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. 6D AGO

    How AI Is Re-shaping Accounting Firms 💡Kyelie Baxter

    Kyelie Baxter shares how AI is changing accounting firm workflows, boosting outputs, and freeing up capacity, while still needing strong guardrails and human judgment. Summary In this episode, Kylie Baxter discusses how artificial intelligence is transforming accounting firms, client expectations, and internal workflows, without replacing the human element. Key discussion points include: Kylie’s journey from accountant to firm owner and governance leader Volunteering, advisory skills, and building confidence outside the firm How AI is being used safely inside an accounting practice Setting guardrails and values around AI adoption Digitising client admin and finance workflows Why accounts payable will become highly automated Why payroll still needs strong human involvement Paying staff based on outputs, not tools used Using AI to reduce mental load and prioritise tasks How AI is reshaping the competitive landscape for firms Key takeaway: AI is a powerful tool for efficiency and capacity, but accountants who apply judgment, governance, and strategy will remain irreplaceable. Kylie and I were guests of the LYD Unstoppable Growth Conference held at the  JW Marriott Gold Coast Resort & Spa in one of the most amazing places in the world, Surfers Paradise! LYD stands for Light Year Docs, and it is a platform for creating verified legal documents including companies, trusts and commercial agreements. If that’s of interest to you, I’m sure the team would be happy to speak with you. Contact details: Kyelie Baxter : https://www.linkedin.com/in/kyelie-baxter-fcpa-43224334/ IQ Accountants : https://iqaccountants.com.au 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

    20 min
  2. 🎾 Courtside with MYOB: AI, Apps & the Australian Open

    FEB 5

    🎾 Courtside with MYOB: AI, Apps & the Australian Open

    Heather shares insights from MYOB’s Australian Open event, exploring AI integration, Google Gemini tools, new MYOB Solo app for micro businesses, and the power of keyboard aesthetics. Summary In this episode, Heather Smith shares insights from her time at the Australian Open with MYOB, exploring how technology, AI, and workplace tools are reshaping the accounting world:   MYOB discussed their internal program "AI Every Day," which focuses on mindset, skillset, and toolset Overview of MYOB’s mobile-first solution, Solo, designed for freelancers and gig workers. It offers an alternative to spreadsheets for micro business clients Discussion on multi-entity support and MYOB's ERP solution, Acumatica It's worth remembering that MYOB still stores customer data within Australia across two local data centres MYOB's product spectrum includes solutions for micro businesses through to larger companies using Acumatica Heather shared her experience looking for a pink keyboard and how ergonomic design impacted her typing and comfort She also outlined how using Google Workspace's Gemini AI features has supported her productivity     Contact details: MYOB https://www.myob.com/au Solo https://www.myob.com/au/products/solo 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   LinkedIn https://www.linkedin.com/posts/heathersmithau_accountingandaccountants-activity-7423640248129298432-g81K  https://www.linkedin.com/posts/heathersmithau_accountingandaccountants-myob-activity-7422403938831720448-E5Sw

    38 min
  3. The 1% Advisory Advantage for Accountants 📈 | #TOACon2025

    JAN 28

    The 1% Advisory Advantage for Accountants 📈 | #TOACon2025

    In the third of three instalments Heather Smith shares insights from TOACon 2025. She chats with industry leaders about business advisory, AI agents in accounting, community building, and embracing the future with purpose and relationships. Summary In this third instalment from TOACon 2025, Heather Smith explores the evolution of business advisory services and the powerful tech shaping the accounting profession. Interviews recorded live at the Shangri-La in Boracay during TOA Global’s TOACon 2025. Featured guests: Dale Pearson (Intuit QuickBooks): Discusses new AI agents, the power of relationships, and integrating QuickBooks with MailChimp. Mark Jenkins (The Gap): Talks about proactive advisory, community, and lifting average client value. Lynda Steffens (The Small Business Project): Shares a practical roadmap for implementing advisory services. Emphasis on strategic relationships and practical AI applications. Advisory isn’t just about knowledge—it’s about how and why you deliver it. Encouragement for accountants and bookkeepers to carve out time for growth and purposeful client impact. Reflections on the Boracay experience and the importance of personal development, community, and consistency. Heather Smith attended the TOACon 2025 conference as hosted media. If you want to find out more about TOAGlobal please visit their website :toaglobal.com If you want further information about anything covered in this podcast, please refer to the show notes: https://www.heathersmithsmallbusiness.com/blog/   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

    53 min
  4. 🎯 Client Focused, Tech Enabled: The Modern Practice | #TOACon2025

    JAN 21

    🎯 Client Focused, Tech Enabled: The Modern Practice | #TOACon2025

    Insights from TOACon 2025’s tech stream: AI, cybersecurity, client experience, and building resilient firms with smarter systems, featuring Practice Protect, AccountKit, and more. Summary In the second of three instalments Heather Smith explores highlights from TOACon 2025. Recorded at the luxurious Shangri-La Boracay, this episode dives into practical tools and strategies reshaping the accounting landscape. Main Topics: 🌟 Customer Experience Strategy: Jason S Bradshaw on reducing client friction and defining your service promise. 🔐 Cybersecurity Deep Dive: Jenny Caune of Practice Protect on multi-layered security and sleep-at-night tech. 📊 Cloud App Report: Real usage data across 13 categories: what apps firms are actually using in 2025. 🔄 AccountKit Expansion: Matt Taylor from AccountKit on new features including reconciliations, integrations, and centralized workflows. 📈 Building a Business That Runs Without You: TOA Global founder Nick Sinclair on separating identity from business. 🧭 Truth in Leadership: Dom Thurbon on the fine line between experience and baggage, staying curious is key. 🏝️ Conference Culture & Community: Live insights from attendees on the power of connections, resilience, and hospitality. Key Takeaways: Tech doesn’t build trust, clear communication does. Cybersecurity isn’t optional; it's foundational. Real-time app data beats outdated reviews: use the Cloud App Report. Centralised platforms like AccountKit are simplifying workflows. Leadership breakthroughs come from clarity, not complexity.   Heather Smith attended the TOACon 2025 conference as hosted media. If you want to find out more about TOAGlobal please visit their website :toaglobal.com If you want further information about anything covered in this podcast, please refer to the show notes: https://www.heathersmithsmallbusiness.com/blog/   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

    48 min
  5. From Friction to Flow: Innovate Daily ⚙️ | #TOACon2025

    JAN 15

    From Friction to Flow: Innovate Daily ⚙️ | #TOACon2025

    Join Heather Smith as she explores highlights from TOACon 2025: building resilient teams, leadership mindset shifts, and inspiring stories from accountants shaping the future through global connections. Summary In the first of three instalments Heather Smith shares highlights from TOACon2025: focusing on mindset, culture, offshoring, innovation, and resilience in the accounting profession. Through interviews and speaker takeaways, you'll hear how accounting leaders are embracing small actions for big impact. Insights from Dr. Shadé Zahrai on mindset, adversity, and recognising your own value. Interview with Mariel (Accounting for Jewellers): from jeweller to niche accountant, offshoring success story. Innovation tips from James O’Loghlin: tackle friction, protect thinking time, challenge assumptions. Interview with Alan Lonie (AO Accounting): navigating complex Thai regulations, digital adoption challenges. Human performance advice from Olly Bridge: fight burnout, habit stack, and walk through problems. Interview with Mark Said (MKS Group): expanding through offshoring, shifting to CFO coaching, talent shortages. Interview with Mareta Akari (TOA Global): TOA’s cultural values, post-conference celebrations, and resilience during natural disasters. Heather Smith attended the TOACon 2025 conference as hosted media. If you want to find out more about TOAGlobal please visit their website :toaglobal.com If you want further information about anything covered in this podcast, please refer to the show notes: https://www.heathersmithsmallbusiness.com/blog/   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

    51 min
  6. How to Make the Most of In-Person Networking🧩

    12/19/2025

    How to Make the Most of In-Person Networking🧩

    Heather shares why real-world networking still matters for accountants & bookkeepers, offering practical tips to build genuine, long-term professional relationships without feeling salesy or awkward. In this episode, Heather Smith explores the timeless power of in-person networking for accounting & bookkeeping professionals. Based on her article for Acuity Magazine, she shares stories, strategies, and tech tips for nurturing relationships authentically. Article : https://www.acuitymag.com/business/how-to-make-the-most-of-in-person-networking/ Why networking isn't about selling, it's about trust and relationships. Tips for event preparation, including reviewing attendees and sending pre-event LinkedIn messages. Digital vs paper business cards: the role of QR codes, NFC cards, and LinkedIn connections. Best conversation starters (including complimenting shoes). The importance of post-event follow-up, such as voice memos and task lists. Why introverts might actually be excellent networkers. How to stay top of mind with minimal LinkedIn activity (just 12 posts a year!). Real examples of relationships built over 15+ years that still add value today. Encouragement for all generations—young professionals and seasoned leaders alike—to show up and contribute. 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

    42 min
  7. Reflections from 2025 & Forecasts for 2026 🤖 | Cloudoffis

    12/10/2025

    Reflections from 2025 & Forecasts for 2026 🤖 | Cloudoffis

    A lively panel reflects on 2025's tech-driven accounting trends, AI, automation, clean data, and what’s next for 2026. Ethics, awards, remote work, and receipts that must die! Summary In this panel discussion recorded at the Cloudoffis end-of-year event in Sydney, Heather Smith is joined by John Munden (Cloudoffis), Tyler Caskey (The Bean Counters), and Natalia Clark (Easy Super) to reflect on 2025 and forecast on the future in 2026 and beyond in the accounting and auditing industry. In this episode, we talk about . . . Key 2025 trends: AI integration, automation pain points, rapid tech change. The obsession with building AI agents into workflows. Insights on award-winning success and staying unique. The shift to remote-first work and global team building. Strategic investments in talent vs. tech at Cloudoffis. The call to kill receipts, wet signatures, and corporate cheques. Bold forecasts for AI replacing admin roles and fast decision-making gaps. Final takeaway: ethics, professionalism, and agility are your superpowers. Contact details:   Sponsor Offers:  Here Cloudoffis : https://cloudoffis.com.au/  Natalia Clark : https://www.linkedin.com/in/nataliaclack-easysuper/  Tyler Caskey : https://www.linkedin.com/in/tylercaskey/  John Munden : https://www.linkedin.com/in/jmunden/   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

    47 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 ...