Resources

Practice Management
Adjusting for Digital Meetings

Ensuring good engagement digitally can be more difficult as being on the receiving end is more passive – just like watching a screen.

Practice Management
Guarantee Your Workpaper Quality

Workpapers serve as the backbone of the year-end process but nothing matters more than workpaper quality.

Practice Management
Protect Your Practice from the Most Common Fee Disputes

As the actions of some at the big end of town are bringing the behaviour and fees of all accountants to public attention, now is a good time to look at the most common fee disputes and how you can help protect your practice against them.

Practice Management
Empower Your Team to Manage Accounting Annual Meetings

Not all staff are comfortable handling the annual meetings, leaving them the responsibility of the higher-level team, reducing the strength of the practice

Engagement & Pricing, Practice Management
A Better Accounting Billing Guide for a Better Practice

This accountant’s building guide allows you to service your clients better and earn more.

Delivery, Engagement & Pricing, Life Accounting, Marketing, Practice Management
[Article] PCG 2021/4 – Recent changes to the Allocation of Professional Firm Profits

We do legendary frontline accounting software. You do what matters. For practice management and compliance advisory—for accountants of all sizes.

Engagement & Pricing, Marketing, Practice Management
Why a good Client Service System is Important (and can maximise profit!)

We do legendary frontline accounting software. You do what matters. For practice management and compliance advisory—for accountants of all sizes.

Delivery, Engagement & Pricing, Life Accounting, Marketing, Practice Management
It’s Tax Time, and Tax Planning Can Pay

It’s tax time, and tax planning can pay.

Practice Management
Why accountants should be at the centre of the estate planning process

As an accountant, you help your clients to set up companies, trusts and self-managed super funds. You ensure they don’t pay more tax than they legally need to – and you know their business and personal finances inside out. Yet, when it comes to estate planning and asset protection, you probably hand them over to a lawyer who might understand far less about tax, superannuation and other critical considerations.

Practice Management
Eight secrets of Successful Estate Planning

These top tips will help you build a more effective and profitable estate planning business.

Delivery, Engagement & Pricing, Life Accounting, Marketing, Practice Management
Grow What Matters: How ‘Value, Plan, Price’ transforms your practice.

Grow What Matters: How ‘Value, Plan, Price’ transforms your practice.

Delivery, Engagement & Pricing, Life Accounting, Marketing, Practice Management
Get on Board: Make this accounting year matter.

We do legendary frontline accounting software. You do what matters. For practice management and compliance advisory—for accountants of all sizes.