All Aussie Accounting Adventures - Tech Edition

Take a deep breath. The new financial year has begun, and it's time to set your accounting practice up for success rather than stress. Whether you're celebrating a fresh start or still finalising last year's loose ends, this episode provides the roadmap you need.Amy & Jack dive into the four pillars of effective practice planning that will transform your year ahead: annual engagement reviews, capacity planning, team management, and technology assessment. From ensuring client agreements are updated and transparent to mapping your workflow for the entire year, we offer practical strategies that create clarity and reduce chaos.For firm owners & practice managers feeling overwhelmed by compliance demands, technology options, or staffing challenges, our actionable framework provides relief. By implementing these strategic planning elements now, you'll transform reactive firefighting into proactive management, creating space for growth and client value.So strap yourself in for another accounting tech adventure and take control of your practice's future today. The financial year reset is your opportunity to build the accounting firm you've always wanted – organised, profitable, and purposeful.AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSIgnition | Spending days engaging clients? Chasing late payments? Dealing with scope creep? We get it. Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payments and workflows in a single platformPlanet Consulting | We work with firm owners and managers who want to run better businesses and achieve their version of success. We have the experience and knowledge to help you get clear on what that success looks like for you and support and guide you on the journey to achieve it.FOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Client relationships start long before the first deliverable—and your onboarding process sets the tone. In this episode, Amy and Jack get real about what it takes to create a streamlined, scalable onboarding experience that builds trust from day one.They break down the core components of an effective onboarding system—think clear processes, the right tools, and a team that knows exactly what to do. From proposals and welcome emails to internal workflows and client-facing systems, this conversation covers the practical steps that make a big difference.You’ll also get a behind-the-scenes look at the tech stack that powers the process, including tools like Seamless, Content Snare and Ignition, and honest thoughts on what’s worth automating—and what still needs a personal touch.Whether you’re onboarding five clients or fifty, this episode is packed with strategies to help you deliver a professional, consistent experience every time so get on board the tech accounting adventure and take a listen.AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSPractice Protect | Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform.FOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

🎧 CRM or C-R-Meh? Let’s Talk About It.Customer Relationship Management systems: the name alone sounds like something you'd buy at a corporate garage sale. And for accountants? Confusion often comes free with purchase. Should your practice dive into one? Will it actually help—or just become another fancy dashboard you never open?Fear not as Amy and AJack are on the case! In this episode, they untangle the CRM knot with the precision of a reconciled bank statement (yes, pun fully intended).Here’s the kicker: Unlike most businesses chasing leads like it’s a Black Friday sale, accounting firms often grow through good ol' fashioned referrals. That means CRMs built for cold outreach and hyper-funnel nonsense might not fit quite right. Before you start signing up for trials like it’s your hobby, ask yourself this: Are you really looking to grow beyond your referral base—or just romanticising automation?From HubSpot’s mighty free tier to some niche tools that speak accountant-fluent, Amy and Jack walk through your options. But wait—there’s more (and it’s not a subscription upsell). They also dive into the human side of CRM use. Because let’s face it: if you’re still the one doing everything yourself, no system is gonna save you from CRM chaos.It all comes down to this: are you an accountant who owns a business... or a business owner who runs an accounting practice? That mindset shift can make or break your CRM journey.Whether you're CRM-curious or just trying to figure out what those three letters even stand for, this episode is your practical, slightly sassy guide to smarter client management.AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSXBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstarsFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

A lot has changed since Amy and Jack first dove into the world of AI, and let’s just say—we’re now deep seeking some seriously powerful tools (get it?). From streamlining client onboarding to upgrading your social media game, AI isn’t just a flashy gadget; it’s becoming the ultimate sidekick for accountants.In this episode, Amy and Jack break down: ⚡ The must-have AI tools for your tech stack (because not all heroes wear capes, but they do use automation) 🤖 How AI can actually make onboarding smoother—no more chasing docs like a mad tax-season gremlin 🚀 The best AI-powered apps for accounting (because moving slow is so last season) 📱 AI + social media = content wizardry (or at least fewer “what should I post?” meltdowns)If Tony Stark were an accountant, he’d be all over this—so suit up, hit play, and let’s talk AI! 🎧🔥AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSIgnition | Spending days engaging clients? Chasing late payments? Dealing with scope creep? We get it. Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payments and workflows in a single platformFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Who says productivity hacks are just for accountants? This week, Amy and Jack are breaking free from accounting and diving into the world of non-accounting apps that can seriously level up your life! Ever felt trapped in Microsoft’s one-app-to-rule-them-all vibe?  They’re here to show you why mixing it up with a diverse app arsenal is the key to staying adaptable, organised, and stress-free—both at work and in life.Discover hidden gems designed to simplify, streamline, and supercharge your workflow. Whether it’s collecting client info, hosting killer webinars, or taming your calendar chaos, Amy and Jack have the lowdown.So grab your headphones and join the adventure—it’s time to ditch the stress and find your new favourite life-simplifying app! AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSXBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstarsContent Snare | Organised content and document collection without the back and forth. Stop getting lost in emails, messy hacked-together systems and confusing shared docs. Content Snare is like a checklist for your clients with automatic remindersFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

In this episode, Amy and Ajack are diving into the wonderful world of bookkeepers and their tech stacks. Spoiler alert: their needs are as unique as the passwords you’re probably still storing in Notepad (tsk tsk). While accountants are busy wrangling compliance and security, bookkeepers are out here vibing with flexible tools like Trello, Asana, and ClickUp – free from the clutches of tax return chaos. Who’s living the dream now?But it’s not just about picking shiny apps. We’re spilling the beans on why small biz and bookkeeping teams thrive on simpler setups, while bigger firms need integration galore. From AI apps like Xbert that crush error-checking, to the transformative power of CRM-friendly proposal software, we’ve got the lowdown. Tune in to learn how these tools don’t just save time but actually make you look like the superhero of your client’s financials. Let’s face it, even Batman would envy your tech stack after this!So grab your favourite mug, put on your innovation goggles, and join us as we untangle the tech jungle. Whether you’re a seasoned pro or just stepping into the cloud, Amy and Jack have the insights to help you stay efficient, compliant, and ahead of the game. Listen now and don’t miss the adventure!.AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSPlanet Consulting | We work with firm owners and managers who want to run better businesses and achieve their version of success. We have the experience and knowledge to help you get clear on what that success looks like for you and support and guide you on the journey to achieve it. XBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstarsFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Are multi-entity businesses outgrowing Xero, or is there still untapped potential in this small-biz favourite? In this episode, we dive into the complexities of managing multiple entities on Xero, from restaurant chains to pharmacy networks and so much more.  Amy and Ajack explore how firms can keep clients engaged with strategic support that prevents the potential shift to in-house teams.Sure, juggling multiple Xero files comes with its headaches—user permissions, code consistency, and those pesky operational snags. But don’t hit the ERP panic button just yet! We’ll explore clever solutions like third-party consolidation tools and share real-world examples where businesses have stretched Xero’s capabilities to impressive lengths.When is it time to outgrow Xero and graduate to ERP systems like NetSuite? We unpack the “three E’s” every business should follow: explore, exploit, and exhaust Xero’s ecosystem before taking the costly leap. With insights from Amy and Jack, we’ll reveal how to make Xero work smarter, ensuring clients stick with you while you elevate your service game.So come on, join the accounting tech adventure with them!AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSIgnition | Spending days engaging clients? Chasing late payments? Dealing with scope creep? We get it. Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payments and workflows in a single platformBVO Pro | Revolutionise your appraisal and valuation processes with cutting-edge software, simplifying the process, revealing business value efficiently and encouraging strategic planning for growth and success.FOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Is Xero still wearing the crown as the accounting software GOAT? In this deep dive, we trace its rise from plucky start-up to global powerhouse, exploring how it shaped careers, transformed businesses, and captured the hearts of small businesses—especially Down Under. But with climbing prices and fierce competition from QuickBooks, MYOB, and emerging players like Henry, is Xero still the one for small biz value hunters?We’ll pit Xero against the competition while unpacking how power users are levelling up with advanced reporting, tax strategies, and creative practice management hacks. Plus, we’ll explore how mid-market ERPs like NetSuite might be creeping into Xero’s lane.From the game-changing JAX AI tool to fresh updates like the Client Insights dashboard and the SYFT acquisition, we’re charting Xero’s innovation roadmap. And yes, we’ll dish on areas where Xero still needs a glow-up (we’re looking at you, XPM and Workpapers 👀). Whether you’re a loyal fan or an intrigued newbie, tune in and join the tech accounting adventures with Amy and Ajack.AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSPlanet Consulting | We work with firm owners and managers who want to run better businesses and achieve their version of success. We have the experience and knowledge to help you get clear on what that success looks like for you and support and guide you on the journey to achieve it. BVO Pro | Revolutionise your appraisal and valuation processes with cutting-edge software, simplifying the process, revealing business value efficiently and encouraging strategic planning for growth and success.FOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Ever feel like your email inbox is a never-ending challenge threatening your productivity? Discover the art of mastering email management with insights that promise to transform how you handle communication. Amy and Ajack unpack techniques like inbox zero and the triage method, debating the merits of Gmail versus Outlook, and offering practical strategies to tame the email beast, ensuring you maintain focus and reduce stress in your professional life.Join us as we explore the balance between email responsiveness and deep work, especially crucial for those in client-facing or concentration-heavy roles. We share the secrets of scheduling dedicated email times, using functions like starring and snoozing, and personalising strategies to suit your unique needs. Thanks to Amy and Jack's expertise, you'll walk away with actionable insights to transform your email habits, paving the way for increased productivity and a more organised professional life. So let's join them on their next tech adventure.AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSIgnition | Spending days engaging clients? Chasing late payments? Dealing with scope creep? We get it. Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payments and workflows in a single platformContent Snare | Organised content and document collection without the back and forth. Stop getting lost in emails, messy hacked-together systems and confusing shared docs. Content Snare is like a checklist for your clients with automatic remindersPlanet Consulting | We work with firm owners and managers who want to run better businesses and achieve their version of success. We have the experience and knowledge to help you get clear on what that success looks like for you and support and guide you on the journey to achieve it. FOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Ready to embark on a tech-venture like no other? In this episode, co-captains Amy and AJack are here to help you navigate the wild world of new technology adoption in your business—and trust us, they’ve got the treasure map! They dive straight into the adventure of tech implementation. Ever feel like pitching new tech is like convincing your team to search for hidden treasure? Well, buckle up, because Amy and AJack are revealing the real jackpot: getting enthusiastic buy-in from decision-makers by showing how tech can solve your biz biggest mysteries—whether it’s client challenges or internal puzzles.But the journey doesn’t end once you score the green light. They’ll guide you through the tricky trails of tech adoption—leaping over unnecessary hurdles, navigating workflow hacks, and mastering the delicate art of communicating value. Amy and AJack will teach you how to dodge the dreaded “But we’ve always done it this way!” resistance (we’re looking at you, spreadsheet-loving accountants). Along the way, our dynamic duo will share personal stories, battle scars, and best practices for involving decision-makers early, optimising workflows, and getting your team to embrace new tech with open arms (or at least not crossed arms!). So, grab your adventure gear and join Amy and Jack on this thrilling expedition. AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSIgnition | Spending days engaging clients? Chasing late payments? Dealing with scope creep? We get it. Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payments and workflows in a single platformBVO Pro | Revolutionise your appraisal and valuation processes with cutting-edge software, simplifying the process, revealing business value efficiently and encouraging strategic planning for growth and success.XBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstarsFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Ready to conquer the wild world of tech budgets? Join Amy & AJack as they guide you through the tricky terrain of tech spend—figuring out when it's worth the investment and when it's just draining your bank account.In this episode, they’ll tackle questions like:Is your tech budget a necessary evil or the key to success? How can you milk those free trials for all they’re worth? Should I bundle tech costs into annual engagements?How do I communicate tech price hikes to my clients?What’s the secret sauce to onboarding apps and actually making them work for you?Amy and Jack break down real-world strategies for squeezing every cent of value from your tech stack—without going overboard and highlight the tech tools currently available to help keep your tech costs under control.Tune in for a fun, info-packed chat where cost concerns meet strategic investments—and learn how to keep your business humming in the face of rising prices!AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSContent Snare | Organised content and document collection without the back and forth. Stop getting lost in emails, messy hacked-together systems and confusing shared docs. Content Snare is like a checklist for your clients with automatic remindersIgnition | Spending days engaging clients? Chasing late payments? Dealing with scope creep? We get it. Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payments and workflows in a single platformPlanet Consulting | We work with firm owners and managers who want to run better businesses and achieve their version of success. We have the experience and knowledge to help you get clear on what that success looks like for you and support and guide you on the journey to achieve it. FOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

In this episode, Amy and Jack kick off Season 4 with a deep dive into carbon accounting – the buzzword taking the business world by storm. They break down what it is, why companies need to care, and how regulatory and social forces are pushing businesses to step up their sustainability game.Buckle up for a fun trip through the Xero app store as Amy and Jack spotlight tools that make carbon accounting a breeze. Whether you're an accountant or a biz owner, these apps offer practical steps to shrink your carbon footprint and boost compliance – without the headaches.Ready for some eco-friendly tech adventures? Let's go!AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSBVO Pro | Revolutionise your appraisal and valuation processes with cutting-edge software, simplifying the process, revealing business value efficiently and encouraging strategic planning for growth and success.Content Snare | Organised content and document collection without the back and forth. Stop getting lost in emails, messy hacked-together systems and confusing shared docs. Content Snare is like a checklist for your clients with automatic remindersXBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstarsFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Picture this: you’re working from the beach, laptop in hand, sun on your face, and productivity on point. Sound too good to be true? Tune in as Amy and Jack dive into the world of remote work. From beachside setups to cloud tech, they’ve got the tips to make your firm ready for this shift and set up the perfect remote workspace.They work through how to keep your team on track with daily team stand ups, effective KPIs, travel light with minimal hardware, and run flawless webinars from anywhere. They highlight the importance of communication, trust and regular check-ins for a high-performing, flexible work culture whilst keeping your gif and emoji game strong. So join them on their next tech accounting adventure to transform your remote work game. AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSBVO Pro | Revolutionise your appraisal and valuation processes with cutting-edge software, simplifying the process, revealing business value efficiently and encouraging strategic planning for growth and success.My Prosperity | An all-in-one client portal with innovative digital tools to increase practice efficiencies, scale client engagement and grow revenueContent Snare | Organised content and document collection without the back and forth. Stop getting lost in emails, messy hacked-together systems and confusing shared docs. Content Snare is like a checklist for your clients with automatic remindersFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Ready for a tech-tastic deep dive? Join Amy and Ajack as they unravel the enigma of multi-entity and multi-divisional tech in accounting firms. This episode explores the intricacies and opportunities of managing multiple business units under one umbrella.Expect a whirlwind tour through the unique challenges these firms face, from juggling distinct brands to nailing those integrated reporting systems.  Centralised or isolated systems for practice management, CRM, and document management? Amy and Ajack weigh the pros and cons, with a sprinkle of humour and a dash of tech wisdom. Amy and Ajack have your tech toolkit covered.  So tune in for a tech-savvy adventure that promises to be both insightful and entertaining and join the accounting adventure. AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSIgnition | Spending days engaging clients? Chasing late payments? Dealing with scope creep? We get it. Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payments and workflows in a single platformXBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstarsATO SmartDocs | ATO documents processed in seconds. Built to future-proof your ATO document processing by securely connecting to the ATO servers and loading your documents ready to be securely delivered to your clientsFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Amy and Jack are back baby! And talking tech for the big leagues. Is managing multiple business entities with Xero creating more headaches than solutions? Discover how to overcome these challenges without transitioning to costly ERP systems. In this episode, they explore real-life scenarios that show how biz owners can navigate the complexities of multi-entity management using Xero and its robust app ecosystem. So if you want to gain insights into the critical role you can play in leveraging tech solutions for bigger players this is the ep for you. Get ready to buckle up and come on the newest tech adventure with us. AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSIgnition | Spending days engaging clients? Chasing late payments? Dealing with scope creep? We get it. Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payments and workflows in a single platform.BVO Pro | Revolutionise your appraisal and valuation processes with cutting-edge software, simplifying the process, revealing business value efficiently and encouraging strategic planning for growth and success.My Prosperity | An all-in-one client portal with innovative digital tools to increase practice efficiencies, scale client engagement and grow revenueFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Is merging firms a marriage made in heaven or a one-way ticket to chaos? Join Amy and AJackas they navigate the wild ride of firm mergers in our latest episode. We're diving deep into the nitty-gritty of aligning goals, cultures, and technologies before saying "I do" to a merger. Think of it as the ultimate business prenup!Discover why thorough due diligence is your best mate, how understanding personality traits can save your sanity, and why keeping operations siloed post-merger is a rookie move. We’re here to show you the magic of genuine integration for max synergy.Tech transitions got you sweating? We've got your back! From data migration to software integration, we'll walk you through the tech hurdles of merging firms. Learn why choosing a single platform for practice and document management is a game-changer.Packed with brilliant insights and cheeky banter, this episode is a must-listen for anyone braving the complexities of business mergers. So, buckle up, tune in, and let's get tech-savvy with All Aussie Accounting Adventures!AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSIgnition | Spending days engaging clients? Chasing late payments? Dealing with scope creep? We get it. Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payments and workflows in a single platform.Content Snare | Organised content and document collection without the back and forth. Stop getting lost in emails, messy hacked-together systems and confusing shared docs. Content Snare is like a checklist for your clients with automatic remindersXBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstars.FOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Discover the blueprints to growing your accounting firm's revenue from a solid $1 million to a thriving $3 million! Amy and Ajack are setting up the stage with a candid discussion on the ambitions that drive such an epic scale-up, aligning with both your personal vision and your firm's strategic objectives. It's a journey through the crucial decisions and calculated risks that pave the way for substantial growth. With the right mindset and actionable advice and tech, we're revealing how to navigate this transition smoothly and effectively.This episode is all about embracing a culture of innovation, updating the tech stack, and implementing marketing strategies that resonate with your target audience. And remember, regular, incremental advancements can lead to monumental growth, so go get 'em!So strap yourself in for this tech adventure and join us as we dive deep into the strategies, tools, and mindset shifts needed to skyrocket your firm’s success. Let's gear up, get tech-savvy, and watch your firm soar to new heights!AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSATO SmartDocs | ATO documents processed in seconds. Built to future-proof your ATO document processing by securely connecting to the ATO servers and loading your documents ready to be securely delivered to your clients.BVO Pro | Revolutionise your appraisal and valuation processes with cutting-edge software, simplifying the process, revealing business value efficiently and encouraging strategic planning for growth and success.My Prosperity | Easily collaborate with your clients. Ditch the back and forth emails, attachments, printing and signing, and bring it all together inFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Join the dynamic duo, Amy and AJack, as they navigate the thrilling road from moving a $500K firm to the dazzling heights of $1 million. This is your backstage pass to the secrets of exponential growth through savvy tech use and a dash of moxie (look it up, it's a thing, haha)!Of course they talk tech (it is a tech podcast after all) and because, let’s face it, that’s where the magic happens! We’re diving deep into the tech toolkit that turns chaos into harmony. No more disjointed apps or workflow woes; we’re celebrating the symphony of streamlined systems where efficiency meets integrity.If you’re all about scaling up without screwing up, this is the episode for you. Tune in as Amy and AJack spill the beans on keeping client data pristine and making the most of top-tier tools like document management solutions, e-signature dazzlers, and more.So, slap on your visionary goggles and join us for a rollercoaster ride to $1 million and join them on their next tech accounting adventure.AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSXBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstars.ATO SmartDocs | ATO documents processed in seconds. Built to future-proof your ATO document processing by securely connecting to the ATO servers and loading your documents ready to be securely delivered to your clients.Ignition | Spending days engaging clients? Chasing late payments? Dealing with scope creep? We get it. Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payments and workflows in a single platform.FOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Hold onto your hats, folks! It's time for a rip-roaring journey on our latest podcast episode: "Tech That Will Make You Sh*t Loads More Money"! 🚀💰Amy and AJack are here to hold your hand and walk you through the wild world of income maximisation and cost reduction, with more laughs than a koala in a eucalyptus forest! 🐨 We're unlocking the secrets to financial liberation and a wealthier lifestyle, all thanks to the power of technology!Picture this: you're cruising through the Aussie accounting landscape, turbocharging efficiency like a kangaroo on a caffeine high and ensuring you're rightfully compensated for your talents. But wait, it gets better! Technology swoops in like a superhero, streamlining workflows and supercharging service delivery to pump up that bottom line faster than you can say "g'day"!Amy and AJack spill the beans on game-changing tech solutions that carve out precious time for you to focus on what truly matters: making more money OR more freedom, haha!So grab your mates, grab a cold one, and tune in to the podcast that's revolutionising Aussie accounting one laugh at a time. Follow us on social media, spread the word, and let's make sh*t loads more money together! AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSContent Snare | Organised content and document collection without the back and forth. Stop getting lost in emails, messy hacked-together systems and confusing shared docs. Content Snare is like a checklist for your clients with automatic reminders.My Prosperity | Easily collaborate with your clients. Ditch the back and forth emails, attachments, printing anBVO Pro | Revolutionise your appraisal and valuation processes with cutting-edge software, simplifying the process, revealing business value efficiently and encouraging strategic planning for growth and success.FOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

Amy and Ajack are BACK baby! Together, they're on a quest to sprinkle a little magic on your client experiences, turning the mundane into the magnificent and transforming every client interaction into a spellbinding journey.Imagine a place where first encounters aren't just meetings, but enchanting experiences. They share secrets on weaving the magic of your brand into user-friendly websites that captivate from the first click. With a flick of their wands, they reveal tech tools that simplify booking appointments to the effortless charm of abracadabra. From mesmerising onboarding processes to the elegance of seamless sign-offs, their chat is a spell book of success, turning NPS scores into powerful charms for ongoing enchantment.For their grand finale, they delve into numerous tech tools of the trade to empower you to anticipate client needs and deliver solutions that leave them utterly bewitched. So let's embark on this journey with me, where exceeding client expectations isn't just a goal—it's where the true magic unfolds. So, capes on, wands ready, and let's create some accounting wizardry together!AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSXBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstars.Content Snare | Organised content and document collection without the back and forth. Stop getting lost in emails, messy hacked-together systems and confusing shared docs. Content Snare is like a checklist for your clients with automatic reminders.ATO SmartDocs | ATO documents processed in seconds. Built to future-proof your ATO document processing by securely connecting to the ATO servers and loading your documents ready to be securely delivered to your clients.FOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | Xpodcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...