Featured Archives - Complete Advisory Solution

The top apps for accountants

As mobile devices have grown more powerful and WiFi access ubiquitous — and as people have grown used to be able to work anywhere, anytime, on any device, the capabilities of apps have grown significantly, as has how we define them. These days, everything is an app, from your massive accounting software package on down — so when we asked a panel of IT-savvy practitioners, software experts and tech thought leaders to share their favorite apps, we got a very wide range of tools that solve an even wider range of problems.

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WHAT DO CLIENTS VALUE?

Featured / John Thompson

Two stories for you that should make you think

WHAT DO CLIENTS VALUE? Read More »

A NEW WAY TO THINK ABOUT ADVISORY

Featured, Tips / John Thompson

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 phrase – I find it to be insulting to accountants as it implies there are things we do for clients that do not add value.

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EFFICIENCY VERSUS EFFECTIVENESS

Featured, Tips / John Thompson

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 that it is often not structured, not organised and, worst of all, not paid for. The way to change this is keep advisory simple and

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entrepreneur, startup, start-up-593378.jpg

YOUR ADVISORY …YOUR WAY

Featured / John Thompson

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 80% of what they heard the day after they heard it – so having a structure and process and writing it down is ESSENTIAL Here

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WIN with W-I-N (Part 3 of 3)

Featured / John Thompson

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 but however you chose to do so there are three pillars that you will always need to deploy or at least consider. W – Winning

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WIN with W-I-N (Part 2 of 3)

Featured / John Thompson

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 you want but however you chose to do so there are three pillars that you will always need to deploy or at least consider. W

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WIN with W-I-N (Part 1 of 3)

Featured / John Thompson

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 but however you chose to do so there are three pillars that you will always need to deploy or at least consider. W – Winning New

WIN with W-I-N (Part 1 of 3) Read More »