Mark Lee - all about accountants | 2008 August

Accountancy firm alumni lists – do the rules make sense?

August 26, 2008

Tweet I went to a Chantrey Vellacott alumni ‘do’ recently. I had a most enjoyable time although it felt a little strange as I never worked for the firm – but I had worked for one the predecessors. I even managed to find a couple of faces I recognised from those dim and distant days; I left shortly after passing my ACA exams in 1982. I have fond memories of my ‘articles’ (as that training period was called in those days). I also get invited to alumni parties arranged by Deloitte. [...]

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Websites for accountants

August 21, 2008

Tweet I regularly find myself sharing my views on this topic so I thought it would be helpful to include in one place all of my previous posts on related issues: Websites for professional firms (part one) – what messages does your site need to communicate? Websites for professional firms (part two) – who are the real target audiences for your website and what do you want them to do? Read Full Article →

9 signs of a bad accountant – what about you?

August 19, 2008

Tweet One of the podcasts I enjoy listening to is Guy Kingston’s Antidote to Business Advice - Mind Your Own Business. I don’t often agree with him but I like the style of the show and particularly enjoy John Richards‘ contributions to the debates. I’ve just found Guy’s Mind Your Own Business Blog and his current posting titled: 9 SIGNS OF A BAD PR AGENT The thought immediately occurred to me that most of these would equally be signs of a bad accountant. What do you [...]

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Tax Return completion – tips and advice

August 8, 2008

Tweet Where does the time go? It’s almost exactly two years since I recorded my first webcasts. They are still viewable from the ICAEW Tax Faculty website. 1. Collating clients’ Tax Return information 2. Billing the Tax Return work [the ICAEW link for this webcast doesn't seem to be working at the moment] 3. Quoting for tax compliance work They each contain around around 5 minutes of tips and advice and were intended to help accountants to avoid disappointing and losing their clients. I recall suggesting that [...]

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A salutory example and warning

August 4, 2008

Tweet As regular readers will know, one of the talks I regularly present to accountants and tax advisers around the UK addresses Negligence claims and what you can do to avoid these. Early on in the talk I know that I shock some of my audiences when I spend a few minutes talking about Forgery and fraud. I outline the relevant law, the penalties and some of the activities that fall with this remit. I explain the relevance of this and how it relates to the rest of the material being addressed. I [...]

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In house training session for an accountancy firm

August 1, 2008

Tweet Had a great time yesterday afternoon presenting a couple of training sessions for an accountancy firm. I love doing this. Normally I only do one slot on one issue. This time though I’d been asked to address both of the following : How to avoid negligence claims; and Taking the work out of Networking Both were cut down versions of full half day courses and seemed to go very well. The guy who had booked me was delighted and said I’d created a very good impression and made a number of new friends. He [...]

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Accountancy firm alumni lists – do the rules make sense?

Websites for accountants

9 signs of a bad accountant – what about you?

A salutory example and warning

In house training session for an accountancy firm

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