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All Aussie Accounting Adventures - Tech Edition

All Aussie Accounting Adventures

It’s time to hit the road with Amy + Will on their ‘most bodacious’ all Aussie accounting TECH adventures! Run your own accounting firm? Maybe thinking of starting one? Want to get the best advice on what tech to use, as well as how to implement it well? Well, Amy & Will are tapping into their extensive knowledge in the space to give you ALL the tips & tricks to fast-track your technology skillset. So pour a bevvy of choice and join them around the accounting campfire for a good ole’ chat

technology how to

All Episodes

51:28

What If Your Firm’s Biggest Risk Isn’t Tech?

All Aussie Accounting Adventures - Tech Edition ·

2026/08/24

You can automate the ledger. You cannot automate Dave or Davina. Firms pour months into systems, apps and AI, then get completely blindsided by the messiest variable in the practice, the humans. In this episode, Amy and Will sit down for an honest chat about leadership, culture, and the moments that quietly decide whether a team thrives or burns out in the background while everyone pretends things are fine. If you have ever thought "surely there is a better way to manage people", good n...

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42:03

The 20-Year Itch: Is Accounting Software Due for a...

All Aussie Accounting Adventures - Tech Edition ·

2026/08/04

The accounting software market has a memory, and it runs about 20 years long. Amy and Will unpack the 20 year itch theory: incumbents get comfy, frustration quietly builds, then a shiny new general ledger rocks up looking like the holy grail. MYOB's server era had its moment. Xero and the cloud rush had theirs. So are we standing at that turning point again, or just having a whinge? They get candid about what is shifting the mood, from pricing pressure to the value exchange for firms and clie...

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51:33

Capacity Planning That Actually Works

All Aussie Accounting Adventures - Tech Edition ·

2026/07/18

Feeling flat because the work just will not quit? You're not broken, and you're definitely not the only one crying softly over a lodgement list. In this episode, Will and Amy stare down the big awkward question: why do Aussie accounting firms keep getting absolutely smashed by compliance, when the ATO deadlines are about as surprising as tax being due in tax season? Then they go and kick a sacred cow right in the shins. That "capacity planning problem" you keep blaming? Often it's just a too ...

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46:06

Buying A Book Of Fees | Merge, Acquire or Divorce

All Aussie Accounting Adventures - Tech Edition ·

2026/05/22

Are accounting & bookkeeping biz sausage factories? Whether you're eyeing an acquisition, weighing up a merger, or quietly polishing your practice for sale, this one's worth the listen. Amy and Will are pulling up the handbrake on the "just buy a book of fees and ride off into the sunset" fantasy that LinkedIn keeps selling you. In this ep they're tackling the tricky question: why are you actually doing this? Buy-in, partner exit, ego trip, fear of missing out, or that classic "I don't wa...

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42:27

AI In Accounting: The Update Episode

All Aussie Accounting Adventures - Tech Edition ·

2026/04/13

AI is everywhere right now, and if you're an accounting firm owner, you're probably somewhere on the spectrum between genuinely excited and quietly terrified, sometimes within the same afternoon. Aly joins Amy and Will around the campfire for a proper, no-fluff conversation about what AI actually is today and why understanding that matters before you let it anywhere near your clients' tax affairs. Spoiler: generative AI is a probabilistic pattern engine, not a truth machine. Think of it as a ...

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45:11

Welcome Will | Why I Left Big Tech to Build an...

All Aussie Accounting Adventures - Tech Edition ·

2026/03/11

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 wa...

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33:12

Breaking Up With Clients - Dear Client ... It's you,...

All Aussie Accounting Adventures - Tech Edition ·

2025/11/19

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 ...

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45:13

Month-End Without the Meltdown: Tech, Timing &...

All Aussie Accounting Adventures - Tech Edition ·

2025/10/15

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 th...

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31:39

The Anti-Tech Tech Episode: When Apps Attack (Your...

All Aussie Accounting Adventures - Tech Edition ·

2025/09/19

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 a...

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21:25

XeroCon's Tech Revolution LIVE-ISH

All Aussie Accounting Adventures - Tech Edition ·

2025/09/04

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 sm...

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35:57

Your Firm's Not-So-Secret Weapon: Annual Planning

All Aussie Accounting Adventures - Tech Edition ·

2025/07/12

Take a deep breath. The new financial year has begun, and it's time to set your accounting practice up for success rather than stress. Whether you're celebrating a fresh start or still finalising last year's loose ends, this episode provides the roadmap you need. Amy & Jack dive into the four pillars of effective practice planning that will transform your year ahead: annual engagement reviews, capacity planning, team management, and technology assessment. From ensuring client agreements ...

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37:37

Ditch the Chaos: How to Nail Client Onboarding Like a...

All Aussie Accounting Adventures - Tech Edition ·

2025/05/03

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 conver...

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34:48

CRM Strategies for Accountants

All Aussie Accounting Adventures - Tech Edition ·

2025/04/03

🎧 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).

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36:10

Let's talk AI in Accounting

All Aussie Accounting Adventures - Tech Edition ·

2025/03/09

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 ma...

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36:49

Boosting Productivity with Top Non-Accounting Apps

All Aussie Accounting Adventures - Tech Edition ·

2024/12/20

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 superchar...

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32:14

Tech Stacks for Bookkeepers vs Accountants

All Aussie Accounting Adventures - Tech Edition ·

2024/12/07

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 ...

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31:12

Deep Dive: Xero for Groups

All Aussie Accounting Adventures - Tech Edition ·

2024/12/03

Are multi-entity businesses outgrowing Xero, or is there still untapped potential in this small-biz favourite? In this episode, we dive into the complexities of managing multiple entities on Xero, from restaurant chains to pharmacy networks and so much more. Amy and Ajack explore how firms can keep clients engaged with strategic support that prevents the potential shift to in-house teams.Sure, juggling multiple Xero files comes with its headaches—user permissions, code consistency, and ...

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40:56

Deep Dive: Xero

All Aussie Accounting Adventures - Tech Edition ·

2024/12/03

Is Xero still wearing the crown as the accounting software GOAT? In this deep dive, we trace its rise from plucky start-up to global powerhouse, exploring how it shaped careers, transformed businesses, and captured the hearts of small businesses—especially Down Under. But with climbing prices and fierce competition from QuickBooks, MYOB, and emerging players like Henry, is Xero still the one for small biz value hunters?We’ll pit Xero against the competition while unpacking how power users are...

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42:33

Deep Dive: Email Automation

All Aussie Accounting Adventures - Tech Edition ·

2024/10/27

Ever feel like your email inbox is a never-ending challenge threatening your productivity? Discover the art of mastering email management with insights that promise to transform how you handle communication. Amy and Ajack unpack techniques like inbox zero and the triage method, debating the merits of Gmail versus Outlook, and offering practical strategies to tame the email beast, ensuring you maintain focus and reduce stress in your professional life.Join us as we explore the balance between ...

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36:55

Getting Buy-In for New Tech

All Aussie Accounting Adventures - Tech Edition ·

2024/10/16

Ready to embark on a tech-venture like no other? In this episode, co-captains Amy and AJack are here to help you navigate the wild world of new technology adoption in your business—and trust us, they’ve got the treasure map! They dive straight into the adventure of tech implementation. Ever feel like pitching new tech is like convincing your team to search for hidden treasure? Well, buckle up, because Amy and AJack are revealing the real jackpot: getting enthusiastic buy-in from decision...

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49 results

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