Practitioner's Diary: No time like the present
Our West Country general practitioner needs to get some tax returns finished this week to stay on target.
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31 October - All 31/12/07 company accounts are safely filed. The last minute rush has put me behind on my contribution towards the 2008 tax return filing, i doubt that we'll make the '55 per cent completed' milestone by the end of today, but at least we're over half way there.
Continued...
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Free training to do as suggested
I agree completely with these sentiments – now is indeed the time for proactive action. And that is why my 13 October 2008 accountingweb article, “The professional way to respond to the recession”, sets out a detailed action plan for talking to clients and the offer of free training to help implement that action plan.
Get an attitude
Really interesting and I agree most partners do have the skills, knowledge and common sense to help clients. But, for many reasons many lack the right attitude, sales and pricing skills.
Too many accountants just don’t believe it’s their responsibility to get stuck in and "fancy" software can help provide structure to consulting services. I’ll be talking about attitude, belief and pricing at the RanOne conference with the launch of Selling-Buy-Numbers training for accountants. Those interested in attending can email me for details at bob@moresoftware.biz.
At MORE we’ve developed a spreadsheet resource where bookkeeping data can be imported to enable firms to help clients with budgeting – firms can now offer a Credit Crunch Financial Management Service. Can you introduce service extensions like this?
The firms in our network that have provided free bookkeeping software for the last few years can easily review the current year. Tax Credit claims and interim payments reviews are really good examples of proactive accounting.
If you haven’t laid these foundations use the Credit Crunch to motivate clients.
Bob
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