💼 Ethics, Apps & Advisory: Tech Talks with Trailblazers

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 . . .

• Cloud tools lower barriers for boutique firms; data enables deeper advisory.
• Lifestyle design: remote teams, digital-nomad workflows, and flexible careers.
• Global work: Hong Kong/Singapore complexities—multi-entity, multi-currency, consolidation.
• Specialisation: healthcare niche delivers powerful benchmarking and insight.
• Founders as investors: why accountants back apps they implement.
• AI: more a shift than a threat; ethics and guardrails remain paramount.
• Practical stack talk: standardising platforms, comms, and change management.

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 

X: https://twitter.com/HeatherSmithAU