This conversation formed part of the ACCA The Practice Room session. I've cherry picked some of the questions explored. Accessing the latest data keeps you in the know, enables compliance, improves productivity — and drives sustainable growth. Automation, Visualisation and Insight. With a wave of technological advances, accountants have access to huge volumes of data. [...]
Change is constant. It’s now even more of a constant. Change happens due to changing customer requirements, changing compliance requirements, changing technology and the changing app landscape. Our processes need to evolve to keep up. Here are some steps accountants and bookkeepers can take to systemise their business for efficiency and sustainability This was [...]
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 [...]
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 [...]
Register here Upcoming sessions: May 20 Practice Ignition May 25 PlanRight (capacity planning tool) May 27 Etani Business Platform - Power BI Reporting Jun 1 Synder Jun 8 SimPro Jun 10 AccountKit Jun 15 Re-Leased Jun 17 ChargeBee Jun 22 ShareSight Jun 24 Pinch Payments Jul 1 Quotients July 15 MinuteDock We know there [...]
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 [...]
