Building a multi-disciplinary professional services business | John Knight

'Mongolia was about me taking myself out of my comfort zone. That was about me stretching myself to think differently. That was about having a bit of a breather, and climbing a mountain in Mongolia is one way to get a bit of a different perspective on the world. It took me out of [...]

2021-05-14T02:05:49+10:00August 24th, 2020|0 Comments

Bridging the People Advisory gap | Will Lopez

I just believe it's actually the personal side of the profession. When you look at GL advisory, a lot of the deliverables are around an impersonal deliverable. We're looking at forecasting, we're telling the numbers and secondary to those numbers are people. Same thing with apps. We're talking about automation, we're talking about integration, [...]

2021-05-14T02:14:50+10:00July 31st, 2020|0 Comments

At 14 Years Old Meet, the Youngest Xero Certified Advisor in the World!

This is a bonus episode of Cloud Stories recorded for the beginning of the Australian Financial Year. Ollie Beale, Apprentice at Bookkeeping4U joined as a special guest of the Afternoon Community Supporting Community chat. This episode is date specific, so you may want to skip ahead to the 21 minutes mark if you just [...]

2021-05-14T02:31:07+10:00July 6th, 2020|0 Comments

How a modern future-focused firm scopes, selects and implements best of breed cloud solutions | Lee Duffield

I'm really fussy about the way salespeople contact me. If they start spamming me and if I think they've got my details illegally, I'm not happy at all. I would rather... like I know what I want and I'll reach out to them. And then it's around a demo and a clear plan of [...]

2021-05-14T03:47:39+10:00June 4th, 2020|1 Comment

Living up to the critical role of “Recession-Proof Accountant” | Will Lopez

The two terms that came out of the Great Recession here in the US were 'Flat is Up', and the 'Accountant Recession' or the 'Recession-proof Accountant'. Flat is Up meant that accounting firms during that period were able to achieve flat growth year over year even though their workforce was eliminated by 40%. They [...]

2021-05-14T03:58:17+10:00May 14th, 2020|0 Comments

How to create a scalable modern firm that can sell | Ryan Lazanis

"I mandated across the firm what type of clients we would work with, the personalities of those clients, the technology that was used, and the core service offering. So, that allowed us to standardise pretty much everything. I think that's the secret." Ryan Lazanis Today I’m speaking with Ryan Lazanis Founder of Future Firm [...]

2021-05-14T03:56:48+10:00April 14th, 2020|1 Comment

Playing the cloud game: how a computer game designer turned accountant built an app to transition his practice to the cloud | Paul Murray

Xero have been the first to say we're going to create a ecosystem and we're going to have an open API and you're going to be able to do all this cool stuff. But historically, that was never the case. Everyone lived in their silos. So for us now to all start talking together [...]

2021-05-14T03:56:00+10:00March 27th, 2020|0 Comments

Natalie Lennon – Starting and running a 100% cloud-based practice

When a client comes in. We'll say, look what apps are you using? What's the workflow? What's happening there? Can we automate? And we either try and do it ourselves, I'm encouraging the team to research and be able to help. Or, if it's too much, let's say for example, we've got someone who's [...]

2021-05-15T22:19:02+10:00March 13th, 2020|0 Comments

Michael Ly – A serial entrepreneur, building businesses, navigating cultural differences, and always learning

As an entrepreneur, you have to get really good at selling what you envision you want to provide and what you envision your ideal clients are going to be and your services are going to be, and not what you think you as the accountant or the founder can do. And I think that's [...]

2021-05-15T22:33:36+10:00March 7th, 2020|0 Comments
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