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!

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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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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...

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...

Jack and Amy take you behind the 'tech' scenes at XeroCon. With over 3,500 attendees and enough tech news to crash your browser, it really is the Coachella of accounting.

From the flashy product reveals to the quiet coffee chats that spark big ideas, we dig into all the latest. Xero’s new Partner Hub is aiming to be your one-stop dashboard dream, Jax AI is flexing some serious smarts thanks to a new OpenAI partnership, and Work Papers is teaming up with BGL to make compliance just that bit smoother.

Payments were the buzzword of the week, with nearly every app provider adding some kind of solution. And with AML requirements looming, there’s a wave of new tech surfacing to help firms stay ahead.

The app ecosystem’s not slowing down either. Tools like Link, Content Snare and FYI are rolling out upgrades like nobody’s business.

Oh, and if you're heading to the Safari Glitterati wrap party tonight… come say hey! We’ll be the ones nerding out over app stacks in between dance breaks.

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...

Take a deep breath. The new financial year has begun, and it's time to set your accounting practice up for success rather than stress. Whether you're celebrating a fresh start or still finalising last year's loose ends, this episode provides the roadmap you need.

Amy & Jack dive into the four pillars of effective practice planning that will transform your year ahead: annual engagement reviews, capacity planning, team management, and technology assessment. From ensuring client agreements are updated and transparent to mapping your workflow for the entire year, we offer practical strategies that create clarity and reduce chaos.

For firm owners & practice managers feeling overwhelmed by compliance demands, technology options, or staffing challenges, our actionable framework provides relief. By implementing these strategic planning elements now, you'll transform reactive firefighting into proactive management, creating space for growth and client value.

So strap yourself in for another accounting tech adventure and take control of your practice's future today. The financial year reset is your opportunity to build the accounting firm you've always wanted – organised, profitable, and purposeful.

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

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...

Client relationships start long before the first deliverable—and your onboarding process sets the tone. In this episode, Amy and Jack get real about what it takes to create a streamlined, scalable onboarding experience that builds trust from day one.

They break down the core components of an effective onboarding system—think clear processes, the right tools, and a team that knows exactly what to do. From proposals and welcome emails to internal workflows and client-facing systems, this conversation covers the practical steps that make a big difference.

You’ll also get a behind-the-scenes look at the tech stack that powers the process, including tools like Seamless, Content Snare and Ignition, and honest thoughts on what’s worth automating—and what still needs a personal touch.

Whether you’re onboarding five clients or fifty, this episode is packed with strategies to help you deliver a professional, consistent experience every time so get on board the tech accounting adventure and take a listen.

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.

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...

🎧 CRM or C-R-Meh? Let’s Talk About It.

Customer Relationship Management systems: the name alone sounds like something you'd buy at a corporate garage sale. And for accountants? Confusion often comes free with purchase. Should your practice dive into one? Will it actually help—or just become another fancy dashboard you never open?

Fear not as Amy and AJack are on the case! In this episode, they untangle the CRM knot with the precision of a reconciled bank statement (yes, pun fully intended).

Here’s the kicker: Unlike most businesses chasing leads like it’s a Black Friday sale, accounting firms often grow through good ol' fashioned referrals. That means CRMs built for cold outreach and hyper-funnel nonsense might not fit quite right. Before you start signing up for trials like it’s your hobby, ask yourself this: Are you really looking to grow beyond your referral base—or just romanticising automation?

From HubSpot’s mighty free tier to some niche tools that speak accountant-fluent, Amy and Jack walk through your options. But wait—there’s more (and it’s not a subscription upsell). They also dive into the human side of CRM use. Because let’s face it: if you’re still the one doing everything yourself, no system is gonna save you from CRM chaos.

It all comes down to this: are you an accountant who owns a business... or a business owner who runs an accounting practice? That mindset shift can make or break your CRM journey.

Whether you're CRM-curious or just trying to figure out what those three letters even stand for, this episode is your practical, slightly sassy guide to smarter client management.

AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS
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...

A lot has changed since Amy and Jack first dove into the world of AI, and let’s just say—we’re now deep seeking some seriously powerful tools (get it?). From streamlining client onboarding to upgrading your social media game, AI isn’t just a flashy gadget; it’s becoming the ultimate sidekick for accountants.

In this episode, Amy and Jack break down:
⚡ The must-have AI tools for your tech stack (because not all heroes wear capes, but they do use automation)
🤖 How AI can actually make onboarding smoother—no more chasing docs like a mad tax-season gremlin
🚀 The best AI-powered apps for accounting (because moving slow is so last season)
📱 AI + social media = content wizardry (or at least fewer “what should I post?” meltdowns)

If Tony Stark were an accountant, he’d be all over this—so suit up, hit play, and let’s talk AI! 🎧🔥

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

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...