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...
Reflections on 5 weeks in UK and Europe

Reflections on 5 weeks in UK and Europe

Travel is a big thing for my partner Kate and me. We love to see other parts of the world and see first hand places we read or hear about. Recently I received an email from Google giving me my Google Maps Timeline Update. For the seven months to 31 July it reckons...
Why sleep matters

Why sleep matters

I was recently with a client who disclosed he had been working “until 1am every night” due to an unexpected lack of people to get client work done. It reminded me of some research I had done on how important sleep is for us all. There is a TED talk “Why do we sleep”...

Learning from UK and European Hotels

As an accounting firm coach, consultant and mentor, I tend to look at a lot of things in the world through the eyes of an accounting firm owner and what can be learned to apply in firms. As I write this I’m in France and have stayed in quite a few hotels in the UK and...
Robotic Process Automation

Robotic Process Automation

Last month I mentioned I was on a panel with Shaye Thyer, Olwyn Connolly and Tyler Caskey exploring the use of Robotic Process Automation, Machine Learning and Artificial Intelligence. We all agreed automation is and will have a significant impact on how accounting...