In a recent conference discussion with one of the top people at CCH, he suggested an accountancy firm’s practice management process can help win new clients and generate cross-sales too! 

He did suggest this would only happen after your practice management process/system delivered on two fundamental issues:

1. Job/file efficiency

2. Speed of job/file completion

These two fundamentals then mean you can use your practice management process/system to:

3. Improve client relationships

It is the improvements in client relationships that help deliver greater referrals resulting in new client fees and help you cross-sell additional services to your existing clients.

This discussion made me curious, so:

In what ways has your practice management system helped you cross-sell or win new clients?

How well does your practice management system help you improve job efficiency, speed of job completion and/or client relationships?

Paul Shrimpling
Remarkable Practice

Creator of ‘Business Bitesize’ – cultivating a greater flow of new clients for your accountancy firm through profitable word-of-mouth –

Author of ‘Bamboo Marketing For Accountants’ – the route map to marketing success for accountants in practice –

And let’s get LinkedIn