Posts by Heather Townsend
The ultimate 3-step guide to handing over your client portfolio to a team member
The ultimate 3-step guide to handing over your client portfolio to a team member It can be hard to ‘let go’ of your client portfolio, especially since you have built your accounting firm up from nothing to what it is today. Your clients may feel like your prized possession or a stamp of achievement; a…
Read MoreHow to confidently hand over your client portfolio to team members
How to confidently hand over your client portfolio to team members At some point, you know you will need your team to step up and lead your firm’s client relationships. In an ideal world, we would have a very experienced team of people beneath us, and this process would happen seamlessly and smoothly. But the…
Read MoreHow to get your clients to go to a team member first (not you!)
How to get your clients to go to a team member first (not you!) As an accounting firm grows, so does the amount of work and number of employees. To grow sustainably, at some point accounting firm owners need to start delegating the tasks to keep the firm running while they concentrate on the tasks…
Read MoreThe 5Ps you need to always make time for business development
The 5Ps you need to always make time for business development A few weeks ago in one of our group accountability calls for the Accountants’ Growth Club, one of our members asked for help on how to always make time for business development. He’d set himself a goal that Friday would be his day to work…
Read MoreWhy your accountancy firm’s pricing package names really matter
Why your accountancy firm’s pricing package names really matter Pricing is both a science and a dark art. When you understand the science behind how we take a decision, pricing becomes far more of a science than a dark art. In this article, I explore the science and reasoning behind the package system of pricing and…
Read MoreHow fear manifests itself (and what this has to do with pricing for accountants)
How fear manifests itself (and what this has to do with pricing for accountants) Fear is a powerful emotion, one that can stop us in our tracks and prevent us from growing and moving forward. In the case of value pricing for accountants, it is particularly the fear of the unknown and of venturing outside…
Read MoreWhen value-based pricing works (and doesn’t work) for an accountancy firm
When value-based pricing works (and doesn’t work) for an accountancy firm Value pricing for CPAs – what is it and is it the best pricing method for you? This article explores the pros of cons of value-based pricing for accountants and how to make it work for you and your firm. What is value-based pricing?…
Read MoreThe essential 4-step guide for leading your team virtually
The essential 4-step guide for leading your team virtually Everyone in business is probably thinking about leading effective virtual teams right now. To grow your practice sustainably, you need to be leading effective virtual teams and managing their work remotely during this difficult period of having to work from home. In the last 3 years,…
Read More5 tips that will help you trust work gets done with a virtual team
5 tips that will help you trust work gets done with a virtual team In our previous article on how to establish trust in a virtual team, we talked about everything you need to know to understand how trust builds up within a team. And we also shared tips on how, as the owner of…
Read MoreHow to get staff to support your growth plans
How to get staff to support your growth plans Change is essential to the success of any business, as how else can we expect to grow, improve and remain competitive in our markets? As a major driving force behind success, more of us need to be embracing change to move our business forward. To do…
Read More