by Rob Pillans | Nov 18, 2020 | Articles, Planning
The end of the calendar year is rapidly approaching and for many it probably can’t come soon enough. I’ve been turning my mind to some things accounting firm owners and managers could benefit from thinking about at this time. In my experience December and January can...
by Rob Pillans | Oct 20, 2020 | Articles
There are many ways an accounting firm (and other businesses) can win new clients. Today I want to focus on referrals – why they are important and what my experience with Steve the pool guy demonstrates in a powerful way. Let me tell you about Steve the pool...
by Rob Pillans | Oct 20, 2020 | Accounting Firm Management, Articles
In considering this I want to break those needs into four categories: Needs the client has identified and is having met by you (Example – annual accounts and tax returns) Needs the client has identified and is having met by another provider (Example – bookkeeping or...
by Rob Pillans | Sep 23, 2020 | Articles
I’ve been working in and with accounting firms for thirty plus years and one of the things I’ve observed is just how important having a good shareholder agreement is. For some firms this will be known as a partnership agreement because they operate as a partnership,...
by Rob Pillans | Sep 23, 2020 | Articles
Recently I’ve had quite a few conversations with clients about when to hire the next person into their accounting firm and what role it should be. I hold the view that as a business owner you should always know what role your next hire will be and roughly when that...
