『Accounting Apps Podcast』のカバーアート

Accounting Apps Podcast

Accounting Apps Podcast

著者： Heather Smith | Accountant & Storyteller
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Exploring the intersections of accounting, technology and modern practice methodologies. Each month guests share how they built their business and how your business or clients can use technology to be more effective and efficient. This may include exploring:


*How you can implement and integrate business tools with your online accounting software to automate processes, improve productivity, and profitability;
*How to build a business developing business apps; or
*How to build a tech stack that meets your business needs or introduce your clients to them.


Brilliant guests include entrepreneurs, founders, business consultants, accountants, bookkeepers, small business owners, cloud advisors, developers, cloud integrators and solution providers.


Hosted by Heather Smith, an award winning Chartered Accountant with a flair for storytelling. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed ...ANISE Consulting 2015-2025 政治・政府
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  • 🧩 Simplifying Your Firm’s Tech Stack for Better Workflow Visibility

    🧩 Simplifying Your Firm’s Tech Stack for Better Workflow Visibility
    2026/07/01

    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
    • Tyler Caskey shares why firms often accumulate too many disconnected tools and how visualising workflows can reveal inefficiencies.
    • John Munden explains how standardised workflows help reduce bottlenecks, improve onboarding and create consistency across teams.
    • The panel discusses common technology traps including decision fatigue, duplicated processes and underutilised software.
    • Practical advice is shared on auditing a tech stack, identifying manual processes and prioritising integrations.
    • The conversation explores leadership, change management, client communication challenges and the future role of automation and API-driven workflows.

    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 Mentioned

    Xero, 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

    X: https://twitter.com/HeatherSmithAU
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    50 分
  • 🌟 Why the Best Opportunity Might Be One You Pass On

    🌟 Why the Best Opportunity Might Be One You Pass On
    2026/07/08

    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
    • Why saying "no" can be the most professional response when an opportunity falls outside your expertise.
    • How to identify the right person in your network and make meaningful referrals.
    • The importance of maintaining professional credibility by matching opportunities with genuine expertise.
    • Lessons learned from speaking engagements, panel discussions, and community involvement.
    • How strategic introductions build trust, strengthen industry relationships, and contribute to long-term professional success.
    Conclusion

    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

    X: https://twitter.com/HeatherSmithAU
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    24 分
  • 289 Accounting Tech Updates Q2 2026 🚀

    289 Accounting Tech Updates Q2 2026 🚀
    2026/07/29
    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 Heather and Tyler discuss major updates from QuickBooks, MYOB, Xero and Easy Business App, including AI-powered reconciliation, open banking developments, Employment Hero integration, and evolving automation features.They explore emerging accounting platforms including Digits and Prosaic, examining how AI-native general ledgers could reshape the future of bookkeeping and financial management.The conversation covers important payroll and compliance developments, including Beam, Employment Hero, Tanda, and practical considerations for Australian businesses adapting to the new requirements.A wide range of specialist apps are highlighted, including RecHound, XBert, Calxa, HoneyBook, TaxDome, MinuteDock, DataSights, Archer Cards, Hello Cashflow, Kloud Connect, WorkGuru, EzyCollect and many more, with practical commentary on where each solution fits.Heather also shares her recent experience recovering a compromised Google account, reinforcing the importance of cybersecurity, strong authentication, backup recovery methods, and maintaining trusted professional networks. 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: Dext – https://dext.com/Google Workspace (Gmail) – https://workspace.google.comLinkedIn – https://www.linkedin.comGoCardless – https://gocardless.comReddit – https://www.reddit.comQuickBooks – https://quickbooks.intuit.comEmployment Hero – https://employmenthero.comMYOB – https://www.myob.comMYOB Solo – https://www.myob.com/au/products/soloAirwallex – https://www.airwallex.comNAB Connect – https://www.nab.com.au/business/internet-banking/nab-connectCommBiz – https://www.commbank.com.au/business/online-banking/commbiz.htmlING – https://www.ing.com.auXero – https://www.xero.comClaude – https://claude.aiAnthropic – https://www.anthropic.comEasy Business App – https://easybusinessapp.com.auDigits – https://digits.comIgnition – https://www.ignitionapp.comKarbon – https://Karbonhq.comReach Reporting – https://reachreporting.comProsaic – https://www.prosaic.works/Zoho – https://www.zoho.comRecHound – https://rechound.comEasy Month-End – https://easymonthend.comHoneyBook – https://www.honeybook.comTaxDome – https://taxdome.comXBert – https://www.xbert.io/Calxa – https://www.calxa.comBeam – https://www.beamconnect.com.auHero Force – https://employmenthero.comTanda – https://www.tanda.coMinuteDock – https://minutedock.comGoogle Authenticator – https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2&hl=en&pli=1Microsoft Authenticator – https://www.microsoft.com/security/mobile-authenticator-appXero Verify – https://www.xero.com/security/two-step-authenticationArcha Cards – https://www.archa.com.au/Wise – https://wise.comWeel – https://www.weel.com.auDataSights – https://datasights.coMicrosoft Azure – https://azure.microsoft.comPower BI – https://powerbi.microsoft.comLovable – https://lovable.devCadence – https://cadenceapp.com.auHello Cashflow – https://www.hellocashflow.com/Float – https://float.appKloud Connect – https://www.kloudconnect.com.au/ FYI – https://fyidocs.comSharePoint – https://www.microsoft.com/microsoft-365/sharepointcom.au – https://pay.com.auEzyCollect – https://ezycollect.com.auApple Pay – https://www.apple.com/apple-payGoogle Pay – https://pay.google.comWorkGuru – https://www.workguru.ioDashboard Insights – https://dashboardinsights.com.auWagepoint – https://wagepoint.comSage – https://www.sage.com ...
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    1 時間 3 分
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