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.

• Interviews recorded live at the Shangri-La in Boracay during TOA Global’s TOACon 2025.
• Featured guests:
  • Dale Pearson (Intuit QuickBooks): Discusses new AI agents, the power of relationships, and integrating QuickBooks with MailChimp.
  • Mark Jenkins (The Gap): Talks about proactive advisory, community, and lifting average client value.
  • Lynda Steffens (The Small Business Project): Shares a practical roadmap for implementing advisory services.
• Emphasis on strategic relationships and practical AI applications.
• Advisory isn’t just about knowledge—it’s about how and why you deliver it.
• Encouragement for accountants and bookkeepers to carve out time for growth and purposeful client impact.
• Reflections on the Boracay experience and the importance of personal development, community, and consistency.

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

X: https://twitter.com/HeatherSmithAU