89. 89. 2019 Planning

Published: Jan. 14, 2019, 2:49 a.m.

Welcome to 2019. We are pumped to be back and keen to get started, no mucking around. Our In depth this week is 2019 planning. We share the tips that worked for us. Best on Ground Paul appointed to Australian federal Govt Advisory group. With Kate Carnell and Peter Strong https://www.minister.industry.gov.au/ministers/karenandrews/media-releases/empowering-small-and-family-businesses 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? https://www.linkedin.com/feed/update/urn:li:ugcPost:6488469065940762624 Second tier lender transparency Ondeck and Banjo https://www.ondeck.com.au/smartbox/ 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 https://www.linkedin.com/feed/update/urn:li:activity:6484170490406674432 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 David Don't think big. Stop thinking big for a 12 month plan Only have 2 Don’t include financials: This is the accountant’s mistake. This is budgeting. You budget to support your goals. Paul 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/ Where you want to be. “What... See omnystudio.com/listener for privacy information.