How to inspire confidence in your Business Advisory Services

(As posted in the Public Accountant website – see below for link) Inspiring client confidence is one of the most important steps in implementing business advisory services. It’s your year-end meeting with an SME client, and you’re faced with the standard questions: ‘Why does my bank account not look like my profit and loss?’ ‘You [Read more…]

How to give “Value” without sacrificing your fees : Using the 5 Point Value Equation Formula to grow your firm

Do you ever get the feeling that clients don’t actually value the work you do for them? They might need their dentist, they might need their tattooist. The pain, after all, is in a good cause. And then, there’s the accountant. Worst case – in their eyes – they’re paying premium fees to you, for [Read more…]

The Art of Sales and Marketing for Accountants … or, the magic beans and the belly ache …

“I really hate sales and marketing. It makes me feel sick to think about trying to persuade people to please let me do their accounting. Sure, I can do the work. But that’s all I want to do.” A whopping 27% of accountants I surveyed recently said their resistance to Sales & Marketing was the [Read more…]

Is licensing the be all and end all in 2016?

As published by Public Accountant – the official journal of the Institute of Public Accountants If we thought that 2015 was crunch time for public practice accountants, well the best is yet to come! It seems 2016 is the year when it all comes to a head. In reality, the big question around licensing for each one [Read more…]

Six things I forced myself to do – to become a magazine centrefold!!

Be careful what you ask for – it’s going to make you grow. Can I share with you an amazing journey I took over the past year, and the guiding lights that saw me through it? Early in 2015 I discovered an award program specifically for accountants. Almost magically, one of the categories sounded like [Read more…]

Member profile Public Accountant Magazine Feb/March 2016 – The Queen of Cashflow

by Mitchell Turner           For IPA member Tracey Loubser, a genuine love of small business has allowed her own practice to flourish. Since relocating from South Africa, Tracey has cooked up a recipe for success to ensure that public practice accountants are in the perfect position to make their own business [Read more…]

Help businesses & raise the value of my service.

I’ve always thought that Bookkeepers need more diversification to be able to offer Businesses more than just Bookkeeping. I have come across so many frustrated Business owners that don’t understand the figures in their Business and don’t see the value in a lot of what we do. This also makes it frustrating for Bookkeepers as [Read more…]

237% annual increased fee income

I have attended Tracey’s program and am excited about delivering this new Product /Service to my clients! I have held back as “just the bookkeeper”, and I feel this has given me the tools to STEP UP and offer a HIGHER VALUE product / service, that will be so beneficial to my clients! Also, the [Read more…]

Published by “Public Accountant – the official journal of the Institute of Public Accountants – 15 January 2016

Published by “Public Accountant – the official journal of the Institute of Public Accountants” on 15 January 2016 Can software generated reports really help accountants build a business advisory service? Read more here

Accountants Daily 11 Jan 2016

Published with Accountants Daily on 11 January 2016. ‘Information overload’ could alienate clients, warns expert.