Here are some steps accountants and bookkeepers can take to systemise their business for efficiency and sustainability, inspired by a recent community chat - which you can watch at the bottom of the post. GETTING STARTED Start sooner than later and systemise everything. Start documenting checklists of everything, resources, processes, technology. Start writing procedures as [...]
I’ve facilitated hundreds of virtual webinar presentations and here are tips I’ve picked up over the years for three areas: Your Voice, Appearance and Technical Set-Up. If you’re a seasoned pro, well maybe you don’t need these, and maybe you have some to share with me, to ensure an optimal experience for attendees. Voice Eat [...]
90's SuperModel Linda Evangelista infamously said, "We have this saying, Christy [Turlington] and I… we don't wake up for less than $10,000 a day." What Kind of Client Are You Prepared to Get Out of Bed For? Well, it may not be as dramatic as getting out of 'bed', but what type of client do [...]
Discovery Calls A discovery call is typically a brief conversation between an accountant or bookkeeper and their client to explore their services, see if they are a good match for each other, and find out what the client wants. A discovery call can ensure that you are on the same page, and help both [...]
Register here We know there are a lot of apps in the marketplace. Beyond the sales pitch, we need to understand technically how they work. I thought a way to solve this would be to run bite-size educational, immersive sessions. Here’s what I propose: Lunch and Learn with Accounting Apps. A series of free [...]
I just found out that the wonderful team at Float the cash flow forecasting solution have written a blog called naming Seven Australian Accountancy blogs that they love, and I was included in it. Â Thank you so much to everyone at Float for including my blog in that I'm really appreciative of that, [...]
Here’s a super quick video showing how I use one (of the many) features of XBert to help me refine the Chart of Accounts. The Chart of Accounts is the foundational structure of Financial Statements. Regular refinement improves overall outcome. This video explains how to undertake this process, and is hopefully something that can be [...]
Before Covid 19 networking, hobnobbing, mingling and schmoozing were a natural part of our business lives. Overnight, we found ourselves restricted from attending in-person events. As 2021 unravels, I suspect we shall not return to large roadshows, or conferences anytime soon. However, in 2021, smaller intimate in-person events may fill that void for our own [...]
An example of what the newsletter looks like I’m sharing with you insights from my Accounting Apps Newsletter analytics. My vision for the personalised bi-weekly Accounting Apps newsletter is to provide an informative, educational resource that’s an efficient and easy read for anyone who wants to enhance their Accounting App knowledge. The newsletter [...]
I thought it'd be useful to create a blog space to collect some of the Home Automations and Technology I use. I think if we’re embracing the efficiencies of automation and technology in our business, we should be working less, and enjoying our time. This year due to 'everything' we stayed at home, and our [...]
