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Screening potential clients sounds rather clinical, a bit like screening for a disease.

Truth be told, D clients are like parasites.  They can be painful, demand attention, drain your energy, query your bills and if they refer you work - breed more parasites.  Most significantly, they’ll damage your brand, morale and culture. Unlike the pa...
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There is no doubt accountants need to evolve.

The accounting industry is going through massive change in response to compliance automation, tax simplification and an increasing demand from clients for more proactive services.  Contrary to popular opinion (or fake news), I am not of the view that we are talking abou...
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Recently I ran a ‘Succession Insights Poll’ in New Zealand, with 441 accounting firms participating. The most thought provoking question raised during the post-poll webinar was ‘What happened to all the Young Guns coming through; where are they and why do they not want...
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The biggest challenge in business stems from 'TLT' - too little time.

One of the best solutions to TLT is to delegate more, either to existing team members or to people external to the business (outsourcing). It's as simple as looking at the number of hats you are wearing to see if you can delegate any of them....
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I firmly believe that when anyone starts a new role they come to work with the intention of doing a great job. They're keen to make an impression, to make a difference, and to enjoy themselves. After all life is too short, right? If the average person spends 40,000 hours of ...
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And that was possibly the most ridiculous blog title I’ve ever written.

There is no such thing as the modern accounting firm, any more than there is the modern store or the modern plumbing company. Real time reporting, less paper and no server are all outcomes of technology shift; they don't of themselves create the modern firm. They're now a ...
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A resolution is defined as: 'A firm decision to do or not do something.' When we set attainable resolutions we gain clarity of our desired direction both personally and professionally. They say it takes 21 times to change or create a habit and by actively speaking change w...
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Be, Do, Have.

October 20, 2016
Our success in life can be summed up using these three words in their correct order. The ordering of these three words will heavily influence the outcomes that we achieve. Compare these two sentences: ...
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Success in sport is all about playing your 'A' game. Being the best you can be through preparation and training, during the game and even after with modesty and humility in success and graciousness in defeat. If everyone on the team plays their 'A' game the results are impre...
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Are you adding value to your clients or are you spending too much time playing checkers? Let me explain how the game is played in so many Accounting firms. The game starts with the client diligently (sometimes!) completing their Xero coding (or cashbook) and submitting i...
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