Posts Tagged ‘Peters’

Monday, October 21st, 2013

Xero – Beautiful accounting software

Jamie“Beautiful accounting software” is the tagline you see when you first hit the Xero website. It certainly has a nice sound to it.

I have written about Xero a few times before in my efforts to keep CPAs in public practice informed of current trends. Xero has sure gained ground over the last 18 months and I continually hear really good things from practitioners across the country.

I heard directly from Jamie Sutherland, President, Xero U.S., last Friday about the good news you might have seen in lots of other CPA media releases. Xero has raised another $150 million to accelerate their growth plans.

Here’s what is going on:

  • Twenty-five of Accounting Today’s Top 100 Firms are moving clients to Xero.
  • They now have over 100 people in the US with offices in Denver, New York and Los Angeles and San Francisco.
  • They just released a Quickbooks Conversion service to help small businesses and accountants convert their files.
  • They are days away from releasing game-changing drag & drop document storage capability in Xero which will be called Files.
  • They are on track for the release of US payroll in early December just in time for peak season. Seamless payroll right inside the Xero app.
  • Lastly, they are on the road during October & November to meet with forward-thinking accountants and industry experts to share the news.  www.xero.com/roadshow

I always suggest to you (and I got it from Tom Peters) is what we believed in when I was working inside a successful, growing firm – –  W T T M S W (whoever tries the most stuff wins).

 

  • If a window of opportunity appears, don't pull down the shade.
  • Tom Peters

Tuesday, April 9th, 2013

CPAs – You Are In The Relationship Business

generalWhen most people think of accountants, bookkeepers, CPAs, they think of them as numbers-people.

Wrong. If you own or are employed by an accounting firm, especially a CPA firm – you are in the PEOPLE business. It’s all about you, your peers, your employees and your clients.

I read a lot of Tom Peters’ stuff. I read his books, his blogs, even his slide presentations. Peters’ has been saying it for a long, long time:

It’s always about relationships. Always was. Always will be. Only connect.

Connect with others!

In his book, The Little BIG Things, Peters tells a story about General Dwight D. Eisenhower and how he did the impossible. No, not the D-Day landing per se. It was keeping the Yanks and the Brits from annihilating each other long enough to hit the beach and get on with the real job at hand.

Turns out Eisenhower, most keep professional observers agree, had a secret, which he in fact understood:

“Allied commands depend on mutual confidence; this confidence is gained, above all, through the development of friendships.”

That’s Eisenhower’s Success Tip #1 – Aggressively make friends.

In my consulting work with CPA firm partners, I find that when they “skip” their regularly scheduled partner meetings, rarely eat lunch together, never go out for coffee or a beer, “things” begin to go down hill. Suspicion and distrust slowly creeps into the relationship. That’s why I think the most important part of a partner retreat is simply time away from the office (and families) to just talk, debate, discuss, confront, agree, renew optimism, be openly honest with each other and mix in some laughter.

  • A passive approach to professional growth will leave you by the wayside.
  • Tom Peters