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Incomplete They Most Certainly Were!

Richard Walters November 19, 2019

When I was trainee accountant it was a time well before computers and most of our clients enjoyed Incomplete Recordsand has there ever been more apt a title as incomplete, they most certainly were? I recall one particularly stressful learning experience with a big farming estate client whose records consisted of a pile of bank […]

Efficiency or Effectiveness?

Richard Walters November 12, 2019

here is a big difference between efficiency and effectiveness. For instance, if you are a bank that chooses to outsource their whole support function to Asia, because it saves money (efficiency) it’s not effective when they start losing hordes of customers for quite frankly, wholly predictable reasons. Time is so precious and I guess that’s […]

Leveraging Your Role

Richard Walters November 4, 2019

Leverage became a buzz word some time ago and just like empowerment and increasingly engagement, like most clichés or buzz words, its true meaning has real value but what is leverage and why did it become the Holy Grail for so many businesses? In very simple terms, leverage is based upon the physics laws identified […]

You Must Have an Articulated Advisory Process

Richard Walters October 29, 2019

The annual facilitated strategic review is key to providing truly client centric structured advisory services. When we get right down to grass roots, there are essentially five types of advisory services that match my recommended advisory process and these can be explained as: Facilitated Discovery – short meetings of under one hour, that are structured […]

Understanding Peoples’ Attitudes to Initiatives

Richard Walters October 22, 2019

When rolling out any new initiative in your firm, not just advisory services, I’m sure you have previously encountered highly frustrating and confusing attitudes by others in the firm. It really helps to understand the dynamics that are often occurring and why people respond as they often do. For simplicity, I put people in all […]

The Power of Success

Richard Walters October 15, 2019

Conventional wisdom tends to suggest that success is the same for all people; surely its just wealth, status and power? It’s this conventional wisdom that leads the bulk of society to assume the Celebrity Lifestyle is what success is all about, but as accountants we know this is incorrect, don’t we? Everyone, including clients has […]