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FY26 Benchmarking Roadshow: What Firms Told Us

In the business side of running an accounting firm, it’s easy to assume that higher billing rates mean higher margin, or that growing your team means growing your revenue. The…

How to Win Deliberately in FY27: A Playing to Win Strategy for Accounting Firms

The FY26 Benchmarking Roadshow has wrapped. Five stops around the country, hundreds of conversations with partners, managers and firm owners. Every year we run this event to share where the…

Your FY26 Data Is In. Here’s How to Review Them Properly

Ask many partners what their FY27 plan looks like and you will get a revenue number, maybe a headcount plan, and a rough sense of what needs to stop going…

Data-Driven Accounting Firm: What Do You Need in FY27?

In a recent Dashboard Insights webinar poll of accounting firm leaders, over 80% said they hadn’t finished a formal FY26 review, three weeks after 30 June. Nobody skips it on…

EOFY Checklist for Accounting Firms: How to Close FY26 and Plan for FY27

Every firm now says it wants to be more data-driven in FY27. Ask what that means in practice and the answer usually comes back to a dashboard: something the firm…

Accounting Firm Retainer Pricing: Are Your Fees Still Matching the Work?

With 8 days until 30 June, most firm owners are heads-down on client work. That’s understandable. But this window is also when the decisions that shape FY27 get made or…

The EOFY metrics AI might be quietly changing

Most retainers in accounting firms were priced at a point in time. A conversation happened, a fee was agreed, and the work started. What often doesn’t happen is a review…

Where AI is Showing Up in Accounting Firm Performance

Technology in Accounting Firms: How AI Is Changing the Way You Work

Many accounting firm partners right now are somewhere between cautious and curious about AI. They’re hearing about it constantly, watching their teams use it in various ways, and wondering whether…

Stop Cash Flow Delays: 8 Ways to Unlock Lockup

Technology in accounting firms has shifted from a talking point to a daily reality. Ask any partner what changed in the last six months, and the conversation almost always comes…

8 Actionable Steps to Unlock Lockup in Accounting Firms

What FY26 Data Reveals About Firm Performance

Lockup is one of the biggest hidden constraints on cash flow in an accounting firm. It is the time between doing the work and getting paid, made up of WIP…

Dashboard Insights at ABE 2026: Turning Firm Data into Action

Across Australia, accounting firms are entering FY26 with a familiar set of pressures, but the stakes are higher than ever. Margins are tightening.WIP continues to build.Teams feel at capacity.And leaders…

5 Root Causes of Workflow Bottlenecks in Accounting Firms

The Accounting & Business Expo 2026 (ABE 2026) was a fantastic opportunity to check the pulse of the accounting industry. We spoke to countless accounting firms, uncovering a consistent theme:…

How Accounting Firms Lose Margin Without Realising

Workflow bottlenecks in accounting firms happen when work slows down or accumulates at specific stages of the firm’s process. The most common causes are: disconnected systems messy data lack of…

Closing Out FY26: Practice Management Priorities

In reality, most accounting firms don’t lose margin because of poor pricing. They lose it because teams manage WIP, billing, and cash in isolation. When these three aren’t visible in…

Why is February a critical checkpoint for accounting firms (1)

New Dashboard Insights Features to Streamline Accounting Workflow

February is the last realistic checkpoint for Australian accounting firms to regain control before end of financial year pressure peaks. By this point, compliance work is underway, tax planning conversations…

5 New Dashboard Insights Features for Workflow Efficiency

6 Accounting Firm KPIs Every Firm Should Track (and Why Most Aren’t)

Accounting and bookkeeping firms are under constant pressure to do more with the same resources — tighter lodgement deadlines, growing client lists, and increasing expectations around insight and advisory. That’s…

Dashboard Insights Achieves ISO 27001 Certification

Tracking the right KPIs is essential for accounting firms to manage profitability, efficiency, and growth. According to the Dashboard Insights FY25 Australian Accounting Benchmarking Report, firms that monitor key performance…

Dashboard Insights Is ISO 27001 Certified

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We’re proud to announce that Dashboard Insights is now ISO 27001 certified, meeting the international standard for Information Security Management Systems. This certification reinforces what our partners already know: we…

Dashboard Insights Named AU Practice App of the Year at the Xero Global App Awards 2025

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We’re proud to share that Dashboard Insights has been named AU Practice App of the Year at the Xero Global App Awards 2025; marking our second consecutive win, following our…

2025 Wrapped: What Accounting Firms Learned and What Comes Next

A Practical Mid-Financial Year Reset for Accounting & Bookkeeping Firms

As 2025 comes to a close, we’ve taken a step back to reflect on what we’ve learned from working closely with accounting firms across Australia and New Zealand. Through benchmarking…

The 5 Practice Metrics Every Firm Should Check Before 10 a.m.

The midpoint of the financial year is more than just a calendar milestone, in fact, it’s a strategic checkpoint. By now, accounting and bookkeeping firms have enough real data to…

Dashboard Insights named Finalist in the Xero Global App Awards 2025

It’s 10 a.m. Do you know how your firm is really performing today? For many accounting firms, the morning routine starts with: a flood of emails status meetings scattered spreadsheets…

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Dashboard Insight has been named a Finalist in the Xero Global App Awards 2025, recognizing its excellence and innovation within the Xero app ecosystem. Our product was selected as a finalist in the…

AI Won’t Replace Accountants, But It Will Replace the Way You Work

The 4-Level Framework for Accounting Firm Growth

Accountants have seen many waves of technology, from cloud software to workflow apps and automation, and now AI. Depending on who you talk to, AI is either the biggest threat…

6 WIP Management Strategies to Improve Workflow in Accounting Firms

In the accounting industry, implementing a data-driven framework is crucial – now more than ever – to drive operational efficiency, profitability, and ensure compliance. Developed from our own experiences of…

6 Ways to March into Efficiency with the FYI Elite Dashboards: Interactive

Accounting firms across Australia face increasing demands to deliver work quickly, accurately, and profitably. WIP, when managed poorly, can be the silent killer of efficiency and growth. But when managed…

Unlocking the Full Potential of XPM: 5 Key Takeaways from Our Latest Webinar

Efficiency is the backbone of a successful accounting firm, and leveraging data analytics is the key to optimising operations. The FYI Elite Dashboard, designed to integrate seamlessly with FYI Elite…

How Data Analytics Can Help Businesses Thrive in 2025

For many accounting firms, Xero Practice Manager (XPM) is a core component of their operations and workflow. However, firms often struggle with implementation, inefficient workflows, and limited real-time insights. Without…

The Secret to Better Advisory Services

In today’s competitive market, businesses cannot afford to rely on gut feelings or outdated processes. The ability to harness data effectively has become a cornerstone of success, particularly for businesses…

What’s New with Dashboard Insights: Take Control of Your Data with New Dashboards for Xero, FYI Elite, WorkflowMax and more!

Delivering quality advisory services can significantly enhance client relationships. However, spending countless hours on manual reporting can hold you back from delivering the high-value advice your clients need. That’s where…

Dashboard Insights Launches New Dashboards for Advisory, FYI Elite, WorkflowMax, and more

We’re excited to share that the new dashboards for Xero, WorkflowMax, and FYI Elite are now live on Dashboard Insights! Whether you’re using Xero, FYI Elite, or WorkflowMax, these dashboards…

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We’re excited to announce that Dashboard Insights is rolling out new dashboards designed to make managing data and making smart decisions for your business easier and more effective. Whether you’re…

Dashboard Insights FY24 Australian Accounting Firms Benchmarking Report

WFM Dashboards – Getting Started 100%

Running an accounting firm today requires delivering quality service and staying competitive by finding new ways to improve and grow. But in order to do that, it’s essential to understand…

How to avoid cracking the WIP to drive performance

Welcome to Dashboard Insights! We’re excited to have you explore the Dashboard Insights WFM Dashboards. Whether you’re diving in for the first time or looking for a quick refresh, this…

Selling your accounting firm: 5 elements to include in your exit strategy

Keeping on top of your accounting firm’s Work in Progress (WIP) is vital for tracking your practice team’s performance, staying on top of utilisation and making sure you’re…

How to define the value of your accounting firm

Putting your accounting firm on the market is a giant step for any partner. It will have taken you years, if not decades, to grow this practice and…

How to Decrease WIP Days and Bill Quicker with Dashboard Insights

When you’re busy running an accounting firm, there’s not always time to step back and think about the journey you’ve been on. But it’s important to stop and…

Profitability Roadmap: Unveiling KPI Mastery and Insights

Effective work-in-progress (WIP) management is not just a fundamental practice for accounting firms—it’s critical to financial stability and client contentment. High WIP days, indicating pending work and uninvoiced services, can…

Explore the Potential: See you at the Xero NZ Roadshows!

In the dynamic realm of accounting, efficiency is an essential piece of the puzzle. In order to ensure success, the following become imperative: Measurability Tangibility Being indispensable Recently, the Metrics…

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A World of Opportunities Awaits at Xero NZ Roadshows Dashboard Insights is thrilled to announce our enthusiastic participation in the upcoming Xero NZ Roadshows! This event stands as a pivotal…

What to Expect in Xerocon Sydney 2023: Your Ultimate Guide

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It’s that time of the year again! We’re buzzing with excitement as we prepare for Xerocon Sydney 2023, a highlight of the year for anyone interested in the world of…

Metrics that Matter: How each KPI of your Accounting Firm affects your Profitability

XPM Dashboards: Empowering Teams to Drive Business Performance & Maximise Profit

Profitability in the accounting industry isn’t simply about revenue earned. It’s directly influenced by a handful of key performance indicators (KPIs). These KPIs, although appearing as just numerical data, offer…

Xero Practice Manager – XPM dashboards to supercharge your firm

In our recent webinar, we did a deep dive on team empowerment and data-driven decisions to drive business performance and maximise profits. We explored the practical application of data analytics…