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Are you ready for weekly billing of your clients?

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...

Nine Skills Great Accounting and Advisory Firm Managers Display

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...

The value of a 5 minute brief before a job is started

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...

Accountants – 8 steps to be ready for 15 May 2019

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...

Some pros and cons of having all or part of your workforce away from your office

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...

Lessons for accountants from my recent hotel experiences

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...
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