BGL Account Manager and host of the pod Jorge Tsipos interviews BGL’s Adriana Cavello.

• Integrating client data across multiple databases in accounting firms - moving from multiple silos of information into one database shared everywhere.
• Do you just ‘switch on’ a software integration, how does it work?
• Cleaning data sets - be the integrations specialist that you want to see in the world.
• Have a checklist - the step-by-step process of change management implementing new software in any organisation.
• What are the little things in the product that have an outsized effect on the client experience?
• Adriana’s personal journey through BGL over the last 7 years.
• How do you deal with all the product feedback from client, make decisions and prioritise the responses.

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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.

Host of the Pod Jorge Tsipos sits down and has a chat with some of BGL's extended family from Singapore and Hong Kong. They chat about the differences selling software in Asia vs Australia, what it's like to be part of a globalised/distributed workforce and chilli crab.  All the important stuff. 

BGL Account Manager and host of the pod Jorge Tsipos interviews director of Nutwood Financial, Jacqui Chellew.

• Legislative instability in the next few years with SMSF.
• How is the accounting industry responding to future re-skilling requirements?
• How to figure out what to charge for advice?
• How to use data-feeds for increased automation with all your data entry.
• Have time to look at your clients and how to add value added services to your repertoire.
• Cloud allows you to work remotely, or outside a traditional office structure.
• Solo practise - you actually need community/technology support to make it work.

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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.

BGL Account Manager and host of the pod Jorge Tsipos interviews Nick Sinclair the Chairman of The Outsourced Accountant.

• Start with why: have an impact on businesses by giving proactive advice.
• Outsourcing, offshoring and ensuring quality.
• How to improve your process your funds on a more regular basis + creating capacity.
• What is your people strategy: how much capacity can your firm create and how are we going to get there?
• Do you have the right people doing the right work?
• If you’re not challenging your staff are they feeling fulfilled by the work they’re doing?
• Where are you actually spending your time?
• https://twitter.com/nickqsinclair
• https://www.linkedin.com/in/nicksinclair/?originalSubdomain=au

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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.

BGL Account Manager and host of the pod Jorge Tsipos interviews Aaron Dunn of Smarter SMSF about the 2018 Future of SMSF Report. Aaron is a Certified Practising Accountant and SMSF Specialist Advisor, having worked within the SMSF sector for more than 20 years. He is the CEO & Co-Founder of Smarter SMSF as remains an active practitioner today.

• Firms are shifting away from a yearly reporting model to a ‘as required’ or proactive model.
• Technology is great - but it needs to work hand in hand with improved process.
• What needs to change in your firm to take advantage of the SMSF tech advancements.
• Fund establishments and what the future holds for new funds going forward.
• SMSF Sector strategy: how does yours compare?
• Who’s getting all the new SMSF business? Specialists.
• Get the report here: https://smartersmsf.com/futureofsmsf/
• Follow Aaron Dunn | @smartersmsf

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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.

Host of the BGL Podcast Jorge Tsipos talks to Stephen Jackel, the CTO of MyProsperity about how to build an agile cloud product, the difficulties in moving from the technical to the managerial and ‘architecting to scale’.

• AI: From the 90’s to now.
• How has fintech impacted the way advisors interact with their clients?
• ‘Architected to scale,’ what does that mean and how?
• The difficulties involved in starting technical and moving to management.
• How to build features that clients don’t even know they need or want.

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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.

Host of the BGL Podcast Jorge Tsipos has a chat with Mike McHenry from Super AA to discuss outsourcing, business culture and how to build a company from the ground up without compromising quality.

• How to wholesale to accounting firms as a former accountant.
• Outsourcing: Local vs Offshore and accountability.
• The educational piece involved in being an early adopter.
• Building systems for scaling up from the very start.
• Total visibility and accountability for clients regarding work in the firm.
• Expectation of quality with large firms and overview of workflow.
• What gets measured gets managed - how to track the important stuff.
• You can't be everything to everyone. Minimum viable product and pricing your product.
• Culture and having a modern workforce. 

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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.

Host of the BGL Podcast Jorge Tsipos has a chat with Chris Taylor from TAG Advisory in Melbourne to have a chat about SMSF, achieving the financial goals of the client and striving for excellence.

• Automating via software rather than offshoring.
• Having the ability to grow your firm by freeing up workable hours with automation.
• How to make the case for cloud and data feeds to your clients.
• The three pillars to retirement - what is the objective of super?
• Value added services and how to assist your clients best with strategy.

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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.

Host of the BGL Podcast Jorge Tsipos has a chat with Natalie Lennon from two sides accounting about what it takes to start up a Smart Accounting practice from the ground up, social good and finding your why.

• Start up businesses vs established businesses as clients.
• How automation and ‘working smarter not harder’ is a necessary competitive advantage in today’s climate.
• How to talk to less tech-savy clients to get new technology implemented in your firm.
• Being flexible with day-to-day events - but plan for the long-term goals.
• Your Professional Headspace - Scott MacGregor Charlton
• Managing a distributed firm in the 21st century with cloud.
• Fixed fees vs hourly billing in smart firms.

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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.

BGL Podcast host Jorge Tsipos interviews the General Manager of BGL Daniel Tramontana about building a good company culture, career advancement and how to break the mould so you can embrace change. Sometimes it’s painful - but it’s necessary.

• Do what do you exceptionally well to take the opportunity to advance.
• How do you figure out what skills are interchangeable - it’s all about values.
• How do people react to adversity?
• Goal setting, breaking the mould and progress.
• What is the holding you back from embracing change?
• Pain points are growing points.
• It’s not about you - it’s about people.
• Leaders are there to facilitate their people.
• How to be consultative and occasionally overrule people when required.
• Own your stuff ups.
• Is culture expensive?

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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.