IS BUSINESS ADVISORY A RED HERRING?
Do you feel your clients would be more interested in a personal balance sheet or a business balance sheet?
January 2023
CAS UPDATE
A new app patch has just been released which updates an image within the Strategic Planner and also includes the following previous updates to CASv6. Once opened, your CAS launcher will automatically check and download the updater. *Note If you have previously downloaded an update you will be prompted to overwrite the setup file. Simple …
A NEW WAY TO THINK ABOUT ADVISORY
Put Yourself in Your Clients’ Shoes I was talking with an accountant the other day and they kept on using the phrase “Added Value Services”. I really don’t like this phrase – I find it to be insulting to accountants as it implies there are things we do for clients that do not add value. …
EFFICIENCY VERSUS EFFECTIVENESS
They are not the same! I‘ve never met an accountant yet that is not doing advisory with their clients at some level. The Advisory Problem that many accountants face is that it is often not structured, not organised and, worst of all, not paid for. The way to change this is keep advisory simple and …