Find out why redacting TFNs and attaching ATO Documents to emails is no longer secure enough to protect your clients. Review your ATO Document delivery security now. Why Redacting is no longer acceptable. I find most firms only take security seriously when they have...
Client Management
All aspects of managing client relationships including systems and communication
Want to know more about the Accounting Revolution?
by Peter Towers | Aug 29, 2022 | Business Services, Client Management
ESS BIZTOOLS is in the process of reconfiguring our product packages following the strong response we have received from the webinar, presented by the Academy of CPAs (Certified Predictive Accountants) 3 weeks ago, when Adam Hale, partner Summit CPA an American...
Rock Star Accountant
by Peter Towers | Aug 2, 2022 | Client Management, Featured Articles, Financial Services
Rock Start Accountant! This was the endorsement of American accountant, Adam Hale, Principal of Summit CPA by Christian Wielage, Managing Director, PlanGuru in the webinar presented to Australian Accountants by the Academy of CPAs (Certified Predictive Accountants)...
Tips To Turn Around Bookkeeping Services this Financial Year
by Boobalan MAdhavan | Jul 19, 2022 | Client Management, Practice Management
Whether you agree or not, the accounting and bookkeeping department, CFO, and controller position are a big part of business environment with their role getting increasingly important and this is not changing anytime soon. 61% of businesses are satisfied with the...
Automate these 3 processes to improve your practice’s efficiency
by Stan Corner | Jul 13, 2022 | Client Management, Document Management, Practice Management, Uncategorised
When was the last time you stepped back and reviewed your key business processes? Are you keeping up to date with technology? Is your current way of working still the best way for your team and your clients? Could you be working more efficiently? With client needs,...
EOFY Resources for Accountants and Bookkeepers
by Peter Towers | Jun 20, 2022 | Accounting Software, Business Services, Client Management, Document Management
Access over 15 expert-led practical resources, including on-demand videos and guides from the ATO, Change GPS, the TPB, Ignition's CEO—Guy Pearson—and many more! Covering topics around: Practice Management Fundamentals Engaging for New Services Improving your Client...
Improving Audit Quality – The role of Directors and Audit Committees
by Steven Watson | May 6, 2022 | Client Management, Practice Management
The quality of financial reports is key to confident and informed markets. The purpose of the independent audit is to provide confidence in the quality of financial reports. In recent times, there has been much discussion about the role of the auditor and their...