Strategic planning for your firm
With the rise of technology in recent decades and a new generation on the precipice of working for and with the accounting field, the landscape of this industry is ever-changing and needs to be assessed constantly to ensure your work is relevant and reaching your targets. Engaging in strategic planning on a regular basis ensures…
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Opening up new doors in your career
With the new year over and the next financial year creeping up it’s time to move forward, look at things differently and perhaps even head down a new path in your firm. 2023 is the season of new opportunity, so now is the time to refresh your workplace habits to create your own “new beginning.”…
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Think Positive and it Shall Happen!
This month, something a bit different……. As I write this article, it’s night-time, my dog Bobby is sleeping at my feet, I have a cold glass of soft drink (maybe – maybe not) within reach, and as I look out of my window, in the darkness all seems right with the world. It’s quiet and…
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The Value-Added Proposition
Good profitability, strong cash flow, growing return and being client-focused go hand in hand. At practice level, most accountants believe this, but they have a hard time identifying specific actions and communicating the benefits to clients in a manner they can understand and value. Here are 10 specific things you can do: If you would…
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Building a Business Advisory Brand
In today’s dynamic accounting market brands are so much a part of our day to day lives that we forget how much we depend on them. Look at successful businesses like McDonalds, Qantas, Air New Zealand and Coca Cola for example. Their brand is well recognised and the market knows what goods and services they…
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Joining a Board of Directors
Being invited to join a Board can generate a “warm inner glow” because it is generally a sign of recognition that you have something to offer an organisation’s Governance process. However, it is also a very important personal step that can have consequences, in terms of you or your clients, available time and energy and…
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Preparing Your Firm for Advisory Success
So, you’ve decided you’re up for the challenge of business advisory work. The single most important piece of advice we can give you is this: you’re not going to succeed if you don’t have a solid, proven implementation plan and the resourcing and capacity to systematically roll it out. In my experience, you’ll also need…
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Keeping Clients Engaged and Happy
As an accountant in practice, you already know that providing excellent service is essential to retaining your clients. But believe it or not, you can provide your accounting clients with an experience that makes them not only likely to stick with you but can turn them into raving fans or as I often say; walking,…
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10 Questions for Client Strategic Planning Workshops
The purpose of a strategic planning workshop is to set overall goals for your client’s business and to develop a plan and actions to achieve them. It involves stepping back from their day-to-day operations and asking where their business is headed and what its priorities should be. Strategic planning workshops are a great way to…
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