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 ...
All content for All Aussie Accounting Adventures - Tech Edition is the property of All Aussie Accounting Adventures and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 ...
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 ...
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 th...
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 a...
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 sm...
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 ...
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 conver...
🎧 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). H...
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 ma...
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 superchar...
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 ...
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 ...
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...
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 ...
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...
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?...
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 sh...
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...
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 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 ...
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 ...
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 ...
