Education

Familiarise your team members with the financial, analytical and communication skills required to effectively deliver insights to business owners

Process
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Education
What does the ideal client look like and how do you find them?
Ben Nacca
•
Mar 13
Education
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Service
How workflow can be part of an advisory offering
Estelle Hope
•
Mar 6
Education
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Service
An example of when a workflow saved a client from financial ruin
Estelle Hope
•
Mar 6
Service
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Education
How to have difficult conversations with clients about their business
Luke Smith
•
Mar 5
Process
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Education
Advising clients about the basics of advisory first
Luke Smith
•
Mar 5
Education
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Process
How to recruit, train and manage advisory staff
Malcolm Pope
•
Mar 5
Education
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Marketing
How a site visit to a client can help you spot the warning signs
Malcolm Pope
•
Mar 5
Service
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Education
What is an accountant's role in talking about business performance with a client?
Malcolm Pope
•
Mar 5
Education
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What skills junior staff need and how to empower them
Hayden Winters
•
Feb 25
Education
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An example of how to fully digitise a client's finance function
Joe David
•
Feb 25
Education
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An example of selling meetings, not management reports
Matthew Williams
•
Feb 20
Service
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Education
What's the 'gateway' into advisory for clients?
Matthew Williams
•
Feb 20
Education
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Tech
What resources do you use to learn about advisory services?
Caroline Harridence
•
Feb 7

Other areas of interest

Tech
Offshoring, automation and the future of accountancy
Andrew Coulson
•
Dec 18
Tech
What is the future of accounting?
Sharon Francisco
•
Dec 18
Corona crisis
How do you foresee the accounting profession during COVID-19 and beyond?
Andrew Erkins
•
Dec 18
Tech
What does the future of accounting look like beyond COVID-19?
Eli & Wyndi Tagi
•
Dec 18

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