All Aussie Accounting Adventures - Tech Edition

• Ditch the Chaos: How to Nail Client Onboarding Like a Pro

  Client relationships start long before the first deliverable—and your onboarding process sets the tone. In this episode, Amy and Jack get real about what it takes to create a streamlined, scalable onboarding experience that builds trust from day one.They break down the core components of an effective onboarding system—think clear processes, the right tools, and a team that knows exactly what to do. From proposals and welcome emails to internal workflows and client-facing systems, this conversation covers the practical steps that make a big difference.You’ll also get a behind-the-scenes look at the tech stack that powers the process, including tools like Seamless, Content Snare and Ignition, and honest thoughts on what’s worth automating—and what still needs a personal touch.Whether you’re onboarding five clients or fifty, this episode is packed with strategies to help you deliver a professional, consistent experience every time so get on board the tech accounting adventure and take a listen.AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSPractice Protect | Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform.FOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | [email protected] US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

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• CRM Strategies for Accountants

  🎧 CRM or C-R-Meh? Let’s Talk About It.Customer Relationship Management systems: the name alone sounds like something you'd buy at a corporate garage sale. And for accountants? Confusion often comes free with purchase. Should your practice dive into one? Will it actually help—or just become another fancy dashboard you never open?Fear not as Amy and AJack are on the case! In this episode, they untangle the CRM knot with the precision of a reconciled bank statement (yes, pun fully intended).Here’s the kicker: Unlike most businesses chasing leads like it’s a Black Friday sale, accounting firms often grow through good ol' fashioned referrals. That means CRMs built for cold outreach and hyper-funnel nonsense might not fit quite right. Before you start signing up for trials like it’s your hobby, ask yourself this: Are you really looking to grow beyond your referral base—or just romanticising automation?From HubSpot’s mighty free tier to some niche tools that speak accountant-fluent, Amy and Jack walk through your options. But wait—there’s more (and it’s not a subscription upsell). They also dive into the human side of CRM use. Because let’s face it: if you’re still the one doing everything yourself, no system is gonna save you from CRM chaos.It all comes down to this: are you an accountant who owns a business... or a business owner who runs an accounting practice? That mindset shift can make or break your CRM journey.Whether you're CRM-curious or just trying to figure out what those three letters even stand for, this episode is your practical, slightly sassy guide to smarter client management.AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSXBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstarsFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | [email protected] US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

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• Let's talk AI in Accounting

  A lot has changed since Amy and Jack first dove into the world of AI, and let’s just say—we’re now deep seeking some seriously powerful tools (get it?). From streamlining client onboarding to upgrading your social media game, AI isn’t just a flashy gadget; it’s becoming the ultimate sidekick for accountants.In this episode, Amy and Jack break down: ⚡ The must-have AI tools for your tech stack (because not all heroes wear capes, but they do use automation) 🤖 How AI can actually make onboarding smoother—no more chasing docs like a mad tax-season gremlin 🚀 The best AI-powered apps for accounting (because moving slow is so last season) 📱 AI + social media = content wizardry (or at least fewer “what should I post?” meltdowns)If Tony Stark were an accountant, he’d be all over this—so suit up, hit play, and let’s talk AI! 🎧🔥AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSIgnition | Spending days engaging clients? Chasing late payments? Dealing with scope creep? We get it. Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payments and workflows in a single platformFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | [email protected] US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

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• Boosting Productivity with Top Non-Accounting Apps

  Who says productivity hacks are just for accountants? This week, Amy and Jack are breaking free from accounting and diving into the world of non-accounting apps that can seriously level up your life! Ever felt trapped in Microsoft’s one-app-to-rule-them-all vibe?  They’re here to show you why mixing it up with a diverse app arsenal is the key to staying adaptable, organised, and stress-free—both at work and in life.Discover hidden gems designed to simplify, streamline, and supercharge your workflow. Whether it’s collecting client info, hosting killer webinars, or taming your calendar chaos, Amy and Jack have the lowdown.So grab your headphones and join the adventure—it’s time to ditch the stress and find your new favourite life-simplifying app! AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSXBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstarsContent Snare | Organised content and document collection without the back and forth. Stop getting lost in emails, messy hacked-together systems and confusing shared docs. Content Snare is like a checklist for your clients with automatic remindersFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | [email protected] US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

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• Tech Stacks for Bookkeepers vs Accountants

  In this episode, Amy and Ajack are diving into the wonderful world of bookkeepers and their tech stacks. Spoiler alert: their needs are as unique as the passwords you’re probably still storing in Notepad (tsk tsk). While accountants are busy wrangling compliance and security, bookkeepers are out here vibing with flexible tools like Trello, Asana, and ClickUp – free from the clutches of tax return chaos. Who’s living the dream now?But it’s not just about picking shiny apps. We’re spilling the beans on why small biz and bookkeeping teams thrive on simpler setups, while bigger firms need integration galore. From AI apps like Xbert that crush error-checking, to the transformative power of CRM-friendly proposal software, we’ve got the lowdown. Tune in to learn how these tools don’t just save time but actually make you look like the superhero of your client’s financials. Let’s face it, even Batman would envy your tech stack after this!So grab your favourite mug, put on your innovation goggles, and join us as we untangle the tech jungle. Whether you’re a seasoned pro or just stepping into the cloud, Amy and Jack have the insights to help you stay efficient, compliant, and ahead of the game. Listen now and don’t miss the adventure!.AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORSPlanet Consulting | We work with firm owners and managers who want to run better businesses and achieve their version of success. We have the experience and knowledge to help you get clear on what that success looks like for you and support and guide you on the journey to achieve it. XBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstarsFOLLOW US www.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | [email protected] US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!Illumin8 | Purpose-led cloud-driven accounting humansClarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting MUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Insta...

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