Bluebird News
The Transformation Opportunity
The last 12 months has been a time of growth and reflection, we have welcomed the opportunity to refine our service offerings and our business practices. We wanted to take this opportunity to share Bluebird Accounting’s choice to shift and transform our business and how this supports you.
What has changed? and why?
1. Artificial Intelligence and the accounting profession
The accounting profession and our world of accounting is shifting. Artificial intelligence (AI) is having a positive impact (not without some challenges) on our profession. In the next 5 plus years business and ATO automation will take compliance driven tasks to a new level, here we expect to have opportunities to use strong data to empower and support strategy and advisory to you and your business.
2. To create space for what really matters.
We recently realigned and agreed on a new set of values which encompasses who we are at Bluebird Accounting. Our values of Gratitude, attitude and care, drive our decisions and we are inspired to live and breathe these values. Our objective here is to collectively (you and us) create space for:
o Purpose
o Time
o Health
o Family & friends
Our team are inspired to be rounded professionals where our profession meets our core values and we define who we truly are. This will benefit you and your business as our conversations and advisory meetings are about spending time to deeply understand your needs, create strategy and peace of mind so that you can be free to enjoy what really matters to you.
3. New Identity.
We will transform in to a new identity within the accounting profession. Our current service offerings will compliment our new service offerings and our transformed identity will be worth waiting for. Watch this space.....
Strategy
Technology Strategy
We have been success stacking to build the opportunities we have today. For those of you who have been with Bluebird accounting from the beginning you will have noticed in the last 18 months we have automated our software platforms to provide a more streamlined service to you as part of our technology strategy. Our aim is to save your time and create ease of information flow, this has not been without challenges, we understand we still have areas to grow and improve and we appreciate your patience in this transitional period. This strategy implementation has included:
- A simplified proposal system (Ignition)
- Streamlined Practice management software (Xero XPM)
- New document management platform (FYI docs)
- ATO automated mail system (ATO mate) and
- Document signing platform (Fuse Sign).
Our technology strategy has created additional growth capacity for both Bluebird accounting and our clients. There has been a lot of process, due diligence and time that we have contributed to it's success.
Individual Remote Preparation
We now offer a full remote service for individual tax payers and will no longer be taking appointments for the preparation of a individual tax return. The shift to a remote preparation service to to save your time, and our resources to support you with tax consultations that help you make decisions. We are developing strong checklists and tax empowerment resources to make tax preparation fun and you still get the peace of mind that we will prepare for you.
Advisory and tax consultations will be available to individual tax payers this ensures that you can be making informed decisions about your future tax rather than historical worries last years tax. This includes tax advisory for:
- Capital gains tax
- Gearing
- Depreciation
- Motor vehicle deductions
- Small business
- Complex tax considerations
Keeping Current
Our two leaders at Bluebird Accounting have been working hard at establishing strong networks and pro-active participation within the accounting profession.
Jules
- In the 2023 year Julian has been appointed to the ATO Tax Agent Stewardship Group (TPSG). Here Julian represents accounting professionals and tax payers in consultation with the ATO. Julian also is a member of a CPA Australia Sub-committee of the Tax CoE, and continues to develop in all things tax.
Liz
- Liz has been nominated to the CPA Victorian Divisional Council for a 3 year term commencing 2024. She also is a member of CPA Victorian Public Practice Committee. Through committee work Liz connects with accounting professionals to advocate and support the profession and clients of Bluebird Accounting. This year Liz was also a finalist for Public Practitioner of the year Account Daily Awards,
Our team engages in continuous professional development through various sources to keep ahead and keep you informed.
We want to support you with what really matters to you
Our transformation is to support your financial happiness, to give you pro-active advice and peace of mind, to allow you to focus on what really matters to you. We understand our world is changing, technology is advancing, the ato is advancing data collection and the way most people do business accounting today will be different in 5 years time. We will be your hand to hold and support you and your business.