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Accounting Technology Fireside chat

Accounting Technology Fireside chat

Author: Lauren Keeves

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Nick and Trevor have been working in and around technology for accountants for over 10 years and have some super insights on the way things are moving and how accountants can be more efficient. Join them for their fireside chat about the latest and greatest in this space.
39 Episodes
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Welcome to Season 3 of the Accounting Technology Fireside chat. Returning for 2022, in this Episode, Nick and Trevor discuss Automation and Workflow Automation in accounting firms and move on to how regulation can improve automation in Self Managed Super funds and detract from it in Individual Tax Returns.
In this episode, Trevor and Nick Explore Microsoft Power Automate and discuss how process automation can increase customer satisfaction and improve relationships.
Email Migration

Email Migration

2021-10-2026:11

In this episode, Trevor and Nick discuss email migration and the issues around this complex topic. This is a must-listen if you are planning to move to a different email system in the future.
Before COVID, the XERO and accounting market was buzzing with new apps. These all seem to have gone quiet. Join Trevor and Nick as they discuss this and chat about some reasons why.
In this episode, Trevor and Nick give their opinions on what happened to Facebook this week and whether you are safe in the Cloud.
Join Trevor and Nick as they explore the power of the Microsoft Power Platform and what it might mean for your business.
In this episode, Trevor and Nick discuss the Microsoft Power Platform, how it works, and how it will help your business get ahead!
Our Journey

Our Journey

2021-09-1528:17

In this Episode, Nick and Trevor discuss their journey over the last 7 years, what caused an accountant to team up with a Software Developer and what we've learned.
In this episode, Nick and Trevor discuss whether or not you should build your own software, what are the repercussions and whether you should buy instead?
In this episode of the Accounting Technology Fireside Chat, Trevor and Nick discuss Note Taking.
Join Nick and Trevor as they discuss the impacts and resolution to spam, phishing and whaling.
In this episode, Trevor and Nick discuss the drawbacks of running your business on spreadsheets and how to move towards a more robust mechanism for running your finances and business processes.
Is your data safe?

Is your data safe?

2021-07-0626:49

In this episode of the Accounting Technology Fireside chat, Nick and Trevor discuss the recent ransomware attack against the Remote Monitoring tool, Kaseya and discuss whether your IT provider is that best way to secure your data.
Automation, ML or AI?

Automation, ML or AI?

2021-06-3026:12

In this episode of the Accounting Technology Fireside Chat, Nick and Trevor discuss the merits of Automation, Machine Learning and Artificial Intelligence and how you can apply this to your practice today
In this episode, with Trevor back in Lockdown, Nick and Trevor discuss the benefits and drawbacks of open plan offices, whether they are more or less productive and how the Pandemic has affected how people work together.We discuss whether you are more effective from home, in a single office or in an open plan office.
With Trevor's company moving over the next week, Nick and Trevor discuss the questions:Do I still need network cabling?Do I still need a server?Listen for a no-hold-barred discussion on why you don't need expensive network cabling and servers in your accounting firm anymore
In this episode, Nick and Trevor continue their discussion about document management for accountants and discuss how to use OneDrive as a scratch pad and move files to the right place all in the cloud.
In this Episode, Trevor and Nick discuss document management, detailing what accounting firms do with documents, how they work with them, and how a basic theoretical system works.If you're looking to adopt document management or just want to understand more, listen to this episode to get a view of just what Document Management is, and what problems is it trying to solve.
In this episode, Nick and Trevor discuss the vast array of tools and apps available in Office 365 and Microsoft teams. Listen to this session which was streamed live to hear what are your opportunities for automation
In this episode, Trevor and Nick discuss Microsoft Teams, its opportunities for Automation and how this can be adopted in a practice and what benefits it brings.
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Comments (1)

Shael 001

The multi-channel approach consists of making yourself present to a prospect via different channels. Scrape data from Linkedin https://dripify.io/features/leads-data-export-to-csv/ with Dripify email scraper By sending a request on LinkedIn then an email then retweeting the prospect's content. This approach offers the best conversion rates but is very time consuming and often unstructured.

Oct 9th
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