พอดคาสท์ Cloud Accounting ชั้นนำ (2024)

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

28d ago1:14:45

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, …

1
Transforming a Professional Services Firm to $130M | Mark Orttung 49:27

1M ago49:27

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.…

1
Empowering Customers through AI Innovations | Brian Chess 24:18

1M ago24:18

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 oper…

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

2M ago15:47

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 an…

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

2M ago21:53

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 instrumenta…

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

2M ago21:15

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 syst…

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Unlocking Productivity Gains | Meredith Rowan 29:04

2M ago29:04

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 stra…

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Embracing AI Innovations in NetSuite | Scott Wiltshire 38:12

3M ago38:12

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 a…

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

3M ago37:31

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 Xe…

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

4M ago1:01:26

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…

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

4M ago1:02:05

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 Austral…

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Developing and keeping a competitive advantage | TIF24 40:29

4M ago40:29

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 hi…

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

5M ago20:00

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 Orc…

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

5M ago26:35

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 spe…

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

5M ago39:53

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,…

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

6M ago45:01

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 …

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

6M ago56:12

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 l…

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

6M ago50:20

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…

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

6M ago44:43

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 podca…

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

7M ago58:08

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 discu…

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

7M ago50:13

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 - T…

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

7M ago36:04

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-…

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

7M ago29:39

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 too…

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

7M ago24:25

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 repeti…

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

8M ago34:53

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(…

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Developing a Migration Strategy from WorkflowMax by Xero 58:23

8M ago58:23

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 Project…

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

9M ago54:14

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 …

1
Start up accounting 2:51

9M ago2:51

2:51

Startups face numerous challenges, particularly in the realm of accounting. Accounting lays the groundwork for all other business operations and can be complex, but mastering it is crucial for success. Here's a condensed guide on how startups can manage their accounting needs: **1. Importance of Accounting** - Accounting is vital for understanding …

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

10M ago1:17:32

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.…

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How to Avoid Capital Gains Tax When Moving To A Rental Property 2:44

10M ago2:44

2:44

Converting Your Personal Residence into an Income-Generating Property: A Step-by-Step Guide with Subsection 45(2) of the Income Tax Act (ITA) Converting your personal residence into an income-generating property can be a strategic move for financial stability or for maximizing the value of your assets. However, this transition comes with significan…

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

10M ago50:34

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 solutio…

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How To Implement The Profit First System for Dentists 2:13

10M ago2:13

2:13

Profit First is a financial management system designed to help business owners, including dentists, prioritize profit by making it a priority and not an afterthought in their operations. In contrast to traditional accounting where profit is typically calculated after expenses, Profit First suggests setting aside profit first and then managing expen…

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How to master cash flow management 2:25

10M ago2:25

2:25

Cash flow management is crucial for small business success. Tips include: Optimize cash flow by setting up interest-bearing accounts for your business. Utilize accounting software to track your cash flow and make informed decisions. Stagger bill payments to avoid depleting your cash reserves and maximize interest earned. Avoid customer payment dela…

1
Business Transformation 1:34

10M ago1:34

1:34

Business transformation encompasses a range of objectives, from boosting efficiency and profitability to enhancing financial management and team productivity. It's about envisioning a more successful and effective business model, one that potentially saves money and optimizes costs. Creating a system to grow and manage your business is key to reali…

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If cash is the king, how do you manage the cashflow? 3:11

10M ago3:11

3:11

Cash flow management is an essential aspect of business that often requires a well-thought-out strategy to ensure a company remains in the black, rather than incurring debts that could lead to its downfall. Businesses can fail when they overlook this concept, with 80% of such cases being attributed to this oversight. It's crucial that sales exceed …

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What is Cloud Accounting? 2:39

10M ago2:39

2:39

Cloud accounting software works exactly just like the traditional accounting software, only the cloud accounting software just like QuickBooks online is hosted on remote servers of QBO Transaction data is sent into “the cloud,” where it is processed and returned to the user. All application functions are performed off-site, not on the user’s deskto…

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How is Business, Really How is The Business? 4:06

10M ago4:06

4:06

How is Business, Really How is The Business? Maybe it was an idea that struck you out ofnowhere, or perhaps your small business’ inspiration was an idea and plan thatwas years in the making. Whichever it was, your small business is your baby,and running it successfully is something that is of paramount importance toyou. With that being said, there …

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How to Master your business 2:19

10M ago2:19

2:19

Running a small business is no easy feat byany means. It requires daily effort, vision, and drive, among many otherthings. But one area where the mastery of small business finds most ownerscaught between a rock and a hard place is in the financial management of theiroperations. This area can affect every other facet of their business and makeany no…

1
Five Apps That Put Your Business on Your Fingertips 2:35

10M ago2:35

2:35

Accounting industry has benefited so much from the technologyboom. Accounting and running a small business now adays have improvedexponentially. It wasn’t long ago that some colleges and university weretalking about “general Ledgers” “Books” and so on. Basically, accounting hadn’tchanged in a long time. Now, I am pleasantlysurprised when I see new …

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11 Tax Deductions that Start ups can not afford to miss. 3:08

10M ago3:08

3:08

Journey from Inception to Success It is extremely important for start-ups, entrepreneurs andeven business pros to keep track of their business expenses. These expenseswill reduce your taxes when it comes to file your personal tax returns (t1) orcorporate tax returns *T2). When taxseason starts the deductions will help and forms your strategic plans…

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

10M ago42:06

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 reconciliati…

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5 deciding factors to choose the best tax professional 3:09

10M ago3:09

3:09

5 deciding features in selecting a professional to prepare your personal taxreturn (T1) Considerthese factors when you are looking for a tax professional, please get aprofessional to help you if your taxes are complicated. 1. Education and training There are different levels of professionals who prepare taxreturns. Some are CPAs meaning they are un…

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Tax Matters for Dentists 2:17

10M ago2:17

2:17

As a dentist running your own practice inCanada, tax planning is an important part of managing your finances. Yourchoices about business structure, deductions, income smoothing, and retirementsavings accounts can significantly impact how much you pay in taxes each year. An optimized tax strategy can lead tosubstantial savings over your career. Befo…

1
F Dividends 1:16

10M ago1:16

1:16

Forget dividends, it is a trap! John is a lawyer and asked me to review his financialstatements. While I was reviewing the income statements, I noticed that thetotal salary for the 12-month period was 45K. I looked in more detail on his corporation QuickBooksOnline (QBO) file and notice his salary was at 22K. I looked at John and said, you made les…

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

10M ago49:34

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, an…

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

10M ago45:59

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 refle…

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

10M ago10:01

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 pod…

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Wrap up of 2023 36:42

12M ago36:42

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 wi…

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Exploring Chat GPT in Accounting 19:27

12M ago19:27

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 crea…

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

12M ago59:20

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…

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