Book Mark Lee Blog
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Mark Lee FCA is an accountancy-focused Speaker, Mentor, Influencer, Author, and Debunker. He helps accountants and tax advisers secure better reach, referrals, and results. Mark always shares simple analogies and acronyms to help highlight many of his key messages. He ensures that his audiences can recall his advice and so will remember how they want to be remarkable, referred, and recommended..
Book Mark Lee Blog
13h ago
Some accountants have all the leads and new business enquiries they can handle, want or need. Others want more business and I regularly see questions from such accountants on facebook and other online platforms. They want to know what works best (for others) so they can decide where to invest their time, effort and maybe ..read more
Book Mark Lee Blog
1w ago
A journalist once surprised me with a question I wasn’t anticipating: “What is the worst mistake accountants can make when they are trying to ‘close’ a prospective client?” When I later reflected on my instinctive reply I was satisfied it contained good advice – especially as some accountants may be unaware they are making this ..read more
Book Mark Lee Blog
2w ago
Most professional advisory firms are simply named after their founders. Some retain the names of just the first two or 3 partners. The longest I have found, unless you know better, was a small Los Angeles entertainment firm, once known as: Ziffren, Brittenham, Branca, Fischer, Gilbert-Lurie, Stiffelman, Cook, Johnson, Lande & Wolf. I pity the ..read more
Book Mark Lee Blog
3w ago
Some years ago I undertook some research among a group entrepreneurs and business owners – I asked them to talk to me about their accountants. My notes of those conversations formed the basis for a series of 3 articles I wrote for AccountingWeb. They all stimulated much online discussion. During a tidy up I found ..read more
Book Mark Lee Blog
1M ago
There’s a simple equation: More leads = more clients = more fees = more profits. At least that’s the theory. For the equation to work the leads we generate need to be those we want. Typically that means people who need our services, can afford to pay for them and who we would be happy ..read more
Book Mark Lee Blog
1M ago
Earlier this year I told an accountant that they shouldn’t spend time and money on a website for their practice. The last time I gave such advice to accountant was back in 2018. Back then I then explained my advice on Linkedin and sought feedback on my views. That post secured almost 27,000 views as ..read more
Book Mark Lee Blog
1M ago
The appalling story below is true but, as I have no desire to embarrass anyone, I have not identified the client, the firm or the partner concerned. Instead, I have identified seven practical tips that smaller firms can learn from the blunders outlined below. The tips may not be ‘new’ but I think the context ..read more
Book Mark Lee Blog
1M ago
This is a perennial question and one where I have shared my views with hundreds of accountants over the years. But not on my blog until now it would seem. So I have taken a recent question I saw on a Facebook group and have amplified my response below. For balance I have also shared ..read more
Book Mark Lee Blog
2M ago
We’ve all had them. The client who sends a detailed letter/email listing a load of issues and problems. Sadly I can recall receiving the odd one or two such missives when I was in practice. I remember the feeling of indignation. The frustration at the unfairness of the accusations. The unreasonableness of the assertions and ..read more
Book Mark Lee Blog
2M ago
You are experienced, good at what you do and yet, you sometimes feel you need validation as to your value as an accountant – especially if you are a sole practitioner, running your own practice. Perhaps, like so many others, you resort to over-preparing, over-working, seeking perfectionism, and comparing your reality with a flawed perception ..read more