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💼 Ethics, Apps & Advisory: Tech Talks with Trailblazers
Manage episode 505594878 series 1076311
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 Zealand offices.
Guests:
Alex Falcon Huerta FCCA (Soaring Falcon) https://www.linkedin.com/in/alexfalconhuerta/
Kelly Chard (GrowthMD) https://www.linkedin.com/in/kellychard/
Paul Gardner (fresh accounting) https://www.linkedin.com/in/paul-gardner-3b85322/
In this episode, we talk about . . .
- Cloud tools lower barriers for boutique firms; data enables deeper advisory.
- Lifestyle design: remote teams, digital-nomad workflows, and flexible careers.
- Global work: Hong Kong/Singapore complexities—multi-entity, multi-currency, consolidation.
- Specialisation: healthcare niche delivers powerful benchmarking and insight.
- Founders as investors: why accountants back apps they implement.
- AI: more a shift than a threat; ethics and guardrails remain paramount.
- Practical stack talk: standardising platforms, comms, and change management.
Apps & Tools Mentioned: Xero, Sage, NetSuite, SAP, Expensify, Dext, Microsoft Teams, Microsoft Copilot, Excel, WhatsApp, Brieff, Otter.ai
Contact details:
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
125 episodes
Manage episode 505594878 series 1076311
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 Zealand offices.
Guests:
Alex Falcon Huerta FCCA (Soaring Falcon) https://www.linkedin.com/in/alexfalconhuerta/
Kelly Chard (GrowthMD) https://www.linkedin.com/in/kellychard/
Paul Gardner (fresh accounting) https://www.linkedin.com/in/paul-gardner-3b85322/
In this episode, we talk about . . .
- Cloud tools lower barriers for boutique firms; data enables deeper advisory.
- Lifestyle design: remote teams, digital-nomad workflows, and flexible careers.
- Global work: Hong Kong/Singapore complexities—multi-entity, multi-currency, consolidation.
- Specialisation: healthcare niche delivers powerful benchmarking and insight.
- Founders as investors: why accountants back apps they implement.
- AI: more a shift than a threat; ethics and guardrails remain paramount.
- Practical stack talk: standardising platforms, comms, and change management.
Apps & Tools Mentioned: Xero, Sage, NetSuite, SAP, Expensify, Dext, Microsoft Teams, Microsoft Copilot, Excel, WhatsApp, Brieff, Otter.ai
Contact details:
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
125 episodes
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