All Aussie Accounting Adventures - Tech Edition

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 q...

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&apo...

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 Aust...

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 bee...

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 w...

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...

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 tha...

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 enga...

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 d...

🎧 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, th...

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 (...

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...

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...

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 s...

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, j...

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 main...

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, be...

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?  Sh...

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 accoun...

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 stan...

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 syst...

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...

Is merging firms a marriage made in heaven or a one-way ticket to chaos? Join Amy and AJack as 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...

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...

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...