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Stop Scope Stretch!

July 3, 2019

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

Helping your clients win the business...

April 1, 2019

We often refer to the three essential tools in business as ‘The Business Development Trifecta’.  We’re Kiwis after all.

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...

Where have all the 'Young Guns' gone?

June 7, 2018

Recently I ran a ‘Succession Insights Poll’ in New Zealand, with 441 accounting firms participating.

The most thought provoking question raised during the post-poll webinar was ‘What happened to all the Young Guns coming through; where are they and why do they not want a career in this industry?’

Would the real modern firm please stand up

June 7, 2018

And that was possibly the most ridiculous blog title I’ve ever written.

There is no such thing as the modern accounting firm, any more than there is the modern store or the modern plumbing company. Real time reporting, less paper and no server are all outcomes of technology shift; they don't of themselves create the modern firm.  They're now a given.   What does create the true modern...

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.  

Robots preparing tax returns?

October 5, 2017

31 March has passed, it's a good time to reflect on the future accountant.

Last Wednesday, the Herald published   this article  on the future automation of jobs, listing the top 10 jobs to disappear (tax preparers coming in at number 8).  The news piece was based on an NZ Institute of Economic Research study commissioned by CAANZ and will meet with both warranted scepticism and a healthy...