INPRACTICE

For accountants in public practice

INPRACTICE

Before you refer a client, you must do your homework.

The risks and rewards of client referrals


Getting the price right: the risk of underpricing is long hours for meagre earnings.

Price perfect: How to avoid being overworked and underpaid


It’s critical to know what you stand for in a crowded environment.

5 hot marketing tips for 2018


The key is in knowing the client, getting back to basics and asking lots of questions.

Beware bad clients


ALL INPRACTICE ARTICLES

Before you refer a client, you must do your homework.

The risks and rewards of client referrals


Getting the price right: the risk of underpricing is long hours for meagre earnings.

Price perfect: How to avoid being overworked and underpaid


It’s critical to know what you stand for in a crowded environment.

5 hot marketing tips for 2018


It is important to manage client expectations, including the time it will take and the cost to provide considered written advice.

Top answers to common client questions


An agreement between an accountancy practice and financial planner is a relationship like any other, so regular communication is vital.

5 tips for referring clients to a financial planner


A licensed accountant should keep good records of the discussions they have with clients when providing SMSF services.

ASIC: How to help your clients set up an SMSF


The key is in knowing the client, getting back to basics and asking lots of questions.

Beware bad clients


Are high-denomination Australian banknotes soon to be stamped with a use-by date?

Could managing cash stop tax cheats?


Lisa Pagotto of Crooked Compass on Lion's Head in Cape Town, South Africa.

Small business profits from new consumers


Volunteer work can bring enormous rewards for both accountants and the charities they take their skills to.

Accountants go the extra mile for a good cause


HOW TO

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Don't slip up, learn how to ensure your client information is correct.

Understanding reasonable care


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Prolonged stress can lead to anxiety, burnout and depression. The key is to act early rather than try to push through it.

Taxing times: How to manage stress during the busy season


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ATO outage? Stay productive with these 9 tips.

9 ways to keep productive during an ATO systems outage


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It is imperative that as professional advisers we seek to verify what we know and what we are told by clients.

Get client documentation right and avoid tax disputes


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Apple prides itself on giving customers a satisfying experience when they enter one of its stores.

How to create an Apple-grade customer experience


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The more things that accounting software can connect to, the more valuable it will be.

Cloud accounting: what you need to consider


PRACTICE MANAGEMENT

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It's 20 times easier to get new business from existing clients than to bring in new clients, are you making the most of clients?

Existing clients: is your accounting firm making the most of them?


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Accountants may find it difficult to say no to an executorship. But it's possible to decline and still maintain a good relationship with your client.

Say no to being an executor and still keep the client


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The Fair Work Ombudsman has successfully taken legal action against a professional services firm for being an accessory to a contravention by a client.

Landmark decision holds accountancy firm liable for client's underpayments


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Managers in many types of organisations have a tendency to want to do everything themselves

Stop writing lists and become more productive


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The option to conduct a review instead of an audit, even if allowed under relevant legislation, depends on the entity’s constitution.

Review or audit? Help your clients understand the difference.


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A USP can help your practice stand out from the crowd

Does your business have a USP?