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Showing 1-6 of 6 results

1. Starting your own practice: Clients, services and your team

   Practice strategy

   11th Aug 2022 | Article

2. Find your way around onboarding apps

   Practice software

   ... the point that onboarding covers the sales and onboarding process. “People don’t like using the word sales, but you ... MAP, Barnes wanted to address both sides of the sign-off process. To help scope out the services clients needed and ... is because you are by definition starting the onboarding process when you create the proposal. You’re configuring ...

   20th Apr 2022 | Article

3. How to hire the best accountants in a candidates’ market

   Practice strategy

   ... The way we hire is quite different from the conventional process you’re used to following.  Here are 5 tips from ...

   16th Jun 2022 | Industry insights

4. Master your digital future and MTD

   General practice

   ... potential obstacles. Every team member is critical, and process needs truly connected. Value your service You are the ...

   30th May 2022 | Industry insights

5. 6 Steps to make your Service Renewal Agenda Bulletproof

   Practice strategy

   ... Present the fees By the time you get to the end of this process, there is no confusion. Then, all that’s left to do ...

   10th May 2022 | Industry insights

6. How to manage small business clients through MTD for VAT

   HMRC & policy

   ... others may need a lot more hand holding through the process. It’s also worth preparing for the possibility ... answer their most burning questions, saving time in the process. Small businesses and freelancers use ANNA Money for ...

   3rd Aug 2021 | Article