ACCOUNTS DIRECT TEAM
Our CRM’s look after the relationship between the firm and the client.
They are able to close leads, encourage referrals and maximise all aspects of the relationship with the client.
The CRM will also assist the client to achieve goals and capitalise on all income opportunities for all parties, many with specialised skills in their own right
Team members come from different disciplines, mainly accounts or accountancy roles. We have all run our own businesses
The management team is