Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

Heather Smith | Accountant & Storyteller
Accounting Apps Podcast | Accounting Technology |  formerly Cloud Stories

*THE* podcast for accounting technology enthusiasts. Dive into the world of Accounting Apps with Heather Smith, a Chartered Accountant with a flair for storytelling and the engaging host of the Accounting Apps Podcast. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights that offer you a competitive edge. Delve deeper into the Accounting Apps landscape and enhance your understanding. Hit that subscribe button now! Join the free Accounting Apps community to continue the conversations. https://www.facebook.com/groups/XeroMasterMind Brilliant guests include entrepreneurs, founders, business consultants, accountants, bookkeepers, small business owners, cloud advisors, developers, cloud integrators and solution providers. 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. If you have app overwhelm - this is an enjoyable podcast to listen to. Take it a step further and subscribe to the Accounting Apps newsletter: http://HeatherSmithAU.COM Contact details: Heather Smith LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

  1. 13 NOV

    Accounting Tech Updates Third QTR '24

    Join Heather Smith and Tyler Caskey as they share global insights from Xerocon, SuiteWorld, and beyond. Discover the latest in accounting tech—new features, strategic shifts, and practical tools to boost your practice.  Here are the many reasons you should listen in! 🔹 Get Ahead with the Latest Accounting Tech: Key updates from Xerocon, SuiteWorld, and other global events to keep your practice at the cutting edge. 🔹 Learn from Industry Insights: Heather and Tyler share real-world experiences, insights from speaking at major conferences, and practical tools they use. 🔹 Discover New Apps and Integrations: Explore innovations in automation, AI, ERP solutions, and practice management tools tailored for accountants. 🔹 Stay Updated on Payment Solutions: Hear about new Stripe and Pinch Payments features that can streamline client billing and payments. 🔹 Tech Trends to Watch: Find out what’s trending in accounting technology, from AI-driven tools to expanded reporting capabilities, and what’s coming next. 🔹 Optimise Your Workflow: Get tips on integrating tools like ApprovalMax, XBert, and AccountKit to enhance efficiency and accuracy in your practice. 🔹 Insights on Flexible Work Benefits: Heather and Tyler’s global work and travel experiences offer unique perspectives on balancing work and exploration.   Contact details: Tyler Caskey: https://www.linkedin.com/in/tylercaskey/  B: https://www.thebeancounters.com.au/  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

    1h 15m
  2. 6 NOV

    Transforming a Professional Services Firm to $130M: An Interview with Projectworks CEO Mark Orttung

    Gain insights from an experienced leader who has successfully scaled multiple professional services and technology companies. Learn strategies for driving innovation, improving operational efficiency, and providing real-time visibility for consulting firms.  Understand how to leverage patents and intellectual property to differentiate your business. Get advice on effective leadership approaches, including the power of being a proactive listener.  Today I’m speaking with Mark Orttung, CEO of Projectworks. The conversation provides a wealth of practical, hard-earned wisdom for anyone looking to grow and improve their professional services business. In this episode, we talk about . . .   Mark Orttung's journey from scaling Nexiant and Bill.com to leading professional services automation platform Projectworks Insights on driving innovation and providing real-time visibility to reduce administrative burdens for consulting clients Leveraging patents and his approach to effective leadership, including the importance of being a proactive listener Strategies for scaling consulting firms, including differentiation, go-to-market, and continuous improvement Collaboration with AICPA and enabling accounting firms to create new revenue streams Projectworks is a professional services automation platform that’s easy to use and enables the world’s experts to focus on their passion. Professional services and consulting firms use Projectworks' to better plan their projects, resources, and profits and gain insights into real-time project performance and bottom-line projections. The platform integrates with leading accounting, reporting, and CRM systems, including Xero, QuickBooks, HubSpot and Salesforce. I strategically partner with Projectworks. Contact details: W: https://projectworks.com  Mark Orttung: https://www.linkedin.com/in/markorttung/  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

    49 min
  3. Empowering Customers through AI Innovations | Brian Chess

    30 OCT

    Empowering Customers through AI Innovations | Brian Chess

    Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Brian Chess, SVP Technology and AI, of Oracle NetSuite.  Brian oversees the development and operations of NetSuite’s technology stack, platform, and AI-driven functionality. He holds a Ph.D. in Computer Engineering as well as more than a dozen patents related to integrated circuit design, web-based applications, and computer security. We discuss: The concept of "AI built in, not bolted on," referring to the deep integration of AI with NetSuite. The philosophy of "human in the loop," emphasising the importance of human oversight and trust in AI systems. Brian believes the best AI feature will likely be created by NetSuite customers, leveraging the platform's openness. On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to! Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences.   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

    24 min
  4. Navigating the NetSuite Ecosystem with Approval Max's CRO, Matt Lowry

    23 OCT

    Navigating the NetSuite Ecosystem with Approval Max's CRO, Matt Lowry

    Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Matt Lowry, Chief Revenue Officer | GTM Leader at ApprovalMax.  Matt is a commercially-minded and proactive revenue leader with SaaS scale-up experience. Particular areas of expertise include GTM strategy, revenue operations, sales, special projects, and customer experience. Matt and I have known each other for a few years, and he was representing Approval Max on the floor of the SuiteWorld conference. I jumped at the opportunity to speak with him, and get his perspective on the conference.  We discuss: The vastness and variety of activities at the Oracle CloudWorld and SuiteWorld event, including a pottery studio and a bird conservancy! Attendee's keen interest in learning about third-party apps, and the experience of being first-time exhibitors. The importance of cloud integrators and technology solution providers in the NetSuite ecosystem, as they play a crucial role in helping clients implement and integrate solutions. I’ll also highlight that afterwards he wrote a LinkedIn post highlighting that in the Mid-Market/ERP space, lots of third party apps don't offer free trials, and they tie you into an annual contract. Add a bit more… https://www.linkedin.com/feed/update/urn:li:activity:7241770061076533250/  On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to! Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences. 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

    16 min
  5. Unlocking Productivity Gains | Meredith Rowan

    2 OCT

    Unlocking Productivity Gains | Meredith Rowan

    Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Meredith Rowan, Group Vice President ANZ + ASEAN, Applications, Oracle.  Meredith leads the strategic direction and execution of Oracle’s cloud application solutions across the region. With over 20 years of experience in the technology sector, she has a strong track record of driving digital transformation and helping businesses leverage Oracle’s suite of enterprise solutions​ We discuss: A key factor in their success is making enterprise applications more user-friendly through the new Redwood user experience interface. Opportunities to leverage technology, particularly Ai to fill the productivity gap created by economic pressures, and drive better outcomes. Meredith noted that Australia and New Zealand have slipped in global productivity rankings, with the slowest productivity growth in the last 10 years. Meredith shares some customer success stories, from the likes of Avis, and A2 milk. OECD Productivity Statistics: https://www.oecd-ilibrary.org/employment/data/oecd-productivity-statistics_pdtvy-data-en  On my blog you'll find detailed show notes to accompany this podcast, and for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz for the podcast you are about to listen to! Finally, thank you to the Oracle NetSuite teams for hosting me at your conferences. Blog : https://heathersmithsmallbusiness.com/2024/10/03/unlocking-productivity-gains-meredith-rowan/ 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

    29 min
  6. Embracing AI Innovations in NetSuite | Scott Wiltshire

    25 SEPT

    Embracing AI Innovations in NetSuite | Scott Wiltshire

    Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist!   In today’s episode, I speak with Scott Wiltshire, Vice President & GM, Oracle NetSuite ANZ. Scott is keen to help customers and employees identify and solve business challenges that deliver real value.  I interviewed Scott Wiltshire last year, I’ll pop a link in the show notes. https://heathersmithsmallbusiness.com/2023/10/27/how-netsuite-helps-australian-businesses-grow-scott-wiltshire/    We discuss some of the new feature announcements from NetSuite, which includes NetSuite Financial Exception Management, which helps organisations detect and mitigate financial risks. SuiteAnalytics Assistant, which allows users to generate reports using natural language. NetSuite Prompt Studio, which enables users to configure AI-generated content to suit their business needs. AI SuiteScript API, which helps connect multiple systems,  Code Assist, which assists developers in writing code. As always, you'll find a comprehensive blog with detailed show notes available for you to dive deeper into the world of Oracle NetSuite. And for those looking to earn free CPE, be sure to head over to the EarMarkApp and take the quiz! A big thank you to Oracle NetSuite for hosting me.  Blog: https://heathersmithsmallbusiness.com/2024/09/30/embracing-ai-innovations-in-netsuite-scott-wiltshire/ 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

    38 min
5
out of 5
9 Ratings

About

*THE* podcast for accounting technology enthusiasts. Dive into the world of Accounting Apps with Heather Smith, a Chartered Accountant with a flair for storytelling and the engaging host of the Accounting Apps Podcast. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights that offer you a competitive edge. Delve deeper into the Accounting Apps landscape and enhance your understanding. Hit that subscribe button now! Join the free Accounting Apps community to continue the conversations. https://www.facebook.com/groups/XeroMasterMind Brilliant guests include entrepreneurs, founders, business consultants, accountants, bookkeepers, small business owners, cloud advisors, developers, cloud integrators and solution providers. 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. If you have app overwhelm - this is an enjoyable podcast to listen to. Take it a step further and subscribe to the Accounting Apps newsletter: http://HeatherSmithAU.COM Contact details: Heather Smith LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

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