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2023 February Tech Talk: Show Clients Real Value with - Clarity HQ
In this fast-paced web event we’ll take you through a structure and methodology that plays to your strength as an accounting technician, and helps your clients understand their numbers and make better decisions.
You'll be able to:
- clearly demonstrate value to your clients
- empower your clients to buy instead of having to sell to them
- get paid the right fee for helping your clients move towards their potential.
Now more than ever, business owners want more help. It’s a huge opportunity for bookkeepers to build even closer relationships with their clients, help them build towards their ideal future and help you get the time, money and freedom you’ve always wanted.
Clarity HQ is a platform offering a new approach to delivering business advisory services, which empowers you to help small business owners understand the impact of their financials.
Переглядів: 45

Відео

2022 November Tech Talk - Workplace Laws with myBusiness & AB Lawyers & Advisors
Переглядів 52Рік тому
How to Stay Compliant - Workplace Laws with myBusiness and AB Lawyers & Advisors Australian workplace laws are some of the most complex in the world. Your best intentions are not necessarily your best defence. Every business should have workplace and employment policies and procedures in place to minimise risk as an employer. Let us show you how to make this easy! Learn how to easily get compli...
2022 September Tech Talk - Utilising Real Tech in Crypto and Blockchain with Accountants On-Chain
Переглядів 56Рік тому
Accountants On-Chain is a knowledge-sharing collective of crypto-curious accountants, bookkeepers and advisers who are paying attention to what is happening in the world of digital assets and responding to the opportunities and challenges. In this session, Electra Frost FIPA will explain the web 3.0 client profile and the accounting software integrated tooling used for crypto transactions. Busi...
2022 August Tech Talk: Advisory Intelligence for Accounting Technicians with Aider
Переглядів 1172 роки тому
Aider is a powerful and intuitive advisory intelligence platform built for accountants and bookkeepers. Aider syncs seamlessly with Xero, pulling in client data, analysing it, and then arranging it into an easily digestible format. Aider does the analysis for you, alerting you to inconsistencies or urgent matters within your clients’ data. It means you spend less time on admin and analysis and ...
2022 July Tech Talk - The New Way to Solve Cash Flow Strain for Your Clients with Marmalade
Переглядів 972 роки тому
Marmalade is an all-in-one invoice payment toolkit that empowers SMBs to take complete control of their cash flow. With Marmalade, businesses can accept payments via any method, automatically reconcile those payments and get paid instantly to deliver accelerated growth and operational improvements. During this talk, we will focus on rethinking the causes of cash flow strain, the top five cash f...
2022 June Tech Talk - LUCA Plus
Переглядів 1252 роки тому
E-invoicing for Accounting Technicians with LUCA Plus Join Ray Wang from LUCA Plus to hear about e-invoicing updates and developments. We'll see a demo of how LUCA Plus e-invoicing works in Xero, Intuit Quickbooks and MYOB and learn about the benefits to your business and your clients of adopting e-invoicing. We'll also discuss how to get paid faster by streamlining accounts payable and receiva...
2022 May Tech Talk - Excel Tips and Tricks for Accounting Technicians
Переглядів 1052 роки тому
For accounting professionals, Microsoft Excel is such an important tool. Join Lynette Coulston as we take a quick look at a selection of key tips from iTandCoffee’s longer 8-part class series on Microsoft Excel - tips that can really help in your day-to-day use of Excel: quick removal of duplicate entries in a list of values, some handy ‘auto-fill’ tips, an amazing hidden gem (Tables), cross-re...
2022 Tech Talk - Online and Social Media Strategy for Accounting Technicians with - Sue Ellson
Переглядів 792 роки тому
Online and Social Media Strategy for Accounting Technicians with Independent LinkedIn and Social Media Specialist Sue Ellson What are the most important decisions to make when deciding how to promote your accounting services online? How do a website, social media, online profiles and reviews help you be found by your ideal client? How often should you be posting online and how much time should ...
2022 March Tech Talk - Futrli
Переглядів 442 роки тому
Predict offers the very latest in forecasting technology. Offering a smart, easy to use, plug n play platform that automates your business forecasting. It is designed for the mass small business market and requires no training or project management to roll out in your firm. Get instant three-year, entire business forecasts by combining all due invoices/bills and predictions across the P&L with ...
2022 February Tech Talk - BOMA Marketing Tips
Переглядів 242 роки тому
We’re at the start of a brand new year so don't let the opportunity to sort your marketing pass you by before the year gets into full swing. In this session, Charles Clark, Co-Founder and Marketing Director of BOMA, will introduce you to a marketing checklist and planning guide that you can implement in your own business to help you support clients and nurture leads.
2022 January Tech Talk - DiviPay
Переглядів 592 роки тому
Australia's first digital company card for small business owners, DiviPay is a Sydney founded fintech that is making waves with the accounting and bookkeeping community because of their quick and easy to use digital company cards. Employees can make payments using their device, take photos of receipts and upload the expense directly into DiviPay, which integrates into your favourite cloud accou...
November Tech Talk - Xero Practice Management Tools for Your Bookkeeping Business
Переглядів 3,2 тис.2 роки тому
In this session, we will take a look at an end-to-end workflow of a common bookkeeping engagement. Through this demonstration, we will utilise Xero’s set of practice tools to minimise admin tasks, drive efficiency and provide value to your clients. Join us for an overview of the Xero platform, management reporting, BAS lodgements and invoicing to streamline your practice administration. Xero Pr...
October Tech Talk: Turbo Boost Your Bas Workload with LodgeiT
Переглядів 662 роки тому
Join Andrew Noble, founder of LodgeiT and Aaron Fergusson, Solutions Architect at Intuit QuickBooks, as they take you through QuickBooks Tax powered by LodgeiT - the all-in-one, multi-functional compliance platform designed to provide accurate, superfast BAS preparation and lodgement. QuickBooks has recently enhanced the integration to LodgeiT with the new Auto BAS import feature-no fuss, no do...
September Tech Talk: Proactive Insights with Dext Precision
Переглядів 472 роки тому
Join Matthew and Amit from Dext Precision to follow on from our June Tech Talk on Dext Prepare. Great insights start with great data. Precision is the ultimate data toolkit for Xero and QuickBooks Online users. It provides error-free data and proactive insights. Precision's clean up toolkit automatically tracks changes, easily back-checks data and spots discrepancies and anomalies before they b...
July Tech Talk- Karbon
Переглядів 3403 роки тому
Practice Management for Work, Clients, Planning and Communication in One Place with Karbon Discover Karbon’s practice management software and what it can do for your bookkeeping practice. Richard Snell will give a complete overview of the major features and functionality and demonstrate the most powerful ways other firms are using Karbon to boost efficiency, drive automation, collaborate as a t...
June Tech Talk - Dext
Переглядів 1523 роки тому
June Tech Talk - Dext
AAT Virtual Town Hall
Переглядів 213 роки тому
AAT Virtual Town Hall
May Tech Talk - IPA Books+
Переглядів 383 роки тому
May Tech Talk - IPA Books
April Tech Talk - How to Overcome the Challenges of a Growing Practice with GovReports
Переглядів 363 роки тому
April Tech Talk - How to Overcome the Challenges of a Growing Practice with GovReports
Microsoft OneDrive - 2021 March
Переглядів 853 роки тому
Microsoft OneDrive - 2021 March
February Tech Talk - Microkeeper
Переглядів 3303 роки тому
February Tech Talk - Microkeeper
January Tech Talk - BOMA
Переглядів 773 роки тому
January Tech Talk - BOMA
November Tech Talk - LinkedIn for Accounting Technicians and Bookkeepers
Переглядів 3133 роки тому
November Tech Talk - LinkedIn for Accounting Technicians and Bookkeepers
October Tech Talk - Cash Flow Coaching Kit
Переглядів 3713 роки тому
October Tech Talk - Cash Flow Coaching Kit
September Tech Talk - Float
Переглядів 343 роки тому
September Tech Talk - Float
How to assist businesses in financial distress
Переглядів 873 роки тому
How to assist businesses in financial distress
August Tech Talk - Securing your client data with Practice Protect
Переглядів 1174 роки тому
August Tech Talk - Securing your client data with Practice Protect
JobKeeper 2.0 Update
Переглядів 1344 роки тому
JobKeeper 2.0 Update
July Tech Talk - Zivora
Переглядів 944 роки тому
July Tech Talk - Zivora
ATO - Online services for Agents
Переглядів 7794 роки тому
ATO - Online services for Agents

КОМЕНТАРІ

  • @Rowafaedits194
    @Rowafaedits194 Рік тому

    can I edit your videos?

  • @saharahadi5065
    @saharahadi5065 Рік тому

    Another question, one task is allocated to me to set up Auto BAS from ATO, what i did i created a job and turn on auto BAS(retrieve from ATO option) in XPM is it correct? I also create new AS under the job I created. We can easily do this one for jobs under billing entity, when i need to activate auto BAS for non billing entity unfortunately the BAS was not retrieved from ATO could i ask you why?

  • @saharahadi5065
    @saharahadi5065 Рік тому

    I have 2 main questions 1- i am a TA for bookkeepers in our team, we have monthly and quarterly billing for our clients, i was told when the job is not completed and the bookkeeper are still working on it we can’t close and complete the job for monthly billing i was told to create Progress invoice rather than final invoice because if i create final invoice , i need to write off when the staff still put their timesheet. Is it right?

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  • @zapkvr
    @zapkvr 2 роки тому

    The lady talks funny

  • @timduke1426
    @timduke1426 2 роки тому

    քʀօʍօֆʍ

  • @BRI_Bridges
    @BRI_Bridges 2 роки тому

    It would be a lot saver if you add 5 x random secret questions and answers.

  • @kenfennell8599
    @kenfennell8599 3 роки тому

    not the my gov i'm after.

  • @evolutionclouds
    @evolutionclouds 4 роки тому

    That looks very impressive! Please work on an integration with Karbon so the Karbon and XBert tasks can be joined!!

  • @leahpash2906
    @leahpash2906 5 років тому

    your video slides went blurry after the section when loading your personal BAS Agent details. I understand you blurring it out for that part, but not the whole video.

    • @AATAU
      @AATAU 5 років тому

      Hi Leah, Thank you for making us aware of the issue. We will communicate with MYOB and do our best to get the issue resolved as soon as possible. Thank you kindly, AAT Team

  • @cathdd8638
    @cathdd8638 5 років тому

    Thanks again. Great info

  • @theyoungcfo245
    @theyoungcfo245 7 років тому

    Any MoU signed between both institutes? Please let me know.

    • @AATAU
      @AATAU 6 років тому

      Thank you for your question. There is no MOU. The AAT had long been “sponsored” by the 3 major accounting professional bodies. The arrangement was recently amended to reflect the needs and interests of AAT and the 3 bodies.

  • @arnaldo_AELS
    @arnaldo_AELS 7 років тому

    This is great ! An educational platform is what I find very interesting for growing in confidence and technique !