Podcasts about accounting business expo

My co-host Tyler Caskey Partner at The BeanCounters and I presented a taster of our quarterly Accounting Tech update podcast at the popular Accounting & Business Expo in Sydney.  In this episode, we talk about . . . Big Software Moves: Xero retires classic invoicing and introduces drag/drop bill uploads; QuickBooks enhances Projects and Work area; MYOB adds new reminders; Easy Business adds ABA payroll. ERP & Practice App Upgrades: NetSuite introduces AI-powered “Text Enhanced,” while XonBoard simplifies Xero onboarding—praised as “worth its weight in gold.” Insights & Oversight Tools: Fathom launches Portfolio for client-wide metrics; Dext refreshes its dashboard; Spotlight Reporting pushes ESG advisory via Sustain. Standout Tools & Features: Modano's online budgeting praised, Translucent adds 6 tracking categories & Deferred Revenue App, Karbon expands KPI reporting and integrates Chrome extension. Ecosystem Growth: Sharesight adds Drawdown Risk and improved cost reporting; Fergus integrates with Xero for builders; Workshop Software boosts mobile bookings; EZRentout enhances order pipelines. Contact details: Tyler Caskey : https://www.linkedin.com/in/tylercaskey/  The Bean Counters : https://www.thebeancounters.com.au/   Heather Smith: https://www.linkedin.com/in/HeatherSmithAU/  Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  YouTube Channel: https://www.youtube.com/ANISEConsulting 

At this year's Accounting Business Expo in Melbourne, I presented on the ever important topic of talent but with a focus on non-monetary benefits as a retention tool (well, because they're kind of free and accountants keep asking me, Michael - how can I compete with the big firms that have way more resources to throw around): Below is a short snippet talking about some of the non-monetary benefits you can incorporate into your firm.  As a recruitment professional and an accountant myself I wanted to present everyone with facts that would aid the remarkable accountants in this industry not just in servicing our clients but also in making sure they can attract the right talent and improve their employee retention,, which in the long run would help us build a much better practice. For the full speech please go to our Youtube channel.  Title: Win the War for Talent: the Monetary & Non-Monetary Ways What are the current issues and trends in the marketplace? Why are some firms doing so much better than others when it comes to recruitment and retention – monetary and non-monetary? What changes can you make to improve your recruitment and retention strategies? Speech by: Michael Edelstein of Accountants Exposed Podcast and Recruitment Expert

Tim and Dan are live from day 1 of The Accounting Business Expo in Melbourne. 

Today we are live from the Accounting Business Expo held in Sydney this past week. However we have a ring in to help with our Intro. If you have tuned into into our Xerocon wrap episode you will know this voice. Tune in for some fun and good vibes.

Downsizer is a digital home-buying experience unlike any other! With Downsizer, anyone with sufficient equity in their current home can purchase a new dwelling with zero cash deposit. Downsizer has raised $3.75 million seed capital to accelerate the growth of its SaaS platform operating at the intersections of fintech, proptech and insurtech.Downsizer is helping property developers, real estate agents, financial advisors, mortgage brokers and lenders, and insurance brokers and underwriters engage with Baby Boomers and Gen Xers over 50.  The platform provides digital content and market insights for lead generation. It also has a national property marketplace where developers can list off-the-plan properties and access a real-time sales dashboard.For older owner-occupiers – who may not pass a traditional credit assessment – a Deposit Power Downsizer Bond simplifies the home moving process so that downsizers don't have to raid their savings or superannuation, or sell their home, to exchange contracts. The bond is also available to investors, including Self-Managed Superannuation Funds.  Downsizer co-founder and managing director Mark Macduffie said the company aimed to help downsizers move so that they could “stop worrying and start living”.  In this podcast, Mark discusses the product, the partners they work with, the target market, fundraising, building the team, and international expansion plans.About Downsizer: https://www.downsizer.com/ About Mark: https://www.linkedin.com/in/macduffie/  Thank you to our supporters:Envestnet Yodlee: https://www.yodlee.com/au Australian FinTech: https://australianfintech.com.au/ Terrapinn and the Accounting Business Expo, March 2023: https://www.terrapinn.com/exhibition/accounting-business-expo/index.stm 

Aside from meeting and listening to some of the most amazing speakers, I also had the pleasure to present my own speech at the Accounting Business Expo in Melbourne this year.  Some of the topics that I discussed included: 1) What are the commonalities between those that have too many accountants knocking on their door and those that hear crickets! 2) Why do some firms seem to have Remarkable Retention and others have Atrocious Attrition? 3) What changes can you make in your firm to improve your recruiting and retention strategies? 4) Future of the accounting industry when it comes to talent! 

Last week was busy in Australia with two overlapping conferences; the Accounting and Business Expo in Melbourne and Accountex in Sydney.   In the beginning, when we realised there would be overlapping conferences, I contacted both conference organisers, letting them know my focus was on providing the best outcomes for the accounting industry. I joined the Content or Advisory Crew of both conferences.   Close to 4000 people attended ABExpo. The first session of the day, a fireside chat with the longest-serving treasurer in Australia's history Peter Costello, attracted a large crowd. Interestingly, I only knew about 5% of the vendors, and there was a jam-packed startup alley with about 20 new vendors, so it was fascinating to come across so many new solutions in the ecosystem.   During the day, I delivered two popular and educational panel sessions, which we all had a lot of fun with. I also scurried around the conference hall, eating free popcorn and pistachio gelato and finding interesting people to interview.    Jon Arrigo Managing Director at Microkeeper.  Microkeeper is an expert HR, Roster, timesheet, payroll and workforce management, all in one spot and I strategically partner with them. Lucas Finch Global Head of Wellbeing at Xero Daniel Rock Global Head of Sales at Suite Files Nick Bhalla Managing Director at Accounts NextGen IQ Daniel Spitty CEO at Everperform Ray Wang CEO at Luca Plus Laura Binns General Manager at the Conference Organisation at Terrapin   And yes I managed to interview more Daniels than I did females, I apologies for that oversight. I hope you enjoy the episode.   The Accounting & Business Expo is organised by Terrapin and I've enjoyed working with them for many years. The organisers have the philosophy "what Heather wants Heather gets", which is a philosophy I fully approve of! I'm given free rein to design the session and the content and select the panellists. I'm also a confirmed speaker at their Singapore conference, Accounting & Finance Show Asia 2023, 10-11 Oct and the Sydney Accounting and Business Expo, 22-23 Nov - if you fancy a trip to Singapore or Sydney, register on their website to find out more information! Also, let me know if you're attending, and maybe you can join one of my panel sessions.   Tropical Innovation Festival 5-9 Jun Cairns Accounting & Finance Show Asia 2023, 10-11 Oct Singapore Accounting and Business Expo, 22-23 Nov Sydney   Several Queenslanders flew in for the conference, and we all stayed at the same location, so we had a fun couple of days. On the last night in Melbourne, Chris Wheatley, the moderator of the Small Business Accountants Brains Trust facebook group, took us to his client's tiny bar, Yarra Falls in Flinders Lane. It was an absolute delight, so if you visit Melbourne, check it out. If this is your first time listening to the Cloud Stories podcast, please subscribe, and let me know where you are listening in from on social media; you can find me at HeatherSMITHAU everywhere.    

We've heard some great stories of the lengths founders go to to get their businesses off the ground. But how do they take that next step? How do they scale up?Annie Le Cavalier is the Director of Strategic Growth Programs at Stone and Chalk - Australia's largest innovation community. She talks to Sean about the benefits of working with an organisation like Stone and Chalk - from assistance accessing funding, to mentors who can help a business to grow.Annie Le Cavalier is a guest judge at the Accounting Business Expo on the 14th and 15th of March in Melbourne, which is a supporter of this podcast.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The pandemic, working remotely, and the strain on both physical and mental health has made wellbeing in the workplace a prime consideration. Lucas Finch - Global Head of Wellbeing at Xero, the cloud-based accounting software company - talks to Sean Aylmer about the wellbeing challenges facing businesses in the post-COVID world.   Lucas Finch is speaking at the Accounting Business Expo on the 14th and 15th of March in Melbourne, which is a supporter of this podcast.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Managing expenses isn't exactly glamorous. But this Nasdaq-listed company has streamlined the process - and businesses around the world are loving it. Anu Muralidharan, Chief Operating Officer of Expensify, talks to Sean Aylmer from the US about the social conscience that has driven the company since its very beginning. Expensify will be participating in the Accounting Business Expo on the 14th and 15th of March in Melbourne, which is a supporter of this podcast.  Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Most businesses use accountants and bookkeepers - but could SMEs be using them more effectively?Sean Aylmer talks to Damien Greathead, Head of Marketing at Intuit Australia - the makers of cloud accounting software Quickbooks - about the true value of a good accountant - and the surprising services they can provide. Damien is speaking at the Accounting Business Expo on the 14th and 15th of March in Melbourne, which is a supporter of this podcast.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The last few years have seen intense pressure on global supply chains. But that pressure is now easing. So are we back to normal - or just adapting to a new way of operating?Sean Aylmer speaks to Andy Hiscox, the CEO of Netstock Australia - a leader in supply chain planning.Andy Hiscox is speaking at the Accounting Business Expo on the 14th and 15th of March in Melbourne, which is a supporter of this podcast.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Aside from having the chance to interview some of the most amazing speakers during the 2-day conference, I also had the opportunity to speak at the Accounting Business Expo. Here is a little snippet of my session, titled:

Anyone in business knows that now, more than ever, there is so much power in data.  The systems we use and the information that we capture can bring great insight into how well businesses are operating and what we can do better.  MYOB Australia Chief Sales and Support Officer Daniel West talks to Sean Aylmer about the power of data and "the journey to good digitisation".  Daniel is appearing at the Accounting Business Expo at the International Convention Centre Sydney on Friday, April 30. Attendance is free - find out more here. Support the show: https://fearandgreed.com.au/all-episodes See omnystudio.com/listener for privacy information.

Inflation jumped sharply last quarter, exceeding market expectations. So what does this mean now for the Reserve Bank board meeting next Tuesday? AMP Australia Senior Economist Diana Mousina talks to Sean Aylmer about whether we could see a rate rise next week. Diana will be moderating a panel of economists at the Accounting Business Expo at the International Convention Centre Sydney on Thursday April 29 and Friday April 30. Attendance is free - find out more here. Support the show: https://fearandgreed.com.au/all-episodes See omnystudio.com/listener for privacy information.

When COVID struck, business expos were hit hard. Some moved online, but it didn't quite have the same feel as visiting a convention, seeing speakers and meeting exhibitors. Now, expos are back. Craig Macfarlane, Managing Director of Terrapinn Australia, talks to Sean Aylmer ahead of the Accounting Business Expo. The ABE is on the International Convention Centre in Sydney's Darling Harbour on Thursday April 28 and Friday April 29. Attendance is free - find out more here. Fear and Greed is a partner of the expo. Support the show: https://fearandgreed.com.au/all-episodes See omnystudio.com/listener for privacy information.

We've heard many stories and advice about leadership, but our guest Steve Meyn - a 30+ year partner of PKF Lawler, helps us uncover what it really takes to get to partnership and what it takes to stay there and lead from the front in this ever changing industry. Listen in as Steve opens up about his passion, loyalty, hardships and many more topics and plenty of invaluable advice for accountants young and old: Finding accounting work exciting and how it has changed over the years What it takes to become a partner in a modern firm and how to fast track it Impact of tech, automation on client relationships and profitability The ecosystem approach to practice management and workflow and his strategic initiatives Inter-generational wealth transition and the human aspect of it What exactly is succession planning and how to do it well What it's like staying in one firm long term and why Collaborative leadership and what makes a great leader Lawler Partners' journey becoming PKF and how accounting firms shuffle and brand themselves "You don't have to have all the answers but what you got to do is have the people around you that can help you get the answers” Show Notes PKF Tableau The Castle Life As I Know It by Michelle Payne Steve Meyn is an experienced accountant and leader with over 30 years of experience in the industry. He is passionate about improving businesses and helping the owners. He became a partner at a young age and boasts waking up everyday and loving what he does! Quick facts: Has been with PKF since 1989 and Managing Director for most of that time PKF Australia Chair since March 2022 Contact Info You can find out more about Steve Meyn and his firm PKF from their website: https://www.pkf.com.au/ Michael Edelstein: michael@recruitmentexpert.com.au Mobile: 0421 892 145 “Connect and profit at Australia's biggest exhibition and conference for the fast-changing World of Accounting, Business, Finance and Money! Accounting Business Expo is back and set to take place in-person on 28 & 29 April at the ICC in Sydney. The market is evolving continually at a rapid pace with new solutions, product developments, and trends designed to enhance the way you do business. Don't miss your chance to get up to speed and join Australia's largest, most comprehensive, and ground-breaking event for savvy, forward thinking accounting and finance. Visit www.accountingbusiness.com.au to book your FREE spot!”

Our guest, the remarkable Kylie Parker from Lotus Accountants imparts her knowledge and experience as an accountant, a partner, a business founder and a woman on all aspects of her career and personal life. If you are curious on how she built her firm without any marketing within this unique niche, then you won't want to miss this episode. Running a highly profitable sole practitioner firm vs trying to grow for the sake of growth, and which makes you happier Reasons for starting her firm and the unique structure she used to organically grow it Her journey into the accounting industry, working from small to mid tier to Big 4 firms as as being a sole practitioner and her advice to young accountants Being a very structured and organised person and and how she finds and a creative outlet in accounting and in her life What she would be doing if she was not an accountant and her side hustles Importance of networking and nurturing professional relationships and how she goes about doing that Her books and advice on insurance, divorce, and prenups Canceling out people and the answer to the question- ‘Do female partners differ in terms of managing the firm?' Why she prefers the ‘no marketing and referral only' type of firm “If someone's passionate and wants to help and wants to learn, they're a pleasure to work with. Because they always go above and beyond” “Connect and profit at Australia's biggest exhibition and conference for the fast-changing World of Accounting, Business, Finance and Money! Accounting Business Expo is back and set to take place in-person on 28 & 29 April at the ICC in Sydney. The market is evolving continually at a rapid pace with new solutions, product developments, and trends designed to enhance the way you do business. Don't miss your chance to get up to speed and join Australia's largest, most comprehensive, and ground-breaking event for savvy, forward thinking accounting and finance. Visit www.accountingbusiness.com.au to book your FREE spot!”

Accounting Innovation and Technology Buzz | Mar 22 In this episode, we: Congratulate Trent on joining From The Trenches as their CEO. Trent also wonders what he will do with his PI tattoo, now that they've rebranded to Ignition. Ask the question is Oh My Fraud with Greg Kyte and Caleb Newquist the only accounting podcast you can play in the car with your family listening in? Talk about the upcoming conferences, including Accounting & Business Expo 28 & 29 April Sydney, Sydney Xerocon, and Accountex 2023 News from DiviPay including a comprehensive new whitepaper for CFOs look to automation to improve team satisfaction. Unpack Xero's State of the Australian Accounting & Bookkeeping industry report New releases from G-Accon and BGL AND Touch on an article ‘Are Niche Apps The Way Of The Future? By Michael Astreiko, CEO of Synder I'm currently working with the Team at DiviPay to help them connect with the Accounting and Bookkeeping community. If you want to read about the way I work with Accounting Apps, please visit http://endorsementdisclosure.com You can always see my strategic partners, as they are clearly labelled in pink on the headers of all of my social media platforms. I hope you like listening to The Buzz. Reach out to Trent or I and let us know what you thought, and it would really help us if you share the podcast with someone who would find it useful. Subscribe to the Accounting Apps newsletter here http:// HeatherSmithAU.COM

Being a popular guest in publications and interviews, we were lucky enough to have Shaye as our own guest as she reveals her journey on how she started with a double degree, aspired a different profession but later switched to Accounting, and how she started as a Tax undergraduate in a Mid tier firm while finishing her studies and be where she is today. Join in on our enjoyable and illuminating podcast with Shaye Thyer, Head of Mindbridge as she shares: Her journey into Accounting from Practice to Internal Finance for a firm, to selling Accounting Tech Tips and tricks for keeping herself inspired and motivated How to fix staff and capacity issues in practices today Importance of cadetships and how perception is reality in the corporate environment Navigating the ‘boys club' as a female Impact of cloud accounting and automation inside an accounting firm What would she do if she only had a week to transform an accounting firm? The controversial topics of pros and cons of timesheets Best way to go about change management inside your firm What does Mindbridge do and how valuable it is to the audit process Importance of mentors in life and career “If it's not f** yes then it's a f** no.” Profile Shaye Thyer is the Director of Sales for Mindbridge Ai. With more than 15 years of Accounting experience and her passion for advocacy, her goal is to innovate and bring forward new tech that will assist accountants and business owners alike to have an improved flow of business and adapt to a more efficient way of running a practice. Her passion and avidity to change the industry by offering new solutions is what led her to build a ground-breaking AI platform that leverages advanced machine intelligence and AI techniques to supplement human capacity and manage the vast amounts of financial data that exist within organizations. Some quick facts: An activator for SheEO, a global community of women radically transforming how we finance, support, and celebrate female innovators. A speaker at Accounting Business Expo 2021. Business Depot “Rebound” Names as one of the “Bold CA entrepreneurs stepping into start-ups”

On this second part of our podcast with MC Carter, he provides us with a more in-depth understanding of strategies and tactics with regards to marketing and scaling advisory services, his perspective on leadership, and what and how to offer additional help to your clients. We catch up with Michael Carter, Founder and CEO of Practice Paradox as he shares: Exploring the reasons for choosing to do advisory vs pure compliance in your practice Most effective marketing strategies for accounting firms How Practice Paradox can create and implement your marketing strategy and ROI on that How to value price your services Importance of SEO for your business and how to go about improving your client attraction strategy Marketing automation tactics and tech stack Do you need a marketing person in house? “People are silently begging to be led” Profile Michael Carter is the founder and director of Practice Paradox. He loves innovation, creating systems, solving business problems and strategizing. His focus is teaching Accounting firms proper marketing and fruitful communication, helping them bring about a thriving life for their clients. He successfully managed multiple businesses in the past and to him - business is a game with players, rules, strategies and ways to win and ways to lose. And it's a game he enjoys playing! Some quick facts: A speaker at MYOB Partner Connect 2019 and Accounting Business Expo 2020. Founder of Spinalsensa, and Co-Founder of Business Fitness Has a degree in Industrial Design (Product Design) and an MBA in Entrepreneurship and New Venture Management Show Notes Karbon Getting things done The E Myth by Michael E. Gerber Keap David Meister Contact Info You can find out more about Michael Carter and his firm Practice Paradox from their website: https://practiceparadox.com.au/ To find out more about RecruitmentExpert please go to www.recruitmentexpert.com.au or email Michael Edelstein: michael@recruitmentexpert.com.au

A marketing pro, innovator and a problem solver, Michael Carter gives us his insights - both personal and business wise - on how a practice can achieve the utmost growth and apply strategic thinking to your marketing. We catch up with Michael Carter, Founder and CEO of Practice Paradox as he shares: Where the idea of the firm's name originated from, his favorite paradoxes in life and how it relates to the Accounting profession How Accounting is about people instead of numbers and to engage your staff The differentiators between the top 5% and the remaining 95% The compliance vs advisory business and how to effectively help your clients Caring about your branding and design as part of strategic marketing How to attract minders and finders vs just just grinders The proper approach to marketing, digital content and the multiple levels of delegation How practices can deliver and scale advisory services quickly and why a lot of practices fail Some quick facts: A speaker in MYOB Partner Connect 2019, Accounting Business Expo 2020, Founder of Spinalsensa, and So-Founder of Business Fitness Has a degree in Industrial Design (Product Design) and an MBA in Entrepreneurship and New Venture Management Profile Michael Carter is the founder and director of Practice Paradox. He loves innovation, creating systems, solving business problems and strategizing. His focus is teaching Accounting firms proper marketing and fruitful communication, helping them bring about a thriving life for their clients. He successfully managed multiple businesses in the past and to him - business is a game with players, rules, strategies and ways to win and ways to lose. And it's a game he enjoys playing! Show Notes The Three Signs of a Miserable Job The 4 Disciplines of Execution Nick Sinclair Business Fitness HowNow The Good, the Bad and the Ugly Paul Meisner From the Trenches podcast John Knight businessDEPOT Growthwise Steph Hinds

Managing a Global firm that is currently active in 5 countries with over 650 clients and growing, Nick reveals the secrets on how to provide an effective leadership while still working closely with your peers and his insights on the reality of the outsourcing industry. We catch up with Nick Sinclair, Founder and CEO of TOA Global as he shares: How to build and maintain culture across borders as an International company and how to inspire and care genuinely for your people Adapting to the different cultures as an international company, building connections and what it takes to attract exceptional employees His experience and process in offshoring and outsourcing globally His route and approach to outsourcing effectively What he would have done differently in his career and business Slow growth vs. Fast growth What his downtime looks like How Covid affected his business and his team from the most affected countries His love for snowboarding and the people he'd love to have a drink with. I often look back and go, "If I did things differently I wouldn't have gotten the result I got. and I wouldn't get the results I'm doing now by doing things differently" Profile Nick Sinclair is an experienced professional advisor, speaker and a leader when it comes to revolutionising the outsourcing industry for accountants. He is a passionate pathfinder who likes making an impact on the people he works with and currently leads about 1800 offshore team members providing services for their clients globally. His goal - to help Accounting firms make a difference! Nick has been nominated for numerous industry and leadership awards throughout the years and has been one of the leading speakers when it comes to accounting outsourcing. He has spoken to thousands of accountants from around the world and aims to do more to help them be better in serving their clients and avoid pitfalls. Some quick facts: Has been featured in Accountants Daily, SmartPayroll, Public Accountant: The Official Journal of The Institute of Public Accountants, IntuitQuickbooks, The Financial Observer and many other digital media outlets. Popular public speaker at the Accounting Business Expo, Xerocon, Accountants Technology Showcase and NAB Breakfast. A member of the Entrepreneurs Organisation Show Notes Richard Branson Jeff Bezos Andrew Van De Beek Contact Info You can find out more about Nick Sinclair and his firm TOA Global from their website: https://theoutsourcedaccountant.com/

From realizing his desire to be an advisor at an early age to successfully running his own accounting and financial planning firm and then working enormous hours to create the sensational growth of TOA Global - a business that emerged from a service he needed himself and scaled it globally to nearly 2000 staff. We catch up with Nick Sinclair, Founder of TOA Global as he shares: His journey with his first Financial Planning and Accounting firm 'Wealthfarm' from Zero to one of the largest planning businesses in Qld at the age of 20. His struggles using an outsourced provider and how he started a business from his own need Realizing need to delegate in order to scale vs control Self Awareness, knowing your limits, having the right people on the bus and being organised with your time. Work/life balance with 2 growing businesses, taking care of his family and the need to take a break from work. Importance of learning from others - reading, coaching and mentoring Inspiring and caring for your people and how he attracts exceptional employees Profile Nick Sinclair is an experienced professional advisor, speaker and a leader when it comes to revolutionising the outsourcing industry for accountants. He is a passionate pathfinder who likes making an impact on the people he works with and currently leads about 1800 offshore team members providing services for their clients globally. His goal - to help Accounting firms make a difference! Nick has been nominated for numerous industry and leadership awards throughout the years and has been one of the leading speakers when it comes to accounting outsourcing. He has spoken to thousands of accountants from around the world and aims to do more to help them be better in serving their clients and avoid pitfalls. Some quick facts: Has been featured in Accountants Daily, SmartPayroll, Public Accountant: The Official Journal of The Institute of Public Accountants, IntuitQuickbooks, The Financial Observer and many other digital media outlets. Popular public speaker at the Accounting Business Expo, Xerocon, Accountants Technology Showcase and NAB Breakfast. A member of the Entrepreneurs Organisation You can find out more about Nick Sinclair and his firm TOA Global from their website: https://theoutsourcedaccountant.com/ To find out more about RecruitmentExpert please go to www.recruitmentexpert.com.au or email Michael Edelstein: michael@recruitmentexpert.com.au

The Accounting Business Expo was conducted as a virtual conference on Monday 16th and Tuesday 17th November, with one of the most talked about features being the large number of presenters commenting on the introduction of “Business Advisory Services” by accountancy firms.  This is great news, especially for those people who have been advocating, for many years, that accountants need to provide a broader range of commercial services to assist small businesses and medium-sized enterprises to grow and add value. Peter Towers presented “Delivering Business Advisory Services To Add Value” to the accountants, business advisors and bookkeepers who participated in the expo. You can access Peter’s Accounting Business Expo presentation....   Read The Full Article Here

Do you or someone you care about struggle with anxiety or depression? Maybe that person is your employee. Or perhaps it's you. In the past, if you were struggling with your mental health at work, you may have had to suffer in silence. But thankfully the conversation around mental health has evolved to include the workplace. In this episode, Tim Hoopmann, a former bookkeeping business owner who has forged a partnership with Beyond Blue, joins Amy to speak about mental health and resilience. Through Tim's volunteer work with Beyond Blue, he's given over 30 talks on the topic of building mentally healthy work cultures. As well as working with Beyond Blue in their development of resources and support specifically for our industry. Key takeaway: "Whether you working solo or with a team, there are things you can do to monitor and improve your mental health. And you're not alone." Shared links: Register to hear Tim Hoopmann speak at the Accounting Business Expo 24-25 March 2020 https://secure.terrapinn.com/V5/step1.aspx?E=10138&p=1&_ga=2.243470213.1623548591.1581905464-1896775626.1581905464 Beyond Blue National 24/7 Helpline If you're struggling with your mental health, or know someone who is, you can call 1300 224 636 to speak to a psychologist or start an online chat conversation. https://www.beyondblue.org.au/get-support/national-help-lines-and-websites Healthy Workplace Resources for Small Business https://www.headsup.org.au/healthy-workplaces/for-small-businesses   See omnystudio.com/listener for privacy information.

Earlier this year, I attended both the Accounting Business Expo in Sydney, Australia and the Omie Summit in São Roque, Brazil. And what I found was that the global accounting industry is so connected, and the challenges that financial professionals are facing tend to be similar around the world. This episode digs into how you can find your path to your full potential by embracing changes in the accounting world, redefining what “CFO Level Services” are, and scrapping the assumption that you are inherently trusted by your clients.  This episode covers a lot of information and cites some sources. If you have questions, please contact us at support@myprofitsee.com and if you're interested in seeing my sources, you can read the article here: https://academy.myprofitsee.com/path-to-your-full-potential

Growing services revenue is imperative for today’s accounting firms, but it is not an easy change to make. The core of advisory is the ability to have proactive conversations with your clients and to help them understand fiscal management. On this episode of Building Your Multi-Million Dollar Practice, we listen to ProfitSee’s Director of Australian Operations, James Tobin, discuss how to create more value when you can’t create more time. This session was originally presented at the Accounting Business Expo in Sydney. Learn more at www.myprofitsee.com  

This week, David is coming straight to you from Accounting Business Expo. He's joined by the biggest and brightest leaders propelling our industry forward for an epic panel discussion. We are joined by: Andrew Van De Beek - 2018 Thought Leader of the Year Lielette Calleja - 2017 Au Firm of the Future Winner and AAT Director Heather Smith - Literally wrote the book on Xero, Cloud App master mentor and cloud newsletter author Steph Hinds - One of the first 100% cloud accountants who rivals Paul Meissner for strait talking  Ron Lesh - The founder of BGL, the tech company who has survived more change than most (and shares amazing insight as an exhibitor at ABE)  And a special cameo appearance by Sam Rotberg - a recent social media superstar (listen to find out more) NOTE: Paul couldn't get to Accounting Business Expo but don't worry, he comes up often in this episode!   About Us From the Trenches is brought to you by Paul Meissner from Freedom Mentoring and David Boyar from Sequel CFO. Proudly sponsored by BGL. 

Join Dan and Tim this week as we have a chat to Matt Bunston from Hubdoc! We chat to Matt about automating your bookkeeping, the latest at Hubdoc and what he will be doing at the Accounting Business Expo!

In this episode, I talk to Tim Hoopmann from Spinn Business Solutions and Joseph Robins from GoCardless about the upcoming Accounting Business Expo, in Sydney March 20 & 21st at the International Convention Centre. We discuss how to get the most out of attending the conference What we shall be talking about in our panel session “How to Pick the Best Apps to Drive Your Business Advisory Service” Spurred on by Joseph’s past life we also shared our favourite cult movies – what’s yours? Sessions Tim Hoopmann shall be speaking at How to Pick The Best Apps To Drive Your Business Advisory Service - Wednesday, 14.40 pm With Joseph Robins, Tim Hoopmann, Bryan Williams, and Heather Smith Automate To Survive And Handle More Customers, More Easily - Thursday, 10.05 am How to Create a Mentally Healthy Business - Thursday, 11.15 am Create The Perfect Daily Schedule For A Bookkeeping Firm - Thursday, 12.25 pm Tim Hoopmann Biography Experienced founder with a demonstrated history growing small business. Strong entrepreneurship and professionally skilled in Business Planning, Cloud Technology, Sales, Marketing, Retail, and Operations Management. A passion for helping small business use technology as a key enabler to increase productivity and decrease costs. Joseph Robins Biography Joe has been with fintech rising star GoCardless since its early days and now leads their latest expansion into the Australian and New Zealand markets. Joe brings extensive knowledge of the payments landscape to his work with accountancy firms, helping them improve and grow the ways they collect recurring revenue. Sessions Heather Smith shall be speaking at Tips, Tools and Techniques for Management Accounting In a Digital World - Weds, 13.30 pm Community, Social Media And Finding Your Tribe  - Wednesday, 13.30 pm I encourage you to sign up to my newsletter, by visiting HeatherSmithSmallBusiness.com/newsletter.

Best on Ground Head down to Accounting Business Expo to see David MCing the Business and Finance Theatre - Wednesday March 20 2019, ICC, Sydney - And if you are an FTT listener heading down, check out David's interview with ATO Assistant Commissioner of SMSF’s Dana Fleming and if you let us know beforehand, David will give you a shout out on stage! https://www.accountingbusiness.com.au/ Following last week's videos to promote better business, Deloitte are producing a topic featuring their own female leaders to promote women entering the STEM areas (Science, Technology, Engineering Maths): https://www2.deloitte.com/us/en/pages/about-deloitte/articles/press-releases/deloitte-ellaengineer-comic-book-collab-stem.html?id=us:2sm:3tw:4ellapr::6cons:20190226161100:&utm_source=tw&utm_campaign=ellapr&utm_content=cons&utm_medium=social&linkId=64080881 Earn Qantas points when you pay your accounting fees with Deloitte: https://www2.deloitte.com/au/en/pages/deloitte-private/articles/qantas-business-rewards.html You never have all the right information to tell the full story: https://www.linkedin.com/feed/update/urn:li:activity:6507513599555096576 It’s ok to have a ‘’work voice’’ says David as Elizabeth Holmes is busted for changing her voice to a baritone for business purposes: https://www.news.com.au/finance/work/leaders/theranos-founder-elizabeth-holmes-desperate-deceptions/news-story/c27d04362607d5a66f3fe2b61debe49a The Gamification of Tax Compliance! https://www.economist.com/finance-and-economics/2019/03/02/governments-use-receipt-lotteries-to-boost-tax-compliance Worst on Ground ATO has put its hand up and enforced the super amnesty despite its botched process into legislation:https://www.theage.com.au/business/workplace/ato-set-to-waive-unpaid-superannuation-penalties-in-wake-of-botched-amnesty-20190305-p511yn.html Despite Paul’s initial claim, it turns out accountants can learn from tech startups: https://www.accountingtoday.com/opinion/5-lessons-accountants-can-learn-from-tech-startups Korda Mentha Acquire Learning was solvent, despite Acquire paying Korda’s bill late: https://www.theage.com.au/business/the-economy/boom-1-million-for-the-boys-acquire-eyed-success-ahead-of-fall-20190306-p5128m.html The law doesn't care about your buzzwords. Aldi replaced “Employer” with “Leader”: https://www.afr.com/news/policy/industrial-relations/aldi-enterprise-agreements-torpedoed-over-a-one-word-change-20190301-h1bvck?&utm_source=facebook&utm_medium=social&utm_campaign=nc&eid=socialn:fac-14omn0053-optim-nnn:nonpaid-25/06/2014-social_traffic-all-organicpost-nnn-afr-o&campaign_code=nocode&promote_channel=social_facebook   Indepth: ATO Scandal Part 3 Following the ATO’s scandal last year a parliamentary committee has made 37 recommendations for changes into the ATO handling of disputes. See linked episodes: ATO Scandal: Part 1 ATO Scandal: Part 2 The recommendations have some good and some bad, so in true FTT style, David and Paul try to work out which ones will work and which won't. Check our our interview with Debt Commissioner Robert Ravanello here. You can check the full list of recommendations here. https://www.aph.gov.au/Parliamentary_Business/Committees/House/Tax_and_Revenue/2016-17AnnualReport/Report/section?id=committees/reportrep/024240/26793&_lrsc=396f93d4-9f23-423f-8f1e-61c0bcc004de&trk=elevate_li

Tim goes it alone (and surprisingly enjoys it)in the third episode of our series interviewing a hand picked group of exciting guests from the upcoming Accounting Business Expo. This week Rob Cameron from FYI Docs replaced Dan as the co-host of the show! Rob is pioneering an exciting new software in the accounting industry. And this isn't the first time he has created a valuable software from scratch, having already successfully grown and sold two other accounting software ventures.