by Rob Pillans | Nov 19, 2020 | Featured Articles, Financial Services, Practice Management, Team Leadership, Workflow Management
A few of my clients have recently commented that as a result of the pandemic they are thinking about their office space differently. It was also one of the topics I talked about in a vodcast I produced (See it here here. ) One firm owner in one of my groups noted that...
by Rob Pillans | Oct 23, 2020 | Featured Articles, Financial Services, Practice Management, Team Leadership
Succession could be defined as the process by which the current owner/s of a firm transition and handover ownership to new owner/s. When I say handover I don’t mean for free! The usual situation will be a sale of equity to new owners, often on a stepped basis over a...
by Rob Pillans | Sep 24, 2020 | Featured Articles, Financial Services, Practice Management, Professional Development
by Rob Pillans | Sep 23, 2020 | Articles Recently I’ve had quite a few conversations with clients about when to hire the next person into their accounting firm and what role it should be. I hold the view that as a business owner you should always know what role...
by Rob Pillans | Oct 1, 2019 | Client Management, Document Management, Practice Management, Professional Development, Software Support, Team Leadership, Technology, Uncategorised
I attended the two days of Xero’s annual conference on 4 and 5 September. I did not make it to the wrap party so can’t comment on that. There was less hype this year compared to last year. It seemed a bit calmer and reflects, I believe, the growing maturity of Xero as...
by Rob Pillans | Jul 23, 2019 | Featured Articles
I attended the AICPA Engage conference in Las Vegas from Monday 10 June to Thursday 13 June. The conference offered hundreds of sessions across technical and non-technical topics and was attended by about 4,000 accountants, mostly from the USA. I attended two sessions...