Latest Articles
Three advisory services you can easily provide to your clients
I worry that some of the current conversations about accountants delivering advisory services are over complicating this and making it sound so much harder than it really is. First let’s define what an advisory service is. I believe an advisory service is anything...
Is there value in segmenting (categorising) your client base?
One of the things you might hear in the accounting profession is a call to categorise or segment your clients. Typically this involves finding ways to categorise them as A, B, C or D (or something similar) and then focusing on servicing better the A’s and attracting...
Reflections on five weeks in Europe
I mentioned in my introduction that Kate and I spent five weeks in Europe in June and July. Here are a few reflections which I hope you will enjoy. Poland We’d not been to Poland before and had not really heard a lot about it. Poland doesn’t get much exposure in the...
Lessons for accountants from my recent hotel experiences
As an accounting firm coach I travel quite a bit to work face to face with accounting firm owners. As a result, I spend a bit of time in hotels. I like to try different ones and am constantly surprised by what they don’t get right. It also struck me that there are a...
Operating your business to deliver what you want
I mentioned in my introduction that Kate and I spent five weeks in Europe in June and July. For us travel is important. We absolutely love visiting new places and learning more about the world. We haven’t counted recently but I think together or separately we have...
What next for accountants post 15 May?
We are now just one month out from the end of the Australian financial year end. 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...
What Specsavers teaches accountants about process
I recently had a visit to Specsavers for my regular eye test and update of my glasses. It was a very good experience which made me realise that Specsavers could teach accountants a lot about processes and customer service. My observations are: The shop is custom built...
Observations from attending Accounting Business Expo 2018
On Wednesday 21 and Thursday 22 March the second Accounting Business Expo was held in Sydney at the International Convention Centre. The program listed 153 exhibitors and 8 small theatres with a continuous stream of speakers. I decided to focus mostly on visiting...
Tools to help you deliver business advisory services
One of the benefits of attending an event such as the recent Accounting Business Expo is the ability to speak with multiple suppliers of tools for accountants in a short space of time. I spent most of the two days walking from stand to stand looking at what was on...
Accountants – 8 steps to be ready for 15 May 2018
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 2018 is effectively the last date...
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