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Three Freedoms

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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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Fear of selling is holding accountants back.

Product pushing is trying to sell a number of different products or services to clients irrespective of their needs. We've all experienced the stereotypical insurance salesperson who is only interested in getting the sale. As the client in this situation we want to run fo...
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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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