2021 planning for accountants, by accountants

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

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.

Download your guide

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