The why and how of managing client expectations

The why and how of managing client expectations

When I was a senior accountant in business services, one of my managers shared with me some tips which were some of the wisest words I have heard. He talked to me about managing expectations. It made a big difference to how I interacted with clients and colleagues...
Is it time to have “special projects leave”?

Is it time to have “special projects leave”?

As an accounting firm coach, consultant and mentor I am privy to many shareholder agreements. Some incorporate a form of long service or sabbatical leave for owners on some sort of a cycle. Good idea. I’ve recently had a client try the idea of what they ended up...
Four areas of focus for a better accounting firm

Four areas of focus for a better accounting firm

Putting my accounting firm consultant hat on for a moment, here are four ideas to build a better firm. The right people I’ve put this first for a very good reason. You can have all the latest technology but in my view the success of your business still comes back to...