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The Weekly Close is the Successful Bookkeeper's weekly note. This is issue 2, from Thursday 15 October 2026. In this issue: why small practices get found and two habits that close the door, this week's listen with Craig Taylor, small firms as easy marks, the ATO's card deadline …
Issue 1 of The Weekly Close: a study that scored CPAs at 37%, what Debra Kilsheimer says AI can't replace, BC's paused PST, Xero's new US...
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Discover how ConnectCPA is using AI to improve capacity planning, pricing, efficiency, and client service—and what bookkeepers can learn...
Learn what an AI bookkeeping agent actually does, how it differs from traditional automation, and how it can reduce repetitive work while...
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Get clients to submit expenses on time without constant reminders. Discover simple ways to reduce friction, automate receipt capture, and...
Becoming a top small business advisor is not about abandoning bookkeeping. It is about elevating it. It requires better pricing, stronger...
Customer service doesn’t have to be complicated, it comes down to one simple idea: doing the right thing, every time.
There’s a point where working harder...stops working. Most bookkeepers hit it without realizing: You put in extra hours You double-check...
The bookkeepers who thrive today aren’t just recording numbers — they’re bringing much more to the table. You're in a precarious position...
Inspired by Stephen Covey’s bestselling book, I started thinking about what these habits look like in the world of bookkeeping. Be...
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