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Your search results for process

Showing 1-10 of 16 results

1. Who is looking after the business owner?

   Practice strategy

   ... business adviser at some stage. Even if you don’t have a process for advising your clients on their personal finances, ...

   16th May 2022 | Article

2. IRIS Elements marks final push into the cloud

   Practice software

   ... on and off. Practices can then track and manage the process.  As and when clients accept, this generates a ... with Elements and the firm can start the onboarding process, with integrated tools such as Elements Anti-Money ... but IRIS chiefs are insistent that the exhaustive testing process behind the project will pay dividends for the ...

   11th May 2022 | Article

3. 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

4. Trust your gut: Dealing with prospective clients

   Practice strategy

   ... what you want from this career - it’s all a learning process. There's over 20,000 accountancy firms in the UK. ...

   16th May 2022 | Article

5. Workflow management moves up the practice agenda

   Practice software

   ... we’d be in middle of something else,” she explained. Process mapping The first step to redressing this client ... her account manager at (Practice) Ignition. The resulting process map, represented by nearly 90 steps in the rough ... the client on board once they accept the proposals. Process mapping is a foundation for any workflow project like ...

   13th Apr 2022 | Article

6. Cloud suites are here, just as the goalposts move

   Practice software

   ... point when the classic Windows-era annual self assessment process is moving into its twilight years. In 2024, HMRC ...

   12th May 2022 | Article

7. Live clinic on choosing practice software, 1pm today

   Practice software

   25th Apr 2022 | Article

8. The trials and tribulations of practice acquisition

   Practice strategy

   ... I went and sat down with his clients and we started that process of getting to know them,” Houston said, believing ...

   19th Apr 2022 | Article

9. My Tech Stack: Sharon Pocock, Kinder Pocock

   Practice software

   ... or quicker way of doing things. It’s got to make a process simpler and save time. Another of our values is to ...

   7th Apr 2022 | Article

10. Flexible work patterns look set to be new normal

    Practice strategy

    ... to deal with, and the fairness of that decision and process will need to be carefully managed.  If employees ...

    14th Apr 2022 | Article