I have spent the last 35+ years working in the financial services industry, which qualifies me for the "gold industry watch".

It has largely been a journey of great frustration at the lack of insight I was able to have into the day to day wellness of my clients businesses that I was entrusted to look after. As Accountants/ Bookkeepers we only had an annual relationship with our clients. In many instances when they brought their documents to us at the end of a financial year, the result would sometimes only be available after a year or more.

I often felt that we were always looking back into the past instead of looking to the future to better help our clients plan for the financial year ahead instead of focusing on the results of the past.

I was constantly looking out for better ways that I could speed up the reporting process so my clients could get their results quicker.

The statistics for business failures was heart breaking and in most cases these failures could have been prevented had they received the right help and advice in a timely manner. Preferably from the START!

My frustration turned to elation in 2008 when I accidently stumbled across a brand new software called Xero. They promised to speed up the data processing time by having bank statement imported directly into your accounting software. They promised huge time savings, they promised greater insights and reporting. Did they deliver! YES Sir, they did and they still continue to do so until today!

Moving my business accounting over to Xero the next day was the best thing I ever did for my Accounting Practice because I was able to experience first hand what the software could do and it was an absolute game changer.

I started calling all my clients to tell them about this amazing software and every single response was "Xero, don't know anything about them, Cloud, not putting my data into the cloud"

I then embarked on a journey of education about the cloud and offering software conversion "Freebies".

I offered to change one of my biggest clients over from MYOB to Xero for FREE and if they were not happy I would put it all back to MYOB again. You guessed, they loved it because their accounting was updated daily/weekly instead of monthly and they had access to their records even when I was working on it. It was all in "The Cloud"

I eventually convinced all of them to make the move to Xero!

I took some time out from Accounting for about 2.5 years working for Xero Australia as an account manager and it is here that my passion for the cloud was fuelled and I was exposed to so many new apps coming onto the market weekly.

I now run a 100% Xero bookkeeping practice. What does that mean? All my clients use Xero and I use Xero as well as all the other Xero integrated apps to maintain their data and lodge their tax obligations through automated systems.

No manual hard labour for me or my clients!

In fact my moto is as simple as this...

If you can think of a task in your business that needs to be done, there is propably an APP for that. So why not use it!

Xero has over 1000+ apps in any industry that integrate with their accounting software and if you have an application that doesn't - Zapier probably can.

Fast Forward to March 2020 when the world changed forever.

Every business owner was forced to shut down their business. As you all know some industries were hit harder than others and some industries collapsed completely. There has been huge trauma to businesses and families, deaths, financial loss and many businesses were forced to shut down for good.

For those of us who were lucky to survive, we came out of this with a different outlook when it comes to running a business.

Zoom went from obscurity to being the platform where daily meetings were conducted. I can kick myself for not having SHARES in Zoom

We now know that there is a new rule book for business, a new way of working, a remote way of working that has changed the world of business.

I was faced with the daunting task of helping my clients navigate their way through COVID19 while also trying to figure things out for my business.

The one thing every business owner had in common....

No money coming into the business but the bills like rent, power, loans, slaries and other operating expenses still needed to be paid.

We had ALL our eggs in one basket. We only had one income source.

We had a fixed way of serving our clients and now had to learn a new touchless way.

Throughout the COVID19 Pandemic I have been working with my clients to set up new businesses/revenue streams so they never have to worry about how to pay their bills ever again.

I also set up a few new businesses for myself and that has led me to where I am today.

Business Mentor, Business Consultant, Business Builder and Business Seller.

My story is not complete yet as I have just hit a milestone birthday and still on my journey to build as many BUSINESS ASSETS as I can before I am ready to retire in the next 5 years. Do you want to follow my journey?

Do you want to start your Asset Building Journey?

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