Accounting Apps Podcast

Heather Smith | Accountant & Storyteller

Exploring the intersections of accounting, technology and modern practice methodologies. 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. Brilliant guests include entrepreneurs, founders, business consultants, accountants, bookkeepers, small business owners, cloud advisors, developers, cloud integrators and solution providers. Hosted by Heather Smith, an award winning Chartered Accountant with a flair for storytelling. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed ...

  1. 🧠 Growth Mindset & Intentionality: Keys to Practice Success w. Liam Hindle

    1 DAY AGO

    🧠 Growth Mindset & Intentionality: Keys to Practice Success w. Liam Hindle

    Liam Hindle, GM of Product & Product Marketing at MYOB MYOB's Liam Hindle shares insights from the Accounting Industry Monitor, the future of AI in accounting, and how practices can evolve through tech, efficiency, and growth mindset strategies. Summary Today I’m speaking with Liam Hindle, GM of Product & Product Marketing at MYOB Liam highlights "intentionality" as a key to the cultural and operational trait that sets progressive accounting firms apart.  "I think for me, the word that comes to mind is that they're intentional." He elaborated that these firms: Don’t improve by accident or as a byproduct. Make conscious decisions to invest in their people and operations. Regularly review processes and strategies. Prioritise professional development and operational efficiency. Make strategic use of technology to free up time for high-value work. Liam emphasized that intentionality helps firms shift from reactive, deadline-driven work to proactive, strategic engagement, unlocking value for both clients and team members. In this episode, we also talk about . . . Focus on MYOB’s vision for accounting practices; Key takeaways from the MYOB Accounting Industry Monitor; Strategies for handling talent shortages & fostering a growth mindset;  AI literacy and upskilling as tools for retention & recruitment; Operational tips for improving efficiency through standardisation and automation; Importance of strong onboarding and client engagement;  Data security and AI risk management in MYOB’s product development; Future of accounting tech: Agentic AI and embedded AI in workflows; MYOB’s upcoming compliance-focused tools and strategic advisory enablement   🧰 Apps & Tools Mentioned: Apps & Tools Mentioned: MYOB, ChatGPT, Claude, AWS, Teams Copilot, Fireflies Contact details: Liam Hindle https://www.linkedin.com/in/liamhindle/ MYOB https://www.myob.com/au  Accounting Apps newsletter: http://accountingapps.io/  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

    50 min
  2. 2 DAYS AGO

    ✅ I need your vote in the ACCA Council Election

    Heather Smith shares why she’s running for the ACCA Global Council, highlighting her advocacy work, global experience, and vision for a future-focused, member-driven ACCA. Summary 📌 Episode Summary (Bullet Points) Heather Smith announces her candidacy for the ACCA Global Council. She reflects on 30 years as an ACCA member and her international career. Advocates for stronger representation from the Southern Hemisphere. Discusses her roles in ACCA’s global SME and technology forums. Emphasises her long-standing commitment to member support and tech innovation. Calls for members to vote, noting the significant impact of each ballot. Encourages non-voting listeners to spread the word within their network. Hi, my name is Heather Smith, and you’re listening to the Accounting Apps Podcast. I’m jumping in with something a little different today. As you may have seen on my socials, I’m standing as a candidate in the ACCA Global Council elections. I’ve been a proud member of the Association of Chartered Certified Accountants for nearly 30 years. It’s opened doors for me to work across Australia, Singapore, England, and Canada, and it’s connected me with inspiring accountants worldwide. ACCA has been the foundation of a rewarding, impactful career, and even enabled me—through a memorandum of understanding—to join Chartered Accountants ANZ. Now, I’m standing for Council as a way of giving back to the membership that has given me so much. If you’re an eligible member, I encourage you to listen on. If you’re not, perhaps you know someone who is—please nudge them to vote. It can be hard for candidates from the Southern Hemisphere to gain momentum, so every vote really matters. Why Council Matters  Council sets ACCA’s direction: How it supports members How it advocates with regulators How it prepares for challenges like AI, sustainability, digital transformation, and the talent pipeline These issues affect every member, everywhere. A Bit About Me I’m the first Australian-born ACCA Fellow. In this election, I’m the only candidate from the Southern Hemisphere. Once elected, however, you represent all members globally. I chair the ACCA Global Forum for SMEs. I’m a member of the Global Forum for Technology. I’ve authored 10 business books (and am working on my 11th). I’ve hosted this podcast for 10 years. I’ve represented ACCA at more than 100 international conferences, championing innovation, ethics, technology, and inclusion. In 2024, I was named Accounting Thought Leader of the Year. Over the years, I’ve also represented ACCA to the Australian Tax Office, funding my own travel and accommodation to secure recognition for ACCA members. These things aren’t always visible, but they matter. I’m passionate about giving SMEs and SMPs a strong voice, about using technology to work for us, and about ensuring members are at the heart of every decision. Why Your Vote Counts  Last year, fewer than 5% of members voted. That means each vote carries the weight of about 20 votes in a typical election. You can select up to 21 candidates, and I’d be honoured if one of those votes went to me, Heather Smith. Voting instructions should now be in your inbox. Together, let’s build a future-focused, globally connected ACCA that supports members everywhere. Please take five minutes to vote—and if you’re not eligible, encourage someone you know who is. Thank you for listening. I’m Heather Smith, and this is the Accounting Apps Podcast. 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

    7 min
  3. Xerocon 2025 Recap 🚐From Inside the Blue Kombi

    24 SEPT

    Xerocon 2025 Recap 🚐From Inside the Blue Kombi

    A vibrant wrap-up of Xerocon 2025 from a Kombi van, covering AI tools, new Xero features, community energy, and standout apps like SYFT Analytics, Cradle IO & Manage My Renewals. Summary On day 2 of Xerocon I jumped into a community group and asked people to join me at the van at 2pm, and 40 minutes later 5 people showed up. We squeezed into the Kombi and debriefed on the two day Xerocon conference. I can not quite believe that I managed to get 6 people into a Kombi van, and recorded what could possibly be the greatest Xerocon podcast recording ever!   There have been a lot of post following Xerocon, about the strength of the community, and you can really feel a sense of community in this conversation. Today I’m speaking with  Alex Falcon Huerta FCCA (Soaring Falcon), Jolene Elliot of Karlaya Accounting & Business Advisory Michelle Kvello of Lantern Partners Emma Baxter of YouTax Kyelie Baxter of IQ Accountants  In this episode, recorded on Day 2 of #Xerocon 2025 inside a vintage Kombi van with six passionate accounting professionals, we talk about . . . AI innovations including OpenAI, JAX, and the future of automation in accounting. Hot app discoveries like Manage My Renewals, Cradle IO, SYFT Analytics, and Fishbowl Inventory. Key product announcements from Xero: ATO Portal integration, Tax Manager, and Workpapers for individual tax returns. Reflections on session highlights: resilience, time management, and generational engagement. Talks about stage experiences, community strength, and the power of networking. Trends ahead: more automation, younger entrepreneurial accountants, and the growing importance of soft skills. Each guest shared a final thought on embracing innovation, avoiding conference fatigue, and staying connected. 🧰 Apps & Tools Mentioned: SYFT Analytics, Manage My Renewals, Cradle IO, Fishbowl Inventory, FYI, Translucent, XBert, Xero, Dext, ATO Portal, Xero Workpapers, RPA, JAX, RecHound 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
  4. 💼 Ethics, Apps & Advisory: Tech Talks with Trailblazers

    10 SEPT

    💼 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

    52 min
  5. AI Leadership Advantage for Accountants

    28 AUG

    AI Leadership Advantage for Accountants

    In this solo episode Heather Smith explores how accountants can harness AI as a strategic enabler, boosting data-driven decision making, enhancing client value, and leading with ethics, integrity, and curiosity. Summary In this solo episode, I talk about . . . Key Points: Technology as a strategic enabler, not just an operational tool AI reduces repetitive work, empowering advisory services Algorithms + data = core to accountants’ strengths Data as a strategic asset: dashboards, analytics, forecasting tools AI skills now a core competency—embrace continuous learning Importance of curiosity and experimentation Changing client expectations around speed, transparency, and insights Data security, ethics, and integrity as professional superpowers AI governance—opportunity to lead and educate clients Leadership moment for accountants in shaping AI adoption   00:00 – Welcome & Episode Overview  Heather introduces the AI in accounting theme. 00:45 – 1 AI as a Strategic Enabler  Why technology is more than an operational necessity. 02:10 – 2. Automation Frees Accountants to Be Human  From data entry to strategic advisory work. 03:30 – AI in Simple Terms: Algorithms + Data  Why this formula matters for accountants and bookkeepers. 04:50 – 3. Data as a Strategic Asset  Leveraging dashboards, analytics, and forecasting tools. 06:15 – 4. AI Skills Are the New Core Competencies  From spreadsheets to generative AI proficiency. 07:35 – 5. Curiosity & Experimentation Drive Innovation  How to create space for trying new tools. 09:10 – 6. Meeting Evolving Client Expectations  Speed, transparency, and tech-savvy service delivery. 10:40 – 7. Data Security & AI Disclosure  Best practices for safeguarding sensitive financial data. 12:05 – 8. Ethics & Integrity as the Accountant’s Superpower  Embedding responsible AI use into daily decisions. 13:25 – 9. AI Governance: A New Service Opportunity  Helping clients set rules and policies for AI adoption. 15:00 – 10. Leadership Moment for Accountants  Shaping how AI delivers value and manages risk. 17:10 – Final Thoughts & Resources  Encouraging continuous learning and professional community engagement.   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

    19 min
  6. Does finance automation really improve accuracy and reduce fraud🔒? | Tyler Caskey

    21 AUG

    Does finance automation really improve accuracy and reduce fraud🔒? | Tyler Caskey

    Heather Smith & Tyler Caskey join ApprovalMax to have a conversation exploring how finance automation boosts accuracy, prevents fraud, and streamlines processes. Today I’m speaking with Tyler Caskey Partner at The Bean Counters In this episode, we talk about . . . Key Points: How automation reduces human error and speeds approvals Real-world case studies with ApprovalMax & Xero Common vulnerabilities: hacked emails, invoice scams, credit card fraud Risk reduction strategies: 2FA, segregation of duties, virtual credit cards The role of password managers & proactive anti-fraud controls Fraud detection warning signs & team training Stats: $277M lost to payment redirection scams in Australia (2023) 80–90% of finance errors caused by human error Automation can detect fraud 50% faster & reduce losses by 50% Event Preview: Brisbane Xerocon tips & networking advice Apps & Tools Mentioned: ApprovalMax, Xero, Mayday, Power BI, OnePassword, Practice Protect, EFTsure. 00:00 – Welcome & Introductions  Hosts set the scene, introduce Tyler Caskey, and outline today’s automation & fraud prevention focus. 02:15 – Why Finance Automation is a "No Brainer"  How automation improves efficiency, accuracy, and security for finance teams. 05:04 – Real-World Automation Wins  Case study: $50M invoice group transforms processes with ApprovalMax & Xero. 08:42 – Common Fraud Vulnerabilities in Small Business  From hacked emails to bank detail changes—how fraudsters infiltrate. 12:15 – Invoice Scams & How to Spot Them  Practical warning signs and red flags finance teams should never ignore. 15:50 – Credit Card & Virtual Card Fraud Prevention  Reducing risk with approval processes and controlled card usage. 19:32 – Passwords, 2FA & Segregation of Duties  The non-negotiable security practices for finance teams. 23:05 – Fraud Cost & Prevention Statistics  Eye-opening data on human error, scam losses, and automation benefits. 26:40 – Training Your Team for Fraud Awareness  Creating a culture that detects scams before they succeed. 29:55 – ApprovalMax Features That Reduce Risk  Notifications, audit trails, and bank account verification tools. 33:12 – Xerocon Brisbane Preview  What Heather & Tyler are excited about—plus networking tips for attendees. 37:18 – Final Advice for Accountants & Bookkeepers  Leading clients toward best-practice automation and fraud prevention.   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
  7. The accountant as the storyteller: Creating ⚡impactful presentations | Karbon

    13 AUG

    The accountant as the storyteller: Creating ⚡impactful presentations | Karbon

    In this solo episode Heather Smith shares her proven process for creating impactful presentations, from topic selection to AI tools, helping accountants communicate with clarity, confidence, and audience engagement. The accompanying article to this podcast appeared in Karbon Magazine : https://karbonhq.com/resources/creating-impactful-presentations/ In this episode, we talk about . . . Key Topics: Choosing a clear, focused topic tied to your strengths. Event prep checklist (theme, audience, timing, learning outcomes). Leveraging AI tools like Gamma.ai & ChatGPT for brainstorming and refinement. Presentation design tips with Canva & accessibility considerations. Audience engagement strategies (polls, paired discussions, live reflections). Practising delivery, managing timing, and adjusting to conference themes. Apps & Tools Mentioned: Canva, Gamma.ai, ChatGPT, Otter.ai, Mentimeter, Slido. 00:00 – Welcome & Episode Introduction  Heather introduces the Accounting Apps Podcast and today’s focus on presentation skills. 03:05 – The Accountant as Storyteller  Why storytelling matters in accounting presentations. 05:12 – Picking Your Presentation Topic  Identifying core strengths and aligning with audience needs. 08:20 – Event Prep Checklist  Heather’s go-to template for conference and session details. 12:18 – Knowing Your Audience & Agenda Positioning  Adapting delivery based on audience energy levels and schedule timing. 16:05 – Drafting Content & Reusing Resources  Repurposing past slides, articles, and podcasts to save time. 19:40 – Designing for Clarity with Canva  Practical slide design tips and exploring Gamma.ai for inspiration. 24:10 – Essential Presentation Structure  Key slide elements from title page to call-to-action. 27:55 – Engaging Your Audience  Using polls, paired discussions, and live reflections to boost interaction. 32:05 – Slide Strategies & Accessibility  Heather’s approach to slide density, colour choices, and design resources. 35:40 – Leveraging AI for Content Review  Using ChatGPT to refine flow, style, and relevance. 39:05 – Practice, Backup Plans & Conference Day Routine  Preparation techniques, tech checks, and handling unexpected issues. 41:25 – Lifelong Learning for Accountants  Encouragement to keep developing skills for impactful communication.   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

    43 min

About

Exploring the intersections of accounting, technology and modern practice methodologies. 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. Brilliant guests include entrepreneurs, founders, business consultants, accountants, bookkeepers, small business owners, cloud advisors, developers, cloud integrators and solution providers. Hosted by Heather Smith, an award winning Chartered Accountant with a flair for storytelling. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed ...

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