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Posts Tagged ‘client portfolio analysis’

Growth Story: Discover How Graeme Tennick Built a Scalable Accountancy Practice in Less Than Fifteen Months

By Becky Rogers | March 18, 2024
a man on top of a mountain
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Calculating client value: how to find the value in your current client base

By Becky Rogers | April 19, 2021
hands holding golden eggs to represent client value
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How to Exit Gracefully from Your ‘Legacy Clients’ for the Benefit of Your Small Accountancy Practice

By Heather Townsend | April 9, 2018
legacy clients
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Recent Posts

  • Your Team Messed Up. Now What? A Practical Guide for Accounting firm owners
  • How Big is Big Enough When You Want to Grow Your Accounting Firm?
  • 4 tips to sell advisory services to your clients
  • Growth Story: How Sami El Khalidy tripled the size of his practice with moderninisation and digitalisation
  • Need to get better at converting leads? Here is why it is not about your selling ability

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    Your Team Messed Up. Now What? A Practical Guide for Accounting firm owners

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