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The practice gives a procedures manual to the clients so they have a process they are meant to follow.

Processes are documented as detailed as possible.

There may be several options – need to build that in and identify what is best for the client.

A process for one client may be different to another.

Understand what is required and what the outcomes are.

5 steps to developing systems and processes:.

Once payroll came out we moved forward with Xero. What really got me was when Stuart McLeod said Xero would have payroll by March 2013. Xero gave their vision, they said this is where we are, these are our deficiencies, this is our future, and this is our vision. Attended Xerocon Melbourne 2012 and it left a big impact.

Staff initially suggested Greg should look at Xero.

Benefits of working in insolvency as a young accounting graduate.

When they saw Xero come through realised they could build a whole business platform using the eco-system.

Focus was on processes, information, management reporting, and kpi’s.

They made the wrong management decisions.

The top three reasons for business failure Greg saw while working in insolvency were:.

Greg’s background is in insolvency and has never done a tax return!.

Most of our business comes from referrals and word of mouth.

If you’re coming to Brisbane Xerocon 2016 add a few days on and travel up to the Sunshine Coast where Greg Tuckwell is based.

You’ve got to enjoy what you do and life.

#ItsAllAboutTheView Greg’s version of Stop and Smell the Roses.

Today’s episode is sponsored by Spotlight Reporting. Subscribe to Episode 42 of Cloud Stories on iTunes: ZeroBooks is an offshoot of Poole Group and is designed to provide back office and white label bookkeeping to other accounting firms and was born with a global focus. Poole Group also have two coders on staff to automate as many processes as possible. Poole Group is an accounting practice with around 60 staff across a range of specialised fields from standard compliance to SMSF and have our own AFSL licence to offer wealth planning and insurances without being tied to one brand. That passion/focus has now moved to cloud based systems His passion is to challenge and improve how a business operates and he has done a number of successful business turnarounds. Greg had never done tax and always focussed on systems, processes, feedback/reporting and business improvement. Three years as an engineering draftsman before that. Greg joined Poole Group after 6 years with C&L (PWC) doing insolvency and came to Poole Group to set up a Business management division.

Today on episode 42 of the Cloud Stories podcast I’m talking with Greg Tuckwell who’s been the Director of Poole Group since 1993 and CEO of Zerobooks since 2013.