I’ve been an accountant for decades, with senior roles and a partnership in a large firm.
I’ve also run my own (non-accounting) small business. That was a real eye-opener. I discovered just how little my profession understood the issues facing our small business clients, how little we listened and how much we could offer – if we only knew what to provide and how to do it.
That was when I realised it was time for an industry-wide mindset shift.
I’ve met so many people that provide professional services, with great skills and experience. But too many of us have lost confidence and our faith in our profession.
I get that because I’ve been there. I gained a lot of weight, drank far too much and lost sight of my dreams, my self-belief, my skills and my expertise. I looked for leadership, but I couldn’t find it.
Then one day, I woke up to hear a clear, strong voice in my head. It was time to make changes – BIG changes.
I embarked on a voyage of personal, business and financial discovery. I discovered and created systems to help people like us. Now I work with accounting and professional services businesses, helping them to create and grow financial advisory services that build great businesses for their clients and themselves.
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