Marcus Chan’s Post

In this week's blog ("What Can Smart Account Planning Strategy Do for Your Small Business?"), we discuss why you might want to adopt strategic account planning for your business. https://lnkd.in/gBbjA76R #smallbusinessowner #businessadvisory #cpa #oakville

Mastering #capacityplanning is essential for #accountants to optimize resource allocation and workflow efficiency. Discover strategies and tools in our guide to enhance productivity and client service excellence. Get your copy now! ☑️ https://hubs.ly/Q02Csm_N0

Running a successful advisory practice means juggling a lot of responsibilities. At Priority Financial Group, we take the operational burden off your plate—from admin and compliance to billing and tech support. Ready to refocus on your clients? Let us handle the details, so you can prioritize what matters most! #IndependentAdvisors #BackOfficeSupport #ClientFocused

𝗠𝗮𝘅𝗶𝗺𝗶𝘇𝗲 𝗬𝗼𝘂𝗿 𝗙𝗶𝗿𝗺'𝘀 𝗕𝗶𝗹𝗹𝗶𝗻𝗴 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 𝗮𝗻𝗱 𝗠𝗶𝗻𝗶𝗺𝗶𝘇𝗲 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝘃𝗲 𝗢𝘃𝗲𝗿𝗹𝗼𝗮𝗱 Are your internal processes set up to capture the full value of your team's efforts while reducing inefficiencies? Here are 6 critical questions every legal professional should ask to optimize operations and boost profitability: 1️⃣ Are inefficiencies in time tracking leading to revenue leakage? Think about those quick tasks—responding to emails, back-and-forth messaging, or small client updates. Are these being captured effectively in your time logging process? 2️⃣ Is our billing system transparent and client-focused? Does your software generate clear, detailed invoices that reduce disputes and accelerate payments? Transparency builds trust and ensures faster client approvals. 3️⃣ How much time is spent on manual drafting of standard documents? Contracts, pleadings, and other templates—how much time does your team spend creating or proofreading them? If systems can automate this, why isn’t it happening? 4️⃣ Do we have real-time visibility into case budgets and profitability? Can you instantly identify unprofitable cases or activities and take corrective action to protect your bottom line? 5️⃣ Are we leveraging data analytics to enhance billing practices? Can you accurately forecast revenue based on current caseloads and resource allocation? If not, you’re leaving insights—and money—on the table. 6️⃣ Are our systems fully integrated to minimize duplication and errors? Manual data entry and toggling between platforms waste valuable time. Are your practice management, billing, document management, and communication tools working seamlessly together? 💡 Which of these areas resonates most with your firm? Let’s discuss how to make them work for you.

Accurate year-end accounts are crucial for your business’s success. Our expert team will ensure everything is in order, so you can make informed decisions for the future. www.beaconaccountancy.com #YearEndAccounts #BusinessPlanning

Discover the secret to standing out in the accounting industry: #clientcollaboration! Our guide explores how collaborative synergy enhances client experience, fosters trust, and drives business growth. Let's redefine client relationships, one collaboration at a time!

What exactly is the role of a business owner?

Manage your contract data seamlessly with our Contract Management solution. Streamline operations, maximise contract value, and pave the way to better financial outcomes. Our effective solution enhances strategic decision-making and helps to transform fragmented processes into greater efficiency and growth. 📈 📄 Find out more: https://lnkd.in/e5E6Qh-n #HousingIndustry #ContractManagement

You can handle it! Course you can. But do you really want to if you can get someone else to do it for you? There are four excellent reasons why you should use a records management company. I'm sure I could think of more, but in this video, I only give you four! But they're absolutely the best reasons. Leave it to the pros - we manage the records, leaving you to get on with your daily business. #boxstorage #secureshredding #localshreddingcompany #SMBRM #makinglifesafer