RQ

The best event of the year is just around the corner... If you're heading to Manchester next week for Accountex North, say hello 👋 at stand K12. Check out the map below (screenshot or save it so you don’t forget). We’ve marked a few of our friends to help you navigate. Looking forward to seeing you there! Telleroo, Frontline Accounting, Engager.app, Swoop, Buddy - Making Payroll About People, 2020 Innovation #AccountexSummitManchester #ASM24 #ACXManchester  📍 Map attached!

🚀 Big News: RQ is now in Outlook! You can now send, track, and manage referrals directly from your Outlook inbox 📧. No extra tools, no extra hassle! - Send & receive compliant, automated referrals ✅ - Track cases & view referral stats 📊 - Access relationship data & manage partners 🤝 We built this to make life easier for advisers while ensuring compliance every step of the way! Ready to try it? Search "RQ referrals" in Outlook Add-Ins and get started today! https://lnkd.in/eQYd6sEh #OutlookAddIn #ReferralsMadeEasy #Fintech #Compliance

According to a recent survey, a staggering 42% of accounting firms are turning away work due to a shortage of qualified staff! 🤯 My question - if you are at capacity (or its a service your client needs, but you don't offer it) why not refer this work to someone who can do it? Your client will be happy 👍 You get referral income 👍 The referral partner gets additional work, everyone wins! 👍 Book a meeting with me at RQ to find out more: https://lnkd.in/ef3J69AF

Great information shared to bring a focus and understanding on the risks and opportunities that come from referrals. Please reach out to RQ and thanks to Johnny Ridd for sharing Best Mike

"We identified gaps in accounting for unregulated commission and/or referral fees at 69 firms." "We identified issues relating to referrals to restricted advisers at 51 firms." This from ICAEW's latest Practice Assurance Monitoring Report. Tidying up these issues is why RQ exists! If you're of one these #accountancy firms - or unsure if you might have some 'hidden' issues, be sure to reach out to the RQ team for a chat: https://lnkd.in/ePQ8bTQn David Norris John Gaskell MBA CPA, Chartered Wealth Manager, Chartered FCSI Dean Neaves Julie Corkish John Toon Keith Lesser Ⓥ 🌱 Richard Brewin, FCA Andy Page . Steven Reynard Paul Barnes Keaton Halai Harry McAdoo More here: https://lnkd.in/eC3JUUEH

"As your #accountant, we need to know what you want our of life so that we have context for why you set up your business and what you want to get out if it..." Paul Barnes explains why really knowing your clients enables his firm to deliver better advice and help clients achieve the outcomes they want from their business. Great firms like MAP use RQ to uncover insights on their clients as individuals and integrate it into their advisory offering... without adding to their workloads! See more: https://lnkd.in/ewU9JCCD #RKYC

There's less than a week to go before the UK's best accounting event, the Digital Accountancy Show! If you haven't got your ticket yet, there's still time - join us and over 3,000 accountants at Evolution London in Battersea Park, for a curated line-up of 100 thought-leaders, subject-matter experts, and accounting pros. If you are coming along this year, you'll find us on stand E25 throughout the event, and hosting a talk on the Advisory stage at 10:00 AM on April 17th (Day 2). We'll be exploring why accountants often don’t know their clients as well as they could, and how firms can fix it - alongside Paul Barnes, Managing Director of MAP, and John Gaskell MBA CPA, Chartered Wealth Manager, Chartered FCSI, Head of Personal Financial Planning at ICAEW. Drop us a message if you're coming along and want to chat about RQ, or come and say hi during the event! #DAS24 #accountant #cloudaccounting

It’s official, I’m speaking at the Digital Accountancy Show in April 💪 I’ll be joined by a curated line-up of 100 thought-leaders, subject-matter experts, and accountants & bookkeepers that come together to share their secrets. Join me and over 3,000 accountants at Evolution London in April: https://bit.ly/3MgNolZ #DAS24 Digital Accountancy Show RQ

"RQ Certified is a quality mark for client care, compliance and practice management, awarded to those Financial Planning firms which show the highest standard of client care, technical expertise, risk management and governance." ⭐ It demonstrates to your clients, your professional partners, your insurer, and the FCA that you’re one of the best professional firms to work with. To learn more about Certified and join the waiting list, visit us here: https://lnkd.in/e5nYCK8Z #financialplanning