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Coach

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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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