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Xero Migration Migraines

I’ve been knee-deep in Xero migrations for the past month, gearing up to wrap up the sixth one in just three weeks. Every migration is a unique beast—no two are alike in scope or complexity. Each demands meticulous planning and execution, with a myriad of stakeholders to consider. The challenge is immense: striking the right balance to ensure everyone sees this change as an upgrade rather than a setback. How do you tackle that? How do you make sure no one feels short changed by the switch to Xero?

Intention vs Implementation: A post-event guide

Attending events like the Digital Accountancy Show can ignite a firework display of ideas and inspirations. However, all too often, the spark fades as soon as we step back into the daily grind.

Let’s not just add pages to our notebooks; let’s write new chapters in our professional stories.

On the fence: charging for client onboarding

Imagine the scene: You’ve just secured a new client after weeks, perhaps months, of pitches, meetings, and demonstrations of your unmatched expertise. The handshake virtual or otherwise, is barely concluded before the thorny question arises: Should you charge for onboarding this new client?

Balancing the Weight of Recommendations

  • Tech

In the fast-paced, digital-first world we inhabit, the role of accountants has never been more critical. The expectations placed upon these professionals stretch far beyond the meticulous scrutiny of numbers.

Should we be so quick to exchange security for convenience, particularly when it pertains to business and client funds?

The Amazon Effect: Unfair Judgement?

It’s hard not to notice the giant shadow cast by the likes of Amazon and other on-demand behemoths. These digital titans have recalibrated what “speedy service” means, and now, everyone, expects lightning-fast responses and Amazon Prime-level efficiency in all aspects of their lives, including their dealings with accountants. So, the million-dollar question (or perhaps, in our world, the million-dollar discrepancy): Are client expectations too high, or do we need to up our game?

Unengaging Engagement Letters

In the world of professional services, engagement letters and schedules of services are as foundational as the principles of double-entry bookkeeping. They delineate the scope of work, outline responsibilities, and establish the legal and financial terms under which services are rendered. Yet, the necessity of these documents raises an intriguing question about the nature of the professional-client relationship: Do they enhance trust and flexibility, or do they foster a rigid, transactional relationship?

AI Assistants in Accounting

In an era where technology rapidly evolves and integrates into every fabric of business, the recent announcements by giants like QuickBooks, Sage, and Xero about integrating AI assistants into their products were meant to herald a new dawn for small businesses. At first glance, this innovation seems like a major win, promising to make information access and routine tasks more manageable for small business owners. Yet, beneath the surface of these advancements lies a significant challenge that could potentially undermine the entire endeavour.

Managing the Human Balance Sheet

Ah, accountants. The mere mention of the profession conjures images of bespectacled individuals hunched over calculators and spreadsheets, surrounded by towering stacks of paper tax returns. The layperson’s view of accountancy is often distilled into a series of stereotypes: number crunchers, tax wizards, or financial gatekeepers. But peel back the layers of ledgers and tax codes, and you’ll discover a role far more complex, interesting, and emotionally charged than its stereotype suggests.

Not Your ‘Not Your Average Accountant’

There’s a growing trend among accountants to market themselves as ‘not just your average accountant.’ It’s become such a common mantra that I wonder if the attempt to stand out has inadvertently created a new average.

Embracing Neurodiversity: The Superpower in Accountancy

In the intricate world of accountancy, where precision meets strategy, the revelation of being neurodiverse might initially seem like stepping into uncharted waters. However, this journey could very well unveil a spectrum of strengths, transforming perceived challenges into unparalleled advantages. Let’s dive into how neurodiversity, particularly within the autism spectrum, can morph into a formidable asset in accountancy, and how colleagues can foster an environment where everyone, neurodiverse or not, thrives in harmony.