Management and leadership Archive

The Secret Sauce To Retaining Your Clients…

Are you keeping in touch with your clients and offering more than compliance services?

Most clients change accountants because they feel their current accountant doesn’t care about their business. WHY?

Most...

The Seduction of Growth (gurus)

Are you being seduced by a GROWTH story that could harm your firm?

Have you noticed how many growth gurus there are these days. You know the ones, good-looking, silver...

Client retention following M&A

Client retention and growth is more often than not the key objective of M&A deals within the accounting and financial advisory sectors. There’s real opportunity to be gained from...

2017 Good Bad Ugly vs Australian Financial Review Top 100 Results

Over the recent break, I received a handful of emails from clients curious as to how the Australian Financial Review Top 100 results compared to the Good Bad Ugly...

Start the new year right – our 2018 do’s and don’ts

Tips and Hints to build value in your practice if you’re looking to sell or merge!

Revelling in Verbier’s fresh powder runs contemplating your strategic goals for 2018? Here’s our top...

Is your firm future fit?

Managing legal and regulatory change, the challenges of rising client expectations and mounting fee pressure has become a way of life for tax and accounting professionals.

The right software can...

The Art Of Less In Business

We live in a culture obsessed with growth and power.

We’ve all adopted it as normal and will do almost anything to chase it, regardless of the costs, both personal and...

M&A – Key risks with client transition in small purchases

When buying (and selling) client fees, it’s clearly in the best interests of both parties to make the transition as gentle as possible for the clients involved in the...

The Secret to Increasing Profitability in your Practice

The research shows that more than 70% of employees are not engaged at work. This is costing your firm BIG TIME. The research is also clear that no-one affects...

5 reasons why you’re wasting time in your meetings

For many of us, working life seems like an endless sequence of meetings, some effective but many of dubious benefit. In a recent survey reported in Industry Week, 2000...

More Common Misconceptions on Accounting Practice Ownership Changes

This continues an article published in a last month’s ebulletin.  Here are more misconceptions I hear accounting proprietors say about accounting practice sales, especially regarding prices for Goodwill.

Misconception Number...

The Top 10 Strategies for Accounting Practice Leadership

One of the most important qualities of a great leader of an accounting practice is the ability to get along with people, to show passion, be compassionate and to...

Issue 10: OK, Just Give Me a Checklist of Manners and Courtesy

Introduction

I have been writing on the above topic and hit the accountants’ response of lack of time.  So I was asked to summarise what I propose in some form...

Business Evaluation Workshops Help SMEs Add Value

One way an accountancy business can be seen to be proactive in assisting small/medium enterprise clients to add value to their businesses is to offer to conduct an annual...

Meeting

The 1, 2, 3 Series on Courtesy and Good Manners in an Accounting Firm

Issue 2: More on Meeting Behaviour, Especially by Partners

It seems poor behaviour in a meeting is a major issue for people working in accounting firms. I raised the issue...

The Power Of Decisiveness

I attended an IT business conference in Nashville TN last year, where David Allen, best-selling author of “Getting Things Done”, conveyed the importance of being able to get the millions of ideas,...

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