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accountantonline.ie Ireland’s first online
accounting website service, was founded by
Sligo-born Larissa Feeney four years ago,
because she saw a gap in the Irish market.
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Larissa feeney
accountantonline.ie Ireland’s first online
accounting website service, was founded by
Sligo-born Larissa Feeney four years ago,
because she saw a gap in the Irish market.
Larissa holds a first class honours degree from the University of Ulster and qualified as a
Chartered Accountant in June 2005. She spent three years working in industry before opening Larissa Feeney & Co in 2010.
From there, she began working with online
accounting software technology which led on to the establishment of accountantonline.ie.
She won the Best Innovation Award in the
Letterkenny Business Awards in November 2014 and in 2016 accountanonline.ie was
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This document outlines commitments that a financial advisor makes to their clients and commitments that clients make to their advisor. The advisor commits to regular communication, understanding clients' needs and goals, annual in-person meetings, increasing clients' investment knowledge, following a disciplined investment process, and being available for advice. Clients commit to maintaining open communication, asking questions if they have them, meeting annually, and communicating any changes in their situation. The purpose is for advisors and clients to have clear expectations of one another outlined in a client contract.
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- Substantial progress has been made on the key convergence projects of revenue recognition, leases, and financial instruments, which are scheduled for final standards in 2014.
- An exposure draft on insurance contracts was issued in 2013 with deliberations continuing through 2014 and a final standard scheduled for mid-2015.
- The standard setting process has been slow and characterized by rigorous debate, with the regulators having to rethink positions to balance objectives with implementation concerns.
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Advice and your clients
- 1. Your clients believe the best person to give them advice is you
- 2. CCH SME survey 2013 of SMEs agree that their accountant is their trusted adviser, not only for financial accounts but also for advice on continued success and business growth. 82%
- 3. As an accountant, you are best placed in your clients’ minds to provide financial advice.
- 4. Your clients’ needs are changing. So how big is the advice pool?
- 5. need advice on retirement 20% Investment Trends, April 2014 SMSF Accountant Presentation
- 6. 28% Investment Trends, April 2014 SMSF Accountant Presentation need advice on pension and estate planning
- 7. 57% of SMSFs have advice gaps Investment Trends, April 2014 SMSF Accountant Presentation
- 8. Being in a position to offer higher value added services will ensure you are a vital part of your clients’ advisory team.
- 9. Investment Trends, April 2014 SMSF Accountant Presentation of SMSF clients would consider using their accountant for investment advice 48%
- 10. pay for advice Investment Trends, April 2014 SMSF Accountant Presentation of clients would 54%
- 11. Your clients are the backbone of your business.
- 12. 26% of SMSF clients who changed accountants went to another adviser with a broader range of services Adviser A Adviser B Investment Trends, April 2014 SMSF Accountant Presentation
- 13. Will you embrace the change to grow your business or risk losing a quarter of your clients?
- 14. At the end of the day, your clients want advice from you.
- 15. 21780/1015 What is the value of trust if you don’t leverage it?