by Rob Pillans | Apr 29, 2026 | Microsoft 365 in Accounting Firms
A practical article for accounting firm owners, partners, managers and operational leaders. In simple terms Power Automate is Microsoft’s workflow and automation tool. It lets firms trigger actions automatically when an event occurs, on a schedule, or after a user...
by Rob Pillans | Mar 26, 2026 | Articles, Events
ABE has been running for a number of years now and based on feedback from people I’ve spoken with appears to have been a success in 2026. They advertise it as having about 150 speakers, 100 organisations displaying their wares and 3,000 visitors. For the most part I...
by Rob Pillans | Mar 26, 2026 | Articles, Technology
Both these tools are a part of many M365 subscriptions. So how small and medium accounting firms can use each tool effectively? A simple way to remember the difference: Microsoft Lists is best for tracking structured information; Microsoft Planner is best for tracking...
by Guest Author | Mar 26, 2026 | Articles, Guest Articles
(Thanks to guest writer Damien Greathead for this article.) Walk through the websites of ten accounting firms, and you’ll start to notice a pattern. “Tailored approach.” “Trusted advisors.” “Excellence and integrity.” “Seamless client service.” These phrases are...
by Rob Pillans | Mar 26, 2026 | Articles, Leadership
Accountability That Actually Works Most accountability conversations in professional firms go wrong for one simple reason: we confuse activity with accountability. As an accounting firm coach, consultant and mentor I hear the word accountability a lot. Partners and...
by Rob Pillans | Dec 16, 2025 | Articles
I don’t normally write a lot about regulatory stuff but these two things are really important. Anti Money Laundering / Counter Terrorism Financing Tranche 2 A while back I picked up on changes in respect of AML / CTF that pretty much all accountants are affected by....
