Breaking up with a client shouldn’t feel like jumping out of a plane with no parachute, but let’s be real, sometimes it totally does. In this episode, Amy and Jack get into the gloriously messy business of saying “thanks, but no thanks” to clients who drain your team, margins, and will to live.

We unpack the emotional hurdles (hi, guilt and cashflow panic), the sneaky red flags you’ve probably been ignoring (late emails, late payments, and way too many “quick questions”), and the legit steps to offboard like the polished pro you are with the a sprinkle of tech thrown in, as always. Whether it’s setting firmer boundaries, scoring clients like you score staff, or finally sending that “we’re not the right fit” email, we’ve got you.

You’ll learn how to:

• Spot energy-zapping red flags early
• Use client KPIs (yes, that’s a thing) to assess fit
• Price for friction, or show them the door, gently
• Handle offboarding like a boss (ethical letters, docs, ledgers, oh my)
• Deal with churn, silent exits, and awkward online reviews with grace and grit

So if you’re ready to protect your peace and kick that chaos to the curb hit play and join us on the next tech adventure.

And ... for some big poddie news, you have to listen to the end of the episode, I'm not crying ... you are!

AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS
Practice Protect | Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform.

XBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstars

Planet Consulting | We work with firm owners and managers who want to run better businesses and achieve their version of success. We have the experience and knowledge to help you get clear on what that success looks like for you and support and guide you on the journey to achieve it.

FOLLOW US
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
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Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X
podcast@accountingadventures.com.au

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ALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!
Illumin8 | Purpose-led cloud-driven accounting humans
Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David Easton (@davidjeasty) | Insta...

Is your month-end more “mayhem” than “method”? Because Amy and Jack are back and this time they are turning the dreaded monthly close into your firm’s most valuable hour (no, seriously).

We unpack what a modern month-end actually looks like (spoiler: less chaos, more calm), how to build a service clients rave about, and the secret sauce to transforming accuracy into real advantage. From spotting when a client’s ready for monthly magic to knowing when they’ve outgrown outsourcing, we’ve got the cues, the scopes, and the sanity-saving handovers covered.

Tech-wise? Oh, we go there. Think:

• Spend management that shuts down noise faster than a CFO in a boardroom.
• Payroll and HR tools that grow with your clients, even when they start hiring in Timbuktu.
• Reporting that goes beyond “meh” dashboards to chef’s kiss board packs.
• Forecasting that doesn’t make you want to cry.
• And automation that makes prepayments and intercompany less “WTF” and more “handled.”

We even talk workflows, BI, e‑com, inventory, and exactly when to pitch that fractional CFO magic without sounding like you're making it up as you go.

So if you’re tired of chasing apps like a toddler at a tech expo, or just want to run a smoother month-end without losing your marbles, this one's for you.

🎧 Hit follow, share with your favourite accounting sidekick, and drop us a review so more legends can turn month-end from a migraine into a money move.

AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS
Practice Protect | Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform.

Planet Consulting | We work with firm owners and managers who want to run better businesses and achieve their version of success. We have the experience and knowledge to help you get clear on what that success looks like for you and support and guide you on the journey to achieve it.

FOLLOW US
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
Accounting Adventures | Facebook
Accounting Adventures | LinkedIn
Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X
podcast@accountingadventures.com.au

CHECK US OUT
ALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!
Illumin8 | Purpose-led cloud-driven accounting humans
Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David Easton (@davidjeasty) | Insta...

In this tech episode, Amy and Jack ask the big, messy question: Has tech become the frenemy of the modern firm?

We’ve all been there, download now, regret later. You start with one shiny app to fix your workflow… then another to “streamline” things… and suddenly you’re knee-deep in subscriptions, paying $49.99/month to maybe use 10% of what it can do. It's like buying a gym membership for one yoga class and a free water bottle.

Amy and Jack flip the tech-loving script and go full-on devil’s advocate, poking at the paradox: Are we solving problems or just subscribing to them?

Inside this episode:

• The red flags your tech stack is stacking against you
• How to Marie Kondo your apps without crying over cancelled trials
• A step-by-step framework for trimming the fat before adding more automation
• The rise of "apps to manage your apps" (Yes. That’s real. We’re not making it up. We wish we were.)

Plus: Jack confesses how many subscriptions he actually has (hint: it's embarrassingly high), and Amy stages a full blown intervention. So join us on our anti tech-tech adventure.

AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS

Ignition | Spending days engaging clients? Chasing late payments? Dealing with scope creep? We get it. Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payments and workflows in a single platform

XBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstars

FOLLOW US
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
Accounting Adventures | Facebook
Accounting Adventures | LinkedIn
Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X
podcast@accountingadventures.com.au

CHECK US OUT
ALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!
Illumin8 | Purpose-led cloud-driven accounting humans
Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.
Mayday | Revolutionise your finance teams multi-entity month end through real-time accounting

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
David Easton (@davidjeasty) | Insta...