Industry guides
Guides for accounting firms
The enquiries that arrive after hours, the questions your team answers ten times a day, and the leads that go quiet before anyone replies. 22 practical articles on fixing them for accounting firms.
See how SpideyChat works for accounting firmsRental Income Questions From Accidental Landlords
People become landlords by circumstance and find out about the tax afterwards. Example conversations that turn worry into a client.
Business Structure Questions Asked at the Wrong Time
Owners ask about incorporating in January and decided in March. Myths about answering structure questions, and when the conversation should happen.
Monthly Fee Questions From Businesses Comparing Bookkeepers
Owners compare monthly quotes that cover different things. A worked example showing what actually drives a bookkeeping fee.
Receipt and Record Questions Clients Ask All Year
Clients ask what to keep and for how long, constantly. Example conversations that answer the administration without touching tax advice.
Software Migration Questions When Changing Bookkeeper
Owners stay with a bookkeeper because moving the data feels impossible. A playbook for making a handover feel safe.
Catch-Up Bookkeeping Enquiries From Behind Businesses
Behind businesses enquire in a panic and expect judgement. A teardown of why these enquiries stall and how to make them easy to send.
Landlord and Rental Income Tax Enquiries
Accidental landlords arrive late and unprepared. A playbook for handling rental income enquiries and getting the records in before the deadline.
Self Employed Tax Questions Asked Throughout the Year
Sole traders ask tax questions all year and most firms only engage in January. Example conversations for answering safely and staying useful.
Software and Handover Questions When Switching Bookkeepers
Switching bookkeeper feels risky and awkward. A step-by-step playbook for answering handover questions and making the move feel safe.
Fee Questions Before Hiring a Tax Preparer
Nobody wants to ask what a tax return costs. Example conversations that answer fee questions plainly and turn price shoppers into clients.
Monthly Bookkeeping Package Questions
Bookkeeping packages are compared badly because nobody explains what is inside them. Example conversations that make monthly pricing understandable.
Bookkeeping Enquiries From Owners Behind on Their Books
Most bookkeeping enquiries start with embarrassment. A teardown of why these leads go cold and how to make catching up feel possible.
Document Checklists Tax Preparers Send Every Season
Every tax season begins with the same document chase. A checklist of what clients need to send, why each item matters and how to stop asking twice.
A Practice Manager's January Before and After
January is the busiest month for many accountancy practices. A walk through a practice manager's January before and after moving routine questions online.
Accountancy Website Mistakes That Lose Small Business Clients
Accountancy websites often use jargon and hide fees, losing the small businesses they want. The common mistakes and what business owners actually look for.
Fixed Fee Questions Every Accountancy Practice Hears
Small businesses want to know what an accountant will cost before they get in touch. Example conversations for answering fixed fee questions clearly.
Onboarding Checklists That Stop Endless Document Chasing
New accountancy clients often send documents piecemeal, causing weeks of chasing. A checklist for onboarding that gets the right records in first time.
Startup Founders Looking for Their First Accountant
Founders starting a business often do not know what they need from an accountant. Why their enquiries stall and how practices can guide them clearly from day one.
Switching Accountants and the Questions New Clients Ask
Business owners unhappy with their accountant often hesitate to switch. Example conversations for answering switching questions and making the move feel easy.
Where an Accountant's Website Should Stop Short of Advice
Accountancy websites can explain services and fees, but tax advice needs an accountant. Myths about where the line sits and how to keep online answers useful.
New Client Enquiries Accountants Answer Too Slowly
Small businesses looking for an accountant often wait days for a reply. Why slow responses lose accountancy clients and how practices can reply faster.
Tax Deadline Rushes That Bury Accountancy Inboxes
Tax deadlines flood accountants with enquiries just when they are busiest. Why deadline rushes lose clients and how to answer routine questions automatically.