89. 2019 Planning

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Best on Ground

Paul appointed to Australian federal Govt Advisory group. With Kate Carnell and Peter Strong


New CA program pathways re opens debate on the value of professional membership https://www.linkedin.com/feed/update/urn:li:activity:6487091624361988096

BGL - 40 releases last year. When we talk about innovation we should be talking about this.

Voice Activated tech is all the rage at CES, will it take on for time sheets?


Second tier lender transparency Ondeck and Banjo



My Prosperity Client Persona’s https://www.myprosperity.com.au/blog/5-common-client-personas

Special for our Listeners

Buyer personas are the start of your marketing plans. Sequel CFO (David's business) uses personas to define the type of franchisees he wants to attract, you can check them out here https://www.sequelcfo.com/franchising

To plan out buyer personas for your firm you can use the template David used https://offers.hubspot.com/persona-templates

Worst on Ground

NAB’s attempt to engage staff with the royal commission is cringe worthy


With many law firms faking their ‘’new law’’ credentials, are there any accounting firms faking their innovation credentials?https://www.lawyersweekly.com.au/newlaw/24712-observations-on-newlaw-in-australia-in-2018

Virtual working doesn’t work hey? https://www.accountingweb.com/community/blogs/craig-smalley/why-the-virtual-office-doesnt-work-for-cpas

KPMG fines staff for not doing timesheets. https://www.accountingweb.co.uk/practice/general-practice/kpmg-employees-face-ps100-late-timesheets-fine

In Depth - 2019 Planning


  1. Don't think big. Stop thinking big for a 12 month plan

  2. Only have 2

  3. Don’t include financials: This is the accountant’s mistake. This is budgeting. You budget to support your goals.


  1. Design CEO (run by Cameron Schwab) agent of trust worksheet. For everything you want to do you need to focus on what to stop doing. Check it out here http://www.designceo.com.au/

  2. Where you want to be. “What does winning look like?” and plotting how to get there

  3. What to stop doing is more powerful than what to start doing. Simplify processes and stop wasted time.