After 15 years working closely with accounting and advisory firms

There's one thing we know for sure

Change is the only constant. Are you ready for change?

High Tech | Soft Touch

developing strong, sustainable accounting and advisory firms

interested? learn more about how we can help you and your firm

What we do

Advice

We have the capability and experience to give you the specialist advice and support you need, when you need it.

Planning

We identify the technology, training, and processes to take your team and its service platform to the next level.

Implementation

Once we have buy-in, we oversee the implementation process and get involved directly where required.

Learning

We deliver learning programs focusing on workflow, communication and client relationship management

browse our catalog of self-paced eLearning courses for accounting and financial advisory forms

E-LEARNING COURSES – ANYWHERE, ANYTIME

The Proactive Manager – Should you focus on compliance or advice?

As accounting firms move from a dominant focus on compliance in the work they do with clients to a focus on both compliance and advisory skills, the role of manager has never been more critical. Two types of managers are evolving in public practice, the first with the...

Top 5 Tips – How to Find Time to Engage with Clients – Short Video Presentation

Are you struggling to find time to really engage with clients? See my top 5 tips below: Streamline client data collection and processing. Delegate responsibility for compliance relationships. Delegate client administrative tasks where possible. Appoint a workflow manager to take control of jobs. Establish targets for client discovery time and monitor.