“When Barry Lambert founded Count thirty years ago, he had a vision and it was a reasonably unique vision and it was ahead of its time, he felt that accountants were perfectly placed to provide financial advice. And when you kind of fast forward to today and you kind of look at the evolution of the industry it’s very clear that accountants are very trusted by their clients and more and more of those accountants have become financial advisers – so really his vision you know has borne out.”
“You know I do think that the fact that we are so focussed on accountants who provide financial advice and everything we do is to help that. Accountants have this history of having terrific relationships with their clients and what they have to figure out is how do they continue that going forward. And what that means I think, is that they need to really figure out how they continue to provide higher value added services for them, and I truly believe that financial advice is one of those services.”
“So we need to make sure that we’re not just being reactive but we’re also thinking about the future, and we’re thinking about how can we fundamentally change Count, so that in you know three years’ time, in five years’ time, in ten years’ time, our financial advisers are ahead of the curb. They are doing much better things for their clients, than their clients expect and anticipate they will be doing for them. And that’s the challenge we have.”
“Ninety-nine per cent of our advisers feel that they are part of the Count team. It’s not Count and them, it’s all of us in it together. I think that’s really special, and it’s hard to do and takes a lot of work but if you do it right you have a very powerful organisation.”
“When people come to you and they say I run a small business and I’ve been with Count for a long period time and the change you’ve made has really impacted my business for the better, and I’m doing so many better things with my clients now and my business is growing, and Count has a large part in why that’s happened, that’s a great feeling.”
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Count CEO David Lane talks about the support services that Count offers to help grow accounting firms.
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