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Committed To Empowering Accounting Firm Owners To Greater Success

Firms globally are learning how to UPGRADE partner performance

Firms globally are learning how to UPGRADE partner performance

Categories Consulting, Event
I have just returned from two weeks of management workshops with accounting firms across South Africa. They are all in a similar situation to firms I know worldwide. Technology companies taking a firm grip and governments seeking to engage with efiling while at the same time reducing the so called r ...
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Could you expand your core compliance services?

Could you expand your core compliance services?

Categories Uncategorized
It’s easy to think of compliance services as appertaining to just accounts, tax and audit. But the reality is that these are just the door openers. I recently identified over 30 core compliance services – does your firm deliver a full range of core compliance services?If you look at this list an ...
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Diversity, purpose and direction

Diversity, purpose and direction

Categories Global
The profession has seen incremental change during the six decades I have been privileged to engage within its boundaries. But, the change in the forthcoming decade is going to be far greater than the last six decades combined. And that change is happening right now today.  Some are addressing the n ...
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Accounting Firm Marketing Essentials

Accounting Firm Marketing Essentials

Categories Global
With the economy looking in the foreseeable future at best sluggish, many firms are revisiting their approach to marketing recognising that every opportunity must be progressed in the pursuit of maintaining and growing the practice.Given that most firms attribute the source of their new business to ...
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The Future of the Profession: Medium Sized Firms

The Future of the Profession: Medium Sized Firms

Categories Global
It is easy to write those words. Yet it is my deep conviction that we are already seeing those changes unfold. So what does tomorrow look like? My answer is that it almost certainly looks very different from today.For over a century accountancy Institutes have led the profession so that accountants ...
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28-29 May – Presenting

Categories Event
Presentation of UPGRADE, during a two day course in Dublin. ...
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