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What’s the key to keeping clients happy?
It costs five times as much to attract a new client than retain an existing one, so how do you stop customers walking away?...
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How to best manage digital sales and point-of-sale data
Find out why having clients selling on multiple digital platforms doesn’t need to be an accounting headache. Brought to you by Dext...
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Why e-invoicing is an essential for CAs and clients
CA ANZ members are discovering how e-invoicing can assist to reduce costs and lift productivity. Brought to you by Intuit...
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The secret that lawyers wish all accountants knew
When accountants share the advisory load with a reliable legal partner it can lead to better client outcomes...
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Take the confusion out of the home loan journey
Digital-first Finspo wants to be the mortgage broker accountants are happy to refer to clients. Brought to you by Finspo...
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Conflicts of Interest Guide 2021
A guide to assist members navigate conflicts of interest by application of the Code of Ethics for Professional Accountants and other relevant standards and regulations.Australian tax agents: this...
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NZ accounting businesses prime targets for cyber attacks
NZ professional services firms have become high-value targets for cyber criminals. Brought to you by Crombie Lockwood...
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The right succession planning for your clients
Accountants can deliver an in-demand service to clients with this business valuation tool. Brought to you by Succession Plus...
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A fast and simple solution to the client engagement letter burden
Streamlining client engagement, onboarding and payment collection for accounting firms. Brought to you by Practice Ignition...
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Navigating a practice beyond a client-led advisory services model
Replace ad-hoc engagements with structured, standardised services that deliver more value. Brought to you by Fathom...
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The right succession planning for your clients
Accountants can deliver an in-demand service to clients with this business valuation tool. Brought to you by Succession Plus...
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Inform me
Resources and ideas to help navigate the changing way we do business...
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Ethics for Sustainable AI Adoption
Global research exploring how accountancy and finance professionals can drive ethical and sustainable adoption of Artificial Intelligence (AI). Published by by ACCA and CA ANZ, supported by the...
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Addendum to the Engagement Letter Tool (Australia): Valuation Services
A toolkit containing sample tailored engagement letter clauses for a valuation engagement conducted in accordance with APES 225, designed to be applied in conjunction with CA ANZ's Engagement Letter...
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7 powerful daily habits for accountants
Winning – and keeping – clients involves some soft skills that can be easily developed. Here’s how...
