Technology Archive

Preparing your advice team to work remotely

A robust Business Continuity Plan (BCP) ensures your team can work and collaborate effectively wherever they are located.

For financial advice practices, this means ensuring advisers have access to the...

Zoom…. And where is your privacy now?

You may have seen news reports this week warning of Zoom’s privacy breaches,...

Top 5 Tips to Improve Data Security for Businesses

Data has always been an integral part of an accounting practice and for the most part, could be kept relatively securely in locked filing cabinets / safes etc. But...

Is there a wrong or right time to start outsourcing?

This question is answered with two simple calculations of time and cost:  the time and cost of doing it yourself, and the time and cost of hiring someone else...

Why your referral partnerships aren’t delivering

How many times have you set up a referral partnership / agreement only to see it gather dust in the bottom drawer of your desk?

No actions taken, nothing delivered...

New Year, new opportunities | Our thoughts on what to watch out for in 2020

With the year quickly coming to a close, we’ve been turning our mind to what’s going to have the biggest impact on your business and your clients in 2020....

Running a modern day tax practice

Running a modern day tax practice is no challenge for the light-hearted. In this episode of Tax Yak, Robyn yaks with Planet Consulting Founder and Principal Consultant, Rob Pillans,...

3 tips and tools to improve productivity across your practice

When was the last time you stepped back and looked at all of the different tech tools and software solutions you’re using to run your practice? Are they still...

How Successful Accountants are Solving the Communication Challenge

How many times a week do you hear the words: ‘I didn’t get your email’? Email was once the most effective way of communicating with clients but now, they...

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...

Hybrid IT – A Game Changer for Medium and Large Business Clients

For the past decade, cloud IT was suggested by many as the solution to everything. But most medium and large businesses have not been keen to commit totally to...

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,...

The 7 things your SMSF clients are judging you on

Ever increasing complexity means most individuals can’t run their SMSFs without professional support. As the industry matures, it’s worth asking whether practices are adequately meeting the needs of SMSF...

Being a Connected Accountant is an Essential Part of of Today’s Always on World

A term first coined by the Bay Street Group[1], the ‘Connected Accountant’ is defined as an individual who can deliver an increased level of responsiveness, client service...

5 ways to market your firm on a shoestring

Attracting clients is the bread and butter of any business. Yet, it’s easier said than done – especially when strapped for time and money. We talk to Glenn Redler,...

Will Accountants Cross the Digital Bridge in 2019?

According to a report by the independent research firm Forrester, 2019 will be the year that aspirations for digital transformation translate into “pragmatic” actions – here are...

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