『Accounting Apps Podcast』のカバーアート

Accounting Apps Podcast

Accounting Apps Podcast

著者： Heather Smith | Accountant & Storyteller
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 Exploring the intersections of accounting, technology and modern practice methodologies. 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. Brilliant guests include entrepreneurs, founders, business consultants, accountants, bookkeepers, small business owners, cloud advisors, developers, cloud integrators and solution providers. 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 ...ANISE Consulting 2015-2025 政治・政府
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  • The accountant as the storyteller: Creating ⚡impactful presentations | Karbon

    The accountant as the storyteller: Creating ⚡impactful presentations | Karbon
    2025/08/13

    In this solo episode Heather Smith shares her proven process for creating impactful presentations, from topic selection to AI tools, helping accountants communicate with clarity, confidence, and audience engagement.

    The accompanying article to this podcast appeared in Karbon Magazine : https://karbonhq.com/resources/creating-impactful-presentations/

    In this episode, we talk about . . .

    Key Topics:

    • Choosing a clear, focused topic tied to your strengths.
    • Event prep checklist (theme, audience, timing, learning outcomes).
    • Leveraging AI tools like Gamma.ai & ChatGPT for brainstorming and refinement.
    • Presentation design tips with Canva & accessibility considerations.
    • Audience engagement strategies (polls, paired discussions, live reflections).
    • Practising delivery, managing timing, and adjusting to conference themes.

    Apps & Tools Mentioned: Canva, Gamma.ai, ChatGPT, Otter.ai, Mentimeter, Slido.

    00:00 – Welcome & Episode Introduction Heather introduces the Accounting Apps Podcast and today’s focus on presentation skills.

    03:05 – The Accountant as Storyteller Why storytelling matters in accounting presentations.

    05:12 – Picking Your Presentation Topic Identifying core strengths and aligning with audience needs.

    08:20 – Event Prep Checklist Heather’s go-to template for conference and session details.

    12:18 – Knowing Your Audience & Agenda Positioning Adapting delivery based on audience energy levels and schedule timing.

    16:05 – Drafting Content & Reusing Resources Repurposing past slides, articles, and podcasts to save time.

    19:40 – Designing for Clarity with Canva Practical slide design tips and exploring Gamma.ai for inspiration.

    24:10 – Essential Presentation Structure Key slide elements from title page to call-to-action.

    27:55 – Engaging Your Audience Using polls, paired discussions, and live reflections to boost interaction.

    32:05 – Slide Strategies & Accessibility Heather’s approach to slide density, colour choices, and design resources.

    35:40 – Leveraging AI for Content Review Using ChatGPT to refine flow, style, and relevance.

    39:05 – Practice, Backup Plans & Conference Day Routine Preparation techniques, tech checks, and handling unexpected issues.

    41:25 – Lifelong Learning for Accountants Encouragement to keep developing skills for impactful communication.

    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
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    43 分
  • Inside WorkGuru: 7 Years Empowering SMEs with Real-Time Project Insights | Tony Harcourt

    Inside WorkGuru: 7 Years Empowering SMEs with Real-Time Project Insights | Tony Harcourt
    2025/08/07

    Tony Harcourt CEO & Co-Founder of WorkGuru

    Tony Harcourt returns to chat with Heather about WorkGuru’s recent product updates, the challenges facing SMEs, and the role of automation and integrations in improving day-to-day operations.

    Summary

    Today I’m speaking with Tony Harcourt CEO & Co-Founder of WorkGuru

    WorkGuru is a Project Management solution tailored for SMEs in manufacturing, construction, engineering, and fabrication.

    In this episode, we talk about . . .

    WorkGuru Highlights:

    • Celebrating 7 years.
    • Focus on automating business workflows and enhancing project visibility.

    Feature Releases Discussed:

    • Workflows Engine: Automate project actions (e.g. invoice alerts, follow-ups).
    • Scheduling Optimization: Drag-and-drop team allocation with load visibility.
    • Gantt Charts: Visual project timelines with logical dependency control.
    • Mobile App Overhaul: New UI with mobile-friendly features including receipt upload.

    Integrations:

    • Accounting: Xero, QuickBooks, MYOB
    • OCR & Approvals: EasyBills (with PO matching)
    • Payments: Pinch Payments (GuruPay)
    • Task Management: Asana (two-way sync)
    • Document Storage: SuiteFiles, Dropbox, Google Drive
    • Payroll/HR: Tanda integration
    • E-commerce & CRM: New integrations with Shopify and HubSpot

    Tony’s Take on Tech:

    • Clear distinction between automation (repeatable tasks) and AI (tool for speed & code support).
    • AI is useful but not foolproof—best as a developer accelerator.

    Heather & Tony Discuss:

    • Why advisors should niche and partner with robust platforms like WorkGuru.
    • The importance of support and access—WorkGuru runs live drop-in support twice a week.

    Upcoming at Xerocon 2025:

    • Branded swag, travel prize giveaway, live demos at the WorkGuru booth.
    • Mid-con party on Emporium Hotel Lina rooftop with Brisbane-based apps.

    Register here : https://lu.ma/qxj8umqt

    Contact details:

    Tony Harcourt : https://www.linkedin.com/in/tony-harcourt/

    W: https://workguru.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
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    33 分
  • 🔄Accounting Tech Round-Up: QTR4 Innovations & Insights

    🔄Accounting Tech Round-Up: QTR4 Innovations & Insights
    2025/07/31
    Heather Smith and Tyler Caskey explore major Q4 tech updates, from payroll developments to NetSuite integrations, AI trends, multi-entity reporting, and smarter expense and project tools. Today I’m speaking with Tyler Caskey, Founder at The Bean Counter. In this episode, we talk about . . . industry insights and key accounting technology updates from April to June 2025. We highlight the competition in HR and payroll, noting Rippling's market leadership, Employment Hero's implementation improvements, and Tanda’s attractive pricing . We discuss Xero's integration of Syft into its dashboard. Tyler praises the project management solution Work Guru for its native integrations across different systems. We also cover the integration of the ERP solution Oracle NetSuite with Airwallex, Weel and ApprovalMax, and highlight changes in Xero, QuickBooksOnline, and MYOB, including the release of Solo Money by MYOB. We wrapped up with a quick look at recent investments and a preview of upcoming Accounting Technology events. Key Themes & Takeaways Payroll & HR Tech Competition heating up: Rippling, Employment Hero, Elmo, and Tanda making moves. Pricing pressures and feature sets vary widely—Tanda noted as great value. Multi-Entity Reporting Strong contenders: Fathom, Join, DataSights, Calxa, Spotlight Reporting. Notable updates: Xero integrates Sift, Join introduces Board Packs, Calxa adds advanced tracking category grouping. Expense Management & Virtual Cards ApprovalMax, Weel and Airwallex now integrated with NetSuite. Derive emerges as a serious AP/procurement tool competitor to ProSpend, especially for franchises. Jobs & Projects WorkGuru praised for native integrations, suitability for construction and manufacturing. Gojee, Scoro, and Project Works also discussed. Project Works raised $12M Series A. AI & ChatGPT Use in Accounting Clients are using AI for education and pre-queries—accountants need to stay ahead. Risks around DIY tax advice. AI as a review tool (e.g., Expert, future potential). CRM Tools Wave CRM: Excellent for member-based orgs. Friendly Manager and Hello Club noted in the sports/event space. Core App Updates Xero: Practice Manager UI refresh, Tap to Pay on iPhone, invoicing redesign, Carbon integration, U.S. Melio acquisition. QuickBooks: New 3-year forecasting, workflow approvals, ATO integration enhancements. MYOB: Launches Solo Money – targeted at freelancers/sole traders. ERP & Reporting Tools Hemesphere + Odoo for large-volume users. NetSuite growing as a high-quality GL platform, even for low-entity clients. Campfire (AI-first ERP) secures $35M Series A funding. Events Mentioned Heather & Tyler speaking across AU at Dashboard Insights, CloudOffice, CA ANZ & Women in Accounting events. Upcoming: Xerocon (Tyler speaking), Suite World Vegas, Zoholics, Mayday’s Multi-Entity Webinar Series. Upcoming events that Tyler or Heather are speaking at: 31 Jul - Fireside, Forecasts & Future Tech - Cloudoffis, Melbourne 1 Aug - FY25 Accounting Benchmarking Roadshow - Dashboard Insights, Brisbane 14-26 Aug Scaling with Xero 19 Aug Your Brain is Full: Build a Second Brain to Make Room for What Matters - SWAN Sydney Women in Accounting Network 25-26 Aug 2025 Zoholics - Sydney 1 Sep The Intersection of Accounting and Technology - CAANZ, Brisbane 3-4 Sep Xerocon - Brisbane 6-9 Oct SuiteWorld - Las Vegas 22-23 Oct Accounting & Business Show Asia - Singapore Contact details: Tyler Caskey : https://www.linkedin.com/in/tylercaskey/ The Bean Counters https://www.thebeancounters.com.au/ 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
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    1 時間 1 分
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