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An accounting firm relayed this scene to me this week.  One of the firm’s partners, Dan, was at a rugby game with a few of his clients.  They’d had a few beers and the banter was flowing.

Out of the blue one of Dan’s clients (his name is also Dan, which is confusing, but this is a true story, so I’m sticking to the facts.  Let’s call the accountant Dan One and the client Dan...

 

There is no such thing as the modern accounting firm, any more than there is the modern store or the modern plumbing company. Real time reporting, less paper and no server are all outcomes of technology shift; they don't of themselves create the modern firm.  They're now a given.   What does create the true modern...

Client events are a double-edged sword.

1. They provide literally a room full of opportunities to help your clients achieve their goals.   2. If executed poorly you'll suffer from brand damage, wasted resources and shattered team confidence.