How I
Stacked It

Jacqui Trumper

Director at Black Cat Accounting Pty Ltd

Jacqui Trumper

Introducing Black Cat Accounting

Black Cat Accounting provides efficient accounting and tax services to businesses of all sizes and across all industries. The firm has a particular focus on supporting startups and guiding new business owners through the complexities of launching and running a new venture.‍

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Mayday for Intercompany

Mayday is my latest acquisition. I signed up to help improve efficiency for a particular client group where one company on-charges costs to several others—and so far, I like it. What used to take a few hours in calculations and documentation now takes less than one. I’m only a couple of months in, so I’m sure I can cut that down even further once I’m fully up to speed.‍

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Content Snare for Client Documents

This is one of my favourites—questionnaires, but done really well. It’s used to collect information and documents from clients for any purpose. Previously, this meant sending an email, remembering to follow up, checking what had been sent, creating a new list of what was missing, and repeating the process. Content Snare handles all the follow-ups for me and makes it easy to see exactly what the client has provided—and what they haven’t. It also makes things clearer for the client, so they know exactly what to send and get it right the first time. I’ve saved a massive amount of time and frustration with this one app alone.‍

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Cimplico for Workpapers

Cimplico is my other favourite—workpapers. It integrates seamlessly with Xero client files and allows workpapers to be prepared in a standardised way across the entire firm. It also makes reviewing work prepared by others much easier. It was developed by accountants, and they have big plans for automation that I’m really excited about.

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Ignition for Proposals & Payments

Quotes, engagement agreements, payment processing—it’s all handled through Ignition. All of my clients are quoted up front. The quote is sent to them, they sign it, and payments are taken automatically from their bank account or credit card. No more chasing unpaid invoices, which I can’t stand. Quotes are often one of the first impressions clients have of my business, and when done properly, I believe they add real credibility.

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AccountKit for Workflows

AccountKit does a lot of different things, here are the features I use the most. First, managing my workflow—I’ve tried many options over the years, but this one works best for me. And second, equipment finance—setup only takes a few minutes, and then all the entries are automated for the life of the loan.

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Annature for eSignatures

I used to hate asking clients to print, sign, scan, and email—it always felt so inefficient. Now, even my least tech-savvy clients can sign everything quickly and easily. Annature also handles ID verification and securely collects TFNs from new clients, which solves the problem of protecting clients from themselves—so many still think it’s okay to send their TFNs via email or SMS.

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