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The Bookie & The Beano

48 Episodes

19 minutes | Jul 5, 2020
Re-evaluating 2020 and your future.
It's fair to say that 2020 has been a highly unusual year so far. With that in mind we go back and examine our goals that we had at the start of the calendar year and whether they have changed. We also discuss whether the COVID-19 pandemic has led to us questioning whether we want to do this for the next 20 years?It's an honest look back and forward all at once.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
17 minutes | Jun 21, 2020
MyGov ID the good, the bad and the issues.
myGovID is an easy and secure way to prove who you are online. Add identity documents like your Australian driver's licence, Medicare card or Australian visa and magic access to your client information as an accountant or bookkeeper.If only it was that simple.MyGovID is great when it works, but there are a few quirky issues that can cause and do cause problems when your situation is a it unique.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
19 minutes | Jun 7, 2020
Work life balance in the COVID-19 pandemic
Being an accountant or bookkeeper over the last 3 months of the COVID-19 pandemic has been especially frantic. While we all likely got into our respective professions to help people, we probably never thought that we would be the gatekeepers of the business welfare system for the government during a pandemic.Yet here we are.This week we discuss the different things we have done to cope during this unique time and what habits we are forming now that we hope to carry with us when it clears.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
24 minutes | May 24, 2020
JobKeeper and the crazy demands it has placed on accountants and bookkeepers
Accountants and bookkeepers are the frontline for small business government stimulus and no consideration is being placed on that and that burden is placing increasing demands on their mental health.In addition to their regular tax, accounting and lodgement services accountants and bookkeepers have now found themselves playing a key role in supporting the delivery of the largest series of government support packages in Australian history, the JobKeeper Subsidy.Not only are we being tasked with saving their clients’ livelihoods, but we are all battling our own COVID-19 anxieties.We talk about the challenges this week.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
25 minutes | May 10, 2020
Bite Size Topics: Deductions, paying staff, MyGov and George Colombaris.
In this episode we discuss bite sized topics such as Facebook Marketplace, Square Readers, claiming deductions, underpayment of staff, SG Amnesty, George Colombaris, and Tax/BAS Agent staff leaving with the MyGov access.We cover a lot of ground and a lot of smaller, interesting topics in this episode.Well worth a listen.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
46 minutes | Apr 26, 2020
COVID-19 Stimulus Package Q&A with the Bookie & the Beano
This week on Bookie and the Beano we are interviewed by Kaylie Dueck from QuickBooks Online (Intuit) and we are discussing COVID19, the Government Stimulus packages and how we are coping working from home.Some of the things we cover are:- the key questions clients are asking us right now, particularly in regard to the cashflow booster and JobKeeper payments.- the benefits for SMB’s & Advisors that cloud software are providing at the moment.- advice for a business, sole trader or employee that is ineligible for the JobKeeper Payment.- managing your workload during this time (key priorities)- advice for parents who are now working from home.- how to stay up to date on the latest development.- some feel good stories.It's a really interesting chat in a trying time and well worth listening to, especially if you or your clients are struggling with adapting to the COVID-19 world.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
18 minutes | Apr 12, 2020
When software enhancements are not really enhancements.
While software development itself is important, but the constant software enhancements are a slippery slope.Inevitably when the software changes or something doesn't work properly the first place a client or user will go to is their accountant or bookkeeper.Having different integrations is great if they are actually enhancing what you can offer your clients as accountant or bookkeeper, but integration for the sake of integration usually just causes a hot mess.Maybe it's the cabin fever of COVID-19, but we are a little bit frustrated this week.....ad software is taking the brunt of it.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
24 minutes | Mar 22, 2020
What a COVID-19 (coronavirus) shutdown could mean for our businesses
It is clear now that Cornonavirus COVID-19 is going to cause significant issues to the health of many, many thousands of Australians and cause significant hardship on small business.We recorded this podcast less than 2 weeks ago and in that time the situation has evolved to the point that we have already probably lost control of the situation and we need some luck to make sure this doesn't become a real disaster on so many fronts.Since this was recorded Kane hasn't been to the "office" and any trip out since has basically been ducking to the supermarket at really weird times (opening or closing times) or just to exercise and/or get some fresh air.No coffees.No client face to face meetings.What does this mean for our businesses?What does it mean for our clients businesses?Are we ready for a lockdown?Have we planned for this?We discuss all of this on this episode.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
35 minutes | Mar 8, 2020
Cyber Security Issues in Accountancy and Bookkeeping - Interview with Practice Protect
With so many accountants and bookkeepers adopting cloud technology to deliver their services to clients information security has never been a bigger issue for everyone involved.Accountants and bookkeepers must therefore understand how to identify and respond to cyber security risks, rather than ignore the issue and hope it never happens to them.This week we have a special guest, cyber security expert and CEO of Practice Protect (https://www.practiceprotect.com) Jamie Beresford.Practice Protect is the only complete cyber security solution that lets accounting and bookkeeping firms secure sensitive data and work efficiently in a cloud-first world.Diane Lucas chats to Jamie about cyber security and what accounting and bookkeeping firms can do to protect their clients data.They discuss:How real the threat of a cybersecurity breach isCommon breaches that hit accountants and bookkeepersWhy email is a teasure trove for a hackerWhere to start when looking at cybersecurityWhat kind of measures to put in placeHow Practice Protect can protect your firm and clients.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
24 minutes | Feb 23, 2020
When Accountants and Bookkeepers do the wrong thing!
There are concerns from the ATO and the Tax Agents Board about the number of people claiming to be Tax or BAS agents, often promising refunds that sound too good to be true, or providing discounted services much cheaper than registered, legitimate tax agents. Unregistered preparers will often use a taxpayer’s personal login details to access their ATO Online account through myGov to lodge tax returns.So what happens to these unregistered operators?Well the newly funded and resourced Tax Agents Practitioners Board can apply to the Federal Court of Australia for an order for pecuniary penalties for up to $42,500 against an individual and up to $212,500 for a body corporate for each contravention.We chat about our experiences with unregistered agents and what to do if you come across one.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
29 minutes | Feb 9, 2020
How to maintain and grow relationships with your clients.
This week we discuss relationships with clients and how to grow these.Clients are arguably one of the most important factors of starting and sustaining a successful business. Without clients you don't have a professional services business.Even if you think you have a good understanding of your clients you may be surprised at the many ways you can get to know them better...but not too well.Diane and Kane discuss how they interact with their clients, including:1. Setting regular check-ins (maybe every few weeks or months)2. Asking for feedback3. Setting expectations (and how to do that)4. Making it relatable to the client.Good practitioners realise that delivering is about more than just winning a client, it’s about maintaining a positive relationship.That's what grows your business.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
30 minutes | Jan 27, 2020
Relationships between staff members.
Workplace relationships greatly impact how we feel about our work, considering we spend 80% of our time at the office. Office relationships can vary from professional through to romantic, so it is important to know how best to manage them within your business.Investing time and energy in building strong professional relationships is critical to developinglevels of mutual trust and respect in a team environment. Once we genuinely trust and respect each other, we then allow ourselves engage in regular, honest dialogue about individual and team performance and increase our capacity to improve.This week we discuss relationships between staff members and how to build these.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
27 minutes | Jan 12, 2020
Offices, culture, working from home and outsourcing.
We discuss our different office situations that we have as well as how this effects things such as office culture and working from home.For accountants and bookkeepers culture is critical as ultimately we "sell trust" to clients and good accounting and bookkeeping partners/owners, who run good firms, can attract and retain good people.On the people front we also chat about outsourcing and the part it plays in the industry today and Kane provides some of the tips and hints to make that work well for firms having lead the outsourcing teams at Moore Stephens and Deloitte over the last 11 years.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
14 minutes | Dec 29, 2019
2019 App Provider Special
This week we are revisiting the Accountants and Business Expo in Sydney earlier in 2019.In this episode Kane & Diane chat with:- Data analysis and visualisation app Zivora.- Artificial Intelligence App Chata AI- Scanning and document solution HubDocs- Workpaper and compliance provider Business FitnessWe hope you enjoy listening to some of the apps out there that can assist your accounting or bookkeeping firm thrive.As this our last episode of 2019 we hope you have had a productive 2019 and wish you an even more productive year in 2020 and meet those KPIs.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
24 minutes | Dec 15, 2019
Tech Stacks - What tech tools do we use in our respective accounting and bookkeeping businesses.
A technology stack or "tech stack" is a term used by Hipsters that refers to a set of technologies, software, and tools that are used in the provision of a service.What a time to be alive. You get into accounting or bookkeeping to assist your clients and all of a sudden you also need to be across all the new technology making our jobs easier.In fact it seems that technology will continue to be the biggest factors that impact accounting and bookkeeping moving forward.It's fair to say that technology allows you to shape your client experience and internal efficiencies.So just what is in our tech stacks?We discuss our stacks in this episode.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
30 minutes | Dec 1, 2019
Using technology to drag your firm out of the 1980's (presentation by Kane Munro and Alan FitzGerald)
This week on The Bookie and The Beano we have something special.Recently Kane presented with the extremely knowledgable Alan FitzGerald of Practice Connections at the Accountech conference.We are bringing you a recording of this live session where we discuss:Replacing your practice management software.We recognise it is as fun as dental work – but you don’t have to live with archaic systems. You can radically improve productivity without having to start from scratch. Find out which parts of your practice stack you can replace easily and how to stop paying for software and servers you no longer need.Discover what a modern practice tech stack looks like that will grow with your business.Learn how your practice can be more efficient and productive online.Hear how to evaluate an online solution without any risk to your current setup.Be it a bookkeeping firm or an accounting firm if you want to grow you need the right technology in place.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
43 minutes | Nov 17, 2019
Wayne Schmidt - Digital Nomad and Doing Social Good!
If you're a bookkeeper or accountant or anyone who has worked in either profession in the last 25 years chances are you have heard of Wayne Schmidt.With over 25 years experience in the accounting industry spearheading the Australian expansion for Xero, MYOB and Reckon, Wayne is passionate about helping accounting practices to grow, embrace change and become more profitable.In the last 3 years Wayne and his wife Sally have become digital nomads. We discuss:some of Wayne's history in Australiawhat a digital nomad iswhy and how Wayne became a digital nomadwhat Wayne is focusing on now.Since becoming digital nomads Wayne has launched https://www.socialforgood.org where he shows Not For Profits how to connect with their existing donors, gain more donors and most importantly spread the message about their cause.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
21 minutes | Nov 3, 2019
Value Pricing and the practical aspects (timesheets, etc) of doing it.
Value-based pricing is basically the method of setting a price by which a firm calculates (and tries to earn) the differentiated worth of its product for a particular customer segment when compared to its competitor.So what does it mean practically?Diane is a big advocate of Value Billing, so much so she has taken what she does in her bookkeeping firm and launched: https://www.zuloomi.comThis week Diane discusses the practical aspects of value pricing and what she does in her firm.Kane asks her a lot of questions and relates some of his experiences and skepticism on the broader concept of value pricing/billing. Both Kane and Diane are presenting FREE Intuit Table talks at Accountech on 12th and 13th November. You can register to attend at:https://l.feathr.co/accountechlive-2019-custom-lpspeaker-kane-munroDiane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
20 minutes | Oct 21, 2019
Process. How to get the best results out of your accounting or bookkeeping firm.
Processes are extremely important in accountancy and bookkeeping firms.It's impossible to scale, grow or even sell your business without having a good set of professes in place.A robust process will ensure you get the same (or similar) result regardless of who is undertaking the work.In this weeks episode we discuss the different way we capture processes as well as what we capture.Kane is presenting a FREE Intuit Table talk on Process Mapping at Accountech at 12pm and 3:15pm on both days. You can register to attend at:https://l.feathr.co/accountechlive-2019-custom-lpspeaker-kane-munroDiane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
17 minutes | Oct 6, 2019
Touch points - How to maintain and grow client relationships.
While many factors decide customer satisfaction including competency another important factor is touch points.A touch point is just business jargon for interacting with your clients.A customer touch point is created every time your customer or audience interacts with your brand or service. For example when a new customer looks at your website or receives a piece of work from you. Interactions are how relationships are formed, managing the success of these interactions is vital to the success of your business.We discuss some touch points in this weeks episode and how you can easily keep in touch with your clients.Diane (The Bookie aka Bookkeeper) from https://www.directmanagement.com.au and Kane (The Beano aka Accountant) from www.activeoutsourcing.com.au and www.accountancyonline.com.au are professionals practicing who encounter these issues and many more every day.
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