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Discover a series of strategies and tactics to help you increase the number of customers you serve and grow your business.

Latest articles

May 7, 2025 9 min read

The 10-step client onboarding checklist every accountant needs

Client onboarding goes beyond just handling paperwork—it’s a crucial opportunity to establish a clear, professional framework for your relationship with […]

May 7, 2025 6 min read

How to tailor a letter of engagement template for different clients

A Letter of Engagement (LoE) sets the foundation for a successful client relationship by outlining the scope of work, fees, […]

April 8, 2025 3 min read

Engagement Letter Automation: Streamlining Client Proposals Efficiently

Automation is reshaping accountants’ work. From bookkeeping to compliance, firms are adopting digital tools to improve efficiency and reduce manual […]

March 26, 2025 7 min read

The best Zapier integrations for accountants and bookkeepers

Accounting today is about more than just numbers—it’s about efficiency, accuracy, and client experience. Zapier helps accountants and bookkeepers streamline […]

March 11, 2025 4 min read

Re-engaging and repricing clients: Maximising MTD impact

The countdown to April 2026 is officially on, and with Making Tax Digital for Income Tax (MTD for Income Tax) […]

February 20, 2025 7 min read

How a well-crafted business proposal template can boost your firm’s profitability

The accounting industry is more competitive than ever—profitability hinges on more than just great service; it’s about how effectively you […]

January 31, 2025 5 min read

Simplify client engagement: How to get started with engagement letters

Engagement letters are a cornerstone of good client relationships in accounting, helping to prevent miscommunication, scope creep and legal disputes […]

January 9, 2025 5 min read

Making Tax Digital for Income Tax: How Accountants can be ready?

Making Tax Digital for income tax (MTD IT) is reshaping the tax process for businesses and individuals, moving towards more […]

December 16, 2024 4 min read

The 1-3-12 Rule™: How to get paid for every ounce of work you do

When was the last time you reviewed your client fees? For many accountants, it’s a question that brings on a […]

December 16, 2024 4 min read

AML Compliance: Essential Practices for Accountants

Anti-money laundering (AML) compliance is more critical than ever for accountancy practices. Regulatory expectations are rising, and with the stakes […]