Xero have announced that they have decided to retire WorkflowMax (WFM) on 26 June 2024. WorkFlow Max is a completely separate solution to Xero Practice Manager (XPM). Xero Practice Manager and Xero Tax will not be impacted by this - read more about the separation of data here. Three takes on the same story WORKFLOWMAX BLOG https://www.workflowmax.com/blog/future-plans-for-workflowmax? [...]
Today I celebrate 15 years in business. How do you celebrate your business birthday? It's a milestone I've never really given much thought to. I'm quite puzzled how I even started a business on the 7th of December; it seems like an odd day to start a business. Don't you think? Before creating my business, [...]
Due to a series of unexpected, serendipitous events, I attended all three Xerocons. As soon as my adventure commenced, people were weirdly obsessed with which Xerocon was the best. I was asked the same questions repeatedly, with many asking me to report back to them to let them know. It [...]
Data Dear will soon no longer be available to users outside of QBO. Late 2021 Data Dear was acquired by Intuit. I’ve spoken to the Intuit and the Data Dear team. The solution will be built into QBO, so it will no longer be available to external users. If you are on QBO I guess [...]
I’m excited to share that I've joined Chartered Accountants Australia and New Zealand Acuity Magazine as a regular writer. Many thanks to Hannah Tattersall and the Medium Rare Content Agency team for making a career dream of being a regular columnist for a prestigious Accounting Magazine come true. Articles Don't forget to pack the [...]
With new challenges, new technology, new team members and juggling a hybrid work environment, a business can quickly fall behind. To-do lists grow into massive hairballs, and sticky notes cover the desk.This might be an indication that it's time to improve agility and productivity by upgrading your technology.During this discussion, we posed questions and discuss [...]
"Now that we're remote working, we've to deal with remote team management. Then, we might start looking at different software for that. Or we might try to get more advice on how to do that better. And this can end up in revenue for someone. Sometimes, that's the accountant. Sometimes, that's a management consultant [...]
Attracting talent can be challenging as small practitioners are competing with larger organisation and other sectors that have more resources to market their professional opportunities, furthermore the market has been significantly impacted by Covid-19 both leading to the “great resignation” and “ great rethink of careers purpose. So how can SMPs attract talent for [...]
I contributed to the following Professional Insight Whitepapers: Supply chains: a finance professional’s perspective ACCA, IMA, CIPS (March 2022) Climate action and the accountancy profession: building a sustainable future ACCA (25/10/21) Professional accountants as sustainable business and finance professionals will be at the heart of the sustainable organisation of the future. ACCA [...]
I have some exciting news. You can gain free CPE for past episodes of the Cloud Stories podcast via the Earmark CPE mobile App. Search and download the Earmark CPE app and click on the Cloud Stories podcast. Register for the 'course', which is essentially the podcast. Answer a few questions related to the [...]
