Best Practice for Your Firm's Database

Find out how practitioners of all different shapes and sizes are tackling the subject of having various different databases, not having a clear knowledge of who their customer is or their needs, what the typical pitfalls are and how to avoid them.

From the key insights and takeaways from this session you will discover:

  • The major stumbling blocks to building an effective CRM

  • The major breakthroughs that successful firms have made

  • What is at the core of stopping a practice from making the progress they want

Go behind the scenes to find out what practitioners really think and feel and what our discussion leaders CCH are doing to help the profession develop their practices on to the next stage of commercial development.

This is the first of three sessions presented by Martin Bissett and Wolters Kluwer, focusing on CRM, the next two sessions will be about workflow and the wider practice management. The 3 session recordings are available to purchase in advance, at a special discount price via the button above,  or you can purchase this first session separately for a limited time.

Session 1: Best Practice for Your Firm's Database presented by Lee Bennett (available now September 2021)

Session 2: Automating your practice and task management using workflows presented by Nick Moss (available late October 2021)

Session 3: Maximising the potential of your data with business intelligence tools presented by Ian Elder (available late November 2021)

 


Meet Martin Bissett

Martin Bissett is the founder of the Upward Spiral Partnership (USP), the international consulting firm that specialises in enabling the accounting profession to win higher-end clients, create leaders from their ranks and save lives.

His professional purpose is to alert the accounting profession to the profound outcomes that their advisory expertise can create in the lives of their clients.

At the same time, he also alerts the accounting profession to the profound difficulties that can arise in the lives of their clients when they choose not to educate their clients about the impact that their advisory expertise can have.

The Upward Spiral Partnership is the 4th business Martin has played a key role in building and the first of his own. 

In the first 5 years of USP, Martin has: 

  • Been engaged/retained by 4 of the World's Top 10 Accounting associations and 6 of the Top 10 in the UK. 
  • Authored 9 books including Passport to Partnership, content from which has been adopted into the curriculum of AAT Level 3 courses, and taught in selected UK colleges and US CPA Societies.  
  • Been retained by Accountingweb as a judge of their prestigious practice excellence awards for three years in a row. 
  • Been highlighted as ‘one to watch’ in AccountingToday’s Top 100 Most Influential countdown for 2 years running. 
  • Spoken on 4 continents. 
  • Created several trademarked items of intellectual property including the ACCOUNTS™ system and ‘Martin’s Relationship Pricing™’ Model. 
  • Written for several professional publications including AccountingToday, AccountingWeb, CPA Practice Advisor and Chartered One. 
  • Sat on many international expert panels and guested on professional podcasts in the US, UK, and Australia. 
  • Sits on a parliamentary steering committee tasked with bringing advisory services to the fore in the accounting profession. 


The outcome of Martin’s work is profitable new business for the practices he is engaged by, alongside the fine-tuning of teams of partners and emerging leaders who can develop new business by increasing their commercial awareness for themselves, without significant ongoing third party assistance. 

Previously, Martin served 10 years as a director (appointed at age 26) on the board of a marketing consultancy firm serving the accounting profession. There, he held the responsibility for the growth of the client base including six of the U.K.’s top 30 accountancy firms. 

He now coaches, mentors, speaks, trains and consults with accounting firms worldwide.

In total, he has worked with over 1800 firms of accountants and found it unnecessary to keep track of his contributions to the new business growth of those firms once it surpassed £500m collectively. 

Introducing

Wolters Kluwer Tax and Accounting UK


Wolters Kluwer Tax and Accounting UK is a global information, software and consultancy provider, specialising in tax and accounting. They support their customers at every stage, giving them the expert knowledge and software that they can rely on to improve their efficiency, navigate change and adhere to the needs of regulators and customers alike. 

By combining their expert knowledge with their passion for developing future-forward technology, Wolters Kluwer Tax and Accounting UK is a global leader at meeting the needs of their customers.

Experts in providing information, software and services to tax executives who work in complex, compliance-driven environments, Wolter Kluwer's Tax and Accounting UK's innovative and mobile technology creates a future-proofed, end-to-end tax and accounting system, to suit the needs of their clients. 

CCH Central is the one-stop-shop for tax and accounting compliance and practice management with which to manage a clients’ core compliance work from a single screen with access to their accounts and tax returns as well as document and communications.