Running an accountancy practice can be challenging — especially if you don’t have the right resources. As we work closely with accountants on a day to day basis, we’ve listed the top blog posts from our archive, that we hope will be a valuable resource for any accountant or bookkeeper. Or alternatively, if you need a break from work and just fancy a read through then take a look!
1. Infographic – What do clients want from an accountant or a bookkeeper?
Clear Books conducted a survey within our community of small business customers, to find out their previous experiences with accountants/bookkeepers, and what services they want from their accountants. We made a colourful infographic to help accountants understand their clients needs a little better.
2. Advice: Top 10 ways to keep your online data secure
As cloud accounting providers, we know the importance of keeping our customers’ online data safe and secure. Thats why we celebrated ‘safer internet day’ by compiling our top tips and steps for keeping your business’s private data safe online.
3. Top 5 reasons to network
In the digital era, it’s easy to forget the value of going out and meeting clients face-to-face. We put together our top 5 reasons why you should attend events and promote yourself and your practice in person.
4. How accountants make the leap to the cloud
We made it our mission to find out how accountants move their practice on to cloud-based software. With this in mind, we conducted a survey of our accountant and bookkeeper partners to get some valuable real-life insights and tips from those who have already introduced their clients to the cloud.
5. Advice: Strategies for winning new clients
In this white paper, we explored the new and creative strategies accountants are using to win new clients, especially as accounting software is becoming more prevalent. The paper contains case studies from a range of different accounting practices — and should give you some ideas for gaining new business.
6. Infographic – Why don’t small businesses use an accountant?
The next post in our list is a popular infographic we created last year — asking our business customers for their views on working with an accountant and what characteristics/skills they value.
7. Time saving techniques!
In keeping with our mission statement to ‘save businesses time so they can focus on growing their business’, we surveyed our community of accountant partners to ask what tips they use to save time on a daily basis, so they can focus on getting their job done.
8. Read Tim Fouracre’s views on building a successful business
Our last post in this list is a feature with Clear Books CEO and founder Tim Fouracre from ICAEW’s ‘Economia’ magazine. The article focuses on a group of entrepreneurs who have used their accounting background to build a successful business — Tim shares his experiences of training as an accountant and creating Clear Books.
