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Heather Smith | Accountant Podcasts

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Accounting Apps Podcast

Heather Smith | Accountant & Storyteller

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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 tha ...
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Chaos N' Cookies

Heather Greco

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Following the crumbs in the chaos is a full time job. As a busy mom of three and keeping it weird in Austin, Texas, it’s safe to say that my life is never boring. In addition to running my coaching business as C’N’C’s CEO, I’m a certified coach for a premier virtual fitness and nutrition program helping others feel better while sustaining a healthy lifestyle. My mom and dad are thrilled that I’m putting my Exercise Science degree to good use. Along with my experience training pro athletes, S ...
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Xero’s Chief Product & Tech Officer Diya Jolly shares product highlights from Xerocon, how AI is shaping features, and what drives her mission to empower small businesses globally. Summary Today I’m speaking with Diya Jolly, Chief Product & Technology Officer at Xero In this episode, recorded live at Xerocon Brisbane inside a blue Kombi van we talk…
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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 Zeal…
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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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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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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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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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Heather Smith and Tyler Caskey explore major Q2 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. 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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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🎙️ 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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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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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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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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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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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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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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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.…
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Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Brian Chess, SVP Technology and AI, of Oracle NetSuite. Brian oversees the development and oper…
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Today on the podcast, we are joined by author Tracey West! Celebrating 10 years of The Dragon Master Series, NYT’s best-selling author Tracey and Scholastics Branches are debuting The Epic Guide to Dragon Masters. We got to chat about the series as a whole, why dragons are so fascinating, and where the series is headed! About the Guest: Tracey West…
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Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Matt Lowry, Chief Revenue Officer | GTM Leader at ApprovalMax. Matt is a commercially-minded an…
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Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with James Chisham, Vice President Product Management at Oracle NetSuite. James has been instrumenta…
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Today on the podcast, we are joined by Kash Rocheleau, CEO of Icon Foods! We had an opportunity to talk about Kash’s current roles as CEO, mom, and wife. Finding the balance between being a full-time working mom and ensuring that the example she sets for her children and coworkers makes a difference in future generations and workplaces. About the G…
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Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Bruce Fitzgerald, CEO, Extel Technologies, a NetSuite customer. Bruce is keenly focused on syst…
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Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Meredith Rowan, Group Vice President ANZ + ASEAN, Applications, Oracle. Meredith leads the stra…
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Today on the podcast, we are joined by the amazing Catenya McHenry! This conversation has been a year in the making and is worth the wait! Cat joins the podcast to discuss her journey with divorce and single parenthood, as well as her book and podcast. We peeled back the layers on both of our own personal journeys and how we are coping with life af…
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Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In today’s episode, I speak with Scott Wiltshire, Vice President & GM, Oracle NetSuite ANZ. Scott is keen to help customers a…
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Join me as I recount my journey through the vibrant Nashville Xerocon, where country spirit and tech innovation collided. In this episode, I cover: My personal takeaways from the conference Insights from the Nashville Xerocon and key product announcements Innovation from the exhibitor floor Behind the scenes of speaking at my first International Xe…
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Today on the podcast, we are joined by pit master, Big Moe Cason! Big Moe joins the podcast to discuss his journey with BBQ, his inspirations, his leap to becoming a full-time pit master, and his debut cookbook, Big Moe’s Big Book of BBQ. About the Guest: In 2005, after a career in the Navy and then as a water treatment operator, Moe Cason began co…
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Today on the podcast, we are joined by children’s book author Jen Kirkley! Jen joins the podcast to discuss her debut book, William DoGooder and the Trail of Friends, which showcases to children that their differences are their strengths. About the Guest: Jen Kirkley is a wife and mother of four who works as a physician assistant in cardiothoracic …
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Today on the podcast, we are joined by Dr. Neal Barnard! Dr. Barnard is sharing all the information about power foods and diving into his newest book, The Power Foods Diet, which encourages people to eat, not to stop eating! Power foods are beneficial not only to adults but also to the family as a whole! About the Guest: Neal D. Barnard, MD, FACC, …
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We're Back! Get ready for another season! New episodes dropping bi-weekly starting on August 20th! About the Host: Following the crumbs in the chaos is a full-time job as a Productivity Coach. As a busy mom of three and the founder of Chaos N’ Cookies, keeping moms from crumbling is my main objective. After gaining 10+ years of experience as a Dire…
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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…
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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 Austral…
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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 hi…
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