A few days ago, I had the great pleasure to sit down again with my good friend James Patrick in person, in Monte Brè. It was a truly spontaneous and ...

There’s something magical about the way mornings unfold in a beautifully designed space—and this breakfast room proves just how transformative a little ...

We’ve all heard it before: Compliance work is dying. Accountants must move into advisory. It’s a claim that’s been doing the rounds for over a decade. I ...

Maverix CEO Jeff Kennedy said that Van Eck’s experience in scaling technology, boosting the productivity of agents and optimizing brokerage operations ...

London, May 2025: Menzies LLP, a leading accountancy and strategic advisory firm, today announces the expansion of its Deal Advisory team with two ...

When you go through the process of building and iterating an advisory offering within a specific niche, what you end up with is a valuable tool for ...

Scaling your advisory operations is all about repeatability and process. Repeatability in how you implement with clients as they subscribe to your ...

Whether you hold in-person or digital meetings with your clients, you have options in how you present dashboards or reports. Everyone has their ...

Interview with James Patrick, TheGreatTakingReport.com As many of my clients, friends and regular readers know well, I’ve spent the better part of the ...

The 2025 Xero US Roadshow is set to deliver a day packed with innovation, networking, and inspiration. Let’s explore what’s on the ...