CAS360 and Simple Fund 360 February 2020 Product Update

In this episode I am joined by Matt Crofts (Head of Simple Fund 360) and Adriana Cavallo (Head of Partnerships) to discuss

• The BGL MasterClass series in March (BGL MasterClass Info)
• BGL's ISO 27001 certification
• Top 5 new features in CAS360 for February 2020
• Top 5 new features in SimpleFund 360 February 2020

New Features Webinars

CAS360 - Feb 19th - Register Here

SF360 - Feb 11th - Register Here

Enjoy!

In this episode of the BGL Podcast, I was joined by Molly Banister (Twitter: ‪@MollyKBanister)

Molly is the marketing manager at SuiteFiles

Molly talks about her journey from wanting to be a lawyer, to working out that she loves helping people and finding a job she loved in marketing. 

Molly also talks about 

• Her love of RipCurl long socks   
• Changing how she looked at her professional life
• That ‘Kindness costs nothing’
• Investing in human psychology
• Competing in cheerleading championships  
• Believing in who you are, and believing that you are worthwhile 
• How marketing should never stop

Guy Pearson, Practice Ignition

On day 2 of Xerocon I was joined by Guy Pearson, Guy is the CEO of Practice Ignition 

Guy talks about how 2019 has been a transformational year in his life and what has changed for him. Guy also talks about his history in business and a huge amount of other points such as. 

• What Practice Ignition is 
• A PI customer success story
• Guy’s start in Accounting 
• Running his own Accounting team at 23
• Starting an Accounting Firm at 25
• The backstory of starting his accounting firm 
• Why he’s not allowed to sell PI 
• Improving energy levels 
• Being grateful and expressing it
• His thoughts on value based pricing
• His favourite quotes

After this ep was recorded Practice Ignition announced a $26m capital raise 

https://www.practiceignition.com/blog/practice-ignition-adds-a-26-million-to-fuel-next-phase-of-growth-in-accounting-innovation

On day 1 of Xerocon 2019 I was joined by Taryn Holman. Taryn is the National Sales & Marketing Manager for Super AA.  

(twitter - @taryn_jadeh)

Taryn has been at Super AA for the last 4 years and before joining Super AA Taryn ran her own collection business 

The interview has something for everyone with some great advice on how to set goals, and focus your attention on how to achieve the goals. 

In the podcast Taryn talks about:

• Her favourite books
• Her favourite quote 
• Coach bags 
• Joining the 5am club
• Living on the surf coast
• Joining Super AA
• Meditation and Gratitude
• Positive Affirmations 

For more information on SuperAA please listen to episode 10 - Growth with Mike McHenry from Super AA. 

On day 1 of Xerocon 2019 I was joined by the new Head of Partnerships at BGL - Adriana Cavallo. 

(twitter - @adrianaccav)

Adriana has been at BGL for a number of years, and has been in a number of roles including Support, Client Success, Product Management and now Head of Partnerships. 

In the podcast Adriana talks about:

• Her favourite books
• Her favourite quote 
• Her love of Audible and AirPods 
• How embracing Keto has changed her life 
• The importance with relationships
• The lessons learned at university 

Show links

Man in the arena quote - http://www.worldfuturefund.org/Documents/maninarena.htm

Audible - https://www.audible.com.au/

Jeevan Tokhi is joined by Shelley Banton, Head of Technical at ASF Audits.

ASF Audits is a leading independent SMSF Auditor with a team of highly skilled and specialised SMSF auditors.

ASF Audits has over 20 years’ experience working with large administrators, mid-tier to small accounting firms, and financial advisers.

In recent weeks the ATO has sent a mail out to around 18,000 SMSFs and their auditors where the ATO believes the SMSF investment strategies may not meet the diversification requirements under the SIS Act.

Jeevan and Shelley sit down and discuss what this means for SMSF Trustees and Auditors.

Follow BGL on Twitter @BGLdot

Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.

Paul Murray from AccountKit

On day one of Xercon 2019 I was joined by Paul Murray from AccountKit

(Twitter - @AccountKit_Paul - https://twitter.com/AccountKit_Paul)

Paul is the Co-Founder of AccountKit and also Murray Business Solutions. Paul is an accountant, he is also the son of an accountant and Paul is married to an accountant. 

However it hasn’t always been Accounting for Paul as he spent 8 years building video games. 

In the podcast Paul talks us through 

• What AccountKit is
• His history in game development and accounting
• His favourite books 
• His favourite failure 
• Why he would tell people to ‘Just Breathe’ 
• Why he is investing in his family 
• His love of video games 
• How a personal trainer has improved his life
• His 5/2 diet and losing 10kg

Other notes and links

Simon Sinek - YouTube video - https://www.youtube.com/watch?v=qp0HIF3SfI4

Calendly website - https://calendly.com

Jeevan has been at BGL for almost 14 years, and has worked in various roles during that time including support, data services and product teams. His roles have included support consultant, Tester,  BA, Product Manager and now Head of API.

Jeevan was also named the sexiest man in SMSF from 2011 to 2018.

• Why Jeevan is still at BGL after almost 14 years?
• What is an API?
• Are accounting firms becoming software firms?

Links as discussed in the show:

Engage by BGL

Smart Meat Thermometer

Possible winner of the 2019 award

Follow us on Twitter @BGLdot 

Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.

Andrew Paszko and Matt Crofts catch up to discuss BGL being awarded the 5th most innovative technology company in Australia and what that means for BGL clients.

Follow us on Twitter @BGLdot  | Facebook @BGLCorp

Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.

Andrew and Warren sit down over a burger to discuss corporate secretarial services and CAS360

• Should you charge for corp sec?
• How are the best firms using CAS360?
• What is on the horizon?

Follow us on Twitter @BGLdot  | Facebook @BGLCorp

Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.