Messy data can create big problems for smaller accounting firms. Even with better cloud tools and automation, many firms are still losing time to coding errors, unreconciled accounts, duplicated transactions and unclear handovers between bookkeepers, accountants and clients.

In this episode of Small Firm, Big Impact Express, Natalie Lennon FCA, Founder and Director of Two Sides Accounting, shares practical ways smaller practices can work better with bookkeepers, reduce rework and improve the quality of client data.

You’ll hear why clearer roles, agreed processes, and regular check-ins can make a real difference to efficiency, profitability and client service.

In this episode, we cover:

• Where the accountant-bookkeeper relationship often breaks down

• Why messy data creates workflow, profitability and advisory issues

• How to set clearer roles and responsibilities

• The importance of agreed systems, standards and communication

• Practical steps to prevent year-end clean-up

Resources and further reading:

• Visit the Smaller Practices Centre for general practical tools and guidance

• Learn more about our host here

See omnystudio.com/listener for privacy information.

LinkedIn is evolving, and for smaller accounting firms, it’s becoming one of the most powerful channels to build visibility, credibility, and trust.

In this episode of Small Firm, Big Impact Express, we explore what’s changed over the past 12–18 months, including how LinkedIn now prioritises original, expertise-led content, meaningful engagement, and individual voices over company pages. We also unpack how LinkedIn is increasingly influencing not just client decisions, but recruitment and even how your firm appears in AI-driven search results.

More importantly, we break down what this means for smaller practices and share three practical steps you can take today, from optimising your profile to sharing simple, insight-led content and engaging more effectively.

If you want to build a stronger presence without a big marketing budget, this episode will help you get started.

Resources and further reading:

• Visit the podcast page for more resources

See omnystudio.com/listener for privacy information.

AI tools can generate research and summaries instantly, but they don’t always produce reliable information. In some cases, outputs may include incorrect or fabricated references that appear credible at first glance.

In this episode of Small Firm, Big Impact Express, Carolyn White, Manager of Library Services at Chartered Accountants Australia and New Zealand (CA ANZ), explains how accounting firms can use AI tools more safely when conducting research.

In just a few minutes, she explores:

• Why AI tools can produce incorrect or fabricated references

• What firms should verify before relying on AI-generated information

• Practical steps to validate research outputs

• How CA ANZ Library Services can support research verification

Resources and further reading:

• Visit the podcast page for more resources

See omnystudio.com/listener for privacy information.