Our Latest Posts
CAS UPDATE
A new app patch has just been released which updates an image within the Strategic Planner and also includes the following previous updates to CASv6. Minor text adjustments Display and…
A NEW WAY TO THINK ABOUT ADVISORY
Put Yourself in Your Clients’ Shoes I was talking with an accountant the other day and they kept on using the phrase “Added Value Services”. I really don’t like this…
EFFICIENCY VERSUS EFFECTIVENESS
They are not the same! I‘ve never met an accountant yet that is not doing advisory with their clients at some level. The Advisory Problem that many accountants face is…
YOUR ADVISORY …YOUR WAY
It is really important to be clear about what Advisory means to you, your people and your firm. There is tonnes of research that suggests most people forget at least…
WIN with W-I-N (Part 3 of 3)
Reprise. The W-I-N Model is all about you developing your practice the way you want to develop it. There is no right and wrong in building the practice you want…
WIN with W-I-N (Part 2 of 3)
A quick reprise. The W-I-N Model is all about you developing your practice the way you want to develop it. There is no right and wrong in building the practice…