by Rob Pillans | Dec 18, 2024 | Articles
In 2017 I presented a session for the leaders of the firms in an association of firms in Australia. It was on lessons from 30 years in the profession and one of those lessons was “you can do more with less than you think (process and people)”. One of the key messages...
by Rob Pillans | Dec 18, 2024 | Articles, Technology
As an accounting firm coach, consultant and mentor I interact with a lot of accounting firm owners and managers. Two of the hot topics of discussion for some time now have been Artificial Intelligence (AI) and Robotic Process Automation (RPA). In many ways there has...
by Rob Pillans | Nov 7, 2024 | Articles, Client Management
As an accounting firm coach, consultant and mentor I interact with a lot of accounting firm owners and managers. One of the common themes during 2024 in most firms is that there is no shortage of work. In fact, it’s quite the opposite. Most firms I speak to say there...
by Rob Pillans | Nov 7, 2024 | Articles
Earlier this year I wrote an article with a focus on succession via internal means. Observations about succession in accounting firms – Planet Consulting I promised I’d write on the option to achieve succession through an external sale. Whether you go down an...
by Rob Pillans | Nov 7, 2024 | Articles, Technology
I’m seeing an increasing use of generative AI tools for note taking in meetings. So I thought it would be useful to summarise some pros and cons of these tools and identify some of the popular tools being used. Let me start by listing in alphabetical order the four...