Podcasts about bas agent

Nicola, with 26 years in business management and bookkeeping, assists business owners to save time and grow their businesses. Nicola holds a Diploma in Office Management, she is a registered BAS Agent, an Everything Disc Practitioner and holds a Certificate in Organisation and Executive Coaching.  Nicola's journey includes diverse roles in small business operations to now having her own small business. Her book shares hands-on insights, learned from real challenges, offering down-to-earth advice for both new and seasoned business owners. Nicola's candid storytelling, including her own mistakes, makes it a relatable guide for business success People should buy Nicola's book because: • Real-World Wisdom: Gain insights from Nicola's diverse skill set from 26 years in business management, bookkeeping, workplace cultural programs, project management, coaching, and more, offering practical advice derived from hands-on experiences. • Actionable Guidance: The book offers down-to-earth and straightforward advice, making it a practical roadmap for both seasoned business owners and those in the early stages of their journey. • Relatable and Authentic: Nicola's candid storytelling and relatable experiences create a connection with readers, making the book an engaging and authentic guide. • Learn from Mistakes: Nicola shares her own triumphs and a standout mistake, providing valuable lessons to help readers avoid common pitfalls in their journey. • Shortcut to Success: Gain a shortcut to success by learning from the experiences of Nicola's clients and vendors, who share their own accounts of mistakes, challenges, lessons, and motivations. Grab this book for a down-to-earth guide that feels like chatting with a friend over coffee.  You can gain practical wisdom, avoid common pitfalls, and get real life advice from other business owners who have navigated the ups and downs of the business world.   Discount code to be used on website to receive 20% off. SLEEP20 Link to buy the eBook and Paperback https://precious-time.com.au/product/rise-above-paperback/ https://precious-time.com.au/product/rise-above-ebook/ Contact me at iandunican@sleep4performance.com.au or www.sleep4performance.com.au       

When you enter the business world with a strong passion for a product or service you want to put out there, you obviously want to make money.Well, that should be at least one of your driving forces!But there are often many little financial things that you don't know you need to know.Like when you should register for GST and what type of resources and grants are out there to support you.And the difference between a bookkeeper, BAS agent, and tax accountant.Today, I'm chatting with Joanne Brooker from Pengwen Bookkeeping about some of this key financial information. And I promise it's all explained in a very easy-to-understand way!Let's jump into the episode.Show Notes: https://www.writetimemarketing.com.au/joanne-brooker-the-financial-info-they-dont-tell-you-when-starting-growing-a-business/BOOK A FREE 15 MIN CHAT WITH LEANNEhttps://calendly.com/leanneshelton/15-minute-free-chat

“So, a really simple one would be where you're looking at your expenditure. And you might be able to kind of say, you know what, we're using that software and that software and that software, but if we consolidate it and use this tool over here, we could save nearly $4,000 a year. So that might be something really simple” “I call it a seven minute meeting each day, and then a weekly meeting where you look retro, like look back and then a weekly meeting where you look ahead which is in the mind, we have a sheet that we call better every week and you can just get everybody to be thinking about how they could have improved things so that you can then because those standard operating procedures are always fluid you know they need to be updated and new and improved but it's not that hard.”   TIME STAMP SUMMARY01:27 Paying attention to your expenditure 09:06 Obligations in planning 11:39 Five areas in numbers16: 15 Seven-minute meeting, getting a team rhythm 21:00 Seeing the bigger picture  Where to find Jeanie Doherty? https://www.cloud9strategic.com.au/  Who is Jeanie Doherty? Jeannie Doherty is a registered BAS Agent, Business Operations Specialist, Certified Trainer, Coach and Mentor. Jeannie is registered with the Australian Tax Practitioners Board and has been recognised by Women in Finance Australia as a Bookkeeper of the year Finalist. Jeannie's unique upbringing was steeped in a culture of entrepreneurial success. From 16 years of age, she began to learn about business from the ground up. Until eventually, in her 20's & 30's, she helped her parents scale their last business from a 10 million to a 100-million-dollar revenue earner.​Jeannie's niche is “working dads”, primarily trades and services and because of this, she's passionate about the impact her work can have on families. Helping families thrive is what gets her out of bed in the morning. Personally, Jeannie is a proud mum, passionate Latin dancer & advocate for putting your health first.    

Join us today for another exciting new episode of The Bookkeepers' Voice, as we are thrilled to be accompanied by podcast guest Malisa Clarence who is the Director of MBooks. Malisa is also a member of the Institute of Certified Bookkeepers (ICB), a registered BAS Agent and Xero Certified Consultant. Malisa will be sharing her bookkeeping journey with us, including how she went from solopreneur to business owner, how she manages to juggle a busy family life whilst supporting her husband who is also an entrepreneur and how she runs her successful bookkeeping business. Key Takeaway: "By getting your bookkeeping systems optimised you will be able to transition from solopreneur to business owner giving you more time to focus on what matters to you." Useful Links:  LinkedIn: https://www.linkedin.com/in/malisa-clarence FB Page: facebook.com/mbooks.com.au Instagram Page: https://www.instagram.com/mbooksbas/ Website: mbooks.com.au   See omnystudio.com/listener for privacy information.

Alexi Boyd, BAS agent and presenter of Small Biz Matters, sits down with Chief Digital Officer John Dardo to discuss myGovID and Relationship Authorisation Manager (RAM). They chat about why AUSkey is being replaced, how to start using myGovID and RAM and the benefits they bring. Find more information at ato.gov.au/mygovid

In this episode, you'll find out whether or not you're working with a professional Accountant or Bookkeeper. This should matter to you as both a business owner and an individual taxpayer - because the risks of working with a non-professional could end up costing you and your business significant time and money, not to mention stress!We talk about:What a profession actually isThe professional bodies to which your accountant or bookkeeper should belongThe difference between a Tax Agent and a BAS Agent What a BAS Agent is licensed to doWhat a Tax Agent is licensed to doWhat is required of a professional to become a registered tax practitionerThe 3 Key Questions you should ask your accountant or bookkeeper The risks of not working with a registered tax practitioner You can learn more about the show hosts, Corinne Cole and Sheryl Cole at platinumaccounting.com.authenumberninjas.com.au

Small Biz Matters – a half hour program each week where you can work ON your business rather than IN it.with Alexi Boyd, broadcaster, advocate and small business owner.Date: 12 November 2019 As a small business owner we all wear many hats but there’s one hat out there, for lots of small businesses, that REALLY doesn’t fit. And that’s the bookkeeping hat. So with the evolution of cloud accounting, AI and better data entry automation do I really need a bookkeeper? Well, last time I checked the compliance side of running a small business in Australia isn’t going away. In fact, with GST, STP, Super Regulation and Fair work mandatories, I don’t think the red tape beast is dying anytime soon. Plus do you really know HOW to get the most out of all that efficient software or should you really have some help along the way? So who’s the best advisor to wear this compliance, data entry, regulation hat on behalf? A qualified BAS agent, that’s who. Here to tell us why is Matthew Addison, the Executive Chairman & Director, Institute of Certified Bookkeepers who has for many years been the champion of the industry and the small business champion too. Let’s find out how… Welcome to the show Matthew. Topics we’ll be covering: How has the emergence of technology affected small business’ record keeping, requirements and the way you comply with tax law when running a business Tell us about the role of the bookkeeper and the bookkeeping community and how it has evolved over time? Payroll Super compliance Bookkeeping GST Does a good bookkeeper offer an advisory service as well as bookkeeping? Why is it so important for any organisation to join a professional network and association? What sort of advice and service does a good professional org offer any small business? What does ICB do to represent BAS Agents, bookkeepers and to life the standard of bookkeeping in Australia? Representing to government, regulators, policy makers, Tax Practitioners Board Constantly assessing the members Advocacy, consultation and collaborating role of ICB Why is a good bookkeeper in the perfect position to understand the be a great advisor for every small business? What do you see for the future of the BAS Agent and Bookkeeping industry? To find out more go to their website: https://www.icb.org.au/About/Welcome

Small Biz Matters – a half hour program each week where you can work ON your business rather than IN it.with Alexi Boyd from Boyd Office Management ServicesDate: 16 July 2019 Do you want to do it cheap or do you want to do it right? In discussion with an expert bookkeeper Michele Grisdale A question bookkeepers get asked all the time: what is it going to cost to get it right? And that is the crux of it. It DOES take time, money, expertise and sometimes a whole lot of patience to support small biz as they navigate (or rather trip) their way through the maze that is small business compliance. Take Single Touch Payroll for instance (and if you just asked what that was you need to change jobs). It is a big change for the 2.2million small businesses and is just one example of compliance which you need to know about. So the solution is make sure you have got the right expert to help you. How do you find them? What or who do you need to avoid? And what should and should you NOT expect them to do for you? Michele Grisdale is a BAS Agent with clients in all sectors of small business, a speaker and proud advocate for bookkeepers. Let’s chat about the big change that is Single Touch Payroll and what your employees need to know. What’s changed and what’s the right/mandatory thing to do? Group certificates or payment summaries and now called income statements Payslips must be issued each payrun on the day Allowances, super, PAYGW need to be clearly shown on payslips Don’t forget all the minimum awards all went up on 1Jul19 How to search on PACT What if I’m a husband & wife business owner. Now needs to be quarterly and you need to apply for a concession to report quarterly as a minimum? ATO says not a long term solution Only an agent or business owner can lodge it Just because it’s the way you’ve always done it, doesn’t mean its right. Why a good bookkeeper is so important for your business? Would you hire an untrained mechanic? Ask about their experience, their qualifications. As you licenced? Read their emails… Business owners, contractors, admin support people are being pressured into doing payroll. They are untrained, and the biggest risk is the business owner because unless you authorise someone else in writing to lodge for you CPE constantly. It takes us hours each week to keep up with this. How are you, the business owner going to understand all that’s required? Bookkeepers can: Follow systems designed by others Process Reconcile & produce results but not if client is relying on them to make financial decisions Raise questions but not answer them Can NOT submit payroll, STP reporting, super, TPAR, BAS, ATO, Tax Decs, arrange payment plans. THAT is a BAS Agent You have an admin support > Bookkeeper > BAS Agent > Tax Agent So why are we having this chat and Michele why are you so passionate about this issue in small business? What is a bad or unqualified bookkeeper costing you and your business? Time, money, relationships More importantly what is NO bookkeeper costing you Your relationships With allowances, super, PAYGW being reported to the ATO each payrun now in your experience as a bookkeeper what do you think the ATO will be looking for with STP? The main thing is matching super liabilities with what the Correct entitlements data matching with industry benchmarks

Small Biz Matters – a half hour program each week where you can work ON your business rather than IN it.with Alexi Boyd from Boyd Office Management ServicesDate: 4 June 2019 The end of financial year is looming for small business. But it doesn't have to be a burden for you and your workload. There are relatively simple checklists to follow from the ATO, great videos & videos in the small business newsroom and of course, support on hand from your trusted BAS Agent and Accountant. But what about if you’ve not been great with staying up to date, and are a little bit lost with what’s required at this time of year? If you keep good records and your accounts are up to date then the end of financial year shouldn’t be stressful. On the other hand if you find yourself behind with these aspects of your business the ATO is actually there to help too. Today we welcome to Small Biz Matters Justine Williams, the Acting Assistant Commissioner for Small Business with the ATO to chat about what you need to have in place to take the stress away from completing your own end of financial year checklist. Welcome to the show Justine.   Topics we’ll be covering: What does the ATO require from small business in terms of evidence (paperwork), receipts, payment summaries etc Soft copies vs hard copies What happens if I don’t have an online software system?   Is a bank statement enough (apparently this is a big conversation among agents) –   Records that you keep need to have enough information to support the amounts that you need to report and claim. A bank or credit card statement won’t always provide as much detail as is needed to claim an expense, so keep all the tax invoices or receipts associated with it. A statement can be supporting evidence but it’s usually not descriptive enough on its own, and isn’t enough for GST purposes.  What does the term "self assessment" mean with regards to the relationship between ATO and a business? Why is this a requirement for small business? How much trouble can I get in, if I self assess incorrectly? How have things changed in recent years (no longer producing documentation with tax affairs, accountants can access a lot of this without the client having to search for it - prefilling, STP) What can my accountant access and with this data and why do I need to keep records if my accountant and the ATO can see everything? Good record keeping for being up Benchmarks - you need data to compare to others in your industry Succession planning needs data Mental health & good habits STP -  why the change to reporting of payroll to the ATO? How will it actually make my life easier each EOFY? What are the important deadlines around EOFY which small businesses need to be aware of Payment summaries to employees & ATO (this won’t happen next year!) June BAS deadline TPAR - the growing list, the success How working with a BAS agent and is helpful with these deadlines Discussion on mental health & how the ATO has evolved its policies on this "I'm very behind in my tax and fearful of what the ATO will do. How can I handle this?" Get on the front foot! New approach & training from staff when answering queries on the front line Working with beyond blue’s support network What sort of evidence do I need to prove I need help Mental health – what evidence do you need when you speak to us –   Everyone and every situation is different, which is why it’s best to call us early, tell us your situation. Then we can work with you to work out the best option for you and what you need to show to us. We may be able to help you organise payment plan, defer a lodgment or payment, or fast track your tax return.   To find out more go to the ATO website: https://www.ato.gov.au/Media-centre/Media-releases/Tax-time-tips-for-small-business/ Subscribe to the Small Business Newsroom newsletter   BIO Justine Williams, Acting Assistant Commissioner – Australian Taxation Office. Justine currently leads the ATO’s Small Business Client Experience stream. Justine’s role involves working closely with small business people and their advocates, industry groups and other government agencies to co-design services that help small businesses manage their tax and superannuation obligations. Justine’s role is diverse and sees her engaging regularly with the Australian Small Business and Family Enterprise Ombudsman, Department of Jobs and Small Business and the state Small Business Commissioners. She leads teams responsible for delivering on-line services for small business, the Cash-flow Coaching Kit and the Small Business Newsroom. After beginning her career in the banking industry, Justine commenced in the ATO in 2000. Since then she has held senior roles spanning prosecutions, risk management, strategy development, IT project management and client service. Justine is passionate about delivering client-focused solutions and people-centred change management.

Tax Wrap speaks to the ATO’s Deputy Commissioner, Intermediaries, Andrew Watson, who has responsibility for the transition from the Tax Agent and BAS Agent portals to the ATO's new Online services for agents platform.

Do you have a side hustle that you want to take to the next step but have no idea where to begin?  Fear no more!  All the legalities and money can seem overwhelming at first, but when you break it down, it is all quite simple.  After listening to this podcast, I promise you will be ready to take action and start putting those dreams into reality. Aimee Russo is a registered BAS Agent and Bookkeeper and is passionate about taking the stress of money out of your life and creating systems that make the whole process of bookkeeping simple. In this episode we discuss: What you legally need to start your own business How to deal with the overwhelm when you are first starting What programs are best for doing your bookkeeping at home And so much more! If you would like to know more about Aimee and how she could possibly help you on your business and finance journey, head over to https://www.businesslane.com.au/ You can also follow her on Instagram on https://www.instagram.com/businesslaneau/   Ways to reach me: Instagram https://www.instagram.com/therealherproject/ Youtube https://www.youtube.com/channel/UCXyaSvK0IIz1-egve7NSW3A?view_as=subscriber   For business enquiries please contact therealherproject@gmail.com   Music: Jupe - Hurry (2.0) | Majestic Color https://www.youtube.com/watch?v=yfRFr4cIgK8&list=PLGznEl712WekDoVkJ7KHElMXpbltvjXYJ&index=3

Small Biz Matters – a half hour program each week where you can work ON your business rather than IN it.with Alexi Boyd from Boyd Office Management ServicesDate: 26 June 2018 Ah, the end of Financial Year (otherwise known as EOFY by retailers trying to be original each and every year) can seem daunting and a little bit scary for businesses. There are accounts to reconcile, payroll and super to check and pay and of course the June BAS ever present in our bookkeeping part of our lives. But it DOESN’T have to be that difficult…. Joining us today is Michele Grisdale, a BAS Agent and Bookkeeper from Rainforest Bookkeeping; whose philosophy is “We Give You Time Back to Enjoy Life”. The is a real ambassador for the profession; believing in the importance of compliance and accuracy but balancing it with making the software we implement in our businesses actually doing the heavy lifting. Welcome to the show Michele. Topics we’ll be covering: Sole Traders and Small Businesses are critical to the growth and development of this country The problem they do their TAFE or education require for their skills but no one tells them how to run a business.  TAFE has finally started to realise this an is now offering fully-subsidised Skills for Business Training. https://www.tafensw.edu.au/skillsforbusiness This is a step in the right direction and you need to be educated about how to run your business BUT it is still keeping all of the business stress reliant on you and your partner.   Why it is much more expensive to try to do everything yourselves?  If you are trying to do everything yourself or relying on a partner, how much unnecessary stress is it adding to your life how much are you losing trying to do everything yourself?  3 hours per week doing paperwork - how much could you be earning during that? how much are your relationships suffering - is it worth it? Time for data entry, filing, storage - then finding the paperwork for the accountant at tax time. Why using cloud systems and less paper saves us all time, money and real estate End of year success means starting the year off right Choose a Cloud-based solution and remember its not always about which one is initially cheaper Find a way to reduce data entry Do you want to grow or just find better processes to free up your time? Look at whether you need an employee or if its better to use subcontractors Do you have a pro-active accountant? To find out more go to their website: www.rainforestbookkeeping.com.au Rainforest Bookkeeping was founded because we found so many small businesses and sole traders had no time to themselves. When cloud technology came along, we had time to offer more services and better advice because we had real time data. No longer were we spending 3-4 hours a day on data entry for each client - YAY! We can show you how to eliminate data entry and paper in your business. We can show you how to get your time back and stop discussing business all the time. We can show you how to automate many processes and eliminate double handling of every piece of paper. We can show you how to have everything ready for your accountant all of the time and eliminate the end of quarter/year stress. And if you want a little about me: Originally from Virginia Beach, Virginia USA, Michele Grisdale arrived in Sydney in 1995 (22 years ago) and loved it so much she never left. Her original background was in Marketing for an international television broadcast equipment manufacturer designing brochures, logos and trade show exhibitions.  She was transferred to Sydney to get ready for the 2000 Olympics as the company had a large contract with NBC US. In Australia she has worked in with manufacturing, import/export, logistics, food safety, e-commerce and the building industry. She and her husband also own a hair salon on Sydney Northern Beaches so her experience with service businesses and apprentices is extensive.   Rainforest Bookkeeping's clients are small business and sole traders with Trades as a speciality. Their clients include plumbers, electricians, carpenters, shop fitters, builders, glaziers, window tinting, handyman services, Architects/Drafting, Financial Planners, Announcers, Hairdressers, Beauty Salons, Personal Trainers, Psychology Services, IT Services, Butchers, Liquor Shops, Property Maintenance & Cleaning, Property Investment; Wholesalers; Sports Professionals Rainforest Bookkeeping is 100% Xero and 100% ReceiptBank.   App Partnerships: Xero Receipt Bank ServiceM8 Timely ExpenseCheck and many more Michele has four adult children all living in Sydney and two 1-year old kelpies.  Oh, and she still only works 4-5 days per week. Work and life balance is crucial.

Tanja Turner Tanja Turner is a Digital Consultant and podcaster who supports individuals and small businesses in using Technology. She is co-host of the Aussie Bloggers Podcast and hosts her own radio show once a week at Coach on Fire Radio Network. Amanda Hoffmann After years of bookkeeping for her husband and his mates, Amanda made her big step in 2008 when she opened her own bookkeeping business. Amanda Hoffmann studied finance and completed her Cert IV in Bookkeeping and registered as a BAS Agent. She is more than a bookkeeper, her passion is real estate investing, social media and blogging. She loves to teach and that is why Amanda can set you up in Xero, QBO or Myob Essentials and show you how to complete your own day to day bookkeeping. In this episode we talk about: Highlights of Tanja and Amanda podcasting journey Starting point of Tanja and Amanda Their thoughts of doing a podcast together What they have learned from podcasting

Welcome to another episode of the 5 Minute Biz Builder Series. It's like 5 minute abs, but for your business and in each episode I'll be sharing quick fire tips from myself and my amazing guests to help you build a business you love (that loves you back) without going broke or burning out in the process. Today I'm talking with qualified Chartered Accountant, registered BAS Agent and self-confessed numbers nerd, Stacey Price from Healthy Business Finances. Stacey is sharing practical tips to help you love your money and manage it with ease. To connect with today's guest or learn more about the Master Your Money Challenge, visit www.sarahjensen.com.au/podcast-28. Have an amazing day and keep goal getting, goal rocker.