All aspects of managing client relationships including systems and communication
Register for our upcoming webinar on the 19th August 2021, 12.00pm AEST As an accountant you know your clients need your trust and expertise when it comes to their mortgages, but you also know this is a highly regulated industry full of wonderful compliance and lender...
Are you currently undertaking additional grant work? Are your scope and engagements up to date to mitigate your practice’s risk of scope creep? Written by Rebecca Mihalic Properly managing your scope and engagements through crisis can mitigate your risk. As NSW enters...
With tax time here, the ATO is using the mainstream media and accounting forums to put businesses and individuals on notice that this year is going to be very different to last. The implication is clear. With the economy on the mend and things settling into a “new...
With a new financial year kicked off in Australia it is not too late to plan for the year ahead if you’ve not done so already. Here are my suggestions to make FY22 a great year. (Re)articulate your values Get clear on your mission Get clear on your vision Have a...
Managing client relationships effectively can be challenging when the primary focus is on getting the work done efficiently and professionally. Engagement documents are the best way to ensure both engagement scope and fee for service are clearly understood. They also...
The Business Advisory Services Implementation Training series of webinars commenced on 7th July 2021 and continues on a weekly basis until 31st August 2021. During each weekly webinar a presentation will be made on a key product/service that is included within the ESS...
Every accountant knows that reviews or audits of your client’s tax returns or financial compliance obligations can sometimes be unavoidable. When an audit hits, this is rarely a reflection of the work put into preparing the return and is more often due to a specific...
