Accounting Apps Podcast

📍Common Traits of Successful Modern Accountants and Bookkeepers | Luis Sanchez

Today I’m speaking with Luis Sanchez, General Manager of Receipt Bank Australia  In this episode, we talk about . . . Luis childhood in Guatemala, Mexico and Argentina, through to Harvard Business School and now in Sydney, where he enjoys the community role of a Nippers Age Manager at the local surf club. How Team Orange the Receipt Bank team are navigating the Covid 19 pandemic Common traits of successful modern accountants and bookkeepers The necessary pivots required when online accounting solutions roll out receipt scanning features Universal functionality that could be built into Receipt Bank help all small businesses – what do you think that could be? Technology tools Luis uses for business and pleasure – including Salesforce, Slack, Zoom, Netflix & Amazon and of course Receipt Bank. Subscribe to the Accounting Apps newsletter here  http:// HeatherSmithAU.COM

Living up to the critical role of ✅ “Recession-Proof Accountant”| Will Lopez

Today I’m speaking with Will Lopez Head of Accountant Community at Gusto In this episode, we talk about Why you should “Educate, Guide Now, and Earn Later” during the Global Crisis What is involved in the role of a community Manager, and how Will is empowering the community How Truly Lazy people can Make Multiple Pieces of Content? How Accountants and Bookkeepers can step into an advisor role mid-and-post Covid 19. The resources and support Gusto has provided to their community during these challenging times and of course, we talk about kayaking with giant alligators in the Everglades because it's Will Lopez!  Subscribe to the Accounting Apps newsletter here  http:// HeatherSmithAU.COM

Tackling the Challenges Accounting Apps Face 🤹 Navigating Covid 1️9️ | Nick Houldsworth

We are going through quite challenging times, and I’ve asked Nick, as a leader in the EcoSystem space to join me to share his insights and perspectives on: How businesses in the ecosystem can pivot, pirouette, or adapt to the Covid 19 crisis We also discuss the challenges of keeping a remote workforce productive and engaged during such stressful times. What he has learnt from working from home How Apps could support their clients during Covid 19, How Unleashed had built a market place to try and match and helps its client base find new customers How Kounta had built-in online ordering into its Point of Sale system. How Deputy had built a contactless check-in system, to minimise the transfer of the virus and how Apps are effectively communicating with their overwhelmed client base. If you’re listening to this podcast, and you’re feeling anxious, overwhelmed, like getting through the day, is like walking through mud, please remember you’re not alone. Please reach out for support. Be it Lifeline, your professional association, a friend, or one of the many online forums. It is highly stressful times, and your community is here to help you navigate through this pandemic. Subscribe to the Accounting Apps newsletter here  http:// HeatherSmithAU.COM

How to Create a 🏗️ Scalable Modern Firm that Can Sell | Ryan Lazanis

Today I’m speaking with Ryan Lazanis Founder of Future Firm. In this episode, we talk about . . . How do you create the best customer experience possible. How you create a scalable modern firm that can sell. Helping firms implement a strategic plan, set up goals, and maintain focus. Some of his favourite technology tools, including Team Works, Xero, Practice Ignition, Spark Hire, Zoom, and Slack. Using blogging to market to and attract client of a particular personality type. How firms can benefit from gig economy accounting. Subscribe to the Accounting Apps newsletter here http:// HeatherSmithAU.COM

How a Computer Game 👾 Designer Turned Accountant Built an App to Transition his Practice to the Cloud | Paul Murray

Paul Murray co-founder of Account – Kit joined me to talk about . . . His surprisingly in-depth knowledge of Disneyland and his background as a computer game artist, the ongoing challenges of modernising a server-based practice, and Building tools needed for the Accounting Practice - Murray Business Solutions and commercialising them into a solution called Account Kit Leveraging his background as a computer game artist, to build gamification into Account-Kit The different tools found in Account Kit, including the inter-entity loan reconciliation, and client mapping tool. The Adelaide Tech Users Club Subscribe to the Accounting Apps newsletter here http:// HeatherSmithAU.com

Decision Making: The Art and Science of 🖼️ Finding Value | Lance Rubin

Lance Rubin of Model Citizn joined me to talk about . . . The journey from being a Chartered Accountant to a Cash Flow Financial Modeller How Lance tackles simple financial modelling problems to make an informed, relevant and purposeful decision with insight. And yet - with all the data and technology – why making decisions is still difficult Questions accountants can ask their clients and How businesses can utilise modelling to prepare for uncertain times Plus, the different technology Lance uses for data modelling, including DataDear, Power BI, Etani Business Platform, Tableau Subscribe to the Accounting Apps newsletter here: http:// HeatherSmithAU.COM

How She Started a 100% Cloud-Based Practice 📋 | Natalie Lennon

Natalie Lennon from Two Sides Accounting joined me to talk about . . . How she started a 100% cloud-based practice What Accounting Apps she uses to Automate her practice How she offers Apps Advisory to her clients How she is using Zapier to connect a number of solutions  Natalie's commitment to helping the Love Mercy Foundation and the Cents for Seeds program for each new client onboarded. Subscribe to the Accounting Apps newsletter here  http:// HeatherSmithAU.com

A Serial Entrepreneur on Building Businesses, ⛵ Navigating Cultural Differences, and Always Learning | Michael Ly

Today I’m speaking with serial entrepreneur Michael Ly -  CEO of a number of businesses including Reconciled In this episode, we talk about . . . How Michael stays focused on working on his businesses, rather than in his businesses. The complexities of navigating different cultures in the work environment, How starting a new business gets easier each time, as you learn from past experiences. Michael sharing how his upbringing, in the hot desert of Arizona by Cambodian refugees, impacted his approach The structure of his online bookkeeping and advisory firm The Accounting and Business tools he uses Michael’s philosophy of 'Always be Learning'. Subscribe to the Accounting Apps newsletter here https://HeatherSmithAU.COM

Building a Practice Workflow Solution That Stops Client Work Falling Through the Cracks️ 🌀 | David Cristello

Today I am speaking with David Cristello CEO and Founder from JetPack Workflow In this episode, we talk about . . . Why he created a company to build a Workflow and CRM solution for practices What some of his favourite features and reports are within JetPack Workflow The importance of asking better questions, to uncover real issues. The longest milkshake analogy ever told on an accounting podcast! Also, we heard about an atomic habit that David has adopted, and from that discussion I’ve followed James Clear on twitter And David expressed his interest in understanding if practices really examined their own capacity. If you have thoughts on that – send him a message on Twitter at @DaveCristello not David, just Dave…. Sign up to the Accounting Apps newsletter here: https://HeatherSmithAU.COM

People, Processes, Technology and Data: Essential Elements of a ♻️ Sustainable Business | Nick Sinclair

Today I am speaking with Nick Sinclair from TOA Global. In this episode, we talk about * What outsourcing and offshoring are, and what they involve * The different size business models leveraging offshoring * the importance of building offshoring into your people strategy, and incorporating ongoing training for all staff * Why TOA Global choose to base their operations in the Philippines, and how they prepare for natural disasters. * The ethical concerns people have about offshoring. * The typical life cycle of a practice utilising offshoring *  How to maintain a healthy work-life balance when over a third of the year is spent travelling Contact Details          W: www.theoutsourcedaccountant.com T: https://twitter.com/nickqsinclair L: https://www.linkedin.com/in/nicksinclair/ Subscribe to the Accounting Apps newsletter here https://HeatherSmithAU.COM