Introduction

What happened?

Why it matters

What to do next?

Resources and links

Financial abuse is becoming an increasingly visible issue for accountants, and smaller practices can be particularly well placed to notice when something changes for a client. 

In this episode, Hayley Angell, Senior Manager, Diversity, Equity & Inclusion at CA ANZ, explores why financial abuse matters in accounting practice, what firms should watch for, and how the new CA ANZ Financial Abuse Playbook can help practices respond with greater confidence. 

Resources and further reading: 
Download the Financial Abuse Playbook: https://caanz.s.gy/AEp5L6 
Visit the Smaller Practices Centre: https://caanz.s.gy/XPwiXj  
Learn more about Global Ethics Day: https://caanz.s.gy/2IjsA8  
Visit the podcast page for more episodes and resources: https://caanz.s.gy/i0MYrb  

Financial abuse is becoming an increasingly visible issue for accountants, and smaller practices can be particularly well placed to notice when something changes for a client.&nbsp;
In this episode, <a href="https://www.linkedin.com/in/hayleyangell/">Hayley Angell, Senior Manager, Diversity, Equity &amp; Inclusion at CA ANZ</a>, explores why financial abuse matters in accounting practice, what firms should watch for, and how the new CA ANZ Financial Abuse Playbook can help practices respond with greater confidence.&nbsp;
Resources and further reading:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="40" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Download the Financial Abuse Playbook: <a href="https://caanz.s.gy/AEp5L6">https://caanz.s.gy/AEp5L6</a>&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="40" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1">Visit the Smaller Practices Centre: <a href="https://caanz.s.gy/XPwiXj">https://caanz.s.gy/XPwiXj</a> &nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="40" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="1">Learn more about Global Ethics Day: <a href="https://caanz.s.gy/2IjsA8">https://caanz.s.gy/2IjsA8</a> &nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="40" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="4" data-aria-level="1">Visit the podcast page for more episodes and resources: <a href="https://caanz.s.gy/i0MYrb">https://caanz.s.gy/i0MYrb</a> &nbsp;</li>
</ul>

Financial abuse: What smaller accounting practices need to know 

Resources and support

In a small accounting firm, a leader’s stress rarely stays personal. It can shape how the team communicates, responds to pressure and raises problems before they grow. 

In this episode of Small Firm, Big Impact Express, Chartered Accountant and Khoh Partners founder Jeremy Khoh explores why wellbeing in a smaller practice starts with leadership behaviour, not another policy or program. He explains how a leader’s emotional state can influence psychological safety and why a tense or reactive environment may make people less likely to speak up about deadlines, client issues or mistakes. 

You’ll hear three practical ways to create more breathing room, set healthier expectations and lead more sustainably, without pretending the workload or resourcing pressure is not real. The advice is designed for busy firm owners and practice leaders and does not require a large budget, a new wellbeing initiative or a spare afternoon. 

Resources and further reading: 
Learn more about what Jeremy does  
Connect with Jeremy on LinkedIn  
Visit the CA ANZ member wellbeing hub  
Visit the Smaller Practices Centre for general practical tools and guidance 

In a small accounting firm, a leader&rsquo;s stress rarely stays personal. It can shape how the team communicates, responds to pressure and raises problems before they grow.&nbsp;
In this episode of Small Firm, Big Impact Express, Chartered Accountant and Khoh Partners founder Jeremy Khoh explores why wellbeing in a smaller practice starts with leadership behaviour, not another policy or program. He explains how a leader&rsquo;s emotional state can influence psychological safety and why a tense or reactive environment may make people less likely to speak up about deadlines, client issues or mistakes.&nbsp;
You&rsquo;ll hear three practical ways to create more breathing room, set healthier expectations and lead more sustainably, without pretending the workload or resourcing pressure is not real. The advice is designed for busy firm owners and practice leaders and does not require a large budget, a new wellbeing initiative or a spare afternoon.&nbsp;
Resources and further reading:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><a href="https://caanz.s.gy/UoxDuc">Learn more about what Jeremy does </a>&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><a href="https://caanz.s.gy/Lt7KWF">Connect with Jeremy on LinkedIn </a>&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="1"><a href="https://caanz.s.gy/kk27O8">Visit the CA ANZ member wellbeing hub </a>&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="4" data-aria-level="1"><a href="https://caanz.s.gy/9QGkfP">Visit the Smaller Practices Centre for general practical tools and guidance</a>&nbsp;</li>
</ul>

Your stress is the culture: How to reset your practice 

Supporting First Nations businesses goes beyond meeting procurement targets. For smaller accounting practices, Indigenous Business Month is an opportunity to recognise the contribution of First Nations entrepreneurship and explore practical ways to get involved. 

In this episode of Small Firm, Big Impact Express, Jolene Kawak, a proud Yamatji woman, Fellow Chartered Accountant and Director at Karlaya Accounting & Business Advisory, explains why First Nations business success matters and how accountants can play a meaningful role in supporting it. 

In this episode, discover: 
Why supporting First Nations businesses matters beyond procurement. 
Opportunities for smaller practices to connect with and support First Nations businesses. 
The importance of genuine relationships and culturally respectful engagement. 

Resources and further reading 

🔗 Explore the Smaller Practices Centre: https://caanz.s.gy/QgtnMj  

🔗 Connect with Jolene: https://caanz.s.gy/7e3A4P  

🔗 Supply Nation: The Sleeping Giant Rises: https://caanz.s.gy/DLeHQH  

🔗 University of Melbourne: Indigenous Business and Corporation Snapshot Study 4.0: https://caanz.s.gy/1WMobY  

🔗 Supply Nation: Indigenous Business Directory: https://caanz.s.gy/oRjsII  

Supporting First Nations businesses goes beyond meeting procurement targets. For smaller accounting practices, Indigenous Business Month is an opportunity to recognise the contribution of First Nations entrepreneurship and explore practical ways to get involved.&nbsp;
In this episode of Small Firm, Big Impact Express, Jolene Kawak, a proud Yamatji woman, Fellow Chartered Accountant and Director at Karlaya Accounting &amp; Business Advisory, explains why First Nations business success matters and how accountants can play a meaningful role in supporting it.&nbsp;
In this episode, discover:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="41" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Why supporting First Nations businesses matters beyond procurement.&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="41" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1">Opportunities for smaller practices to connect with and support First Nations businesses.&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="41" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="1">The importance of genuine relationships and culturally respectful engagement.&nbsp;</li>
</ul>
Resources and further reading&nbsp;
🔗 Explore the Smaller Practices Centre: <a href="https://caanz.s.gy/QgtnMj">https://caanz.s.gy/QgtnMj</a> &nbsp;
🔗 Connect with Jolene: <a href="https://caanz.s.gy/7e3A4P">https://caanz.s.gy/7e3A4P</a> &nbsp;
🔗 Supply Nation: The Sleeping Giant Rises: <a href="https://caanz.s.gy/DLeHQH">https://caanz.s.gy/DLeHQH</a> &nbsp;
🔗 University of Melbourne: Indigenous Business and Corporation Snapshot Study 4.0: <a href="https://caanz.s.gy/1WMobY">https://caanz.s.gy/1WMobY</a> &nbsp;
🔗 Supply Nation: Indigenous Business Directory: <a href="https://caanz.s.gy/oRjsII">https://caanz.s.gy/oRjsII</a> &nbsp;

How smaller accounting firms can support First Nations businesses

What's happened?

What to do next

Ethical challenges in accounting rarely arrive as obvious dilemmas. They often show up in everyday decisions, from client pressure and tight deadlines to incomplete information or situations where something simply doesn’t feel right. 

In this episode of Small Firm, Big Impact Express, Josephine Haste, Manager for Ethics and Professional Practice at CA ANZ, explores why ethics matters in everyday accounting practice, particularly for smaller firms where close client relationships can put professional judgement to the test. 

In this episode, you’ll learn: 
How ethical pressures can arise in day-to-day practice 
Why professional judgement and client trust matter 
Practical ways to build ethical decision-making into your firm 
Where to seek guidance when an issue isn’t clear 

Resources and further reading: 
Learn more and register for Global Ethics Day: https://caanz.s.gy/a6yM8c  
Review the Code of Ethics: https://caanz.s.gy/jzypzO  
Learn about the Chartered Accountants’ Advisory Group: https://caanz.s.gy/To2PzW  
Visit the Smaller Practices Centre: https://caanz.s.gy/KLeGJV  

Ethical challenges in accounting rarely arrive as obvious dilemmas. They often show up in everyday decisions, from client pressure and tight deadlines to incomplete information or situations where something simply&nbsp;doesn&rsquo;t&nbsp;feel right.&nbsp;
In this episode of&nbsp;Small Firm, Big Impact Express, Josephine Haste, Manager for Ethics and Professional Practice at CA ANZ, explores why ethics matters in everyday accounting practice, particularly for smaller firms where close client relationships can put professional judgement to the test.&nbsp;
In this episode, you&rsquo;ll learn:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">How ethical pressures can arise in day-to-day practice&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1">Why professional judgement and client trust matter&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="1">Practical ways to build ethical decision-making into your firm&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="4" data-aria-level="1">Where to seek guidance when an issue&nbsp;isn&rsquo;t&nbsp;clear&nbsp;</li>
</ul>
Resources&nbsp;and further reading:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Learn more and register for Global Ethics Day: <a href="https://caanz.s.gy/a6yM8c">https://caanz.s.gy/a6yM8c</a>&nbsp;&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1">Review the Code of Ethics:&nbsp;<a href="https://caanz.s.gy/jzypzO">https://caanz.s.gy/jzypzO</a>&nbsp;&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="1">Learn about the Chartered Accountants&rsquo; Advisory Group:&nbsp;<a href="https://caanz.s.gy/To2PzW">https://caanz.s.gy/To2PzW</a>&nbsp;&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="4" data-aria-level="1">Visit the Smaller Practices Centre:&nbsp;<a href="https://caanz.s.gy/KLeGJV">https://caanz.s.gy/KLeGJV</a>&nbsp;&nbsp;</li>
</ul>

Making ethics practical in everyday practice  

What's happened

Across Australia and New Zealand, smaller accounting firms are navigating ongoing talent pressure, changing client expectations and the accelerating impact of AI, automation and digital tools. 

In this episode of Small Firm, Big Impact Express, Karen Meredith, Co-founder of PeopleEX, explores the HR runway and why firms need to look beyond immediate resourcing issues.  

Karen explains how smaller practices can plan for the next 12 to 24 months, rethink role design, build capability and use technology to support higher-value client work. 

You’ll hear practical prompts to help your firm step back, assess the skills and structure it needs for the future, and build a more resilient team. It’s about creating enough runway now so your people, processes and technology can adapt with more confidence as the profession continues to change. 

Resources and further reading: 
Learn more about PeopleEX 
Visit the Smaller Practices Centre for general practical tools and guidance 
Build capacity in your practice with the Creating Capacity webinar series [Australia] | [New Zealand]
Listen to us on Spotify or Apple Podcasts 

Across Australia and New Zealand, smaller accounting firms are navigating ongoing talent pressure, changing client expectations and the accelerating impact of AI,&nbsp;automation&nbsp;and digital tools.&nbsp;
In this episode of&nbsp;Small Firm, Big Impact Express, Karen Meredith, Co-founder of&nbsp;PeopleEX, explores the HR runway and why firms need to look beyond immediate resourcing issues.&nbsp;&nbsp;
Karen explains how smaller practices can plan for the next 12 to 24 months, rethink role design, build capability and use technology to support higher-value client work.&nbsp;
You&rsquo;ll&nbsp;hear practical prompts to help your firm step back, assess the skills and structure it needs for the future, and build a more resilient team.&nbsp;It&rsquo;s&nbsp;about creating enough runway now so your people, processes and technology can adapt with more confidence as the profession continues to change.&nbsp;
Resources and further reading:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Learn more about&nbsp;<a href="https://caanz.s.gy/jxe09G">PeopleEX</a>&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><a href="https://caanz.s.gy/jxe09G">Visit the Smaller Practices Centre for general practical tools and guidance</a>&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="1">Build capacity in your practice with the Creating Capacity webinar series [<a href="https://caanz.s.gy/6Ew6zv">Australia</a>] | [<a href="https://caanz.s.gy/R5OLQ5">New Zealand]</a></li>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="1">Listen to us on <a href="https://caanz.s.gy/zmbeIC">Spotify</a> or <a href="https://caanz.s.gy/JkWgAl">Apple Podcasts</a>&nbsp;</li>
</ul>

The HR runway: preparing smaller practices for what comes next 

PPSA compliance can be easy to overlook, but missing the right steps can have serious consequences for clients who hold, lease, hire or supply business assets. 

In this episode, Simon Read, Founder and Director at PPS Advisory, explains why structure alone may not protect assets in an insolvency scenario, and what smaller practices should be aware of when advising clients with asset protection structures, related-entity leasing arrangements, financed equipment, or equipment supplied to customers. 

In this episode, we cover: 
Why PPSA compliance matters for asset protection structures
How clients can lose ownership interests in plant, equipment or vehicles
Which client arrangements may create PPSA exposure
How accountants can help clients spot the issue early and seek specialist advice where needed 

Resources and further reading: 
Visit the Smaller Practices Centre for general practical tools and guidance 
Learn more about Simon Read CA and PPS Advisory 

Helpful checklists from PPS Advisory
PPSA checklist for equipment owners, hirers and leasing businesses
PPSA checklist for businesses selling goods on credit

These third-party resources are provided for general information only and do not constitute legal advice. Consider seeking professional legal advice for your circumstances.

PPSA compliance can be easy to overlook, but missing the right steps can have&nbsp;serious consequences&nbsp;for clients who hold, lease, hire or supply business assets.&nbsp;
In this episode, Simon Read, Founder and Director at PPS Advisory, explains why structure alone may not protect assets in an insolvency scenario, and what smaller practices should be aware of when advising clients with asset protection structures, related-entity leasing arrangements, financed equipment, or equipment supplied to customers.&nbsp;
In this episode, we cover:&nbsp;
<ul>
<li>Why PPSA compliance matters for asset protection structures</li>
<li>How clients can lose ownership interests in plant, equipment or vehicles</li>
<li>Which client arrangements may create PPSA exposure</li>
<li>How accountants can help clients spot the issue early and seek specialist advice where needed&nbsp;</li>
</ul>
Resources and further reading:&nbsp;
<ul>
<li><a href="https://www.charteredaccountantsanz.com/member-services/smp-resource-centre">Visit the Smaller Practices Centre for general practical tools and guidance</a>&nbsp;</li>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="54" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><a href="https://ppsadvisory.com.au/">Learn more about Simon Read CA and PPS Advisory</a>&nbsp;</li>
</ul>
Helpful checklists from PPS Advisory
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="54" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><a href="https://qrco.de/bgr0MV">PPSA checklist for equipment owners, hirers and leasing businesses</a></li>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="54" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><a href="https://qrco.de/bgvFDg">PPSA checklist for businesses selling goods on credit</a></li>
</ul>
These third-party resources are provided for general information only and do not constitute legal advice. Consider seeking professional legal advice for your circumstances.

PPSA mistakes that could cost your clients 

Messy data can create big problems for smaller accounting firms. Even with better cloud tools and automation, many firms are still losing time to coding errors, unreconciled accounts, duplicated transactions and unclear handovers between bookkeepers, accountants and clients. 

In this episode of Small Firm, Big Impact Express, Natalie Lennon FCA, Founder and Director of Two Sides Accounting, shares practical ways smaller practices can work better with bookkeepers, reduce rework and improve the quality of client data.  

You’ll hear why clearer roles, agreed processes, and regular check-ins can make a real difference to efficiency, profitability and client service. 

In this episode, we cover: 
Where the accountant-bookkeeper relationship often breaks down  
Why messy data creates workflow, profitability and advisory issues  
How to set clearer roles and responsibilities  
The importance of agreed systems, standards and communication  
Practical steps to prevent year-end clean-up  

Resources and further reading: 
Visit the Smaller Practices Centre for general practical tools and guidance 
Learn more about our host here 

Messy data can create big problems for smaller accounting firms. Even with better cloud tools and automation, many firms are still losing time to coding errors, unreconciled accounts, duplicated transactions and unclear handovers between bookkeepers,&nbsp;accountants&nbsp;and clients.&nbsp;
In this episode of&nbsp;Small Firm, Big Impact Express, Natalie Lennon FCA,&nbsp;Founder and Director of&nbsp;Two Sides Accounting,&nbsp;shares practical ways smaller practices can work better with bookkeepers, reduce&nbsp;rework&nbsp;and improve the quality of client data.&nbsp;&nbsp;
You&rsquo;ll hear why clearer roles, agreed processes, and regular check-ins can make a real difference to efficiency, profitability and client service.&nbsp;
In this episode, we cover:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="32" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Where the accountant-bookkeeper relationship often breaks down&nbsp;&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="32" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1">Why messy data creates workflow,&nbsp;profitability&nbsp;and advisory issues&nbsp;&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="32" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="1">How to set clearer roles and responsibilities&nbsp;&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="32" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="4" data-aria-level="1">The importance of agreed systems,&nbsp;standards&nbsp;and communication&nbsp;&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="32" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="5" data-aria-level="1">Practical steps to prevent year-end clean-up&nbsp;&nbsp;</li>
</ul>
Resources and further reading:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="7" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/member-services/smp-resource-centre">Visit the Smaller Practices Centre for general practical tools and guidance</a>&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="7" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><a href="https://www.twosides.com.au/">Learn more about our host here</a>&nbsp;</li>
</ul>

Working better with bookkeepers and avoiding messy data 

LinkedIn is evolving, and for smaller accounting firms, it’s becoming one of the most powerful channels to build visibility, credibility, and trust. 

In this episode of Small Firm, Big Impact Express, we explore what’s changed over the past 12–18 months, including how LinkedIn now prioritises original, expertise-led content, meaningful engagement, and individual voices over company pages. We also unpack how LinkedIn is increasingly influencing not just client decisions, but recruitment and even how your firm appears in AI-driven search results. 

More importantly, we break down what this means for smaller practices and share three practical steps you can take today, from optimising your profile to sharing simple, insight-led content and engaging more effectively. 

If you want to build a stronger presence without a big marketing budget, this episode will help you get started. 

 Resources and further reading: 
Visit the podcast page for more resources 

LinkedIn is evolving, and for smaller accounting firms,&nbsp;it&rsquo;s&nbsp;becoming one of the most powerful channels to build visibility, credibility, and trust.&nbsp;
In this episode of&nbsp;Small Firm, Big Impact Express, we explore&nbsp;what&rsquo;s&nbsp;changed over the past 12&ndash;18 months, including how LinkedIn now prioritises original, expertise-led content, meaningful engagement, and individual voices over company pages. We also unpack how LinkedIn is increasingly influencing not just client decisions, but recruitment and even how your firm appears in AI-driven search results.&nbsp;
More importantly, we break down what this means for smaller practices and share three practical steps you can take today, from optimising your profile to sharing simple, insight-led content and engaging more effectively.&nbsp;
If you want to build a stronger presence without a big marketing budget, this episode will help you get started.&nbsp;
&nbsp;Resources&nbsp;and further reading:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="7" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact-express">Visit the podcast page for more&nbsp;resources</a>&nbsp;</li>
</ul>

How small accounting firms can build visibility on LinkedIn 

How small firms can build visibility on LinkedIn 

What's changed

AI tools can generate research and summaries instantly, but they don’t always produce reliable information. In some cases, outputs may include incorrect or fabricated references that appear credible at first glance. 

In this episode of Small Firm, Big Impact Express, Carolyn White, Manager of Library Services at Chartered Accountants Australia and New Zealand (CA ANZ), explains how accounting firms can use AI tools more safely when conducting research. 

In just a few minutes, she explores: 
Why AI tools can produce incorrect or fabricated references 
What firms should verify before relying on AI-generated information 
Practical steps to validate research outputs 
How CA ANZ Library Services can support research verification 

 Resources and further reading: 
Visit the podcast page for more resources 

AI tools can generate research and summaries instantly, but they&nbsp;don&rsquo;t&nbsp;always produce reliable information. In some cases, outputs may include incorrect or fabricated references that appear&nbsp;credible at first glance.&nbsp;
In this episode of Small Firm, Big Impact&nbsp;Express, Carolyn White, Manager of Library Services at Chartered Accountants Australia and New Zealand (CA ANZ), explains how accounting firms can use AI tools more safely when conducting research.&nbsp;
In just a few minutes, she explores:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Why AI tools can produce incorrect or fabricated references&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1">What firms should verify before relying on AI-generated information&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="1">Practical steps to&nbsp;validate&nbsp;research outputs&nbsp;</li>
</ul>
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="4" data-aria-level="1">How CA ANZ Library Services can support research verification&nbsp;</li>
</ul>
&nbsp;Resources and further reading:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="10" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact-express">Visit the podcast page for more resources</a>&nbsp;</li>
</ul>

AI for research: risks and best practice for small firms 

Conclusion

New integrations, AI-powered features and deeper connections between software tools are rapidly reshaping the accounting tech landscape. 

In this episode of Small Firm, Big Impact Express, Heather Smith FCA, FCCA, FICB, founder of ANISE Consulting and host of the Accounting Apps podcast, breaks down what’s changed across common accounting platforms, why your tech stack has a direct impact on profitability, and the practical steps small firms can take to audit their tools for better efficiency. 

When systems don’t talk to each other, the cost isn’t just subscription fees. It’s duplicated effort, manual re-keying and billable time lost. 

In just five minutes, you’ll learn how to review your current stack, identify overlaps, activate underused integrations and prioritise the highest-impact improvements. 

If you want a clear, actionable check-in on whether your tools are helping or hindering your firm’s growth, this episode gives you the essentials without the overwhelm.  

 Resources and reading: 
View the full resource list and episode notes here
Explore more resources on the podcast page
Visit the Smaller Practices Centre for more information 

New integrations, AI-powered&nbsp;features&nbsp;and deeper connections between software tools are rapidly reshaping the accounting tech landscape.&nbsp;
In this episode of Small Firm, Big Impact Express, Heather Smith FCA, FCCA, FICB, founder of ANISE Consulting and host of the Accounting Apps podcast, breaks down what&rsquo;s changed across common accounting platforms, why your tech stack has a direct impact on profitability, and the practical steps small firms can take to audit their tools for better efficiency.&nbsp;
When systems&nbsp;don&rsquo;t&nbsp;talk to each other, the cost&nbsp;isn&rsquo;t&nbsp;just subscription fees.&nbsp;It&rsquo;s&nbsp;duplicated effort, manual re-keying&nbsp;and billable time lost.&nbsp;
In just five minutes,&nbsp;you&rsquo;ll&nbsp;learn how to review your current stack,&nbsp;identify&nbsp;overlaps, activate underused&nbsp;integrations&nbsp;and prioritise the highest-impact improvements.&nbsp;
If you want a clear, actionable check-in on whether your tools are helping or hindering your firm&rsquo;s growth, this episode gives you the essentials without the overwhelm.&nbsp;&nbsp;
&nbsp;Resources and reading:&nbsp;
<ul>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="12" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact-express/optimise-your-tech-stack-for-efficiency-and-profitability">View the full resource list and episode notes here</a></li>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="12" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact-express">Explore more resources on the podcast page</a></li>
<li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="12" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/member-services/smp-resource-centre">Visit the Smaller Practices Centre for more information</a>&nbsp;</li>
</ul>

Your Tech Stack Check-In: Optimise for Efficiency and Profitability 

Need regular small practice updates on the go? Small Firm, Big Impact Express (SFBI Express) delivers essential insights for Chartered Accountants in just 5 minutes. ​ 

Each episode, we bring you the best minds across the accounting industry to share critical regulatory changes, compliance updates and emerging trends that impact you.​  

Whether you are commuting, taking a coffee break, or between client meetings, SFBI Express helps you stay up to date. Listen to find out what’s changed, why it matters, and what you need to do next. 

If you’re looking for deeper conversations and bigger-picture thinking, explore our long-form podcast, Small Firm, Big Impact, where we unpack the ideas and issues influencing the future of smaller practices. 

Need regular small practice updates on the go? Small Firm, Big Impact Express&nbsp;(SFBI Express)&nbsp;delivers essential insights for&nbsp;Chartered&nbsp;Accountants in just 5 minutes.&nbsp;​&nbsp;
Each episode, we bring you the best minds across the accounting industry to share critical regulatory changes, compliance updates and emerging trends that&nbsp;impact&nbsp;you.​&nbsp;&nbsp;
Whether you are commuting, taking a coffee break,&nbsp;or&nbsp;between client meetings, SFBI&nbsp;Express&nbsp;helps you stay up to date. Listen to find out&nbsp;what&rsquo;s&nbsp;changed, why it matters,&nbsp;and what you need to do next.&nbsp;
If&nbsp;you&rsquo;re&nbsp;looking for deeper conversations and bigger-picture thinking, explore our long-form podcast,&nbsp;<a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact">Small Firm, Big Impact,</a>&nbsp;where we unpack the ideas and issues influencing the future of smaller practices.&nbsp;

Small Firm, Big Impact Express

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