If we were to ask a collection of bookkeepers, “How many of you have staff that work remotely?” almost every hand in the room would go up. And if we were to ask, “How many of you are confident your paperwork and systems are optimal for managing your remote workers?” there would be substantially fewer hands in the air. Let’s get to the bottom of hybrid and remote working, specifically the pros (there are many) and the cons (some may surprise you). For those with no choice but to have staff they rarely see, let’s look at the paperwork that will help you, let’s talk about how to best manage performance, and our basic H&S obligations.

In a world where Bookkeepers are often the first port of call for their clients on best practice and how to manage the tricky staff and circumstances, we need to be good at walking the talk. Join us for the practical bottom line on how to manage staff who work remotely.

There will be time for questions and answers and, if you have a specific question you would like answered, please submit these ahead of time to info@icnzb.org.nz

Client GST return time comes round all too frequently. Having a systematic process to undertake can help you streamline operations and identify any issues that need further attention.

Despite what some clients might think it is not just letting the accounting software display a form – and then go forth and file! What pre-filing checks should I do?

The GST Reconciliation can seem daunting – what if it is ‘out’? How do I find out why?

If you have these kinds of questions or trepidation each time the GST filing round approaches this will be a great session for you.

Presented by Master Bookkeeper member Leaine Jones, founder of Jones Business Solutions and Smart Bookies, this session will help you be confident with preparing and troubleshooting GST returns.

Leaine will walk you through her GST return checks, how to undertake a GST reconciliation, and the red flags to look for. Take away her GST return checklist and put it into action!

Leaine has managed her bookkeeping business for 15 years, is also a Tax Agent, and via Smart Books regularly delivers training for Best Practice Bookkeeping.

Regardless of industry, managing and paying for staff when they are not at work is one of the biggest challenges. It can challenge our accounts and it can challenge our sense of fairness! There is no way around our obligation to pay various kinds of leave to our staff, but when our staff are working remotely around other their other obligations, and often times few hours per week– as they are for most bookkeepers in NZ – it can be a bit more complicated.

Join the FixHR team to touch on the leave our staff are entitled to (your bread & butter but worth a quick review), discuss various options available to employers, and learn some tips and tricks for managing leave successfully when you rarely see your staff.

3 Ways to Explain to Your Clients Why T&Cs are Essential to Add to their Invoicing Software Settings

You’ll all be familiar with those clients who ask you to add a few lines at the bottom of their invoice that state something like “payment in 7 days or overdue charges will apply”.

But are these words enough to cover your clients if their customers don't pay, have a dispute or worse, need to get debt collectors involved?

Your service based clients, including tradies, need full terms & conditions to be accepted at the start of their job cycle if they want to be able to rely on rights like overdue interest, debt collection costs or asking for progress payments.

Adding wording to their invoices is too late. It's the quote settings and wording that count in the eyes of the law.

Presented by Sian Wingate, the founder of Tradie Terms, a terms of trade set up service for tradies, this session will upskill you in your bookkeeping business by teaching you simple ways to explain to your clients when, where and why they need terms of trade/service in their business toolbox at the right stage of their quoting process.

With SyncHub, powerful data is only a few mouse-clicks away.

Most businesses are run across multiple cloud services, but this data is silo'd and hard to report on. With SyncHub, this is no longer the case. Imagine identifying the highest-value employees by cross-referencing sales data from your POS with wages data from your timekeeping system. Or seeing which closed Deals in HubSpot lead to the largest Recurring Invoices in Xero.

In this webinar, Ben Liebert, Founder of SyncHub will demonstrate how their software consolidates this data in real-time down into your favourite reporting tools, like Excel & Power BI. No more copy/paste. No more CSV exports. Just good data.

SyncHub are a New Zealand owned and operated business and were finalists in the 2021 Xero Awards. 

You can find more out about SyncHub on our Marketplace here >