Search by keyword, such as: divert, calls, chats …

Watch: 5 service tips for accountancy practices

Martin Bissett, founder of The Bissett Group, shares his 5 top tips for accountancy practices to improve their customer service.

He tells Louise Wilson, Head of Finance Sector at Moneypenny, how small changes can have a big impact on the service a client receives, such as:

  • Thinking about “how we can serve clients”
  • Asking about the client’s big-picture plans
  • Calling a client semi-frequently…
  • …and simply listening to them

Find out more about our accountancy answering services here.

We give you amazing people and technology:

Telephone
Answering

Your own PA to look after calls, qualify leads, book appointments, and lots more.

Discover >
Live Chat

Gold standard people and technology to handle chats on your website.

Discover >
Lead Management Service

Our team of PAs capturing every new enquiry and qualifying them during the call.

Discover >
×