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Three Freedoms

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Scaling up your coaching services

June 22, 2022

Coaching isn’t defined in the accounting industry as clearly as the likes of accounts preparation or cashflow forecasting.

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 money story?

March 19, 2021

What you believe about money and how you relate and interact with it affects every aspect of your life and business.

A belief is simply a story that you’ve told yourself so many times that you think it’s the truth. So, for us all to live a vital, vibrant and thriving life, the story we are telling ourselves and choosing to believe about money needs to be uncovered, understood, and possibly...

Is Communication a Neglected Skill for...

October 2, 2019

I’m sure there are a hundred reasons why communication skills are neglected in the Accounting industry but four stick out to me....

The three freedoms your clients want

May 1, 2019

About 10 years ago I was having lunch with a friend (let’s call her Jane) when she asked, 'why should I come to you as a client Mark?'.  I started my usual and practised patter about quality, professionalism, great team, great service…   Jane basically then told me to shut up.  I’m sure that if we weren’t having lunch, she would have walked off to find someone else to talk to!  Instead she said...

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 Two) ...

How to sell without product pushing

June 7, 2018
 

Fear of selling is holding accountants back.

Product pushing is trying to sell a number of different products or services to clients irrespective of their needs. We've all experienced the stereotypical insurance salesperson who is only interested in getting the sale. As the client, in this situation we want to run for the hills or blow up the phone.  
Accountants fear the product pusher...