Accounting Apps Podcast | Accounting Technology | Formerly Cloud Stories podcast

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80 subscribers

Accounting

تمت الإضافة منذ قبل nine عام

المحتوى المقدم من Heather Smith and Heather Smith | Accountant. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Heather Smith and Heather Smith | Accountant أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

We Have The Receipts

1
Battle Camp: Final 5 Episodes with Dana Moon + Interview with the Winner! 1:03:29

منذ يومين1:03:29

التشغيل لاحقا

قوائم

إعجاب

احب

1:03:29

Finally, we find out who is unbeatable, unhateable, and unbreakable in the final five episodes of Battle Camp Season One. Host Chris Burns is joined by the multi-talented comedian Dana Moon to relive the cockroach mac & cheese, Trey’s drag debut, and the final wheel spin. The Season One Winner joins Chris to debrief on strategy and dish on game play. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

منزل السلاسل•Feed

Exploring the intersections of accounting, technology and modern practice methodologies. Hosted by Heather Smith, an award winning Chartered Accountant with a flair for storytelling. 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 that offer you a competitive edge. Delve deeper into the Accounting Apps landscape and enhance your understanding. The podcast promises enlightening discussions in the fields of accounting, technology and artificial intelligence. Hit that subscribe button now! Subscribe to the Accounting Apps newsletter: http://AccountingApps.io Join the free Accounting Apps community to continue the conversations. https://www.facebook.com/groups/XeroMasterMind Brilliant guests include entrepreneurs, founders, business consultants, accountants, bookkeepers, small business owners, cloud advisors, developers, cloud integrators and solution providers. Each month guests share how they built their business and how your business or clients can use technology to be more effective and efficient. This may include exploring: *How you can implement and integrate business tools with your online accounting software to automate processes, improve productivity, and profitability; *How to build a business developing business apps; or *How to build a tech stack that meets your business needs or introduce your clients to them. Contact details: LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

221 حلقات

#Addons #Xero #Heather Smith #Accounting #Business #Business Disciplines #Heather Smith | Accountant #Business News #News #Tech News #Entrepreneur #Bookkeeping #Development #Advisors #Cloud IT #Integrative

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

80 subscribers

updated منذ 28 يومًا

منزل السلاسل•Feed

221 حلقات

كل الحلقات

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
How to End the Wild West of Cloud Integrators ⚙️ | Ryan Pearcy 37:03

منذ 28 يومًا37:03

37:03

Today I’m speaking with Ryan Pearcy, founder of Digital Transformers and co-host of the Digi-Tools in ACCruel World podcast. Background: From theoretical physicist to chartered accountant with a passion for cloud technology From Theory to Tech: Ryan shares his journey from theoretical physics to founding Digital Transformers, helping accounting firms streamline systems and gain smarter insights Digital Transformation vs. App Advisory: Why true transformation is about processes, not just plugging in apps Fixing the Wild West: Ryan’s mission to bring quality, accreditation, and structure to digital advisory services within the profession Partnering with ICAEW: Efforts to integrate digital transformation into formal accounting practice standards AI’s Impact: How AI is reshaping client relationships—from advice to assurance—and why pricing models need to evolve Top Tools Mentioned: FYI, FuseSign, Xero – for practice and financial management ApprovalMax – to streamline approvals and bring in purchase order controls Addfin – flexible payment options Fathom – advanced reporting Active Workpapers – modernising workpaper processes Pro Tips for Firms: Start with expense management automation, consider phased system rollouts, and never underestimate the value of post-implementation support Stay Ahead: Ryan recommends using tools like Feedly and following communities like Digital Disruptors to keep pace with evolving tech Get Involved: Connect with Ryan on LinkedIn https://www.linkedin.com/in/%F0%9F%8E%99%EF%B8%8F-ryan-pearcy-a3883a34/ Follow the Digital Disruptors newsletter and live sessions Listen to the DigiTools in ACCruel World podcast Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Digital Transformation & AI in Accounting – 🤖The Future is Now 27:40

منذ 5 weeks27:40

27:40

A dynamic panel explores how accountants can lead digital transformation, harness AI, train teams, and shift from compliance to advisory to stay relevant in a fast-changing tech landscape. The role of trusted advisors in leading digital transformation. Challenges in adopting new tech, especially in larger firms with undertrained internal finance teams. The critical importance of training staff and upskilling, starting from the advisory end and working backwards. Using tools like Dext and other cloud accounting apps to streamline processes and enhance client engagement. The value of certifications, networking, and community learning. Emphasis on simplifying processes before layering tech solutions. This panel was held at the Accounting and Business Expo in Sydney, and was sponsored by Dext . Dext is a cloud-based accounting software platform that helps accountants, bookkeepers, and businesses streamline financial data collection and processing. Formerly known as Receipt Bank, Dext offers tools for automated data extraction, invoice and receipt management, and real-time financial insights. It integrates with leading accounting systems like Xero, QuickBooks Online, and Sage, making it easier to reduce manual data entry, improve accuracy, and speed up workflows. With a strong focus on automation and AI, Dext empowers advisors to shift from compliance work to more strategic, advisory-focused services. Contacts and resources: Lielette Calleja (BusinessDEPOT) https://www.linkedin.com/in/lielettecalleja/ Aleesha Bailey (RSM Australia) https://www.linkedin.com/in/aleesha-bailey/ Sabby Gill (CEO of Dext) https://www.linkedin.com/in/sabbygill/ Heather Smith : https://www.linkedin.com/in/HeatherSmithAU/ KPMG : Keeping Us Up At Night https://assets.kpmg.com/content/dam/kpmg/au/pdf/2025/keeping-us-up-at-night-2025.pdf Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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🚀 Accounting Tech Updates 1st QTR 25: From AI to Automation 22:58

منذ 6 weeks22:58

22:58

My co-host Tyler Caskey Partner at The BeanCounters and I presented a taster of our quarterly Accounting Tech update podcast at the popular Accounting & Business Expo in Sydney. In this episode, we talk about . . . Big Software Moves: Xero retires classic invoicing and introduces drag/drop bill uploads; QuickBooks enhances Projects and Work area; MYOB adds new reminders; Easy Business adds ABA payroll. ERP & Practice App Upgrades: NetSuite introduces AI-powered “Text Enhanced,” while XonBoard simplifies Xero onboarding—praised as “worth its weight in gold.” Insights & Oversight Tools: Fathom launches Portfolio for client-wide metrics; Dext refreshes its dashboard; Spotlight Reporting pushes ESG advisory via Sustain. Standout Tools & Features: Modano’s online budgeting praised, Translucent adds 6 tracking categories & Deferred Revenue App, Karbon expands KPI reporting and integrates Chrome extension. Ecosystem Growth: Sharesight adds Drawdown Risk and improved cost reporting; Fergus integrates with Xero for builders; Workshop Software boosts mobile bookings; EZRentout enhances order pipelines. Contact details: Tyler Caskey : https://www.linkedin.com/in/tylercaskey/ The Bean Counters : https://www.thebeancounters.com.au/ Heather Smith: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
📢How to stay focused and productive | Andrew Sims 52:34

منذ 9 weeks52:34

52:34

Today I’m speaking with Andrew Sims, CEO of SuiteFiles Key Learnings from this episode include: Understanding Fatigue: Decision, friction, and task fatigue impact productivity. Recognising them is the first step to overcoming them. Practical Boundaries: Setting clear work boundaries and minimising interruptions can dramatically improve focus. Calendar & Meeting Management: Colour-coded calendars, automated scheduling tools, and meeting transcribers save time and reduce cognitive overload. Digital Decluttering: Organised digital workspaces reduce friction fatigue and make information retrieval seamless. Deep Work Techniques: Methods like the Pomodoro technique, energy peak planning, and music-driven focus improve concentration. The Right Tech Tools: Document management, email organisation, and workflow automation enhance efficiency and reduce time wasted on repetitive tasks. Resources To find out more about SuiteFiles: https://www.suitefiles.com/ Andrew Sims https://www.linkedin.com/in/adsims/ Contact details: Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting Threads: https://www.threads.net/@heathersmithau BlueSky: https://bsky.app/profile/heathersmithau.bsky.social…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
💪Tech, Triathlons + Tenacity: Jo Hurley’s Inspiring Story 29:55

منذ 10 weeks29:55

29:55

As a female founder in fintech, Jo Hurley shares her journey as a tech entrepreneur learning from other sectors, selling her business to Deloitte, and how endurance sports fuel her personal growth. Today I’m speaking with Jo Hurley Chartered Accountant Motivational Speaker and Triathlete Key learnings from this episode include: Tech in Finance: How Jo leveraged technology to transform audit processes. Women in Tech: Facing industry pushback & building networks beyond finance. Selling a Business: The realities of selling to Deloitte & unexpected retirement. Mindset & Endurance: How Ironman training fosters discipline & deep reflection. Storytelling & Speaking: Using experience to connect with and inspire others. Resources The Light Year Docs 25 event https://www.lightyeardocs.com.au/event-details/lyd25-unstoppable-growth-conference-online-2 LinkedIn https://www.linkedin.com/posts/heathersmithau_lyd25-lyd25-accountingandaccountants-activity-7296297019323691009-etYO/ https://www.linkedin.com/posts/heathersmithau_lyd25-accountingandaccountants-lyd-activity-7294927985101393920-lT6K/ https://www.linkedin.com/posts/heathersmithau_accountingandaccountants-lyd25-futureofaccounting-activity-7294962990074765313-5JxZ/ https://www.linkedin.com/posts/heathersmithau_accountingandaccountants-lyd25-futureofaccounting-activity-7295609805522489344-pK6r/ Contact details: Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting Threads: https://www.threads.net/@heathersmithau BlueSky: https://bsky.app/profile/heathersmithau.bsky.social…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Unlocking Productivity with AI-Powered NetSuite 🚀 | Scott Wiltshire 20:58

منذ 11 weeks20:58

20:58

Discover how NetSuite’s new AI-powered Text Enhance feature is revolutionising finance teams, streamlining workflows, and boosting productivity with secure, business-specific automation —all while keeping data secure. Scott Wiltshire from Oracle NetSuite shares insights into AI-driven automation, its impact on finance and operations, and why Australian & NZ businesses should embrace this next-gen technology. Discover how NetSuite's new AI-powered "Text Enhanced" feature is revolutionising finance teams by automating manual tasks, improving productivity, and providing smarter business insights Today I’m speaking with Scott Wiltshire, Vice President & GM, Oracle NetSuite ANZ Key Learnings from the Episode: NetSuite's "Text Enhanced" Feature: Uses generative AI to automate content creation within the ERP system. Boosting Productivity: AI-powered automation helps finance teams with collections, journal entry annotations, and other manual documentation tasks. Data Security & Compliance: The AI assistant ensures strict security protocols, keeping company data protected within Oracle Cloud. Personalized AI Assistance: AI-generated content is tailored to specific company data, improving accuracy and relevance. Competitive Advantage: Businesses leveraging AI early gain efficiency, scalability, and a productivity boost. SuiteConnect 2025: NetSuite’s regional conference in Sydney will unveil more AI-powered innovations and training opportunities. Contact details: Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting Threads: https://www.threads.net/@heathersmithau BlueSky: https://bsky.app/profile/heathersmithau.bsky.social…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Accounting Bingo 2025 🎯 34:38

منذ 17 weeks34:38

34:38

🎙️ Welcome to the Accounting Apps podcast, where we spotlight trends and tools shaping the world of accounting. I'm Heather Smith, and today we’re playing a little game of Accounting Bingo for 2025! What's on the bingo card for the year ahead? We’re talking about technology, tools, and trends that are transforming our profession. Let’s dive in! 🎙️ Subscribe to the Accounting Apps newsletter here http://AccountingApps.io This is the ChatGPT podcast script I used for the episode Square 1: AI-Driven Automation 🤖 It’s no surprise that AI is at the top of our bingo card. In 2025, AI is automating repetitive tasks, analysing vast amounts of data, and even predicting trends. Whether it's categorising transactions or providing forecasting insights, AI tools are making accountants' lives easier. Brand Watch: Xero’s AI-powered bank reconciliation and QuickBooks’ Smart Suggestions are leading the charge. Square 2: ESG Reporting Tools 🌱 Environmental, Social, and Governance (ESG) is no longer optional. With mandatory ESG reporting becoming standard, accountants are helping clients track their sustainability metrics alongside financial ones. Brand Watch: Spotlight Sustain: Measure and enhance the positive impact that your organisation or clients can create. SAP and Oracle are embedding ESG tools right into their platforms, making it simpler to comply with new regulations. Square 3: Cloud-Based Collaboration ☁️ Cloud-first is the only way forward. Accountants are embracing platforms that allow teams and clients to collaborate in real-time, from anywhere in the world. Cloud-based solutions have become essential for remote and hybrid work. Brand Watch: Xero, MYOB, and QuickBooks Online are household names, while Karbon is adding powerful collaboration features for practice management. Square 4: Data Analytics and Visualisation 📊 Seeing is believing – and understanding. Advanced analytics tools are helping accountants go beyond numbers to tell compelling stories with data. Visualisation tools are bringing balance sheets and profit-and-loss statements to life. Brand Watch: Power BI, Fathom, and Tableau are must-haves for visualising financial insights. Square 5: Enhanced Cybersecurity 🔒 Security is non-negotiable. With the rise of cyberattacks, protecting client data is critical. Accountants need robust cybersecurity measures built into their workflows. Brand Watch: Platforms like Practice Protect and 1Password are safeguarding sensitive financial information. Square 6: Advisory 💼 Advisory is the future. Accountants are evolving into strategic advisors, helping clients make data-driven decisions to grow their businesses. Offering more personalised services is the new normal. Brand Watch: Clarity HQ https://clarity-hq.com/ The Gap https://www.thegaphq.com/ Square 7: Remote Work Technologies 🏠 Work from anywhere, but stay connected. Accountants are relying on tools that keep their teams productive and clients engaged, no matter where they’re working from. Brand Watch: Microsoft Teams and Zoom remain essentials, while Slack adds another layer of real-time communication. Square 8: Automation for Compliance 📜 Stay compliant without the headache. With ever-changing regulations, automation tools are stepping up to handle compliance tasks. From tax filings to payroll, automation reduces errors and saves time. Brand Watch: XBert and ATO-certified tools like BAS Agent Portal integrations are a hit in Australia. Square 9: Simplified Payments 💳 Get paid faster and easier. Streamlined payment solutions are helping accountants and their clients manage cash flow more effectively. Brand Watch: Ignition Solo is a new offering for automated agreements and payments. Square 10: Sustainability in Practice 🌍 Greener practices for a better future. Beyond ESG reporting, accountants are looking inward to adopt sustainable practices in their own businesses. Brand Watch: Platforms like Dext are enabling paperless workflows, contributing to a greener planet. Conclusion 🎙️ That’s our bingo card for 2025! Which trends are you already embracing, and which ones are still on your wishlist? The world of accounting is evolving rapidly, and staying ahead of these trends will help you thrive in the year ahead. Thanks for tuning in to the Accounting Apps podcast. Until next time, keep innovating! 🎙️ Subscribe to the Accounting Apps newsletter here http://AccountingApps.io Contact details: Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Empowering Multi-Entity Businesses: New Tools ⛏️ for Data Accuracy and Reliability | Michael Wood 43:44

منذ 22 weeks43:44

43:44

Translucent CEO Michael Wood discusses the company's recent launch event, new features like automated intercompany reconciliation and custom tracking categories, and the importance of addressing data model issues for multi-entity businesses. Today I’m speaking with Michael Wood Founder & CEO of Translucent In this episode, we talk about . . . 🎯 Innovating for Multi-Entity Teams: Translucent unveils tools designed to tackle complex multi-entity challenges. 🛠️ New Features Highlighted: Granular permissions, tracking category audits, and intercompany auto-reconciliation take centre stage. 🔍 Tracking Categories Expanded: Solving a long-standing limitation with additional data dimensions and smarter tracking tools. 📊 Custom KPIs Made Easy: Flexibility to build financial reports tailored to unique business needs. 🚀 Future-Proofing Finance: Quarterly updates promise a steady stream of impactful features and tools. 💡 Shape the Innovation: Listeners are encouraged to share their input on future product development. Contact details: Michael Wood : https://www.linkedin.com/in/michaelwood/ Translucent https://www.translucent.io/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Accounting Tech Updates 🖥️ Third QTR '24 1:14:45

منذ 26 weeks1:14:45

1:14:45

Join Heather Smith and Tyler Caskey as they share global insights from Xerocon, SuiteWorld, and beyond. Discover the latest in accounting tech—new features, strategic shifts, and practical tools to boost your practice. Here are the many reasons you should listen in! 🔹 Get Ahead with the Latest Accounting Tech: Key updates from Xerocon, SuiteWorld, and other global events to keep your practice at the cutting edge. 🔹 Learn from Industry Insights: Heather and Tyler share real-world experiences, insights from speaking at major conferences, and practical tools they use. 🔹 Discover New Apps and Integrations: Explore innovations in automation, AI, ERP solutions, and practice management tools tailored for accountants. 🔹 Stay Updated on Payment Solutions: Hear about new Stripe and Pinch Payments features that can streamline client billing and payments. 🔹 Tech Trends to Watch: Find out what’s trending in accounting technology, from AI-driven tools to expanded reporting capabilities, and what’s coming next. 🔹 Optimise Your Workflow: Get tips on integrating tools like ApprovalMax, XBert, and AccountKit to enhance efficiency and accuracy in your practice. 🔹 Insights on Flexible Work Benefits: Heather and Tyler’s global work and travel experiences offer unique perspectives on balancing work and exploration. BLOG : https://www.accountantsdaily.com.au/technology/20731-latest-tech-updates-for-the-accounting-space Contact details: Tyler Caskey: https://www.linkedin.com/in/tylercaskey/ B: https://www.thebeancounters.com.au/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Transforming a Professional Services Firm to $130M 💵 | Mark Orttung 49:27

منذ 27 weeks49:27

49:27

Gain insights from an experienced leader who has successfully scaled multiple professional services and technology companies. Learn strategies for driving innovation, improving operational efficiency, and providing real-time visibility for consulting firms. Understand how to leverage patents and intellectual property to differentiate your business. Get advice on effective leadership approaches, including the power of being a proactive listener. Today I’m speaking with Mark Orttung, CEO of Projectworks. The conversation provides a wealth of practical, hard-earned wisdom for anyone looking to grow and improve their professional services business. In this episode, we talk about . . . Mark Orttung's journey from scaling Nexiant and Bill.com to leading professional services automation platform Projectworks Insights on driving innovation and providing real-time visibility to reduce administrative burdens for consulting clients Leveraging patents and his approach to effective leadership, including the importance of being a proactive listener Strategies for scaling consulting firms, including differentiation, go-to-market, and continuous improvement Collaboration with AICPA and enabling accounting firms to create new revenue streams Projectworks is a professional services automation platform that’s easy to use and enables the world’s experts to focus on their passion. Professional services and consulting firms use Projectworks' to better plan their projects, resources, and profits and gain insights into real-time project performance and bottom-line projections. The platform integrates with leading accounting, reporting, and CRM systems, including Xero, QuickBooks, HubSpot and Salesforce. I strategically partner with Projectworks. Contact details: W: https://projectworks.com Mark Orttung: https://www.linkedin.com/in/markorttung/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Empowering Customers through AI Innovations 🤖 | Brian Chess 24:18

منذ 28 weeks24:18

24:18

Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Brian Chess, SVP Technology and AI, of Oracle NetSuite. Brian oversees the development and operations of NetSuite’s technology stack, platform, and AI-driven functionality. He holds a Ph.D. in Computer Engineering as well as more than a dozen patents related to integrated circuit design, web-based applications, and computer security. We discuss: The concept of "AI built in, not bolted on," referring to the deep integration of AI with NetSuite. The philosophy of "human in the loop," emphasising the importance of human oversight and trust in AI systems. Brian believes the best AI feature will likely be created by NetSuite customers, leveraging the platform's openness. On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to! Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences. Contact details: Accounting Apps newsletter: http://accountingapps.io Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Navigating the NetSuite Ecosystem 🌿 with Approval Max's CRO, Matt Lowry 15:47

منذ 29 weeks15:47

15:47

Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Matt Lowry, Chief Revenue Officer | GTM Leader at ApprovalMax. Matt is a commercially-minded and proactive revenue leader with SaaS scale-up experience. Particular areas of expertise include GTM strategy, revenue operations, sales, special projects, and customer experience. Matt and I have known each other for a few years, and he was representing Approval Max on the floor of the SuiteWorld conference. I jumped at the opportunity to speak with him, and get his perspective on the conference. We discuss: The vastness and variety of activities at the Oracle CloudWorld and SuiteWorld event, including a pottery studio and a bird conservancy! Attendee's keen interest in learning about third-party apps, and the experience of being first-time exhibitors. The importance of cloud integrators and technology solution providers in the NetSuite ecosystem, as they play a crucial role in helping clients implement and integrate solutions. I’ll also highlight that afterwards he wrote a LinkedIn post highlighting that in the Mid-Market/ERP space, lots of third party apps don't offer free trials, and they tie you into an annual contract. Add a bit more… https://www.linkedin.com/feed/update/urn:li:activity:7241770061076533250/ On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to! Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences. Contact details: Accounting Apps newsletter: http://accountingapps.io Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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⚙️ How AI-Driven Efficiency Is Revolutionising Business Processes | James Chisham 21:53

منذ 30 weeks21:53

21:53

Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with James Chisham, Vice President Product Management at Oracle NetSuite. James has been instrumental in advancing NetSuite's international product offerings, particularly within the EMEA region. His leadership has helped shape NetSuite’s ERP and cloud solutions globally. We discuss: Key Innovations and Product Developments at Suite World The importance of financial exception management and how AI can provide suggestions and guidance. Oracle NetSuites "global be local" vision and the focus on localisation and compliance. On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to! Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences. Contact details: Accounting Apps newsletter: http://accountingapps.io Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Manufacturer's Journey to Modernise 💻 with NetSuite | Bruce Fitzgerald 21:15

منذ 31 weeks21:15

21:15

Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Bruce Fitzgerald, CEO, Extel Technologies, a NetSuite customer. Bruce is keenly focused on systematising processes, implementing technology, and developing people, now to meet the growing demands of competitive manufacturing. We discuss: The selection process and decision to implement NetSuite The NetSuite rollout, and the importance of change management. The benefits of attending the Oracle NetSuite industry networking events, and learnings from other clients in this space. On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to! Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences. Contact details: Accounting Apps newsletter: http://accountingapps.io Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Unlocking Productivity Gains 🧩 | Meredith Rowan 29:04

منذ 32 weeks29:04

29:04

Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Meredith Rowan, Group Vice President ANZ + ASEAN, Applications, Oracle. Meredith leads the strategic direction and execution of Oracle’s cloud application solutions across the region. With over 20 years of experience in the technology sector, she has a strong track record of driving digital transformation and helping businesses leverage Oracle’s suite of enterprise solutions We discuss: A key factor in their success is making enterprise applications more user-friendly through the new Redwood user experience interface. Opportunities to leverage technology, particularly Ai to fill the productivity gap created by economic pressures, and drive better outcomes. Meredith noted that Australia and New Zealand have slipped in global productivity rankings, with the slowest productivity growth in the last 10 years. Meredith shares some customer success stories, from the likes of Avis, and A2 milk. OECD Productivity Statistics: https://www.oecd-ilibrary.org/employment/data/oecd-productivity-statistics_pdtvy-data-en On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to! Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences. Blog : https://heathersmithsmallbusiness.com/2024/10/03/unlocking-productivity-gains-meredith-rowan/ Contact details: Accounting Apps newsletter: http://accountingapps.io Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Embracing AI Innovations 💡 in NetSuite | Scott Wiltshire 38:12

منذ 33 weeks38:12

38:12

Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In today’s episode, I speak with Scott Wiltshire, Vice President & GM, Oracle NetSuite ANZ. Scott is keen to help customers and employees identify and solve business challenges that deliver real value. I interviewed Scott Wiltshire last year, I’ll pop a link in the show notes. https://heathersmithsmallbusiness.com/2023/10/27/how-netsuite-helps-australian-businesses-grow-scott-wiltshire/ We discuss some of the new feature announcements from NetSuite, which includes NetSuite Financial Exception Management, which helps organisations detect and mitigate financial risks. SuiteAnalytics Assistant, which allows users to generate reports using natural language. NetSuite Prompt Studio, which enables users to configure AI-generated content to suit their business needs. AI SuiteScript API, which helps connect multiple systems, Code Assist, which assists developers in writing code. As always, you'll find a comprehensive blog with detailed show notes available for you to dive deeper into the world of Oracle NetSuite. And for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz! A big thank you to Oracle NetSuite for hosting me. Blog: https://heathersmithsmallbusiness.com/2024/09/30/embracing-ai-innovations-in-netsuite-scott-wiltshire/ Contact details: Accounting Apps newsletter: http://accountingapps.io Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
From Honky Tonks to Tech: Nashville Xerocon 2024 Recap 📱 37:31

منذ 34 weeks37:31

37:31

Join me as I recount my journey through the vibrant Nashville Xerocon, where country spirit and tech innovation collided. In this episode, I cover: My personal takeaways from the conference Insights from the Nashville Xerocon and key product announcements Innovation from the exhibitor floor Behind the scenes of speaking at my first International Xerocon. Connecting with industry peers at events and activities around Xerocon. There are lots of links in the show notes to explore more about everything I discussed. SPONSOR Today’s episode is brought to you by ApprovalMax . If you're looking to streamline your financial controls across accounts payable and receivable, ApprovalMax has you covered. On average it cuts approval times by 85%, and boost AP efficiency by up to 50%. With ApprovalMax , you can swiftly approve vendor bills, purchase orders, expense reports, vendor return authorizations, and sales orders. It simplifies complex approval workflows with automated routing and lets you design multi-level approval processes with ease. Discover more about how ApprovalMax can transform your business by visiting ApprovalMax.com. Contact details: Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Exploring Zoho's Integrated Platform🐝 | Val Steed 1:01:26

منذ 39 weeks1:01:26

1:01:26

Today I’m speaking with Val Steed, Director Accountants, Zoho Corporation In this episode, we talk about . . . Zoho Corporation's journey in the accounting technology industry, from its founding in 1996 to its current position as a leading provider of integrated business solutions The company's focus on privacy, security, and long-term vision, with a family-like culture and commitment to employee retention Zoho's conservative management approach and profitability since day one, even during challenging times like the pandemic The challenges of working as a US-based employee for an Indian-based company, including navigating cultural nuances and time zones Zoho's integrated platform, which offers a suite of over 55 web apps and 75 mobile apps, including accounting, CRM, and other business tools Zoho's efforts to adapt its products to local markets, such as incorporating Australian tax and payroll requirements The company's annual Zoholics conference, including the partner-focused Inspire event, and its plans for AI integration in its products Insights into Zoho's growth and competitive landscape in the accounting industry, as well as the challenges of reaching the target audience in the Australian market Contact details: Val Steed https://www.linkedin.com/in/valsteed/ Zoho Corp https://www.zohocorp.com/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Accounting Technology Updates: 🌐 Bridging the Technology Learning Gap, Zoho Expansion, the Evolving Payroll Landscape, and More 1:02:05

منذ 40 weeks1:02:05

1:02:05

Heather Smith and Tyler Caskey, Partner at The Bean Counters discuss features, functionalities and updates in the Accounting Apps from June July 2024. Highlights from this episode include: A discussion around the importance of Apps offering training, ongoing training and training to meet different learning styles. Zohos expansion plans into Australia, and its vast platform offerings. Employment Hero's Smart Match system which checks candidate interest levels for your new jobs and auto-shortlist those interested. A potential competitor to Seek & LinkedIn. The payroll solution Gusto’s launch into the Australian market with an all-in-one platform for all-over-the-world teams. The data quality tool XBert has released the ability to develop customisable XBerts, giving you the ability to monitor areas of interest to you. Contact details: Tyler Caskey https://www.linkedin.com/in/tylercaskey/ The Bean Counters https://www.thebeancounters.com.au/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
🏆 Developing and keeping a competitive advantage | TIF24 40:29

منذ 41 weeks40:29

40:29

Today I’m sharing with you a recording of a keynote entitled "Developing and Keeping a Competitive Advantage," given by Philip Fierlinger, co-founder of Upstock and co-founder of Xero. Philip Fierlinger discusses his experiences and insights on developing and maintaining a competitive advantage in the technology and accounting sectors. He shares his journey from working on the first smartphone at General Magic to co-founding Xero and Upstock. The talk focuses on the importance of creating extraordinary user experiences, transforming pain points into pleasurable experiences, and adhering to a strong vision and values. Highlights from the session include: Philip Fierlinger shares insights on developing and maintaining a competitive advantage, drawing from his extensive experience in the tech and accounting industries. Discusses his journey from working on General Magic's first smartphone to co-founding Xero and Upstock, highlighting key milestones and lessons learned. Emphasises the importance of transforming technology into "magic" through exceptional user experience design, making technology seamless and user-friendly. Explains how Xero succeeded by turning the painful process of bank reconciliations into a pleasurable and engaging experience, fundamentally changing the perception of accounting software. Describes the creation of Upstock to address friction in the B2B supply chain for foodservice, offering a digital platform that levels the playing field for small suppliers. Highlights the significance of having a clear vision and strong values as the foundation for business operations, ensuring long-term success and competitive advantage. Shares lessons on the critical role of customer research and feedback, and the importance of early adopters in refining and validating the product. Discusses how cultivating a positive company culture and retaining employees can be achieved through adhering to guiding principles and providing support, such as coaching and counselling. This is the third podcast I’m bringing to you from the 2024 Tropical Innovation Festival held in June, in Cairns, in beautiful Far North Queensland. If you are interested in the topic or the vibe of the event, I encourage you to go back and listen to the other two episodes and reach out to the Tropical Innovation Festival if you want to be part of future festivals. I will drop their contact details in the show notes. The audio was recorded during a lunchtime session. At the start, you can hear the emcee of the event, who is also the conference co-organiser, Tara Diversi. Contact details: Tropical Innovation Festival: https://www.tropicalinnovationfestival.com.au/speakers Phil Fierlinger: https://www.linkedin.com/in/fierlinger/ UpStock: https://www.upstock.app/ Xero: https://xero.com/ Tara Diversi : https://www.linkedin.com/in/taradiversi/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU Other podcast episodes of interest Building Your Startup’s Profile with Media | TIF24 https://heathersmithsmallbusiness.com/2024/07/18/building-your-startups-profile-with-media-tif24/ MediaPhones, Accounting Dashboards & Digital Marketplaces: The Design Journey of Xero’s Co-Founder | Philip Fierlinger https://heathersmithsmallbusiness.com/2023/11/30/mediaphones-accounting-dashboards-digital-marketplaces-the-design-journey-of-xeros-co-founder-philip-fierlinger/…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Navigating the Startup Ecosystem: How Accountants Can Thrive in the High-Growth Tech Space 🚀 | TIF24 20:00

منذ 42 weeks20:00

20:00

Marc Orchard and Heather Smith discussed the importance of accountants and bookkeepers in high growth tech companies, highlighting the challenges of serving early stage companies with complex needs. They emphasised the need for upskilling and capability building, as well as the importance of building relationships in the startup ecosystem. Marc Orchard added to the conversation by discussing the integration of accounting and finance with technology, and the potential for Chartered Accountants Australia and New Zealand to sponsor innovation events. Heather Smith and Marc Orchard later discussed the challenges professional service providers face in managing risk tolerance, emphasising the importance of differentiating between personal and business risk tolerance and valuing experience and wisdom in building up risk tolerance. Marc Orchard Website: https://planetstartup.com.au/ Linkedin https://www.linkedin.com/in/marcorchard/ Contact details: Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Building Your Startup's Profile with 📺Media | TIF24 26:35

منذ 43 weeks26:35

26:35

Join us for insightful discussion on how startups can effectively build their profiles through media. I’m sharing with you a recording of a panel session entitled “Building Your Startup's Profile with Media” This was recorded at the 2024 Tropical Innovation Festival that is held in Cairns in June. Here are the top five takeaways from our expert speakers: Understand the Media Landscape: Modern media is diverse and accessible, ranging from traditional outlets like TV and radio to digital platforms like podcasts and social media. Recognising the right platform for your message is crucial. Craft a Compelling Story: Your story should be relevant, relatable, and engaging. Focus on the human element to make your narrative resonate with the audience. Build a Strong Founder Brand: Before seeking media attention, establish your own platform with clear, consistent messaging. This controlled content can attract media interest and help shape your public image. Focus on Trust and Integrity: Authenticity is key. Media interactions should demonstrate integrity and trustworthiness to build credibility with your audience and the media. Leverage Modern Media Tools: Use trending platforms like TikTok to share behind-the-scenes content and engage with a different audience. This can help you document your journey and create valuable content for future media opportunities. This discussion, was part of the Tropical Innovation Festival #TIF2024. https://www.tropicalinnovationfestival.com.au/ Contact details: Carmen Braidwood : https://www.linkedin.com/in/carmenbraidwood/ Gemma Clancy : https://www.linkedin.com/in/gemmaclancy/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Scaling to 7 Figure: 💡Enhancing Your Fractional CFO Services | Michael King 39:53

منذ 44 weeks39:53

39:53

Today I’m speaking with Michael King: Michael is the CEO of KFE Solutions, which is the top rated Fractional CFO firm in Dallas, Texas. He’s also the creator of The CFO Accelerator, where he helps Accountants and fractional CFOs start, scale, and optimise their advisory services. He is also the host of, The CFO Report, where he shares tips, tricks, and hacks he discovered over the past 7 + years building his fractional CFO firm. https://www.linkedin.com/in/iammichaelking/ In this episode, we talk about . . . - Fractional CFOs should focus on providing insights, not just generating reports. - Accurate, timely financial data is critical for fractional CFOs to provide valuable insights to clients. - Automating financial reporting with tools like G-Accon can save time and reduce errors. - Building a simple, effective tech stack is crucial for fractional CFO success. - Partnering with the right technology, like G-Accon, is key for streamlining operations. - Fractional CFOs should start with simple, core financial metrics to empower clients for better decision-making. - The fractional CFO industry offers significant potential for impact and growth. - Leveraging pre-built templates and automation in tools like G-Accon can help fractional CFOs streamline report generation. - While emerging technologies like AI and ChatGPT have potential, they may not yet be ready for practical application in fractional CFO work. Learn more about G-Accon: https://www.accon.services/ support@accon.services https://www.linkedin.com/company/g-accon https://twitter.com/G_AcconServices https://www.facebook.com/gacconaddons/ Contact details for Michael King: W: https:// www.thecfoaccelerator.com L: https://www.linkedin.com/in/iammichaelking/ Contact details for Heather Smith Accounting Apps newsletter: http://AccountingApps.io Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU Earn CPE at EarMarkCPE https://www.earmark.app/course/6981af0c-7e4c-4b33-a47a-7a282678040f Webinar : https://streamyard.com/watch/ehqxCdXGcjAE…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
🌟 Scale your business on Xero without needing a dozen other Apps and Add-ons 45:01

منذ 46 weeks45:01

45:01

AI will increase software productivity and enable users to create their own apps, multiplying software abundance I’m sharing with you the audio from a session I hosted as part of the Australian CFO Summit 2024 produced by the Australian spend management platform Weel . It’s called: “Scale your business on Xero without needing a dozen other Apps and Add-ons” The presenter is Michael Wood, the Founder and CEO of Translucent . - Michael Wood discusses the exponential growth of software in businesses from the desktop era to the cloud and AI eras - Wood argues AI will increase software productivity and enable users to create their own apps, multiplying software abundance - The challenges of fragmented data, security, cost and vendor management with abundant software apps are highlighted - Compound startups are presented as a solution, exemplified by Translucent, consolidating finance apps and data into a unified platform - Benefits of the compound startup model include reduced cost, streamlined management, improved productivity and AI readiness Contact details: Australian CFO Summit https://summit2024.australiancfo.com/ Australian Spend Management Platform https://letsweel.com/ Michael Wood : https://www.linkedin.com/in/michaelwood/ Translucent https://www.translucent.io/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
How to protect 🛡️ your business with stronger financial controls | ApprovalMax + Xero 56:12

منذ 47 weeks56:12

56:12

Financial controls enable accountable growth by distributing responsibility across teams… Today I’m speaking with: Meena Berry, Senior Partnership Manager, Xero Cassandra Scott, Head of Bookkeeping, ApprovalMax Brendan Lucas, Head of Accounting, ApprovalMax In this episode, we discuss: - ApprovalMax & Xero survey results revealing many businesses lack key financial controls - Stories of businesses defrauded due to inadequate internal verification processes - How financial controls enable accountable growth by distributing responsibility across teams - The importance of supplier verification and approval processes in mitigating fraud and non-compliance risks - The role of audit trails, budget checks, and real-time alerts in enhancing financial oversight - Case studies demonstrating how ApprovalMax and Xero streamline approval workflows - The significance of continuously improving controls as businesses scale Key takeaways: - Revisit and continuously improve your financial controls - Discuss the value of financial controls with clients - Check E-invoicing capabilities in Xero and get registered Contact details: Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU Brendan Lucas https://www.linkedin.com/in/brendanlucasca/ Cassandra Scott https://www.linkedin.com/in/cassandrascott/ Meena Berry https://www.linkedin.com/in/meenaberry/…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
🌍 A Global Journey in Accounting Technology Marketing | Damien Greathead 50:20

منذ 48 weeks50:20

50:20

Today I’m speaking with Damien Greathead Head of Marketing - Accountant & Advisor Group, Intuit Australia Our guest is a dynamic sales and marketing leader who excels in helping venture-funded software companies build robust sales and marketing functions. With a specialised focus on the accounting and fintech verticals, he has a proven track record of establishing brands and expanding customer bases across North America, EMEA, and Asia Pacific regions. He has successfully collaborated with both small and large teams across various time zones, driving impressive growth in scale-up companies, achieving over 70% growth year-on-year. He is the co-host of the Podcast: Strategy and the Virtual Controller with Penny Breslin. He worked at Ignition when it was called Practice Ignition and Dext when it was called Receipt Bank and now he is Head of Marketing - Accountant & Advisor Group, Intuit Australia. Damien discusses his career in accounting technology marketing across the globe. He shares updates to QuickBooks features and upcoming events in Australia. He emphasised the importance of customer empathy and stories in SaaS marketing. We discuss how the Apps do have insightful data, and can truly partner with businesses, to help them grow. In this episode, we also talk about . . . - Damien Greathead's background in the accounting industry across multiple global roles - Early experiences recognising technology potential in accounting firms - Embracing change management processes with clients at Receipt Bank - Navigating the complex US tax system and state compliance - Iterating Receipt Bank's value proposition without a GST/VAT system - Opening and growing Receipt Bank's US office - Returning to Sydney after 15+ years abroad - Leading Intuit Australia's adviser marketing team - Educating on QuickBooks features to boost confidence and adoption - QuickBooks Tax powered by Logic for seamless tax integration - Highlighting QuickBooks Online Advanced capabilities - Launching the QuickBooks Go community platform - Getting customer feedback through workplace observations - Marketing advice for Apps who want to connect with Intuit Australia, and their customer base. - Understanding problems through deep customer empathy - Sharing customer stories to fast-track app development - The podcast, " Strategy and the Virtual Controller ," Damien co-hosts with Penny Breslin, the CEO of MoneyPenny, which focuses on intentional planning through small goals inspired by Strategy and the Fat Smoker: Doing What's Obvious But Not Easy by David H. Maister Contact details: Damien Greathead : https://www.linkedin.com/in/damiengreathead/ Intuit Australia : https://quickbooks.intuit.com/au/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Unravelling the future of AccounTech Sydney Xerocon 2023 🌐 44:43

منذ 49 weeks44:43

44:43

Today, I’ve something exciting to share with you. You know how you get excited when a lost Beatle or Nirvana track is found, well the extraordinary Alexi Boyd uncovered the audio of a panel discussion from Sydney Xerocon PreXerocon 2023. I honestly thought I’d never hear it again, and then mid March she sent me a copy - making me a very happy podcaster cause I get to share it with you. The panel discussion was held at the beautiful Hinchcliff House at Circular Quay. Unfortunately the room was a little noisy on the day of the event. However much to my surprise the audio quality is really quite good. The topic for discussion was “Unravelling the future of AccounTech”. If you are a regular listener you will know, I value bringing diversity to these tech conversations: The moderator Alexi Boyd ran a BAS and Bookkeeping business for 8 years. She is the Radio Show host of Small Biz Matters and now works in policy strategy and government relations. Her background led her to take the conversation in an interesting direction, consumer data rights and restrictions on data and innovation and the differences between data protection laws in Europe, UK, and Australia. This event was the first time Sabby Gill, the new Dext formerly Receipt Bank CEO, had spoken in Australia. Sabby had literally just got off the plane. London based Sabby Gill brought an overseas perspective, as well as his 35 years in the UK technology sector. Aly Garrett is a modern, technology savvy accountant, from South Australia. She represented accountants, their small business clients, and living outside the major Australian cities, brought a regional perspective to the conversation. Roger Gregg brought that unique energy that comes with being a Fintech founder, plus his expensive knowledge of the hospitality and brewing industry, which certainly flavoured the conversation. I shall add in some recent relevant news, congratulations are in order, 10 months after recording this, it has been announced that the Access Group Has Entered Into an Agreement to Acquire Pioneering AP Automation Provider, Lightyear Let me fill you in on a bit of a backstory. The Gregg brothers were one of the original App partners, with their solution InvitBox. I’m thinking within the first ten years? InvitBox won Xero emerging app partner in 2013. Then in May 2014 Intuit acquired InvitBox. The very blue boys turned green overnight. Several years later, in quite an unprecedented move, they bought InvitBox back from Intuit for a single dollar! And relaunched as LightYear. Here we are ten years later, and they have sold again, this time to The Access Group. Read more here: https://www.linkedin.com/feed/update/urn:li:activity:7194623580830105601/ https://heathersmithsmallbusiness.com/2024/06/06/unravelling-the-future-of-accountech-sydney-xerocon-2023/ Contact details: Alexi Boyd https://www.linkedin.com/in/alexiboyd/ Small Biz Matters https://smallbizmatters.com.au/ Aly Garrett https://www.linkedin.com/in/alygarrett/ Sabby Gill https://www.linkedin.com/in/sabbygill/ Roger Gregg https://www.linkedin.com/in/rogergregg/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Accounting Tech Updates May’24 : 🛠️Exploring Inventory, Practice Management, and Must-Try Apps 58:08

منذ 50 weeks58:08

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 discussed, including new features, integrations, pricing changes, and acquisitions Stories from the Inventory management space, including pain points and promising solutions explored Practice management tools for accounting firms featuring FYI Elite: Combined document, employee, and practice management solution. Apps recommended for both work and personal use, such as donate blood and seven rooms Lightyear acquisition by The Access Group analysed for hospitality industry benefits Synder & Cin7: Integration for seamless inventory and financial management. Fathom Reporting: Compare Actuals YTD + Budget against the Full Year Budget reporting. Calxa Features: Bulk Connections for multiple Xero organisations, and Sub-Accounts for detailed financial tracking. Finlert’s SubSync: Integration between Stripe and Xero. A2X Accounting: New Settlements and Payouts page for e-commerce transaction reconciliation. BOMA Marketing AI: Content Assist for customising marketing content. Sharesight: Enhanced trade file upload functionality. Netgain : Automates repetitive back-office tasks, specialises in ERP software solutions. NetSuite Updates: Enhanced inventory transfer settings, batch payment approval workflows, and options to mask company bank account numbers in electronic payment files. New apps we’ve tried recently and a few personal favourites Follow up on stories from the last episode. WorkflowMax by Xero Retirement: Last day to access is 26 June 2024. Users need a migration plan now! Xero New Invoicing: Heather has switched to New Invoicing! But Tyler switched back to Classic invoicing. Many thanks to the sponsors of todays episode: Employment Hero Fathom Reporting XBert Contact details: Tyler Caskey https://www.linkedin.com/in/tylercaskey/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
🔄 Automating and simplifying the complexities of Lease Accounting | Adam Riches 50:13

منذ 51 weeks50:13

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 - The challenges of managing cash flow visibility and bank reconciliations for businesses are highlighted - How Netgain's tools like its close module help speed up the month-end close process and improve data quality - The history of accounting software development is examined, from mainframes to Excel, and how Netgain aims to continue innovating - Potential applications of AI in accounting are explored, such as automating bookkeeping tasks and catching previously overlooked errors Contact details: Adam Riches linkedin.com/in/adam-riches-cpa Netgain: https://www.netgain.tech/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Industry Disrupting CFO Advisor Kicking Goals ⚽ | Sarah Lawrance 36:04

منذ 52 weeks36:04

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-growth startups, and the inspiration for starting her own business - Sarah describes her role as a CFO for rapidly growing businesses, helping clients scale through advisory services, reporting, and finance team development - Sarah integrates technologies like G-Accon and SYFT to deliver data insights, and sees opportunities in AI and machine learning "I'm a big fan of G-Accon . I really love that tool. It's such a beautiful little connector that we pull lots of data out. We use it with Google Sheets. The creatives love Google Sheets, and they love zeros. So to be able to just link those two up and then kind of manipulate those into our own kind of models is a massive win for us." - When she could not find an age appropriate soccer club, she started her own women's soccer team. The team has since expanded to over 100 members in the eastern suburbs of Sydney.- Frustrated by a lack of female board opportunities she co-founded the Global Women's Accounting Influencers community - The conversation covers mentoring the next generation, leveraging networks, and the power of community in the accounting industry Contact details: Sarah Lawrance https://www.linkedin.com/in/sarah-lawrance-fcpa-83894516/ Hot Toast : https://hottoast.com.au/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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🥊 Excel vs Software Battle: Fighting it Out Over the Future of Accounting Tech 29:39

منذ 1 year29:39

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 tools, are often to blame for Excel's downfalls, and that Excel can effectively replace basic accounting tasks for some clients - The debate weighs the impact of tools on practice efficiency, profitability, and eventual sale value, with both sides acknowledging Excel's enduring relevance alongside advancing software - Listeners are polled on the winning side to much debate, highlighting the complexities of choosing the right tools for each accounting need Michael Wood https://www.linkedin.com/in/michaelwood/ https://www.translucent.io/ John Toon https://www.linkedin.com/in/johntoon/ Podcast https://digitoolsinaccrual.world/ Community https://www.digital-disruptors.com/ Beever and Struthers https://www.beeverstruthers.co.uk/ Contact details: Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
🤖💼 The FAB Debate: AI vs The Human Touch in Accounting | Samuel Green 24:25

منذ 1 year24:25

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 repetitive tasks but human oversight is still needed - Attendees question how AI will evolve and what to consider when choosing software - Smith encourages evaluating long-term roadmaps and support while Greene discusses AI use cases at Employment Hero - They find consensus that selective AI use can enhance but not replace the human experience in client relationships Write up from the debate AI and the case for the human touch https://www.accountingweb.co.uk/tech/accounting-software/ai-and-the-case-for-the-human-touch Samuel Green https://www.linkedin.com/in/samuelgreen14/ https://employmenthero.com/ Contact details: Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
📣 Live from the Festival of Accountants and Bookkeepers! 34:53

منذ 1 year34:53

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(UK) for XBert discussing launching their platform in the UK - Conversation with Lucy Cohen - Co-founder and CEO of Mazuma , about starting her business and her recent funding journey (Featuring Alex Falcon Huerta ) - Updates on BrightPay payroll from Donal Carr - Senior Account Executive Bright Software - Overview of Sage's offerings for accountants from Chris Downing - Director of Product Marketing | Accountants and Bookkeepers Sage - Richard Sergeant - Managing Director Principle Point shares tips for vendors working with accountants - Mark Lee Facilitator BookMarkLee.co.uk Contact details: Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Developing a Migration Strategy 📑 from WorkflowMax by Xero 58:23

منذ 1 year58:23

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 Projectworks Tony Harcourt Co-Founder at WorkGuru The panellists discussed the triggers for change, comparing features of the two solutions. They explored how each platform caters to different industries. The expert implementers shared case studies of successful migrations, highlighting challenges and opportunities clients faced. The presentation covered developing a migration strategy, including exporting data, mapping business processes, and change management. Attendees learned about assessing potential solutions by considering key questions, desired outcomes, and post go-live improvements. The session emphasised preparing early by testing new platforms and leveraging experienced partners for a smooth transition. Overall, the webinar helped attendees understand options for transitioning away from WorkflowMax by Xero to Projectworks or WorkGuru. The Flow of the webinar Understanding the Transition Trigger for Change Market Reaction Comparative Overview of Solutions Common Features Target Industries Points of Difference Deep Dive into Migration Migration Strategy Case Studies Assessing Solutions Preparation for Transition Relevant links Heidi Seal Ops Consultant at Business Sense (NZ) L: https://www.linkedin.com/in/heidiseal/ E: Heidi@BusinessSense.co.nz B: https://businesssenseconsulting.co.nz/ Heidi Seal Resources The WorkflowMax Changeover Workshop : https://drive.google.com/file/d/1P7arD82_9YSyW26ekE6ryY6bSR4Z1EQf/view The 7-step process for implementation success : https://drive.google.com/file/d/1Q_nif1fqgCcXfu8o90JhtXscvBhG5CQl/view Matthew Peng Founder at Business Continuum L: https://www.linkedin.com/in/matthew-peng/ E : Matthew@BusinessContinuum.com.au B: https://businesscontinuum.com.au/ Matt Hayter Co-Founder at Projectworks L: https://www.linkedin.com/in/matthew-hayter-9180037/ B: https://projectworks.io/ Tony Harcourt Co-Founder at WorkGuru L: https://www.linkedin.com/in/tony-harcourt/ B: https://workguru.io/ Tony Harcourt Resources Migrating from WoFM to WorkGuru Overview : https://support.workguru.io/support/solutions/articles/43000698451-migrating-from-workflowmax-to-workguru-overview WFM to WorkGuru One-Click Migration Tool : https://support.workguru.io/support/solutions/articles/43000699631-wfm-to-workguru-one-click-migration-tool Support Solutions Hub : https://support.workguru.io/support/home Contact details: Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Unlocking 🔓 Accounting Innovations: Live Banking, Global Solutions, Reporting Updates, and Xero's Invoicing Evolution Unveiled 54:14

منذ 1 year54:14

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 accounting systems, reducing manual data entry. 2. Global Banking Solutions: Digital technology solutions like Airwallex, OFX, Paytron, and Wise facilitate international transactions with ease, offering competitive rates and near real-time transfers and bill payments in multiple currencies. 3. Google's Updates: Google is removing underutilised features across Android, including some related to voice controls, and shutting down its podcast app in favour of integrating podcasts into YouTube Music. This shift intrigued the author, who recently upgraded their device. 4. Updates in the Reporting Space: Various accounting software solutions have introduced updates, such as Calxa's unlinked accounts feature for cash flow forecasting, Fathom's improved KPI library experience, and G-Accon's introduction of automatic workflows within Google Sheets. 5. Xero's Invoices Changes: Xero is retiring classic invoicing in September 2024, prompting concerns from the community about missing features, like the ability to process an overpayment, inability to edit exchange rates, and inability to invoice bulk contact groups. However, you can quickly switch back if you need features only currently available within classic invoicing. These insights highlight the ongoing technological advancements and changes within the accounting industry, offering both opportunities and challenges for practitioners and stakeholders alike. Contact details: Tyler Caskey: https://www.linkedin.com/in/tylercaskey/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Full Stack Mastery 🥇 – Elevate your Practice with Xbert | Cassandra Scott 1:17:32

منذ 1 year1:17:32

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. - Learn how Cassandra efficiently mapped her first 10 workflows in just half an hour, enhancing consistency. - Explore Xbert's scheduling capabilities, enabling the assignment of recurring tasks to various cycles, from daily to fortnightly. - Understand the significance of using client notes to capture unique requirements for bespoke workflows. - Gain insights into data-driven reporting and analytics, offering a glimpse into staff performance and client engagements. - Uncover how customisable reporting allows practices to dissect data from diverse angles. - Get a peek at roadmap features like capacity management, utilising timesheet data for optimal scheduling. - Hear about the transformative impact Xbert has had on Cassandra's practice, facilitating work with global clients. Contact details: XBert: https://www.xbert.io/ Cassandra Scott: https://www.linkedin.com/in/cassandrascott/ Bookkeepers in Practice FaceBook Group : https://www.facebook.com/groups/1652992464953692 Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Improving Data Quality and Practice Management through Innovation 🤝 | Jonathan Gaunt 50:34

منذ 1 year50:34

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 solutions over limitations. Practical tips for enhancing your LinkedIn profile to attract more followers and connections with engaging content. The importance of storytelling with numbers and identifying the pivotal "clunk moment" in business. The role of co-founding Xavier Analytics in improving data quality and introducing new workflow automation tools. Reflections on selling a business and fostering innovation within larger organisations. Development of innovative proposal software for accountants , driven by needs identification and process innovation. Advice for entrepreneurs: be courageous, focus on controllables, and enjoy the entrepreneurial journey. This episode is kindly sponsored by Fathom all in one reporting, analysis and forecasting. Contact details: Jonathan Gaunt: https://www.linkedin.com/in/jonathan-gaunt/ FD Works: https://www.fd-works.co.uk/ Xavier Analytics: https://xavier-analytics.com/ UseSocket: https://www.usesocket.com/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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The Devastating British Post Office's 📮 Point of Sale Scandal| Tom Herbert 42:06

منذ 1 year42:06

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 reconciliations and accusations of theft against subpostmasters. The Post Office used its prosecution powers and prosecuted 700 subpostmasters between 1989 and 2015, resulting in jail time, financial ruin, relationship breakdown, lost homes, living in cars, and sadly much much worse. The scandal is discussed from the perspective of an accountant, the POS implementation, the forensic accountant who aided in uncovering the issues, the suspense account, the high tax hitting the subpostmasters when they received any compensation. The story behind this scandal, Mr Bates vs the Post Office, was broadcast on ITV in January 2024. We talk about the importance of storytelling in bringing this story into the narrative of the general public. Contact details: Tom Herbert Contact details: Tom Herbert https://www.linkedin.com/in/tomherbert/ AccountingWeb https://www.accountingweb.co.uk/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Accounting Industry Trends 📈 to Watch in 2024 | Tyler Caskey 49:34

منذ 1 year49:34

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, and work-from-home impact. The role of accountants in strategic business planning and advisory Trends in practice management software for accounting firms. 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/ Technology Mentioned Account-Kit https://www.account-kit.com/ AirWallex https://www.airwallex.com/au Dashboard Insights https://dashboardinsights.com/ Employment Hero https://employmenthero.com/ FYI Docs : https://fyi.app/ Handisoft : https://www.theaccessgroup.com/en-au/products/handisoft/ KarbonHQ https://karbonhq.com/ XBert https://www.xbert.io/ Xero Practice Manager https://www.xero.com/au/xero-practice-manager/ Weel https://letsweel.com/ Contact details: Tyler Caskey: https://www.linkedin.com/in/tylercaskey/ The Bean Counters: https://www.thebeancounters.com.au/ "The Accounting Podcast," Blake Oliver's interview with Ben Richmond, the Country Manager of Xero USA https://www.youtube.com/watch?v=NqSYir84htg Weel Natalie Lennon https://www.linkedin.com/in/natalielennon/ Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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An Accountant's Manifesto 📖: David Boyar's Journey to Transform the Profession 45:59

منذ 1 year45:59

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 reflects on his upbringing in his father's accounting practice and early ambitions ( he was going to be CEO of Coca Cola!) - He discusses founding an association of CFOs and lessons learned from scaling advisory work - Boyar shares how he joined Change GPS and their aligned values (with Timothy Munro) in transforming accounting firms - Insights are provided on data analytics in accounting tech companies and marketing approaches, including wearing a suit ! - Accountants take umbrage at people who've never had an accounting practice telling them what to do. - The acquisition of Change GPS by Access Group is explained as a strategic partnership - Client experience and standardised services are highlighted as priorities for the future Contact details: L: https://www.linkedin.com/in/davidboyar/ L: https://www.linkedin.com/in/timothymunro/ W: https://changegps.com.au/ Roadshow: https://www.eventbrite.com.au/o/changegps-2988249339 Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Kicking Off 2024: Adventures, Insights, and Changes from Heather Smith 10:01

منذ 1 year10:01

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 podcast to Accounting Apps podcast Introducing advertising to the newsletter and podcast Clarification on ACCA Global Council election results Embracing "StoryTeller" as the theme for the year Upcoming speaking engagements in Birmingham and Cairns Preview of the next episode with David Boyar, CEO of ChangeGPS Contact details: Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Wrap up of 2023 36:42

منذ 1 year36:42

36:42

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 with me on the Cloud Stories podcast over the last year. Thank you to the conference organisers for providing me with the opportunity to meet fascinating individuals and enabling me to share knowledge with our accounting & bookkeeping community. The Cloud Stories Wrap of 2023 is as an opportunity to answer the following questions: Which accounting technologies saw the most significant advancements this year? What were the top 5 most popular episodes of 20 How did the podcast evolve over the past year? What were the biggest challenges faced in podcasting about accounting technology in 2023? What feedback from listeners surprised you the most? What was the most unexpected topic or guest you had in 2023? What was the most controversial topic discussed on the podcast? How do you plan to evolve the podcast in the coming year? What advice would you give to someone starting a podcast in the accounting technology niche? How did you celebrate reaching 20,000 downloads? What are your goals for the podcast in 2024? Wishing you all health and happiness as we head into 2024. Subscribe to the Accounting Apps newsletter here http://HeatherSmithAU.COM Connect with Heather Smith here https://www.linkedin.com/in/heathersmithau/…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Exploring Chat GPT in Accounting 19:27

منذ 1 year19:27

19:27

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 creativity and efficiency to mundane tasks. The podcast then shifts focus to customise ChatGPT for more personalised and precise outputs. This includes tailoring the AI to align with specific language preferences, such as UK English, and ensuring the responses are concise and fit the intended audience's needs. Emphasis is placed on the tool's ability to mirror an individual's style and branding, making it a versatile asset in professional communications. In the final segment, she discusses the importance of critically assessing AI outputs, acknowledging ChatGPT's limitations such as its tendency to "hallucinate" or provide incorrect information, and the inherent biases in AI based on its training data. This part of the conversation underscores the need for a responsible approach to using AI, balancing its remarkable benefits with an awareness of its pitfalls. Overall, the podcast offers a comprehensive look at ChatGPT’s role in accounting, providing listeners with insights into how this AI tool can be a game-changer in the industry while also cautioning them to use it judiciously. Then there is a surprise twist!! Connect with Heather Smith here: https://www.linkedin.com/in/heathersmithau/ Subscribe to the Accounting Apps newsletter here http://HeatherSmithAU.COM…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Solving the Multi-Entity Problem: The Story Behind Translucent | Michael Wood 59:20

منذ 1 year59:20

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 group HgCapital. Please be aware I strategically partner with Translucent. I was an early adopter of Receipt Bank, and also am an early adopter of Translucent. I’m sure you will find this interview enlightening! In this episode, we talk about . . . Michael’s journey from pursuing a Bachelor of Science in zoology to founding a marketing and growth consultancy firm, Tweed London. The origins and evolution of Receipt Bank, a digital receipt management platform. The impact of Xero's API on the accounting industry. Michael discusses how his experience at Receipt Bank led to the launch of Translucent, a solution for multi-entity businesses to manage their accounting setup. How Translucent is using a compound startup approach to build multiple apps within one platform, aiming to launch four apps per year. Michael explains that Translucent is like a data warehouse, providing a single source of truth for users to easily search and find data across all their entities. Michael discusses upcoming features for their financial management platform, including bank consolidation and intercompany loans. The future of accounting, globalisation, and the need for a more unified toolset. Michael shares his views on the future of accounting and technology industry through 2030, emphasising the value of data and its journey towards maximisation. Michael highlights the increasing importance of data in the industry, and how firms and finance departments will need to surf the technology wave to keep up. Michael Wood : https://www.linkedin.com/in/michaelwood/ Translucent : https://translucent.app/ Heather Smith : https://www.linkedin.com/in/heathersmithau/ If you enjoyed this podcast please share it with someone else who you think would benefit from it. For in-depth discussions about the ecosystem, do join the Xero Mastermind group on Facebook . I recommend subscribing to the Accounting Apps newsletter for a comprehensive insight into the ecosystem space, accessible at HeatherSmithAU.COM. Feel free to connect with me on LinkedIn and subscribe to the Cloud Stories podcast. I'm Heather Smith, and this has been the Cloud Stories podcast.…

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

1
Live from Sydney Accounting and Business Expo 46:10

منذ 1 year46:10

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. As well as speaking with lots of people, I attended a few sessions, and I’m not even sure how I managed it, but I recorded 8 interviews from the floor. Bingham Archibald Presales Solutions Architect at Kodak Alaris document scanners, software, and professional services to streamline data capture workflows. Malcolm Cameron Head of Solutions at MyTreasur-e manage and monitor their cash, payments, leases and risk activities Chris Dodson Director Hero Blue Cloud based finance schedule creation and storage with Xero integration Cathy Middleton Senior Licensing Manager One Music Australia Helping businesses meet their music licensing obligation. Stan Corner CEO at AtoMate fast, simple, secure ATO document processing for accountants Joel Hanna Customer Success and Enablement Manager (APAC) at Sustain Life Anita Da Encarnacao Principal at Aretex re-engineer and optimises the entire accounting and bookkeeping process for multi-site businesses and franchises. Lez Yeoh CEO of Clevero a business management system that integrates with Xero, and includes scheduling tools and a customisable dashboard. Connect with me: Accounting Apps newsletter http://HeatherSmithAU.COM LinkedIn https://www.linkedin.com/in/heathersmithau/…

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مشابه لـAccounting Apps Podcast | Accounting Technology | formerly Cloud Stories

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Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

المدونة الصوتية تستحق الاستماع

مرحبًا بك في مشغل أف ام!

مشابه لـAccounting Apps Podcast | Accounting Technology | formerly Cloud Stories

دليل مرجعي سريع