Some tasks to focus on before 15 May 2022

Some tasks to focus on before 15 May 2022

At this time of year in Australia accountants are turning their mind to tax deadlines. First 31 March and then most importantly for most, 15 May. I trust you are on top of what you wanted to get done before 15 May. The pandemic has added to the workload and I know...
Put yourself in the shoes of each client

Put yourself in the shoes of each client

I’ve recently had a couple of hotel experiences which have reinforced the importance of being able to put yourself in the shoes of your clients and understand what they are thinking, feeling and doing at each stage of their journey with you. Hotel Experience 1 Well...
Tips for using your calendar better

Tips for using your calendar better

As an accounting firm coach, assisting firms across Australia, I am very reliant on my calendar in Microsoft Outlook. I use my calendar not just for client and other appointments but for appointments with myself for getting tasks done. I also use it for both personal...
The why and how of managing client expectations

The why and how of managing client expectations

When I was a senior accountant in business services, one of my managers shared with me some tips which were some of the wisest words I have heard. He talked to me about managing expectations. It made a big difference to how I interacted with clients and colleagues...