Latest Articles
How to grow your accounting firm
As an accounting firm coach I am regularly asked to assist accounting firm owners to grow their firm. In this article I summarise some ideas to grow your firm. Interestingly, what I find is that the emphasis is often on growing revenue, and profit is somewhat of a...
The benefit of year end reflection and projection
I love the end of a calendar year. It is a time for family Christmas celebrations. It’s summer and there are some extra holidays to be had. There is generally a positive vibe in the community. These are all good things, but perhaps the thing I like most about the end...
Why I colour code my calendar
As an accounting firm coach assisting firms across Australia I am very reliant on my calendar in Microsoft Outlook. I use my calendar not just for client and other appointments but for appointments with myself for getting tasks done. I also use it for both personal...
Why project management skills are vital for accountants
I believe that project management skills are important in accounting firms and other businesses because the way improvement is generated is by way of projects being completed. For example, in an accounting firm you might have a project to reduce or eliminate write...
My learnings from Xerocon17 in Melbourne
Here’s what I took away from attending Xerocon: Xero announced that nine applications will have integration with Xero HQ. They call them a “curated set of third party apps” and they are, in alphabetical order: BOMA Fathom Futrli Hubdoc NowInfinity Practice Ignition...
Key Drivers of Accounting Firm Profitability
In my role as an accounting firm coach I talk to accountants pretty much every day and see or hear about the profitability of many firms. There is an enormous range of profit numbers from terrible to brilliant. So what is it that drives profitability in an accounting...
Social media and what it means for accountants – guest article
Social media is defined as website and applications that enable users to create and share content or to participate in social networking. It is the future of communication. This form of media makes the transfer of text, video, photos and information increasingly fluid...
Lessons for accountants from Brisbane airport in going digital
I really like Brisbane airport. That’s lucky because as an accounting firm coach who regularly visits firms I find myself passing through it quite a bit. 14 times in August for example. It strikes me as a really well run airport where everything just seems to work. My...
The value of ATSA. I’m going – are you?
Attendance ATSA is the Accountants’ Technology Showcase Australia, described as the independent technology event for accountants & bookkeepers in practice. At its heart is a series of presentations by industry experts and displays by various technology vendors to...
The value of bookkeeping and different models for delivering it
As an accounting firm coach I speak with a lot of accounting firm owners and managers. I’ve noticed that a very common topic of discussion is bookkeeping. Why? I think the answer is that many firms now understand the value of good bookkeeping and are grappling with...
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