Accounting Technology Fireside chat

39 Episodes
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By: Lauren Keeves

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.

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Automation and Workflow
Automation and Workflow episode artwork
01/11/2022

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.


Increase Customer Satisfaction through Automation [ATFSC]
Increase Customer Satisfaction through Automation [ATFSC] episode artwork
10/27/2021

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 episode artwork
10/20/2021

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.


Where have all the apps gone?
Where have all the apps gone? episode artwork
10/13/2021

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.


What Happened to Facebook
What Happened to Facebook episode artwork
10/06/2021

In this episode, Trevor and Nick give their opinions on what happened to Facebook this week and whether you are safe in the Cloud.


Microsoft Power Platform
Microsoft Power Platform episode artwork
09/30/2021

Join Trevor and Nick as they explore the power of the Microsoft Power Platform and what it might mean for your business.


Microsoft Power Platform
Microsoft Power Platform episode artwork
09/23/2021

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 episode artwork
09/15/2021

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.


Why Build your own software
Why Build your own software episode artwork
09/09/2021

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?


Note Taking - The Accounting Technology Fireside Chat
Note Taking - The Accounting Technology Fireside Chat episode artwork
08/24/2021

In this episode of the Accounting Technology Fireside Chat, Trevor and Nick discuss Note Taking.


Spam, Whaling and Phishing
Spam, Whaling and Phishing episode artwork
07/20/2021

Join Nick and Trevor as they discuss the impacts and resolution to spam, phishing and whaling.


Can we get rid of Spreadsheets?
Can we get rid of Spreadsheets? episode artwork
07/14/2021

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? episode artwork
07/06/2021

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? episode artwork
06/30/2021

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


To Open Plan or Not to Open Plan
To Open Plan or Not to Open Plan episode artwork
06/01/2021

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.


Do I need Cabling or a Server?
Do I need Cabling or a Server? episode artwork
05/18/2021

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


Document Management Part 2
Document Management Part 2 episode artwork
05/11/2021

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.


Document Management Part 1
Document Management Part 1 episode artwork
05/04/2021

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.


Automation with Teams Apps
Automation with Teams Apps episode artwork
04/21/2021

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


Practice Automation with Microsoft Teams
Practice Automation with Microsoft Teams episode artwork
04/13/2021

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.


Your Map to the Cloud
Your Map to the Cloud episode artwork
04/07/2021

Welcome back to the Accounting Technology Fireside Chat. In this Episode, Nick and Trevor discuss your map to the cloud, or how to choose the right technology for your practice given the hundreds of options available.


Episode 19 - Telephony
Episode 19 - Telephony episode artwork
10/29/2020

In this episode, Trevor and Nick discuss telephony, how it works in the modern world and how to enable your business with new tech (including drawbacks)


Episode 18 - Application Sprawl
Episode 18 - Application Sprawl episode artwork
10/22/2020

Listen while Trevor and Nick discuss application sprawl or why you have purchased more software than you need.


Basically this episode saves you money.


Episode 17: So you really want to write software
Episode 17: So you really want to write software episode artwork
10/07/2020

Trevor and Nick discuss the pros and cons of writing software yourself.


Episode 16: APIs
Episode 16: APIs episode artwork
10/01/2020

Join us as Trevor and Nick discuss APIs, what they are and how they work.


Episode 15: Ideal Configurations
Episode 15: Ideal Configurations episode artwork
09/16/2020

In this Episode, Trevor and Nick discuss ideal configurations for different staff in accounting firms


Episode 13: Document Ownership - Live-streamed
Episode 13: Document Ownership - Live-streamed episode artwork
09/02/2020

In this Episode, Trevor and Nick discuss document ownership, who owns your documents and what formats they are. Useful for those thinking about a document management platform.


Episode 12: What is the cloud - Livestreamed
Episode 12: What is the cloud - Livestreamed episode artwork
08/19/2020

In this episode, Trevor and Nick discuss the meaning of the term Cloud. This episode was livestreamed on Twitter.


Episode 11 - Practice Security
Episode 11 - Practice Security episode artwork
08/12/2020

In this episode, Trevor and Nick discuss security, the dark web and more.


During the episode, they discuss a podcast episode on the dark web, available here: https://castbox.fm/episode/id3084888-id296112915?utm_source=podcaster&utm_medium=dlink&utm_campaign=e_296112915&utm_content=Tribetech%20Weekly%20Winedown%2006%20-%20The%20Dark%20Web-CastBox_FM


Episode 10 - Practice Technology
Episode 10 - Practice Technology episode artwork
07/29/2020

In this Episode, Nick and Trevor discuss technology relevant to an accounting firm and talk about best practices in your firm when choosing your tech.


Episode 9 - Scanning
Episode 9 - Scanning episode artwork
07/22/2020

In this episode, Trevor and Nick discuss the paperless accounting firms, scanning hardware and software and the discipline and benefits of being a paperless firm.


Episode 8 - Managed Services
Episode 8 - Managed Services episode artwork
07/15/2020

In this episode we have Scott Atkinson from Tribetech chatting to us about managed services and how they apply to the Accounting Industry.


For more information on TribeTech (www.tribetech.com.au)


Episode 7 - Covid and More
Episode 7 - Covid and More episode artwork
07/08/2020

Join Trevor and Nick as they discuss, working from home, COVID-19, IT Security and more.


Episode 6 - Value Based Pricing
Episode 6 - Value Based Pricing episode artwork
05/28/2019

In this Episode, missing a very busy Trevor, Nick discusses Value-based pricing, its effect on other industries and which items to consider when thinking about how you bill clients.


Episode 5 - IT makes your job easier
Episode 5 - IT makes your job easier episode artwork
05/21/2019

In this episode, Nick and Trevor are joined by Luke Butler from Needus (www.needus.com.au). They talk about the differences between IT recruiting and staff and Accounting. There are lots of references to how IT and great people can change your worldFind Luke at:lukeb@needus.com.auhttps://www.linkedin.com/in/lubutler+61 413 734 079


Episode 4 - Customer Relationship Management (CRM)
Episode 4 - Customer Relationship Management (CRM) episode artwork
05/07/2019

In this episode, Trevor and Nick discuss Customer Relationship management and its use for the entire customer life cycle. This leads to a discussion on systems automation, Artificial Intelligence and Value Based Pricing.


Episode 3 - Telemarketing with Matthew Cowan
Episode 3 -  Telemarketing with Matthew Cowan episode artwork
04/30/2019

Trevor and Nick are joined by Matthew Cowan from Matthew Cowan Prospecting, one of the leading providers of telemarketing services to give his candid insights into the use today of telemarketing. Checkout his book at: http://amzn.asia/5ZEzHmN Matt can be reached at matthew@cowanprospecting.com


Episode 2 - Marketing
Episode 2 - Marketing episode artwork
04/23/2019

In this episode, Nick and Trevor discuss marketing for accountants and small and medium businesses


Episode 1 - The IT Industry in Small and Medium Business
Episode 1 - The IT Industry in Small and Medium Business episode artwork
04/16/2019

In this episode, Nick and Trevor discuss cloud computing, the IT industry, anti-virus and more, finding out what is affecting accounting firms and their technology and what is holding us all back.