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Advisory

As Professional Advisers you should look to work closely with your clients and create lasting value and responsible growth to make their business fit for tomorrow.  Building Advisory services are unique to each firm, we will keep you up to date.

Our insights provide a fresh perspective on tomorrow for SMEs and Accountants.  Stay ahead of your competition and ensure you are taking advantage of the latest thinking for business strategy and client engagement.

Accountants guide to effective Blogging

Have Fun!

Content Marketing, when done well, is all about creating a flow of fresh, interesting and (above all) regular pipeline of posts on your firm’s website; social media channels and the networks you are developing for new Clients.

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Accountants, The Future

Progressive Accountancy Firms will prosper, with the widespread adoption of cloud computing services and the rise of mobile apps paving the way for more efficient interaction with clients.

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Client Listening

Open Banking is coming soon, and Banks are beginning to offer your clients free software to enable them to input their financial data into the software. This will allow the Banks to read the transaction history of Personal and Business Current Accounts and initiate payments from those accounts

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Accountants Advisory​

Progressive Accountants now more than ever are redefining their services for clients, to adapt to the new norm post COVID-19. They are reviewing all their working practices to ensure that they offer the highest levels of relevant support and service to their clients.

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“Good bye” Compliance Fees

I know compliance is a big concern for you right now. As clients take the plunge and migrate to the cloud, there is no doubt your compliance revenues are going to take a hit. Your focus today, is identifying and evaluating new ways to make up the inescapable deficit. You need to “Wake up and Smell the Coffee”; differentiation must be the key – Technology is here to stay.

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Sophisticated Accountants

Accenture estimates that 80% of the finance and accounting tasks to be automated in the next few years. With Robotic Accounting innovations coming in faster than they can count, some accountants, even those among the best, are afraid for their jobs.

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Bright City lights representing Robotic Automation

The Robots Are Here

Robotic Process Automation is here, Progressive Accountancy Firms are already embracing the changes and building on the service offerings to their clients. I would urge all Managing Partners to consider how they would implement these changes and build new Consultancy based services for their clients.

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So, what is a Progressive Accountancy Firm?

They listen to their clients’ needs and understand their soft facts

They are knowledgeable about their clients’ sector, industry and economic environment

They have sector experts in house

Their clients are managed with a holistic approach and not by individual Partners/Directors

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Accountants Way

I was at a Business Expo recently where there were 60+ exhibitors with an estimated 1500+ visitors. I checked the list and decided one of the exhibitors I wanted to speak to was a 7 Partner firm of Accountants. I felt that whilst they were slightly larger than my target firm, I would see how they operated in this environment.

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Accountants – anyone remember the comptometer?

Proactivity is in the actions. According to tax experts CCH, 36% of clients are thinking of leaving their accountants as they are not proactive enough.

Technological change has always been part of the profession, but it used to come along a little more slowly and have less dramatic effects.

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Growth Hubs for Accountants

We have a clearly defined process and methodology for developing NED opportunities and would like to generate your future pipeline of businesses for advisory services. We have been
involved in creating value for businesses since the 1990’s.

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Organisational Structure for Progressive Firms

Hierarchy, a great model for manufacturing companies and other businesses, is a poor fit with talent-driven organizations such as professional service firms. How should a professional service firm organize to achieve its strategic goals in today’s business environment?

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Ai – The Future Is Here

The impact of new technology on accounting practices will not be a flash in the pan, but will change organisational structures, culture and client relationships. Let a progressive expert guide you through.

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