A new chapter kicks off in the Tech Edition of All Aussie Accounting Adventures as Amy welcomes Will to the co host hot seat. And yes, we get straight into the juicy bits, because what’s an accounting podcast without a little talk about risk, reward, and leaving a comfy Big Tech job to start your own firm?

Will shares the winding path from Sydney cadet accountant to becoming Xero’s very first Australian finance hire and got a front row seat to how fast tech companies really move. Along the way he picked up a few lessons about how accounting works differently across the world and why the humble bookkeeping and tax workflow still runs the show.

Eventually the corporate life lost its shine and Will made the leap many accountants dream about but quietly avoid. He opened his own lean, client first practice built on trust, clear pricing and the brave art of saying “no thanks” to the wrong clients. We chat about why accountants love to undercharge, why winning about 40 percent of proposals is actually a healthy sign, and how doing great work for one trade can spark a referral chain that keeps the phone ringing.

Of course, this is the Tech Edition, so we also lift the bonnet on the tools. No shiny object syndrome here. Will shares his tech stack, with trusty spreadsheets still doing a fair bit of the heavy lifting. It’s scrappy, practical and very real.

If you’re dreaming about starting a practice, rethinking your pricing, or building a firm that works for your life instead of running it, this episode is packed with stories, lessons and a few laughs along the way.

So grab your headphones, accountant adventurer. The journey just got a new co pilot.

AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS
Account Kit | Bringing compliance tools, workflow and document management all-in-one place. Reduce clicks and stop context switching between all your apps. Discover the power of AccountKit.

Tax Fitness | Tax planning and top 20% benchmarking software for accounting practices. Turn compliance meetings into paid advisory.

Spotlight Reporting | Reporting, Forecasting, Consolidation & ESG, all in one place. It is visually engaging in-depth analysis, perfect for accounting firms to deliver advisory services and businesses to improve their decision making.

FOLLOW US
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
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Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X
podcast@accountingadventures.com.au

CHECK US OUT
ALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!
Illumin8 | Purpose-led cloud-driven accounting humans
Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.
Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle.

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
Da...

Breaking up with a client shouldn’t feel like jumping out of a plane with no parachute, but let’s be real, sometimes it totally does. In this episode, Amy and Jack get into the gloriously messy business of saying “thanks, but no thanks” to clients who drain your team, margins, and will to live.

We unpack the emotional hurdles (hi, guilt and cashflow panic), the sneaky red flags you’ve probably been ignoring (late emails, late payments, and way too many “quick questions”), and the legit steps to offboard like the polished pro you are with the a sprinkle of tech thrown in, as always. Whether it’s setting firmer boundaries, scoring clients like you score staff, or finally sending that “we’re not the right fit” email, we’ve got you.

You’ll learn how to:

• Spot energy-zapping red flags early
• Use client KPIs (yes, that’s a thing) to assess fit
• Price for friction, or show them the door, gently
• Handle offboarding like a boss (ethical letters, docs, ledgers, oh my)
• Deal with churn, silent exits, and awkward online reviews with grace and grit

So if you’re ready to protect your peace and kick that chaos to the curb hit play and join us on the next tech adventure.

And ... for some big poddie news, you have to listen to the end of the episode, I'm not crying ... you are!

AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS
Practice Protect | Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform.

XBert | Futurise the way you work with the AI quality control suite integrated with smart workflow management tools that's creating self-proclaimed rockstars

Planet Consulting | We work with firm owners and managers who want to run better businesses and achieve their version of success. We have the experience and knowledge to help you get clear on what that success looks like for you and support and guide you on the journey to achieve it.

FOLLOW US
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
Accounting Adventures | Facebook
Accounting Adventures | LinkedIn
Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X
podcast@accountingadventures.com.au

CHECK US OUT
ALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!
Illumin8 | Purpose-led cloud-driven accounting humans
Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.
Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle.

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
Da...

Is your month-end more “mayhem” than “method”? Because Amy and Jack are back and this time they are turning the dreaded monthly close into your firm’s most valuable hour (no, seriously).

We unpack what a modern month-end actually looks like (spoiler: less chaos, more calm), how to build a service clients rave about, and the secret sauce to transforming accuracy into real advantage. From spotting when a client’s ready for monthly magic to knowing when they’ve outgrown outsourcing, we’ve got the cues, the scopes, and the sanity-saving handovers covered.

Tech-wise? Oh, we go there. Think:

• Spend management that shuts down noise faster than a CFO in a boardroom.
• Payroll and HR tools that grow with your clients, even when they start hiring in Timbuktu.
• Reporting that goes beyond “meh” dashboards to chef’s kiss board packs.
• Forecasting that doesn’t make you want to cry.
• And automation that makes prepayments and intercompany less “WTF” and more “handled.”

We even talk workflows, BI, e‑com, inventory, and exactly when to pitch that fractional CFO magic without sounding like you're making it up as you go.

So if you’re tired of chasing apps like a toddler at a tech expo, or just want to run a smoother month-end without losing your marbles, this one's for you.

🎧 Hit follow, share with your favourite accounting sidekick, and drop us a review so more legends can turn month-end from a migraine into a money move.

AAAAA IS PROUDLY BROUGHT TO YOU BY OUR SPONSORS
Practice Protect | Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform.

Planet Consulting | We work with firm owners and managers who want to run better businesses and achieve their version of success. We have the experience and knowledge to help you get clear on what that success looks like for you and support and guide you on the journey to achieve it.

FOLLOW US
www.accountingadventures.com.au
Accounting Adventures (@accadvpodcast) | Instagram
Accounting Adventures | Facebook
Accounting Adventures | LinkedIn
Aly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X
podcast@accountingadventures.com.au

CHECK US OUT
ALL IN Advisory | Your squad of award-winning accountants, tax wizards & biz visionaries, perfectly tailored to elevate your biz. Let's soar together!
Illumin8 | Purpose-led cloud-driven accounting humans
Clarity Street | Bringing clarity, time & ease to your practice. Your accounting systems, people and processes working together. Simply. Seamlessly.
Dowling Buckley | Accountants showing biz owners efficient and compliant tax strategies for balancing ownership, investing and lifestyle.

MUSIC
ENTENTE (@ententemusic) | Instagram
PRODUCTION
Da...