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What’s in M365? Microsoft Stream  for Accounting Firms

What’s in M365? Microsoft Stream for Accounting Firms

by Rob Pillans | Apr 9, 2025 | Accounting Firm Management, Articles, Technology

In the first of a series of articles on M365, I start with exploring Microsoft Stream. It’s one of the applications that comes with many M365 subscriptions and which a lot of people are probably not conscious of.  So what is Microsoft Stream, and how can it be...
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,...
Observations on AI and RPA in accounting firms

Observations on AI and RPA in accounting firms

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

As an accounting firm coach, consultant and mentor I interact with a lot of accounting firm owners and managers. Two of the hot topics of discussion for some time now have been Artificial Intelligence (AI) and Robotic Process Automation (RPA).  In many ways there has...
Using Generative AI Note takers in your meetings

Using Generative AI Note takers in your meetings

by Rob Pillans | Nov 7, 2024 | Articles, Technology

I’m seeing an increasing use of generative AI tools for note taking in meetings. So I thought it would be useful to summarise some pros and cons of these tools and identify some of the popular tools being used. Let me start by listing in alphabetical order the four...

Three different models for helping your clients with apps. (software selection)

by Rob Pillans | May 30, 2019 | Articles, Technology

I was speaking with a group of accounting firm owners recently and we were debating the merits or otherwise of helping clients with apps. When I say apps what I’m talking about is software applications that those clients might use to run their business and typically...
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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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