Got 10 minutes? That’s all it takes to sharpen your practice! In this episode of the Bissett Bullet podcast, Martin Bissett delivers two actionable insights to help you grow your firm without the overwhelm.

Is your firm actually using the client data it already has? In this episode of The Bissett Bullet, we explore how overlooked client intel can unlock competitive advantage, deeper relationships, and new revenue—without big spend or complex systems.

Part 1: The Missed Opportunity

Despite being a data-driven profession, most accounting firms collect very little meaningful client information. Basic intel—like client goals, demographics, or personal context is often missing. As a result, firms fail to spot risks, miss upsell opportunities, and struggle to show real value. Meanwhile, clients feel unseen and leave.

Part 2: How to Build a Simple Data Strategy

Start small. Appoint or repurpose someone in your firm as a Head of Client Intel. Use a simple CRM (or yes, a spreadsheet to start) and begin collecting useful, legally compliant data. Prioritise Grade A and B clients. From birthdays to business goals, this intel becomes a tool for retention, upsell, benchmarking, cross-referrals, and even winning dream clients on your radar.

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Ready to grow your firm with practical, no-nonsense advice? The Bissett Bullet podcast gives you bite-sized insights you can implement today.

Visit www.bissettbullets.com for more resources.

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4impactdata is an AI-powered platform that helps firms move beyond historical reporting by delivering clear, actionable next steps for your advisory team so that you can provide more value to clients without the guesswork of dashboards. To book a conversation or demo, or to join the 10X Advisory Cohort with resources from Martin, along with 10% off your first year’s subscription, visit 4impactdata.com

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ProNation is a global community for accountants and bookkeepers that gives you peer-to-peer support, expert guidance, and proven strategies to run a more profitable, efficient, and impactful firm. Led by Will Farnell, Lucy Cohen, and Martin Bissett, it helps practices of all sizes grow with confidence and better serve their clients.

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In association with CPA Trendlines