by Dale Crosby | Dec 12, 2020 | Featured Articles, Latest News, Practice Management, Team Leadership
Anyone who has ever worked in a professional firm knows how important leverage is in achieving strong results for both the firm and clients. Leverage allows work to be assigned to people with the most relevant skills at the most appropriate cost base. And it’s this...
by Dale Crosby | Oct 12, 2020 | Financial Services, Practice Management, Team Leadership, Workflow Management
What do the following functions have in common? The ability to maintain focus and attention, to be fully present and alert The capacity to manage our emotions and stay cool under pressure The discernment to establish a good decision from a poor one The emotional...
by Dale Crosby | Sep 20, 2020 | Business Services, Client Management, Featured Articles, Practice Management
A Virtual CFO is a person or a firm that that takes on the role of CFO for a client on a contract basis. Thanks to cloud accounting systems, they can work largely remotely to monitor finances and advise on key business decisions. Their investment in the development...
by Dale Crosby | Sep 3, 2019 | Featured Articles
Over the past decade (or more), there’s been a great deal of focus on vertical services integration within accounting and financial services. This has largely been lead by the push by accounting firms and other financial institutions into bookkeeping, financial...
by Dale Crosby | Jun 9, 2019 | Practice Management
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 their employment conditions. At this time, around 50% of the firms that I work with are developing formal policies...
