Publications
Partnering with Accountants
Your definitive guide to the ultimate referral destination
Partnering with Financial Planners
A guide to growth for accounting firms
Your Professional Headspace
Achieving career success and personal fulfilment as a professional in practice.
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In the media

  • May 2016: In Practice (Magazine of CPA Australia): "Network Advantage" (Pages 26-27).
  • February 2015: In the Black (magazine of CPA Australia): "Choice of Three" (Pages 59-62).
  • Decmber 2, 2014: Australian Financial Review. "Banks won't easily win over accountants".
  • Sept 2014: Professional Planner Online; article. "Unlikely source of help in creating successful accountant referral relationships".
  • June 2014: Financial Planning magazine (FPA): "Early to bed, early to rise".
  • April 2014: Practice Paradox – You Tube. “FOFA – Deadlines and decisions for accountants”.
  • August 2013: My Practice Mentor. Interview – audio. Partnering with Accountants
  • April 2013: Chartered Accountants - Business in Focus. Interview – audio. "Having a great day at the office".
  • Dec 2012: Chartered Accountants - Business in Focus. Interview - audio. "Partnering with Financial Planners".

Books

2014: Partnering with Accountants. Your guide to the ultimate referral destination.
2012: Partnering with Financial Planners. A guide to growth for accounting firms.
2011: Your Professional Headspace. Achieving career success and personal fulfilment as a professional in practice

Strategy papers

2014: 12 Expectations of your future accounting firm
2014: 7 Mistakes accountants make about FOFA
2011: Headspace of mature practitioners
2011: A stranger in the office next door

Subject expert topics

Accountants in practice
Accountants and the incoming FOFA regulations
Accountants collaborating with financial planners
Business coaching
Business coaching for professionals in practice
Ethics in business
Financial planners in practice
Financial planners collaborating with accountants
Professionals in practice – their challenges, issues, lifecycle
Professionals in practice – “Having a great day at the office”
Professionals in practice – marketing
Professionals in practice – overcoming the “Sea of Sameness”
Professionals in practice – structuring for success
1. The most value that gets added to a professional services firm is when the owner is “In the Zone”. What a shame so little time is invested there.
 
 
2. The more days you as a major revenue earner of the firm invest with clients the more revenue the firm will earn.


3. You can't be in the sweet spot by trying to be all things to all comers. Focus on work you enjoy and are good at.


4. Don't try to be something you're not. For example, if keeping up to date with the latest tax changes is crushingly onerous or incredibly tedious then don’t masquerade as a taxation specialist.





 
5. Get real – do you have genuine management talent or would you be happier and more productive working with clients?



6. Let go. Jot down six tasks/professional responsibilities that you don’t enjoy. Come up with a plan to minimise your involvement with these areas and yet still get the job done. Better yet, find ways to engineer these out of your life. Do this today and repeat at regular intervals.


7. Specialise. Find a service niche which enables you to work more and more in areas that fascinate you. Aim to be the best in the world in this niche. Seek out other experts in this field. Subscribe and contribute to relevant publications focusing on this area.

8. Be passionate. It’s great to be really enthused about a subject. For some, this has proved to be a lifelong cause. Your passion will attract others and sustain you.


9. Articulate. Tell others about your talent. There are lots of great ways to do this - presentations, websites, blogs, articles, newsletters, e-mail, personal referral, business networks etc.


10. Look for opportunities to utilise your skills. Interestingly, the more you focus on developing your professional interests, the more opportunities open up to you in these areas.


11. Delegate, delegate, delegate. Work with others who have complementary talents to your own. This will enable you to focus on what you are good at. 


12. Become more effective. Find ways to get more done in less time. The more you can achieve whilst you are "in the zone", the more discretionary time you will have.


 

13. People who are physically fit create a much better first impression. Prospects become clients, candidates become team members and audiences pay more attention when you exude the Zing! which comes from feeling terrific.


14. Periodically review your career, present role and current level of satisfaction. Are you on track or is action required?


15. Rarely are there winners in deteriorating partnership dissolutions. Cut the best deal possible under the circumstances quickly, gather up every bit of positive energy you can muster and move on. 
 

16. It’s hard to be in the right professional headspace if your personal financial affairs are in a mess.





 
17. No one else has your unique combination of core purpose, skills and experiences. No one else is responsible for what you to choose to do with these. No one else is putting limitations on what you can achieve.

18. It's easier to maintain your current level of fitness than to regain it after a period of inactivity. Aim to do something active every day.

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©Scott Charlton 2014
PO Box 6020 | Fairfield Gardens QLD 4103