Future Proof Accountants - Blog Posts Under Accounting

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We are all busy right? Anything that can save me time, I am interested in knowing more. WorkflowMax and Xero are two of my favourite programs because they save me and my business TIME – and we all need more of that. I have put together a list of my favourite things about using Xero […]

Read More Practice Management, Support, Systems
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You are experts at what you do however reporting set up is a different skill set to that of an accountant. Reporting for any business is critical and the correct reporting can make a significant difference to a business’s success, especially when big decisions are made off the back of reporting data. With so many […]

Read More Accounting, Practice Management, Reporting, Support, Training Program
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October 25, 2021

Spotlight vs Fathom

Depending on the kind of advisory your practice provides, you have the choice between either as both platforms are highly functional and reputable, however the final decision of which software you choose will completely depend on your clients needs. To know which is right for your practice, there is no straight answer for that, as […]

Read More Accounting, Practice Management, Reporting

We are all guilty of it, we get so busy in our operational side of the business that our own practice systems might need a refresh so it is always a good idea to get a regular health check. In the same way we look after our personal health, checking on your practice’s health from […]

Read More Accounting, Practice Management

Recently we helped a practice get set up on Xero Projects, as they wanted to use this platform instead of XPM. So I wanted to take a look at both platforms and go through the differences. Both systems are great, Xero projects is perfect for small whereas XPM is suitable for bigger practices or multi partner […]

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Over the years, I have come across so many accountants who have been practising for a long time (and have rooms full of filing cabinets to show for it) but were often left behind with the constant changes in technology. I saw a gap in the market, so worked tirelessly to develop the courses required for […]

Read More News, Training Program
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Hello lovely Accountants, In this online world we are living in, where payments are just a click away, more and more small businesses are adopting payment gateways integrated with their accounting systems, and as an accounting practice, you could be leading the way by using this in your own accounting business. If your practice implements […]

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June 2, 2021

Upskilling your team

Hello lovely Accountants! I’m here to talk about training and upskilling of your team. I know that accountants are very pedantic about the quality of their work and also the quality of service provided to the client which is great but that obviously means that you want to make sure your team is trained and […]

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