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500-010 - Business Development Strategies for Accountants

If your Accountancy Practice is going to develop expertise in Practice Development activities, it will need to develop various forms and procedures for the delivery of excellent services. This paper summarises a number of forms to be used within a Practice Development practice under the headings: ...Read more
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If your Accountancy Practice is going to develop expertise in Practice Development activities, it will need to develop various forms and procedures for the delivery of excellent services.

This paper summarises a number of forms to be used within a Practice Development practice under the headings:

  • Agenda For Meeting
  • Record Of Interview
  • Action List For Meeting
  • Work To Be Performed/Job Review Sheet
  • Check List