What are you grateful for?

What are you grateful for?

Connecting with gratitude helps us be more positive and motivated. It’s been a tough year, So I’m suggesting you take time to reflect on what you are grateful for. For me I am grateful for: Getting to do what I love – helping owners and managers run better accounting...
Common themes in accounting firms in 2022

Common themes in accounting firms in 2022

As an accounting firm coach, mentor and consultant I get to see inside lots of accounting firms and talk to many accounting firm owners and managers. In no particular order, here are some of the common themes I saw in 2022: Challenges with attracting and retaining...
Why accountants should pay attention to ChatGPT

Why accountants should pay attention to ChatGPT

ChatGPT is an indicator of the massive impact artificial intelligence is going to have a on how knowledge workers and others work. In this article I explain what it is and why I believe we all need to pay attention. It’s a bit longer than usual but please go the...
Client verification obligations (know your client)

Client verification obligations (know your client)

In both individual coaching sessions and at a recent meeting of one of the groups of firms I facilitate, this topic came up and there was some uncertainty about what is expected of accountants. I struggled to find information on this that was practical for accountants...
Two great ideas for accountants from Appliances Online

Two great ideas for accountants from Appliances Online

As an accounting firm coach, consultant and mentor, I’ve often said I look at things through the eyes of an accounting firm owner or manager and find ideas for running a better accounting firm. Recently my experience in purchasing from Appliances Online has...