Practice Management Archive

Over 30,000 people have invested in crowd sourced funding equity raising

The Crowd Sourced Funding Equity Raising Scorecard produced by ESS BIZTOOLS as at 31 July 2019 has identified that 31,141 investors have invested an average of $1,207 in the...

What’s in a name: How to make sure your naming conventions are a help, not a hinder to your practice efficiency

Don’t you hate it when you go to find a document or email you clearly remember seeing/preparing/receiving, but no matter how many search phrases you enter, you can’t put...

Audit Client Re-Engagement – Mandatory or Optional?

Managing client relationships can be as much an art as a science, especially when open and effective communication is so important to an ongoing relationship. Public Practice Accountants and...

Automation in (Public) Practice: How to identify and implement automated technology to boost your practice’s productivity.

This year’s Good Bad Ugly technology report revealed a concerning insight – fully utilising existing systems and technology was ranked as the number 1 biggest technology challenge facing accounting...

20 Best Business Books for Accountants and Bookkeepers

We talk a lot about closing the books. What about opening them? We asked Receipt Bank partners to share the books that have shaped their approach to business. What...

Client Discovery Sessions to Help Win Business Advisory Work

Today, I want to talk about the client discovery programme.

Probably one of the most powerful tools you can have to winning a new client is the Client Discovery Process....

20 Daily Habits of Successful Accountants

What defines success? We asked Receipt Bank partners on the daily habits that help them get more out of their life and practice. Advice from over a hundred accountants...

Tax Yak – Episode 24: Managing tax risk

Today’s business environment is complex and managing your tax risk is a core part of responsibly managing your business. Managing task risk involves far more than dealing with ATO...

EOFY and the importance of checklists

The beginning of a new financial year means tax advisers around the country will look ahead for ways to improve the ability to look back. Improving productivity and ensuring...

7 Ways Social Media Can Help Future Proof Communication Strategy

The increasing take-up of faster fixed and mobile data services is extending people’s choice over how, where and when they communicate with others, watch or listen to content services,...

Potential of All-Female Companies Under-estimated

Former public company director, Andrew Geddes, is hopeful the recent $3-million capital-raise by the women’s ride-sharing company, Shebah, will encourage more female-owned companies to begin using Crowd Sourced Funding...

Work From Home – An Evolving Choice for Accounting Firms

In the past 12 months, I’ve observed an increasing trend for the leaders of accounting firms to give their staff the option to work from home as part of...

Single Touch Payroll – Employee Fact Sheet

Single Touch Payroll (STP) changes the way businesses report their employees’ tax and superannuation information to the Australian Taxation Office (ATO). It is important that your employees understand the...

Tax Planning Talks? Three ways to make your discussions more meaningful

A picture paints a thousand words – so the saying goes.

In fact 65% of us prefer visuals when it comes to learning and understanding a topic. That’s why with...

How to take your staff on the outsourcing Journey…

When an accounting practice takes the plunge into outsourcing compliance tasks, it can cause fear among existing staff who question the future (and safety) of their roles.

Resistance to change...

Easter, Passover, Timeout – Get ahead of your clients’ priorities

It’s great to have a break upon us for two good reasons. The first is that you have a break from the already-accelerating year. It’s built up momentum fast....

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