Entries by Mark Lee

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When you need more than just technical skills

Whilst exam training focuses on developing technical skills most firms need managers and partners who also have a broad mix of business skills. As promotion is likely to depend upon such skills there are essentially only four options available to your firm. They will either: pray, hope or make a wish that you magically develop […]

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Webcasts for tax advisers

I was flattered to be asked to record the first ever webcasts for the Chartered Accountants’ Tax Faculty last week. You can now see them by clicking where it says Tax Faculty. Many of the points coverd in the webcasts are easily adapted to other types of professional services and advice work. The webcasts, which […]

Why mentoring?

A mentor does more than coach you. The sessions will normally be confidential and take place by phone or meeting somewhere convenient and private. Your mentor will help identify your development needs, give advice, open doors and help you to think through issues and problems. They will also ask you for feedback as regards what […]

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HMRC Interventions (updated)

Another year, another controversial issue for accountants and tax advisers. For reasons best known to themselves HMRC decided to press ahead with their interventions project last month. This is despite the severe misgivings expressed by the professional bodies, the wholly inadequate consideration given to a range of practical consequences and the complete absence of legal […]

Getting straight to the answer may not be best

Imagine your client collects all their receipts and asks you as their accountant to produce accounts (if required), a tax return and then to advise how much tax is payable. Alternatively the client may collate the information onto a spreadsheet or into a simple accounts package and then ask you the same question. What approach […]

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Mentoring prospective partners

I was a guest of Taxation magazine at their Annual Taxation awards ceremony last night. Big black-tie event at the Park Lane Hilton hotel. Met loads of people who had said they’d received my recent email newsletters and that they had not ‘removed’ themselves from my mailing list. Phew! Sat next to a really nice […]

Facilitating partner meetings

Do any of the following sound familiar? “Our partner meetings would be a lot more productive if they were chaired by an external facilitator.” “If we let someone else chair the meetings then all partners could contribute equally.” “Why don’t we ever stick to the agenda and remain focused on the important issues for the […]