In the Slipstream Blog

We are privileged to work with accounting firms and financial planning firms on a daily basis. This places us in the fortunate position of being able to see up close what’s working and what’s not. in this section, we share our observations. We hope these insights prove useful in helping you create your firm of the future.

Collaboration in action

Today I facilitated a meeting between a firm of financial planners (who I’ve coached in the past) and an accounting firm (which I’m currently coaching). Both firms are great at what they do.

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When it’s time to wave your coach goodbye

Taking a break from coaching can be beneficial. Changing your coach periodically is also healthy. But if you’ve still got goals to achieve and improvements to make, don’t leave it too long before you get back in the saddle.

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How to succeed when your road turns upwards

I’ve recently returned from a cycling trip to Italy, which was a great success. Along the way, I found some ready analogies with the journey my coaching clients undertake. As it happened, there was plenty of time for reflection as I settled in for two to three hours of unrelenting incline on many of the mountains we tackled. I hope the thoughts accumulated during this endeavour prove helpful to accounting and financial planning practitioners.

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How leaders can sabotage their own firm

You won’t achieve your firm’s goals if clients ask your team members about new services only to be told, “I don’t know”. Leadership does not mean, “do it all yourself”. Your broad vision is to step up and lead, to offer the services your clients need, to be consistent in your processes; and to not drop the ball.

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From conversations with ‘great’ leaders…

In my experience working with hundreds of accounting and financial planning firms, I am convinced that the leadership practised by a firm’s partners plays a critical role in achieving results. Even within the firms who have taken…

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Game theory and your business

Lets understand this game we are playing… the game called work. In game theory there are two kinds of games, there are finite games and there are infinite games.

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Xero – Culture Central

I snuck away from the #ATSA16 conference in Melbourne yesterday to head to the Xero office in Hawthorne and hang out with a good friend, The Sky Guy, Jamie Johns from Sky Accountants in Ballarat.

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Foot on the Brake

Many firms are subconsciously resigned to their current level of revenue because taking on more clients would plunge their back office into chaos. This article provides remedies which will open up new possibilities for growth.

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The Starbucks Client Experience

I recently read a great article from the states which likens a well systemised and streamlined business advisory firm to a Starbucks coffee house. They made some great points that apply to our own businesses.

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Secrets of a Marketing Genius Part II

This is the second article in an occasional series, the first of which discussed the importance of growing a database of prospective clients. This next element explains how to continually engage that audience by sharing ideas and items of interest.

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Who is your Ideal Client

At some point in our business life cycle we inherently decide to focus on a particular client whether it be demographic, niche or service specific instead of taking on anyone with a pulse. This is an important…

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How to improve Profit per Partner

Tomorrow and Friday we are hosting a two-day business planning workshop. It’s sold out which is not uncommon for a January workshop, it’s a good time of year to do it. While cleaning out…

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Do you have a clear Organisation Chart?

Fundamentally, organisation charts are a vital tool for visually communicating your firms structure and identifying who is accountable to each area/position within the business. The following are some top benefits to use organisational chart:

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