by Rob Pillans | Sep 11, 2019 | Accounting Firm Management, Articles, Leadership
As an accounting firm coach, mentor and consultant I am in and out of firms pretty much every day. One of the things I have observed is the critical role of the manager in successful firms. Here are nine skills I reckon great managers inside accounting and advisory...
by Rob Pillans | Jul 22, 2019 | Articles, Training
As an accounting firm coach, mentor and consultant I get to see inside a lot of accounting firms. I get to see a lot of stuff that works and a lot that does not. In the area of learning and development, or training as some may call it, I’ve concluded that there are...
by Rob Pillans | Jul 22, 2019 | Articles, Business Strategy
I attended the AICPA Engage conference in Las Vegas from Monday 10 June to Thursday 13 June. The conference offered hundreds of sessions across technical and non-technical topics and was attended by about 4,000 accountants, mostly from the USA. I attended two sessions...
by Rob Pillans | Jul 22, 2019 | Articles, Events
Following a suggestion from my friend Thea Foster I attended the AICPA Engage conference in Las Vegas from Monday 10 June to Thursday 13 June. The conference offered hundreds of sessions across technical and non-technical topics and was attended by about 4,000...
by Rob Pillans | May 30, 2019 | Articles, EOFY
We are now just one month out from the end of the Australian financial year. A great time to check on your goals for between now and then. My view is you will have goals both in respect of your clients and your own business. In short, I’d like to see accounting and...
by Rob Pillans | May 30, 2019 | Articles, Technology
I was speaking with a group of accounting firm owners recently and we were debating the merits or otherwise of helping clients with apps. When I say apps what I’m talking about is software applications that those clients might use to run their business and typically...
by Rob Pillans | May 30, 2019 | Accounting Firm Management, Articles, Workflow
One of the training sessions I run for accountants is Effective Delegation . At a recent session we talked about the process for briefing an accountant on a typical compliance job. In some firms I see a well structured, standardised process that requires the director...
by Rob Pillans | Apr 3, 2019 | Articles, Events
Patrick Lencioni is a pretty big name on the business speaking circuit having published some very popular business and leadership books. Three of his better known books are: The Advantage – Why Organizational Health Trumps Everything Else in Business The Five...
by Rob Pillans | Apr 3, 2019 | Articles, Events
The Accounting Business Expo was held in Sydney on 20 and 21 March. It is self described as “the big free expo and conference for business and money”. I was there for most of the two days and enjoyed it. On offer were 160 + short information sessions, typically of...
by Rob Pillans | Apr 3, 2019 | Accounting Firm Management, Articles
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 2019 is effectively the last date...
