Tim Charles FCCA

Not all accountants are the same #theaccountant #accounts

@smichail89 1882

The latest price rise by Wightlink was 𝘢𝘭𝘮𝘰𝘴𝘵 poetic… £1 short! 😅 #QPR

@JStaatsCPA Yes, please send a copy of the report

Ok it's here! We worked with the 14 leading cloud practice management systems for <$10M accounting firms 14 products 200+ features 8 feature categories 0 sponsors The report's available today, it's a better way to pick the best PM for your firm The report is organized into three sections: A heatmap summary of the functionality each product is most invested in Dedicated pages for all 14 products, a comparison to the most similar products, notable features they have & lack, and comments from the company on who they're best for + what they're building next And a massive data grid of over 200 features across 8 feature groups, and their support by all 14 products A few examples of the questions this report answers, that we frustratingly stumble into by accident: Workflow Management: Subtasks? 1 level deep? 2? 3!? Dependency tasks? Recurrence? Weekly? Days of the week? Days of the month? Block creation of next recurrence? File Management: Folders, subfolders or tags? Templates? Enforce folder template structures? Share files via link? Share with non-clients? Email: Does it associate emails with clients or contacts? Can I send & receive emails direct from the PM? Can I create tasks from emails? Client Portal: Can I assign tasks to clients? Does it include invoicing? Project statuses? Scheduling? Can clients log in via magic link, password, 2FA, MFA? Contact Management: Can I tag and/or custom field my clients? Can I view, sort, filter & multi-filter by tags/fields? Are contacts separate from clients? Time & Billing: Can I associate time to a client, task and/or work code? Can I start a timer? Multiple timers? Associate WIP to an invoice & sync to QBO? Run a realization report by client, staff or task? Pricing: Can I get a trial? Do I have to get on a call to see it? Do they not share their pricing publicly? Support: Can I get onshore support? Can I pick up the phone and call someone? Is there built-in chat support? I hope it saves you a pile time working through a stressful, loveless process Reply & I'll DM you a copy, no strings attached, no spam etc I just need the engagement bc 6 people worked really hard for the last 2 mos to put this together 😅

What ideas are underpriced in 2024? Here's my list: 1. Subprime audience - A creator optimising for size of audience and ending up with a junk audience. They end up producing content they themselves wouldn’t consume. 2. The forgetting paradox - Wordle outperformed every headline in society's consciousness for 2022. All the news everyone was worried outlasted by a novelty game... that has now faded away. We forget how much we forget because we've forgotten it. Everyone will move onto the next current thing... And forget how enraged they were about the previous current thing. 3. The Golden Law of the Internet - If you run enough A/B tests, you’ll end up with a porn site. Always have some brand guidelines you won't compromise on. 4. Post content clarity - Pull up your YouTube. Click on history. I did this and found I regretted 75% of the content I consumed. 5. Asch Negative - Would someone fail to conform in a conformity test? If so, they are Asch Negative. (Incredible idea from Eric Weinstein). 6. Treadmill Friends - Friends that leave you with so much energy after seeing them you need to run on a treadmill. The opposite are people that leave you so drained you to have to life on a sofa afterwards: Sofa friends. 7. Dopamine Self, Cortisol Self, Serotonin Self - This is pure bro science... But having these 3 selves as a naming convention is really useful. Need to get into dopamine self? Play agressive hip-hop + drink caffeine. Need to get into serotonin self? Play deep house + breathe deeply. Need to get into cortisol self? Don't sleep and refresh email. 8. Resting smile face - A large % of happiness is moving from resting serious face to resting smiling face... Because this idea is so simple, it's neglected. Try it. 9. Love bombs - If you have an awesome interaction with a service worker, drop them a tip that makes you feel a bit uncomfortable. When you zoom out 5 years later, it's one of the highest ROI memory dividends in your mental checking account. 10. Bragging Razor - If someone brags about their success or happiness, assume it’s half what they claim If someone downplays their success or happiness, assume it’s double what they claim 11. The Instagram Sausage Factory - When you see a photo of an influencer looking attractive on Instagram -- assume there are 99 worse variations of that photo you haven't seen. They just picked the best one. Zoom out and see how the sausage is made. 12. Hidden metrics vs Visible metrics - Money is a visible metric. Clear score and multi-player going up and down. Time with family or peace of mind is a hidden metric. It's easy to spend so much time optimising for visible metrics... Because they are visible. The hidden metrics only become visible when it's too late... They hit 0. Someone dies or lose your sanity. 13. Only the irrational behaviour survives - If you study the biographies of the greats or attend the funerals of people you care about — the normal rational behavior is never mentioned. It’s filled with stories that make the individual unique. It’s all the times they broke out of the median distribution of human behavior. If you want to create behavioral assets that tell stories for you in the future, you have to pay the price of appearing weird in the present moment. Your personal brand is defined by your weirdness, eccentricities, and irrational behavior. If you remove them in order to fit in with the tribe, you remove all future stories and memories that tribe will tell about you. ----- PS. If you enjoyed this, it's taken directly from my newsletter. Get my best ideas when you sign up. Link below.

Meetings📉 Productivity📈. In 2022, I reduced 195 meetings with @Loom by: • Recording 79 videos • Receiving 302 views • Watching 3 videos loom.com/blog/2022-data

Join The Diary by Steven Bartlett app.firewards.com/join/thediary/…

Pearson Performance, Sheen: app.listen360.com/promotions/303…

Truly awesome cycling event by @xero thanks for the cool jersey. Some serious hill climbs on the route, massive yes vote from me for next year #XeroCyclo #xero thanks to @Musette_CC for the tasty food to keep us going & @nedboulting for keeping our spirits high

@Xero Yes definitely Yes. Another great Xero event #XeroCyclo

Good vibes only 😎 Should we host another #XeroCyclo next year...?

@nedboulting It’s a tough climb, next time try Whiteleaf the next road along, that’s seriously savage @Xero #XeroCyclo

@100Climbs @nedboulting Great to meet you @nedboulting Kop Hill is a killer, lucky we didn’t go up Whiteleaf, we descended it after Kop. @100Climbs I was spreading the word today on the #XeroCyclo about your awesome book/app. So far I’ve done 47, but one day I will ride them all @xero

@nedboulting Yep.

Looking forward to riding 100k with ⁦@nedboulting⁩ tomorrow on Xero’s first ever sportive ⁦@Xero⁩ #xerocyclo starting at ⁦@Musette_CC⁩

@HeleneFrenchie Hi @HeleneFrenchie did you find a detour to get to Folkestone? Thanks

Hi Twitter, need some advice... Off to France hopefully on Friday, are there still problems on roads, M20 to get to Folkestone?? When we went at Easter we had to do massive detour... Can the Kent massive help??! 😁

@GTAccountancy Hey mate sorry to hear, you’ll be greatly missed

Sadly our hopes of attending Xerocon 2022 are over after the issues around trains we are unable to sort alternative travel and accommodation. Have a great time everybody and we look forward to watching on from a distance, seeing he pictures and hearing the stories

I just subscribed to VIEWS ARE MY OWN viewsaremyown.social/?utm_medium=we…

Jubilee line suspended so time to fly to @Accountex and @GoProposal breakfast #accountex2022

This took me way too long to work out 🤨

I'm attending Unleash the Heroes Within to help my clients, team and firm achieve their potential! #UnleashTheHeroes pages.clarity-hq.com/heroes via @clarity_hq

Just posted a photo @ Olympia Exhibition Centre instagram.com/p/Ca-bSXrsYso/…

@JonathanBareham That's awesome. Clients would love that. Most of the management reports I use now look boring. Clients switch off and do not engage

If financial dashboards looked like Wordle would they get more attention? There is something attractive in the simplicity of the layout. We know all too well that when it comes to financial data, simplicity can often win! Would you use a 'Wordle Dashboard'? #wordle #dashboard