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 | 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...
by Rob Pillans | Sep 23, 2020 | Articles
I’ve regularly observed within accounting and other professional firms that some people just seem to have the knack for getting more things done. Each person has the same number of hours in the day and yet some are clearly kicking more goals and seen as high...
