Taking a front foot approach

If Accountants want to retain their ‘trusted adviser’ status then they need to be much more involved in their client affairs. They need to get closer to their clients and understand their clients’ financial affairs even more than before. Having deep ‘financial intimacy’ with a client is what needs to be achieved. Having financial intimacy…

The Future of Compliance

There is one word to describe the future of compliance….commoditized. With a repetitive task eventually systemization kicks in and after that commoditization. Once a product is commoditized then price pressure and new competition takes over. This is what is happening with statutory compliance for individuals and companies. The reason is simple. Cloud accounting software. New…

Accountants Benchmark Report – now open

In 2013 over 540 firms participated in our annual benchmark report, making it the  largest benchmarking report of its kind. Open to all Accounting firms globally the report anonymously measures firms against others in the industry. Firms are invited to input their data into the online system up until the 15th of February cut-off date. The benchmark reporting system captures data such as firm size, number…

My Goal Achievement Process

Happy new year! At this time of year there is a lot of conversation on social media platforms regarding ‘new years resolutions’ and ‘goal setting’ but very little on the process of achieving the goals. So I thought I would give you in detail my goal achievement process. Let me just start by saying that…