It’s time to hit the road with Amy + Will on their ‘most bodacious’ all Aussie accounting TECH adventures! Run your own accounting firm? Maybe thinking of starting one? Want to get the best advice on what tech to use, as well as how to implement it well? Well, Amy & Will are tapping into their extensive knowledge in the space to give you ALL the tips & tricks to fast-track your technology skillset. So pour a bevvy of choice and join them around the accounting campfire for a good ole’ chat. And remember, be excellent to each other, accounting community humans, and party on, dudes!
The 20-Year Itch: Is Accounting Software Due for a Shake Up?
The accounting software market has a memory, and it runs about 20 years long. Amy and Will unpack the 20 year itch theory: incumbents get comfy, frustration quietly builds, then a shiny new general ledger rocks up looking like the holy grail. MYOB's server era had its moment. Xero and the cloud rush had theirs. So are we standing at that turning point again, or just having a whinge? They get candid about what is shifting the mood, from pricing pressure to the value exchange for firms and clients, and a few home truths nobody loves saying out loud. Then the real question: where does the day to day friction actually live? Practice management, work papers, too many apps, too many logins, and all the hours quietly disappearing into the gaps between them. They wrap with a bet on disruption and some plain advice for the incumbents. Incubate the cannibal, move fast, and do not assume the next 20 years will look anything like the last. Got a view on where accounting software is heading? Subscribe, send it to your accounting mates, and leave a review so more firms can find the conversation. AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS Tax Fitness | Tax planning and top 20% benchmarking software for accounting practices. Turn compliance meetings into paid advisory. Practice Protect | Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform. Account Kit | Bringing compliance tools, workflow and document management all-in-one place. Reduce clicks and stop context switching between all your apps. Discover the power of AccountKit. FOLLOW US www.accountingadventures.com.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Capacity Planning That Actually Works
Feeling flat because the work just will not quit? You're not broken, and you're definitely not the only one crying softly over a lodgement list. In this episode, Will and Amy stare down the big awkward question: why do Aussie accounting firms keep getting absolutely smashed by compliance, when the ATO deadlines are about as surprising as tax being due in tax season? Then they go and kick a sacred cow right in the shins. That "capacity planning problem" you keep blaming? Often it's just a too many clients problem in a trench coat, fed by being lovely to a fault, saying yes on reflex, and leaving your workflow planning until the whole thing's already ablaze. So what does planning ahead actually look like when you're not just winging it and hoping? This is where Will and Amy have your back as they work through the best practice bits, the practical tips, and the fixes you can actually use before next season lands on you. If this one hits a nerve (in a good way), smash subscribe, send it to the accounting mate who needs it most, and leave a review so more firm owners can stop suffering in silence. AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS ATO Mate | Fast, simple, secure ATO document processing for accountants and SMSF admin Pinch Payments helps Australian businesses get paid faster without the usual follow-up fatigue. With direct debit, card payments, payment plans and accounting software integrations, Pinch makes it easier to automate invoice collection and cut down admin. Spotlight Reporting | Reporting, Forecasting, Consolidation & ESG, all in one place. It is visually engaging in-depth analysis, perfect for accounting firms to deliver advisory services and businesses to improve their decision making. FOLLOW US www.accountingadventures.com.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Buying A Book Of Fees | Merge, Acquire or Divorce
Are accounting & bookkeeping biz sausage factories? Whether you're eyeing an acquisition, weighing up a merger, or quietly polishing your practice for sale, this one's worth the listen. Amy and Will are pulling up the handbrake on the "just buy a book of fees and ride off into the sunset" fantasy that LinkedIn keeps selling you. In this ep they're tackling the tricky question: why are you actually doing this? Buy-in, partner exit, ego trip, fear of missing out, or that classic "I don't want to leave opportunity on the table" itch? The motive matters, because the wrong one turns a turning point into a horror story faster than you can say "unsigned shareholders' agreement". They discuss the stuff you need to know including business divorces, missing position descriptions, dodgy client lists, mismatched tech stacks, and the bit most buyers underestimate: actually transferring clients properly. Skip these and your dream deal becomes a lawyer's picnic with you holding the basket. So, strap yourselves in for this tech accounting ride and remember to share it with a mate and drop us a review because we love that stuff. AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS Pinch Payments helps Australian businesses get paid faster without the usual follow-up fatigue. With direct debit, card payments, payment plans and accounting software integrations, Pinch makes it easier to automate invoice collection and cut down admin. Tax Fitness | Tax planning and top 20% benchmarking software for accounting practices. Turn compliance meetings into paid advisory. Spotlight Reporting | Reporting, Forecasting, Consolidation & ESG, all in one place. It is visually engaging in-depth analysis, perfect for accounting firms to deliver advisory services and businesses to improve their decision making. ATO Mate | Fast, simple, secure ATO document processing for accountants and SMSF admin. FOLLOW US www.accountingadventures.com.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
AI In Accounting: The Update Episode
AI is everywhere right now, and if you're an accounting firm owner, you're probably somewhere on the spectrum between genuinely excited and quietly terrified, sometimes within the same afternoon. Aly joins Amy and Will around the campfire for a proper, no-fluff conversation about what AI actually is today and why understanding that matters before you let it anywhere near your clients' tax affairs. Spoiler: generative AI is a probabilistic pattern engine, not a truth machine. Think of it as a fast but overconfident junior who's great at drafting and terrible at knowing what they don't know. Your job is still the review, the verification, and the accountability. We also dig into agentic AI and automation, and why handing over your logins or letting an agent roam freely across your tech stack is a cybersecurity and privacy conversation you need to have before it becomes an incident report. For firms operating under confidentiality expectations and growing compliance demands, client data security has to come first, full stop. And for anyone feeling behind? You might not be. Sometimes the tech just isn't ready yet, and holding your ground while you map your processes and cut waste is actually the smart play. Come for the AI chat, stay for the sanity check. Subscribe, share this one with an accounting mate who needs to hear it, and leave us a review. AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS Practice Protect | Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform. ATO Mate | Fast, simple, secure ATO document processing for accountants and SMSF admin FOLLOW US www.accountingadventures.com.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Welcome Will | Why I Left Big Tech to Build an Accounting Practice
A new chapter kicks off in the Tech Edition of All Aussie Accounting Adventures as Amy welcomes Will to the co host hot seat. And yes, we get straight into the juicy bits, because what’s an accounting podcast without a little talk about risk, reward, and leaving a comfy Big Tech job to start your own firm? Will shares the winding path from Sydney cadet accountant to becoming Xero’s very first Australian finance hire and got a front row seat to how fast tech companies really move. Along the way he picked up a few lessons about how accounting works differently across the world and why the humble bookkeeping and tax workflow still runs the show. Eventually the corporate life lost its shine and Will made the leap many accountants dream about but quietly avoid. He opened his own lean, client first practice built on trust, clear pricing and the brave art of saying “no thanks” to the wrong clients. We chat about why accountants love to undercharge, why winning about 40 percent of proposals is actually a healthy sign, and how doing great work for one trade can spark a referral chain that keeps the phone ringing. Of course, this is the Tech Edition, so we also lift the bonnet on the tools. No shiny object syndrome here. Will shares his tech stack, with trusty spreadsheets still doing a fair bit of the heavy lifting. It’s scrappy, practical and very real. If you’re dreaming about starting a practice, rethinking your pricing, or building a firm that works for your life instead of running it, this episode is packed with stories, lessons and a few laughs along the way. So grab your headphones, accountant adventurer. The journey just got a new co pilot. AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS Account Kit | Bringing compliance tools, workflow and document management all-in-one place. Reduce clicks and stop context switching between all your apps. Discover the power of AccountKit. Tax Fitness | Tax planning and top 20% benchmarking software for accounting practices. Turn compliance meetings into paid advisory. Spotlight Reporting | Reporting, Forecasting, Consolidation & ESG, all in one place. It is visually engaging in-depth analysis, perfect for accounting firms to deliver advisory services and businesses to improve their decision making. FOLLOW US www.accountingadventures.com.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Breaking Up With Clients - Dear Client ... It's you, not me!
Breaking up with a client shouldn’t feel like jumping out of a plane with no parachute, but let’s be real, sometimes it totally does. In this episode, Amy and Jack get into the gloriously messy business of saying “thanks, but no thanks” to clients who drain your team, margins, and will to live. We unpack the emotional hurdles (hi, guilt and cashflow panic), the sneaky red flags you’ve probably been ignoring (late emails, late payments, and way too many “quick questions”), and the legit steps to offboard like the polished pro you are with the a sprinkle of tech thrown in, as always. Whether it’s setting firmer boundaries, scoring clients like you score staff, or finally sending that “we’re not the right fit” email, we’ve got you. You’ll learn how to: Spot energy-zapping red flags early Use client KPIs (yes, that’s a thing) to assess fit Price for friction, or show them the door, gently Handle offboarding like a boss (ethical letters, docs, ledgers, oh my) Deal with churn, silent exits, and awkward online reviews with grace and grit So if you’re ready to protect your peace and kick that chaos to the curb hit play and join us on the next tech adventure. And ... for some big poddie news, you have to listen to the end of the episode, I'm not crying ... you are! AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS Practice Protect | Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform. XBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstars Planet 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.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Month-End Without the Meltdown: Tech, Timing & Keeping Your Sanity Intact
Is your month-end more “mayhem” than “method”? Because Amy and Jack are back and this time they are turning the dreaded monthly close into your firm’s most valuable hour (no, seriously). We unpack what a modern month-end actually looks like (spoiler: less chaos, more calm), how to build a service clients rave about, and the secret sauce to transforming accuracy into real advantage. From spotting when a client’s ready for monthly magic to knowing when they’ve outgrown outsourcing, we’ve got the cues, the scopes, and the sanity-saving handovers covered. Tech-wise? Oh, we go there. Think: Spend management that shuts down noise faster than a CFO in a boardroom. Payroll and HR tools that grow with your clients, even when they start hiring in Timbuktu. Reporting that goes beyond “meh” dashboards to chef’s kiss board packs. Forecasting that doesn’t make you want to cry. And automation that makes prepayments and intercompany less “WTF” and more “handled.” We even talk workflows, BI, e‑com, inventory, and exactly when to pitch that fractional CFO magic without sounding like you're making it up as you go. So if you’re tired of chasing apps like a toddler at a tech expo, or just want to run a smoother month-end without losing your marbles, this one's for you. 🎧 Hit follow, share with your favourite accounting sidekick, and drop us a review so more legends can turn month-end from a migraine into a money move. AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS Practice Protect | Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform. Planet 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.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
The Anti-Tech Tech Episode: When Apps Attack (Your Wallet)
In this tech episode, Amy and Jack ask the big, messy question: Has tech become the frenemy of the modern firm? We’ve all been there, download now, regret later. You start with one shiny app to fix your workflow… then another to “streamline” things… and suddenly you’re knee-deep in subscriptions, paying $49.99/month to maybe use 10% of what it can do. It's like buying a gym membership for one yoga class and a free water bottle. Amy and Jack flip the tech-loving script and go full-on devil’s advocate, poking at the paradox: Are we solving problems or just subscribing to them? Inside this episode: The red flags your tech stack is stacking against you How to Marie Kondo your apps without crying over cancelled trials A step-by-step framework for trimming the fat before adding more automation The rise of "apps to manage your apps" (Yes. That’s real. We’re not making it up. We wish we were.) Plus: Jack confesses how many subscriptions he actually has (hint: it's embarrassingly high), and Amy stages a full blown intervention. So join us on our anti tech-tech adventure. AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS 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 XBert | 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.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
XeroCon's Tech Revolution LIVE-ISH
Jack and Amy take you behind the 'tech' scenes at XeroCon. With over 3,500 attendees and enough tech news to crash your browser, it really is the Coachella of accounting. From the flashy product reveals to the quiet coffee chats that spark big ideas, we dig into all the latest. Xero’s new Partner Hub is aiming to be your one-stop dashboard dream, Jax AI is flexing some serious smarts thanks to a new OpenAI partnership, and Work Papers is teaming up with BGL to make compliance just that bit smoother. Payments were the buzzword of the week, with nearly every app provider adding some kind of solution. And with AML requirements looming, there’s a wave of new tech surfacing to help firms stay ahead. The app ecosystem’s not slowing down either. Tools like Link, Content Snare and FYI are rolling out upgrades like nobody’s business. Oh, and if you're heading to the Safari Glitterati wrap party tonight… come say hey! We’ll be the ones nerding out over app stacks in between dance breaks. FOLLOW US www.accountingadventures.com.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Your Firm's Not-So-Secret Weapon: Annual Planning
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 SPONSORS 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 Planet 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.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Ditch the Chaos: How to Nail Client Onboarding Like a Pro
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 SPONSORS Practice 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.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
CRM Strategies for Accountants
🎧 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 SPONSORS XBert | 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.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Let's talk AI in Accounting
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 SPONSORS 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.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Boosting Productivity with Top Non-Accounting Apps
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 SPONSORS XBert | 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 FOLLOW US www.accountingadventures.com.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Tech Stacks for Bookkeepers vs Accountants
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 SPONSORS Planet 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 rockstars FOLLOW US www.accountingadventures.com.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Deep Dive: Xero for Groups
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 SPONSORS 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 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.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Deep Dive: Xero
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 SPONSORS Planet 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.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Deep Dive: Email Automation
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 SPONSORS 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 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 Planet 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.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Getting Buy-In for New Tech
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 SPONSORS 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 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. XBert | 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.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
Managing Tech Spend and Price Hikes
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 SPONSORS 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 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 Planet 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.au Accounting Adventures (@accadvpodcast) | Instagram Accounting Adventures | Facebook Accounting Adventures | LinkedIn Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X podcast@accountingadventures.com.au CHECK US OUT ALL 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 humans Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly. Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle. MUSIC ENTENTE (@ententemusic) | Instagram PRODUCTION Dav...
