Blog

Why have an onboarding system

Have I made right decision? Should I have stayed with my ex? 

What if he let's me down..

I can't bear to go through this process again 

These are the thoughts going through your new client's mind..

Have I made the right choice, or not
I'm excited, but also fearful
Excited to have...

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How to generate new business for your firm

new business Dec 07, 2020

How do I generate new business for my accounting firm? 

Alongside recruiting the right people, this is one of the top challenges that I hear from firm owners on a weekly basis.

So how do you go about generating new business for your firm? 

Well one tip that can help with this, is to...

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Leaders are readers

leader marketleader skills Nov 30, 2020

I was a really late reader…

I don’t mean that I couldn’t read, I could, otherwise qualifying as an accountant would have been quite the struggle 

But I mean that until my mid 30s - I didn’t have a love for reading. I found it boring 

However as I started on my...

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This #1 tip can win-back lost sales

So, have you ever been in that sales meeting with your prospect, where at the end of the meeting, when you have gone through your proposal and your price, your prospect says, I'll think about it and you say, okay, that's fine. And you let them go.

And then you hear nothing. You try and follow...

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Do your team members really trust you?

Are you struggling with creating the right culture in your firm, creating that high performance culture, where everyone is inspired to come to work, they love what they do, they're attached to a higher purpose?

Well then you might want to consider how much do you genuinely trust your team...

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You need to be thinking long-term about this...

I had an inquiry from someone the other day, who I last saw five years ago. This gentleman came to a seminar I did, when we could do things in person, five years ago that we held at the local Holiday Inn about tech strategies and whatnot. And when the inquiry came through, I thought the name...

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Trying to grow your firm? Watch this...

So when you're trying to grow your accounting firm, no doubt you're out there, you're trying to win new business, you're are doing marketing, you're trying to educate, you're trying to add value, you're trying to getting those new leads to win your business and grow your accounting firm.

But...

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Stop waiting, take action!

So do you find that you lack the motivation to start doing what you want to do?

You're waiting for that inspiration and that spark to get you to doing the things that you know will take you towards your goals and dreams. Well, actually, let me debunk a myth here. The myth that that motivation,...

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What kind of culture do you have in your accounting firm?

How do we build the right culture in our businesses, in our accounting firms?

I've spoken before about the importance of trust. How do we create that sense of trust, that safety and that belonging that all our team members feel as part of our organization? Something I've learned from Simon Sinek...

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How to shape your future one habit at a time

I consume a lot of these business books self-development type, TED talks, YouTube videos and books, and a common theme is around the habits of highly successful people.

One of my favorite books of all time is the book by James Clear, "Atomic Habits." If you haven't already read it, I really...

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