How to Turn Down Clients (Without Burning Bridges)
For accountants, the struggle is real. With a shortage of accountants nationwide, more firms are…
Riley MalinsOctober 31, 2024
Fantasy Sports -The Ultimate Pastime for Accountants
Let’s face it: accountants and numbers are a match made in heaven. So what’s better…
Riley MalinsSeptember 19, 2024
ATO Tax Changes: Everything You Need to Know
2024 has brought a range of significant tax changes from the Australian Tax Office (ATO)…
Riley MalinsSeptember 6, 2024
10 ways to celebrate the EOFY
With the end of the financial year (EOFY) fading in the rearview (at least for…
Riley MalinsApril 1, 2024
Onboarding your team – the last stage of implementing a DMS
Learn the easy way from our 1000+ DMS implementations We’ve helped more than a thousand…
Julian GaylorOctober 1, 2023
The migration stage of implementing a DMS
Learnings from our 1000+ DMS implementations We’ve helped over a thousand practices implement new document…
Julian GaylorSeptember 27, 2023
The discovery stage of implementing a DMS
What we've learned from 1000+ customer implementations When implementing a document management system (DMS) there’s…
Julian GaylorSeptember 19, 2023
Folder structures for this financial year
Looking to update your client folder structure this financial year? We've got ideas from our…
Julian GaylorSeptember 7, 2023
Keep your employees happy
Owning an accounting firm isn’t just about the bottom line — it’s also about people.…
Julian GaylorAugust 29, 2023
