• Exploring Zoho's Integrated Platform🐝 | Val Steed
    2024/08/14

    Today I’m speaking with Val Steed, Director Accountants, Zoho Corporation

    In this episode, we talk about . . .

    Zoho Corporation's journey in the accounting technology industry, from its founding in 1996 to its current position as a leading provider of integrated business solutions

    The company's focus on privacy, security, and long-term vision, with a family-like culture and commitment to employee retention

    Zoho's conservative management approach and profitability since day one, even during challenging times like the pandemic

    The challenges of working as a US-based employee for an Indian-based company, including navigating cultural nuances and time zones

    Zoho's integrated platform, which offers a suite of over 55 web apps and 75 mobile apps, including accounting, CRM, and other business tools

    Zoho's efforts to adapt its products to local markets, such as incorporating Australian tax and payroll requirements

    The company's annual Zoholics conference, including the partner-focused Inspire event, and its plans for AI integration in its products

    Insights into Zoho's growth and competitive landscape in the accounting industry, as well as the challenges of reaching the target audience in the Australian market

    Contact details:

    Val Steed https://www.linkedin.com/in/valsteed/

    Zoho Corp https://www.zohocorp.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

    続きを読む 一部表示
    1 時間 1 分
  • Accounting Technology Updates: 🌐 Bridging the Technology Learning Gap, Zoho Expansion, the Evolving Payroll Landscape, and More
    2024/08/07

    Heather Smith and Tyler Caskey, Partner at The Bean Counters discuss features, functionalities and updates in the Accounting Apps from June July 2024.

    Highlights from this episode include:

    • A discussion around the importance of Apps offering training, ongoing training and training to meet different learning styles.

    • Zohos expansion plans into Australia, and its vast platform offerings.

    • Employment Hero's Smart Match system which checks candidate interest levels for your new jobs and auto-shortlist those interested. A potential competitor to Seek & LinkedIn.

    • The payroll solution Gusto’s launch into the Australian market with an all-in-one platform for all-over-the-world teams.

    • The data quality tool XBert has released the ability to develop customisable XBerts, giving you the ability to monitor areas of interest to you.

    Contact details:

    Tyler Caskey https://www.linkedin.com/in/tylercaskey/

    The Bean Counters 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

    続きを読む 一部表示
    1 時間 2 分
  • Developing and keeping a competitive advantage | TIF24
    2024/07/31
    Today I’m sharing with you a recording of a keynote entitled "Developing and Keeping a Competitive Advantage," given by Philip Fierlinger, co-founder of Upstock and co-founder of Xero. Philip Fierlinger discusses his experiences and insights on developing and maintaining a competitive advantage in the technology and accounting sectors. He shares his journey from working on the first smartphone at General Magic to co-founding Xero and Upstock. The talk focuses on the importance of creating extraordinary user experiences, transforming pain points into pleasurable experiences, and adhering to a strong vision and values. Highlights from the session include: Philip Fierlinger shares insights on developing and maintaining a competitive advantage, drawing from his extensive experience in the tech and accounting industries. Discusses his journey from working on General Magic's first smartphone to co-founding Xero and Upstock, highlighting key milestones and lessons learned. Emphasises the importance of transforming technology into "magic" through exceptional user experience design, making technology seamless and user-friendly. Explains how Xero succeeded by turning the painful process of bank reconciliations into a pleasurable and engaging experience, fundamentally changing the perception of accounting software. Describes the creation of Upstock to address friction in the B2B supply chain for foodservice, offering a digital platform that levels the playing field for small suppliers. Highlights the significance of having a clear vision and strong values as the foundation for business operations, ensuring long-term success and competitive advantage. Shares lessons on the critical role of customer research and feedback, and the importance of early adopters in refining and validating the product. Discusses how cultivating a positive company culture and retaining employees can be achieved through adhering to guiding principles and providing support, such as coaching and counselling. This is the third podcast I’m bringing to you from the 2024 Tropical Innovation Festival held in June, in Cairns, in beautiful Far North Queensland. If you are interested in the topic or the vibe of the event, I encourage you to go back and listen to the other two episodes and reach out to the Tropical Innovation Festival if you want to be part of future festivals. I will drop their contact details in the show notes. The audio was recorded during a lunchtime session. At the start, you can hear the emcee of the event, who is also the conference co-organiser, Tara Diversi. Contact details: Tropical Innovation Festival: https://www.tropicalinnovationfestival.com.au/speakers Phil Fierlinger: https://www.linkedin.com/in/fierlinger/ UpStock: https://www.upstock.app/ Xero: https://xero.com/ Tara Diversi : https://www.linkedin.com/in/taradiversi/ 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 Other podcast episodes of interest Building Your Startup’s Profile with Media | TIF24 https://heathersmithsmallbusiness.com/2024/07/18/building-your-startups-profile-with-media-tif24/ MediaPhones, Accounting Dashboards & Digital Marketplaces: The Design Journey of Xero’s Co-Founder | Philip Fierlinger https://heathersmithsmallbusiness.com/2023/11/30/mediaphones-accounting-dashboards-digital-marketplaces-the-design-journey-of-xeros-co-founder-philip-fierlinger/
    続きを読む 一部表示
    40 分
  • Navigating the Startup Ecosystem: How Accountants Can Thrive in the High-Growth Tech Space | TIF24
    2024/07/25

    Marc Orchard and Heather Smith discussed the importance of accountants and bookkeepers in high growth tech companies, highlighting the challenges of serving early stage companies with complex needs. They emphasised the need for upskilling and capability building, as well as the importance of building relationships in the startup ecosystem. Marc Orchard added to the conversation by discussing the integration of accounting and finance with technology, and the potential for Chartered Accountants Australia and New Zealand to sponsor innovation events. Heather Smith and Marc Orchard later discussed the challenges professional service providers face in managing risk tolerance, emphasising the importance of differentiating between personal and business risk tolerance and valuing experience and wisdom in building up risk tolerance.

    Marc Orchard

    Website: https://planetstartup.com.au/

    Linkedin https://www.linkedin.com/in/marcorchard/

    Contact details:

    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

    続きを読む 一部表示
    20 分
  • Building Your Startup's Profile with 📺Media | TIF24
    2024/07/17

    Join us for insightful discussion on how startups can effectively build their profiles through media. I’m sharing with you a recording of a panel session entitled “Building Your Startup's Profile with Media” This was recorded at the 2024 Tropical Innovation Festival that is held in Cairns in June.

    Here are the top five takeaways from our expert speakers:

    Understand the Media Landscape:

    Modern media is diverse and accessible, ranging from traditional outlets like TV and radio to digital platforms like podcasts and social media. Recognising the right platform for your message is crucial.

    Craft a Compelling Story:

    Your story should be relevant, relatable, and engaging. Focus on the human element to make your narrative resonate with the audience.

    Build a Strong Founder Brand:

    Before seeking media attention, establish your own platform with clear, consistent messaging. This controlled content can attract media interest and help shape your public image.

    Focus on Trust and Integrity:

    Authenticity is key. Media interactions should demonstrate integrity and trustworthiness to build credibility with your audience and the media.

    Leverage Modern Media Tools:

    Use trending platforms like TikTok to share behind-the-scenes content and engage with a different audience. This can help you document your journey and create valuable content for future media opportunities.

    This discussion, was part of the Tropical Innovation Festival #TIF2024.

    https://www.tropicalinnovationfestival.com.au/

    Contact details:

    Carmen Braidwood : https://www.linkedin.com/in/carmenbraidwood/

    Gemma Clancy : https://www.linkedin.com/in/gemmaclancy/

    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

    続きを読む 一部表示
    27 分
  • Scaling to 7 Figure: 💡Enhancing Your Fractional CFO Services | Michael King
    2024/07/11

    Today I’m speaking with Michael King: Michael is the CEO of KFE Solutions, which is the top rated Fractional CFO firm in Dallas, Texas. He’s also the creator of The CFO Accelerator, where he helps Accountants and fractional CFOs start, scale, and optimise their advisory services. He is also the host of, The CFO Report, where he shares tips, tricks, and hacks he discovered over the past 7 + years building his fractional CFO firm. https://www.linkedin.com/in/iammichaelking/

    In this episode, we talk about . . .

    - Fractional CFOs should focus on providing insights, not just generating reports.

    - Accurate, timely financial data is critical for fractional CFOs to provide valuable insights to clients.

    - Automating financial reporting with tools like G-Accon can save time and reduce errors.

    - Building a simple, effective tech stack is crucial for fractional CFO success.

    - Partnering with the right technology, like G-Accon, is key for streamlining operations.

    - Fractional CFOs should start with simple, core financial metrics to empower clients for better decision-making.

    - The fractional CFO industry offers significant potential for impact and growth.

    - Leveraging pre-built templates and automation in tools like G-Accon can help fractional CFOs streamline report generation.

    - While emerging technologies like AI and ChatGPT have potential, they may not yet be ready for practical application in fractional CFO work.

    Learn more about G-Accon:

    https://www.accon.services/

    support@accon.services

    https://www.linkedin.com/company/g-accon

    https://twitter.com/G_AcconServices

    https://www.facebook.com/gacconaddons/

    Contact details for Michael King:

    W: https://www.thecfoaccelerator.com

    L: https://www.linkedin.com/in/iammichaelking/

    Contact details for Heather Smith

    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



    Earn CPE at EarMarkCPE

    https://www.earmark.app/course/6981af0c-7e4c-4b33-a47a-7a282678040f

    Webinar : https://streamyard.com/watch/ehqxCdXGcjAE

    続きを読む 一部表示
    40 分
  • 🌟 Scale your business on Xero without needing a dozen other Apps and Add-ons
    2024/06/26

    AI will increase software productivity and enable users to create their own apps, multiplying software abundance

    I’m sharing with you the audio from a session I hosted as part of the Australian CFO Summit 2024 produced by Weel. It’s called: “Scale your business on Xero without needing a dozen other Apps and Add-ons”

    The presenter is Michael Wood, the Founder and CEO of Translucent.

    - Michael Wood discusses the exponential growth of software in businesses from the desktop era to the cloud and AI eras

    - Wood argues AI will increase software productivity and enable users to create their own apps, multiplying software abundance

    - The challenges of fragmented data, security, cost and vendor management with abundant software apps are highlighted

    - Compound startups are presented as a solution, exemplified by Translucent, consolidating finance apps and data into a unified platform

    - Benefits of the compound startup model include reduced cost, streamlined management, improved productivity and AI readiness

    Contact details:

    Australian CFO Summit https://summit2024.australiancfo.com/

    Translucent: https://www.translucent.io/

    Michael Wood : https://www.linkedin.com/in/michaelwood/

    Translucent https://www.translucent.io/

    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

    続きを読む 一部表示
    45 分