Five great ideas for accountants from Matt the tree guy

Five great ideas for accountants from Matt the tree guy

As an accounting firm coach, consultant and mentor, most of you know I’m constantly looking at the world through the eyes of my accounting firm clients and looking for ideas wherever I go. A recent experience with Matt the tree guy provided a great reminder about some...
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...
Put yourself in the shoes of each client

Put yourself in the shoes of each client

I’ve recently had a couple of hotel experiences which have reinforced the importance of being able to put yourself in the shoes of your clients and understand what they are thinking, feeling and doing at each stage of their journey with you. Hotel Experience 1 Well...