Smart Books

Internal Controls - take control!
2025-03-11 10:00 - 10:45 (Pacific/Auckland) | Online, Online, New Zealand
Let’s talk about internal controls – think of them as your financial safety net. This tutorial explores what internal controls are, why they matter, and how you can use them to protect financial data and information within a business.
Join experienced bookkeeper and Smart Books® founder, Leaine Jones, to gain insights on her recommendations for this critical aspect of bookkeeping.
In this tutorial Leaine will expertly guide you through:

Understanding what internal controls are
Examining eye-watering fraud statistics to highlight their importance
Communicating the significance of internal controls to business owners and key personnel
Introducing and consistently applying best practices for checks and reviews.

By putting the right internal controls in place, you can catch mistakes, prevent fraud, and keep everything ticking along nicely.
Don’t miss this opportunity to to get a clear understanding of what internal controls are – and how to implement them effectively!

Get Bold with your Brand!
2025-02-12 10:00 - 14:00
Learn Smart Workshop Series 2025#1
Understand how a powerful and value-based brand will open a faster track to business success with our upcoming online workshop on building a strong brand! This session covers everything you need – from the fundamental building blocks for a brand, to crafting a compelling visual identity for your business, and effectively conveying your key brand messages. Perfect for business owners looking to make a lasting impact – whether you are just starting out or it’s time for a rethink of your current brand.
We have carefully selected amazing experts to guide you through the sessions to:

Understand what a brand is and why you should invest in developing yours
Develop a visual identity for your brand and what to showcase with your collateral
Create key messaging to maximise your LinkedIn presence
Establish your brand goals and make a plan to execute them
Talk about your next steps to further deepen your brand presence.

Join us and take the first step towards brand excellence!
The Workshop will be opened by Leaine Jones from Smart Books, with sessions run by Brands with Moxie — Eight Steps to a Winning Brand author Frances Manwaring (Managing Director of Moxie), Catherine Watson from Boldly, and Jodine McIntyre from Social Smarty.

Tickets are $195.50 (including GST) NZD.
PS – if you are one of the first 20 to buy a ticket you get a 10% discount – enjoy our Earlybird price of $175.95 (including GST) NZD.

2024 in review
2024-12-03 10:00 - 10:45
As we approach the end of 2024 undertaking a review of the good, bad, and ugly from the past 12 months will stand you in good stead for the year ahead. What went well? What didn’t go to plan? How can you learn from mistakes? How can you gain new learnings and insights to do better?
Make the time for this valuable and thought-provoking session to evaluate your experiences, celebrate your successes, and identify areas for improvement. This reflection will help you set clear, actionable goals and strategies for a more successful and fulfilling year ahead.
Presented by Master Bookkeeper Leaine Jones, founder of Jones Business Solutions and Smart Books, this online tutorial will help you undertake your end of year review.
Leaine will walk you through the key areas to focus on – and what learnings you can take to plan for an epic 2025!

GST - Checks and Balances
2024-09-17 10:00 - 10:45
Client GST return time comes round all too frequently. Despite what some think it is not just letting the accounting software display a form – and then go forth and file! What pre-filing checks should you do?
The GST Reconciliation can seem daunting – what if it is ‘out’? How do I find out why?
If you have these kinds of questions or trepidation each time the GST filing round approaches this is a great session for you.
Presented by Master Bookkeeper Leaine Jones, founder of Jones Business Solutions and Smart Books, this tutorial will help you be confident with preparing and troubleshooting GST returns.
Leaine will walk you through her GST return checks, how to undertake a GST reconciliation, and the red flags to look for. Take away her GST return checklist and put it into action!

Navigating the ABC relationship
2024-06-11 10:00 - 10:45
Bookkeepers serve as the vital link between clients and their accountants. In this enlightening tutorial, we explore the key aspects that accountants wish their clients would improve upon, along with how bookkeepers can actively contribute to improvements. Join Leaine Jones, an experienced bookkeeper and the founder of Smart Books®, as she shares valuable insights on nurturing essential business relationships.
Learn the ABC and boost your bookkeeping skills with this tutorial.
In this webinar, Leaine will expertly guide you through:

5 things accountants need clients to do better
The practical steps the bookkeeper can take for improvements
Building strong relationships with accountants
Navigating the ABC relationship
Creating transparent processes that work for everyone.

Boost your bookkeeping skills
Don’t miss this opportunity to expand your knowledge! Join Leaine Jones in this engaging webinar and elevate your bookkeeping expertise.

Be 'Bookkeeper ready' for year end!
2024-03-12 10:00 - 10:45
Most NZ businesses have a 31 March balance date. As a bookkeeper we need to line our ducks in a row to be ready. This tutorial looks at what needs to be prepared beforehand, the information that should be gathered, and what work is done afterwards.
Join experienced bookkeeper and Smart Books® founder, Leaine Jones, to gain insights on her preferred methods for this very important process.
In this webinar, Leaine will expertly guide you through:

Identifying critical areas requiring attention before 31 March
Strategising for post-March activities
Understanding tasks that demand more time and attention
Implementing best practices using efficient workpapers
Effectively compiling all necessary documents for the business accountant.

Don’t miss this opportunity to streamline year-end procedures for you and your clients!

Being Your Best!
2024-02-14 10:00 - 14:00
Smart Books inaugural workshop!
Are you lacking clarity and insight into what you and your business is all about? Low energy? Feeling overwhelmed? Not enough time to spend ‘on’ your business’ – and when you do you are not sure what or where to start? Are you doing projects that you don’t enjoy or working with clients you don’t like? This workshop tackles all this – and more!
The Smart Books 2023 Bookkeeper Survey identified managing time and workload as the biggest challenge facing our Smart Bookies. Armed with these results we decided to get some experts together and tackle this big topic!
Our ‘Being your best’ online workshop is all about self-awareness. We help you unlock your unique strengths, align them to your core values, and implement them meaningfully into your business.
Join us and set out on your path to be the absolute best that you can be!
The Workshop will be opened by Mel Morris from Xero, with sessions run by Smart Books founder Leaine Jones, Unleash your Awesome author Daria Williamson, and Leap to Lead transition and leadership coach Emily Rogers.
Tickets are $57.50 (including GST) NZD.
PS – you don’t need to be a bookkeeper to reap the benefits of this workshop – if you are in business and want momentum and direction this is for you!

Raise a Cup!
2023-11-08 10:00 - 10:45
Let’s celebrate Global Bookkeeping Week!
This year it will be happening from the 6th to the 10th of November 2023.
Bookkeepers make a difference for their clients every single day. Taking the time to pause with their peers to celebrate the fabulous work they do is marked by ‘Raise a cup’ day. Join us for a chat in our free webinar on Wednesday 8 November to do just that!
Dig out your most fun vessel and toast bookkeeping excellence. We have some spot prizes lined up. We’d love to see you!
