I have had the good fortune to work for some great professional firms and people in my professional career. In building the AdvanceTrack business, I have taken the good things that I have learnt from these firms (and learnt from some that are not so good!). My early professional career, especially my training firm showed me the need to document the work performed, so that, whatever happened afterwards, there was a good audit trail showing any person how we arrived at the numbers.
The biggest lesson that I learnt, especially in my career with two of the Big Four firms that I worked with, was the need to systemise the business. I used to recall how often, the partners in such firms were rarely at the “coalface”, yet the delivery to clients happened apace with the many good people in these firms.
The key thing however was that, in many ways, it didn’t matter which individual it was. It mattered more that the people in the organisation knew what they were required to do. There were many times when colleagues left the firm and the team left behind thought it would be difficult to replace them. The team however, continued the good work, so it was very rare that clients moved firms following a key departure. This was solely down to a very robust process throughout the organisation.