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Communication

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True story

An accounting firm relayed this scene to me this week.  One of the firm’s partners, Dan, was at a rugby game with a few of his clients.  They’d had a few beers and the banter was flowing. Out of the blue one of Dan’s clients (his name is also Dan, which is co...
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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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The power of drawing

May 17, 2017

A picture paints a thousand words. So why don't we draw more?

My old excuse (below the line thinking) was that I'm an accountant and therefore I can't draw. Too bad if you're a visual learner, you'll just have to listen to what I say or read my words. Worse still, I'll subject you to death by PowerPoint. Does this sound familiar? Thos...
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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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Six habits of successful conversationalists

Holding a good conversation is an underrated, but required, skill in our industry. This separates good advisors from excellent coaches. It's easy for accountants to fall into an advisory rut, cutting to the chase, always giving the answer - delivering advice based on experi...
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31 March has passed, it's a good time to reflect on the future accountant.

Last Wednesday, the Herald published this article on the future automation of jobs, listing the top 10 jobs to disappear (tax preparers coming in at number 8). The news piece was based on an NZ Institute of Economic Research study commissioned by CAANZ and will meet with bo...
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