Neil's Data Consultancy’s Post

Don’t just take my word for it. Don’t take our client’s words for it. Don’t even take Google’s words for it. Take UK national treasure Brad Burton’s words for it 🙏🏻👌🏻🤘🏻 #MakingFinanceFun #WestonsNo1Accountant #BusinessPartner #Consultant #TrustedAdvisor #XeroCertified #SmallBusinessBigHeart

💥💥Client Feedback💥💥 Finishing off a busy week on a positive note with a client testimonial. Having a positive impact on clients is really rewarding and makes it all worthwhile for me. And if they learn a little and take away some knowledge from working with me, all the better 👩💻❤️💪 Thank you for the kind words, I really appreciate it 👏👏 #accountant #businessowner #taxreturn #accountingservices #charteredaccountant #taxreturn #business #supportirishbusiness #womensupportingwomen

Every business owner should be thinking about the future, and that means having a **succession plan** in place! 🏢📈 Whether you plan to sell, pass it on to family, or transition to new leadership, a solid succession plan ensures your business continues to thrive after you're no longer at the helm. Here’s why a succession plan is essential: 1. **Continuity** 🔄 A well-structured plan guarantees the smooth transfer of ownership, keeping your business running without interruption, protecting your legacy, and securing the jobs of your employees. 2. **Financial Security** 💰 With a succession plan, you can protect the financial interests of both yourself and the future leaders of the business, ensuring a fair and equitable transition. 3. **Avoid Legal and Tax Issues** 📑 A well-crafted succession plan will help you avoid legal and tax complications that could arise without proper preparation. At **FSMC Bookkeeping Services**, we work closely with our network of trusted CPAs and attorneys to help you develop a succession plan that suits your unique circumstances. 🧾 We ensure your financials are in order, so you can focus on making the best decisions for your business’s future. Don’t wait—plan for tomorrow, today! 🌟 Contact us at: https://lnkd.in/gAFHUt7E #SuccessionPlanning #BusinessGrowth #LegacyBuilding #FSMCBookkeeping #FuturePlanning #SmallBusiness #BusinessContinuity #FinancialSecurity #BusinessSuccess #CPA #BusinessLaw

Cheers, Phillip, for this cracking review! It's been an absolute pleasure working alongside you these past few years! Are you experiencing struggle on starting up your business? We're here to help! Make sure to visit the link in the comments section to read more about us. #InsightCA #ClientLove #AucklandBusiness #NewZealand #BusinessOwner #BusinessGrowth #Accountant #BusinessStrategy #Cashflow

✨ 5* Review alert!! ✨ There is nothing better than receiving a positive review like this one from a wonderful partner of ours😇 Thanks Glen, for your kind words. We have enjoyed supporting your clients! #ClientTestimonial #ClientReview #SmallBusinessOxfordshire #SmallBusiness #CommericalFinance

The Foundation of Client Relationships Trust is like that invisible superglue holding long-term client relationships together—it’s not flashy, but it’s what keeps everything running smoothly! And here’s the thing: trust isn’t built overnight. It’s carefully crafted, one interaction at a time, through consistent actions, clear communication, and a genuine sense of partnership. In accounting and finance, trust is more than just getting the numbers right. It’s about being the reliable go-to, the steady hand when things get tricky, and the partner who always delivers on promises. Think of it like the anchor in a sea of uncertainty—when clients know they can count on you, they’re ready to navigate even the choppiest waters with confidence. As we kick off the week, let’s remember that building trust is an ongoing journey. Here’s to a week full of strong connections, clear communication, and making things just a little easier for those we work with. Wishing everyone a productive and trust-filled week ahead! ✨ #ClientRelationships #TrustInBusiness #BusinessSuccess #MondayMotivation #Accounting #FinanceLeadership

Let's talk TARGETS 🎯 Ookkee has been set up by business owners FOR business owners. Why is that important? Because we understand your frustrations around not understanding Jargon, the value you should receive from your outsourced accounts department and most importantly, we know how important your goals and targets are to you. With the knowledge and accuracy you get from us, we will help you get there. So, if you want to reach your business targets, and have knowledge and accuracy around your numbers, book a free discovery call and health check* with us today! 📞 🔗 https://loom.ly/-bp4vo0

Fees! It's probably the top problem I hear about from advisors… "How do I talk about my fees? I know I deliver value, but every time it comes up, I feel a little tongue-tied." "I've underpriced my services early in my career. How do I raise my fees with confidence, honesty, and integrity?" "How can I position a fee increase so my clients understand and even see it as a POSITIVE thing?" In our workshop for The Society of Advice with Blair Enns, we talked about this exact problem… and we found solutions that work! There were many things that stuck out to me about our time with Blair Enns for the April workshop. But the One Thing that was particularly impactful for me was this: The fact that you're a really awesome technical financial advisor is the most important skill you'll ever learn in the business. It's your domain expertise. But the second most important skill is the ability to get paid for it! I have called Blair a friend and a business consultant for years, and I can tell you this is true. The ability I now have… and the FEELING I have… around my value have given me permission to build the kind of business I've always wanted so I can keep having an impact. My friend, it's time to master what Blair calls The Value Conversation, and I think this workshop will get you started! What you see here are just a few clips! During this 90-minute workshop, we covered how to talk about your fees with NEW clients or raise them with CURRENT clients. ⌚ When do you bring it up? 📣 How do you say it? 💪 What if they push back? Blair, who was our workshop guest, is an absolute powerhouse at helping people close the sale and raise their rates with integrity, confidence, and dignity. He wrote the wildly popular book “The Win Without Pitching Manifesto” and recently helped an RIA firm increase revenue by 50% on new relationships by accurately pricing the value they were already delivering. Members of The Society of Advice emailed me after the workshop to tell me there was no more stumbling over their words when someone asks, “How do you get paid?” My friend, tell me… What is THAT worth?

  Every business owner needs a team of professionals who have got their back. The quality of the collaboration between the accountant, the financial adviser and/or broker will go a long way to meeting the client's goals of financial growth, resilience and security.    Are you an accountant facing any or several of the following challenges?   🦋 You are too busy to REALLY know your clients  🦋 You don't know where to find high quality client-centric professional advisers and brokers.  🦋 There is too much red tape around your professional body's requirements over referrals or recommendations  🦋 The process of collaboration has too much friction and uncertainty.   🦋 There is a lack of feedback on recommendations and you are in the dark as to what happened next.    Do you agree with these - have I missed anything?  Which one is the biggest barrier? #accountants #businessowners

Struggling to help your clients cut costs in the UK’s challenging economy? Here are three practical ways you can share cost-saving strategies on LinkedIn and stand out as a trusted expert in your region.  First, offer actionable financial tips that businesses can immediately implement, such as reducing unnecessary expenses or improving efficiency. Next, highlight case studies that showcase real success stories of clients you’ve helped save money, which builds credibility and trust. Finally, consider hosting free webinars where you provide valuable advice on managing operational costs. By sharing this type of content, you’ll strengthen your relationships with existing clients and attract new business, positioning you as a go-to firm during these challenging economic times.  Whether you're an accountant or solicitor, these strategies can help you boost both engagement and client loyalty. #accountants #solicitors #uklaw #contentmarketing #gracemaddisonmedia