MasterMind

Are you an accountant yearning to start your own business?

Jason Andrew, CoFounder of Arbor Group shares his story of leaving his corporate accounting career to start his own accounting business at the next Cloud Accountants & Advisors Meetup Thurs Mar 8th River City Labs, Fortitude Valley. The old school accounting business model is broken. Gone are the days of having to grind for 15+ [...]

2018-08-21T08:43:18+00:00March 2nd, 2018|0 Comments

How can Apps connect with Accountants and Bookkeepers?

If you want to sell to accountants and bookkeepers, join relevant forums, introduce yourself, tell people what the solution does, give them information about the solution, and how the integration works. Be as useful as possible. Don’t try and sell! pic.twitter.com/zYvRIgTH6R — Heather Smith (@HeatherSmithAU) December 15, 2017 If you have built an app, and [...]

2018-06-20T11:41:37+00:00December 15th, 2017|0 Comments

Questions to ask when investigating a CRM solution

If you’re looking for a Customer Relationship Management (CRM) Solution I suggest you consider the following questions. Are you selling B2B or B2C? What industry do you operate in? How big is your sales team? How many people will need to access the CRM? Do you need a Sales Leads Manager? Do you need to [...]

2017-11-28T13:46:04+00:00November 17th, 2017|0 Comments

The benefits of niching and working with a partner programme

I’ve been closely involved with the cloud accountants, bookkeepers and advisors community for the last decade. For many practices, the adoption of technology and automation of compliance has resulted in a significant increase in their client base. To adapt to these developments practices are tinkering with their pricing model, offering advisory services, and focusing on [...]

2017-11-21T08:04:23+00:00November 7th, 2017|1 Comment

Online appointment scheduling solution

Imagine opening up your computer in the morning and a Day Sheet arrives in your inbox with an assortment of client scheduled meetings for the day. You’ve not wasted any non-billing time coordinating the client meetings or entering client information. Your clients have booked a time that suits them, within the parameters set up in [...]

2017-03-01T14:27:24+00:00February 13th, 2017|2 Comments

What Xero integrated payment services allow you to on-charge the fees to the client?

A client asked me “What Xero integrated payment services allow you to on-charge the fees to the client?” I looked at eight different solutions, and two had this feature: IntegraPay and eWay. IntegraPay Can your solution accept payment by credit card? Yes Can additional credit card or payment fee charges be automatically added to the [...]

2017-03-01T14:27:25+00:00February 10th, 2017|2 Comments

Own Tomorrow. What I saw at 2017 MYOB Incite

Incite (definition) to move to action: stir up : spur on : urge on. Merriam Webster Martin McLean of Team Race Bookkkeeping On the first Friday in February I attended the MYOB Incite conference in Brisbane. I registered in early January for the event and then a couple of weeks later a confirmation email [...]

2017-11-10T03:43:04+00:00February 8th, 2017|0 Comments

Xerocon 2016 and it’s impact on my business journey

On Thursday 6th October there’s a panel discussion on the Lessons Learnt at Xerocon featuring Tracey Newman, Cassandra Scott and Justin Campbell. It will be held at Brisbane’s River City Labs RSVP here: MasterMind MeetUp Whether by design, by the sheer size, by the learning, by the networks or the connections and the community Xerocon [...]

2017-10-28T13:49:46+00:00October 5th, 2016|0 Comments

Presentation topics

I curate and deliver key information to you in digestible format. Insights gained from my client work, are woven into my writing and presentations, so they are brimming with lots of realistic, practical advice. Consider booking me to speak at your next business function, and let the stories come to life. I take great pride [...]

2017-03-01T14:27:33+00:00October 2nd, 2016|0 Comments