Best Heather Smith | Accountant Podcasts (2025)

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AI Leadership Advantage for Accountants 18:55

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3h ago18:55

18:55

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 re…

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Does finance automation really improve accuracy and reduce fraud🔒? | Tyler Caskey 38:01

7d ago38:01

38:01

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 s…

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4Ps of AI-enabled account management, with Jenny Plant 31:56

9d ago31:56

31:56

Welcome to Episode 144. In this episode, Jenny Plant discusses how account managers can remain indispensable in the face of AI's transformative impact on marketing. She explores the current AI landscape from the perspectives of clients, agency owners, and account managers, introducing her Four P's framework for integrating AI into account managemen…

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The accountant as the storyteller: Creating ⚡impactful presentations | Karbon 42:44

15d ago42:44

42:44

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…

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Inside WorkGuru: 7 Years Empowering SMEs with Real-Time Project Insights | Tony Harcourt 32:30

21d ago32:30

32:30

Tony Harcourt CEO & Co-Founder of WorkGuru Tony Harcourt returns to chat with Heather about WorkGuru’s recent product updates, the challenges facing SMEs, and the role of automation and integrations in improving day-to-day operations. Summary Today I’m speaking with Tony Harcourt CEO & Co-Founder of WorkGuru WorkGuru is a Project Management solutio…

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Practical AI for Non-Techie Agency Leaders, with Heather Murray 40:55

23d ago40:55

40:55

Welcome to episode 143. This episode continues our theme of AI integration into the agency business operations. My guest is Heather Murray, a generative AI expert, Top 5 MarTech influencer globally, international speaker and Founder of AI for Non-Techies (award-winning AI training and learning hub). Regularly featured in Forbes magazine, Heather br…

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🔄Accounting Tech Round-Up: QTR2 Innovations & Insights 1:00:39

28d ago1:00:39

1:00:39

Heather Smith and Tyler Caskey explore major Q4 tech updates, from payroll developments to NetSuite integrations, AI trends, multi-entity reporting, and smarter expense and project tools. Today I’m speaking with Tyler Caskey, Founder at The Bean Counter. In this episode, we talk about . . . industry insights and key accounting technology updates fr…

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Your clients are using ChatGPT: How are you going to react when your clients use ChatGPT? 10:17

1M ago10:17

10:17

Your clients are using ChatGPT. Your clients are going to try to do their accounts and their tax using ChatGPT. Your clients are going to ask you questions generated from ChatGPT. Your clients are going to ask you why you have not deducted THIS because ChatGPT suggested it. Your clients are going to come to you with “the work finished by ChatGPT” a…

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Mastering agency niching: How to boost your pipeline and navigate AI, with Steve Guberman 39:43

1M ago39:43

39:43

Welcome to Episode 142. I'm chatting with Steve Guberman. With over 25 years in the creative, marketing, advertising, and public relations industry, including a decade spent running and eventually selling his own successful agency, Steve now channels his expertise into coaching agency owners. As the founder of Agency Outsight, Steve helps owners un…

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The Case for Splitting Account Management & Project Management, with Brett Harned 45:16

2M ago45:16

45:16

Welcome to episode 141. I'm chatting to Brett Harned, a consultant, coach, and author with 20+ years of experience leading digital and creative teams. He helps organisations solve people, process, and culture challenges with a strategic, human-centred approach. A longtime voice in the PM community, Brett founded the Digital PM Summit, wrote Project…

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🚀 From EdTech to FinTech: Miquel Palet’s Journey with Get Invoice 19:45

2M ago19:45

19:45

Today I’m speaking with Miquel Palet, Founder of GetInvoice Miquel Palet is a Barcelona-based entrepreneur and product leader, known for founding Ucademy, an edtech platform, and GetInvoice, a tool for automating invoice retrieval from emails and other sources. With a background in engineering from Universitat Politècnica de Catalunya, Miquel combi…

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Inside Client Services: A CSD's Take on Global Expansion, with Laura Smales 47:24

2M ago47:24

47:24

Welcome to episode 140, with Laura Smales, Client Services Director at Creative search marketing agency, Rise At Seven. This episode is going to be particularly interesting if you are a CSD in an agency and curious how another one operates. Here’s what we covered in this episode: How Rise at Seven differentiates themselves from other agencies Why L…

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Conversations not presentations - mastering sales, with Blair Enns 42:04

3M ago42:04

42:04

Welcome to episode 139. My guest is Blair Enns - a globally recognised author, speaker and the founder of Win Without Pitching, a sales training company that has transformed how creative professionals position and sell their expertise Blair is the author of three books; o The Win Without Pitching Manifesto, a rallying cry for creative agencies to s…

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Why Account Management Deserves More Respect, with David C. Baker 54:10

3M ago54:10

54:10

Welcome to episode 138. If you’re managing client relationships - or leading others who do - this episode is packed with practical advice. I’m joined by David C. Baker, widely regarded as "the expert's expert" in the marketing agency world. David has advised over 1,000 entrepreneurial experts through his consulting firm, Punctuation, which he found…

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🔍 From SMSF to AI Tax Workpapers: Automating Compliance & Workflows 45:42

3M ago45:42

45:42

Today I’m speaking with Cloudoffis co-founders Viral Kanabar and Manish Sheladia In this episode, we talk about . . . Cloudoffis' journey from SMSF audit automation to AI-first tax workpaper solution, TaxSorted. Their goal is to create a complete cloud-based operating system for accounting firms. The shift from manual processes (PDFs, Excel) to sea…

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🔄 Reinventing Float: AI, Consolidation and the New F Word | Colin Hewitt 48:11

4M ago48:11

48:11

Today I’m speaking with Colin Hewitt, Founder & CEO of Float In this episode, we talk about . . . Evolution of cash flow forecasting from spreadsheets to intelligent cash flow platforms. Differences between direct and indirect cash flow forecasting. Float’s shift to support fractional CFOs and the growing need for 13-week forecasts. New features in…

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How adding account management impacted an event production agency, with Cameron Magee 56:50

4M ago56:50

56:50

Welcome to episode 137. If you’ve ever wondered when’s the right time to introduce an account manager role into your agency - or how that change might impact the way you serve clients - this episode is for you. I’m joined by Cameron Magee, founder of event production agency avad3, trusted by clients such as Walmart and the White House. He shares wi…

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Childhood Jaw Growth with Dr. Ben Miraglia | CNC216 38:05

4M ago38:05

38:05

Today on the podcast, we are joined by Dr. Ben Miraglia. He joins us today to discuss childhood jaw growth, potential sleeping disorders, and other issues that could be caused by jaw development. He also gives insight into how to combat that early in childhood. Exclusive Offer for Chaos N Cookies Listeners! Use code "Chaos N Cookies" to receive a c…

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From employee to advocate: Why account managers should build a personal brand, with Claudia Cardinali 48:49

4M ago48:49

48:49

Welcome to episode 136. We’re talking about a topic that’s becoming a real game-changer for creative agencies - the power of personal branding and employee-generated content. If you're an account manager, this one's especially for you. Clients are increasingly choosing to work with people, not just businesses. So the way you show up online can dire…

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Very Bad at Math with Hope Larson | CNC215 23:24

4M ago23:24

23:24

Today on the podcast, we are joined by award-winning cartoonist and comics writer, Hope Larson! Hope took her real-life experience with dyscalculia to bring her character Very to life and write a relatable story for kids. About the Guest: Hope Larson is a New York Times bestselling, multi–Eisner Award–winning cartoonist and comics writer. Over a le…

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How to End the Wild West of Cloud Integrators ⚙️ | Ryan Pearcy 37:03

4M ago37:03

37:03

Today I’m speaking with Ryan Pearcy, founder of Digital Transformers and co-host of the Digi-Tools in ACCruel World podcast. Background: From theoretical physicist to chartered accountant with a passion for cloud technology From Theory to Tech: Ryan shares his journey from theoretical physics to founding Digital Transformers, helping accounting fir…

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Smaller, Faster, More Human: The Future of Agencies, with Carl Smith 46:46

5M ago46:46

46:46

Welcome to episode 135. There’s a quiet shift happening in the agency world - and today’s episode gets right into it. More and more agencies are choosing to stay lean, move faster, and build businesses that are not just profitable - but more human. And that shift is changing everything, from how we use AI, to how we lead, to what it means to be an …

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Digital Transformation & AI in Accounting – 🤖The Future is Now 27:40

5M ago27:40

27:40

A dynamic panel explores how accountants can lead digital transformation, harness AI, train teams, and shift from compliance to advisory to stay relevant in a fast-changing tech landscape. The role of trusted advisors in leading digital transformation. Challenges in adopting new tech, especially in larger firms with undertrained internal finance te…

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Homeowner 101 with Mary Peters | CNC214 31:07

5M ago31:07

31:07

Today on the podcast, we are joined by founder and CEO of Sasquatch Contracting, Mary Peters! She is sharing her journey in the male-dominated field of contracting and what you must know as a homeowner. About the Guest: Mary Peters is the founder and CEO of Sasquatch Contracting, a full-service design, remodel, and general construction firm serving…

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🚀 Accounting Tech Updates 1st QTR 25: From AI to Automation 22:58

5M ago22:58

22:58

My co-host Tyler Caskey Partner at The BeanCounters and I presented a taster of our quarterly Accounting Tech update podcast at the popular Accounting & Business Expo in Sydney. In this episode, we talk about . . . Big Software Moves: Xero retires classic invoicing and introduces drag/drop bill uploads; QuickBooks enhances Projects and Work area; M…

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The Impact of AI on SEO agencies, with Kevin Gibbons 44:55

5M ago44:55

44:55

Welcome to episode 134. I spoke to Kevin Gibbons, founding director of Re:signal, a specialist ecommerce SEO agency, driving organic search growth for clients including Under Armour, FatFace and ASICS. Kevin frequently writes/speaks within the search industry. Kevin covers: - how AI is shaking up SEO and what that means for agencies and their clien…

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Hotels of a Lifetime with Annie Fitzsimmons | CNC213 29:48

5M ago29:48

29:48

Today we are joined by National Geographic's Annie Fitzsimmons. She dropped by to share all the details about her first solo written book, 100 Hotels of a Lifetime, The World's Ultimate Retreat! About the Guest: Annie Fitzsimmons has covered hotels, travel, lifestyle, restaurants, and destinations around the world for the last two decades across ma…

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📢How to stay focused and productive | Andrew Sims 52:34

6M ago52:34

52:34

Today I’m speaking with Andrew Sims, CEO of SuiteFiles Key Learnings from this episode include: Understanding Fatigue: Decision, friction, and task fatigue impact productivity. Recognising them is the first step to overcoming them. Practical Boundaries: Setting clear work boundaries and minimising interruptions can dramatically improve focus. Calen…

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The Art of the Juggling Act with Sarah Armstrong | CNC212 41:03

6M ago41:03

41:03

Today on the podcast, Sarah Armstrong joins us once again! She is back sharing all the details on her newest book, The Art of the Juggling Act: Bite-Sized Guide for Working Parents. This book dives deep with bite-sized pieces on juggling all aspects of work, life, and parenthood. About the Guest: Sarah Armstrong has spent more than 25 years in glob…

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💪Tech, Triathlons + Tenacity: Jo Hurley’s Inspiring Story 29:55

6M ago29:55

29:55

As a female founder in fintech, Jo Hurley shares her journey as a tech entrepreneur learning from other sectors, selling her business to Deloitte, and how endurance sports fuel her personal growth. Today I’m speaking with Jo Hurley Chartered Accountant Motivational Speaker and Triathlete Key learnings from this episode include: Tech in Finance: How…

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The AI business consultancy, with Tom Head 52:52

6M ago52:52

52:52

Welcome to episode 133. I'm chatting with Founder of G3NR8, Tom Head, about how AI is impacting business. G3NR8 is a consultancy for a new age, innovating business with AI. Tom has spent two decades in digital and built multiple 7 figure agencies. He’s worked with brands such as Red Bull Racing, JP Morgan, Tesco, and The Guardian and is now helping…

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Unlocking Productivity with AI-Powered NetSuite 🚀 | Scott Wiltshire 20:58

6M ago20:58

20:58

Discover how NetSuite’s new AI-powered Text Enhance feature is revolutionising finance teams, streamlining workflows, and boosting productivity with secure, business-specific automation —all while keeping data secure. Scott Wiltshire from Oracle NetSuite shares insights into AI-driven automation, its impact on finance and operations, and why Austra…

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Good People with Gabriel Reilich and Lucia Knell | CNC211 24:28

6M ago24:28

24:28

Today, we are joined by Gabriel Reilich, the Head of Content and Innovation at GOOD and Upworthy, and Lucia Knell, the Vice President of Upworthy, to chat about their newest book, Upworthy Good People. Published by National Geographic, this feel-good book contains 101 handpicked stories of human decency. About the Guest: GABRIEL REILICH is the head…

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How to run strategic marketing campaigns for your agency 1:24:03

6M ago1:24:03

1:24:03

Welcome to episode 132. This one will be particularly interesting and useful for you if you are responsible for marketing your agency's services. Agencies are experts in the field of marketing and are always focused on our clients’ marketing success. But how often do we seek an external perspective on how we are marketing our own agency services? S…

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Sober Love with Dr. Joseph Nowinski | CNC210 32:37

7M ago32:37

32:37

Today, I’m joined by Dr. Joe Nowinski! Dr. Joe, a clinical psychologist, joined the podcast to discuss his new book, Sober Love: How to Quit Drinking as a Couple. Are you and your partner curious about sobriety or managing your drinking? Dr. Joe breaks down what the book offers: practical advice and proven strategies to help couples end their relat…

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How GenAI is transforming pharma marketing & healthcare communications 1:12:45

7M ago1:12:45

1:12:45

Welcome to episode 131. If you are a healthcare communications agency owner, or an account manager working in healthcare communications, and you're looking to stay ahead in the ever-evolving world of pharmaceutical marketing, then this episode is for you. I'm joined in the studio by Jonathan Gwillim and Kate Eversole from PharmaBrands. They are the…

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Uncommon Prayer with Heidi Smith | CNC209 17:48

7M ago17:48

17:48

Today, I’m joined by Heidi Smith! We are chatting about her book, The Uncommon Book of Prayer. Heidi is an author, a psychosomatic therapist, and a flower essence practitioner. About the Guest: Like so many others, author Heidi Smith found herself unmoored by a confluence of personal and professional trials during the peak of the COVID pandemic. Wh…

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Why agencies needs a people and culture plan, with Theresa Carter 43:16

7M ago43:16

43:16

Welcome to episode 130. I’m joined by Leadership Coach and People & Culture Consultant, Theresa Carter. Agencies are people businesses, so it's essential to the success of the agency to attract and recruit the right people with the right skills for the right roles. And this also means that, as the agency grows, the needs of the business change. For…

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Accounting Bingo 2025 🎯 34:38

7M ago34:38

34:38

🎙️ Welcome to the Accounting Apps podcast, where we spotlight trends and tools shaping the world of accounting. I'm Heather Smith, and today we’re playing a little game of Accounting Bingo for 2025! What's on the bingo card for the year ahead? We’re talking about technology, tools, and trends that are transforming our profession. Let’s dive in! 🎙️ …

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Sharing the World with The Bucket List Family’s Jessica Gee | CNC208 36:17

8M ago36:17

36:17

Welcome to 2025! As we step into the new year, we are joined by Jessica Gee from The Bucket List Family! We sat down to discuss her debut book in collaboration with National Geographic, Bucket List Family Travel, Share the World with Your Kids on 50 Adventures of a Lifetime. We chatted about the family's journey to creating the Bucket List Family c…

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Mastering client-centric account growth in 2025, with Jenny Plant 29:19

8M ago29:19

29:19

Welcome to episode 129. In this episode Jenny breaks down the three key areas to focus on if you want to maximise the growth of your existing client accounts in 2025: 1. Finding COMMERCIAL CLARITY Agencies who predictably forecast revenue growth from existing accounts are clear where to focus their team's efforts and provide sufficient time and sup…

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How to be a leader people want to follow, with Traci Schubert Barrett 51:11

8M ago51:11

51:11

Welcome to episode 128. This conversation is going to be particularly interesting for you if you’re keen to develop your leadership skills. It’s for you if you’re currently in charge of the agency and leading the whole team OR you’re leading an AM team within the agency - and you want to go from being a ‘good’ leader to being a ‘great’ leader. Foun…

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Empowering Multi-Entity Businesses: New Tools ⛏️ for Data Accuracy and Reliability | Michael Wood 43:44

9M ago43:44

43:44

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 . . . 🎯 Inn…

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Capturing the Holiday Memories with Vanessa Joy | CNC207 45:04

9M ago45:04

45:04

Today, I’m joined by my dear friend, renowned photographer, and Canon Explorer of Light, Vanessa Joy! We are discussing holiday photos, using your phone to take the best personal photos, and much more. This is a must-listen-to episode as we roll into the holiday season while you capture all the memories! About the Guest: Since 2002, Vanessa Joy has…

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Top 10 tips & insights from the podcast in 2024, with Jenny Plant 25:54

9M ago25:54

25:54

Welcome to episode 127. Thank you for listening in 2024. Looking back at this year, I’ve been reflecting on the superb guests I’ve had on the show. I thought I’d select a handful of soundbites from this year’s podcast episodes to share with you. This isn’t a comprehensive list - there have been so many standout moments - but these clips include tip…

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From College Prep to Acceptance with Dr. Pamela Ellis | CNC206 54:10

9M ago54:10

54:10

Today on the podcast, we are joined by Dr. Pamela Ellis to discuss all things navigating college admissions! With the deadlines for admission quickly approaching after the new year, we want to make sure that all our listeners and families have all the tips, tricks, and information surrounding college admission and acceptance! For our listeners, Dr.…

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Who cares about advertising? - with Brian Jacobs and Crispin Reed 42:39

9M ago42:39

42:39

Welcome to episode 126. In this episode, I chat to Brian Jacobs (Founder, BJ&A) and Crispin Reed (Founder, Skyscraper Consulting) about what’s wrong with the advertising industry. And what specifically prompted the launch of their ‘Who Cares?’ initiative, aimed at tackling the pressing issues affecting the advertising industry today. We cover: · wh…

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Accounting Tech Updates 🖥️ Third QTR ’24 1:14:45

10M ago1:14:45

1:14:45

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, …

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Calling All Swifties with Annie Zaleski | CNC205 31:52

10M ago31:52

31:52

Today on the podcast, we are joined by author Annie Zaleski! As an award-winning author, Annie has written books about several artists and has been featured in nationally accredited magazines. Today, she joined us to talk about her newest book, which covers all the ERAs of Taylor Swift. Don’t miss this conversation for sneak peeks of the book and i…

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Transforming a Professional Services Firm to $130M 💵 | Mark Orttung 49:27

10M ago49:27

49:27

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.…