CORE SERVICES
Businesses Improvement
A business strategy is the means by which it sets out to achieve its desired ends.
Human Resources
- Staff engagement
- Staff Management
- Outsourcing.
Marketing
- External Marketing to prospective clients
- Internal Marketing to existing clients
- Managing relationships with clients and business contacts
Technology
- The use of Portals
- Cloud Accounting
- Making Tax Digital
The value of compliance work is decreasing so increasingly practices need to be more efficient and develop their advisory services so that they can continue to grow. Practice for Profit can help you implement this.
Client
Marketing
All practices need an effective marketing presence on-line and offline but the importance of client marketing to existing clients is often forgotten.
Four key areas to address are:
- In-person events
- Client communications
- Exclusive client content
- Targeted tax planning
As a trusted adviser accountants in practice have a unique opportunity to help their clients in many areas
Our consultants will show you how use tools which will identify opportunities to sell more services to your existing clients.
Risk
Management
Clients need to be properly engaged and practices managed to minimise the risks associated with compliance and advisory work. Key Risk areas include the following:
- Third party references
- Deadline management
- Communications
- Management Accounting
- Projections
- Review processes
Practice for Profit Limited can help you identify the risks within your practice and put systems in to address them before problems arise.
Compliance Something
Compliance is becoming increasingly important as the professional bodies start carrying out Anti Money Laundering visits on practices.
Four key areas of compliance and the key areas are:
- GDPR
- Anti Money Laundering
- Professional Indemnity Insurance
- Continuing Professional Development
Our consultants can help you make any necessary improvements so that you are fully compliant with the regulations.