Tag: Processes

Even the best systems and processes for completing work in your practice will fall down if you don’t tell your clients what you’re doing, when and why. You need to allow plenty of time for clients to respond to requests for information. Remember the numbers aren’t always their priority – they have a business to run! Communicate to them in plenty of time, let them know at the start of…  Read more

There will be a period as your practice grows, that you have spare capacity. You can be very responsive to client’s request, regardless of how urgent they are. You will be happy to accept clients with any type of records – paper, spreadsheet, desktop software, cloud software. Maybe even brown paper bag jobs! No bother, you’re keen, hungry and you need the work. But be careful. If you don’t get…  Read more