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Achieving Better Leverage in Your Firm

December 11, 2018

We all know that the secret to success is to work smarter, not harder, right?  Yet we still get stuck in the day to day emails, client queries, file reviews, and activities that are highly important to others, but not necessarily to ourselves.  Working smarter becomes a pipe dream as we can’t see the wood for the trees.

Let's stop talking about advisory - please!

September 13, 2018

Having just attended Xerocon Brisbane, I’ve had a solid dose of ‘Advisory Rhetoric’. 

You know how it goes - the compliance world is dying, technology and AI will make many services redundant, and the advice for accountants is they just need to rely on their Trusted Advisor status and do more advisory work.  Enough.  I call time out for two reasons:

Value add services - delivered on demand or...

June 7, 2018

 

True story

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...

8 Questions for Effective New Client...

June 7, 2018

Screening potential clients sounds rather clinical, a bit like screening for a disease.

Truth be told, D clients are like parasites.  They can be painful, demand attention, drain your energy, query your bills and if they refer you work - breed more parasites.  Most significantly, they’ll damage your brand, morale and culture.

Unlike the parasite and host relationship, accountants should...

The Evolution of the Accountant

June 7, 2018

There is no doubt accountants need to evolve.

The accounting industry is going through massive change in response to compliance automation, tax simplification and an increasing demand from clients for more proactive services.  Contrary to popular opinion (or fake news), I am not of the view that we are talking about a revolution here - the modern accountant will not become redundant; they...

Let's get to the Core of the problem

June 7, 2018

I’m a firm believer that everyone comes to work to do a great job - initially anyway.  So why do businesses have poor performers?  Likewise, why do team members find it difficult to deal with conflict in the workplace; that difficult client or demanding boss?

To get answers to these questions we need to look beneath the surface.  Go beyond actions and behaviour and look to the drivers of...

Managing Poor Performance

June 7, 2018
I firmly believe that when anyone starts a new role they come to work with the intention of doing a great job.  They're keen to make an impression, to make a difference, and to enjoy themselves.  After all life is too short, right?  If the average person spends 40,000 hours of their life working, they'd better do something they like.

The Power of Drawing

June 7, 2018

A picture paints a thousand words. So why don't we draw more?

My old excuse (below the line thinking) was that I'm an accountant and therefore I can't draw.  Too bad if you're a visual learner, you'll just have to listen to what I say or read my words.  Worse still, I'll subject you to death by PowerPoint.  Does this sound familiar? Those of you who've worked with me will know, as bad as...

New Year's resolutions to improve your...

June 7, 2018
A resolution is defined as: 'A firm decision to do or not do something.'  When we set attainable resolutions, we gain clarity of our desired direction both personally and professionally.  They say it takes 21 times to change or create a habit and by actively speaking change we can help to achieve it.  It's not rocket science, but we have to act now if we want change.