You’re a busy tax practice. This means you provide vital advice and compliance services. It also means you get a lot of ATO correspondence coming your way. While you’re busy doing the key work, ATO mail keeps coming. You can either bog down yourself or your...
Practice Management
What’s happening in the profession in relation to practice management
Business Gifts: What, When and How?
by Thea Foster | Apr 23, 2015 | Featured Articles, Latest News, Practice Management
The 1, 2, 3 Series on Courtesy and Good Manners in an Accounting Firm. Issue 4: Business Gifts: What, When and How? Introduction When is a thank you note not enough? This article is the continuation of Issue 3: Thank You Notes. What? Agreed, it is respectful to...
Your Business Advisory Platform – What’s Missing?
by For Accountants | Apr 16, 2015 | Featured Articles, Practice Management
For an accounting firm to have a successful business advisory platform, you need more than a couple of software tools and some interested clients. Are you getting sufficient leverage to develop your business services platform in the new financial year? In working...
The Proactive Administrator – NEW Online Training Program
by For Accountants | Mar 9, 2015 | Latest News, Practice Management
Training Beyond Accounting has launched a NEW 6-part Online Training Program specifically for administrative staff working in an accounting environment. Topics include Manage firm expectations, Improve internal communication, Take control of client relationships, Get...
Can accountants and financial advisors work together?
by Dale Crosby | Mar 4, 2015 | Practice Management
A recent BRW report on accounting services highlighted that “one-third of firms nominated wealth management services as one of their three fastest growing business lines.” One of the major challenges accounting firms are currently facing is how to successfully provide...
The 1, 2, 3 Series on Courtesy and Good Manners in an Accounting Firm
by Thea Foster | Mar 3, 2015 | Latest News, Practice Management
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 in a meeting of people from 18 firms and received many comments. The Meeting Chair Decides the...
The Power Of Decisiveness
by Iain Enticott | Feb 3, 2015 | Practice Management
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, to-dos, plans and actions out of your mind and into a system that you...