The holiday season, with its festive spirit and celebratory mood, also brings unique challenges for financial business leaders including Chief Financial Officers (CFOs). One pressing concern is covering the staffing gaps that inevitably rise due to year-end...
Team Leadership
Updates on team management including engagement and coaching strategies
Accountants who want to be mortgage brokers
by Steve Lake | Oct 12, 2020 | Financial Services, Practice Management, Professional Development, Team Leadership
I often get asked by Accountants “Can I become a mortgage broker and write the loans myself”. The simple answer is yes, of course. However, the correct answer is “Should you”? And here is why. 1.Educational requirements Certificate IV and Diploma of Mortgage Broking;...
Do you know how to hire and manage graduates or early career seekers successfully?
by Alisdair Barr | Oct 6, 2020 | Featured Articles, Practice Management, Professional Development, Team Leadership
Accounting graduates and early career seekers are the future of our profession. Yet more often than not, they take up the most time when hiring and managing to get them to the point of market utilisation, which is the point where your investment in them is financially...
Finance and Accounting Tasks You Should Outsource
by Boobalan MAdhavan | Sep 24, 2020 | Featured Articles, Financial Services, Practice Management, Team Leadership, Workflow Management
When you are running your own business it’s natural to want to handle all the operations. However, when in the finance and accounting industry, there are a lot of time-consuming tasks that need to be done but may not be the best use of time for your highly qualified...
Three Tasks to Outsource
by Boobalan MAdhavan | Sep 9, 2020 | Featured Articles, Financial Services, Team Leadership, Technology, Workflow Management
No one ever said that running a business was easy, whether small or large. There are just so many different things you need to be thinking about at any given time. When you are a small business you may not have the resources to do it all yourself. Whether you are...
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...