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I have always loved being a generalist, and usually build a thorough understanding of a client's business quickly, which they seem to appreciate.  BUT now I'd like to grow my practice and I know th


In this video Simon Clarke the ICPA’s own Membership Development Office reprises his Accountex 2014 presentation on “Gaining and Retaining Clients”.

Your instinctive reply to the question posed in the title of this piece is probably “of course not”, says Mark Lee.


I came to a rapid decision today to say goodbye to Mr Bloggs, who is running me ragged with silly questions. Tax return done and paid for a few weeks ago.


Do you run a SIPP? If the answer to any of those questions is for you, this blog is for you.


If you are like most accountants you probably get approached every now and then by third parties who have a proposition for you, explains Mark Lee.


Mark Lee imagines how a new small business client might address their new accountant. 

To: Our New Accountant,


Mark Lee explores the tendency for accountants to work for clients without payment – sometimes without realising that is what they are doing.


I recently lost a client over the most ridiculous reason


It's been a topic of ongoing debate on the website for some time, but do you send your clients' information via email - such as letters, tax returns, etc, or do you use something more secure, like