by Rob Pillans | Dec 16, 2025 | Articles, Marketing
Earlier this year I asked sales and marketing guru, Damien Greathead (17) Damien Greathead | LinkedIn to present to some of my larger clients on the subject of marketing. He gave an excellent presentation which he called 5 Marketing Trends for the Modern Accounting...
by Rob Pillans | Dec 16, 2025 | AI, Articles, Technology
As an accounting firm coach, consultant and mentor it would surprise no one that one of the things that I get asked about a lot is AI and how to use it to good effect inside firms. I’ve also been a little disappointed in some instances that firms have not invested...
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...
