Practice Management Archive

Client Discovery Sessions to Help Win Business Advisory Work

Today, I want to talk about the client discovery programme.

Probably one of the most powerful tools you can have to winning a new client is the Client Discovery Process....

20 Daily Habits of Successful Accountants

What defines success? We asked Receipt Bank partners on the daily habits that help them get more out of their life and practice. Advice from over a hundred accountants...

Tax Yak – Episode 24: Managing tax risk

Today’s business environment is complex and managing your tax risk is a core part of responsibly managing your business. Managing task risk involves far more than dealing with ATO...

EOFY and the importance of checklists

The beginning of a new financial year means tax advisers around the country will look ahead for ways to improve the ability to look back. Improving productivity and ensuring...

7 Ways Social Media Can Help Future Proof Communication Strategy

The increasing take-up of faster fixed and mobile data services is extending people’s choice over how, where and when they communicate with others, watch or listen to content services,...

Potential of All-Female Companies Under-estimated

Former public company director, Andrew Geddes, is hopeful the recent $3-million capital-raise by the women’s ride-sharing company, Shebah, will encourage more female-owned companies to begin using Crowd Sourced Funding...

Work From Home – An Evolving Choice for Accounting Firms

In the past 12 months, I’ve observed an increasing trend for the leaders of accounting firms to give their staff the option to work from home as part of...

Single Touch Payroll – Employee Fact Sheet

Single Touch Payroll (STP) changes the way businesses report their employees’ tax and superannuation information to the Australian Taxation Office (ATO). It is important that your employees understand the...

Tax Planning Talks? Three ways to make your discussions more meaningful

A picture paints a thousand words – so the saying goes.

In fact 65% of us prefer visuals when it comes to learning and understanding a topic. That’s why with...

How to take your staff on the outsourcing Journey…

When an accounting practice takes the plunge into outsourcing compliance tasks, it can cause fear among existing staff who question the future (and safety) of their roles.

Resistance to change...

Easter, Passover, Timeout – Get ahead of your clients’ priorities

It’s great to have a break upon us for two good reasons. The first is that you have a break from the already-accelerating year. It’s built up momentum fast....

Finding Opportunities for Your Clients Through Segmentation

Anyone offering Business Advice to their clients should have a fundamental understanding of strategic planning.

Market segmentation is a very important concept in business planning. Basically, it involves breaking up...

Six Steps from Compliance to Advisory

We all know there has never been more information and regulatory complexity for Australian accounting firms. It’s hard to keep up with the legislative changes that impact tax and...

Accountants – 8 steps to be ready for 15 May 2019

For Australian accountants 15 May is a significant date. As Tax Agents you are subject to the ATO’s lodgment program framework which at its core requires you to lodge...

What is the true cost of outsourcing?

If you have considered outsourcing, you have probably wondered about the real cost savings your practice can make.

At Connect we understand that our clients need to be sure that...

After M&A, don’t let ‘Us vs Them’ thinking ruin the business

Our recent M&A Pulse Report focusing on accounting and financial advisory firms identified some major challenges with integration following acquisition of firms. Around 60% of firm leaders said that...

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