Any firm (big or small ) must have a digital presence. This includes an authentic website, compelling content, useful emails, and engaging social media pages.

Most accountants are not trained in how to run a better practice. Instead, we’re schooled in accounting theory, tax, economics, and finance. 

I remember in my first job at a big six accounting firm (I’m showing my age now), they told me on my first day "forget everything you learned at university, we’re going to teach you how to do accounting properly". Again, I was not taught how to run a...

The accounting industry is rapidly changing. 

From technology advancements and changes in clients' and team members' expectations to a new playing field for marketing and selling services via digital channels, our industry is constantly evolving. The traditional model of working partners with their ‘book of clients’ and their employees either happily grinding out sets of financials for life or...

Compare these two statements: a child saying, "When I grow up, I’m going to be…" and an accountant saying, "When I get on top of my workflow, I’m going to…". 

Accountants know their numbers - true or false?  Perhaps a better question is who’s numbers do accountants know better; their own or their clients'?  

Our industry has experienced an unexpected and rapid shift to providing online education to clients. There’s nothing like a crisis to force change and accelerate adoption.  What was consigned to the too hard basket before lockdown, has become a necessity, as accounting firms scramble to support their clients.

They say never waste a good crisis…

In the wake of Coronavirus, and with feelings of greater economic uncertainty, your clients are in need of help more than ever before.  Traditional practices, with too great a focus on compliance work, run the risk of not doing enough to help Small to Medium-sized Businesses (SMBs) in the way that they need right now.  Legacy accountants will not be able to support clients enough by fulfilling...

I've seen it written that proposals are your sales engine - this is simply not true.  The proposal is essential; but it's only one of the steps in the sales process: