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 | Oct 29, 2019 | Accounting Firm Management, Articles, Business Strategy
I was listening to a podcast from the USA which was an interview of the founder of a successful small firm in the USA. One of the things this firm does is weekly billing for its virtual CFO service clients. This is the first time I have heard of weekly billing but as...
by Rob Pillans | Sep 24, 2019 | Articles, Events
I attended the two days of Xero’s annual conference on 4 and 5 September. I did not make it to the wrap party so can’t comment on that. There was less hype this year compared to last year. It seemed a bit calmer and reflects, I believe, the growing maturity of Xero as...
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 | Feb 26, 2019 | Articles, Leadership, Training
My experience as an accounting firm coach and mentor in working with multiple firms is that the manager role is critical for firm success. I also observe that quite often people in these roles have not receive much in the way of training to equip them for success as a...
