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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...
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...
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