Process

Understand change management, and how you can transition to delivering more profitable business advisory services

Service
+
Process
Keeping the client engaged about their performance
Ken La Croix
•
Jun 3
Service
+
Process
How to end a client meeting
Ken La Croix
•
Jun 1
Service
+
Process
Delivering news to clients
Ken La Croix
•
Jun 1
Process
+
Determining a meeting agenda
Ken La Croix
•
Jun 1
Process
+
Service
Words of advice for accountants and advisors
Geni Whitehouse
•
Jun 1
Process
+
Service
How to 'break up' with clients
Geni Whitehouse
•
Jun 1
Process
+
Service
How do I know if a client is really engaged?
Geni Whitehouse
•
Jun 1
Process
+
Service
How do I identify the right goals and KPIs to track?
Geni Whitehouse
•
Jun 1
Process
+
Service
Successfully moving compliance clients to advisory
Geni Whitehouse
•
Jun 1
Process
+
Corona crisis
How do you identify which clients are vulnerable to a downturn in trade?
Robert McDowall
•
May 27
Process
+
Corona crisis
How do you identify which clients are vulnerable to a downturn in trade?
Michael Louros
•
May 27
Process
+
Service
What is avoidance behaviour and why may accountants experience it?
Sharon Francisco
•
May 4
Education
+
Process
Is the advice you're offering focused on optimisation or innovation?
Darren van Zyl
•
Apr 24
Process
+
Corona crisis
Are management reports relevant in the current crisis?
Darren van Zyl
•
Apr 24
Process
+
Corona crisis
What is your approach to delivering 'proactive' vs 'reactive' advice?
Darren van Zyl
•
Apr 23

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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