reports, guides and datasheets

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Guides and Datasheets

How to protect small businesses in 2023

The Accounting talent war: strategies for staff retention

 In today's competitive landscape, top talent is in high demand, especially with big firms outbidding others. challenges like Covid, the Great Resignation, and the quiet quitting trend add                                        uncertainty. Gen Z is actively seeking new opportunities, with a                        7% increase in expected job changes according to PWC. 

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How to protect small businesses in 2023

Attracting and retaining your perfect clients

 Accountancy is becoming an ever more crowded market.

Between 2018 - 2022, IRIS estimates there has been a 40% increase in small practices and bookkeepers. As a result, established firms can no longer rely                              solely on their credibility due to capacity constraints. 

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How to protect small businesses in 2023

Pricing: building MRR with value-based services

According to recent research, adjusting “pricing structures” is listed as one of the 5 biggest challenges accountancy firms are currently facing.
Value-billing is becoming the norm. When feasible, a monthly recurring revenue                        (“MRR”) model is preferred by accounting practice leaders and clients. 

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How to protect small businesses in 2023

Strategies and challenges from top UK accounting firms 

With ever-shifting macroeconomics, margins shrinking, competition increasing,  and constant technology challenges, learn how top UK accounting firms have      implemented certain strategies to keep above of the game.

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How to protect small businesses in 2023

How to protect small businesses in 2023 

UK small businesses have continued to show resilience over the past few years with rising inflation, interest rates and a recession. Get ahead this 2023, and find out what trends are coming and how to best protect against them. 

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Client tools guide

Client tools guide 

Going beyond the basics for clients has been challenging, especially in current times with less time and fewer staff. Find out how you could go the extra mile with advice from other firms on how they are achieving this.

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Firms of future report

Firms of the future research report 

We surveyed 500 accountants in the UK to see how their post-pandemic client relationships have evolved. Find out how your compare.

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Business finance one pager

How to supercharge your client conversations 

Getting your clients to open up and talk is the first step towards a better future.

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Business finance one pager

Opening up a whole new world of funding for your clients

A datasheet to help your clients find the best routes to business finance 

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Future-proof your clients with Capital Advisory

Leveraging data and tailoring client advice 

A guide to unlocking your clients full potential with data

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Future-proof your clients with Capital Advisory

How to work the debtor book to grow your client's business 

Discover how to help your clients leverage strong business health and achieve further growth.

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Future-proof your clients with Capital Advisory

How to recover your client’s capital

A guide for accountants exploring how they can assist clients in recovering bad debts with a no-risk solution.

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Future-proof your clients with Capital Advisory

How to raise your client’s capital

A guide for accountants exploring the key ways to raise capital for clients and how to prepare them for success.

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Future-proof your clients with Capital Advisory

Future-proof your clients with Capital Advisory

This guide will help you understand the various ways in which you can support your clients to be future-proof

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Super-deduction tax allowance resources

Use super-deduction to help build your client's business

Find out how to help businesses cut their tax bill by 130% when they invest in new plant and machinery.

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How to protect your clients capital

How to protect your client’s capital

Help your clients make the most of the UK government Recovery Loan Scheme with our Recovery Loan Scheme starter pack

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Recovery Loan Scheme starter pack

Recovery Loan Scheme starter pack

Help your clients make the most of the UK government Recovery Loan Scheme with our Recovery Loan Scheme starter pack

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Capital as a business advisory service

Capital as a business advisory service

A free guide for accountants on how to strengthen your firm's services with Capital Advisory and support your clients throughout their business journey.

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Debt recovery

Debt recovery and dispute resolution

Find out how you can give your clients a lift, at a time they need it most

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Funding, buying and selling your accounting practice

Funding, buying & selling your accounting practice

The guide maps out what you need to be doing now, to ensure you're ready for the future

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2021 planning for accountants, by accountants

2021 planning for accountants, by accountants

Find out what other firms are planning for 2021 and what you could do to help your clients.

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Charging for funding services

Charging for funding services

Find out how accounting firms price and charge for funding services.

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Charging for funding services

Create a culture of funding within your practice

Get a deeper understanding of the funding market and how to initiate and navigate funding conversations.

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