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Reflections on recent events hosted by Reckon, Xero and MYOB

by Rob Pillans | Sep 27, 2018 | Articles, Events, Technology

In my role as an accounting firm coach and consultant I consider it important to attend selected industry events to keep up to date with what’s going on. That way I can share things of interest with my clients. Let me share some thoughts about three events which have...

Three advisory services you can easily provide to your clients

by Rob Pillans | Sep 27, 2018 | Articles, Business Advisory

I worry that some of the current conversations about accountants delivering advisory services are over complicating this and making it sound so much harder than it really is. First let’s define what an advisory service is. I believe an advisory service is anything...

Is there value in segmenting (categorising) your client base?

by Rob Pillans | Sep 27, 2018 | Articles, Business Strategy, Client Management

One of the things you might hear in the accounting profession is a call to categorise or segment your clients.   Typically this involves finding ways to categorise them as A, B, C or D (or something similar) and then focusing on servicing better the A’s and attracting...

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