by Rob Pillans | Jul 23, 2025 | Articles
In this second article in my series on M365, I highlight Microsoft Bookings. Like Microsoft Stream, What’s in M365? Microsoft Stream for Accounting Firms – Planet Consulting which I highlighted last time, I’ve noticed that some accountants are not aware that...
by Rob Pillans | Jul 23, 2025 | Articles
As an accounting firm coach, mentor and consultant I am in and out of firms pretty much every day. One of the things I have observed is the critical role of non-techncial skills. My experience is that as a person gets more senior in a firm these skills increase in...
by Rob Pillans | Jul 23, 2025 | Articles
A few recent experiences have prompted me to come back to thinking about how client expectations are managed. In particular, I’ve reflected on a “trap” I think many firms still fall into when trying to manage and guide client expectations. It’s a trap that typically...