Published Date: 1-December-2017
This time of year marks the end of the rush of last-minute issues as corporate and private tax returns are filed. But in that flurry, have accountants taken time to talk to their clients about their strategic plans be they short, medium or long term? Firms can suffer from a bunker mentality developing between their functional areas as the pressure to complete time specific tasks ramps up.
‘Tis the season for reflection, thought and projections. Business owners are now thinking about 2018 and beyond. They welcome these types of discussions.
CIEX’s data analytics show that over 65% of all hits to the site go straight to the page where member accountancy firms are listed. Tim Counihan (Director CIEX) believes this shows the need for accountancy practices to ensure that they talk to their clients regularly about their strategic plans. “The concept of waiting for a client to drive conversations about strategy is a thing of the past, as the conversation may well be taking place somewhere else”. Yes, at this time of year the spectre of proactive vs. reactive needs to be addressed.
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