All Aussie Accounting Adventures - Tech Edition

A new chapter kicks off in the Tech Edition of All Aussie Accounting Adventures as Amy welcomes Will to the co host hot seat. And yes, we get straight into the juicy bits, because what’s an accounting podcast without a little talk about risk, reward, and leaving a comfy Big Tech job to start your own firm?
Will shares the winding path from Sydney cadet accountant to becoming Xero’s very first Australian finance hire and got a front row seat to how fast tech companies really move. Along the way he picked up a few lessons about how accounting works differently across the world and why the humble bookkeeping and tax workflow still runs the show.
Eventually the corporate life lost its shine and Will made the leap many accountants dream about but quietly avoid. He opened his own lean, client first practice built on trust, clear pricing and the brave art of saying “no thanks” to the wrong clients. We chat about why accountants love to undercharge, why winning about 40 percent of proposals is actually a healthy sign, and how doing great work for one trade can spark a referral chain that keeps the phone ringing.
Of course, this is the Tech Edition, so we also lift the bonnet on the tools. No shiny object syndrome here. Will shares his tech stack, with trusty spreadsheets still doing a fair bit of the heavy lifting. It’s scrappy, practical and very real.
If you’re dreaming about starting a practice, rethinking your pricing, or building a firm that works for your life instead of running it, this episode is packed with stories, lessons and a few laughs along the way.
So grab your headphones, accountant adventurer. The journey just got a new co pilot.
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Account Kit | Bringing compliance tools, workflow and document management all-in-one place. Reduce clicks and stop context switching between all your apps. Discover the power of AccountKit.
Tax Fitness | Tax planning and top 20% benchmarking software for accounting practices. Turn compliance meetings into paid advisory.
Spotlight Reporting | Reporting, Forecasting, Consolidation & ESG, all in one place. It is visually engaging in-depth analysis, perfect for accounting firms to deliver advisory services and businesses to improve their decision making.
FOLLOW US
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CHECK US OUT
ALL 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 humans
Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.
Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle.
MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
Da...

Breaking up with a client shouldn’t feel like jumping out of a plane with no parachute, but let’s be real, sometimes it totally does. In this episode, Amy and Jack get into the gloriously messy business of saying “thanks, but no thanks” to clients who drain your team, margins, and will to live.
We unpack the emotional hurdles (hi, guilt and cashflow panic), the sneaky red flags you’ve probably been ignoring (late emails, late payments, and way too many “quick questions”), and the legit steps to offboard like the polished pro you are with the a sprinkle of tech thrown in, as always. Whether it’s setting firmer boundaries, scoring clients like you score staff, or finally sending that “we’re not the right fit” email, we’ve got you.
You’ll learn how to:
Spot energy-zapping red flags early
Use client KPIs (yes, that’s a thing) to assess fit
Price for friction, or show them the door, gently
Handle offboarding like a boss (ethical letters, docs, ledgers, oh my)
Deal with churn, silent exits, and awkward online reviews with grace and grit
So if you’re ready to protect your peace and kick that chaos to the curb hit play and join us on the next tech adventure. 
And ... for some big poddie news, you have to listen to the end of the episode, I'm not crying ... you are!
AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS
Practice Protect | Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform.
XBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstars
Planet 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.
FOLLOW US
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
Accounting Adventures | Facebook
Accounting Adventures | LinkedIn
Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X
[email protected]

CHECK US OUT
ALL 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 humans
Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.
Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle.
MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
Da...

Is your month-end more “mayhem” than “method”? Because Amy and Jack are back and this time they are turning the dreaded monthly close into your firm’s most valuable hour (no, seriously).
We unpack what a modern month-end actually looks like (spoiler: less chaos, more calm), how to build a service clients rave about, and the secret sauce to transforming accuracy into real advantage. From spotting when a client’s ready for monthly magic to knowing when they’ve outgrown outsourcing, we’ve got the cues, the scopes, and the sanity-saving handovers covered.
Tech-wise? Oh, we go there. Think:
Spend management that shuts down noise faster than a CFO in a boardroom.
Payroll and HR tools that grow with your clients, even when they start hiring in Timbuktu.
Reporting that goes beyond “meh” dashboards to chef’s kiss board packs.
Forecasting that doesn’t make you want to cry.
And automation that makes prepayments and intercompany less “WTF” and more “handled.”
We even talk workflows, BI, e‑com, inventory, and exactly when to pitch that fractional CFO magic without sounding like you're making it up as you go.
So if you’re tired of chasing apps like a toddler at a tech expo, or just want to run a smoother month-end without losing your marbles, this one's for you.
🎧 Hit follow, share with your favourite accounting sidekick, and drop us a review so more legends can turn month-end from a migraine into a money move.
AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS
Practice Protect | Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform.
Planet 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.
FOLLOW US
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
Accounting Adventures | Facebook
Accounting Adventures | LinkedIn
Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X
[email protected]

CHECK US OUT
ALL 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 humans
Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.
Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle.
MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
Da...

In this tech episode, Amy and Jack ask the big, messy question: Has tech become the frenemy of the modern firm?
We’ve all been there, download now, regret later. You start with one shiny app to fix your workflow… then another to “streamline” things… and suddenly you’re knee-deep in subscriptions, paying $49.99/month to maybe use 10% of what it can do. It's like buying a gym membership for one yoga class and a free water bottle.
Amy and Jack flip the tech-loving script and go full-on devil’s advocate, poking at the paradox: Are we solving problems or just subscribing to them?
Inside this episode:
The red flags your tech stack is stacking against you 
How to Marie Kondo your apps without crying over cancelled trials 
A step-by-step framework for trimming the fat before adding more automation 
The rise of "apps to manage your apps" (Yes. That’s real. We’re not making it up. We wish we were.) 
Plus: Jack confesses how many subscriptions he actually has (hint: it's embarrassingly high), and Amy stages a full blown intervention. So join us on our anti tech-tech adventure.
AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS
Ignition | 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 platform
XBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstars
FOLLOW US
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
Accounting Adventures | Facebook
Accounting Adventures | LinkedIn
Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X
[email protected]

CHECK US OUT
ALL 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 humans
Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.
Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle.
MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
Da...

Jack and Amy take you behind the 'tech' scenes at XeroCon. With over 3,500 attendees and enough tech news to crash your browser, it really is the Coachella of accounting.
From the flashy product reveals to the quiet coffee chats that spark big ideas, we dig into all the latest. Xero’s new Partner Hub is aiming to be your one-stop dashboard dream, Jax AI is flexing some serious smarts thanks to a new OpenAI partnership, and Work Papers is teaming up with BGL to make compliance just that bit smoother.
Payments were the buzzword of the week, with nearly every app provider adding some kind of solution. And with AML requirements looming, there’s a wave of new tech surfacing to help firms stay ahead.
The app ecosystem’s not slowing down either. Tools like Link, Content Snare and FYI are rolling out upgrades like nobody’s business. 
Oh, and if you're heading to the Safari Glitterati wrap party tonight… come say hey! We’ll be the ones nerding out over app stacks in between dance breaks.
FOLLOW US
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
Accounting Adventures | Facebook
Accounting Adventures | LinkedIn
Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X
[email protected]

CHECK US OUT
ALL 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 humans
Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.
Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle.
MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
Da...