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 | Jun 23, 2020 | Accounting Firm Management, Articles
I know this sounds a little farfetched but let me explain! It was in my preparation for a workshop I was running that I found myself thinking that accounting firm management is indeed just like wine making! I’ve always viewed wine making as a mix of science and art....
by Rob Pillans | Oct 29, 2019 | Accounting Firm Management, Articles, Business Strategy
I was listening to a podcast from the USA which was an interview of the founder of a successful small firm in the USA. One of the things this firm does is weekly billing for its virtual CFO service clients. This is the first time I have heard of weekly billing but as...
by Rob Pillans | Sep 11, 2019 | Accounting Firm Management, Articles, Leadership
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 the manager in successful firms. Here are nine skills I reckon great managers inside accounting and advisory...
by Rob Pillans | May 30, 2019 | Accounting Firm Management, Articles, Workflow
One of the training sessions I run for accountants is Effective Delegation . At a recent session we talked about the process for briefing an accountant on a typical compliance job. In some firms I see a well structured, standardised process that requires the director...
by Rob Pillans | Apr 3, 2019 | Accounting Firm Management, Articles
For Australian accountants 15 May is a significant date. As Tax Agents you are subject to the ATO’s lodgment program framework which at its core requires you to lodge 85% or more of your clients’ current year returns on time. 15 May 2019 is effectively the last date...
