by Rob Pillans | Apr 9, 2025 | Accounting Firm Management, Articles
I recently had a visit to Specsavers for my regular eye test and update of my glasses. It was a very good experience which made me realise that Specsavers could teach accountants a lot about processes and customer service. And of course in my role as an accounting...
by Rob Pillans | Apr 9, 2025 | Accounting Firm Management, Articles, Technology
In the first of a series of articles on M365, I start with exploring Microsoft Stream. It’s one of the applications that comes with many M365 subscriptions and which a lot of people are probably not conscious of. So what is Microsoft Stream, and how can it be...
by Rob Pillans | Feb 11, 2025 | Accounting Firm Management, Articles, Marketing, Planning, Technology
As an accounting firm owner I believe it wise for you to spend a little time considering what might go wrong in your business and what your “Plan B” will be. I was prompted to think about this by an unexpected event for me in January. I tried Pickle Ball (in South...
by Rob Pillans | Feb 11, 2025 | Accounting Firm Management, Articles, Marketing, Planning, Technology
As an accounting firm coach, consultant and mentor I’m privileged to see inside a lot of firms and talk to owners about what’s on their mind. Here are some of the common themes I believe will occupy the minds of accounting firm owners in 2025. The opportunities,...
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....