2024 Marked a Turning Point for Digital Advice
The landscape of financial advice is evolving rapidly, and 2024 marked a significant milestone in…
New Year: Time for Client Engagement
For as long as I’ve been in the accounting profession, most firms I’ve worked with…
Capacity? What capacity?
In many firms, the challenge continues to attract and retain star performers. Many are struggling…
How Digital Advice Can Be Used To Engage With More Clients
The problem in today’s advice market: We all know that the great majority of working…
The Importance of a Strategic Plan for Accounting Firms
In recent weeks, I’ve had the pleasure of connecting with numerous accountants at various events,…
Why is my AI behaving like a toddler?
I was so excited. The answer to all my questions, the increase in my efficiency,…
Accountants should be key providers of financial advice
“I’ve been lucky to get some good overtime, but I’m being taxed quite a bit….
Developing the Best Diversified Income Model for Your Accounting Firm
Are you looking to accelerate your accounting firm’s growth through diversified income channels? Many firms…
Becoming a Memorable Leader
As an ambitious leader, you want to be someone that people recognise and remember, don’t…
Building an Accountability Culture Without the “Baseball Bat”
Creating a culture of accountability in professional service firms is a significant challenge. Many firms…
How do accountants compete in a changing landscape? A digital adviser could be the answer.
Accountants are bracing themselves for another busy season. It’s all the harder, as most practices…
Running Effective Advisory Board Meetings: Tips and Best Practices
What are advisory board meetings? An advisory board meeting is a collaborative and structured gathering…
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