For accountants working in Professional Practice + from time to time, others . . .   
TAP Groups
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TAP Groups

These groups are in operation or in the process of being formed in Sydney and Brisbane. If you live in another location please contact us to discuss your needs.

What is a TAP Group?

TAP Group is an independent group of likeminded people responsible for the management of accounting and advisory firms. Whether you are a partner/director, general manager or practice manager, if you have firm management responsibilities, then this is the group for you. It provides a safe forum for discussing issues and opportunities in your firm and to step back from the day to day and work on your business rather than in it. A goal of the group is to promote a culture of best practice.

What happens at the meetings?

There is a lot of discussion, information flows, ideas are brainstormed and exchanged, problems are solved, awareness is created, people are educated and horizons are broadened. There is usually a guest presenter or two on topics of interest. As facilitator, Rob follows the agenda circulated prior to the meeting and flexes as needed to take into account the needs of attendees on the day. Each firm presents a status update and shares how they went against previously agreed goals. They also identify goals for achievement prior to the next meeting and note down all manner of ideas and action points gleaned from the meeting.

What sorts of things are discussed?

Pretty much any aspect of accounting firm management is discussed, including (but not limited to) in the areas of:
  • Marketing and sales
  • Client relationship management
  • Products and services
  • Processes and systems
  • IT
  • People management
  • Risk management
  • Leadership and general management
  • Premises and administration
  • Succession, including sale, purchase, merger, acquisition

What is the frequency and duration of meetings?

TAP groups meet three or four times a year. Meetings typically run from 9.00am to 1.00pm with catering provided.

What is the role of Rob Pillans as facilitator?

Rob prepares the agenda for each meeting based on input from members and his own ideas on what is topical and useful. He arranges guest speakers, if they are involved in the meeting, organises the venue and catering, brings items of relevance to the meetings, chairs the meetings, ensures participation, handles follow up items and manages the online community exclusively for the group.

Rob has spent 30 years working in and with accounting firms. He is a CA qualified accounting firm coach who spent 10 years delivering client services then worked in management roles in five different accounting firms. His extensive network of firms and suppliers within the industry is extremely helpful to group members.

What is the cost and how do I join?

There is a fixed fee per firm per meeting. Some firms are represented by two participants. Email Rob Pillans at rob@addedvalue.com.au to get the current fee and/or express your interest in joining. He will speak with you to understand a little about your firm and assess which group will be most appropriate. He will then send you a membership form including terms and conditions. You will be invoiced for membership when the agenda is sent for a meeting, with payment due by the day of the meeting. Our standard service guarantee applies – In the unlikely event that you are not happy we will do whatever it takes to make it right and keep you happy.

Testimonials

“The meetings are valuable to me because I’m in a room with other practitioners who are all experiencing the same issues that we experience in our firm. We’ve found it worthwhile to discuss what other small firms are going through and we end up with new ideas and insights that I can take back to our own business to generate improvements.” – A partner in a 3 partner regional firm