All posts in the Tips category

What Makes a Compelling Case Study for Accountants

Case studies, sometimes called Client or Success Stories, are a tried and tested marketing tool that tells the story of how a company solved a client’s particular pain point. They have traditionally been in written format, but with the rise of popularity in video there’s been a notable increase in video case studies. What purpose […]


How to incorporate Client Experience (CX) in your accountancy firm

Client Experience has been around as a buzz word in the marketing arena for a few years now, but what exactly does it mean, what is its importance, and how can accountancy firms embrace it? Recent research has shown that client experience will replace price as the key differentiating factor by 2020, so it’s definitely […]