How to KonMarie Your Trust Account at EOFY Are you obsessed like us and an avid follower of the #konmarie method of tidying up? If so, then you’ll have probably watched Marie Kondo’s series in full on Netflix – Tidying Up with Marie Kondo. For those of you not on the tidying movement (for the uninitiated you should really give ... read more >>
In our previous blog, we discussed the beauty of checklists and how they can save us from making a mountain mistake out of a molehill. The creation of a simple checklist can quickly and efficiently take your agency from one that makes countless small errors to one that runs seamlessly. So at this point you have your agency checklists in ... read more >>
Trust Accounting and Bookkeeping are very different entities. Yet despite being in different worlds, it is important that bookkeeping and trust accounting operate in succinct harmony. Some agencies may have one staff member managing the trust account and reconciling the general account. This is completely acceptable. Other agencies may keep the roles completely separate. Also acceptable. What is important is ... read more >>
Waiting til the Party Season is Over The start of the New Year is renowned for assessing your current situation - whether it be electricity, insurance, private health, marriage (kidding) - and upgrading or switching to a better deal. New year, new a start and all that. For some services, the New year is a great time to make a ... read more >>
Licensee holidays. They can be as elusive as snow on the roof on a hot Aussie Christmas Day. Yet, they can be done! Gone are the days where as Licensee you are all but forbidden to take some precious annual leave. No longer are you tied to the physical compound of your desk. With all the amazing advances that come ... read more >>
This month we are revisiting our oldest friend, reconciliation. Because, no matter how much love and attention we give this friend of ours, they seem to be the one that requires the most attention. It is a commonplace to receive last minute calls at EOFY from clients who have not reconciled their accounts for the entire year. Hence the need ... read more >>
I've Gone Live.... Now What? Last month we took you through the steps to successfully migrate your software in-house before the July 1st deadline. So at this point, you have successfully migrated your old software on a system-based server to a cloud-based server. Success! As an added bonus, you have maintained all your hair and not extracted a Coles week's ... read more >>
Your Software Migration Checklist to meet the July 1st Deadline Switching to a cloud-based server before this financial year? July 1st is the 'go live' deadline to make the switch from old system-based servers to cloud based solutions. Our migrations team have been tirelessly working around the clock this month to ensure we meet the 1st July ‘go live’ deadline. ... read more >>
We love software at End of Month Angels. If you haven't noticed, it is something we are very passionate about! We love that software can help to simplify our lives. It makes things easier - instead of harder. Now who wouldn't love that? Over the years we frequently discuss the importance of software compliance. Just check out a few of ... read more >>
Just as the real estate industry is undergoing a shift towards cloud-based solutions, the accounting industry is also progressing onwards and upwards since the introduction of Xero back in 2007. It's time to say goodbye to server-based bookkeeping systems. Our bookkeeper Wonderwoman and Office Manager Tracy is both Xero certified and a registered BAS agent. This month, she gives us ... read more >>
