Online articles
The Library provides access to leading business, finance and management journals. These journals are available to logged-in ICAEW members, ACA students and other entitled users subject to suppliers' terms of use.
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Displaying 1-22 of 22 results
Exclusive
Six communication dos and don'ts for next-gen advisers
- Article
- 01 Dec 2023
- Kristine McManus
Good communication is more than the way you speak - it's about making sure clients feel heard, says Kristine McManus. The article offers advice on client management for financial advisers, highlighting communication essentials such as setting expectations, clarifying value propositions and avoiding haphazard communication.
Exclusive
How frontline staff reflect your brand
- Article
- 01 Dec 2023
- Lisa Tierney
An article on the importance of frontline staff in reflecting a company's brand and reputation. The author shares a personal experience of witnessing a disgruntled receptionist at an accounting firm and emphasizes how negative attitudes from frontline staff can leave a lasting negative impression on clients. The author concludes by urging firms to treat their frontline staff with respect and recognize their importance in delivering a great client experience.
Exclusive
Tips for building a firm to the right size for you: Lessons learned from a practice seeking to grow better but not always bigger
- Article
- 01 Dec 2023
- Keila Hill-Trawick
Keila Hill-Trawick, Certified Public Accountant, shares lessons learned in building their boutique firm, Little Fish Accounting. Key success factors highlighted include tracking, evaluating, and changing services based on metrics, developing a strategic staffing strategy, and seeking advice from peers to avoid mistakes and gain guidance.
Exclusive
A team and a plan to elevate the client experience
- Article
- 01 Nov 2023
- Gary L.Boomer
Advice on creating an accounting team with well-defined roles: client relationship manager, the marketing specialist, the sales executive and technical and support roles. The article concludes with a five-step action plan for accounting firms to elevate their client experience.
Exclusive
Navigating the shift
- Article
- 01 Oct 2023
- Antoinette Alexander
Are you an advisory accountant? That is a question accountants should consider as the profession continues to pivot away from compliance-first business models in favour of delivering more strategic and transformative services, says Antoinette Alexander. The rise in client expectations, advancements in technology, and an influx of data have resulted in a new take on 'advisory' services.
Exclusive
Do you know what your firm sells?: A lack of clarity can be an enterprise killer for accountants
- Article
- 01 Nov 2019
- Darren Root
Redefine the range of services your firm offers, based on the market and evolving client needs.
Exclusive
They need you, they're just not always sure what for
- Article
- 01 Dec 2018
- Daniel Hood
Accounting Today's 2018 Small Business Accounting Insights survey uncovers accountants' clients' biggest needs.
Exclusive
Time to enhance your client experience
- Article
- 01 Sep 2018
- Dom Esposito
Relationship building advice for accounting firms wanting to improve their client experience.
Exclusive
Your accountant can help you succeed at succession
- Article
- 01 Jun 2017
- Grant Linton
The article focuses on role played by accountants during sales of a business to a new owner.
Exclusive
The many faces of practice management
- Article
- 01 Feb 2017
- Ted Needleman
This article discusses the use of practice management software. It offers a definition of practice management and tackles the tasks under the practice management umbrella. Categories of features and functions of practice management systems include the accounts receivable function, customer relationship management and workflow management.
Exclusive
How to keep clients after an accounting practice sale
- Article
- 01 Sep 2016
- Harry L. Olson
Looks at the seller's perspective on lowering transitional risks, how the seller should communicate with their clients, and the need for the buyer to minimize change for clients in the first years after closing.
Exclusive
The rules of attraction
- Article
- 01 May 2015
- Martin Bissett
Here's a process you can follow to proactively win work and attract new clients.
Exclusive
Who will you work with?
- Article
- 01 May 2015
- John Napolitano
Picking the right clients for your accountancy firm can make you both richer and happier.
Exclusive
Shopping with clients
- Article
- 01 Jan 2015
- Tamika Cody
A profile of U.S. accounting firm Honkamp Krueger, which aims to boost client relationships by rewarding staff for spending money at client businesses. The firm's motto for employees is "Shop with clients who do business with us".
Exclusive
If you don't ask... Key questions for retaining top clients
- Article
- 01 Nov 2014
- Lisa Tierney
Tips for accounting firms on how to retain clients, including brainstorming with colleagues on how to add value and holding regular client check-ins to ask whether you are still meeting their needs.
Exclusive
Meet the innovators, Part 3
- Article
- 01 Oct 2014
- Gale Crosley
A feature on CPA W.Michael Hsu, who describes his firm as "the entrepreneur's accounting department"; he focuses on a limited number of non-traditional services such as helping clients with product management.
Exclusive
Meet the innovators, Part 2
- Article
- 01 Sep 2014
- Gale Crosley
A feature on CPA Jody Padar, creator of the Chicago New Vision CPA Group, which uses cloud-technology and social media to regularly keep in touch with clients and provide complete accounting and tax solutions.
Exclusive
Meet the innovators
- Article
- 01 Aug 2014
- Gale Crosley
An interview with CPA Jason Blumer, creator of the Thriveal.com website, a creative network for U.S. Chartered Accountants who demand to be noticed.
Exclusive
The no-jerk rule
- Article
- 01 Jun 2013
- John Napolitano
U.S. accountant John Napolitano shares tips for selecting the right clients in order to avoid problems in the future.
Exclusive
The value equation
- Article
- 01 Jun 2013
- John Haylock
Let your clients know about the value you have added.
Exclusive
Setting the record straight
- Article
- 01 Jun 2008
- Karen Silcock
The Money Laundering Regulations 2007 came into force on 15 December 2007, principally updating requirements
around 'know your client' (now called 'customer due diligence') processes.
Exclusive
Money laundering rules hit non-execs
- Article
- 01 Apr 2008
- Peter Bartram
The article reports on the impact of money laundering regulations that came into force in Great Britain in December 2007 on non-executive directors (NEDs).
Displaying 1-22 of 22 results
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