Do Accountants 'advise' on things other than finance?

Grow your practice through developing 'Referral Partnerships' with your existing clients.


“The whole Enquir3 process is pure genius.  It is entirely logical and makes total sense.  As soon as Burgis and Bullock have the full system operational with our testimonials and case studies working on our website, we aim to introduce it to our clients. Finding out what clients think, working to maximise retention, referrals and cross sales and automating ‘Marketing’ as far as possible is a total no brainer, I love it.”

Sean Farnell - Partner, Burgis & Bullock  (read more about Sean)


How are you addressing the challenges facing the profession?

When asked what was most likely to cause them to 'switch' Accountants, business owners were not backward in coming forward;

  • 26% had issues with ‘communication’
  • 23% raised concerns over the relationship
  • 19% perceived poor value for money
  • 8% wanted more proactive advice

Source: client interviews across multiple accountancy practices.

Making Tax Digital (MTD), threat or opportunity...

Business owners need and want more pro-active help from thier accountant and they are 'happy' to pay for good advice:

  • Educate your clients as soon as possible
  • Engage with clients on their financial administration.
  • Help your clients improve their systems.
  • Develop new services to help your clients.

Source: Thomson Reuters – Making Tax Digital

Your clients want you to help them run a more profitable busiensses - find out how to move from 'Service Provider' to 'Trusted Advisor'.

Arrange your free, no obligation, confidential review to discover how to improve client retention and increase fee income. Call now on 0207 100 5180 or email for a call back.