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The power that lies in the Annual Accounts...

May 17, 2022

In my previous blog, Changing your Year End for good and for Better, I discussed the opportunities that can be created through owning the Tax Year End Process and setting deadlines that work for you.Planning is critical in all aspects of life. It enables us to savour more time, reflection, and opportunities so we can make calm, considered choices about where we want to go next. This helps us...

Achieving Better Leverage in Your Firm

April 27, 2022

We all know the secret to success is to work smarter. 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.

What's your revised definition of success?

September 29, 2021

Accountants and bookkeepers have been busier than ever since the pandemic. Burnout aside, they've been fortunate to have the hugely important role of guiding their business clients through tough times. 

If there’s one positive to take from the Covid disruption, it’s the opportunity to consider what is important in life. Let’s call that our revised definition of success. For those of us in...

How well do you know your numbers?

October 6, 2020

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

Innovating through a crisis

August 3, 2020

They say never waste a good crisis…

Business Recovery Planning

July 22, 2020

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...

Stop Scope Stretch!

July 3, 2019

I’m redefining ‘Scope Creep’ as ‘Scope Stretch’, and for good reason. 

The Power of Drawing

February 21, 2019

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 my...

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 partner...