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...
by Rob Pillans | Feb 26, 2019 | Accounting Firm Management, Articles, Technology
All the accounting firms I work with or visit have an office of some sort. Increasingly they have workers who are not based in that office. They work either part or full time away from the office. For example a Sydney firm has a senior accountant on the Gold Coast and...
by Rob Pillans | Aug 30, 2018 | Accounting Firm Management, Articles, Business Strategy, Client Management
As an accounting firm coach I travel quite a bit to work face to face with accounting firm owners. As a result, I spend a bit of time in hotels. I like to try different ones and am constantly surprised by what they don’t get right. It also struck me that there are a...
