Latest Articles
Do you do these four types of training in your accounting firm?
As an accounting firm coach, mentor and consultant I get to see inside a lot of accounting firms. I get to see a lot of stuff that works and a lot that does not. In the area of learning and development, or training as some may call it, I’ve concluded that there are...
Observations about succession in accounting firms
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. Those owners could be inside the...
Inspiration for accountants from the 2024 Australian of the Year Awards
(image credit: Australian of the Year Awards) The Australian of the Year awards first started in 1960 and like many Australians I watched the announcement of the winners on the ABC TV on the 25th of January. If you are curious about the process go to the website to...
Observations from my time in Greece, Sardinia, Corsica and San Francisco
I know this is a newsletter about running a better accounting firm but some people have said they’d like to hear a little about the second trip Kate and I did in Europe this year, so I’ve added this as a bonus article. This trip kicked off on 8 September and would see...
Lessons in customer service for accountants from Hotels in Sicily
As an accounting firm coach, consultant and mentor I often look at my experiences through the eyes of an accounting firm owner or manager and look for ideas that can be applied. My trip to Sicily was no exception. Example 1 Lipari Hotel The first place we went in...
Should you outsource your marketing to an agency?
In my work as an accounting firm coach, consultant and mentor I am regularly speaking with firm owners and managers about marketing. In the current climate where finding great team members is “hard” and finding clients is “easy”, the focus of marketing activity is...
Year end – a time for reflection and projection (goal setting)
For me the period from late December through to mid January is my peak goal setting time. As part of my Christmas / New Year break I like to put my feet up a bit and ponder. I love to take the opportunity to reflect and project. Then, as I go into the new calendar...
Where has “flexible work” (including WFH) ended up post COVID?
Since early 2020 I have held the view that we are seeing a potentially seismic shift in societal attitudes about the amount of time we spend at work, where we work and when we work. I think it has been happening for some time and COVID accelerated it. Arguably it is...
Observations from my time in Sicily, Malta and Montenegro
I know this is a newsletter about running a better accounting firm but some people have said they’d like to hear a little about the trip Kate and I did in Europe recently, so I’ve added this as a bonus article. Air Travel Kate and I describe international air travel...
Some specific CRM options for accounting firms of any size.
In an earlier article I focused on why and how an accounting firm would use a CRM tool. In this article I talk about some options that firms have available. You might recall I said a CRM system provides a suite of tools designed to streamline the operations of a...
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