How to see the financial impact of key business decisions before they are made?
How to see the financial impact of key business decisions before they are made? What…
The challenge of margin squeeze
As part of our online collaboration network sessions, we benchmark the firms in the group….
Business advisory using a divisional approach
As we enter a new decade, I have been thinking about the ongoing issue in…
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…
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