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From 27 Xero Files to NetSuite Powerhouse 🧠|Dianna Butterworth

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Manage episode 516379177 series 1076311
Content provided by Heather Smith | Accountant & Storyteller and Heather Smith | Accountant. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Heather Smith | Accountant & Storyteller and Heather Smith | Accountant or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dianna Butterworth, CFO of Keiser Australia shares the move from 27 Xero files to NetSuite, improving scalability, budgeting, and team empowerment.

Summary

Today I’m speaking with Dianna Butterworth, CFO of Keiser Australia s

In this episode, we talk about . . .

Background: Dianna’s path from financial advisor and entrepreneur to CFO
Company Overview: Keiser Australia is a physiotherapy-led strength training provider with 31 clinics
Initial Challenge: Managing 27 separate Xero files across clinics
Solution Chosen: NetSuite ERP with implementation by Anexa
Key Outcomes:

  1. Replaced 80+ spreadsheets with NetSuite Planning and Budgeting
  2. Improved team efficiency, moving from 1:5 to 1:12 clinic-to-bookkeeper ratio
  3. Faster monthly reporting and greater data visibility
  4. Budget cycle shortened from six months to one to two months

Integrated Tools: Celigo, Zone & Co, ExpenseMe
Conference Takeaways: Upcoming AI features in NetSuite and the value of peer networking
Advice to CFOs:

  • Invest early in scalable systems
  • Prioritise agility as much as accuracy
  • Build confidence in the numbers to support growth
🧰 Apps & Tools Mentioned:

NetSuite, Xero, NetSuite Planning and Budgeting, Celigo, Zone & Co, ExpenseMe, ApprovalMax, Rippling, Blue Collar Cloud Solutions

⏱️ Timelines

00:00 – Welcome and Introduction: Meet Dianna Butterworth, CFO of Keiser Australia
01:40 – Career Journey: From cufflinks to CFO
03:55 – About Keiser: What the business does and how it helps Australians
06:40 – Before NetSuite: The chaos of 27 Xero files
09:10 – Choosing NetSuite: Finding the right ERP for growth
11:30 – Empowering the Team: Moving from manual tasks to analysis
13:45 – Budgeting Breakthrough: Ditching spreadsheets for better planning
16:00 – Role of Anexa: Importance of a strong implementation partner
18:35 – Tech Stack Deep Dive: Celigo, Zone & Co, ExpenseMe
21:00 – Budgeting Speed: From six months to one month
23:30 – Advice for CFOs: Invest early and trust your data
25:20 – Insights from SuiteWorld: AI, networking and lifelong learning
28:10 – Wrapping Up: Thinking big and enjoying the journey

Contact details:

L: https://www.linkedin.com/in/dianna-butterworth-9088947a/

NetSuite: https://www.netsuite.com.au

SuiteWorld: https://www.netsuitesuiteworld.com

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

X: https://twitter.com/HeatherSmithAU

  continue reading

128 episodes

Artwork
iconShare
 
Manage episode 516379177 series 1076311
Content provided by Heather Smith | Accountant & Storyteller and Heather Smith | Accountant. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Heather Smith | Accountant & Storyteller and Heather Smith | Accountant or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dianna Butterworth, CFO of Keiser Australia shares the move from 27 Xero files to NetSuite, improving scalability, budgeting, and team empowerment.

Summary

Today I’m speaking with Dianna Butterworth, CFO of Keiser Australia s

In this episode, we talk about . . .

Background: Dianna’s path from financial advisor and entrepreneur to CFO
Company Overview: Keiser Australia is a physiotherapy-led strength training provider with 31 clinics
Initial Challenge: Managing 27 separate Xero files across clinics
Solution Chosen: NetSuite ERP with implementation by Anexa
Key Outcomes:

  1. Replaced 80+ spreadsheets with NetSuite Planning and Budgeting
  2. Improved team efficiency, moving from 1:5 to 1:12 clinic-to-bookkeeper ratio
  3. Faster monthly reporting and greater data visibility
  4. Budget cycle shortened from six months to one to two months

Integrated Tools: Celigo, Zone & Co, ExpenseMe
Conference Takeaways: Upcoming AI features in NetSuite and the value of peer networking
Advice to CFOs:

  • Invest early in scalable systems
  • Prioritise agility as much as accuracy
  • Build confidence in the numbers to support growth
🧰 Apps & Tools Mentioned:

NetSuite, Xero, NetSuite Planning and Budgeting, Celigo, Zone & Co, ExpenseMe, ApprovalMax, Rippling, Blue Collar Cloud Solutions

⏱️ Timelines

00:00 – Welcome and Introduction: Meet Dianna Butterworth, CFO of Keiser Australia
01:40 – Career Journey: From cufflinks to CFO
03:55 – About Keiser: What the business does and how it helps Australians
06:40 – Before NetSuite: The chaos of 27 Xero files
09:10 – Choosing NetSuite: Finding the right ERP for growth
11:30 – Empowering the Team: Moving from manual tasks to analysis
13:45 – Budgeting Breakthrough: Ditching spreadsheets for better planning
16:00 – Role of Anexa: Importance of a strong implementation partner
18:35 – Tech Stack Deep Dive: Celigo, Zone & Co, ExpenseMe
21:00 – Budgeting Speed: From six months to one month
23:30 – Advice for CFOs: Invest early and trust your data
25:20 – Insights from SuiteWorld: AI, networking and lifelong learning
28:10 – Wrapping Up: Thinking big and enjoying the journey

Contact details:

L: https://www.linkedin.com/in/dianna-butterworth-9088947a/

NetSuite: https://www.netsuite.com.au

SuiteWorld: https://www.netsuitesuiteworld.com

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

X: https://twitter.com/HeatherSmithAU

  continue reading

128 episodes

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