Ordered off: The art of removing a client

Ordered off: The art of removing a client

At a glance Offboarding difficult clients is a crucial, though often overlooked, business skill for accountants. Identify problem clients by red flags like poor communication and bad financial habits. Create clear disengagement policies and document all communications...
Beyond ChatGPT: AI gets serious about finance

Beyond ChatGPT: AI gets serious about finance

At a glance Specialised generative AI platforms are now being developed for the finance industry. Early versions like Claude for Financial Services show significant productivity gains. These tools integrate multiple data sources to automate research and reporting...