15th Jul 2021

Accountant's guide to future-proofing your clients with capital advisory

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Accountants are understandably delighted when they win a new client for their firm as it usually means a significant lifetime value in fee opportunities. It’s therefore important you ensure that these hard-won clients remain in business and have a positive, long-lasting working relationship with your practice.

This guide will help you understand the various ways in which you can support your clients to be future-proof, and in turn, safeguard your fee income and the stability of your practice. 

You'll learn how to:

  • Introduce sound financial systems for tracking profitability and working capital
  • Build resilience in clients by focusing on a strong balance sheet
  • Monitor clients' profitability and working capital reviews
  • Use Capital Advisory services to ensure your clients are getting the most from your firm

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future proof your clients with capital advisory

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