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 –http://www.businessbitesize.com/ Author of ‘Bamboo Marketing For Accountants’ – the route map to marketing success for accountants in practice – http://www.bamboomarketingforaccountants.com/ And let’s get LinkedIn http://www.linkedin.com/in/paulshrimpling