User Posts: Mark Lee

Classic. Talking with a partner in a top 50 firm of accountants, I asked how they get most of their new clients. It was no surprise he answered ...

Over the years I have seen and heard much advice on the subject of client service for accountants. What you should do and what you should not do. I’ve ...

I’ve been to 3 conferences over the last month. Each with a different group of people: Professional Speakers, Accountants and then LinkedIn enthusiasts. On ...

When we go to see our local GP we expect them to fulfil 3 primary roles. We need them to diagnose our problems, to prescribe solutions and to care for ...

There are two types of accountants who use social media and Linkedin:Those who have learned what works FOR THEM, andThose who have bought into the hype and ...

One thing that remains as challenging for accountants today as it was when I was in practice is that of converting prospects into valued clients. It’s not ...

Accountants, bookkeepers and tax advisers study for years to qualify in their chosen profession. You build up crucial technical skills and knowledge and, ...

Early in 2023 Linkedin started encouraging users to ”Verify now’. The message appears in a box alongside your name at the top of your profile.If you ...

Have you ever wondered why you worry about the competition? Those rival accountants, service providers, bookkeepers, tax advisors, financial advisors, ...

Do you ever struggle to make a lasting impression beyond the generic label of being ‘just another accountant’?We’ve all been there. We’ve seen people’s eyes ...

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