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Using Microsoft Forms in an Accounting Firm

Using Microsoft Forms in an Accounting Firm

by Rob Pillans | Dec 16, 2025 | Articles, Technology, Workflow

This is the third article in my series on tools that come as part of the M365 suite. Forms is not a tool I hear many people talking about, but it strikes me there some good reasons why firms on a tight IT budget in particular, might want to investigate it further.  In...
Building the foundations for effective AI use in an accounting firm

Building the foundations for effective AI use in an accounting firm

by Rob Pillans | Dec 16, 2025 | AI, Articles, Technology

As an accounting firm coach, consultant and mentor it would surprise no one that one of the things that I get asked about a lot is AI and how to use it to good effect inside firms. I’ve also been a little disappointed in some instances that firms have not invested...
What’s in M365 – using Bookings inside an accounting firm

What’s in M365 – using Bookings inside an accounting firm

by Rob Pillans | Jul 23, 2025 | Articles

In this second article in my series on M365, I highlight Microsoft Bookings. Like Microsoft Stream, What’s in M365? Microsoft Stream for Accounting Firms – Planet Consulting which I highlighted last time, I’ve noticed that some accountants are not aware that...
Observations from Accounting Business Expo and Accountex

Observations from Accounting Business Expo and Accountex

by admin | Mar 22, 2023 | Articles, Events

The week beginning Monday 13 March was a busy one in the accounting industry. In Melbourne on Tuesday 14 and Wednesday 15 was the latest edition of Accounting Business Expo. Then on Wednesday 15 and Thursday 16 was the inaugural edition of Accountex in Sydney. At...
How accountants are using ChatGPT and why you should have a policy on its use

How accountants are using ChatGPT and why you should have a policy on its use

by admin | Mar 22, 2023 | Articles

When I wrote about Chat GPT in December 2022 I described it as an indicator of the massive impact artificial intelligence is going to have a on how knowledge workers and others work. The events of the past three months have only reinforced that view. How accounting...
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Recent Articles

  • Two regulatory matters to be aware of
  • Using Microsoft Forms in an Accounting Firm
  • Why Modern Accounting Firms Can’t Afford to Stop Marketing
  • Building the foundations for effective AI use in an accounting firm
  • What’s in M365 – using Bookings inside an accounting firm
  • The non-technical skills that drive firm success
  • Avoid this trap when managing client expectations
  • Tasks to complete before 15 May and 30 June
  • What Specsavers teaches accountants about process
  • What’s in M365? Microsoft Stream for Accounting Firms
  • Risk Management for Accountants: What’s your Plan B?
  • Seven accounting firm themes for 2025
  • Time sheets or no timesheets, that is the question! The pros and cons of using timesheets in an accounting firm
  • Observations from Travel in Denmark, Lithuania, Latvia and Estonia
  • Year end – A time for reflection and projection

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