91. 6 Tech Tips You Didn't Expect

6 Tech Tips you didn't expect for accountants

Best on Ground

Are Finance People full of themselves when talking about the value they create in new CFO roles?


New Bank Update: Xinja is crowd funding is new way to engage investors



Here's a great visual way to see what Zapier can do for your firm.


FTT Special: If you like what Paul stands for check out the webinar he is running with Wayne Schmidt on how to achieve Freedom from your firm. Don't worry if you miss the live webinar, you can register and get it sent to you https://zoom.us/webinar/register/8615458913074/WN_-_nfyaK3RhCixyBsk-ixSA

Worst on Ground

Falling house prices/credit tightening/royal commission is bad for the Australian dream, as per our 2019 predictions, accountants need relationships with new lenders because home loan declines reached a whopping 40% https://www.mortgagebusiness.com.au/breaking-news/13042-home-loan-rejection-rate-hits-40

Paul Sold out and is now a thought leader http://sageadvicepodcast.com/meissner?tdest_id=282205

You are not a nothing burger https://www.accountingtoday.com/opinion/has-your-firm-become-a-nothing-burger

Not more nonsense about the robot uprising https://www.blackline.com/about

In depth

Here are 6 tech tips you didn't expect

  1. If your firm runs on Microsoft Office, even better 0365 (Microsoft's cloud version) then have a look at Teams for your chat and video call solution. It doesn't have all the bells and whistles of Slack but is built into your tech stack and you are likely already paying for it.

  2. Data Dear - firstly it not only proves excel isn't dead but that its the critical tool for month end and avoids the rubbish in rubbish out problem in off the shelf reporting tools with 2 way push and pull, month end journals

  3. Asana Email task creation is ado it yourself way to replicate Karbons great triage feature.

  4. Cloud HQ Gmail label sharing for team email searching

  5. XPM email my job

  6. Gmail subscription email filtering (label and mark as read)

  7. Xero URL bookmark lets you bookmark a report and it changes to what ever client you have open at the time.