You wouldn’t back every horse in a race. So why are you using all that software? Diagnostax, The Gap, Clarity, Syft, Fathom, Float… …I could go on, but you get the picture… You’re keen to not ‘miss the boat’ so look at all the software that’s out there that can help you provide ‘advisory’ services to clients. The result is you get overwhelm. Your head spinning, listening to and trying… Read more
How often do we sign up for new software, have great ideas for our new marketing campaign, running webinars, email newsletters…? …only to run out of steam, get busy with other things… …and stop. Cancel the software subscription (or worse still, carry on paying for while not using it!)… …post 3 blogs in one week…and then stop. …post twice a day or more on social media every day for 2… Read more
The earlier you get your pricing right the better. You need to work out what you want to charge and not be influenced by other factors – how much you need the work, whether you like the client, what mood you’re in. Try and remove emotion from it. Easier said than done! I was guilty, as are many others, in the early days desperate to win work you price low… Read more
When starting out I had no set or predefined systems or processes. I had left practice very soon after qualifying and the practice work experience I had was mostly in audit. It wasn’t the best training for me if I was going to start running a small practice! I knew the work that needed to be done but I had no system. I learnt on the job so to speak… Read more
If you’ve read my e-book, heard me speak or seen some of my postings on LinkedIn, you’ll know I’m a fan of technology and how it can make our lives easier and enable us to provide a far higher level of service to clients. If you’re a user of Xero or Quickbooks Online you will know there are a huge number of business applications which can be linked to these… Read more
It really did – honestly. Not in a spiritual kool-aid type way but becoming a ‘Xero Accountant’ helped me to change the direction of my career which has led to more work satisfaction, getting to see more of my family and putting me more in control of work and life. If we go back to 2010 I had recently left full time employment as the Group Finance Director of a… Read more