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...
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...
Two tips for better quality video calls

Two tips for better quality video calls

Video You might have noticed you can’t zoom your camera natively in Zoom or Teams. Sometimes you just want to zoom in or out a bit to get the right look on the screen. This might include zooming in to remove a few stray items in your room from being visible to others....
Why do accountants struggle with delegation?

Why do accountants struggle with delegation?

As an accounting firm coach, consultant and mentor I get to see inside many accounting firms. One thing I observe is a high proportion of senior people, partner/director and manager level in particular, doing work that could and should be done by someone at a lower...