Delivering Practice Management Solutions for Professional Services | Celso Pinto
"So for us to be able to find the right positioning, what we want to do, and having it resonate with our target customers, that made all the difference". [...]
An Australian-built Business Streamlining Payroll and Employee Management | Jon Arrigo
"The idea was to try and eliminate as much of the unnecessary work as possible via automation. That’s really where Microkeeper hats were. Having the ability to be able [...]
A Female Fintech Entrepreneur Transforming Technology | Amreeta Abbott
"I’m really big on communication. You have to have 'the conversation'. I think too many people hide behind compliance and don’t actually engage and you need this guidance. I [...]
How Are Data Informed Accountants Helping Clients?
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, [...]
Processes, Systems and Technology Accountants and Bookkeepers Can Use to Optimise Their Business
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 [...]
12 Questions Accountants and Bookkeepers Can Ask on a Discovery Call
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 [...]
Virtual Presentations: How to Sound, Look and Feel Good
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 [...]
When You Know The TYPE of Customer You Want To Work With, Everything Gets Easier
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 [...]
App Advisory for Accounting Professionals | Kellie Parks
"Communication is a key piece. Keeping it consistent, keeping it on brand, keeping it meaningful and actionable to the client." – Kellie Parks, Calm Waters Cloud Accounting. Kellie Parks [...]
Building a Reconciliation Solution for eCommerce Businesses | Shopify Stripe Square | Michael Astreiko
"It's our main goal to make reconciliation possible. It's not only about having the right inventory but also having the right cash flow and your accounts perfectly reconciled." – [...]
How to Double Your Clients’ Profits in 5 Easy Steps | Aynsley Damery
"We've created simplicity in numbers. Simplicity is the ultimate sophistication as a great designer once said. And so everything about that is stripping back the complexity of business, making [...]
Lunch and Learn with Accounting Apps
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 [...]
7 Blogging Tips to Celebrate Being Named One of 7 Australian Accountancy Blogs We Love
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, [...]
How XBert alerts help refine the Chart of Accounts
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 [...]
Never Talk Directly to Clients About Cash Flow, and Other Secrets From the Cash Flow Queen | Martha Yasso
"Clients value that. They will pay for that person that's going to listen and provide... That's all your clients want, they want it off their plate, and that's freeing. [...]
Networking in 2021
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 [...]
Accounting Apps Newsletter 2020Â Insights
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 [...]
Home Automations and Technology I use
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 [...]
Presenting, Storytelling and Communicating for Accountants | Alexandra Bond Burnett
"When I talk about influence and being an influence is about using your powers for good. If you think about the best teacher you ever had at school and [...]
A Restaurant Solutionist Creating Magical Client Experiences | Kristen Nies Ciraldo
"There’s something in our social connectivity that is enhanced by the act of sharing food, in my opinion, and it’s why we need independent restaurants particularly." – Kristen Nies [...]
Why an Accountant Started a Bookkeeping Business | Meryl Johnston
"One of my beliefs is about setting an example. I am always reading, listening to podcasts, learning, thinking about things...I also try and convey that to the team to [...]
Accountants empowering their client base through podcasting | Tim Garth and Dan Osborne
"What we want is for our customers to be able to take the bull by the horns with their own information, their own understanding, and make some decisions, and [...]
How hosting a podcast helped this bookkeeper develop active listening skills | Alexi Boyd
"This is the advice we give to all of our clients. Get the business name nailed, get the business name registered under your umbrella or whatever organisations you are, [...]
Orangilicious Secrets to Building and Running a Highly Engaged Community | Catherine Walker
"Who I am online is exactly who I am in person. I guess that could be a decision point. Decide who you’re going to be. I would say be [...]
Supporting Your Clients and Yourself Through Uncertainty | Dylan Burgess
Today I’m speaking with Dylan Burgess, Partner Relationship Manager of Float Cash Flow Forecasting. Dylan is based in Sydney, and prior to joining Float, he spent several years at [...]