TAP Small Firm Groups
The TAP Small Firms Groups are independent groups of accounting and advisory firm owners and managers, in firms of one to two owners, facilitated by Rob Pillans.
They provide a safe and supportive forum for discussing issues and opportunities in your firm and to step back from the day to day and work on your business rather than in it. It’s like having your own advisory board.
What to expect
When you join one of our TAP Small Firms Groups you become a member of a unique community that will support your success. Each group is connected via quarterly face to face meetings and a private online team in Microsoft Teams. The private online team allows members to ask questions and share items of interest without having to wait for the next meeting.
What happens at meetings
Rob builds an agenda for each meeting and shares ahead of time, with members guiding some of the content.
There is a lot of discussion, information flows, ideas are brainstormed and exchanged, problems are solved, awareness is created, people are educated and horizons are broadened.
There is usually a special topic for each meeting where we go deep and this may involve a guest presenter.
Each firm presents a status update and shares how they went against previously agreed goals. They also identify goals for achievement prior to the next meeting and note down all manner of ideas and action points gleaned from the meeting.
We also discuss some of the articles that Rob has curated from local and international sources on topics of interest for firm owners and managers.
The meetings are usually from 1pm to 5pm with lunch and afternoon tea provided.
Once per year we do a benchmarking of firms to help with learning from each other.
Feedback from TAP Small Firm group members
Belonging to my SF Group provides me with a trusted group of likeminded colleagues who are willing to share information. Rob provides a resourceful session and content that is highly valuable and on topic. SFG is a support network that allows me to take time out of the office to think about my practice and issues at hand as well as finding a solution or exploring new ideas. I highly recommend joining.
Kerrie Wallace – Principal, KWA Chartered Accountants