by Rob Pillans | Dec 17, 2020 | Articles
I’ve started travelling again! I live in Brisbane and in the space of two weeks I’ve been to Canberra, Newcastle and Sydney (twice). Along the way I’ve had some experiences I want to share which are a reminder of the importance of the client experience, being easy to...
by Rob Pillans | Dec 17, 2020 | Articles
Oh 2020, we held such high hopes for you, but you really have not performed as expected! Although many people would like to forget 2020, no doubt it will be talked about for many years to come. As we approach the end of 2020, which has been dominated by a pandemic,...
by Rob Pillans | Nov 18, 2020 | Articles
Accountants, lawyers, engineers, architects and other firms are collectively referred to as professional service or services firms. Note the word “service” here and consider what that means to you. Or more particularly what it means to your clients. I want to share...
by Rob Pillans | Nov 18, 2020 | Articles
A few of my clients have recently commented that as a result of the pandemic they are thinking about their office space differently. It was also one of the topics I talked about in a vodcast I produced (See it here here. ) One firm owner in one of my groups noted that...
by Rob Pillans | Nov 18, 2020 | Articles, Planning
The end of the calendar year is rapidly approaching and for many it probably can’t come soon enough. I’ve been turning my mind to some things accounting firm owners and managers could benefit from thinking about at this time. In my experience December and January can...
by admin | Oct 20, 2020 | Articles, Planning
Succession could be defined as the process by which the current owner/s of a firm transition and handover ownership to new owner/s. When I say handover I don’t mean for free! The usual situation will be a sale of equity to new owners, often on a stepped basis over a...
by Rob Pillans | Oct 20, 2020 | Articles
There are many ways an accounting firm (and other businesses) can win new clients. Today I want to focus on referrals – why they are important and what my experience with Steve the pool guy demonstrates in a powerful way. Let me tell you about Steve the pool...
by Rob Pillans | Oct 20, 2020 | Accounting Firm Management, Articles
In considering this I want to break those needs into four categories: Needs the client has identified and is having met by you (Example – annual accounts and tax returns) Needs the client has identified and is having met by another provider (Example – bookkeeping or...
by Rob Pillans | Sep 23, 2020 | Articles
I’ve been working in and with accounting firms for thirty plus years and one of the things I’ve observed is just how important having a good shareholder agreement is. For some firms this will be known as a partnership agreement because they operate as a partnership,...
by Rob Pillans | Sep 23, 2020 | Articles
Recently I’ve had quite a few conversations with clients about when to hire the next person into their accounting firm and what role it should be. I hold the view that as a business owner you should always know what role your next hire will be and roughly when that...
