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Ending a client relationship doesn't have to be awkward - or risky. Thinking about ending a client relationship - and unsure what is required for compliance, privacy obligations and maintaining your reputation? Join us for our tutorial designed to cover the compliance essentials and communication strategies to ensure a smooth and professional offboarding process. Presented […]

Build the skills to launch and support a successful business - from the beginning! Thinking about starting your own business—or helping others take the leap? Join us for our tutorial designed to guide new business owners and the professionals who support them through the start-up essentials. Presented by Master Bookkeeper Leaine Jones, founder of Jones […]

Unlock the essentials of effective debtor management—where strategic bookkeeping meets financial stability. This tutorial explores key methods to improve cashflow, maintain strong customer relationships, and safeguard business integrity. Join experienced bookkeeper and Smart Books® founder, Leaine Jones, for guidance on debtor management best practices and actionable strategies for improving accounts receivable processes. Leaine is joined […]

Unlock the essentials of best practice in bookkeeping—where technical expertise meets professionalism. This tutorial delves into strategies to enhance compliance, efficiency, and accuracy, while upholding integrity, trust, and ethics. Join experienced bookkeeper and Smart Books® founder, Leaine Jones, to gain insights on her take on Best Practice. In this tutorial Leaine will expertly guide you […]

Let's talk about internal controls - think of them as your financial safety net. This tutorial explores what internal controls are, why they matter, and how you can use them to protect financial data and information within a business. Join experienced bookkeeper and Smart Books® founder, Leaine Jones, to gain insights on her recommendations for […]

As we approach the end of 2024 undertaking a review of the good, bad, and ugly from the past 12 months will stand you in good stead for the year ahead. What went well? What didn't go to plan? How can you learn from mistakes? How can you gain new learnings and insights to do […]

Client GST return time comes round all too frequently. Despite what some think it is not just letting the accounting software display a form – and then go forth and file! What pre-filing checks should you do? The GST Reconciliation can seem daunting – what if it is ‘out’? How do I find out why? […]

Bookkeepers serve as the vital link between clients and their accountants. In this enlightening tutorial, we explore the key aspects that accountants wish their clients would improve upon, along with how bookkeepers can actively contribute to improvements. Join Leaine Jones, an experienced bookkeeper and the founder of Smart Books®, as she shares valuable insights on […]