Podcast Episodes
Back to SearchBreaking Up With Clients - Dear Client ... It's you, not me!
Season 5 Episode 41
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 busin…
Published on 9 hours ago
Month-End Without the Meltdown: Tech, Timing & Keeping Your Sanity Intact
Season 5 Episode 40
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 wha…
Published on 1 month ago
The Anti-Tech Tech Episode: When Apps Attack (Your Wallet)
Season 5 Episode 39
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 yo…
Published on 2 months ago
XeroCon's Tech Revolution LIVE-ISH
Season 5 Episode 39
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 revea…
Published on 2 months, 2 weeks ago
Your Firm's Not-So-Secret Weapon: Annual Planning
Season 5 Episode 38
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 las…
Published on 4 months, 1 week ago
Ditch the Chaos: How to Nail Client Onboarding Like a Pro
Season 5 Episode 37
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 on…
Published on 6 months, 2 weeks ago
CRM Strategies for Accountants
Season 5 Episode 36
🎧 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 f…
Published on 7 months, 2 weeks ago
Let's talk AI in Accounting
Season 5 Episode 35
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 upgradi…
Published on 8 months, 1 week ago
Boosting Productivity with Top Non-Accounting Apps
Season 4 Episode 34
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!…
Published on 10 months, 4 weeks ago
Tech Stacks for Bookkeepers vs Accountants
Season 4 Episode 33
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 Not…
Published on 11 months, 1 week ago