FILTERED BY TAG:

Systems

X

Stop Scope Stretch!

July 3, 2019

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

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.

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...

Can I Outsource Leadership?

June 7, 2018

The biggest challenge in business stems from 'TLT' - too little time.

One of the best solutions to   TLT (Too Little Time) is to delegate more, either to existing team members or to people external to the business (outsourcing).  
 
It's as simple as looking at the number of hats you are wearing to see if you can delegate any of them.

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...

Client events streamlined

June 7, 2018

Client events are a double-edged sword.

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.  

Are you playing checkers or chess?

June 7, 2018
Are you adding value to your clients or are you spending too much time playing checkers? Let me explain how the game is played in so many Accounting firms. The game starts with the client diligently (sometimes!) completing their   Xero  coding (or cashbook) and submitting it to their accountant. The first thing the person preparing the annual accounts does is   check  the work that the...