Small Firm, Big Impact

Chartered Accountants Australian & New Zealand is about to release a brand new and exciting podcast. Designed to help our practice members take full advantage of the digital disruptive opportunities sweeping the accounting profession. Make sure you subscribe today and be among the first to hear episode one when it drops.See omnystudio.com/listener for privacy information.

Welcome to Shaping the Practice of Tomorrow, the 9-part podcast series, powered by CA Catalyst, designed to help our members in practice take full advantage of the digital disruptive opportunities sweeping the accounting profession. In this episode David Boyar talks to Rick Ellis, the CEO of Chartered Accountants Australia and New Zealand, before exploring global trends with Cindy Lenferna de la Motte, an expert in the future of work. Finally, David sits down with Emma Tibballs, a CA student representative on campus, to find out what future leaders want from the practices of the future. What are their thoughts on the future of work and accounting? Listen to find out.. CREDITS Guests:  Rick Ellis, CEO Chartered Accountants Australia and New Zealand Cindy Lenferna de la Motte, Future of Work Expert Emma Tibballs, CA Student Representative Host: David Boyar, Founder and MD at Sequel CFO   Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises incontract, negligence, tort, under statute, or otherwise.See omnystudio.com/listener for privacy information.

In this episode David Boyar talks RegTech, regulation technology. And we're fortunate to hear from Chris Jordan, the Australian Commissioner for Taxation, about his tips for the future, the tech focus of the ATO and why tech changes results in tax agents expecting more from regulators, and the knock-on effect for your clients. David also speaks about new RegTech, like e-invoicing, and is joined by Milan Cooper from First AML and Anthony Quinn from Arctic Intelligence to talk about the impact anti-money laundering procedures have had on New Zealand firms and to get a glimpse of what Aussie practitioners can look forward to in the future. We’ll kick off the conversation with Ron Lesh, the Founder and CEO of BGL Corporate Solutions, a company that's been producing RegTech for 30 years, to have a look at how far RegTech has come. So what’s RegTech all about and how will it impact us in the future? Listen to find out... CREDITS Guests: Chris Jordan, Australian Commissioner for Taxation Milan Cooper, Managing Director First AML Anthony Quinn, Founder at Arctic Intelligence and Co-Founder at AML Accelerate Ron Lesh, Founder and CEO of BGL Corporate Solutions Host: David Boyar, Founder and MD at Sequel CFO   Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.See omnystudio.com/listener for privacy information.

This episode features accountants from small firms to big, rural to urban, and young to experienced. It's broken up to focus on tech automation, as well as its benefits, and some tips on how to make the change to this new way of working, from people who've done it. At the start of the show, David Boyar talks to Shaye Thyer from BDO Drive who phrases the problem: We need more time! He then asks Adam Ramage from Morrows Group that, if this was true, whether tech solved the problem. CREDITS Guests: Shaye Thyer, Director, BDO Drive Adam Ramage, Principal, Biz Tech at Morrows Pty Ltd Rebecca Mihalic, Director, businessDepot Michelle Griffith, Partner, Investment Advisory & Wealth John Stewart, Managing Director, KPI Consulting Mike Atkinson FCA, Director, Bellingham Wallace Sonia Gibson, Founder & Director, Accounting Heart Host: David Boyar, Founder and MD at Sequel CFO Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises incontract, negligence, tort, under statute, or otherwise.See omnystudio.com/listener for privacy information.

This episode is focused on tech transformation. David Boyar talks to Alan Fitzgerald about how tech transformation is pretty simply everyone getting access to high level technology that previously, none of the big firms got to play with. We're going to learn about the foundational changes that have led to what an automated firm can do before hearing from Trent Innes from Xero and Caroline Wright from MYOB. But it's Australia’s Commissioner of Tax, Chris Jordan, who gives the greatest reason why we should adopt technology. Listen to find out more. CREDITS Guests: Alan Fitzgerald, Strategic Advisor, Taxlab Trent Innes, Managing Director, Xero Caroline Wright, Head of Product, MYOB Chris Jordan, Australian Commissioner of Taxation Host: David Boyar, Founder and MD at Sequel CFO Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises incontract, negligence, tort, under statute, or otherwise.See omnystudio.com/listener for privacy information.

In this episode David talks to Brad Eisenhuth, Founder and CEO of The Outperformer about rising the value chain as an accountant and kicks off the conversation by asking Brad for his views on the one skill accountants need to rise up the value chain. David catches up with Andy Hamilton, CEO at The Icehouse in Auckland to talk about what startups want from an accountant who has risen up the value chain. In their conversation, Andy shares the benefits that exist for startups that have access to experienced chartered accountants. The episode closes with Felicity Hill, Director at Greenlion Limited, who gives an enlightening insight into how she positions herself in the value chain with her clients. Listen to learn more. CREDITS Guests: Brad Eisenhuth, Founder & CEO, The Outperformer Andy Hamilton, CEO, The Icehouse Felicity Hill, Director, Greenlion Limited  Host: David Boyar, Founder and MD at Sequel CFO Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises incontract, negligence, tort, under statute, or otherwise.See omnystudio.com/listener for privacy information.

Without the right leadership, substantial change is difficult and near impossible, but what exactly can you do with your leadership capabilities and style to help enable the change needed to transform your practice? In this episode David Boyar FCA sits down with Founder and CEO of designCEO and former CEO of the Australian Football League (AFL) Cameron Schwab, to discuss and answer these very questions. David also explores the strategies and real-life experiences with fellow CA ANZ members and practitioners who have first-hand experience with leading change within a practice environment. Listen to find out more. CREDITS Guests: Cameron Schwab, Founder and CEO at designCEO Shaye Thyer CA, Director at BDO Drive Michelle Griffith, Partner – Investment Advisory & Wealth at TAG Financial Rebecca Mihalic CA, Director at businessDEPOT Mike Atkinson FCA, Director at Bellingham Wallace Host: David Boyar FCA, Founder and Managing Director at Sequel CFO   Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises incontract, negligence, tort, under statute, or otherwise.See omnystudio.com/listener for privacy information.

In this episode David Boyar discusses what a future firm could look like, focusing on three elements: How do you come up with a new business model? How do we price our firms? And: How do we attract and retain staff? David speaks to accountants doing things differently. Listen to find out more. CREDITS Guests: Jason Andrew CA, Co-Founder, SBO Financial Mike Atkinson FCA, Director, Bellingham Wallace Felicity Hill CA, Director, Greenlion Ltd Luke Kemeys CA, Director, nextAdvisory                   Host: David Boyar, Founder and MD at Sequel CFO   Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises incontract, negligence, tort, under statute, or otherwise.See omnystudio.com/listener for privacy information.

This episode is a full interview with Glin Bailey, an accountant and performance coach who specialises in developing structured ways to help individuals work on themselves to assist them to get to their desired outcome. David and Glin discuss the ways you can change an actual framework and help you adopt a growth mindset. They're tools that you can use every day to take advantage of the ideas we've shared throughout this show. So please relax, enjoy yourself and take note of this special interview with Glin Bailey CREDITS Guest: Glin Bailey, Founder, Heart of Human, Holistic Performance Coach Empowering Wellness, Wisdom & Wealth                  Host: David Boyar, Founder and MD at Sequel CFO DISCLAIMER This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.See omnystudio.com/listener for privacy information.

For this final episode, David Boyar focuses on something that makes Chartered Accountants stand together: community. Chartered Accountants’ work plays out in a similar fashion, and they can share experiences with each other because they know a fellow CA will understand. David is going to explore where your community is and how to be a part of it. Joining him is Lee Whitney, the Group Executive of Account Management and Strategic Planning of Chartered Accountant Australia and New Zealand. We'll then hear the story of Lance Rubin, a South African immigrant who used his CA to find his place in his new home, Australia, and to overcome his own conflict between getting value as a CA and finding his community. We hope you’ll enjoy this last episode of the series. CREDITS Guests: Lee Whitney, Group Executive of Account Management and Strategic Planning, Chartered Accountant Australia and New Zealand Lance Rubin, Partner, The Outperformer             Host: David Boyar, Founder and MD at Sequel CFO Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.See omnystudio.com/listener for privacy information.

In the first episode of Small Firm Big Impact, host John Schol and guests Amanda Gascoigne FCA and Chaz Prezident CA delve into the evolution of the public practice landscape - taking a look at the new challenges and opportunities, as well as revealing how to best care for your own business and people.See omnystudio.com/listener for privacy information.

This episode of Small Firm Big Impact is focused on building a positive impact with clients. John’s guests Mark Jenkins CA and Stacey Price CA share advice on the strategies and work practices to build meaningful and results oriented interactions and relationships with clients. They also explore useful tools and technology that can enhance the experience, as well as some excellent ideas for client acquisition.See omnystudio.com/listener for privacy information.

In this efficiency focused episode of Small Firm Big Impact, John and his guests Aly Garrett FCA and Clayton Oates discuss best practices, the systems and processes that would enable better collaboration, higher value outputs and better operational efficiencies. They cover everything from automation and system integration to how to monitor your tech stack. If you’re ready to take the next steps to free up capacity within your operations, tune in for tips on how to transition to a more efficient and effective practice.See omnystudio.com/listener for privacy information.

In this episode of Small Firm Big Impact, John Schol asks the big question - is compliance really on the brink of extinction? With his guests Paul Young and Matthew Prouse, they look at best practice, areas of growth, and how to remain competitive in the compliance space. To learn about the new era of compliance and its favourable future, listen in here.See omnystudio.com/listener for privacy information.

This episode of Small Firm Big Impact is all about advisory. What is it? What are the best methods of implementing it? And how do you reap the benefits of it once you’ve developed it? Sharing their insights and expertise on how to start simply, ask the right questions, and develop your advisory, is Katie Bryan CA and Steve Mundy CA.See omnystudio.com/listener for privacy information.

More data is being created each day than ever before, but how can you harness its powers to benefit you and your clients, as well as keep it secure so you stay on the right side of the law? In this episode, host John Schol CA, CEO at Malloch McLean, speaks with Sarah Giannikouris, Director TCA Accountants & Bookkeepers and Vinay Iswar CA, Managing Director, betterCo. who share their expertise on the benefits of data capture, analysis, and keeping it secure. Listen here and discover how data makes your practice smarter.See omnystudio.com/listener for privacy information.

Host John Schol FCA chats with Georgina Tate, HR Manager at HLB Mann Judd, Sydney and Lachie Shannon, a culture and performance specialist as they share their insights in fostering talent, the best way to approach training programs, and how to use a growth roadmap to identify skills development.See omnystudio.com/listener for privacy information.

Host John Schol FCA talks to Greenlion director Felicity Hill CA and Dr Marcus Bowles, chair of the Institute for Working Futures, about the skills accountants need to thrive over the next 10 years. They outline what key capabilities your firm should have right now, and how to develop them for the future.  CA Capability+ helps you identify and build the capabilities you need to stay relevant, succeed and prosper in the accounting profession, now and into the future. Start your CA Capability+ assessment here.See omnystudio.com/listener for privacy information.

Host John Schol FCA, speaks to former CA ANZ president and Grant Thornton partner Darren Scammell FCA, along with Antz Rohan CA, director at Fairground Limited, about the very real bottom-line benefits that flow from ESG and integrated reporting. They also outline how to go about it, and where the best place is to start. Find out more information on integrated reporting here.See omnystudio.com/listener for privacy information.

Host John Schol FCA chats to GrowthMD’s Kelly Chard CA and Brad Turville from Modern Firm Practices about how to move from a jack of all trades to a specialist. They discuss the advantages and the downsides, and how do you decide what to specialise in? Do it right - and as well as attracting more business, you may open the door for opportunities for your own career development. Chartered Accountants ANZ offer niche areas of the profession that you can specialise in. Explore how you can become a CA Specialist here.See omnystudio.com/listener for privacy information.