On the back of a tweet from a self confessed (USA) thought Leader who is just flogging software. Paul asked, “Should small businesses start with a review of the tech available or start with their own processes and how to improve it which might include software?”

David


Use swimlanes to map processes


I use asana for my processes, for example we have a month end system for a client that covers what checks need to be done on automated data dumps, how to check manual journal calcs, what info we need from different people and asana is system used to CONTROL the process


Balance what you need with what tech can do.

Paul

3 tips for the Process vs Systems dilema:


Technology Must Start with Streamlined Processes


Solve a Problem. Don’t Just use a New System


Process Mapping

For more check out Freedom Mentoring



About Us

From the Trenches is brought to you by Paul Meissner from Freedom Mentoring and David Boyar from Sequel CFO. Proudly sponsored by BGL and The Outsourced Accountant.

On the back of a tweet from a self confessed (USA) thought Leader who is just flogging software. Paul asked, &ldquo;Should small businesses start with a review of the tech available or start with their own processes and how to improve it which might include software?&rdquo;
David
<ol data-rte-list="default">
<li>
Use swimlanes to map processes
</li>
<li>
I use asana for my processes, for example we have a month end system for a client that covers what checks need to be done on automated data dumps, how to check manual journal calcs, what info we need from different people and asana is system used to CONTROL the process
</li>
<li>
Balance what you need with what tech can do.
</li>
</ol>
Paul
3 tips for the Process vs Systems dilema:
<ol data-rte-list="default">
<li>
Technology Must Start with Streamlined Processes
</li>
<li>
Solve a Problem. Don&rsquo;t Just use a New System
</li>
<li>
Process Mapping
</li>
</ol>
For more check out <a href="https://www.freedommentoring.com/">Freedom Mentoring</a>

About Us
<a href="https://www.fromthetrenches.com.au/">From the Trenches</a> is brought to you by <a href="https://www.linkedin.com/in/meissnerpaul/">Paul Meissner</a> from <a href="https://freedomaccountingsystem.com/">Freedom Mentoring</a> and <a href="https://www.linkedin.com/in/davidboyar/">David Boyar</a> from <a href="https://www.sequelcfo.com/">Sequel CFO</a>. Proudly sponsored by <a href="https://www.bglcorp.com/">BGL</a> and <a href="https://theoutsourcedaccountant.com/">The Outsourced Accountant</a>.

In the age of FAKE NEWS, brave souls are needed to fight through the noise and give accountants in practice the support and information they deserve. 
David Boyar and Paul Meissner share a passion for the role Accountants play in the Australian economy. As the engine room of the economy, small - medium businesses rely on their accountant for technical knowledge, business acumen and professional (and often personal) support. As the way accountants work (through technology) and service (through new services like Virtual CFOs) changes, we have to ask If accountants are helping their client’s, who is helping Accountants? 

If you read the Accounting Industry news and listen to the industry leaders then the Accounting industry is at war. It’s a war against technology, the ATO and even UBER (apparently). The problem is that most of the leaders have never worked in practice. They are subject matter experts but can't offer the perspective of someone who had to actually have conversations with clients about implementing technology, actually moved to value pricing, actually compared technology features and how an entire team may be impacted by them. 

Each week in this podcast, 2 plucky Chartered Accountants will bring you the real stories ‘from the trenches’. This no holes barred, feisty, yet humorous take on the Accounting landscape will be entertaining while sending a message to the scaremongers, that the FAKE NEWS must end. By following a simple podcast formula, David and Paul will deliver rapid value straight to your earphones. With segments like ‘best and worst of the week’, ‘Fake News exposed’ and a the rapid format ‘5 questions in 5 minutes’ special guest interviews, what more could you want. This podcast won’t be for the faint hearted.

https://www.fromthetrenches.com.au/

From The Trenches

In the age of FAKE NEWS, brave souls are needed to fight through the noise and give accountants in practice the support and information they deserve. 

David Boyar and Paul Meissner share a passion for the role Accountants play in the Australian economy. As the engine room of the economy, small - medium businesses rely on their accountant for technical knowledge, business acumen and professional (and often personal) support. As the way accountants work (through technology) and service (through new services like Virtual CFOs) changes, we have to ask If accountants are helping their client’s, who is helping Accountants? If you read the Accounting Industry news and listen to the industry leaders then the Accounting industry is at war. 

It’s a war against technology, the ATO and even UBER (apparently). The problem is that most of the leaders have never worked in practice. They are subject matter experts but can't offer the perspective of someone who had to actually have conversations with clients about implementing technology, actually moved to value pricing, actually compared technology features and how an entire team may be impacted by them. Each week in this podcast, 2 plucky Chartered Accountants will bring you the real stories ‘from the trenches’. 

This no holes barred, feisty, yet humorous take on the Accounting landscape will be entertaining while sending a message to the scaremongers, that the FAKE NEWS must end. By following a simple podcast formula, David and Paul will deliver rapid value straight to your earphones. With segments like ‘best and worst of the week’, ‘Fake News exposed’ and a the rapid format ‘5 questions in 5 minutes’ special guest interviews, what more could you want. 

This podcast won’t be for the faint hearted. https://www.fromthetrenches.com.au/

In the age of FAKE NEWS, brave souls are needed to fight through the noise and give accountants in practice the support and information they deserve. David Boyar and Paul Meissner share a passion for the role Accountants play in the Australian economy. As the engine room of the economy, small - medium businesses rely on their accountant for technical knowledge, business acumen and professional (and often personal) support. As the way accountants work (through technology) and service (through new services like Virtual CFOs) changes, we have to ask If accountants are helping their client’s, who is helping Accountants? If you read the Accounting Industry news and listen to the industry leaders then the Accounting industry is at war. It’s a war against technology, the ATO and even UBER (apparently). The problem is that most of the leaders have never worked in practice. They are subject matter experts but can't offer the perspective of someone who had to actually have conversations with clients about implementing technology, actually moved to value pricing, actually compared technology features and how an entire team may be impacted by them. Each week in this podcast, 2 plucky Chartered Accountants will bring you the real stories ‘from the trenches’. This no holes barred, feisty, yet humorous take on the Accounting landscape will be entertaining while sending a message to the scaremongers, that the FAKE NEWS must end. By following a simple podcast formula, David and Paul will deliver rapid value straight to your earphones. With segments like ‘best and worst of the week’, ‘Fake News exposed’ and a the rapid format ‘5 questions in 5 minutes’ special guest interviews, what more could you want. This podcast won’t be for the faint hearted. https://www.fromthetrenches.com.au/

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