Explorez tous les épisodes du podcast Accounting Apps Podcast
| Titre | Date | Durée | |
|---|---|---|---|
| Is AI Making Accountants Less Intelligent?🧠 | 30 Sep 2026 | 00:26:21 | |
Is AI Making Accountants Less Intelligent?
AI is helping accountants and bookkeepers work faster, automate repetitive tasks and reduce cognitive load. But as AI moves beyond calculation and automation into writing, analysing, explaining, brainstorming and reasoning, an interesting question emerges: what happens to the thinking skills we developed by doing those things ourselves? In this episode of the Accounting Apps Podcast, I explore how AI may be changing the way accountants and bookkeepers think. I look at neuroplasticity, the “useful struggle” involved in developing expertise, and why professional judgement becomes even more important when AI can produce a polished answer in seconds. Technology has always allowed accountants to shift attention away from repetitive activities. Spreadsheets removed much of our manual arithmetic. Accounting software automated processes that once took hours. AI is another step along that path, but there is an important distinction between using technology to remove cognitive clutter and allowing it to do the valuable thinking for us. Key Takeaways
Episode resources and links: Debunking Brain Myths: What’s Really Holding You Back from Change with Sarah McKay
Your Brain on ChatGPT: Accumulation of Cognitive Debt when Using an AI Assistant for Essay Writing Task
Exam Study Expert https://examstudyexpert.com/dr-sarah-mckay/ Dr Sarah McKay home page : https://drsarahmckay.com/ (Neuroscience for real life, with a focus on women’s brain health. For women, professionals and organisations.)
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| What Is a Calendar Audit and Why Should You Do One? 📅 | 23 Sep 2026 | 00:18:25 | |
How a Monthly Calendar Audit Improves Productivity
When was the last time you looked back at your calendar and asked whether all those meetings, commitments and hours were actually a good use of your time? In this episode of the Accounting Apps Podcast, I unpack the monthly calendar audit I use to understand where my time has gone, identify follow-ups that may have slipped through the cracks, and question activities that perhaps should not be there at all. My process combines Google Workspace, Google Calendar, Google Apps Script and Google Sheets to turn a month of calendar activity into something I can review line by line. Colour coding and categorisation help me separate personal activities, non-billable administration, speaking engagements, podcasting, writing, CPD and other commitments. The audit is not simply about productivity. It gives me distance from my calendar so I can consider my energy levels, protect productive hours, manage meetings more deliberately and ask whether the technology supporting my workflow still makes sense. Key Takeaways
A calendar audit takes time. Mine can take two or three hours, but that is partly because I use the process to stop, think and review what happened during the month. It gives me an opportunity to ask some useful questions. Why did I take that meeting? Did anything come from it? Should it have been an hour, or would 15 minutes have been enough? Am I protecting my capacity and bandwidth? Is my calendar supporting the way I want to work? The goal is not to create the perfect calendar. It is to become more deliberate about where time and energy are going, recognise what is working, and make better-informed choices about what deserves space in the calendar next month. Episode resources and links: Descript, Camtasia, ChatGPT, Google Workspace, Google Calendar, Google Apps Script, Google Sheets, Calendly, Microsoft
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU
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| Digital Nomad Tips for Working Overseas 💻 | 16 Sep 2026 | 00:23:12 | |
Working overseas brings unexpected opportunities and challenges. Discover practical digital nomad lessons about connectivity, co-working spaces, travel, banking, medication, client meetings and making technology work anywhere. Technology and business transformation are not simply about making businesses more efficient. They can also enable us to work differently and create more flexible lifestyles. In this episode of the Accounting Apps Podcast, I’m recording from a capsule hotel at Gatwick Airport after spending a month in England, and sharing some of the practical lessons I picked up while working and travelling abroad. Digital nomading can sound wonderfully straightforward when you have a laptop and cloud technology, but the reality involves Wi-Fi, time zones, phone connectivity, banking, transport and plenty of unexpected situations. Some things worked beautifully. Others required a little improvisation. Here are some of the experiences and lessons that stood out.
Digital nomading does not mean everything works perfectly wherever you open your laptop. There will be unreliable Wi-Fi, confusing transport, unfamiliar systems and unexpected detours. But technology gives us considerably more flexibility to navigate those challenges and continue working. For me, doing a few hours of work in the morning meant I could spend an extended period in England, spend time with my mum, connect with people in the accounting technology community and still keep things moving professionally. Sometimes the best approach is not waiting until you are back at your desk with the perfect setup. Charge your technology, find a workable space, stay open to the experience and make it work where you are.
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| Louis Theroux’s Lessons for Accountants 👂 | 09 Sep 2026 | 00:52:28 | |
Great client relationships start with curiosity. Discover how Louis Theroux’s interviewing techniques can help accountants listen deeply, ask simple questions and understand the person behind the numbers. Heather Smith and Alex Falcon Huerta explore lessons from Louis Theroux’s London Xerocon keynote. What can accountants and bookkeepers learn from one of the world’s most recognisable interviewers? Quite a lot, as it turns out. In this episode of the Accounting Apps Podcast, I’m joined by Alex Falcon Huerta to unpack Louis Theroux’s Xerocon London keynote and explore how his interviewing techniques translate surprisingly well into client relationships. We discuss listening properly, asking simple questions, allowing silence into conversations, understanding the person behind the numbers, and recognising the privileged position accountants and bookkeepers hold when clients trust us with their financial lives.
What stayed with me from Louis Theroux’s Xerocon conversation was the importance of curiosity. Accountants and bookkeepers have extraordinary access to the real story behind a business, but numbers alone don’t necessarily tell us what our clients are trying to achieve. Sometimes we need to stop preparing the next question, listen to what is actually being said, and give people enough space to tell us what really matters. Alex and I also explore how technology fits into this increasingly human conversation. AI, meeting transcription and recording tools can support better client service, training and knowledge sharing, but they shouldn’t replace our judgement, empathy or curiosity. Perhaps one of the most useful lessons we can take from a professional interviewer is beautifully simple: listen more closely, ask better questions and get to know the human behind the numbers. Episode resources and links: Louis Theroux’s resources Website : https://www.louistheroux.com/ Podcast : https://www.louistheroux.com/podcasts Apps & Tools Mentioned: ChatGPT, Claude, Gmail, Streak, ApprovalMax, Dext, Apron, The Gap, Brief, Fathom, Clarity HQ, Bluedot, Loom, Notion
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on: LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| Inside Xerocon London 2026⚡Announcements with Diya Jolly | 29 Jul 2026 | 00:37:17 | |
Discover the biggest announcements from XeroCon London 2026, including Xero Force, Partner Hub, Smart Document Capture, AI-powered automation, and what's next for accountants.
At XeroCon London 2026, Xero unveiled a wave of AI-powered innovations designed to help accountants and bookkeepers work more efficiently while supporting the needs of increasingly complex businesses. In this episode, Heather Smith speaks with Diya Jolly, Chief Product and Technology Officer at Xero, about the company's latest product announcements, the thinking behind its AI strategy, and how these developments will shape the future of the Xero ecosystem.
Whether you're an accountant, bookkeeper or Xero user, this conversation offers an inside look at the strategy, technology and product direction emerging from XeroCon London 2026. It provides valuable context behind the announcements and practical insights into how AI and automation are set to transform accounting workflows in the years ahead.
Apps & Tools Mentioned: Xero, Xero Partner Hub, Book Health, Month End Readiness, Auto Bank Reconciliation, Smart Document Capture, Hubdoc, Xero Files, Xero Force, Xero Ultra, Xero Payments, AWS, Amazon Web Services, OCR, JAX, AI Studio, Microsoft Copilot, ChatGPT
Episode resources and links: Diya Jolly Linkedin https://www.linkedin.com/in/diyajolly/
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| 289 Accounting Tech Updates Q2 2026 🚀 | 29 Jul 2026 | 01:03:29 | |
The second quarter of 2026 has delivered another wave of innovation across the accounting technology landscape. In this episode, Heather Smith is joined by Tyler Caskey from The Bean Counters to unpack the recent product releases, AI developments, payroll changes, reporting enhancements, and practice management updates shaping the profession. Alongside practical commentary on the latest features from leading accounting platforms, they discuss cybersecurity lessons, the impact of industry layoffs, emerging AI-first accounting systems, and several standout apps that deserve attention. Whether you're an accountant, bookkeeper, advisor, or business owner, this episode offers practical insights to help you stay informed and identify technology worth exploring.
Key discussion points
The accounting technology ecosystem continues to evolve at an incredible pace, with AI, automation, compliance, and integration driving much of the innovation. While not every new feature will suit every business, understanding what's available helps accountants and bookkeepers make better technology decisions for themselves and their clients. This episode provides a practical snapshot of where the industry is heading and highlights the solutions that are genuinely worth keeping on your radar.
This episode is also syndicated to Accountants Daily Under the Hood podcast.
Read here how I work with some solutions mentioned https://endorsementdisclosure.com/
Apps & Tools Mentioned: Apps & Tools Mentioned:
Episode resources and links:
Tyler Caskey : https://www.linkedin.com/in/tylercaskey/ The Bean Counters : https://www.thebeancounters.com.au/
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| 🌟 Why the Best Opportunity Might Be One You Pass On | 08 Jul 2026 | 00:23:30 | |
Not every opportunity that lands in your inbox is the right fit. In this episode, Heather (me!) explores the concept of "handball referrals" and why passing opportunities to the right person can strengthen relationships, build trust, and create value across the accounting profession. Drawing on real-world examples from speaking engagements, networking experiences, and community involvement, she shares practical advice on becoming a thoughtful connector within your professional network. Key Discussion Points
Professional networks thrive when people actively support one another. Whether it's a speaking opportunity, client referral, advisory role, or project, taking a few minutes to connect the right people can have a lasting impact. Heather encourages listeners to think beyond simply declining opportunities and instead consider how they can contribute to a stronger, more connected accounting community.
Episode resources and links:
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| 🧩 Simplifying Your Firm’s Tech Stack for Better Workflow Visibility | 01 Jul 2026 | 00:50:09 | |
Technology should make accounting firms more efficient, but many firms have accumulated layers of disconnected tools that create complexity rather than clarity. In this discussion, Heather Smith is joined by Tyler Caskey from The Bean Counters and John Munden from Cloud Office to explore how firms can simplify their technology stack, improve workflow visibility, reduce manual work and make better technology decisions. Key Discussion Points
The key takeaway is that firms do not need more technology. They need better connected technology, clearer workflows and a structured approach to change. By focusing on visibility, automation and process consistency, accounting firms can reduce overwhelm and create scalable systems that support long-term growth. Episode resources and links:
Tyler Caskey : https://www.linkedin.com/in/tylercaskey/ John Munden : https://www.linkedin.com/in/jmunden/ Cloudoffis : https://cloudoffis.com.au/ Apps & Tools MentionedXero, SharePoint, APS, Excel, Microsoft Lists, HandiSoft, BGL, NowInfinity, FYI Docs, Xero Practice Manager, Content Snare, Annature, Adobe Sign, DocuSign, Employment Hero, MYOB, QuickBooks, Stripe, Pinch Payments, Macquarie Bank Feeds, Mayday, Seamless If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| 🌍 From Hawke’s Bay to Canada: Ben Richmond on Accounting, Tech & Leadership | 24 Jun 2026 | 01:01:22 | |
Accounting technology leader Ben Richmond joins the podcast to discuss his remarkable journey from regional accounting practice in New Zealand to becoming President and CEO of WagePoint in Canada. Drawing on decades of experience across public practice, corporate finance, Xero’s international expansion and payroll technology, Ben shares lessons on leadership, customer relationships, change management and the future of accounting. The conversation explores how accountants can broaden their career horizons, embrace public speaking, leverage AI effectively and build more meaningful advisory relationships with clients. Ben also reflects on what it takes to grow software businesses across different countries and why the accounting profession remains one of the most impactful careers available today. Key Discussion Points
Ben’s perspective offers a refreshing blend of optimism and realism. While acknowledging the disruption created by AI and rapid technological change, he argues that accountants and bookkeepers who embrace innovation, strengthen their advisory capabilities and invest in relationships are exceptionally well positioned for the future. The discussion highlights the importance of curiosity, adaptability and customer-centric thinking in both accounting and software businesses. Apps & Tools Mentioned:Ben Richmond : https://www.linkedin.com/in/ben-richmond-ca-b8794220/ WagePoint https://www.wagepoint.com/ Xero https://www.xero.com Stripe https://stripe.com/ QuickBooks, https://quickbooks.intuit.com
Episode resources and links:
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| Inside Dext’s 2026 Roadmap: AI, Payments and Practice Insights 📊 | 18 Jun 2026 | 00:27:28 | |
I sat down with Paul Wittich, General Manager APAC at Dext, to explore how the platform is evolving beyond document capture into a fully automated bookkeeping workflow. We discuss AI Assist, payments, underused features, pricing transparency and what 2026 looks like for the profession.
The profession is shifting rapidly. As AI accelerates change, the firms that embrace automation thoughtfully and strategically will be best positioned to move beyond compliance and into higher-value advisory services.
Episode resources and links: https://www.linkedin.com/in/paulwittich/
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| The Fake Coursera Collaboration🚨: How a Scammer Groomed Me for Weeks | 11 Jun 2026 | 00:44:38 | |
This episode is a personal and confronting reflection on how quickly even a cyberaware professional can lose control of a long-standing Gmail account. What began as a seemingly legitimate brand collaboration unfolded into a carefully orchestrated phishing attack that removed all security measures within seconds. The experience highlights how modern cybercrime blends patience, credibility signals, automation and psychological triggers to bypass even cautious users.
This story is not about fear. It is about awareness, practical action and understanding how sophisticated attacks have become. The lesson is simple: five minutes of security setup can prevent four days of stress. Apps & Tools Mentioned:1Password, LastPass Authenticator, Coursera, Impact, Google, Gmail, Revolut, Claude, ChatGPT, LinkedIn, Twitter, TeamYouTube Episode resources and links: Alex falcon Huerta’s story : https://www.linkedin.com/posts/alexfalconhuerta_fraud-alexfalconhuerta-share-7394786345610682370-s-49/ https://cyberwardens.com.au partners with the Australian Government to deliver free online security courses with verifiable CPD.
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| The Only Chartered Accountant to ever Compete on Survivor: Purpose Beyond the Jungle🌴| Josh Hickford | 13 May 2026 | 00:42:01 | |
This episode explores how a Chartered Accountant can move beyond traditional finance roles to create meaningful community impact. Josh Hickford shares his journey from Big Four accounting and banking to founding a cancer support app and leading Taranaki Foundation. It is a conversation about resilience, technology, philanthropy and the evolving role of accountants in a digital world.
This episode reminds us that accounting is not just about compliance or reporting. It is about leadership, confidence and using financial skills to build stronger communities. Technology may accelerate the journey, but purpose and people still lead the way. Apps & Tools Mentioned: Raisely - https://www.raisely.com/ Sharesies https://sharesies.com.au/ Stripe, GoFundMe, Otter.ai, Xero, Episode resources and links:
https://www.linkedin.com/in/joshhickford/ https://taranakifoundation.org.nz/
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| The Accounting Tapestry: Weaving Systems, Software and Strategy Together 🧵| Trent Yesberg | 06 May 2026 | 00:59:14 | |
In this episode, I sit down with Trent Yesberg, founder of Twine Apps and director of Regional Business Services in Townsville. We explore the realities of subscription billing, SaaS development, and what AI means for accounting firms today. This conversation moves from practical billing frustrations to the future of automation in our profession.
This episode is a grounded, practical look at innovation from inside the profession. It is about solving real problems, protecting margins, and staying curious in a rapidly shifting tech landscape. Apps & Tools Mentioned Twine Biller – https://twineapps.co Twine Apps – https://twineapps.co Regional Business Services – https://www.regionalbusinessservices.com.au Ignition – https://www.ignitionapp.com QuickBooks – https://quickbooks.intuit.com Xero – https://www.xero.com MYOB – https://www.myob.com Zoho – https://www.zoho.com Uber Eats – https://www.ubereats.com DoorDash – https://www.doordash.com Deliveroo – https://deliveroo.com Employment Hero – https://employmenthero.com Claude – https://claude.ai OpenAI – https://openai.com Substack – https://substack.com LinkedIn – https://www.linkedin.com Facebook – https://www.facebook.com Otter.ai – https://otter.ai Episode resources and links:
Twine Biller : https://twineapps.co Twine Apps : https://twineapps.co Trent Yesberg : https://www.linkedin.com/in/trent-yesberg-52b35366/
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| AI, APIs and Accounting Shakeups in Q1 2026 🚀|Tyler Caskey | 29 Apr 2026 | 00:31:07 | |
The first quarter of 2026 has delivered an extraordinary wave of AI-powered enhancements, mid-market strategy shifts and workflow automation upgrades across the accounting technology ecosystem. This session, presented at the Sydney Accounting and Bookkeeping Expo, dives deep into what matters, what is hype, and where firms should pay attention.
As always, the key message is this: block time in your calendar and properly explore these features. Many of these releases can immediately improve efficiency, reduce risk and deepen client advisory if implemented thoughtfully. Jump across to the blog here : https://www.heathersmithsmallbusiness.com/blog/ for all the links so you can deep dive into the details. The podcast is also released on Accountants Daily Momentum Media’s Under The Hood brand : https://www.accountantsdaily.com.au/technology/22289-under-the-hood-accounting-tech-update-for-q1-2026 MYOB – https://www.myob.com MYOB Solo – https://www.myob.com/au/products/solo Intuit Accountant Suite – https://quickbooks.intuit.com/accountants/ Xero – https://www.xero.com Xero Ultra – https://www.xero.com Cloudoffis - https://cloudoffis.com.au/ Uncat – https://www.uncat.com Karbon – https://www.karbonhq.com Paidnice – https://www.paidnice.com A2X – https://www.a2xaccounting.com Tanda – https://www.tanda.co Emerge – https://www.emergeapp.net Restoke – https://www.restoke.ai AdvisorLi – https://www.advisorli.com Jazoodle – https://www.jazoodle.com Fathom – https://www.fathomhq.com Employment Hero – https://www.employmenthero.com LinkedIn – https://www.linkedin.com ActiveCollab – https://activecollab.com Calcs – https://www.calcs.com.au Dashboard Insights – https://www.dashboardinsights.com.au Sharesight – https://www.sharesight.com Botkeeper – https://www.botkeeper.com Zendu – https://www.zendu.com NAB Bookkeeper – https://www.nab.com.au/business/accounts/online-accounting SuiteFiles – https://www.suitefiles.com Zapier – https://www.zapier.com Process Street – https://www.process.st EzzyBill – https://www.ezzybills.com/ Procore – https://www.procore.com ServiceM8 – https://www.servicem8.com/au/ Dext – https://www.dext.com MYOB Discover Live – https://www.myob.com/au/events/discover-live Xerocon – https://www.xero.com/events NetSuite SuiteWorld – https://www.netsuitesuiteworld.com Intuit Connect – https://www.intuit.com/connect
Episode resources and links:
Accounting & Business Expo : https://www.terrapinn.com/exhibition/accounting-business-expo/index.stm
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| Build a Second Brain 🧠Strategies for Bookkeepers & Accountants | 22 Apr 2026 | 00:27:28 | |
In this episode, I share a practical and grounded introduction to the Second Brain concept, tailored specifically for accountants and bookkeepers. Originally delivered at the Sydney Accounting and Business Expo, this session explores how to better capture, organise and leverage the constant stream of information we face every day. If you are feeling overloaded, context switching constantly, or struggling to retrieve your best ideas when you need them, this conversation will resonate.
A Second Brain is not about adding complexity. It is about creating a reliable system that supports your professional thinking. When you trust where your knowledge lives, you free up energy to serve clients, think strategically, and innovate with confidence. Book Building a Second Brain by Tiago Forte Apps & Tools Mentioned
Episode resources and links: Accounting & Business Expo : https://www.terrapinn.com/exhibition/accounting-business-expo/index.stm
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| AI Tools Accounting Firms Are Using Right Now 🤖 | 15 Apr 2026 | 00:34:51 | |
This special panel episode, recorded live at Accounting Business Expo, explores AI tools that are genuinely useful right now for accounting firms. With perspectives from firm owners and a software vendor, the discussion covers practical implementation, guardrails, and real-world results.
The conversation reinforces that AI is not about hype. It is about removing grunt work so accountants can focus on strategic client advice and better outcomes. Apps & Tools Mentioned:Otter – https://otter.ai Fireflies – https://fireflies.ai Microsoft Copilot – https://copilot.microsoft.com Practice Ignition – https://www.practiceignition.com Ignition – https://www.ignitionapp.com Practice Protect – https://practiceprotect.com Change GPS – https://www.changegps.com Dext – https://dext.com MYOB AE – https://www.myob.com/au/products/practice-solutions/accountants-enterprise AccountKit – https://www.accountkit.com.au Xero XPM – https://www.xero.com/au/practice-manager BGL – https://www.bglcorp.com BGL Infinity – https://www.bglcorp.com/infinity Annature – https://annature.com.au Seamless – https://www.seamless.com.au Content Snare – https://contentsnare.com Law Cyborg – https://lawcyborg.ai n8n – https://n8n.io ClickUp – https://clickup.com Claude – https://claude.ai Cursor – https://cursor.sh Glean – https://www.glean.com Abby – https://www.abby.com.au OMBLE – https://www.omble.com.au Planful AI – https://www.planful.ai MYOB AI BAS – https://www.myob.com Twine Apps – https://twineapps.com.au Twine Biller – https://twineapps.com.au Xero – https://www.xero.com Intuit – https://www.intuit.com Employment Hero – https://employmenthero.com Episode resources and links: Chris Wheatley, Director, Scope Accounting : https://www.linkedin.com/in/chris-wheatley-fca-29398533/ Scope Accounting : https://www.scopeaccounting.com.au/ Small Business Accountants & Advisers Brain Trust, Australia FaceBook Group https://www.facebook.com/groups/977122739056681
Kyelie Baxter, Managing Director, IQ Accountants https://www.linkedin.com/in/kyelie-baxter-fcpa-43224334/
Tim Garth, Podcountant, Director and Co-host of the Two Drunk Accountants Podcast, CATS Accountants https://www.linkedin.com/in/tim-garth-11721370/ CATS Accountants : https://catax.com.au/ Two drunk Accountants : https://twodrunkaccountants.com.au/
Liam Hindle, General Manager - Product, MYOB https://www.linkedin.com/in/liamhindle/
Accounting & Business Expo : https://www.terrapinn.com/exhibition/accounting-business-expo/index.stm
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| On the Ground at Accounting & Business Expo 2026 🎤 | 08 Apr 2026 | 00:55:46 | |
The Sydney Accounting & Business Expo 2026 was one of the most energised and well-attended events I have seen in years. AI dominated the conversation, AML reform is reshaping workflows, and innovation across practice management, tax research, onboarding and payments is accelerating fast. This episode captures conversations directly from the expo floor. You will hear insights from keynote takeaways and interviews with founders, product leaders and firm owners building practical solutions for modern accounting firms. Key Discussion Points
The common theme throughout the expo was clear. We are in another platform shift. Firms that lean into AI experimentation, workflow automation and smarter onboarding processes will create capacity, improve margins and better serve clients. This episode is a snapshot of where the profession stands right now. Curious, slightly cautious, but moving forward with intention. Here is who I spoke with: Kayur Patel – Director, Gen AI & Emerging Tech at PwC Kayur unpacked AI with clarity and calm authority, encouraging accountants to become hands-on fast followers and treat AI as a trained digital team member rather than a magic solution. I shared his insight in my own words. Natalie Lennon – Two Sides Accounting Natalie shared her journey of intentionally redesigning her firm around lifestyle and purpose, reminding us that success in practice is something we can define and rebuild on our own terms. Mary Delaney – CEO of Karbon Mary spoke with deep conviction about the future of AI-enabled firms, where humans and intelligent systems work side by side to elevate the work accountants do best. Manraj Singh Rahi – Product Lead, Law Cyborg Manraj explained how structured, citation-led AI can support confident tax research, positioning technology as a reliable second set of eyes rather than a risky shortcut. Samuel David – Founder of Actually Count Samuel shared a heartfelt journey from persistence in his studies to building a solution that removes BAS friction, showing how lived experience often drives the most practical innovation. Clayton Woods – Co-founder of Seamless Clayton highlighted the quiet inefficiencies in onboarding and re-engagement, demonstrating how thoughtful automation can simplify processes accountants have long accepted as clunky. James Rose – Co-founder of Content Snare James reflected on solving one of the profession’s most persistent frustrations, turning the back-and-forth of client data collection into a structured, accountable process. Ben Gill – Executive Director, Lightyear Docs Ben reframed document creation as an opportunity for deeper client value, encouraging accountants to step into conversations around asset protection and long-term wealth. Michael Jeffries – CEO of Tax Guru Michael outlined a future where highly specialised AI agents deliver fast, structured tax insights, backed by curated expertise rather than generic internet scraping. Shaye Thyer – Finance Coach for Women in Business Shaye brought a powerful blend of practical financial strategy and lived experience, focusing on helping women build capability, confidence, and genuine financial independence. Corey Cacic – CEO of Annature Corey shared how Annature continues to evolve from e-signing into a broader workflow solution, with a strong focus on practical compliance and making everyday processes smoother for firms. Apps & Tools Mentioned:
Episode resources and links: Kayur Patel - Director, Gen AI & Emerging Tech at PwC https://www.linkedin.com/in/kayur-patel-nz/ Shared an overview of two talks he gave on AI.
Natalie Lennon of Two Sides Accounting
Mary Delaney, CEO of Karbon
Manraj Singh Rahi Product Lead at Law Cyborg linkedin.com/in/manraj-singh-rahilaw
Samuel David, founder of Actually Count https://www.linkedin.com/in/samuelpravindavid/
Clayton Woods, co-founder Seamlss linkedin.com/in/0claytonwood seamlss.com.au
James Rose, co-founder Content Snare https://www.linkedin.com/in/jamesrose0/
Ben Gill, Executive Director of Light Year Docs https://www.linkedin.com/in/ben-gill-b336b928/ https://www.lightyeardocs.com.au/
Michael Jeffries, CEO of Tax Guru https://www.linkedin.com/in/mjeffriess/
Shaye Thyer, Finance Coach for women in business
Corey Cacic, CEO of Annature
Accounting & Business Expo: https://www.terrapinn.com/exhibition/accounting-business-expo/index.stm
If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| Community, AI & Carpool Conversations with Australia’s Favourite Accountants 🚗| Chris Wheatley | 01 Apr 2026 | 00:22:25 | |
This episode was recorded on the way to the Sydney Accounting & Business Expo, offering a candid and practical conversation about AI in practice, peer communities, vendor relationships and the evolving accounting profession in Australia.
This conversation highlights the importance of community, practical tech adoption and staying grounded while navigating change in the accounting profession. Episode resources and links: Chris Wheatley, Director, Scope Accounting : https://www.linkedin.com/in/chris-wheatley-fca-29398533/ Scope Accounting : https://www.scopeaccounting.com.au/ Small Business Accountants & Advisers Brain Trust, Australia FaceBook Group https://www.facebook.com/groups/977122739056681 Accounting & Business Expo : https://www.terrapinn.com/exhibition/accounting-business-expo/index.stm If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on: LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU
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| Tips to fuel growth in your practice in 2026 | 25 Mar 2026 | 00:45:38 | |
A practical conversation, with Tyler Caskey, Dan Osborne and Heather Smith, hosted by John Munden, on how accounting firms can grow through better systems, small efficiency improvements and intentional technology adoption including AI, automation and advisory insights. Presented by Cloudoffis. Cloud Office is an Australian cloud-based platform that helps accountants and auditors streamline SMSF audits, tax workpapers and compliance workflows. Summary Accounting firms are entering a new phase of growth where success is no longer measured only by revenue. In this discussion, we explore how modern practices are improving profitability, efficiency and lifestyle outcomes through smarter systems and technology adoption. The panel shares practical advice on reviewing your tech stack, identifying pain points and adopting automation that removes administrative tasks rather than replacing professional judgement. AI is already transforming workflows through data analysis, receipt capture, executive summaries and financial insights. Importantly, the conversation also highlights the need for clear AI policies, strong client data protection and thoughtful implementation. As accounting technology continues to evolve, firms that focus on small improvements, better systems and intentional growth will be well positioned for the future. Apps & Tools Mentioned: Cloudoffis, Excel, Google Meet, Zoom, Xero, Hubdoc, Dext, Wheel, JAX, ChatGPT, Microsoft Copilot, Power BI, Intuit Contact details: Cloudoffis : https://cloudoffis.com.au/ Dan Osborne : https://www.linkedin.com/in/dan-osborne-985129121/ CATS : https://catax.com.au/ Two Drunk Accountants : https://twodrunkaccountants.com.au/ Tyler Caskey : https://www.linkedin.com/in/tylercaskey/ Bean Counters : https://www.thebeancounters.com.au/ John Munden : https://www.linkedin.com/in/jmunden/ 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 | |||
| Scaling Finance for Hyper-Growth: ERP Lessons from a CFO 🚀 | Anita Chow | 18 Mar 2026 | 00:30:41 | |
Fast-growing businesses eventually reach a point where their finance systems struggle to keep up. In this episode, CFO Anita Chow shares how Acusensus moved from a Xero and spreadsheet-based environment to a full ERP Oracle Netsuite platform to support rapid growth and international expansion. The discussion explores what triggers the shift to ERP, the challenges of managing multiple entities and growing transaction volumes, and the benefits of having a scalable financial infrastructure. The move dramatically improved automation across key areas such as reporting, lease accounting, and financial consolidation while enabling the finance team to spend more time partnering with the business. The conversation also highlights important lessons for finance professionals and advisors supporting scaling companies. Clean data, thoughtful change management, and clear success metrics are critical. Ultimately, technology is only the enabler. The real value comes from how finance teams use better systems to deliver insights, manage risk, and support strategic decisions. Apps & Tools Mentioned: NetSuite, Xero, Excel, ProSpend, Zone & Co, Netgain, Employment Hero, Airwallex, NetSuite Planning and Budgeting Contact details: Oracle Netsuite : https://www.netsuite.com/portal/home.shtml Acusensus : https://www.acusensus.com/ Anita Chow: https://www.linkedin.com/in/anita-chow-b77a0016/ 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 | |||
| Bridging the Family 👨👩👦 Business Generation Gap: Practical Tech for Legacy Businesses | 12 Mar 2026 | 00:22:10 | |
How do you modernise a family business when the older generation resists change? This episode explores emotional barriers, trust, and a practical tiny pilot approach to digital adoption. Summary In this episode, I explore the challenge of introducing new technology into long established family businesses. Inspired by a LinkedIn post from Tony Harcourt, we unpack why tech resistance is often emotional, not practical. Key discussion points:
Key Takeaway: Successful technology adoption in family businesses is about protecting legacy while reducing friction. Start small, make it reversible, and focus on outcomes, not features. Contact details: Tony Harcourt: https://www.linkedin.com/in/tony-harcourt/ LinkedIn Post: https://www.linkedin.com/feed/update/urn:li:activity:7432901025231159296/ WorkGuru https://workguru.io/ Behavioural Research by Xero https://www.xero.com/au/media-releases/behavioural-research-by-xero-uncovers-barriers-for-au-small-businesses/ 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 | |||
| AI Fluency Essentials for Modern Firms 💼 | Cameron Anderson | 05 Mar 2026 | 01:03:47 | |
Cameron Anderson General Manager XBert What does AI fluency really mean for accountants and bookkeepers? This episode explores governance, prompting frameworks, and practical AI use cases you can apply immediately. Summary In this episode, we explore AI fluency for accountants and bookkeepers and what it really means in practice. From governance to prompting frameworks, we unpack practical steps firms can take today. Key Discussion Points
XBert, Xero, ChatGPT, Gamma, Otter.ai, Fireflies.ai, Gmail, Microsoft Outlook Contact details: Cameron Anderson : https://www.linkedin.com/in/cameronanderson2/ XBert : https://www.xbert.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 | |||
| AI and the Future of Accounting Roles 🤖 | 19 Feb 2026 | 00:38:36 | |
AI is reshaping accounting roles, not replacing them. Explore what’s changing, emerging governance roles, and why strategic thinking and AI fluency matter more than ever. Summary As AI reshapes our profession, we're essentially seeing less demand for those routine tasks, a boom in strategic roles and new opportunities for those who understand the cross section between accounting and technology, so less routine, more strategy, more cross disciplinary. And today, I'd like to talk about what's changing in the roles, what's not changing in the roles, what new roles are emerging, and what accountants and bookkeepers should focus on now. Key discussion points:
Key takeaways:
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 | |||
| How AI Is Re-shaping Accounting Firms 💡Kyelie Baxter | 12 Feb 2026 | 00:20:21 | |
Kyelie Baxter shares how AI is changing accounting firm workflows, boosting outputs, and freeing up capacity, while still needing strong guardrails and human judgment. Summary In this episode, Kylie Baxter discusses how artificial intelligence is transforming accounting firms, client expectations, and internal workflows, without replacing the human element. Key discussion points include:
Key takeaway: AI is a powerful tool for efficiency and capacity, but accountants who apply judgment, governance, and strategy will remain irreplaceable. Kylie and I were guests of the LYD Unstoppable Growth Conference held at the JW Marriott Gold Coast Resort & Spa in one of the most amazing places in the world, Surfers Paradise! LYD stands for Light Year Docs, and it is a platform for creating verified legal documents including companies, trusts and commercial agreements. If that’s of interest to you, I’m sure the team would be happy to speak with you. Contact details: Kyelie Baxter : https://www.linkedin.com/in/kyelie-baxter-fcpa-43224334/ IQ Accountants : https://iqaccountants.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 | |||
| 🎾 Courtside with MYOB: AI, Apps & the Australian Open | 05 Feb 2026 | 00:37:30 | |
Heather shares insights from MYOB’s Australian Open event, exploring AI integration, Google Gemini tools, new MYOB Solo app for micro businesses, and the power of keyboard aesthetics. Summary In this episode, Heather Smith shares insights from her time at the Australian Open with MYOB, exploring how technology, AI, and workplace tools are reshaping the accounting world:
Contact details: Solo https://www.myob.com/au/products/solo 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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| The 1% Advisory Advantage for Accountants 📈 | #TOACon2025 | 28 Jan 2026 | 00:52:59 | |
In the third of three instalments Heather Smith shares insights from TOACon 2025. She chats with industry leaders about business advisory, AI agents in accounting, community building, and embracing the future with purpose and relationships. Summary In this third instalment from TOACon 2025, Heather Smith explores the evolution of business advisory services and the powerful tech shaping the accounting profession.
Heather Smith attended the TOACon 2025 conference as hosted media. If you want to find out more about TOAGlobal please visit their website :toaglobal.com If you want further information about anything covered in this podcast, please refer to the show notes: https://www.heathersmithsmallbusiness.com/blog/
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 | |||
| 🎯 Client Focused, Tech Enabled: The Modern Practice | #TOACon2025 | 21 Jan 2026 | 00:48:10 | |
Insights from TOACon 2025’s tech stream: AI, cybersecurity, client experience, and building resilient firms with smarter systems, featuring Practice Protect, AccountKit, and more. Summary In the second of three instalments Heather Smith explores highlights from TOACon 2025. Recorded at the luxurious Shangri-La Boracay, this episode dives into practical tools and strategies reshaping the accounting landscape. Main Topics: 🌟 Customer Experience Strategy: Jason S Bradshaw on reducing client friction and defining your service promise. 🔐 Cybersecurity Deep Dive: Jenny Caune of Practice Protect on multi-layered security and sleep-at-night tech. 📊 Cloud App Report: Real usage data across 13 categories: what apps firms are actually using in 2025. 🔄 AccountKit Expansion: Matt Taylor from AccountKit on new features including reconciliations, integrations, and centralized workflows. 📈 Building a Business That Runs Without You: TOA Global founder Nick Sinclair on separating identity from business. 🧭 Truth in Leadership: Dom Thurbon on the fine line between experience and baggage, staying curious is key. 🏝️ Conference Culture & Community: Live insights from attendees on the power of connections, resilience, and hospitality. Key Takeaways:
Heather Smith attended the TOACon 2025 conference as hosted media. If you want to find out more about TOAGlobal please visit their website :toaglobal.com If you want further information about anything covered in this podcast, please refer to the show notes: https://www.heathersmithsmallbusiness.com/blog/
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 | |||
| From Friction to Flow: Innovate Daily ⚙️ | #TOACon2025 | 15 Jan 2026 | 00:50:52 | |
Join Heather Smith as she explores highlights from TOACon 2025: building resilient teams, leadership mindset shifts, and inspiring stories from accountants shaping the future through global connections. Summary In the first of three instalments Heather Smith shares highlights from TOACon2025: focusing on mindset, culture, offshoring, innovation, and resilience in the accounting profession. Through interviews and speaker takeaways, you'll hear how accounting leaders are embracing small actions for big impact.
Heather Smith attended the TOACon 2025 conference as hosted media. If you want to find out more about TOAGlobal please visit their website :toaglobal.com If you want further information about anything covered in this podcast, please refer to the show notes: https://www.heathersmithsmallbusiness.com/blog/
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 | |||
| From Workpapers to AI: What 2025 Delivered 📊 | 23 Dec 2025 | 00:13:37 | |
In this special year-end wrap-up, we explore the major accounting tech releases of 2025. From new AI capabilities to feature-rich workpapers and smarter reporting tools, discover the updates that could transform your current stack.
The accompanying article to this podcast can be found on Accountants Daily.
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 | |||
| How to Make the Most of In-Person Networking🧩 | 19 Dec 2025 | 00:41:31 | |
Heather shares why real-world networking still matters for accountants & bookkeepers, offering practical tips to build genuine, long-term professional relationships without feeling salesy or awkward. In this episode, Heather Smith explores the timeless power of in-person networking for accounting & bookkeeping professionals. Based on her article for Acuity Magazine, she shares stories, strategies, and tech tips for nurturing relationships authentically. Article : https://www.acuitymag.com/business/how-to-make-the-most-of-in-person-networking/
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 | |||
| Reflections from 2025 & Forecasts for 2026 🤖 | Cloudoffis | 10 Dec 2025 | 00:46:36 | |
A lively panel reflects on 2025's tech-driven accounting trends, AI, automation, clean data, and what’s next for 2026. Ethics, awards, remote work, and receipts that must die! Summary In this panel discussion recorded at the Cloudoffis end-of-year event in Sydney, Heather Smith is joined by John Munden (Cloudoffis), Tyler Caskey (The Bean Counters), and Natalia Clark (Easy Super) to reflect on 2025 and forecast on the future in 2026 and beyond in the accounting and auditing industry. In this episode, we talk about . . .
Contact details:
Sponsor Offers: Here Cloudoffis : https://cloudoffis.com.au/ Natalia Clark : https://www.linkedin.com/in/nataliaclack-easysuper/ Tyler Caskey : https://www.linkedin.com/in/tylercaskey/ John Munden : https://www.linkedin.com/in/jmunden/ 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 | |||
| Data-Driven Growth for Manufacturers 📊 | Jarrod Adam | 03 Dec 2025 | 00:36:38 | |
Jarrod Adam is Head of Production & Distribution at The Access Group Explore how Unleashed helps small businesses thrive through AI-driven inventory management, smarter tools, and actionable data that streamline operations and empower strategic growth. Summary Today I’m speaking with Jarrod Adam, Head of Production & Distribution at The Access Group. In this episode, we talk about . . . how Unleashed empowers small businesses with actionable data, AI-powered tools, and integrated inventory solutions.
Unleashed, Xero, QuickBooks, Shopify, WooCommerce, Amazon, Access Evo, Advanced Inventory Manager ⏱️ YouTube Timestamped Chapters00:00 – Welcome & Guest Intro: Meet Jarrod Adam from Unleashed. 01:58 – From Tigerland to Tech: A playful rugby-themed intro. 04:20 – Jarrod’s Journey to Product Management: How he fell into software. 06:20 – Auckland’s Thriving SaaS Scene: NZ’s impact on global tech. 08:10 – Inventory, CRM & WMS Landscape: What SMBs need today. 10:50 – What Unleashed Does: Efficient workflows + strategic insights. 13:00 – Signs a Business Needs Unleashed: From post-it notes to stock stress. 15:20 – Accountant & Bookkeeper Pain Points: Data, margins & advisory blocks. 17:30 – Implementation Timeline: Fast, guided onboarding sessions. 19:05 – Unleashed Integrations: Xero, QuickBooks, Shopify, Amazon & more. 21:10 – E-commerce Growth Post-COVID: Why integrations are essential. 23:15 – AI & Forecasting with AIM: Managing supply chain uncertainty. 26:00 – Using Data for Better Advice: The power of operational insights. 28:00 – Manufacturing Health Index: A free resource for advisory. 30:00 – Characteristics of Thriving Manufacturers: Mitigating supplier risks. 32:15 – Partner Portal for Accountants: Real-time multi-client access. 34:00 – AI Copilot & Agents: How Evo enhances the user experience. 35:45 – Final Thoughts & Outro: Software should solve problems, not add them. Contact details: Sponsor Offers: Here Unleashed Software: https://www.unleashedsoftware.com/ Jarrod Adam: https://www.linkedin.com/in/jarrod-adam/ 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 | |||
| 🌏 Leading Women in Accounting: Influence, Integrity & Impact | 26 Nov 2025 | 00:41:27 | |
Insights from a global panel of women leaders in accounting, exploring influence, ethics, personal branding, and leadership challenges in a male-dominated profession. Summary In this special episode of the Accounting Apps Podcast, I moderated a global panel discussion at the Accounting & Business Show Asia 2025 in Singapore. I was joined by Kyelie Baxter (IQ Accountants), Uthaya Ponnusamy (RSM Singapore), and Magdalene Ang (R Chan & Associates, ACCA Singapore Chair) for a panel session I moderated called Influence, Integrity and Impact: Navigating the Reality of Women Leading in Accounting
Together we explored:
✅ Career journeys and leadership pivots ✅ Building confidence and personal brand (hello USP!) ✅ Ethics vs. earnings — where we draw the line ✅ Mentoring, connection and navigating invisible barriers ✅ Creating influence with integrity and making an impact
Listen if you're looking for insight, inspiration, or real-world stories from women reshaping leadership in accounting.
Contact details: Sponsor Offers: Here Kyelie Baxter, Managing Director at IQ Accountants https://www.linkedin.com/in/kyelie-baxter-fcpa-43224334/ Uthaya Ponnusamy, Partner & Industry Lead - Not For Profit sector at RSM Singapore https://www.linkedin.com/in/uthaya-ponnusamy-5bab1763/ Magdalene Ang, Director, R Chan & Associates PAC and Chair of ACCA Singapore Member Network Panel. https://www.linkedin.com/in/magdalene-ang-fcca-fca-singapore-03b2084b/ 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 | |||
| From Compliance to Sky-High Advisory ☁️ – Insights from the AB Show 2025 | 19 Nov 2025 | 00:43:08 | |
Live from the Accounting & Business Show Asia 2025 in Singapore, Heather chats with innovators about AI, e-invoicing, TikTok trends, cross-border payments and the evolving role of accountants in Asia Summary Heather Smith reports from the Accounting & Business Show Asia 2025 in Singapore, sharing floor interviews and key highlights. With strong Australian representation, she reflects on rapid regional digital transformation, cultural insights, and inspiring thought leadership. Main Topics:
Interviews Include:
Key Takeaways:
LinkedIn Posts from Singapore https://www.linkedin.com/posts/heathersmithau_abshowasia-accountingandaccountants-activity-7386538062283075584-1Vh2/
Contact details: Sponsor Offers: Here Xero http://xero.com/ Koren Wines https://www.linkedin.com/in/koren-wines/ Sarah Foo https://www.linkedin.com/in/sarah-foo-fca/ Alvin Chia https://www.linkedin.com/in/alvin-chia-a15a6b65/ Marvin Galang https://www.linkedin.com/in/galangmr/ Bryan Sng https://www.linkedin.com/in/bryansng/ SimpleAi https://simpleaiworks.com/ Kelvin Koh https://www.linkedin.com/in/nivlekoh/ Andrew Paton-Smith https://www.linkedin.com/in/apatonsmith/ Jazoodle https://jazoodle.com/ 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 | |||
| 💨 From Wind to Wins: Woolnorth Renewables NetSuite Journey | 12 Nov 2025 | 00:34:59 | |
Kerry Butler, CFO of Woolnorth Renewables, Tasmania shares her bold NetSuite rollout, revealing strategic insights on tech, budgeting, AI, and scaling clean energy operations. Summary Today I’m speaking with Kerry Butler, CFO of Woolnorth Renewables, Tasmania In this episode, we talk about . . .
🧰 Apps & Tools Mentioned: NetSuite, NetSuite Planning and Budgeting (NSPB), Netgain, Pivot Two, SharePoint, Smart View, Camtasia 📺 Timelines00:00 – Welcome & Guest Intro: Kerry Butler, CFO of Woolnorth Renewables 01:45 – Why Kerry Chose NetSuite: Flexibility and ecosystem advantages 04:12 – Board-Ready Reporting in Two Languages: How NSPB enabled it 06:57 – Implementing NSPB First: Breaking ERP rollout conventions 09:43 – Smart Budgeting Tools: Using Smart View for real-time inputs 12:21 – Leveraging Implementation Partners: Pivot Two & Netgain's role 15:02 – Complex Accounting Made Simple: Wind farms, loans & derivatives 17:35 – AI & Strategic Finance: What’s coming next in NetSuite 20:14 – Clean Data = Better AI: System integration & SharePoint sync 22:41 – Ask Oracle: AI-powered reporting for CFOs and CEOs 25:33 – SweetWorld Learnings: Building a global CFO network 28:08 – Advice for Scaling Businesses: Plan for future pain points now 30:17 – CFO Life at SweetWorld: Pitbull concert & Aussie networking 33:42 – Final Reflections: Strategic finance, partnerships & impact Contact details: Sponsor Offers: Here L: https://www.linkedin.com/in/kerry-butler-1333kes/ NetSuite: https://www.netsuite.com.au SuiteWorld: https://www.netsuitesuiteworld.com 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 | |||
| From Automation to Autonomy with NetSuite ⚙️| Scott Wiltshire | 05 Nov 2025 | 00:25:33 | |
Scott Wiltshire, VP & GM of Oracle NetSuite ANZ, unpacks key SuiteWorld 2025 announcements, highlighting AI-driven tools, productivity boosts, and why NetSuite is a game-changer for growing businesses. Summary Today I’m speaking with Scott Wiltshire, VP & GM of Oracle NetSuite ANZ. In this episode, we talk about . . .
NetSuite, AI Connect Services, ChatGPT, Prompt Studio, Subscription Metrics SuiteApp, Oracle Cloud Infrastructure (OCI), NetSuite Analytics Warehouse, Safe Search, Advanced Customer Support ⏱️ Timelines 00:00 – Welcome & Introduction: Heather sets the stage for the SuiteWorld 2025 recap 01:15 – NetSuite AI Connect Services: Plug in your AI assistant for real-time action 02:50 – Prompt Studio Explained: Build & deploy GenAI prompts in workflows 04:35 – Subscription Metrics SuiteApp: Real-time visibility into recurring revenue 06:10 – Interview with Scott Wiltshire Begins: First impressions from Las Vegas 08:05 – The AI Buzz at SuiteWorld: Surge in demand for AI-powered accounting 10:00 – Why ANZ Pros Should Attend: Learning, networking, and discovering tools 12:00 – NetSuite as a Growth Platform: From MYOB/Xero to scalable ERP 13:45 – NetSuite Next Preview: Major AI-powered platform upgrade incoming 15:30 – Autonomous Close Feature: Moving towards zero-day book closing 17:20 – Natural Language Reporting: Talk to NetSuite using plain English 19:00 – Prompt Studio in Practice: Real examples from product-based businesses 21:00 – Most Underused New Feature: AI model integration & free querying tools 22:40 – NetSuite’s Partner Ecosystem: Extending NetSuite through collaborationContact details: Sponsor Offers: Here L: https://www.linkedin.com/in/scottpwiltshire/ NetSuite: https://www.netsuite.com.au SuiteWorld: https://www.netsuitesuiteworld.com 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 | |||
| From 27 Xero Files to NetSuite Powerhouse 🧠|Dianna Butterworth | 29 Oct 2025 | 00:49:00 | |
Dianna Butterworth, CFO of Kieser Australia shares the move from 27 Xero files to NetSuite, improving scalability, budgeting, and team empowerment. Summary Today I’m speaking with Dianna Butterworth, CFO of Kieser Australia s In this episode, we talk about . . . Background: Dianna’s path from financial advisor and entrepreneur to CFO Company Overview: Kieser Australia is a physiotherapy-led strength training provider with 31 clinics Initial Challenge: Managing 27 separate Xero files across clinics Solution Chosen: NetSuite ERP with implementation by Anexa Key Outcomes:
Integrated Tools: Celigo, Zone & Co, ExpenseMe Conference Takeaways: Upcoming AI features in NetSuite and the value of peer networking Advice to CFOs:
NetSuite, Xero, NetSuite Planning and Budgeting, Celigo, Zone & Co, ExpenseMe, ApprovalMax, Rippling, Blue Collar Cloud Solutions ⏱️ Timelines00:00 – Welcome and Introduction: Meet Dianna Butterworth, CFO of Keiser Australia 01:40 – Career Journey: From cufflinks to CFO 03:55 – About Kieser: What the business does and how it helps Australians 06:40 – Before NetSuite: The chaos of 27 Xero files 09:10 – Choosing NetSuite: Finding the right ERP for growth 11:30 – Empowering the Team: Moving from manual tasks to analysis 13:45 – Budgeting Breakthrough: Ditching spreadsheets for better planning 16:00 – Role of Anexa: Importance of a strong implementation partner 18:35 – Tech Stack Deep Dive: Celigo, Zone & Co, ExpenseMe 21:00 – Budgeting Speed: From six months to one month 23:30 – Advice for CFOs: Invest early and trust your data 25:20 – Insights from SuiteWorld: AI, networking and lifelong learning 28:10 – Wrapping Up: Thinking big and enjoying the journey Contact details: L: https://www.linkedin.com/in/dianna-butterworth-9088947a/ NetSuite: https://www.netsuite.com.au SuiteWorld: https://www.netsuitesuiteworld.com 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 | |||
| 🚀 NetSuite NEXT: AI, Automation & Global Growth |Craig Sullivan | 22 Oct 2025 | 00:35:34 | |
Craig Sullivan, Group VP of Product Management, NetSuite joins Heather Smith at SuiteWorld25 to reveal AI, automation, and global ERP innovations transforming how accountants and businesses scale smarter. Summary Today I’m speaking with Craig Sullivan, Group VP of Product Management, NetSuite In this episode, we talk about . . .
NetSuite, Oracle, ApprovalMax, Soldo, Synder, ChatGPT, Claude, Shopify ⏱️ Timelines 00:00 – Welcome to SuiteWorld25: Craig Sullivan joins live from Las Vegas 02:15 – Why Accountants Should Care: NetSuite's role in SME digital transformation 04:40 – From Frustration to Innovation: Craig’s journey from accountant to product leader 07:55 – Big Reveal: What NetSuite NEXT brings to ERP and accounting 10:30 – Grounded AI & Natural Language: Role-aware, explainable ERP queries 13:25 – Jet Engine, Not Co-Pilot: NetSuite’s bold AI claims 15:40 – Going Global: Supporting business in 160+ countries with OneWorld 18:20 – AI in Multiple Languages: Multilingual support explained 20:05 – E-Invoicing Powered by AI: Compliance turned efficiency booster 22:40 – Ask Oracle & Contextual Insights: Smarter decision-making with AI 24:55 – AI Connectors in Action: Real-world ChatGPT and Claude integrations 27:10 – What Accountants Should Know: Scaling smart from Day One 29:00 – Implementation Pitfalls: Planning as the missing puzzle piece 30:35 – The Power of Sweet Success: Best practice baked into ERP deployment 32:10 – Craig’s Final Insights: AI’s future role in accounting 33:55 – Bonus Fun: Pitbull, Mr. Worldwide, and SuiteWorld party prep!
Contact details: L: https://www.linkedin.com/in/craigssullivan/ NetSuite: https://www.netsuite.com.au SuiteWorld: https://www.netsuitesuiteworld.com 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 | |||
| 👟 From Heels to Converse: The Advisory Revolution | Madeline Reeves | 08 Oct 2025 | 00:59:51 | |
Madeline Reeves shares how Advisory Amplified is reimagining accounting conferences with community focus, practical advisory content, and a women-led, inclusive approach. Summary Today I’m speaking with Madeline Reeves, Founder & CEO of Fearless Foundry, creator of Advisory Amplified. In this episode, we talk about . . . Reinventing accounting conferences through a six-city U.S. tour focused on practical advisory content and community building.
🧰 Apps & Tools Mentioned: Avalara, QuickBooks Online Accountant (QBOA), TSheets, Hubdoc, Abacor, Firm360, Taxfyle Timestamp00:00 – Welcome Madeline Reeves: Advisory Amplified rethinks accounting events. 02:05 – From Avalara to Advisory Leader: Madeline’s tech-to-advisory journey. 06:10 – Why Advisory Amplified Exists: Gaps in traditional conferences. 09:30 – Real Talk: Advisory in the US vs. Global: What's missing in America. 13:25 – Designing Inclusive Conferences: Women-led by design, not default. 17:15 – The Power of Representation: All-female AI panel moment in Chicago. 20:40 – Tools Driving the Advisory Shift: What tech supports real advisory? 23:55 – Advisory Tech Stack Talk: Practical sessions with partner input. 27:10 – From Random Acts of Consulting to Service Lines: Productizing advisory. 30:35 – AI + Advisory Integration: Using AI for better client conversations. 34:00 – Hands-On Learning With Workbooks: Goodbye chicken scratch notes. 37:15 – Building Community with Local Flavour: Hometown hosts & local vendors. 41:05 – Sponsors with Substance: No sales pitches—only educational value. 44:25 – The Value of Diverse Perspectives: Unlocking new ideas through inclusion. 47:00 – Advisory Mindsets & Skills: Let go of perfection, focus on listening. 50:15 – Stop Selling, Start Serving: Grow advisory with current clients. 53:10 – Advisory Amplified Goes Virtual: November 18 launch details. 55:30 – Global Ambitions + The Bus Dream: What's next for the conference. 58:00 – Final Thoughts: Building a future-focused, community-powered industry. Contact details:
Madeline Reeves: https://www.linkedin.com/in/madelinefearless/ Fearless Foundry: https://www.fearlessfoundry.com/ Advisory Amplified: https://www.advisoryamplified.com/ 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 | |||
| 🧠 Growth Mindset & Intentionality: Keys to Practice Success w. Liam Hindle | 01 Oct 2025 | 00:49:47 | |
Liam Hindle, GM of Product & Product Marketing at MYOB MYOB's Liam Hindle shares insights from the Accounting Industry Monitor, the future of AI in accounting, and how practices can evolve through tech, efficiency, and growth mindset strategies. Summary Today I’m speaking with Liam Hindle, GM of Product & Product Marketing at MYOB Liam highlights "intentionality" as a key to the cultural and operational trait that sets progressive accounting firms apart. "I think for me, the word that comes to mind is that they're intentional." He elaborated that these firms:
Liam emphasized that intentionality helps firms shift from reactive, deadline-driven work to proactive, strategic engagement, unlocking value for both clients and team members. In this episode, we also talk about . . .
🧰 Apps & Tools Mentioned: Apps & Tools Mentioned: MYOB, ChatGPT, Claude, AWS, Teams Copilot, Fireflies Contact details: Liam Hindle https://www.linkedin.com/in/liamhindle/ Accounting Apps newsletter: http://accountingapps.io/ LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting | |||
| ✅ I need your vote in the ACCA Council Election | 30 Sep 2025 | 00:07:12 | |
Heather Smith shares why she’s running for the ACCA Global Council, highlighting her advocacy work, global experience, and vision for a future-focused, member-driven ACCA. Summary 📌 Episode Summary (Bullet Points)
Hi, my name is Heather Smith, and you’re listening to the Accounting Apps Podcast. I’m jumping in with something a little different today. As you may have seen on my socials, I’m standing as a candidate in the ACCA Global Council elections. I’ve been a proud member of the Association of Chartered Certified Accountants for nearly 30 years. It’s opened doors for me to work across Australia, Singapore, England, and Canada, and it’s connected me with inspiring accountants worldwide. ACCA has been the foundation of a rewarding, impactful career, and even enabled me—through a memorandum of understanding—to join Chartered Accountants ANZ. Now, I’m standing for Council as a way of giving back to the membership that has given me so much. If you’re an eligible member, I encourage you to listen on. If you’re not, perhaps you know someone who is—please nudge them to vote. It can be hard for candidates from the Southern Hemisphere to gain momentum, so every vote really matters. Why Council Matters Council sets ACCA’s direction:
These issues affect every member, everywhere. A Bit About Me
Over the years, I’ve also represented ACCA to the Australian Tax Office, funding my own travel and accommodation to secure recognition for ACCA members. These things aren’t always visible, but they matter. I’m passionate about giving SMEs and SMPs a strong voice, about using technology to work for us, and about ensuring members are at the heart of every decision. Why Your Vote Counts Last year, fewer than 5% of members voted. That means each vote carries the weight of about 20 votes in a typical election. You can select up to 21 candidates, and I’d be honoured if one of those votes went to me, Heather Smith. Voting instructions should now be in your inbox. Together, let’s build a future-focused, globally connected ACCA that supports members everywhere. Please take five minutes to vote—and if you’re not eligible, encourage someone you know who is. Thank you for listening. I’m Heather Smith, and this is the Accounting Apps Podcast. 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 | |||
| Xerocon 2025 Recap 🚐From Inside the Blue Kombi | 24 Sep 2025 | 00:29:29 | |
A vibrant wrap-up of Xerocon 2025 from a Kombi van, covering AI tools, new Xero features, community energy, and standout apps like SYFT Analytics, Cradle IO & Manage My Renewals. Summary On day 2 of Xerocon I jumped into a community group and asked people to join me at the van at 2pm, and 40 minutes later 5 people showed up. We squeezed into the Kombi and debriefed on the two day Xerocon conference. I can not quite believe that I managed to get 6 people into a Kombi van, and recorded what could possibly be the greatest Xerocon podcast recording ever!
There have been a lot of post following Xerocon, about the strength of the community, and you can really feel a sense of community in this conversation. Today I’m speaking with
In this episode, recorded on Day 2 of #Xerocon 2025 inside a vintage Kombi van with six passionate accounting professionals, we talk about . . .
SYFT Analytics, Manage My Renewals, Cradle IO, Fishbowl Inventory, FYI, Translucent, XBert, Xero, Dext, ATO Portal, Xero Workpapers, RPA, JAX, RecHound 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 | |||
| 🚐 Diya Jolly on Leadership, Innovation & Harnessing AI for Small Biz Success | 17 Sep 2025 | 00:14:20 | |
Xero’s Chief Product & Tech Officer Diya Jolly shares product highlights from Xerocon, how AI is shaping features, and what drives her mission to empower small businesses globally. Summary Today I’m speaking with Diya Jolly, Chief Product & Technology Officer at Xero In this episode, recorded live at Xerocon Brisbane inside a blue Kombi van we talk about . . . Reflections on leadership, childhood inspirations & her father’s influence Diya’s approach to customer-driven product development Highlights from recent Xero product announcements:
Contact details: Diya Jolly: https://www.linkedin.com/in/diyajolly/ Xero: https://www.xero.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 | |||
| 💼 Ethics, Apps & Advisory: Tech Talks with Trailblazers | 10 Sep 2025 | 00:52:13 | |
A live panel unpacks how accounting tech reshapes advisory, global work, and lifestyles: covering cloud, AI, ethics, niche healthcare, and why some accountants invest in apps. Guests: Gardner, Falcon Huerta, Chard. Summary Host Heather Smith moderates a lively panel on accounting + technology at the Brisbane Chartered Accountants Australia New Zealand offices. Guests: Alex Falcon Huerta FCCA (Soaring Falcon) https://www.linkedin.com/in/alexfalconhuerta/ Kelly Chard (GrowthMD) https://www.linkedin.com/in/kellychard/ Paul Gardner (fresh accounting) https://www.linkedin.com/in/paul-gardner-3b85322/ In this episode, we talk about . . .
Apps & Tools Mentioned: Xero, Sage, NetSuite, SAP, Expensify, Dext, Microsoft Teams, Microsoft Copilot, Excel, WhatsApp, Brieff, Otter.ai 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 | |||
| AI Leadership Advantage for Accountants | 28 Aug 2025 | 00:18:55 | |
In this solo episode Heather Smith explores how accountants can harness AI as a strategic enabler, boosting data-driven decision making, enhancing client value, and leading with ethics, integrity, and curiosity. Summary In this solo episode, I talk about . . . Key Points:
00:00 – Welcome & Episode Overview Heather introduces the AI in accounting theme. 00:45 – 1 AI as a Strategic Enabler Why technology is more than an operational necessity. 02:10 – 2. Automation Frees Accountants to Be Human From data entry to strategic advisory work. 03:30 – AI in Simple Terms: Algorithms + Data Why this formula matters for accountants and bookkeepers. 04:50 – 3. Data as a Strategic Asset Leveraging dashboards, analytics, and forecasting tools. 06:15 – 4. AI Skills Are the New Core Competencies From spreadsheets to generative AI proficiency. 07:35 – 5. Curiosity & Experimentation Drive Innovation How to create space for trying new tools. 09:10 – 6. Meeting Evolving Client Expectations Speed, transparency, and tech-savvy service delivery. 10:40 – 7. Data Security & AI Disclosure Best practices for safeguarding sensitive financial data. 12:05 – 8. Ethics & Integrity as the Accountant’s Superpower Embedding responsible AI use into daily decisions. 13:25 – 9. AI Governance: A New Service Opportunity Helping clients set rules and policies for AI adoption. 15:00 – 10. Leadership Moment for Accountants Shaping how AI delivers value and manages risk. 17:10 – Final Thoughts & Resources Encouraging continuous learning and professional community engagement.
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 | |||
| Does finance automation really improve accuracy and reduce fraud🔒? | Tyler Caskey | 21 Aug 2025 | 00:38:01 | |
Heather Smith & Tyler Caskey join ApprovalMax to have a conversation exploring how finance automation boosts accuracy, prevents fraud, and streamlines processes. Today I’m speaking with Tyler Caskey Partner at The Bean Counters In this episode, we talk about . . .
Apps & Tools Mentioned: ApprovalMax, Xero, Mayday, Power BI, OnePassword, Practice Protect, EFTsure. 00:00 – Welcome & Introductions Hosts set the scene, introduce Tyler Caskey, and outline today’s automation & fraud prevention focus. 02:15 – Why Finance Automation is a "No Brainer" How automation improves efficiency, accuracy, and security for finance teams. 05:04 – Real-World Automation Wins Case study: $50M invoice group transforms processes with ApprovalMax & Xero. 08:42 – Common Fraud Vulnerabilities in Small Business From hacked emails to bank detail changes—how fraudsters infiltrate. 12:15 – Invoice Scams & How to Spot Them Practical warning signs and red flags finance teams should never ignore. 15:50 – Credit Card & Virtual Card Fraud Prevention Reducing risk with approval processes and controlled card usage. 19:32 – Passwords, 2FA & Segregation of Duties The non-negotiable security practices for finance teams. 23:05 – Fraud Cost & Prevention Statistics Eye-opening data on human error, scam losses, and automation benefits. 26:40 – Training Your Team for Fraud Awareness Creating a culture that detects scams before they succeed. 29:55 – ApprovalMax Features That Reduce Risk Notifications, audit trails, and bank account verification tools. 33:12 – Xerocon Brisbane Preview What Heather & Tyler are excited about—plus networking tips for attendees. 37:18 – Final Advice for Accountants & Bookkeepers Leading clients toward best-practice automation and fraud prevention.
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 | |||
| The accountant as the storyteller: Creating ⚡impactful presentations | Karbon | 13 Aug 2025 | 00:42:44 | |
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:
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 | |||
| Inside WorkGuru: 7 Years Empowering SMEs with Real-Time Project Insights | Tony Harcourt | 07 Aug 2025 | 00:32:30 | |
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:
Feature Releases Discussed:
Integrations:
Tony’s Take on Tech:
Heather & Tony Discuss:
Upcoming at Xerocon 2025:
Register here : https://lu.ma/qxj8umqt
Contact details: Tony Harcourt : https://www.linkedin.com/in/tony-harcourt/ 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 Tech Round-Up: QTR2 Innovations & Insights | 31 Jul 2025 | 01:00:39 | |
Heather Smith and Tyler Caskey explore major Q2 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
Events Mentioned
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 | |||
| Your clients are using ChatGPT: How are you going to react when your clients use ChatGPT? | 28 Jul 2025 | 00:10:17 | |
Your clients are using ChatGPT. Your clients are going to try to do their accounts and their tax using ChatGPT. Your clients are going to ask you questions generated from ChatGPT. Your clients are going to ask you why you have not deducted THIS because ChatGPT suggested it. Your clients are going to come to you with “the work finished by ChatGPT” and they are going to ask you to give it a quick look over and remind you that you should not charge them as much because ChatGPT has done the bulk of the work. AND how are you going to react to this??? Firstly, be AWARE that it’s happening. It’s good that your clients are taking an interest, and doing some of their own research. REMIND clients that ChatGPT can make mistakes, and that important information needs to be checked. “That’s a helpful starting point, but it’s not always right, especially for tax.” ChatGPT can help clients understand terminology, accounting concepts, simplify language, and help prep them for a meeting. ChatGPT is not a professional accountant or bookkeeper. It may not know the latest tax legislation, may draw on international information, or suggest non-compliant responses. ChatGPT rarely understands the nuances of a client situation, and has a tendency to oversimplify things, and be overconfident in its statements, as if they are facts. I recall when I was pregnant, turning up to the Doctor's office with a large hardcover copy of Dr Miriam Stoppard’s Pregnancy Book, filled with post-it notes of my hand written questions. If the Doctor had been reluctant to answer my questions, then I probably would have found a new Doctor. When your client comes to you with ChatGPT responses, how are you going to respond? You could be prepared to suggest that ChatGPT can be a helpful tool, but it's not a substitute for the knowledge and judgment of a qualified bookkeeper or accountant. Highlight where ChatGPT can be used, and where it’s not so good. Remind them that it needs to be triple fact checked! You could highlight that in some areas it could save them money, but in other areas such as reviewing ChatGPT responses may lead to inefficiencies and actually cost them more money. 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 | |||