Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

By: Heather Smith | Accountant & Storyteller
  • Summary

  • Exploring the intersections of accounting, technology and modern practice methodologies. 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 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. The podcast promises enlightening discussions in the fields of accounting, technology and artificial intelligence. Hit that subscribe button now! Subscribe to the Accounting Apps newsletter: http://AccountingApps.io 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. Contact details: LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/
    ANISE Consulting 2015-2024
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Episodes
  • Empowering Multi-Entity Businesses: New Tools ⛏️ for Data Accuracy and Reliability | Michael Wood
    Dec 11 2024

    Translucent CEO Michael Wood discusses the company's recent launch event, new features like automated intercompany reconciliation and custom tracking categories, and the importance of addressing data model issues for multi-entity businesses.

    Today I’m speaking with Michael Wood Founder & CEO of Translucent

    In this episode, we talk about . . .

    🎯 Innovating for Multi-Entity Teams: Translucent unveils tools designed to tackle complex multi-entity challenges.

    🛠️ New Features Highlighted: Granular permissions, tracking category audits, and intercompany auto-reconciliation take centre stage.

    🔍 Tracking Categories Expanded: Solving a long-standing limitation with additional data dimensions and smarter tracking tools.

    📊 Custom KPIs Made Easy: Flexibility to build financial reports tailored to unique business needs.

    🚀 Future-Proofing Finance: Quarterly updates promise a steady stream of impactful features and tools.

    💡 Shape the Innovation: Listeners are encouraged to share their input on future product development.

    Contact details:

    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



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    44 mins
  • Accounting Tech Updates Third QTR '24
    Nov 13 2024

    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.

    BLOG : https://www.accountantsdaily.com.au/technology/20731-latest-tech-updates-for-the-accounting-space

    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

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    1 hr and 15 mins
  • Transforming a Professional Services Firm to $130M | Mark Orttung
    Nov 6 2024

    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

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    49 mins

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