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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 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 [...]

2021-05-14T14:30:35+10:00April 22nd, 2021|0 Comments

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 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 [...]

2021-05-04T13:23:59+10:00April 19th, 2021|0 Comments

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 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 [...]

2021-04-17T15:09:11+10:00April 17th, 2021|0 Comments

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 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 [...]

2021-04-16T18:39:00+10:00April 16th, 2021|0 Comments

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 Cloud Accounting Aficionado of Calm Waters Bookkeeping joined me and we: Explored App Advisory Hear about the extensive collection of process and workflow templates Kellies [...]

2021-04-05T13:19:19+10:00April 1st, 2021|0 Comments

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." – Michael Astreiko, Synder. Michael Astreiko CEO of Synder joined me to talk about . . . Delve into Physics and Maxwell's equations which form the foundation [...]

2021-03-24T04:28:14+10:00March 25th, 2021|0 Comments

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 it easier for small business owners to understand their numbers and how to do better." – Aynsley Damery, Clarity Aynsley Damery Founder and CEO of [...]

2021-03-18T08:36:51+10:00March 18th, 2021|0 Comments

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, and I was included in it.  Thank you so much to everyone at Float for including my blog in that I'm really appreciative of that, [...]

2021-02-22T21:36:49+10:00March 1st, 2021|0 Comments

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 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 [...]

2021-02-22T13:47:39+10:00February 22nd, 2021|0 Comments
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