by Rob Pillans | Nov 7, 2024 | Articles, Client Management
As an accounting firm coach, consultant and mentor I interact with a lot of accounting firm owners and managers. One of the common themes during 2024 in most firms is that there is no shortage of work. In fact, it’s quite the opposite. Most firms I speak to say there...
by Rob Pillans | Sep 27, 2018 | Articles, Business Strategy, Client Management
One of the things you might hear in the accounting profession is a call to categorise or segment your clients. Typically this involves finding ways to categorise them as A, B, C or D (or something similar) and then focusing on servicing better the A’s and attracting...
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...
by Rob Pillans | May 29, 2018 | Articles, Client Management, Practice Management
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. My observations are: The shop is custom built...
by Rob Pillans | May 29, 2017 | Articles, Client Management, Leadership, Practice Management, Workflow
I have more than a passing interest in aviation. I find it a fascinating industry and as young adult in Canberra I would sit on top of a hill overlooking the airport with a small radio and listen to the conversations between air traffic controllers and pilots....
by Rob Pillans | Apr 18, 2017 | Accounting Firm Management, Client Management, Workflow
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 is effectively the last date for...
