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Accounting firm team meeting discussing role clarity and responsibility definition with admin staff and qualified accountants collaborating on efficient workflow processes

How to Build Teams That Don’t Waste Time

  • by Clayton Wood
  • June 26, 2025June 26, 2025

Want to build teams that actually work? Picture this: Sarah, a qualified accountant earning $80,000 a year, sits across from a new client. For the first fifteen minutes, she asks questions like “What’s your phone… How to Build Teams That Don’t Waste Time

Stressed accounting team during chaotic re-engagement season versus calm organized team using systematic workflow management tools

How to Build Processes Your Team Will Actually Follow

  • by Clayton Wood
  • June 26, 2025June 26, 2025

It’s July. Again. Your phone won’t stop ringing. Clients are suddenly remembering they need tax returns done. Your admin team looks exhausted – they’ve been manually sending hundreds of follow-up emails this week alone. And… How to Build Processes Your Team Will Actually Follow

Professional accountant and client having an efficient meeting with organized preparation systems, showing improved client experience through proper meeting management

Client Meeting: How to Fix the 10-Minute Meeting Disaster

  • by Clayton Wood
  • June 26, 2025June 26, 2025

Remember when you used to actually look forward to client meetings? Before they became 10-minute data entry sessions disguised as professional consultations? Here’s what happened to Sarah last Tuesday. New client, tax return appointment, premium… Client Meeting: How to Fix the 10-Minute Meeting Disaster

Systems and processes are important steps to getting it right

Process over Platform: From Reactive Chaos to Strategic Control

  • by Clayton Wood
  • June 26, 2025July 4, 2025

Stop rebuilding workflows from scratch every time. Here are the proven templates that accounting firms actually use to eliminate chaos and build predictable systems. What You’re Getting Remember that Monday morning feeling when everything seems… Process over Platform: From Reactive Chaos to Strategic Control

Automate EOFY Client Engagements & Stay TASA Compliant 2025

  • by Clayton Wood
  • May 30, 2025May 30, 2025

EOFY client engagement automation is revolutionising how Australian accounting firms manage their busiest period. But what if you could replace repetitive admin tasks and email chasing with seamless, automated workflows—while simultaneously ensuring compliance with your… Automate EOFY Client Engagements & Stay TASA Compliant 2025

Accountant verifying a client's ID for ATO compliance and client verification

ATO ID Verification Compliance: Are Your Checks Still Valid?

  • by Clayton Wood
  • March 5, 2025March 27, 2025

The Australian Taxation Office (ATO) and the Tax Practitioners Board (TPB) have recently reinforced their expectations for Client ID verification requirements, clarifying that many firms may not be meeting compliance standards. A major misconception? Client-Agent… ATO ID Verification Compliance: Are Your Checks Still Valid?

electronically signed engagement letters in seamlss with custom templates

Enhance Client Relationships with Customisable Engagement Letters

  • by Clayton Wood
  • April 16, 2023April 18, 2023

Streamline engagement letters for Australian accounting & bookkeeping firms with Seamlss. Enhance client relationships, ensure compliance, and simplify onboarding and annual re-engagements. Boost your firm’s efficiency with Seamlss’s innovative platform! #accounting #bookkeeping #Seamlss

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