Client verification obligations (know your client)

Client verification obligations (know your client)

In both individual coaching sessions and at a recent meeting of one of the groups of firms I facilitate, this topic came up and there was some uncertainty about what is expected of accountants. I struggled to find information on this that was practical for accountants...
Some tasks to focus on before 15 May 2022

Some tasks to focus on before 15 May 2022

At this time of year in Australia accountants are turning their mind to tax deadlines. First 31 March and then most importantly for most, 15 May. I trust you are on top of what you wanted to get done before 15 May. The pandemic has added to the workload and I know...

My thoughts on Xerocon 2019

I attended the two days of Xero’s annual conference on 4 and 5 September. I did not make it to the wrap party so can’t comment on that. There was less hype this year compared to last year. It seemed a bit calmer and reflects, I believe, the growing maturity of Xero as...

What next for accountants post 15 May?

We are now just one month out from the end of the Australian financial year. A great time to check on your goals for between now and then. My view is you will have goals both in respect of your clients and your own business. In short, I’d like to see accounting and...