Best Heather Smith | Accountant & Storyteller Podcasts (2025)

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🚐 Diya Jolly on Leadership, Innovation & Harnessing AI for Small Biz Success 14:20

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1h ago14:20

14:20

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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💼 Ethics, Apps & Advisory: Tech Talks with Trailblazers 52:13

13m ago52:13

52:13

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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AI Leadership Advantage for Accountants 18:55

19d 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

19d 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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The accountant as the storyteller: Creating ⚡impactful presentations | Karbon 42:44

1M 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

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

2M ago1:00:39

1:00:39

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

3M 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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🔍 From SMSF to AI Tax Workpapers: Automating Compliance & Workflows 45:42

4M 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 to End the Wild West of Cloud Integrators ⚙️ | Ryan Pearcy 37:03

5M 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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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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🚀 Accounting Tech Updates 1st QTR 25: From AI to Automation 22:58

6M 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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📢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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💪Tech, Triathlons + Tenacity: Jo Hurley’s Inspiring Story 29:55

7M 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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Unlocking Productivity with AI-Powered NetSuite 🚀 | Scott Wiltshire 20:58

7M 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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Accounting Bingo 2025 🎯 34:38

8M 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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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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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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Transforming a Professional Services Firm to $130M 💵 | Mark Orttung 49:27

11M 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.…

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Empowering Customers through AI Innovations 🤖 | Brian Chess 24:18

11M ago24:18

24:18

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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Navigating the NetSuite Ecosystem 🌿 with Approval Max’s CRO, Matt Lowry 15:47

11M ago15:47

15:47

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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⚙️ How AI-Driven Efficiency Is Revolutionising Business Processes | James Chisham 21:53

11M ago21:53

21:53

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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Manufacturer’s Journey to Modernise 💻 with NetSuite | Bruce Fitzgerald 21:15

11M ago21:15

21:15

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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Unlocking Productivity Gains 🧩 | Meredith Rowan 29:04

12M ago29:04

29:04

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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Embracing AI Innovations 💡 in NetSuite | Scott Wiltshire 38:12

12M ago38:12

38:12

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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From Honky Tonks to Tech: Nashville Xerocon 2024 Recap 📱 37:31

1y ago37:31

37:31

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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Exploring Zoho’s Integrated Platform🐝 | Val Steed 1:01:26

1y ago1:01:26

1:01:26

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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Accounting Technology Updates: 🌐 Bridging the Technology Learning Gap, Zoho Expansion, the Evolving Payroll Landscape, and More 1:02:05

1y ago1:02:05

1:02:05

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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🏆 Developing and Keeping a Competitive Advantage | Philip Fierlinger 40:29

1y ago40:29

40:29

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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Navigating the Startup Ecosystem: How Accountants Can Thrive in the High-Growth Tech Space 🚀 | TIF24 20:00

1y ago20:00

20:00

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 Orc…

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Building Your Startup’s Profile with 📺Media | TIF24 26:35

1y ago26:35

26:35

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 spe…

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Scaling to 7 Figure: 💡Enhancing Your Fractional CFO Services | Michael King 39:53

1y ago39:53

39:53

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,…

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🌟 Scale your business on Xero without needing a dozen other Apps and Add-ons 45:01

1y ago45:01

45:01

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 the Australian spend management platform Weel. It’s called: “Scale your business on Xero without needing a dozen other Apps and …

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How to Protect 🛡️ Your Business with Stronger Financial Controls | ApprovalMax + Xero 56:12

1+ y ago56:12

56:12

Financial controls enable accountable growth by distributing responsibility across teams… Today I’m speaking with: Meena Berry, Senior Partnership Manager, Xero Cassandra Scott, Head of Bookkeeping, ApprovalMax Brendan Lucas, Head of Accounting, ApprovalMax In this episode, we discuss: - ApprovalMax & Xero survey results revealing many businesses l…

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🌍 A Global Journey in Accounting Technology Marketing | Damien Greathead 50:20

1+ y ago50:20

50:20

Today I’m speaking with Damien Greathead Head of Marketing - Accountant & Advisor Group, Intuit Australia Our guest is a dynamic sales and marketing leader who excels in helping venture-funded software companies build robust sales and marketing functions. With a specialised focus on the accounting and fintech verticals, he has a proven track record…

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Unravelling the future of AccounTech Sydney Xerocon 2023 🌐 44:43

1+ y ago44:43

44:43

Today, I’ve something exciting to share with you. You know how you get excited when a lost Beatle or Nirvana track is found, well the extraordinary Alexi Boyd uncovered the audio of a panel discussion from Sydney Xerocon PreXerocon 2023. I honestly thought I’d never hear it again, and then mid March she sent me a copy - making me a very happy podca…

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Accounting Tech Updates May’24 : 🛠️Exploring Inventory, Practice Management, and Must-Try Apps 58:08

1+ y ago58:08

58:08

Heather Smith and Tyler Caskey discuss feature and functionality releases, new integrations, pricing adjustments, and acquisitions in the Accounting Apps space during March, April, May ‘24. Today I’m speaking with Tyler Caskey Partner at The Bean Counters. In this episode, we talk about . . . News and updates from Xero, QuickBooks & MYOB were discu…

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🔄 Automating and simplifying the complexities of Lease Accounting | Adam Riches 50:13

1+ y ago50:13

50:13

Today I’m speaking with Adam Riches, CEO & Co-Founder of Netgain In this episode, we talk about . . . - Adam Riches discusses the new lease accounting standards IFRS 16 and ASC 842, and how Netgain helps clients navigate the complexities - Riches shares how Netgain automates lease data extraction from contracts using AI to save accountants time - T…

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Industry Disrupting CFO Advisor Kicking Goals ⚽ | Sarah Lawrance 36:04

1+ y ago36:04

36:04

Today I’m speaking with Sarah Lawrance, Founder & CEO of Hot Toast. In this episode, we talk about . . . - Sarah Lawrance shares her journey from childhood fascination with business to becoming a Certified Practicing Accountant (CPA) and founding her firm Hot Toast - Lawrance discusses her formative career experiences in Australia, London and fast-…

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🥊 Excel vs Software Battle: Fighting it Out Over the Future of Accounting Tech 29:39

1+ y ago29:39

29:39

- Heather Smith moderates a debate between accounting software pioneer Michael Wood and tech strategist John Toon on the pros and cons of Excel vs Software - Michael argues that while Excel excels for individual tasks, software is better suited for collaboration and building efficient workflows for businesses - John counters that users, not the too…

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🤖💼 The FAB Debate: AI vs The Human Touch in Accounting | Samuel Green 24:25

1+ y ago24:25

24:25

Today I’m debating Samuel Green, UK Partnership Account Executive of Employment Hero on AI vs the human touch in accounting at the Festival of Accountants and Bookkeepers - Smith argues the human touch is crucial for customer service and empathy while Green emphasises AI's potential for efficiency and insights - Both agree AI can streamline repetit…

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📣 Live from the Festival of Accountants and Bookkeepers! 34:53

1+ y ago34:53

34:53

Heather Smith shares interviews from the Festival of Accountants and Bookkeepers in Birmingham, including conversations about launching a UK version of XBert, the funding journey of a founder, updates on Sage products, and Richard Sergeant's advice for vendors. Insights cover compliance, automation, growth and more. - Interview with Will Rush - GM(…

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Developing a Migration Strategy 📑 from WorkflowMax by Xero 58:23

1+ y ago58:23

58:23

Today I’m sharing with you a webinar I hosted on behalf of Projectworks and WorkGuru that provides an overview of alternatives to WorkflowMax by Xero as it reaches end of life 26 June 2024. The panellists who joined me were: Heidi Seal Ops Consultant at Business Sense (NZ) Matthew Peng Founder at Business Continuum Matt Hayter Co-Founder at Project…

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Unlocking 🔓 Accounting Innovations: Live Banking, Global Solutions, Reporting Updates, and Xero’s Invoicing Evolution Unveiled 54:14

1+ y ago54:14

54:14

Tyler Caskey, Partner at The Bean Counters joins me in this episode. Here are five interesting insights we talk about in the show: 1. Live Banking and Direct Digital Receipting: Tools like Weel and Airwallex enable real-time banking transactions, while solutions like Slyp and Tyro streamline payment processes by sending receipt details directly to …

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Full Stack Mastery 🥇 – Elevate your Practice with XBert | Cassandra Scott 1:17:32

1+ y ago1:17:32

1:17:32

Today I’m speaking with Cassandra Scott, Director of Laurus Bookkeeping In this episode, we talk about . . . - Delve into how Xbert leverages AI to scrutinise client accounting data, spotlighting over 80 potential anomalies and risks. - Discover the power of automating routine tasks such as payroll, BAS, and bookkeeping with standardised workflows.…

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Improving Data Quality and Practice Management through Innovation 🤝 | Jonathan Gaunt 50:34

1+ y ago50:34

50:34

Today I’m speaking with Jonathan Gaunt, co-founder of of Socket Digital, Xavier Analytics & FD Works In this episode, we talk about . . . Jonathan's transition from corporate accounting to entrepreneurship, embracing new opportunities and control over his career. Insights from working with Dragon's Den investor Richard Farleigh, focusing on solutio…

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The Devastating British Post Office’s 📮 Point of Sale Scandal| Tom Herbert 42:06

1+ y ago42:06

42:06

In this episode, Tom Herbert, technology editor at Accounting Web, shares his insights on the British Post Office scandal, which has been ongoing for decades, ruining the lives of many subpostmasters. Heather and Tom discussed the problems with the Post Office's Fujitsu Horizon point of sale system implementation, leading to unbalanced reconciliati…

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Accounting Industry Trends 📈 to Watch in 2024 | Tyler Caskey 49:34

1+ y ago49:34

49:34

Today I’m speaking with Tyler Caskey, Partner at The Bean Counters In this episode, we talk about . . . Accounting industry trends in 2024 Crafting accounting stories for clients, marketing and career coaching. AI, Automation & ChatGPT in accounting. Remote work trends and virtual teams in the accounting industry. Pay raises, career progression, an…