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Making the most of 2021
To help you prepare for the year ahead, we’ve created a guide for accountants by accountants.
Accountants from over 150 organisations shared that they are prioritising client retention, growth and acquisition for their strategic 2021 goals according to a Capitalise survey. While pursuing these initiatives, 88% will focus on raising finances to better support clients. Download the guide for insights on what your firm can implement to help clients this year.
The guide covers:
- How and why firms need to change with the times
- Using cash flow projections to maintain strong balance sheets
- Triaging and segmenting your clients to increase work efficiency
- Long-term plans post-pandemic trading
- Raising, recovering and protecting capital
- Automating services to identify future advisory opportunities
- Formalising Advisory Services in your practice
If you'd rather talk to us directly, just book in a consultation with our team.