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1. Client Onboarding For Accountants: An Improvement Guide

   Practice strategy

   ... information weeks or months later can quickly become an exercise in futility.” 4. Set clear expectations in ...

   17th May 2022 | Industry insights

2. 5 tips for Process Mapping in your Practice

   Practice strategy

   ... that process long out of date and you have to start the exercise all over again. Once you’ve mapped a process, set ... with a pen and paper but to really get value from this exercise it’s worth considering tools that have been ...

   19th Apr 2022 | Industry insights

3. Three ways to make your accountancy practice more efficient

   Practice strategy

   ... for sign-off. This may become part of a wider exercise in ensuring that everyone involved in your marketing ...

   12th Apr 2022 | Industry insights