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Accountancy Firms and Other Professional Services

We have worked for clients in several professional services contexts, including accountants, insolvency practitioners, investment managers and insurers.

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Our approach

Any change has to take into account the firm’s unique practice, culture and context and we take pains to understand our clients so that our advice is more targeted, practical and likely to succeed. ​​

Example projects

Document management selection and implementation

Project managing firm branding refresh

Selection of CRM and finance systems

Quality assurance implementation

Knowledge management

IT strategy review

Gathering requirements for CRM and finance systems

Have a challenge that you would like to talk through?  We'd love to hear from you:

Sectors we work in

In-house Legal

Accountancy and Professional Service Firms

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