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Risk Management for Accountants: What’s your Plan B?

Risk Management for Accountants: What’s your Plan B?

by Rob Pillans | Feb 11, 2025 | Accounting Firm Management, Articles, Marketing, Planning, Technology

As an accounting firm owner I believe it wise for you to spend a little time considering what might go wrong in your business and what your “Plan B” will be. I was prompted to think about this by an unexpected event for me in January. I tried Pickle Ball (in South...
Seven accounting firm themes for 2025

Seven accounting firm themes for 2025

by Rob Pillans | Feb 11, 2025 | Accounting Firm Management, Articles, Marketing, Planning, Technology

As an accounting firm coach, consultant and mentor I’m privileged to see inside a lot of firms and talk to owners about what’s on their mind. Here are some of the common themes I believe will occupy the minds of accounting firm owners in 2025. The opportunities,...
Year end – A time for reflection and projection

Year end – A time for reflection and projection

by Rob Pillans | Dec 18, 2024 | Articles, Planning

I love the end of a calendar year. It’s a time for family Christmas celebrations in many households, including mine. It’s summer and there are some extra holidays to be had. There is generally a positive vibe in the community. These are all good things, but perhaps...
Making the most of the lead up to the end of the year

Making the most of the lead up to the end of the year

by Rob Pillans | Nov 18, 2020 | Articles, Planning

The end of the calendar year is rapidly approaching and for many it probably can’t come soon enough. I’ve been turning my mind to some things accounting firm owners and managers could benefit from thinking about at this time. In my experience December and January can...
What does succession look like inside accounting firms?

What does succession look like inside accounting firms?

by admin | Oct 20, 2020 | Articles, Planning

Succession could be defined as the process by which the current owner/s of a firm transition and handover ownership to new owner/s. When I say handover I don’t mean for free! The usual situation will be a sale of equity to new owners, often on a stepped basis over a...

Looking after yourself and your clients in a most challenging time

by admin | Mar 17, 2020 | Articles, Planning

Bushfires, floods and a pandemic. Most people could never have imagined just how challenging the start to 2020 would be. The hot topic right now is of course COVID-19 / Corona Virus with the situation very fluid. I was involved in quite a detailed conversation with...
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Recent Articles

  • Tasks to complete before 15 May and 30 June
  • What Specsavers teaches accountants about process
  • What’s in M365? Microsoft Stream for Accounting Firms
  • Risk Management for Accountants: What’s your Plan B?
  • Seven accounting firm themes for 2025
  • Time sheets or no timesheets, that is the question! The pros and cons of using timesheets in an accounting firm
  • Observations from Travel in Denmark, Lithuania, Latvia and Estonia
  • Year end – A time for reflection and projection
  • Something useful from Elon Musk for accountants
  • Observations on AI and RPA in accounting firms
  • Time to ditch some clients?
  • Succession via an external sale – some things to keep in mind
  • Using Generative AI Note takers in your meetings
  • Observations from travel in Vietnam, Cambodia and The Cook Islands
  • Do you do these four types of training in your accounting firm?

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