Talking about small business accounting , accounting apps, business management, profits, HST, personal and corporate tax, advantages and disadvantages. The how of business so you can run your business faster, smarter, better and with more profits. Working on your business, not in your your business. What is your major challenge in running your business? let me know and I can provide you my suggestion. moe@numetricacity.ca Check out our website at https://www.numetricacity.ca
…
continue reading
1
Accounting Apps Podcast| formerly Cloud Stories | Accounting Technology
Heather Smith | Accountant & Storyteller
*THE* podcast for accounting technology enthusiasts. Dive into the world of Accounting Apps with Heather Smith, a Chartered Accountant with a flair for storytelling and the engaging host of the Accounting Apps Podcast. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights t ...
…
continue reading
1
Accounting Tech Updates May’24 : 🛠️Exploring Inventory, Practice Management, and Must-Try Apps
58:08
58:08
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
58:08
Heather Smith and Tyler Caskey discuss feature and functionality releases, new integrations, pricing adjustments, and acquisitions in the Accounting Apps space during March, April, May ‘24. Today I’m speaking with Tyler Caskey Partner at The Bean Counters. In this episode, we talk about . . . News and updates from Xero, QuickBooks & MYOB were discu…
…
continue reading
1
🔄 Automating and simplifying the complexities of Lease Accounting | Adam Riches
50:13
50:13
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
50:13
Today I’m speaking with Adam Riches, CEO & Co-Founder of Netgain In this episode, we talk about . . . - Adam Riches discusses the new lease accounting standards IFRS 16 and ASC 842, and how Netgain helps clients navigate the complexities - Riches shares how Netgain automates lease data extraction from contracts using AI to save accountants time - T…
…
continue reading
1
Industry Disrupting CFO Advisor Kicking Goals ⚽ | Sarah Lawrance
36:04
36:04
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
36:04
Today I’m speaking with Sarah Lawrance, Founder & CEO of Hot Toast. In this episode, we talk about . . . - Sarah Lawrance shares her journey from childhood fascination with business to becoming a Certified Practicing Accountant (CPA) and founding her firm Hot Toast - Lawrance discusses her formative career experiences in Australia, London and fast-…
…
continue reading
1
🥊 Excel vs Software Battle: Fighting it Out Over the Future of Accounting Tech
29:39
29:39
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
29:39
- Heather Smith moderates a debate between accounting software pioneer Michael Wood and tech strategist John Toon on the pros and cons of Excel vs Software - Michael argues that while Excel excels for individual tasks, software is better suited for collaboration and building efficient workflows for businesses - John counters that users, not the too…
…
continue reading
1
🤖💼 The FAB Debate: AI vs The Human Touch in Accounting | Samuel Green
24:25
24:25
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
24:25
Today I’m debating Samuel Green, UK Partnership Account Executive of Employment Hero on AI vs the human touch in accounting at the Festival of Accountants and Bookkeepers - Smith argues the human touch is crucial for customer service and empathy while Greene emphasises AI's potential for efficiency and insights - Both agree AI can streamline repeti…
…
continue reading
1
📣 Live from the Festival of Accountants and Bookkeepers!
34:53
34:53
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
34:53
Heather Smith shares interviews from the Festival of Accountants and Bookkeepers in Birmingham, including conversations about launching a UK version of XBert, the funding journey of a founder, updates on Sage products, and Richard Sergeant's advice for vendors. Insights cover compliance, automation, growth and more. - Interview with Will Rush - GM(…
…
continue reading
1
Developing a Migration Strategy from WorkflowMax by Xero
58:23
58:23
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
58:23
Today I’m sharing with you a webinar I hosted on behalf of Projectworks and WorkGuru that provides an overview of alternatives to WorkflowMax by Xero as it reaches end of life 26 June 2024. The panellists who joined me were: Heidi Seal Ops Consultant at Business Sense (NZ) Matthew Peng Founder at Business Continuum Matt Hayter Co-Founder at Project…
…
continue reading
1
Unlocking Accounting Innovations: Live Banking, Global Solutions, Reporting Updates, and Xero's Invoicing Evolution Unveiled
54:14
54:14
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
54:14
Tyler Caskey, Partner at The Bean Counters joins me in this episode. Here are five interesting insights we talk about in the show: 1. Live Banking and Direct Digital Receipting: Tools like Weel and Airwallex enable real-time banking transactions, while solutions like Slyp and Tyro streamline payment processes by sending receipt details directly to …
…
continue reading
Startups face numerous challenges, particularly in the realm of accounting. Accounting lays the groundwork for all other business operations and can be complex, but mastering it is crucial for success. Here's a condensed guide on how startups can manage their accounting needs: **1. Importance of Accounting** - Accounting is vital for understanding …
…
continue reading
1
Full Stack Mastery – Elevate your Practice with Xbert | Cassandra Scott
1:17:32
1:17:32
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
1:17:32
Today I’m speaking with Cassandra Scott, Director of Laurus Bookkeeping In this episode, we talk about . . . - Delve into how Xbert leverages AI to scrutinise client accounting data, spotlighting over 80 potential anomalies and risks. - Discover the power of automating routine tasks such as payroll, BAS, and bookkeeping with standardised workflows.…
…
continue reading
1
How to Avoid Capital Gains Tax When Moving To A Rental Property
2:44
2:44
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
2:44
Converting Your Personal Residence into an Income-Generating Property: A Step-by-Step Guide with Subsection 45(2) of the Income Tax Act (ITA) Converting your personal residence into an income-generating property can be a strategic move for financial stability or for maximizing the value of your assets. However, this transition comes with significan…
…
continue reading
1
Improving Data Quality and Practice Management through Innovation | Jonathan Gaunt
50:34
50:34
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
50:34
Today I’m speaking with Jonathan Gaunt, co-founder of of Socket Digital, Xavier Analytics & FD Works In this episode, we talk about . . . Jonathan's transition from corporate accounting to entrepreneurship, embracing new opportunities and control over his career. Insights from working with Dragon's Den investor Richard Farleigh, focusing on solutio…
…
continue reading
1
How To Implement The Profit First System for Dentists
2:13
2:13
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
2:13
Profit First is a financial management system designed to help business owners, including dentists, prioritize profit by making it a priority and not an afterthought in their operations. In contrast to traditional accounting where profit is typically calculated after expenses, Profit First suggests setting aside profit first and then managing expen…
…
continue reading
Cash flow management is crucial for small business success. Tips include: Optimize cash flow by setting up interest-bearing accounts for your business. Utilize accounting software to track your cash flow and make informed decisions. Stagger bill payments to avoid depleting your cash reserves and maximize interest earned. Avoid customer payment dela…
…
continue reading
Business transformation encompasses a range of objectives, from boosting efficiency and profitability to enhancing financial management and team productivity. It's about envisioning a more successful and effective business model, one that potentially saves money and optimizes costs. Creating a system to grow and manage your business is key to reali…
…
continue reading
1
If cash is the king, how do you manage the cashflow?
3:11
3:11
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
3:11
Cash flow management is an essential aspect of business that often requires a well-thought-out strategy to ensure a company remains in the black, rather than incurring debts that could lead to its downfall. Businesses can fail when they overlook this concept, with 80% of such cases being attributed to this oversight. It's crucial that sales exceed …
…
continue reading
Cloud accounting software works exactly just like the traditional accounting software, only the cloud accounting software just like QuickBooks online is hosted on remote servers of QBO Transaction data is sent into “the cloud,” where it is processed and returned to the user. All application functions are performed off-site, not on the user’s deskto…
…
continue reading
1
How is Business, Really How is The Business?
4:06
4:06
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
4:06
How is Business, Really How is The Business? Maybe it was an idea that struck you out ofnowhere, or perhaps your small business’ inspiration was an idea and plan thatwas years in the making. Whichever it was, your small business is your baby,and running it successfully is something that is of paramount importance toyou. With that being said, there …
…
continue reading
Running a small business is no easy feat byany means. It requires daily effort, vision, and drive, among many otherthings. But one area where the mastery of small business finds most ownerscaught between a rock and a hard place is in the financial management of theiroperations. This area can affect every other facet of their business and makeany no…
…
continue reading
1
Five Apps That Put Your Business on Your Fingertips
2:35
2:35
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
2:35
Accounting industry has benefited so much from the technologyboom. Accounting and running a small business now adays have improvedexponentially. It wasn’t long ago that some colleges and university weretalking about “general Ledgers” “Books” and so on. Basically, accounting hadn’tchanged in a long time. Now, I am pleasantlysurprised when I see new …
…
continue reading
1
11 Tax Deductions that Start ups can not afford to miss.
3:08
3:08
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
3:08
Journey from Inception to Success It is extremely important for start-ups, entrepreneurs andeven business pros to keep track of their business expenses. These expenseswill reduce your taxes when it comes to file your personal tax returns (t1) orcorporate tax returns *T2). When taxseason starts the deductions will help and forms your strategic plans…
…
continue reading
1
The Devastating British Post Office's Point of Sale Scandal| Tom Herbert
42:06
42:06
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
42:06
In this episode, Tom Herbert, technology editor at Accounting Web, shares his insights on the British Post Office scandal, which has been ongoing for decades, ruining the lives of many subpostmasters. Heather and Tom discussed the problems with the Post Office's Fujitsu Horizon point of sale system implementation, leading to unbalanced reconciliati…
…
continue reading
1
5 deciding factors to choose the best tax professional
3:09
3:09
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
3:09
5 deciding features in selecting a professional to prepare your personal taxreturn (T1) Considerthese factors when you are looking for a tax professional, please get aprofessional to help you if your taxes are complicated. 1. Education and training There are different levels of professionals who prepare taxreturns. Some are CPAs meaning they are un…
…
continue reading
As a dentist running your own practice inCanada, tax planning is an important part of managing your finances. Yourchoices about business structure, deductions, income smoothing, and retirementsavings accounts can significantly impact how much you pay in taxes each year. An optimized tax strategy can lead tosubstantial savings over your career. Befo…
…
continue reading
Forget dividends, it is a trap! John is a lawyer and asked me to review his financialstatements. While I was reviewing the income statements, I noticed that thetotal salary for the 12-month period was 45K. I looked in more detail on his corporation QuickBooksOnline (QBO) file and notice his salary was at 22K. I looked at John and said, you made les…
…
continue reading
1
Accounting Industry Trends to Watch in 2024 | Tyler Caskey
49:34
49:34
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
49:34
Today I’m speaking with Tyler Caskey, Partner at The Bean Counters In this episode, we talk about . . . Accounting industry trends in 2024 Crafting accounting stories for clients, marketing and career coaching. AI, Automation & ChatGPT in accounting. Remote work trends and virtual teams in the accounting industry. Pay raises, career progression, an…
…
continue reading
1
An Accountant's Manifesto: David Boyar's Journey to Transform the Profession
45:59
45:59
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
45:59
The biggest kept secret in the Australian accounting industry: The acquisition of Change GPS by Access Group. This episode is kindly sponsored by Employment Hero: The All in One HR, Payroll & Benefits Platform https://employmenthero.com/ Translucent The Multi-Entity Accounting solution https://www.translucent.io/ In this episode - David Boyar refle…
…
continue reading
1
Kicking Off 2024: Adventures, Insights, and Changes from Heather Smith
10:01
10:01
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
10:01
The big news is I'm rebranding the Cloud Stories podcast to the Accounting Apps podcast (fingers crossed) In this episode, I talk about . . . Summer adventures with family and Chester the Border Collie in Elanora and Crows Nest Catching up on admin backlog and office makeover Website update with recent photos and videos Rebranding Cloud Stories pod…
…
continue reading
2023 has been a brilliant technicolour year for me, and I’m delighted to end it on yet another high, hitting 20 000 podcast episode downloads during the year. As an accountant I do like a nice round number. Thank you to the many listeners, especially those who hit the subscribe button. Thank you to the many guests who graciously share their time wi…
…
continue reading
Heather Smith delves into the transformative role of ChatGPT in the accounting sector. The discussion begins with an early adopter's perspective, highlighting the initial challenges and the evolving capabilities of ChatGPT. She explores its practical applications in tasks like email drafting and webinar planning, emphasising its ability to add crea…
…
continue reading
1
Solving the Multi-Entity Problem: The Story Behind Translucent | Michael Wood
59:20
59:20
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
59:20
Michael Wood truly lives and breathes the title entrepreneur. Currently he’s Founder & CEO of Translucent. His LinkedIn profile reveals he’s also the founder of 4 other companies. The company that you’re likely to know him from is Receipt Bank. Michael was the original co-founder and was there till April 2021, when it was acquired by private equity…
…
continue reading
1
Live from Sydney Accounting and Business Expo
46:10
46:10
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
46:10
I had a brilliant time at the Expo. I delivered four sessions on Apps, Ai, ChatGPT & Habits and honestly was shocked at how packed they all were. Expos give me an efficient opportunity to catch up with Sydney friends and, as it was not purely an accounting conference, but also a business conference, there were colleagues from different industries. …
…
continue reading
1
MediaPhones to Accounting Dashboards to Digital Marketplaces : The Design Journey of Xero’s Co-Founder | Philip Fierlinger
1:02:40
1:02:40
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
1:02:40
Xero co-founder Philip Fierlinger shares the story behind building one of the world's most successful accounting platforms, Xero He discusses his early inspiration from car dashboards and the gamification of bank reconciliations. Fierlinger also reveals how his latest startup Upstock is transforming the inefficient B2B food ordering process and lev…
…
continue reading
1
Live from the Transformational TOACon ‘23 conference
1:45:08
1:45:08
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
1:45:08
A collection of interviews from TOA Global clients, staff, and partners, including a special interview with the emcee Kat Davidson, who shares some tips on public speaking. Relive your time at TOACon ‘23, or get a taste for what happened. Today I'm bringing you interviews from the TOA Global Transformational conference held at the Sheraton Mirage o…
…
continue reading
1
Hour 1 of Ottawa Now for Thurs. November 16th, 2023 interview with Moe Tabesh
33:15
33:15
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
33:15
Here is my interview with Kristy Cameron about the CEBA LOAN on CFRA. Consequences of businesses getting closed if they don't pay the CEBA loan. Ottawa-based accountant Moe Tabesh has started an online petition that is quickly gaining traction. With over 13,000 signatures already, he is calling on the feds to consider forgiveness for unpaid CEBA lo…
…
continue reading
1
From Clutter to Clarity: Resolving Your Business's Data Overwhelm
1:29:25
1:29:25
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
1:29:25
What are your options when your tech stack is bursting at the seams? You’re struggling to get visibility over what’s happening. You’re balancing multiple spreadsheets and you’re spending a lot of time consolidating data. If you are trying to resolving your business's data overwhelm there are a number of options: Spring cleans all the files, and all…
…
continue reading
1
CEBA Loan and what we can do about it.
11:25
11:25
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
11:25
As a business consultant, I have witnessed firsthand the struggles of my clients who have borrowed funds through the Canada Emergency Business Account (CEBA) to keep their businesses afloat amidst the economic turmoil caused by the pandemic. These are hardworking individuals who contribute significantly to our economy, yet they find themselves unab…
…
continue reading
1
Scaling a Boho Bridal Gown Business with NetSuite | Sarah Rynja
22:13
22:13
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
22:13
Discover how Grace Loves Lace transformed their bridal gown business with a strategic NetSuite implementation. Learn insights on scaling operations and enhancing efficiency in the fashion industry. Today I’m speaking with Sarah Rynja, Global Systems Manager of Grace Loves Lace In this episode, we talk about . . . - The NetSuite implementation she h…
…
continue reading
1
Trends, Triggers, and Transformation: How NetSuite Helps Australian Businesses Grow| Scott Wiltshire
29:47
29:47
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
29:47
Explore how NetSuite empowers Australian businesses to thrive. Scott Wiltshire delves into the transformative impact of NetSuite solutions on local SMEs, offering insights and success stories for business growth in Australia. Today I’m speaking with Scott Wiltshire, Vice President & GM, Oracle NetSuite ANZ In this episode, we talk about . . . 1. Ne…
…
continue reading
1
From Pioneers to Partners: A 20 Years Journey with NetSuite | Don McLean
32:04
32:04
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
32:04
Explore the 20-year evolution of NetSuite partnerships through Don McLean's insights, highlighting key milestones and the future of cloud ERP solutions. Today I’m speaking with Don McLean, CEO of PKF Digital, who shares insights and experiences from his 20 year journey with NetSuite. In this episode, we talk about . . . 1. Don McLean's background a…
…
continue reading
1
Live from the Accounting & Finance Show Asia
1:23:51
1:23:51
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
1:23:51
Join Alex and I as we walk around the floor of the Accounting and Finance Show Asia. We speak with: Namrata Goyal - Regional Manager Grab for Business Julian Sng - Head of Marketing & Communications - Institute of Singapore Chartered Accountants (ISCA) David Hanna - Co-Founder & CEO Finmo Darius Fong - Automation Evangelist at Blue Sheets Kevin Fit…
…
continue reading
1
Elevating the Impact of Advisory Services | Ash Brown
42:05
42:05
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
42:05
Today I’m speaking with Ash Brown, the Founder & CEO of Empiraa. Ash Brown, a former leader with 15 years of experience in SME management. Frustrated with the disconnect between business planning and execution, Ash created a solution to help businesses align their plans in a simple and effective way. With a strong belief that work should feel good,…
…
continue reading
1
The Tanda Story: From University Bar to Brisbane Skyline | Alex Ghiculescu
51:40
51:40
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
51:40
Today I’m speaking with Alex Ghiculescu, co-founder of both Tanda and Workforce.com. Alex is known for blogging and has a Substack newsletter where he shares stories from his 10+ years of building Tanda. Additionally, through Keen Strategies, Alex invests in B2B SaaS companies offering early-stage investments alongside technical and operational exp…
…
continue reading
1
The Magic Change Management Playbook | Weel
44:51
44:51
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
44:51
Today I’m sharing a panel discussion from the Weel CFO Summit ‘23. This discussion covered key considerations for finance technology procurement strategies, including expense management solutions, revenue collection processes, and spreadsheet vs reporting apps. The panellists provided advice on touching multiple solutions, negotiating pricing, and …
…
continue reading
In this episode, I’m sharing a talk I gave on Content Creation for Building your Brand at the Tropical Innovation Festival in Cairns on May 23. I talk about: Robot vs human-led content. How to leverage ChatGPT and other tools in your content creation process. Questions are a gift, how to leverage them in your content. Recycle, Reuse and Repurpose c…
…
continue reading
1
Prioritising User Voice to Drive Product Development at Dext | Sabby Gill
26:05
26:05
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
26:05
Today I’m speaking with Sabby Gill, CEO of Dext. In this episode, we talk about . . . Sabby discussed his first 10 months as CEO of Dext and the changes he has implemented Sabby has been getting out to see accountants, bookkeepers and attending trade shows and regional shows. He has been listening to user feedback to better understand partners' nee…
…
continue reading
1
Tightening Your Internal Financial Controls | ApprovalMax
47:32
47:32
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
47:32
Today I am sharing with you the audio from a recent webinar I hosted on behalf of Xero and Approval Max. The topic was "Tightening Your Internal Financial Controls: How to Develop and Enforce for Maximum Effectiveness" the experts joining the session were Simon Foster GM Product - eInvoicing @ Xero and Cassandra Scott Director Laurus Bookkeeping, a…
…
continue reading
AI is such a hot topic at the moment! It was great to have a conversation with some experts, to identify some practical applications and dispel some myths. Some of the highlights from this conversion were : 🤖 AI is here to stay in finance. 💡 Productivity gains are at the fingertips of everyone. 🌍 AI is accessible to all. 🔑 Why businesses should be …
…
continue reading
1
The 💡Power of Strategic Forecasting | Darren Glanville
53:54
53:54
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
53:54
Joining me today is Darren Glanville Country Manager - UK & EMEA @ Fathom. Darren is no stranger to the accounting profession and has more than twenty years experience helping accounting practices develop digital strategies and processes to drive efficiencies and profitability. Having worked for some of the biggest software providers including Sage…
…
continue reading
1
Building Bridges between Accounting Platforms and Google Spreadsheets | Andrey Kustarnikov
19:38
19:38
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
19:38
Joining me today is Andrey Kustarnikov, the CEO, Founder and visionary behind G-Accon. Andrey and G-Accon have been a strategic partner for many years, and they flew into Atlanta to meet me, and we spent several days together. Andret and his wife and co-founder Maria very kindly took me on a tour of Atlanta, in their Tesla - how lucky am I!! Let me…
…
continue reading