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The Virtual Client

MGI annual conference. The Virtual Client. Mark Lee FCA CTA (Fellow) MMC Chairman of the TaxAdviceNetwork 07769 692890 0845 056 0536 Mark@BookMarkLee.co.uk. Virtual = almost.

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The Virtual Client

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  1. MGI annual conference The Virtual Client Mark Lee FCA CTA (Fellow) MMC Chairman of the TaxAdviceNetwork 07769 692890 0845 056 0536 Mark@BookMarkLee.co.uk

  2. Virtual = almost

  3. The virtual client model builds on the principles of server-based computing, but goes further to employ an integrated suite of sophisticated components, including hardware, software, security, management, and services. Thin client devices on the user side then have ubiquitous, advanced access to a personalized, portable, and consistently presented desktop - regardless of network connection, type of access device, or physical location. As a result, both IT needs and user needs can be managed more easily and with improved security features in a consolidated environment.

  4. What is the impact of technology on our working methods when dealing with clients? In the context of ‘Virtual Clients’

  5. This morning…. • Mobile Technology and Remote WorkingSpeaker: BlackBerry and 3g Comms, the UK’s largest independent provider of BlackBerry applications and telecoms solutions for business. • Online FilingSpeaker: Arthur West, Customer Insight Manager at Companies House. Arthur will provide an update on the issues of online filing at Companies House and their plans for the future.

  6. Coming up… • The Paperless Office – A Reality?Speaker: CCH • TRACK 1 – Greater Efficiency Through TechnologySpeaker: Digita • TRACK 3 – Using Technology to Win New Clients Speaker: Jo Edwards from JE Consulting

  7. Virtual Clients • …who are not yet clients • …who you service as much online as offline • …who you rarely/never meet

  8. Embed video

  9. “The biggest game-changing thing to happen to small business is Social media. It’s the key to getting your business noticed and keeping your clients engaged” - Daniel Priestley, MD, Triumphant Events

  10. My social media ‘spokes’ • LinkedIn • Facebook • Twitter • Ecademy • AccountingWeb • AccountancyAge.com • ION sites • IT counts • Tax Faculty • Tax Advice Network • Telegraph Business Club • Other media websites/comments • YouTube channel • Wordpress • Ambitious accountants • Blogger • TaxBuzz • Accountant jokes/fun

  11. Why social media? • Ensure you can be found easily • Manage your online profile/handle • Build your reputation • Influencers, contacts, clients • Future contacts and clients • Recruits, suppliers, friends of friends • PART of your marketing activity • PART of your networking strategy • Experiment !

  12. The Virtual client whom you service more online than offline

  13. Why bother? FBOs Further Billing Opportunities

  14. Online with virtual clients? • Text messaging – storage? • Secure file transfers • Dropbox • GoToMeeting

  15. Dropbox

  16. The Virtual client you rarely or never meet and where you each rely on technology to facilitate the relationship

  17. www.ion.icaew.com/itcounts

  18. MGI annual conference The Virtual Client Mark Lee FCA CTA (Fellow) MMC Chairman of the TaxAdviceNetwork 07769 692890 0845 056 0536 Mark@BookMarkLee.co.uk

  19. And when you need specialist tax support use our simple search facility to find a cost effective independent expert tax adviser Register today for your FREE weekly tax update written specifically for accountants in general practice

  20. Contact details • Mark Lee FCA, CTA (Fellow), MMC • M: 07769 692890 • T: 0845 003 8780 • E: Mark@BookMarkLee.co.uk • www.BookMarkLee.co.uk • Download free resources • Sign-up for email newsletter • Further info re Mark’s services • Mark’s blog for ambitious accountants

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