Strategic Articles

My resources on strategic thinking and planning for Accounting Principals and Partners

Should Value-Add Services be a Division in accounting firms?

May 18, 2017 By A Robertson

Regional accounting firms have been exceptionally busy attempting to keep up with client demands and finding the right tools to deliver more value-adding services. Most are struggling to get the real growth they desire because it’s difficult to; Find the time to make it focus Get the team to find and sell the opportunities Ensure […]

[TA100] Where the Accounting Industry will be in 3 Years & How High Performing Firms are preparing

March 24, 2016 By A Robertson

This is my 100th TA, so I’m doing a recap on where the industry was three years ago when I started, where it is today and forecasting where it will be in three years time.

[TA97] As your clients evolve, so do your business opportunities

February 11, 2016 By A Robertson

Our clients have and continue to change. While this may have put the squeeze on traditional compliance, it is also creating great business opportunities for firms willing to respond. Here are two things you need to know about how your clients are changing, and the smartest ways for you to change in order to mitigate risks and capitalise on the opportunities.

[TA96] How to Plan 2016 for Long Term, Sustainable Profit

January 28, 2016 By A Robertson

This is a short summary of how firms can best prepare for 2016, including hot topics to focus on and those to avoid becoming distracted by.

[TA95] Don’t consider Licensing until you’ve read this…

January 14, 2016 By A Robertson

This week I offer an honest opinion about how licensing will affect you and your firm including what I think you need to consider and what you need to focus on in order to be most profitable in 2016.

[TA94] Do you have the right people to deliver Value Add Services?

December 3, 2015 By A Robertson

How to structure your Accounting firm teams for profit (and maximum efficiency).

[TA91] Your Chance to Leverage Technology is Running Out

September 10, 2015 By A Robertson

I know it’s been headlines for years, but I’m still seeing firms missing out on huge opportunities presented by new technologies. This frustrates me because I know how to turn the tides, how to harness the new and sometimes disruptive forces and make them work towards greater profits.

[TA84] Fixes for Tough Topics for Accountants

June 11, 2015 By Andrew Robertson

There are a bunch of practice performance topics that Accountants find hard to talk about. Addressing them can be even harder. This week I share four solutions, each with widespread benefits to Partners, their Teams and the entire Practice.

[TA74] The Real Business Numbers that are Driving your Practice

April 2, 2015 By Andrew Robertson

This week Andrew reveals five critical areas of business and the figures that allow you to track your growth and improve your decision making. Each section includes a comprehensive wrap on why you need to figures and what insights they give you, as well as prompting you with further questions to measure how your firm is currently managing that area.