Clients Archive

2018 – The Year of the Progressive Digital Practice

What a start to 2018, we have the MYOB purchase of APS to digest and understand, mandatory data breaches come into effect on the 22nd of February & the...

Is ‘More High Value Business Clients’ a pipedream?

Every principal and partner of a small accounting firm wants to attract high value business clients. However, it seems that many of these clients don’t necessarily want to work...

5 Secrets Of Successful Business Coaches

Many accountants say that they struggle to move from the technical to advisory space in working with business clients. Often, it’s simply lack of confidence that prevents us from...

The future of accounting is more than digital

If you look at what the future of accounting looks like it’s more than just a digital disruption story. It’s how we as a nation of business builders will...

Recent Prosecutions – Accessorial Liability

The Fair Work Ombudsman regularly prosecutes key advisors, such as HR managers, accountants, bookkeepers and payroll personnel, for accessorial liability under Section 550 of the Fair Work Act 2009...

Your CRM and Business Advisory Success

Your Client Relationship Management (CRM) system in an integral part of your firm’s business advisory success.

Wikipedia defines a CRM as an approach to managing a company’s interaction with current...

Can you systemise the advice you give to your clients?

A key factor attributed to the slow rate of uptake of advisory services, particularly in smaller accounting firms, as been the perception that it’s very difficult to systemise advice....

Another conference, another presentation on independence

Last week I attended the CAANZ’s National SMSF Conference in Melbourne – I always enjoy attending these events as I get to catch up with customers, meet some potential...

Are your small business clients compliant with workplace responsibilities?

It may be worthwhile checking with your small business clients to see if they are compliant with their workplace responsibilities.

In a report issued  in late August, Fair Work inspectors made...

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