Latest Articles
The value of leadership and what your team expect
Those of you who attended my 12 Lessons workshop in 2016 will recall that my first lesson from 30 years of working in and with accountants was about leadership. And you will recall I said that it was first for a reason. I believe that how you lead your firm – how you...
Mobile Technology – Are we pushing square pegs through round holes?
I love technology. I own two notebook computers, two tablets, two phones and some other cool stuff, use a range of cloud applications and I am constantly excited by what is possible. I also understand that mobile is one of the huge trends in technology. As a society,...
Lessons for accountants from the career of Margaret Court
Like many of you I suspect, I received a few books for Christmas. One of these was the autobiography of Australian tennis legend Margaret Court. I couldn’t put it down and had finished it less than 24 hours after unwrapping it! As I read about Margaret Court’s...
The value 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...
Thoughts from ATSA (Accountants Technology Showcase Australia)
I’ve just returned from ATSA and wanted to share six observations. Accountants are Interested in technology to support smarter ways of working There was a big attendance in Melbourne, the biggest yet I believe, and that is a fair indication that accountants are...
What accountants (and others) can learn about referrals from Steve the pool guy
There are many ways an accounting firm (and other businesses) can win new clients and in an earlier article on accounting firm management I wrote about some of them. Today I want to focus on referrals - why they are important and what my recent experience with Steve...
Retaining and Delighting the Right Clients for Your Business
In my last article on accounting firm management I focused on attracting the right clients and promised another article on retaining them. Although I’m writing this in respect of accounting firm management, the principles can be applied across other businesses,...
Attracting the Right Clients for Your Accounting, Legal or Other Professional Firm
In my last article on accounting firm management I focused on attracting and retaining the right people and promised another article on clients. We talked about people first because you need the right people to be able to attract and retain clients. So here is a five...
How to attract and retain the best people for your accounting business
In my last article on accounting firm management I finished by saying: Your team and your clients are like the grapes in wine making. You source the best quality you can and then cultivate them and care for them. The result is season after season of great output and...
Why accounting firm management is like wine making
I know this sounds a little farfetched but let me explain! I’m presenting a workshop in multiple regional Queensland locations called 12 Important Lessons from 30 Years in the Accounting Profession and it brings together some of my key thoughts on accounting firm...
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