You do not build a business; you build people and then the people build the business. I know that as practice owners, you have experienced the pain that comes along with growing firm. From finding and keeping great people to building consistent processes for serving...
Client Management
All aspects of managing client relationships including systems and communication
Lending in Covid-19
by Steve Lake | Sep 8, 2020 | Business Services, Client Management, Financial Services
So it’s official, we are in a recession – 2020 has delivered none of what it promised, yet delivered heartache and pain for a lot of people. I’m sure you’re as over it as I am! But we also know where there is disruption, there are opportunities. With this in mind, I...
Temporary Relief Measures for Financially Distressed Businesses Extended – Proceed with Caution
by Bruce Gleeson | Sep 8, 2020 | Business Services, Client Management, Featured Articles, Financial Services
The Federal Government announced on 7 September 2020 a further extension to 31 December 2020 of temporary relief measures that were previously set to expire on 24 September 2020. Curiously, such measures were announced within 24 hours after the Victorian Premier...
My thoughts on Xerocon 2019
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...
5 Saasu Gems to Make Your Accounting Easier
by Marc Lehmann | Apr 19, 2016 | Business Services, Client Management, Featured Articles, Financial Services
Being a CPA candidate and a Client Manager at Saasu gives me the unique opportunity to hear a lot about people’s business problems and show them how to use Saasu to create a better accounting workflow. For each unique set of challenges Saasu has different ways to help...