Strategy & Growth

Latest articles

June 19, 2025 8 min read

How to tailor a letter of engagement template for different clients

Let’s face it. Not all clients are created equal, and neither should your engagement letters be. A Letter of Engagement […]

June 19, 2025 10 min read

Why is an engagement letter for accountants so important?

*This article has been developed with the UK market in mind. If your accounting firm isn’t UK based, please consider […]

June 19, 2025 7 min read

5 Engagement Letter Mistakes Accounting Businesses Make

*This article has been developed with the UK market in mind. If your accounting firm isn’t UK based, please consider […]

June 19, 2025 6 min read

When should you reissue an accounting engagement letter?

*This article has been developed with the UK market in mind. If your accounting firm isn’t UK based, please consider […]

June 18, 2025 10 min read

Customising your 5-year business plan template to maximise impact

A generic five-year business plan simply won’t cut it for today’s accounting and advisory firms seeking real impact. It lacks […]

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