BGL's Podcast

The BGL podcast profiles clients, stories and the hardworking staff at BGL Corporate Solutions that are making your life easier every day.

26. CAS360 and Simple Fund 360 February 2020 Product Update 02/05/2020

26. CAS360 and Simple Fund 360 February 2020 Product Update In this episode I am joined by Matt Crofts (Head of Simple Fund 360) and Adriana Cavallo (Head of Partnerships) to discuss /episode/index/show/bgl360/id/13025930

25. Molly Banister, Suite Files 10/22/2019

25. Molly Banister, Suite Files In this episode of the BGL Podcast, I was joined by Molly Banister /episode/index/show/bgl360/id/11734355

24. Guy Pearson, Practice Ignition 10/15/2019

24. Guy Pearson, Practice Ignition Guy Pearson, Practice Ignition /episode/index/show/bgl360/id/11646098

23. Taryn Holman, Super AA 10/08/2019

23. Taryn Holman, Super AA On day 1 of Xerocon 2019 I was joined by Taryn Holman. Taryn is the National Sales & Marketing Manager for Super AA. /episode/index/show/bgl360/id/11557055

22. Adriana, BGL Head of Partnerships 10/02/2019

22. Adriana, BGL Head of Partnerships On day 1 of Xerocon 2019 I was joined by the new Head of Partnerships at BGL - Adriana Cavallo. (twitter - @adrianaccav) Adriana has been at BGL for a number of years, and has been in a number of roles including Support, Client Success, Product Management and now Head of Partnerships. In the podcast Adriana talks about: Her favourite books Her favourite quote Her love of Audible and AirPods How embracing Keto has changed her life The importance with relationships The lessons learned at university Show links Man in the arena quote - Audible - /episode/index/show/bgl360/id/11476724

21. Shelley Banton, ASF Audits 09/23/2019

21. Shelley Banton, ASF Audits Jeevan Tokhi is joined by Shelley Banton, Head of Technical at ASF Audits. ASF Audits is a leading independent SMSF Auditor with a team of highly skilled and specialised SMSF auditors. ASF Audits has over 20 years’ experience working with large administrators, mid-tier to small accounting firms, and financial advisers. In recent weeks the ATO has sent a mail out to around 18,000 SMSFs and their auditors where the ATO believes the SMSF investment strategies may not meet the diversification requirements under the SIS Act. Jeevan and Shelley sit down and discuss what this means for SMSF Trustees and Auditors. Follow BGL on Twitter @BGLdot Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/11368049

20. Paul Murray from AccountKit 09/17/2019

20. Paul Murray from AccountKit Paul Murray from AccountKit /episode/index/show/bgl360/id/11280926

19: Jeevan Tokhi explains APIs 08/27/2019

19: Jeevan Tokhi explains APIs Jeevan has been at BGL for almost 14 years, and has worked in various roles during that time including support, data services and product teams. His roles have included support consultant, Tester, BA, Product Manager and now Head of API. Jeevan was also named the sexiest man in SMSF from 2011 to 2018. Why Jeevan is still at BGL after almost 14 years? What is an API? Are accounting firms becoming software firms? Links as discussed in the show: Follow us on Twitter Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/11010770

18: Matt Crofts discusses innovation and Simple Fund 360 08/18/2019

18: Matt Crofts discusses innovation and Simple Fund 360 Andrew Paszko and Matt Crofts catch up to discuss BGL being awarded the 5th most innovative technology company in Australia and what that means for BGL clients. Follow us on Twitter @BGLdot | Facebook @BGLCorp Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/10912559

17: Corp Sec and CAS360 with Warren 08/08/2019

17: Corp Sec and CAS360 with Warren Andrew and Warren sit down over a burger to discuss corporate secretarial services and CAS360 Should you charge for corp sec? How are the best firms using CAS360? What is on the horizon? Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/10829309

16 : Integrations with Adriana Cavallo 03/02/2019

16 : Integrations with Adriana Cavallo BGL Account Manager and host of the pod Jorge Tsipos interviews BGL’s Adriana Cavello. Integrating client data across multiple databases in accounting firms - moving from multiple silos of information into one database shared everywhere. Do you just ‘switch on’ a software integration, how does it work? Cleaning data sets - be the integrations specialist that you want to see in the world. Have a checklist - the step-by-step process of change management implementing new software in any organisation. What are the little things in the product that have an outsized effect on the client experience? Adriana’s personal journey through BGL over the last 7 years. How do you deal with all the product feedback from client, make decisions and prioritise the responses. Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/8850458

15: Extended Family with Jennifer and Elaine 01/18/2019

15: Extended Family with Jennifer and Elaine Host of the Pod Jorge Tsipos sits down and has a chat with some of BGL's extended family from Singapore and Hong Kong. They chat about the differences selling software in Asia vs Australia, what it's like to be part of a globalised/distributed workforce and chilli crab. All the important stuff. /episode/index/show/bgl360/id/8303660

14 : Sole Practitioner with Jacqui Chellew 12/21/2018

14 : Sole Practitioner with Jacqui Chellew BGL Account Manager and host of the pod Jorge Tsipos interviews director of Nutwood Financial, Jacqui Chellew. Legislative instability in the next few years with SMSF. How is the accounting industry responding to future re-skilling requirements? How to figure out what to charge for advice? How to use data-feeds for increased automation with all your data entry. Have time to look at your clients and how to add value added services to your repertoire. Cloud allows you to work remotely, or outside a traditional office structure. Solo practise - you actually need community/technology support to make it work. Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/7999439

13 : Offshoring with Nick Sinclair 12/08/2018

13 : Offshoring with Nick Sinclair BGL Account Manager and host of the pod Jorge Tsipos interviews Nick Sinclair the Chairman of The Outsourced Accountant. Start with why: have an impact on businesses by giving proactive advice. Outsourcing, offshoring and ensuring quality. How to improve your process your funds on a more regular basis + creating capacity. What is your people strategy: how much capacity can your firm create and how are we going to get there? Do you have the right people doing the right work? If you’re not challenging your staff are they feeling fulfilled by the work they’re doing? Where are you actually spending your time? Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/7844885

12: Smarter SMSF with Aaron Dunn 11/23/2018

12: Smarter SMSF with Aaron Dunn BGL Account Manager and host of the pod Jorge Tsipos interviews Aaron Dunn of Smarter SMSF about the 2018 Future of SMSF Report. Aaron is a Certified Practising Accountant and SMSF Specialist Advisor, having worked within the SMSF sector for more than 20 years. He is the CEO & Co-Founder of Smarter SMSF as remains an active practitioner today. Firms are shifting away from a yearly reporting model to a ‘as required’ or proactive model. Technology is great - but it needs to work hand in hand with improved process. What needs to change in your firm to take advantage of the SMSF tech advancements. Fund establishments and what the future holds for new funds going forward. SMSF Sector strategy: how does yours compare? Who’s getting all the new SMSF business? Specialists. Get the report here: Follow | Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/7662362

11: Product with Stephen Jackel 11/09/2018

11: Product with Stephen Jackel Host of the BGL Podcast Jorge Tsipos talks to Stephen Jackel, the CTO of MyProsperity about how to build an agile cloud product, the difficulties in moving from the technical to the managerial and ‘architecting to scale’. AI: From the 90’s to now. How has fintech impacted the way advisors interact with their clients? ‘Architected to scale,’ what does that mean and how? The difficulties involved in starting technical and moving to management. How to build features that clients don’t even know they need or want. Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/7495049

10: Growth with Mike McHenry 10/19/2018

10: Growth with Mike McHenry Host of the BGL Podcast Jorge Tsipos has a chat with Mike McHenry from Super AA to discuss outsourcing, business culture and how to build a company from the ground up without compromising quality. How to wholesale to accounting firms as a former accountant. Outsourcing: Local vs Offshore and accountability. The educational piece involved in being an early adopter. Building systems for scaling up from the very start. Total visibility and accountability for clients regarding work in the firm. Expectation of quality with large firms and overview of workflow. What gets measured gets managed - how to track the important stuff. You can't be everything to everyone. Minimum viable product and pricing your product. Culture and having a modern workforce. Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/7238333

9: Customer Experience with Chris Taylor 10/13/2018

9: Customer Experience with Chris Taylor Host of the BGL Podcast Jorge Tsipos has a chat with Chris Taylor from TAG Advisory in Melbourne to have a chat about SMSF, achieving the financial goals of the client and striving for excellence. Automating via software rather than offshoring. Having the ability to grow your firm by freeing up workable hours with automation. How to make the case for cloud and data feeds to your clients. The three pillars to retirement - what is the objective of super? Value added services and how to assist your clients best with strategy. Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/7169036

8: Find Your Why with Natalie Lennon 10/05/2018

8: Find Your Why with Natalie Lennon Host of the BGL Podcast Jorge Tsipos has a chat with Natalie Lennon from two sides accounting about what it takes to start up a Smart Accounting practice from the ground up, social good and finding your why. Start up businesses vs established businesses as clients. How automation and ‘working smarter not harder’ is a necessary competitive advantage in today’s climate. How to talk to less tech-savy clients to get new technology implemented in your firm. Being flexible with day-to-day events - but plan for the long-term goals. Your Professional Headspace - Scott MacGregor Charlton Managing a distributed firm in the 21st century with cloud. Fixed fees vs hourly billing in smart firms. Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/7131988

7: Culture with Daniel Tramontana 09/21/2018

7: Culture with Daniel Tramontana BGL Podcast host Jorge Tsipos interviews the General Manager of BGL Daniel Tramontana about building a good company culture, career advancement and how to break the mould so you can embrace change. Sometimes it’s painful - but it’s necessary. Do what do you exceptionally well to take the opportunity to advance. How do you figure out what skills are interchangeable - it’s all about values. How do people react to adversity? Goal setting, breaking the mould and progress. What is the holding you back from embracing change? Pain points are growing points. It’s not about you - it’s about people. Leaders are there to facilitate their people. How to be consultative and occasionally overrule people when required. Own your stuff ups. Is culture expensive? Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/7073094

6: Cryptocurrency Roundtable 09/13/2018

6: Cryptocurrency Roundtable Host of the BGL Podcast Jorge Tsipos mediates a roundtable with some of Australia’s most forward-thinking members of the cryptocurrency community. We talk with Michael White (CEO ), , (Chief Investor, ) and (Principal SMSF Auditor at D.S Audit Services) - with a special guest appearance from Jeevan Tokhi (Product Manager at BGL) What exactly IS a cryptocurrency? The implications of utilising Crypto assets in an SMSF. Capital gains tax and the implications for trustees. Hyperinflation and store of value vs volatility. Diversifications in assets + asset classes. Can you actually regulate cryptocurrency? The future of regulation and investment. IPO’s Vs ICO’s and geographic relocation. Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/7042260

BONUS: Proposed 3 Year Audit Changes with Belinda Aisbett 08/31/2018

BONUS: Proposed 3 Year Audit Changes with Belinda Aisbett Podcast host Jorge Tsipos sits down with Belinda Aisbett from Super Sphere in South Yarra to talk about the proposed 3 year audit changes in the SMSF space. They talk about minimising costs to trustees, the recency effect and our favourite: lumpy workflow. Get in touch with Belinda @ Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/6991387

5: User Journey with Warren Renden 08/30/2018

5: User Journey with Warren Renden Podcast host Jorge Tsipos sits down with Warren Renden, our CAS360 product manager and has a chat about sticking around, change-management and constant challenge in the workplace. Warren, like so many, started in support at BGL and then moved up through the product team and eventually into his current position as CAS360 manager. They talk about cloud software, culture clash in sales and his own user journey. Books Discussed: Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/6986714

4: Process with Melanie Bouchier-Jafari 08/09/2018

4: Process with Melanie Bouchier-Jafari Podcast host Jorge Tsipos sits down with Founder of TrailBlazer Consulting Group Melanie Bouchier-Jafari to discuss process and change in the accounting industry. They discuss: Billable hours vs efficiencies. Technology and getting the most out of your human resources. Reluctance to change in professional services and distracting from core business. Goal settings and finding out what's important for partners. Using software as a means of building good business processes. How to speak to a conservative customer-base about future technology. Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/6892633

3: Tax is Emotionless with Wayne Promnitz 07/26/2018

3: Tax is Emotionless with Wayne Promnitz Podcast host Jorge Tsipos sits down with a Principal of the SMSF division of Sinclair Wilson in Warranambool - Wayne Promnitz. In this episode they discuss the adoption of Self-Managed Super Funds in farming communities, estate-planning as it relates to SMSF and how tax really is emotionless. Follow us on Twitter | Facebook Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. ----- Just a note: This episode was recorded before the 30th of June 2018. /episode/index/show/bgl360/id/6855683

2: The Story of BGL w Ron Lesh 07/11/2018

2: The Story of BGL w Ron Lesh Pod host Jorge Tsipos sits down for a chat with BGL's Managing Director Ron Lesh to discuss: - How the SMSF space has changed since 1983. - The differences between creating and updating desktop software vs cloud + testing vs iteration. - The difficulty of changing compliance rules and prioritising the right customer feedback. - Upcoming changes to Self-Managed Super-Fund regulations and political decisions + fallout. - Ron's Favourite Gifted Book. - The future of the SMSF industry and the exciting new products that BGL is working on for the future. Follow us on Twitter Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees. /episode/index/show/bgl360/id/6797317

1: AI with Matt Crofts 07/02/2018

1: AI with Matt Crofts On the very first episode of the BGL Podcast Jorge Tsipos sits down with the Head of Product at BGL Matt Crofts to discuss AI and the future of the accounting industry. /episode/index/show/bgl360/id/6764654

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