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....
by Rob Pillans | Dec 16, 2025 | Articles, Technology, Workflow
This is the third article in my series on tools that come as part of the M365 suite. Forms is not a tool I hear many people talking about, but it strikes me there some good reasons why firms on a tight IT budget in particular, might want to investigate it further. In...
by Rob Pillans | Dec 16, 2025 | Articles, Marketing
Earlier this year I asked sales and marketing guru, Damien Greathead (17) Damien Greathead | LinkedIn to present to some of my larger clients on the subject of marketing. He gave an excellent presentation which he called 5 Marketing Trends for the Modern Accounting...
