Accountant’s Manifesto


I first joined the accounting world in 1991 and became a Chartered Accountant in 2000. I have spent the bulk of my career working with and advising small to medium-sized enterprises.  I have experience working in all sizes of accounting firms, from sole practitioners to international firms.

My focus in my career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in the accounting process.

My journey has been unique in that I have met some very innovative accountants and mentors in my career. I have been very fortunate to be in a position to learn from them, compare their ideas, and to truly choose the best of the best.  I will be sharing my experiences as I saw them, sometimes updated with the benefit of hindsight.  My postings will be candid and generally unfiltered.  I do not intend to offend, but will apologize in advance if I do.

The purpose of this Blog and website is to share my discoveries in the hopes of advancing our profession. Personally, I would like nothing more than to free accountants from the stress created by high volume commodity work, allowing them the freedom to pursue work that is rewarding personally and professionally.

I welcome you to share my journey and to offer your thoughts and comments along the way. The information and materials that I will share are not intended to be offered as a one-size fits all solution, but rather to offer you some thoughts that you may wish to explore further.

This site is dedicated to sharing my “Accountant’s Manifesto”.  I intend to cover the following general areas:

  • Efficiency versus Effectiveness
  • Outsourcing
  • Networking and Marketing
  • Technology
  • Consulting Tools
  • Consulting Mindset
  • Innovations that impact accounting

I will create tags to allow easy searching – no point wasting time on a topic if it isn’t immediately relevant to you.

My overall goal is to reduce the hours worked by accountants and increase overall profitability. One of my friend’s made an interesting comment recently: “Almost every accountant that I know can tell me how much his gross revenue is, but very few know what their actual costs are.” I challenge you to learn more about your practice so that you can bid on the right kinds of projects and earn what you are worth – your education should be your most valued possession.

Before we go further, may I suggest that you try my Professional Wellbeing Calculator?  It offers some insight into how well you and your practice are doing.






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