Heather Smith|CAANZ | ACCA |Xero | QBO public
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Interviews from the Online Cloud Accounting Apps community. Long-form interviews of people involved in the Accounting Technology community. Together we unpack the reality of automation and productivity in accounting and business. We dissect how accountants can leverage artificial intelligence, machine learning, and big data. We share practical advice to help support small business thrive in a rapidly evolving world. Cloud Stories is suited to Management Accountants, Accountants, Bookkeepers, ...
 
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Subtitle Cloud Accounting Aficiando of Calm Waters Bookkeeping Kellie Parks Cloud Accounting Aficiando of Calm Waters Bookkeeping joined me and we: Explored App Advisory Here about the extensive collection of process and workflow templates Kellies built for practices and businesses and how she has adapted them to Asana, Pixie, Click-Up, 17 Hats, Ka…
 
I explain how the data was interpolated, and Kellie Parks and I discuss what we learn from the surfaced information. The Accounting Apps newsletters showcases the best recent blog posts from the Accounting Apps community – using insights of your past behaviour, and predictive algorithms it personalises the bite size chunks knowledge and insights de…
 
Today I’m speaking with Michael Astreiko CEO of Synder. In this episode, we talk about . . . Delve into Physics and Maxwell's equations which form the foundation of classical electromagnetism, classical optics, and electric circuits. How his own reconciliation pain, led them to develop a reconciliation solution for eCommerce businesses. The impact …
 
Today I’m speaking with Aynsley Damery Founder and CEO of Clarity In this episode, we talk about . . . Rolling out business advisory in a typical compliance-based practice. Making the leap from accounting to founding a technology company Why business advisory has been so tricky to introduce in the past, and why it is easier now The Five Steps for o…
 
Today I’m speaking with Martha Yasso, Principal of Yasso Books. In this episode, we talk about . . . The four points of Cash Flow: Cash In, Cash Out, Cash Balance and Time How to avoid the clients glazed over look when unpacking the small business financials Conversations to have with clients during these times of a pandemic and uncertainty Neural …
 
Today I’m speaking with Alexandra Bond Burnett Accounting Presenting and Presence Coach of Speaking Ambition In this episode, we talk about . . . The importance of communication training for the accounting industry Recognising how to surface your mojo, to improve your presence The concept of taking clients on a journey through data storytelling The…
 
Today I’m speaking with Kristen Nies Ciraldo, Cloud Advisor and Restaurant Solutionist of the Friday Guide. In this episode, we talk about . . . In her own words ‘a strange stew of interests that led Kristen to a passion about translating between 'sciencey' or 'mathy' and 'creative' people.' Her interest in intersections, and entering the world of …
 
Today I’m speaking with Meryl Johnston, Founder and CEO of Bean Ninjas. In this episode, we talk about . . . Meryl’s goal of wanting to start and run a business. We explore why Chartered Accountants launch bookkeeping practices and the importance of clean data. The impact of public facing accountability, working in public and sharing what you are d…
 
Today I’m speaking with Tim Garth and Dan Osborne co-hosts of Two Drunk Accountants podcast. In this episode, we talk about . . . How Tim’s dad has led a continuous learning culture and is always looking for a ways to make something easier, less friction and more efficient, which has enabled this firm started in the 1970’s, to remain modern and fut…
 
Today I’m speaking with Alexi Boyd Director of a Bookkeeping business and host of the Small Biz Matters podcast In this episode, we talk about . . . Insights into how she runs her small bookkeeping practice, supporting micro and start-up businesses. Navigating a dislike for implementing and adopting new technology How curiosity, a growth mindset an…
 
I share a few facts and learnings from producing 100 episodes of the Cloud Stories podcast over the last 6 years. I've interviewed people from Australia, Canada, England, India, New Zealand, Scotland, Singapore, and USA. I've interviewed Accountants, Bookkeepers, Cloud Integrators, Country Managers, Evangelists, Founders, General Managers, IT Speci…
 
Today I’m speaking with Catherine Walker Community Manager at Xero In this episode, we talk about . . . How writing a thesis on the viability of organising information on the internet as part of her Master of Library and Information Studies was a solid foundation for her Community Managers role. As one of Xero’s earliest employees, realising people…
 
Today I’m speaking with Dylan Burgess, Partner Relationship Manager of Float Cash Flow Forecasting. Dylan joined our afternoon community chat, to lead a discussion on Supporting Your Clients and Yourself Through Uncertainty. With the community, we discussed how we could assist our own business, and assist our client’s business. We explored how some…
 
Today I’m speaking with Kevin Fitzgerald Managing Director (Xero, Asia). We're going to talk about 20 trends changing the world of work and transforming the nature of careers in accountancy. These trends are taken from ACCA Professional insight report Future ready: accountancy careers in 2020’s ) For those of you who don’t know ACCA stands for the …
 
'The Future of The Accounting Profession' panel discussion was held as part of the AcuityCon conference for the Acuity Financial Experts team. The global expert panel included: Kenji Kuramoto Founder & CEO of Acuity Financial Experts Greater Atlanta Area USA Michael Ly Entrepreneur | Virtual CFO | Cloud Accounting Executive | Online Bookkeeping | S…
 
Beau Gaudron Tech Ninja from Growthwise joins us for a conversations, brainstorm, & ideas exchange, around this topic as part of our afternoon community supporting community chat. This session is a beneficial listening activity for all people working in the SOFTWARE PRODUCT area. Some takeaways for me were: 🔊Make sure that it's not something that y…
 
Today I’m speaking with Alison Ball Director of Marketing and Influencer Strategy for Liscio, Inc. In this episode, we talk about . . . Her new role at a category breaking app Liscio Designing Customer Experience 2.0 Building and Growing a Community Influencer Marketing and activities one can undertake to be an ‘influential thought leaders’ The con…
 
Today I’m speaking with David Leary Director of Accounting and Bookkeeping Evangelism of Melio Payments. In this episode, we talk about . . . • The impact Covid19 has had on Apps and how they can not only survive, but thrive. • My favourite Accounting podcast – The Cloud Accounting podcast with his co-host Blake Oliver and all things podcasting. • …
 
Today I’m speaking with Martin Zych CEO & Co-founder of Jirav In this episode, we talk about . . . Building Jirav, as the solution Martin needed while working as a CFO throughout his career Interpreting and commenting on the business data, sharing nuggets of knowledge and wisdom, and adding value to your client's engagement. The recent Series A Fun…
 
This is a bonus episode. It is a How-To Session, How to use Microsoft SharePoint for Accountants and Bookkeepers. The session is aimed at an existing user, so sits at an Intermediate or Advanced level. This was a visual presentation, but I feel there is learning to be had from the audio, so have trimmed the audio and am publishing it for you. If yo…
 
Today I’m speaking with Brian Walsh, Country Manager ANZ of TOA Global formerly known as The Outsourced Accountants as part of our Community supporting Community afternoon chat. In this episode, we talk about . . . Culture has become a bit of a buzz word these days: When you refer to the word culture, what do you mean? Why is culture important with…
 
Today I’m speaking with Robert Hudman Managing Director of Knight Solutions In this episode, we talk about . . . The benefits of a Digital Construction Strategy The Toolbox of technology tools for the Construction Industry The distinction between the operational and accounting areas of a construction business Why Procore is his chosen platform for …
 
Today I’m speaking with John Knight, Founder and MD of businessDepot In this episode, we talk about . . . The importance of taking the human approach to business A Collective referrals network The growth in micro and sole practitioners and how businessDepot is positioning itself to support them Correcting Entrepreneurs burnout and The Mongolian Glo…
 
Today I’m speaking with Will Lopez, Head of Accountant Community of Gusto As you may recall, Will came on the podcast only a few months ago, but today he’s back to talk about a new initiative that Gusto are launching, called People Advisory™ powered by Gusto. Gusto is based in the USA describes itself as an all-in-one people platform. There are fiv…
 
Today I’m speaking with Yoseph West Founder and CEO of the Virtual Bank Relay. In this episode, we talk about . . . The genesis of starting a virtual bank. What accountants and bookkeepers should expect from a modern future-focused virtual bank. The information the small business owner is interested in, that they understand, and where they are acce…
 
Today’s episode is not centred around Accounting Technology, let me explain what I have lined up, and you can assess whether you are going to listen in, or skip over it. During Covid19 every afternoon I have facilitated a 4pm community chat to help support the community’s mental health and wellbeing. I recognised that many of us would have clients …
 
Today I’m speaking with Troy Brown Director and co-founder of XBert In this episode, we talk about . . . The impact the GFC had on his first business, and how that was a catalyst for creating XBert. The importance of data integrity and visibility The three-way collaboration and conversation between the accountant, bookkeeper and small business owne…
 
Today I’m speaking with Ian Christie, CEO & Founder of BOMA Marketing In this episode, we talk about . . . How the BOMA platform works, and how it intersects with Xero. How businesses can differentiate themselves if they’re all accessing the same content The impact on SEO if multiple businesses are using the same content. How accountants and bookke…
 
This is a bonus episode recorded for the beginning of the Australian Financial Year. Ollie Beale, Apprentice at Bookkeeping4U joined as a special guest of the Afternoon Community Supporting Community chat. You can register for future chats here or watch a live stream here. This episode is date specific, so you may want to skip ahead to the 21 minut…
 
Today I’m speaking with Jamie Beresford Founder and CEO of Practice Protect and Fresh Method. In this episode, we talk about . . . Accountants and IT Specialists interpret the word ‘Cloud’ differently … and this could be wasting your firm money How technology has changed for accountants and where accounting professionals can identify cost savings a…
 
Today I’m speaking with Rosemary King, Head of Product at of Float In this episode, we talk about . . . How to find opportunities that stretch and challenge you in new directions How you go get the lay of the land and establish a plan for moving forward when you take on a prominent role in an established company. What factors influence product desi…
 
Today I’m speaking with Shanu Mehta Co-Founder of MMC Convert In this episode, we talk about . . . The four types of Entrepreneurs: Builder, Opportunist, Specialist, Innovator Surreptitiously meeting an accounting legend on her honeymoon, which changed the course of the business. The importance of quality historical data, for advisory How India is …
 
Today I’m speaking with Liz Mason, CEO + Founder of multiple businesses including High Rock. In this episode, we talk about . . . CPA World Domination Kaizen the Japanese philosophy of continuous improvement With creative ideas and giant goals, Liz explains how she manages to juggle so many big projects Measuring your value – how to price for Moder…
 
Today I’m speaking with Lee Duffield, General Manager of All in Advisory. In this episode, we talk about . . . Choosing the best of breed in software for a 100% modern future-focused cloud-based firm Helping their clients use innovative modern tools through App Advisory How vendors can connect with accountants and bookkeepers through drip-feeding c…
 
Today I’m speaking with Amy Holdsworth, CEO & Founder of Clarity Street In this episode, we talk about . . . Recommendations for someone wanting to start a modern future-focused cloud practice. Fast and Furious implementations that could provide some quick capacity wins Juggling change management, how to get the decision-makers across the line? Adv…
 
Today I’m speaking with Luis Sanchez, General Manager of Receipt Bank Australia In this episode, we talk about . . . Luis childhood in Guatemala, Mexico and Argentina, through to Harvard Business School and now in Sydney, where he enjoys the community role of a Nippers Age Manager at the local surf club. How Team Orange the Receipt Bank team are na…
 
Today I’m speaking with Will Lopez Head of Accountant Community at Gusto In this episode, we talk about Why you should “Educate, Guide Now, and Earn Later” during the Global Crisis What is involved in the role of a community Manager, and how Will is empowering the community How Truly Lazy people can Make Multiple Pieces of Content? How Accountants …
 
We are going through quite challenging times, and I’ve asked Nick, as a leader in the EcoSystem space to join me to share his insights and perspectives on: How businesses in the ecosystem can pivot, pirouette, or adapt to the Covid 19 crisis We also discuss the challenges of keeping a remote workforce productive and engaged during such stressful ti…
 
Today I’m speaking with Ryan Lazanis Founder of Future Firm. In this episode, we talk about . . . How do you create the best customer experience possible. How you create a scalable modern firm that can sell. Helping firms implement a strategic plan, set up goals, and maintain focus. Some of his favourite technology tools, including Team Works, Xero…
 
Paul Murray co-founder of Account – Kit joined me to talk about . . . His surprisingly in-depth knowledge of Disneyland and his background as a computer game artist, the ongoing challenges of modernising a server-based practice, and Building tools needed for the Accounting Practice - Murray Business Solutions and commercialising them into a solutio…
 
Lance Rubin of Model Citizn joined me to talk about . . . The journey from being a Chartered Accountant to a Cash Flow Financial Modeller How Lance tackles simple financial modelling problems to make an informed, relevant and purposeful decision with insight. And yet - with all the data and technology – why making decisions is still difficult Quest…
 
Natalie Lennon from Two Sides Accounting joined me to talk about . . . How she started a 100% cloud-based practice What Accounting Apps she uses to Automate her practice How she offers Apps Advisory to her clients How she is using Zapier to connect a number of solutions Natalie's commitment to helping the Love Mercy Foundation and the Cents for See…
 
Today I’m speaking with serial entrepreneur Michael Ly - CEO of a number of businesses including Reconciled In this episode, we talk about . . . How Michael stays focused on working on his businesses, rather than in his businesses. The complexities of navigating different cultures in the work environment, How starting a new business gets easier eac…
 
Today I am speaking with David Cristello CEO and Founder from JetPack Workflow In this episode, we talk about . . . Why he created a company to build a Workflow and CRM solution for practices What some of his favourite features and reports are within JetPack Workflow The importance of asking better questions, to uncover real issues. The longest mil…
 
Today I am speaking with Nick Sinclair from TOA Global. In this episode, we talk about * What outsourcing and offshoring are, and what they involve * The different size business models leveraging offshoring * the importance of building offshoring into your people strategy, and incorporating ongoing training for all staff * Why TOA Global choose to …
 
Brad Ewin from GoCardless shares his Top Ten Tips for Writing Better Content. Have it all in the intro Write long Edit short Tell the story with headers Provide key takeaways Always have a CTA Draft 15 headlines Create a curiosity gap Make it readable Don't be a perfectionist I also want to let you know that I’ve created the Accounting App Content …
 
Jeri Wambeek in her own words: Having owned 3 businesses, myself from a young age, coming from a very entrepreneurial family, I live for helping business owners succeed in finding the best way forward and solving complex problems with simple solutions. As a fully qualified accountant and former tax agent, I stumbled into the world of cloud solution…
 
Today I am speaking with Ben Thompson from Employment Hero In this episode we talk about How he combines his economic law background with a love of technology How his solutions enable small businesses to offer employees benefits, which are typically only afforded to the larger firms. What fascinates him about building employment related businesses …
 
Today I am speaking with Martin Peirce from Zahara Software. In this episode, we talk about: * The importance of controlling and managing spend in an organisation *The benefits of a good supplier relationship. * Martin likens his business partnership to that of Gary Barlow and Robbie Williams of Take That! * The reduction in processing time recogni…
 
Today I am speaking with Cameron Lynch founder of Etani Business Platform Cameron is a Chartered Accountant and the founder of the Etani Business Platform. He believes he can help businesses survive and prosper in today’s disruptive environment. Cameron is experienced with Business Intelligence (BI), Analytics, Big Data and implementing cloud-based…
 
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