In the Spotlight: Jim Covino from Covino & Co

In the Spotlight this month, we have nominated Jim Covino, from Covino & Co.

This month, we met with Jim Covino, head of Covino & Co. Jim Covino has been advising and assisting businesses and individuals for over 30 years. He shares his perspective on how current events affect accounting firms and their clients and the importance of relationships for businesses.

 
Listen to the podcast: rss.com/podcasts/in-the-q
 
In the Spotlight

In the Spotlight recognises legal and accounting practitioners who demonstrate innovation, success, and commitment throughout their work. 

Each month, we select individuals or firms to acknowledge the positive impact they have had on their community or their industry sector. If you think you know someone who fits the bill, please send us a 100-word summary to media-au@quickfee.com telling us why they deserve recognition.

Submission criteria:

  • The legal or accounting professional has shown an unwavering commitment to customer satisfaction while still assuring the profitability and viability of their business or profession.
  • They have helped a client turn around business profits with innovative business opportunities.
  • They have outperformed their peers in their sectors, market segments and geographical areas in terms of community service.

In the Spotlight: Sal Vallelonga from Plexus Global

Sal boasts over two decades of experience as a Chartered Accountant. He has held this esteemed professional standing for 20 years. Furthermore, Sal assumes directorship roles in various private entities. Notably, he currently serves as the President of the WA Italian Club Incorporated, an organization with a proud 87-year history of dedicated service to its members and the wider Western Australian Community since its establishment in 1934.

In addition to his corporate commitments, Sal actively participates as a board member or committee member in various charitable organizations. His dedication extends to regular involvement in fundraising and charitable events, making a substantial impact on philanthropic initiatives.

Listen to the podcast: rss.com/podcasts/in-the-q

 
In the Spotlight

In the Spotlight recognises legal and accounting practitioners who demonstrate innovation, success, and commitment throughout their work. 

Each month, we select individuals or firms to acknowledge the positive impact they have had on their community or their industry sector. If you think you know someone who fits the bill, please send us a 100-word summary to media-au@quickfee.com telling us why they deserve recognition.

Submission criteria:

  • The legal or accounting professional has shown an unwavering commitment to customer satisfaction while still assuring the profitability and viability of their business or profession.
  • They have helped a client turn around business profits with innovative business opportunities.
  • They have outperformed their peers in their sectors, market segments and geographical areas in terms of community service.

SME Compass Report: Insights into Australian SMEs in 2022

In 2022, Australian SMEs are coming out of two years of the pandemic with an upbeat outlook and an eagerness to invest in their business. More companies have acquisitions in their sights. Yet many are frustrated by the traditional borrowing process and are not fully informed about the alternative options available to them. Bruce Coombes, Managing Director at QuickFee, is meeting with Guy Callaghan from Banjo Loans to discuss the SME Compass Report and what it means for B2B firms and businesses that offer services to SMEs.

Download the report here: https://landing.banjoloans.com/banjos-sme-compass-report-2022/

In the Spotlight: Corene Baird-Coetzer – General Manager, Murfett Legal

 

 Corene Baird-Coetzer – General Manager, Murfett Legal
In the Spotlight this month, we have nominated Corene Baird-Coetzer, General Manager at Murfett Legal. Corene has worked as an administrator/manager in the legal profession since 1991 and has been an Office Manager of various law firms since 1995. Corene has a passion for making a difference, which has brought her to become the General Manager at Murfett Legal, a young and dynamic firm led by a team of energetic and strategic directors. Corene’s supports and helps drive the firm to become a well-recognised and serious player in the market. But Corene’s passion doesn’t stop there. She has also been supporting the animal rescue efforts in Ukraine, specifically the Animal welfare work.

 
Listen to the podcast: rss.com/podcasts/in-the-q/
 

 

In the Spotlight

In the Spotlight recognises legal and accounting practitioners who demonstrate innovation, success, and commitment throughout their work. 

Each month, we select individuals or firms to acknowledge the positive impact they have had on their community or their industry sector. If you think you know someone who fits the bill, please send us a 100-word summary to media-au@quickfee.com telling us why they deserve recognition.

Submission criteria:

  • The legal or accounting professional has shown an unwavering commitment to customer satisfaction while still assuring the profitability and viability of their business or profession.
  • They have helped a client turn around business profits with innovative business opportunities.
  • They have outperformed their peers in their sectors, market segments and geographical areas in terms of community service.

In the Spotlight – Jon May, Chamberlains Law Firm

 

In the Spotlight – Jon May, Chamberlains

In this episode, we are meeting with Jon May, Director at the Chamberlains law firm. Chamberlains is a full-service law firm with niche expertise in the cryptocurrency sector, drawing on knowledge from its commercial, tax and litigation teams. The firm has been helping clients in the sector for some time but is now accepting payments in most major cryptocurrencies such as Bitcoin. Chamberlains Law Firm was the Australiasian Law Awards Law Firm of the year in 2020 and has kept cumulating industry awards throughout the years. 

 
 
 
Listen to the podcast: rss.com/podcasts/in-the-q/

 

About Jon May

Jon has been a lawyer in the Australian Capital Territory since 2007, during which time he has run some of the largest litigation in the ACT.
Jon applies a practical client-focused approach to each case, which means that he works closely with his clients to achieve the best result in each case. This approach is borne out of Jon’s ability to problem solve difficult legal issues in highly litigious circumstances.
Jon is known for his ability to run complex estate litigation matters and also medical negligence claims. He has run some of the most complex medical negligence litigation in the ACT and in doing so has achieved many great results for his clients.

 

In the Spotlight

In the Spotlight recognises legal and accounting practitioners who demonstrate innovation, success, and commitment throughout their work. 

Each month, we select individuals or firms to acknowledge the positive impact they have had on their community or their industry sector. If you think you know someone who fits the bill, please send us a 100-word summary to media-au@quickfee.com telling us why they deserve recognition.

Submission criteria:

  • The legal or accounting professional has shown an unwavering commitment to customer satisfaction while still assuring the profitability and viability of their business or profession.
  • They have helped a client turn around business profits with innovative business opportunities.
  • They have outperformed their peers in their sectors, market segments and geographical areas in terms of community service.

In the Q: How to Generate Leads and Grow your Practice

Bruce Coombes and Alistair Marshall are back and talk about generating leads and growing your practice. In this episode, they provide advise on:

  • Accounting and legal firm sales process

  • Gaining visibility and credibility

  • Getting your firm and your people to focus more on business development

  • Generalist VS Specialist

  • Getting referrals

  • Marketing – relevance in business development

 

Watch the episode here: https://youtu.be/B5Sg27AnCKc

Click here to listen to the podcast: https://rss.com/podcasts/in-the-q/

 

 

 

 

 

Alistair Marshall

Alistair Marshall has huge empathy with professionals who never get taught how to build their practice and this challenge has been exacerbated with the arrival of Covid 19 which has restricted the availability of random acts of coffee and lunch.

He has more than 30 years of experience in business development. His fast and proven solutions have helped law firms, accountancy practices, banks, engineers and other professionals to quickly attract new clients and win more new business.

Alistair has worked in business development for multi-national corporations, with responsibility for budgets in excess of A$100m.

 

Professional Services BD

Professinal Services BD specialises in helping professional services firms to become more successful.

They  provide business development services to lawyers, barristers, accountants, bankers and wealth managers, infrastructure and engineering firms, digital agencies, ICT and software consultants.

 Learn more: https://www.professionalservicesbd.com.au/

In the Spotlight – David Dahm, Health & Life

 

 In the Spotlight – David Dahm, Health & Life
This month, we are meeting with David Dahm, Chartered Accountant, CEO and Founder of Health and Life. David Dahm deeply cares about healthcare and ethics, and has incorporated his beliefs and principles into his accounting practice. With a passion for finance and health, David brings a different perspective on accounting services.  

 
 
Listen to the podcast: rss.com/podcasts/in-the-q/
 

About David Dahm

David is recognised as a national healthcare expert and trouble shooter for medical, allied health practices and public hospitals. David has conducted, over 460 articles and media interviews. He has presented as a keynote speaker at conferences and presented over 950 presentations in his over 25+ year career. David has appeared in the Australian, The Australian Financial Review, Sydney Morning Herald, The Advertiser, The Medical Journal of Australia, Medical Observer, Australian Doctor, Readers Digest and In the Black. He also has performed audio interviews for GP Business Essentials.

 

In the Spotlight

In the Spotlight recognises legal and accounting practitioners who demonstrate innovation, success, and commitment throughout their work. 

Each month, we select individuals or firms to acknowledge the positive impact they have had on their community or their industry sector. If you think you know someone who fits the bill, please send us a 100-word summary to media-au@quickfee.com telling us why they deserve recognition.

Submission criteria:

  • The legal or accounting professional has shown an unwavering commitment to customer satisfaction while still assuring the profitability and viability of their business or profession.
  • They have helped a client turn around business profits with innovative business opportunities.
  • They have outperformed their peers in their sectors, market segments and geographical areas in terms of community service.

In the Q – Episode 2: How to Get Paid What You’re Worth

 

In this second episode of In the Q, Bruce Coombes and Alistair Marshall discuss the importance of setting your fees high enough and getting paid what you’re worth. 

Find out why discounting your fees won’t necessarily help you gain more clients and how you can, on the contrary, be more profitable by charging a premium fee.

Bruce and Alistair also discuss the importance of specialisation, especially when it comes to professional services business development.


Watch the episode here: 
https://youtu.be/QgLc_t7eunY

 

Click here to listen to the podcast: https://rss.com/podcasts/in-the-q/

 

Alistair Marshall

Alistair Marshall has huge empathy with professionals who never get taught how to build their practice and this challenge has been exacerbated with the arrival of Covid 19 which has restricted the availability of random acts of coffee and lunch.

He has more than 30 years of experience in business development. His fast and proven solutions have helped law firms, accountancy practices, banks, engineers and other professionals to quickly attract new clients and win more new business.

Alistair has worked in business development for multi-national corporations, with responsibility for budgets in excess of A$100m.

 

Professional Services BD

Professinal Services BD specialises in helping professional services firms to become more successful.

They  provide business development services to lawyers, barristers, accountants, bankers and wealth managers, infrastructure and engineering firms, digital agencies, ICT and software consultants.

 Learn more: https://www.professionalservicesbd.com.au/

In the Q – Episode 1: How to utilise your support staff to build strong client relationships

We are launching our new podcast: In the Q with Bruce Coombes. Bruce welcomes thought leaders to discuss the best business advice for accounting and law firms. Tune in while you’re “In the Q”, waiting for your coffee in the morning or during your commute to work, and be inspired to grow your practice at the start of your day.

For our first episode, our Managing Director Bruce Coombes sits down with Alistair Marshall, Director of Professional Services Business Development, to chat about utilising your support staff to build strong client relationships.

Watch the episode here: 
https://youtu.be/sQTeSPk7yGg

 

Click here to listen to the podcast: https://rss.com/podcasts/in-the-q/

 

Alistair Marshall

Alistair Marshall has huge empathy with professionals who never get taught how to build their practice and this challenge has been exacerbated with the arrival of Covid 19 which has restricted the availability of random acts of coffee and lunch.

He has more than 30 years of experience in business development. His fast and proven solutions have helped law firms, accountancy practices, banks, engineers and other professionals to quickly attract new clients and win more new business.

Alistair has worked in business development for multi-national corporations, with responsibility for budgets in excess of A$100m.

 

Professional Services BD

Professinal Services BD specialises in helping professional services firms to become more successful.

They  provide business development services to lawyers, barristers, accountants, bankers and wealth managers, infrastructure and engineering firms, digital agencies, ICT and software consultants.

 Learn more: https://www.professionalservicesbd.com.au/

In the Spotlight – Michelle Messer, MJM Accountants

This month, QuickFee is launching In the Spotlight to recognise legal and accounting practitioners who demonstrate innovation, success, and commitment throughout their work. 

Each month, we will select individuals or firms to acknowledge the positive impact they have had on their community or their industry sector. If you think you know someone who fits the bill, please send us a 100-word summary to media-au@quickfee.com telling us why they deserve recognition.

Submission criteria:

  • The legal or accounting professional has shown an unwavering commitment to customer satisfaction while still assuring the profitability and viability of their business or profession.
  • They have helped a client turn around business profits with innovative business opportunities.
  • They have outperformed their peers in their sectors, market segments and geographical areas in terms of community service.

 

In the Spotlight – Michelle Messer, MJM Accountants

Michelle Messer from the QLD-based accounting firm MJM Accountants is our first to be In the Spotlight. MJM Accountants, founded in 1992 by Michelle and her parents, focuses on bringing colour and fun to the accounting industry. Michelle’s vibrant personality brings a breath of fresh air and just seemed like the perfect way to launch our new Spotlight series.

It’s fair to say that Michelle likes to do things a little differently. Whether she is running the practice, painting watercolours, or creating comic books, Michelle manages to be both effervescent and down to earth at the same time – which is an approach that she has carried through to her practice.

 

From the vibrant and engaging superhero theme branding to their love of a good night out, this is one firm that doesn’t fit the cookie-cutter mould of most suburban firms. Their website even challenges this stereotype by asking, “Who says accountants are boring?”

Beyond being a successful business owner, Michelle ensures that fun is the core of everything she does, which means that the team at MJM Accountants also does things a little differently.

 

The team has built a profitable book of clients who love working with them while maintaining their positive outlook and creating a sustainable work/life balance.

They are firm believers of flexi-time, and for every minute someone works over their contracted 38 hours each week, they get time off as compensation. They also don’t hesitate to cross over roles within the team, with everyone jumping in to answer calls or complete admin work or anything else that needs completing. Michelle says that this all-hands-on deck model works so well because they don’t have any deadwood in the team. Instead, every team member wants to be there and support each other and the company. 

 

They are a tightly bonded group that is intent on having fun. Like the time that the whole firm rented camper vans and took a road trip to Melbourne – alternating driving duties with completing tax returns – so that Michelle could don a horse costume and take part in Hamish and Andy’s Race That Slows Down the Nation. Their clients loved it, with many following them along the way on Instagram. 

 

 

Their culture is founded on having fun, and they are so serious about maintaining a positive culture that they don’t tolerate demanding customers. Therefore, all potential clients need to meet with the firm in a two-way interview process whereby the team must agree they are the right fit before coming on board. By doing this, Michelle says they ensure they have a great group of clients who refer other great people.

 

Through initiatives like this, Michelle has built a loyal client base and an even more loyal team that genuinely enjoys the work they do and the people they work alongside.

But Michelle’s work-life looked very different seven years ago. 

 

Her days were filled with back-to-back client meetings and phone calls, and to get the work done, she was consistently having early starts and late finishes – all with a young family at home. So, Michelle knew there had to be a better way of doing things.

 

It wasn’t until she attended a few medical appointments that she noticed that most specialists have specific days each week when they see patients – a very standard practice in the medical field. Which begged the question… if a patient is happy to accept this from their doctor – why would they not accept the same from their accountant?

 

So, in 2015 Michelle’s practice implemented something they call Client Days. These are two scheduled days per week purely dedicated to meeting with clients, meaning the remaining days are free to spend getting through the workload. With balance restored to their days and stress levels lowering, the team also decided to start sending two team members into every client meeting so that the client always had multiple people to contact if they needed help. It also meant that if someone wanted to take leave or was off sick, the client’s needs were still being met, and the business could keep ticking along. 

 

This simple change instantly impacted the staff and created a lifestyle change that allowed for greater productivity and flexibility – while still delivering high service levels to their clients. With their streamlined processes, the team can balance their work and home lives and thrive in both. 

 

Michelle has a lot to be proud of, from their humble beginnings in 1992 to the vibrant business they have built today. So, on the 16th of Sept 2022, MJM Accountants will celebrate its 30th year in business, and true to Michelle’s style the party will be a big one. 

Learn more: https://www.mjmaccountants.com.au/