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Staff Impact on Succession Planning

By Mark Holton on Dec 9, 2022

Many accounting practitioners would agree that it is becoming increasingly difficult to attract and retain…

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We need a mental health plan

By David Smith on Nov 6, 2022

At our recent Young Guns event, we invited Petris Lapis ( to talk about Mental…

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How to Create Sustainable Opportunities

By Mark Holton on Oct 6, 2022

Accountants are fortunate (although not all may agree). Legislation dictates the annual demand for accounting…

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Mental Health Training for Accountants

By Mark Holton on Sep 12, 2022

This month something a bit different. I have asked Peter Annis-Brown of Manage Health to…

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Leadership – Unleashing the Key to your Career Superpower

By Pam Macdonald, Broadspring Consulting on Sep 1, 2022

As an ambitious professional, you’re on the lookout for opportunities to step up and stand…

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BDMs hiding in your midst

By David Smith on Aug 5, 2022

The concept of a team of business development managers running around knocking on doors to…

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Harnessing the power of marketing data for your clients

By Joe Papadatos, Icon Visual Marketing on Jul 29, 2022

As a financial advisor, you understand the importance of using data to guide the strategic…

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Can’t find staff? An efficient team will help

By David Smith on Jun 9, 2022

No one needs to be reminded how hard it is to find good “producer” people…

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How’s that capacity plan going?

By David Smith on May 6, 2022

As many readers may be aware, I have long advocated that every firm needs a…

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Connecting the Team with Humour

By Mark Holton on Apr 8, 2022

Videoconferencing or virtual solutions like Webex, Go to Meeting and Zoom and more recently Teams…

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Strategies for Accounting Practice Leadership

By Mark Holton on Mar 4, 2022

Wikipedia defines leadership as “the ability of an individual or organisation to lead or guide…

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

By David Smith on Feb 4, 2022

One of the defining differences between the approach taken by North American accounting firms and…

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