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Coronavirus could trigger contract clauses to help businesses through pandemic
The business community has broken down many barriers by supporting each other to manage the practical and financial issues which have arisen from the coronavirus. However despite best efforts to continue to provide goods and services in the usual timeframes, circumstances such as staff absences due to the virus, combined with supply chain and logistical […]
Using Behavioral Finance Principles To Behaviorally Coach Clients To Make Better Decisions
Executive Summary The study of behavioral finance has significantly enhanced our understanding of real-world financial behaviors, and (in the process) has given advisors insight into the underlying behavioral biases that cause clients to make not-always-rational decisions. Yet while examining the irrational behavior of individuals in the context of personal finance, behavioral finance focuses mainly on […]
How to Make a Sales Journal Entry in Your Books
Ten out of 10 businesses sell products or services. And when you make a sale, you need to record the transaction in your accounting books. How comfortable are you with making a sales journal entry? How you record the transaction depends on whether your customer pays with cash or uses credit. Read on to learn […]
#FASuccess Ep 176: Understanding The Landscape Of Employee Vs. Independent Advisor Broker-Dealer Platforms, with Mindy Diamond
Executive Summary Welcome back to the 176th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Mindy Diamond. Mindy is the founder of Diamond Consultants, a recruiting firm that has been helping advisors evaluate and change their broker-dealer platforms for more than 20 years now. What’s unique about Mindy, though, is her […]
Launching A Compliance-Ready Podcast To Enhance Your Digital Marketing
Executive Summary In this day and age of social media and social distancing, podcasting is an ever-popular means for advisors to market themselves to grow their businesses and reach prospective clients in an ‘audio-intimate’ format unique to podcast episodes. However, advisors face the unique challenge of meeting strict compliance requirements when producing a podcast show. […]
Expert advice: Building a financial plan for your business
With the panic of COVID-19 beginning to settle down, it’s time now for businesses to take stock of their situation and begin to look at what’s next. Financial planning, and preparing for what’s around the corner, has always been key to business success. But now more than ever, for businesses to survive this crisis, having […]
What to expect from Xero’s first digital Refresh event
This series of Refresh will be a different one: we’re going digital. We want to give our accounting and bookkeeping partners in regional Australia the chance to hear the latest educational content from their Xero account managers. However due to social distancing restrictions, we will be connecting online, so you can take part from the […]
Business owners: Here are your top EOFY and STP queries answered
This article was published on 11 May 2020. As the COVID-19 situation continues to develop, you can find the information you need on government support at the ATO’s dedicated page. Now more than ever, it’s an excellent time to engage the support of an accountant or bookkeeper to help navigate the subtleties of your setup. […]
Xero recognised for helping small businesses thrive in the cloud
It’s more important than ever for our customers and partners to have confidence in our product and services as they navigate these uncertain times. We’re focused on building out our platform to provide small business owners and their advisors with the tools and insights they need to help them survive, revive and thrive. Which is […]