Latest Articles
Should you outsource your marketing to an agency?
In my work as an accounting firm coach, consultant and mentor I am regularly speaking with firm owners and managers about marketing. In the current climate where finding great team members is “hard” and finding clients is “easy”, the focus of marketing activity is...
Year end – a time for reflection and projection (goal setting)
For me the period from late December through to mid January is my peak goal setting time. As part of my Christmas / New Year break I like to put my feet up a bit and ponder. I love to take the opportunity to reflect and project. Then, as I go into the new calendar...
Where has “flexible work” (including WFH) ended up post COVID?
Since early 2020 I have held the view that we are seeing a potentially seismic shift in societal attitudes about the amount of time we spend at work, where we work and when we work. I think it has been happening for some time and COVID accelerated it. Arguably it is...
Observations from my time in Sicily, Malta and Montenegro
I know this is a newsletter about running a better accounting firm but some people have said they’d like to hear a little about the trip Kate and I did in Europe recently, so I’ve added this as a bonus article. Air Travel Kate and I describe international air travel...
Some specific CRM options for accounting firms of any size.
In an earlier article I focused on why and how an accounting firm would use a CRM tool. In this article I talk about some options that firms have available. You might recall I said a CRM system provides a suite of tools designed to streamline the operations of a...
My takeaways from Xerocon 2023 in Sydney
Xero’s big conference is known as Xerocon and was held in Sydney on 23 and 24 August 2023. I attended both days in my role as an accounting firm coach, consultant and mentor to keep up to date with what’s going on in the tech space. Here are my takeaways. Xero know...
Elements of a great accounting firm business plan – part 2 of 2
In part 1 of this 2 part article I introduced you to the table below which gives a high level summary of what I like to see included in an accounting firm business plan. I expanded on items 1 to 7 last time so this time it’s all about 8 to 15. What Where we are today...
Book Review – No Rules Rules by Reed Hastings and Erin Meyer
No Rules Rules: Netflix and the Culture of Reinvention is written by Netflix founder Reed Hastings and INSEAD Business School professor, and author of The Culture Map, Erin Meyer. Published in 2020, the book explores the innovative corporate culture of Netflix and how...
How an accounting firm might use a CRM tool
Introduction Accounting firms are not merely number-crunching entities. They are service-oriented businesses, seeking to build and sustain long-term relationships with their clients. As such, managing client relationships is a significant aspect of their business...
Elements of a great accounting firm business plan – part 1 of 2
As an accounting firm coach, consultant, mentor and facilitator one of the things I get asked to do is facilitate planning days for firms. Each firm has their own name for these events and goes about it in their own way but there are a number of common elements that I...
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