It might sound counterintuitive. But limit your goals in terms of scope and timeframe, and you might find you achieve more thanks to focus and accountability. That’s the logic and value of using OKRs.
Firms need to operate - and earn - like businesses, but many of them don’t. Here’s what the industry’s leading accountants would do to fix that.
Accounting is changing. New tech. New ICPs. And new service models. But do firms face a fork in the road — and a decision to make about how they serve clients in the future?
If AI is a “threat” to traditional accounting. What next? Advisory relies on human intelligence, but AI can help support and improve your delivery.
1 workshop, 2 hours, 3 exercises: an Account Planning Workshop might be one of the fastest and most powerful ways to expand revenue within existing clients. These are the APW exercises I use, and how to run them well.
A deep understanding of what clients want and need, today and in the future, is crucial for retention. As is having the proposition(s) to match. Enter: the Account Planning Workshop.
Advisory was a clear, logical fit for flinder from the start. But building it right took time. We had to learn about clients and earn their trust. So let’s take it back to the beginning: what did we prioritise and why?
There’s truth in the saying, “it’s not the winning, it’s the taking part”. Applying for an award - and doing it well - is a valuable process, no matter whose name gets called out on the night.
The Finance Takes The Piste 2025 whitepaper is here - download the insights and start applying the actions.
Growth should be a top priority for all firm leaders. And, no, it’s not enough to rely on passive growth channels like referrals alone.
