How to inspire confidence in your Business Advisory Services

(As posted in the Public Accountant website – see below for link) Inspiring client confidence is one of the most important steps in implementing business advisory services. It’s your year-end meeting with an SME client, and you’re faced with the standard questions: ‘Why does my bank account not look like my profit and loss?’ ‘You [Read more…]

How to give “Value” without sacrificing your fees : Using the 5 Point Value Equation Formula to grow your firm

Do you ever get the feeling that clients don’t actually value the work you do for them? They might need their dentist, they might need their tattooist. The pain, after all, is in a good cause. And then, there’s the accountant. Worst case – in their eyes – they’re paying premium fees to you, for [Read more…]

The Art of Sales and Marketing for Accountants … or, the magic beans and the belly ache …

“I really hate sales and marketing. It makes me feel sick to think about trying to persuade people to please let me do their accounting. Sure, I can do the work. But that’s all I want to do.” A whopping 27% of accountants I surveyed recently said their resistance to Sales & Marketing was the [Read more…]

Is licensing the be all and end all in 2016?

As published by Public Accountant – the official journal of the Institute of Public Accountants If we thought that 2015 was crunch time for public practice accountants, well the best is yet to come! It seems 2016 is the year when it all comes to a head. In reality, the big question around licensing for each one [Read more…]

Six things I forced myself to do – to become a magazine centrefold!!

Be careful what you ask for – it’s going to make you grow. Can I share with you an amazing journey I took over the past year, and the guiding lights that saw me through it? Early in 2015 I discovered an award program specifically for accountants. Almost magically, one of the categories sounded like [Read more…]

Public Practice Accounting – is it worth it?

How many of us don’t sometimes wonder if we might have been better off opting for the high rise commerce world of the big city? Oh, for that easy money … the guaranteed pay cheque every month. It sure would have made for smoother sailing. But then again, what about the big payout we’d miss [Read more…]

‘Information overload’ could alienate clients, warns expert

Written by Mitchell Turner, and published on “Accountants Daily” on Monday, 11 January 2016 A desire to over-analyse facts and figures could potentially serve as an accountant’s “downfall” when dealing with SME clients, according to one industry expert. Tracey Loubser, managing director of Confident Cashflows Plus, claimed accountants run the risk of overwhelming their clients [Read more…]

Can software generated reports really help accountants build a business advisory service?

By Tracey Loubser As published by “Public Accountant – The official journal of The Institute of Public Accountants” on 8 January 2016 Accountants understand numbers. At a glance we can discern what they mean and what to do about them. SME business owners, on the other hand, tend to be action people – numbers, for [Read more…]

Confident Cashflows helped me turn my business from loss to profit in ONE month!

I wish I had called Tracey Loubser from Confident Cashflows a year earlier!! Although I had a successful espresso bar in Perth I was bleeding cash from kitchen costs and wages. Tracey helped me clearly see the matrix that is my cafe business and by focusing my financial attention on both of the problem areas [Read more…]