Clear as mud
Often when I am undertaking a firm review I see documents and emails of advice…
Hope in Financial Planning
Over the course of the past year or so I have written and spoken many…
Millennials Rising
In late July we conducted our popular Young Guns workshop for emerging leaders. It is…
The Most Important 10 Seconds in Your Firm!
When I conduct client consultative groups for firm a question I ask is whether the clients have visited the visited the firm’s website and for what purpose. Sadly the answers are quite depressing.
Your CRM and Business Advisory Success
Your Client Relationship Management (CRM) system in an integral part of your firm’s business advisory…
The accountant’s ten steps to better client service
Great client service is an ongoing challenge for accounting firms. I was recently asked, “what…
The Value-Added Proposition
Good profitability, strong cash flow, growing return and being client-focused go hand in hand. At…
Time for a fireside chat?
For as long as I have been engaged in the accounting profession, almost every firm…
The Keys to Exceptional Client Service
I was recently asked what were the key observations you have seen in successful accounting…
Robotic Process Automation (RPA) – the next frontier
There has been a mountain of press, blogs and videos predicting that the accounting profession…
How to create ongoing client engagements
Getting started with your advisory services and maintaining service momentum is one of the great…
Time for the accounting industry to take the lead
Remember the 1980s? Greed was good. Until Paul Keating killed it – it was the…
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