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David Cristello – Building a practice workflow solution to solve the problem of client work falling through the cracks

Jetpack Workflow was really built to solve the problem of client work falling through the cracks. When I was talking with people, firm owners, they said, well, we have hundreds or thousands of recurring deadlines and due dates, payroll schedules and bookkeeping schedules, tax schedules, CFO schedules, and even with a small firm, that ...

2021-05-15T22:32:17+10:00March 3rd, 2020|

People, Processes, Technology, Data – essential elements of a sustainable business

We've got some clients that have been going with us for over six years now and their team members are equally as good as any manager in Australia because they've been working for six years. One of our clients moved their Philippines team member who was doing SMSF work to Australia to be the ...

2021-05-15T22:15:32+10:00February 22nd, 2020|

Email about  Hubdoc + the Xero subscription price increase – you’re welcome to use it.

Here's my email to people who hold their Xero subscription with me, about  Hubdoc + the Xero subscription price increase – you’re welcome to use it.   Hi Tl;dr- You’re receiving this email because you hold your Xero subscription with me. From 18 March 2020 Xero business subscriptions are increasing by $2 per month and ...

2020-01-14T15:13:15+10:00January 14th, 2020|

An Inventory Nerd Solving Complex Problems with Simple Solutions | Jeri Wambeek

The biggest thing is time savings, and then, of course, if you're paying people by the hour time savings can also save money. And the other part is automating a lot of this stuff helps with cash flow. That's a really big part of it, cash flow, because you can make decisions based on ...

2021-05-15T22:50:30+10:00November 20th, 2019|

Everything you wanted to know about Accounting Apps but did not even know to ask.

Inspired by my talk with Heide Robson on her podcast Tax Talks (episode 167), I’m publishing a series of articles about Accounting Apps. You can listen to the original recording here. What are Accounting App? When I talk about apps, I use the term accounting apps. These are applications that connect to online accounting solutions. If ...

2020-01-28T09:16:34+10:00September 26th, 2019|

Do we need integration specialists to help us to plug all the apps together?

Do we need integration specialists to help us to plug all the apps together, or will apps become better at connecting together without detailed knowledge? It’s probably a hybrid of both. One of the benefits of using a cloud integrator is they've experienced in connecting maybe one two or three apps together. They know the ...

2019-09-26T11:13:51+10:00September 26th, 2019|
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