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So, what is a Progressive Accountancy Firm?

26th Jul 2017
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They listen to their clients' needs and understand their soft facts

They are knowledgeable about their clients' sector, industry and economic environment

They have sector experts in house

Their clients are managed with a holistic approach and not by individual Partners/Directors

Every member of their staff is involved in the marketing and business development of their firm

They get value for money for every £1 they spend on Marketing and Business Development

They have a clear understanding of the skill set required to prepare a Marketing Strategy and deliver growth through Business Development techniques

They have a full understanding of your clients' growth, new products/services plans for the future; succession planning; exit strategy or flotation aspirations

They have never been told by their client they are selling without their prior knowledge of the clients’ plans

Their approach to Client Management is Team focused

Their client considers them a genuine Partner to their business who assists them in the planning and implementation of their objectives

They view their service for their clients from the outside in

They are always instructed by their clients for their disposal or acquisition requirements

They never lose a fee earning opportunity

Their next generation of Partners/Directors are involved in Key decision-making processes

They know how to attract more of your Key Clients

 

If you would like to implement Progressive Strategies, contact me

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