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BDMs hiding in your midst

The concept of a team of business development managers running around knocking on doors to sell your firm’s services would be an anathema to most firm owners. We all also know that most new business in most firms, comes from referrals and personal relationships. Increasingly, some are having some success with digital marketing but for…

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Harnessing the power of marketing data for your clients

As a financial advisor, you understand the importance of using data to guide the strategic direction of your clients’ businesses.  Where traditionally this may have been limited to utilising certain data sets, some of Australia’s leading financial firms are now harnessing the power of marketing data to assist their clients even further.  This shift has…

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Can’t find staff? An efficient team will help

No one needs to be reminded how hard it is to find good “producer” people these days. It’s gone from bad to worse as we move into the “Coping with COVID” world. In other articles, we have canvassed the various rocks that should be looked under to try to find people but it’s not easy.…

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The end of the supplier centric integrated suite; Now the client centric best of breed suites.

One of the defining differences between the approach taken by North American accounting firms and their technology suppliers compared with Australian/New Zealand firms and their suppliers is the integrated suite. Those of my vintage can recall the birth of technology for the accounting profession in the late 1970s. Companies like Hartley Computer, O’Reilly Computer, Anpac…

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Services a Holistic Adviser Should Consider

There is considerable debate in the accounting industry that cloud accounting applications and automatic data feeds are going to continue to commoditise compliance services. For years there has been ongoing discussion of the need for accountants to focus more on business advisory services – to become the holistic adviser for their clients. The thought is…

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Why Value a Business?

Business owners most often request a valuation when a decision is made to sell the business. For most SME owners aside from the family home their business is their most valuable asset. What many don’t realise is that their business may be worth far less than they think.

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Are You a “Today” Accountant?

There’s been so much written, so many conferences, so many webinars about cloud accounting in the last couple of years that you’d almost think that there’s nothing else important for accountants to think about.

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