Insights + blog.
Client Conversation Framework - Downloadable Guide
In Episode 45, Sam dives into some practical and powerful habit changes that you can make to improve efficiency as a person and as a professional.
One of the areas where there are often inefficiencies in our day-to-day is that of conversations with others. In the podcast, Sam covers a simple framework to follow to have more effective and effient conversations with clients.
Job Workflow Blueprint - Downloadable Guide
Revolutionise the way your firm processes jobs. The Job Workflow Blueprint helps to provide guidance and a helicopter view around the compliance workflow that occurs on a client job from start to finish.
Accountants and technology - what’s the obsession?
Technology only makes you more efficient at what you are already doing and if you’re not already doing it or have a structured approach to starting to do “it”, there’s no use paying for technology.