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
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Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X
[email protected]

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.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David 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 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
[email protected]

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.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David 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 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
[email protected]

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.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David 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 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
[email protected]

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.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David 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 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
[email protected]

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.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David 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 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
[email protected]

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.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David 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 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
[email protected]

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.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David 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 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
[email protected]

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.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David 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 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
[email protected]

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.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David 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 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
[email protected]

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.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David Easton (@davidjeasty) | Insta...