made it through, when they come around, they can still knock you off your feet. They leave you reeling for a few weeks after. To really thrive during big 4 busy season without burning yourself out, here are 6 things that you need to do. Plan and…
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How to create content which will continuously bring you in new business
Ask any accountant, lawyer or consultant “How do you win clients?” and they’ll likely say that you look for your ideal prospect. Then, you target them through your marketing or attend networking events to make contact. Finally, you work on building that relationship over time. This, of course, is right but what many professionals don’t…
