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 | Aug 26, 2020 | Articles
I wrote an article comparing accounting firm management to wine making and finished by saying: Your team and your clients are like the grapes in wine making. You source the best quality you can and then cultivate them and care for them. The result is season after...
by Rob Pillans | May 25, 2020 | Articles, Business Strategy
As an accounting firm coach and consultant who gets to see under the bonnet of a lot of accounting firms, I remain convinced that the profession has an endemic undervaluing of systemised, standardised and documented ways of getting things done, which are consistently...
by Rob Pillans | May 25, 2020 | Articles
When you read the title of this article what immediately came to mind? For some people the use of the word “lean” connotes cut backs and austerity. “Let’s run this place on the smell of an oily rag!” For others they connect it with Toyota in Japan and its famous...
