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 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 | AI, Articles, Technology
As an accounting firm coach, consultant and mentor it would surprise no one that one of the things that I get asked about a lot is AI and how to use it to good effect inside firms. I’ve also been a little disappointed in some instances that firms have not invested...
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...
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...
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,...
