Latest Articles
Nine Skills Great Accounting and Advisory Firm Managers Display
As an accounting firm coach, mentor and consultant I am in and out of firms pretty much every day. One of the things I have observed is the critical role of the manager in successful firms. Here are nine skills I reckon great managers inside accounting and advisory...
Three types of training to support accounting firm success
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...
Is the family office concept the next growth area for accounting firms in Australia?
I attended the AICPA Engage conference in Las Vegas from Monday 10 June to Thursday 13 June. The conference offered hundreds of sessions across technical and non-technical topics and was attended by about 4,000 accountants, mostly from the USA. I attended two sessions...
Some observations from my attendance at AICPA Engage in Las Vegas
Following a suggestion from my friend Thea Foster I attended the AICPA Engage conference in Las Vegas from Monday 10 June to Thursday 13 June. The conference offered hundreds of sessions across technical and non-technical topics and was attended by about 4,000...
What next for accountants post 15 May?
We are now just one month out from the end of the Australian financial year. A great time to check on your goals for between now and then. My view is you will have goals both in respect of your clients and your own business. In short, I’d like to see accounting and...
Three different models for helping your clients with apps. (software selection)
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...
The value of a 5 minute brief before a job is started
One of the training sessions I run for accountants is Effective Delegation . At a recent session we talked about the process for briefing an accountant on a typical compliance job. In some firms I see a well structured, standardised process that requires the director...
Some learnings on leadership from Patrick Lencioni’s Sydney seminar
Patrick Lencioni is a pretty big name on the business speaking circuit having published some very popular business and leadership books. Three of his better known books are: The Advantage – Why Organizational Health Trumps Everything Else in Business The Five...
Observations from the Accounting Business Expo
The Accounting Business Expo was held in Sydney on 20 and 21 March. It is self described as “the big free expo and conference for business and money”. I was there for most of the two days and enjoyed it. On offer were 160 + short information sessions, typically of...
Accountants – 8 steps to be ready for 15 May 2019
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 2019 is effectively the last date...
Book a complimentary 30 minute chat
To arrange a no-obligation, confidental exploratory discussion with Rob, choose a day and time that's convenient for you below.