Start with the end in mind when it comes to the tools you want to use to deliver an awesome client experience

You’ve heard the saying ‘A bad workman blames his tools’, right? Well, the same goes for online programs. State-of-the-art software that operates independently of the computer owner is yet to be invented, so while we wait for that, it’s up to you, the accountant, to make the magic happen.

Xero, and other Cloud applications, are simply tools to be used to better yours and your client’s business. The difference is, this tool connects you to clients in a far superior way than ever before.

Continue reading “Start with the end in mind when it comes to the tools you want to use to deliver an awesome client experience”

Back on the speaking Circuit !

For reasons unknown to me I’d disappeared off the speaking circuit BUT the drought has been broken & I’m speaking at 5 premier accounting events over 3 weeks! I’m pumped!

All sessions really deep diving into the tech trends that we as accountants need to be taking notice of!

If you are at one of these events be sure to come up & say hi !

March 22nd – Sydney CFO Symposium, 11am  http://ow.ly/Njec30iEZwy

March 22nd – Accounting Business Expo (Syd), 1:30pm http://ow.ly/rHEE30iEZyd

March 26th – Count Annual Conf’ (Vietnam), 1:25pm

April 9th – CA ANZ Accounting Conf’ (Syd), 9am http://ow.ly/7m3Q30iEZCO

April 11th – Adelaide CFO Symposium, 11:30am http://ow.ly/e0N130iEZJ7

6 practical tips to introduce advisory into your service mix

The next phase of the accounting industry — where accountants become true advisers to their clients and not just data hoarders — is very much underway.

But it’s often difficult to know exactly where to start, and what changes to make to help that transition. Having made that change myself in recent years, with a practice of 150+ business clients and growing, here are some practical tips for any firms looking to fundamentally change the way they approach advice.

Let the technology do the heavy lifting 

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Practical tips for increasing your marketing prowess

As the world of accountancy evolves – and cloud technology helps forward-thinking firms to be more efficient, engaged and insightful with clients anywhere in the world – it’s increasingly important to market the quality of your services and win the business you deserve. 

But what are the practical strategies that accountants can use to position themselves more effectively in the market and become bolder in their search for clients?

Here are four of my favourites:

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What accounting looked like ten years ago – and how the industry is changing

Five years on from the turn of the millennium, the industry had gotten over its last major change – the introduction of GST. With small businesses now required to produce quarterly BAS statements as well as their annual tax returns, they were beginning to play around with looking after their own books.

Three things were happening:

Continue reading “What accounting looked like ten years ago – and how the industry is changing”

Future of Accounting Podcast with Danetha Doe

Late last year I had the pleasure of being interviewed by Danetha Doe on her Future of Accounting Podcast. Its a great website for young and old finance professionals to check out ! https://www.brandingforaccountants.com/blog/episode-23-keeping-up-with-innovation-as-an-accountant

Focus of the podcast was on the innovation occurring in the industry and unlike many of my other articles and interviews it focused more on my personal journey as an accountant, something which I rarely speak about (because frankly, everyone has a story and mine is nothing special !)

Check it out here !

https://itunes.apple.com/au/podcast/episode-23-keeping-up-innovation-as-accountant-james/id1275968115?i=1000400487018&mt=2

Here is what Danetha wrote on her site about the Podcast ! Continue reading “Future of Accounting Podcast with Danetha Doe”

The Future of accounts payable

Xero’s James Solomons and MYOB’s Tim Reed offer their perspective on changes in accounts payable.

In brief

  • Technology makes accounts payable a bit sexier.
  • Accountants and bookkeepers are likely to have more time for other tasks as manual processes are automated.
  • The future is already here for accounts payable – if you are an SME in New Zealand.

From the moment business owners’ feet hit the floor in the morning, the day is filled with tasks that demand their time. Some days, responsibilities they know are important simply don’t get the attention they deserve. It’s crucial that accounts payable is not one of them.

Continue reading “The Future of accounts payable”