Accounting Apps Podcast

Microsoft SharePoint 🖥️ for Accountants and Bookkeepers| David Jackson

This is a bonus episode. It is a How-To Session, How to use Microsoft SharePoint for Accountants and Bookkeepers. The session is aimed at an existing user, so sits at an Intermediate or Advanced level. This was a visual presentation, but I feel there is learning to be had from the audio, so have trimmed the audio and am publishing it for you. If you need the visuals – jump across to my YouTube channel https://youtu.be/Uz63S2qLlGge channel to watch the session and remember to subscribe while you are there. The session is led by Karla Hourigan who runs a practice called Infinesse in Victoria and has a particular interest in Technology in Accounting. The presenter was David Jackson from Ripped Orange https://www.rippedorange.co.nz/ a Microsoft Training and Technology company based out of New Zealand. This was run as part of our afternoon community supporting community initiative – if you need to decompress and connect with your community – please join us at 4pm every day for a chat. If you are keen to learn more about the Accounting Apps sign up to the Accounting Apps newsletter, by visiting http:// HeatherSmithAU.COM

How to Build Culture While Working Remotely 👨‍💻 | Brian Walsh

Today I’m speaking with Brian Walsh, Country Manager ANZ of TOA Global formerly known as The Outsourced Accountants as part of our Community supporting Community afternoon chat. In this episode, we talk about . . . Culture has become a bit of a buzz word these days: When you refer to the word culture, what do you mean? Why is culture important within and organisation? Do ping pong tables, branded T-Shirts, and doughnut Fridays equal culture? How do you nurture a healthy, supportive and strong culture while working remotely? How do we support our remote teams, even when maybe they are not asking for help?  Does a strong culture pressure people to conform and be compliant? Can you have disagreements, and still be part of the team? We currently have a spectrum of a traditional office, coworking space, through to working remotely in isolation. How do you manage team culture, when they may all be more productive and effective, in different environments? Which comes first: great people who establish a healthy culture, or a healthy culture that attracts great people? For people working remotely within a company, how do they positively influence company culture? Perhaps, how do they influence upwards? “Leadership is absolutely about inspiring action, but it is also about guarding against mis-action.” - Simon Sinek.  What recourse do you need to do if someone starts messing with the culture  If a  business owner is listening to this, and they recognise that they have to do work on their business culture, what is the first task you suggest they do? If a business owner is listening to this, and they recognise that they have to do work on their business culture, but also feel their mental health is struggling during the pandemic, what would you suggest they do? What can geese teach us about culture and teamwork?  Subscribe to the Accounting Apps newsletter here http:// HeatherSmithAU.COM

☁️A Cloud Integrator for the Construction Industry | Robert Hudman

Today I’m speaking with Robert Hudman Managing Director of Knight Solutions In this episode, we talk about . . . The benefits of a Digital Construction Strategy The Toolbox of technology tools for the Construction Industry The distinction between the operational and accounting areas of a construction business Why Procore is his chosen platform for the construction industry Using the in-house developed Procore Health Check to identify opportunities for improvement The future of the construction industry  Subscribe to the Accounting Apps newsletter here http:// HeatherSmithAU.COM

Building a 🎯 Multi-Disciplinary Professional Services Business | John Knight

Today I’m speaking with John Knight, Founder and MD of businessDepot In this episode, we talk about . . . The importance of taking the human approach to business A Collective referrals network The growth in micro and sole practitioners and how businessDepot is positioning itself to support them Correcting Entrepreneurs burnout and The Mongolian Glow Caring for Clients through Collaboration, Co-operation, Conversations, a Collective initiative, and Community The importance of Branding and the Marketing Washing machine Subscribe to the Accounting Apps newsletter here http:// HeatherSmithAU.COM

🌉 Bridging the People Advisory Gap | Will Lopez

Today I’m speaking with Will Lopez, Head of Accountant Community of Gusto As you may recall, Will came on the podcast only a few months ago, but today he’s back to talk about a new initiative that Gusto are launching, called People Advisory™ powered by Gusto. Gusto is based in the USA describes itself as an all-in-one people platform. There are five different elements of this announcement Gusto Pro. People Advisory Certification. People Advisory Tech Stack. Advisory Hub. People Advisory Playbook. I found it interesting talking to him about how when he was working in his modern practice Advisorfi, he recognised he was not equipped to offer People Advisory. Through joining Gusto, he’s helping his younger self, and other advisors in the community to provide this service, and in turn help small business. I think that it’s smart for Technology solutions to engage with modern advisors to design and deliver education for the community. Being nimble and upskilling with microcredentials, or nanodegrees, helps bridge learning gaps. Plus I always encourage the Accounting and Business apps community to drip-feed educational content, and its great to see Will and the Gusto team recognise that too, and are empowering their community through education.  Subscribe to the Accounting Apps newsletter here http:// HeatherSmithAU.COM  

What the Future of Banking 🏦 Can Mean for Accountants and Bookkeepers| Yoseph West

Yoseph West, Co-Founder and CEO of the Virtual Bank Relay joined me in July 2020 to share his journey in the AccounTech world, and the incredible accomplishment of starting a bank. In this episode, we talk about . . . The genesis of starting a virtual bank. What accountants and bookkeepers should expect from a modern future-focused virtual bank. The information the small business owner is interested in, that they understand, and where they are accessing it from The power accountants and bookkeepers have to influence SMB technology. Cybersecurity, both in terms of running a virtual bank, and the team working remotely during Covid19. What’s your favourite bank heist movie? For Yoseph it’s Baby Driver, for me it’s probably Ocean’s 8, with special mention to the King of Bank Heist movies – Michael Caine. Yoseph West https://www.linkedin.com/in/yosephwest/ Relay Banking https://relayfi.com/  Accounting Apps newsletter: http://HeatherSmithAU.COM 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  

A Chat About Insolvency and 🤔 How Advisors Can Help Their Clients Through These Difficult Times| Jarvis Archer

Today’s episode is not centred around Accounting Technology, let me explain what I have lined up, and you can assess whether you are going to listen in, or skip over it. During Covid19 every afternoon I have facilitated a 4pm community chat to help support the community’s mental health and wellbeing. I recognised that many of us would have clients who are facing the reality of closing their business. I invited Jarvis Archer a Liquidator at Revive Financial, to join our community chat and help us, help our clients navigate these challenging times. Jarvis is based in Australia, and I imagine some of what he shares, is Australian specific. However, saying that I think you’ll still benefit to listening to the episode. I think it will help you identify concerns, help your clients navigate their journey, and ask informed questions. Please understand, the audio is stripped from a FaceBook Live stream, so it’s not the highest quality audio that I like to share with you. Subscribe to the Accounting Apps newsletter here http:// HeatherSmithAU.COM

How Company Collapse and Embracing Disruption Led to XBert Helping Businesses Succeed 🌈 | Troy Brown

Today I’m speaking with Troy Brown Director and co-founder of XBert In this episode, we talk about . . . The impact the GFC had on his first business, and how that was a catalyst for creating XBert. The importance of data integrity and visibility The three-way collaboration and conversation between the accountant, bookkeeper and small business owner How they are proactively listening to the audience and building in feature requests. How a strong marketing background helps them design a beautiful, simple and intuitive solution. Adapting the XBert checklists for their own customed uses. Subscribe to the Accounting Apps newsletter here http:// HeatherSmithAU.COM

A Marketing Platform and 📚 Content Library Purpose-Built for the Accounting Profession| Ian Christie

Today I’m speaking with Ian Christie, CEO & Founder of BOMA Marketing In this episode, we talk about . . . How the BOMA platform works, and how it intersects with Xero. How businesses can differentiate themselves if they’re all accessing the same content The impact on SEO if multiple businesses are using the same content. How accountants and bookkeepers can support their clients through digital marketing The origin story, and the lead up to and their huge launch at Xerocon. How can they entwine digital marketing and their online presence, to help clients appreciate their value? Subscribe to the Accounting Apps newsletter here http:// HeatherSmithAU.COM

At 14 Years Old Meet the Youngest Xero Certified Advisor in the World! 🙋‍♂️| Ollie Beale

This is a bonus episode recorded for the beginning of the Australian Financial Year. Ollie Beale, Apprentice at Bookkeeping4U joined as a special guest of the Afternoon Community Supporting Community chat. You can register for future chats here or watch a live stream here. This episode is date specific, so you may want to skip ahead to the 21 minutes mark if you just want to hear the inspirational interview with Ollie Beale. Here are links to other resources I talked about in the episode Sign up to the useable Accounting Apps newsletter here: http://HeatherSmithAU.com Find out about CAANZ Tax checklists here and about what ACCA are doing in the SME space here. Here is the #NaturesWalkCAL blanket I am crocheting with the family. Fabriq an app to help you intentionally keep in touch with people. You add people you want to be reminded to connect with, and you have three circles inner, through to outer circle. It gently reminds you to reconnect. I use the free version. Here's a referral link to get you free time on the pro version. I think. It costs $8.99 a month