Podcast Episodes
Back to SearchDitch 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 …
1 year, 3 months 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 …
1 year, 4 months 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…
1 year, 4 months 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-acco…
1 year, 7 months 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 …
1 year, 7 months ago
Deep Dive: Xero for Groups
Season 4 Episode 32
Are multi-entity businesses outgrowing Xero, or is there still untapped potential in this small-biz favourite? In this episode, we dive into the comp…
1 year, 8 months ago
Deep Dive: Xero
Season 4 Episode 31
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, expl…
1 year, 8 months ago
Deep Dive: Email Automation
Season 4 Episode 30
Ever feel like your email inbox is a never-ending challenge threatening your productivity? Discover the art of mastering email management with insigh…
1 year, 9 months ago
Getting Buy-In for New Tech
Season 4 Episode 29
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 techn…
1 year, 9 months ago
Managing Tech Spend and Price Hikes
Season 4 Episode 28
Ready to conquer the wild world of tech budgets? Join Amy & AJack as they guide you through the tricky terrain of tech spend—figuring out when it's w…
1 year, 10 months ago