In this free template we give you a basic structure that you can easily personalise for a valuable initial advisory conversation with clients
In this free template we give you a basic structure that you can easily personalise for a valuable initial advisory conversation with clients
Cornish Accounting MD Paul Miller talks to us about how he used our Bounce Back Loan insights to reach out to a number of his clients.
To help you stay effective through the months ahead, we’ve put together this guide to supporting clients they reopen.
To get a picture of how accountants use our cashflow tools in practice, we spoke to Stuart Hurst about his experience of using Fluidly with clients.
Good relationships need to work both ways. And clients don’t always play ball. So how do you identify a ‘good’ or ‘bad’ relationship?
Caroline Plumb, our Founder and CEO, offers practical solutions to the biggest challenges your practice will face in the months ahead.
From Xero to an iwoca loan, our rundown of the products that accountants could offer their clients over Christmas.
As an accountant, how do you instigate a chat with a client that you know will be hard? This guide has essential tips that will help…
Pricing is a balancing act. Here’s five tried-and-tested approaches to help you price confidently and showcase the value of your services.
Straightforward cashflow management to help business owners sleep better
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