Insights & News
Stay up-to-date with our latest financial strategies, business growth tips, and industry news.
The Future of Bucket Companies: Bendel, the 2026 Budget, and What It Means for Family Trusts
The High Court's Bendel decision and the 2026-27 Federal Budget are fundamentally changing tax strategies for bucket companies. This guide helps business owners review historical structures and prepare for the upcoming 2028 tax shifts.
Why You Need to Treat GenAI Like an Employee (My New Published Research)
Scale your business with AI. Stop treating GenAI like software and start treating it like an employee. I break down my new published framework for safe, profitable AI adoption.
The Secret to Never Manually Splitting a Xero Loan Payment Again (And How to Fix Your Cash Flow Report)
Stop wasting hours on tedious loan interest calculations. I was fed up, so I built a simple, custom automation using Google Sheets™ and the Xero API. Here’s the story of how I saved my clients (and myself) from endless manual data entry.
How I Automated My vCFO Meeting Prep with AI (The Intern & The Manager)
AI isn’t the CFO, but a CFO with AI is unstoppable. See how I automated a meeting prep engine: an “Intern” that pulls 12 months of Xero data, and an AI “Manager” that flags cash traps, spots anomalies, and writes my advisory briefs on autopilot.
Beyond the Hype: How We Built a Custom AI Agent to Automate Xero Invoicing (and MYOB!)
If you’re tired of hearing about the “hype” of AI and want to see a practical, real-world application, this case study is for you. We show you step-by-step how we built a near real-time AI Agent that reads complex PDF statements from emails, applies bespoke tax logic, and automatically drafts Xero invoices. Say goodbye to manual data entry and expensive third-party app subscriptions.
How We Used AI to Build a Zero-Cost Invisible Employee for Our Clients
Learn how we leveraged AI to build an invisible employee. A completely custom, automated bridge between Xero and Google Sheets™ that fixes operational bottlenecks.