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Time Management Technology and Techniques for Busy Seasons

The Year-end Playbook: Ensuring Accuracy and Efficiency amidst the holiday chaos

The holiday season can often spell stress and chaos for accountants and bookkeepers. While you navigate your own year-end obligations, your business clients are experiencing their own challenges—spikes in expenses, cash flow fluctuations, and heightened demands for advisory and year-end reporting.  Accountants and bookkeepers often find themselves under increased pressure managing both their practice and their clients.
However, with the right strategies and tools in place, the holiday season can also become an opportunity for growth and efficiency.
Join Justin Thomas of Indiana Advisory and Dave Gorter of Sky Books, along with George Bartlett and Philippa Lee from Dext team for a dynamic webinar tackling holiday pain points and strategies to support your clients effectively while managing your own workload.  
Join this session and you’ll learn:
  • Time Management Techniques: Discover smart strategies to manage both your practice and client demands during busy seasons.

  • Handling Holiday Challenges: Learn how to better manage common challenges such as increased client transactions, public holidays and leaves, staff shortage and managing client expectations

  • Growth Opportunities:Transform the holiday season from a stress period into an opportunity for valuable and billable client engagements and advisory services

  • Expert Insights: Gain valuable perspectives from seasoned professionals who have successfully navigated holiday seasons over the years

  • Leveraging Technology: Uncover the latest tools and features of Dext that can improve efficiency and client service during holiday season
Hear from our panel of seasoned experts who have successfully navigated numerous holiday seasons, overcoming internal practice challenges and effectively managing diverse client needs.

Watch On Demand

About our Speakers:

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George Bartlett

Senior Customer Success Manager, Dext

George has been with Dext for over two and a half years as a Senior Customer Success Manager. Before joining, he spent six years in London as a Chartered Accountant, supporting small and medium-sized businesses with everything from bookkeeping to audits. At Dext, George is passionate about helping his partners embrace technology to simplify their workflows and loves witnessing those ‘light bulb’ moments when they see how much time Dext can save them.

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Pip Lee

New Business Consultant , Dext

Pip is a New Business Consultant at Dext, working closely with accounting/bookkeeping firms to help them streamline their data workflows and maximise the value of automation. With a background in FinTech and client engagement, Pip is passionate about helping practices improve efficiency and deliver more insight-driven services through Dext.

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Justin Thomas

Founding Director,  Indiana Advisory

Justin Tomas (GradDipCA, BBUS (ACC)) is the Founding Director of Indiana Advisory, a Sydney-based Chartered Accounting and business advisory firm helping small business owners thrive. A Chartered Accountant and registered tax agent, Justin combines deep technical expertise with a modern, people-first approach to accounting. Justine continues to champion transparency, agility, and real-world impact—redefining how accountants partner with clients to drive growth and clarity.

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Dave Gorter

Director,  Sky Books

Dave Gorter is the Founder and Director of Sky Books, a forward thinking bookkeeping firm that partners with SMEs to streamline their financial operations through cloud-based, paperless solutions. A BAS Agent and long-time advocate for technology-driven efficiency, Dave specialises in helping businesses optimise their systems and save valuable time. He is passionate about leveraging tools like Dext to drive efficiency and accuracy.