Parhaat Accounting Technology Podcastit (2024)

1
Accounting Tech Updates Third QTR '24 1:14:45

17d 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, …

1
Transforming a Professional Services Firm to $130M | Mark Orttung 49:27

24d 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.…

1
Empowering Customers through AI Innovations | Brian Chess 24:18

1M 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…

1
Navigating the NetSuite Ecosystem with Approval Max's CRO, Matt Lowry 15:47

1M 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…

1
How AI-Driven Efficiency Is Revolutionising Business Processes | James Chisham 21:53

1M 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…

1
Manufacturer's Journey to Modernise with NetSuite | Bruce Fitzgerald 21:15

2M 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…

1
Unlocking Productivity Gains | Meredith Rowan 29:04

2M 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…

1
Embracing AI Innovations in NetSuite | Scott Wiltshire 38:12

2M 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…

1
From Honky Tonks to Tech: Nashville Xerocon 2024 Recap 37:31

2M 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…

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

4M 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…

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

4M 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…

1
Developing and keeping a competitive advantage | TIF24 40:29

4M 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

4M 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…

1
Building Your Startup's Profile with 📺Media | TIF24 26:35

5M 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

5M 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,…

1
🌟 Scale your business on Xero without needing a dozen other Apps and Add-ons 45:01

5M 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 …

1
How to protect your business with stronger financial controls | ApprovalMax + Xero 56:12

5M 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

6M 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…

1
Unravelling the future of AccounTech Sydney Xerocon 2023 🌐 44:43

6M 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…

1
Accounting Tech Updates May’24 : 🛠️Exploring Inventory, Practice Management, and Must-Try Apps 58:08

6M 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…

1
🔄 Automating and simplifying the complexities of Lease Accounting | Adam Riches 50:13

6M 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…

1
Industry Disrupting CFO Advisor Kicking Goals ⚽ | Sarah Lawrance 36:04

7M 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

7M 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…

1
🤖💼 The FAB Debate: AI vs The Human Touch in Accounting | Samuel Green 24:25

7M 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 Greene emphasises AI's potential for efficiency and insights - Both agree AI can streamline repeti…

1
📣 Live from the Festival of Accountants and Bookkeepers! 34:53

7M 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(…

1
Developing a Migration Strategy from WorkflowMax by Xero 58:23

7M 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…

1
Unlocking Accounting Innovations: Live Banking, Global Solutions, Reporting Updates, and Xero's Invoicing Evolution Unveiled 54:14

9M 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 …

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

9M 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.…

1
Improving Data Quality and Practice Management through Innovation | Jonathan Gaunt 50:34

9M 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…

1
The Devastating British Post Office's Point of Sale Scandal| Tom Herbert 42:06

10M 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…

1
Accounting Industry Trends to Watch in 2024 | Tyler Caskey 49:34

10M 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…

1
An Accountant's Manifesto: David Boyar's Journey to Transform the Profession 45:59

10M ago45:59

45:59

The biggest kept secret in the Australian accounting industry: The acquisition of Change GPS by Access Group. This episode is kindly sponsored by Employment Hero: The All in One HR, Payroll & Benefits Platform https://employmenthero.com/ Translucent The Multi-Entity Accounting solution https://www.translucent.io/ In this episode - David Boyar refle…

1
Kicking Off 2024: Adventures, Insights, and Changes from Heather Smith 10:01

10M ago10:01

10:01

The big news is I'm rebranding the Cloud Stories podcast to the Accounting Apps podcast (fingers crossed) In this episode, I talk about . . . Summer adventures with family and Chester the Border Collie in Elanora and Crows Nest Catching up on admin backlog and office makeover Website update with recent photos and videos Rebranding Cloud Stories pod…

1
Security Risks Update - August 2023 19:43

10M ago19:43

19:43

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the current security and technology risks that accounting, tax, and other financial firms face.Kirjoittanut CPA Practice Advisor

1
Review of Microsoft Copilot 21:05

10M ago21:05

21:05

Technologists Randy Johnston and Brian Tankersley, CPA, discuss Microsoft Copilot, an AI-powered tool that combines the power of large language models (LLMs) with your data in the Microsoft Graph—your calendar, emails, chats, documents, meetings, and more.Kirjoittanut CPA Practice Advisor

1
Accounting Automation with Guest Jason Richelson of Bookkeep 37:40

10M ago37:40

37:40

Technologists Randy Johnston and Brian Tankersley, CPA, discuss accounting automation tech with the co-founder of Bookkeep, Jason Richelson.Kirjoittanut CPA Practice Advisor

1
Safeguarding Client Data: IRS Pub 4557 WISP 23:08

10M ago23:08

23:08

Technologists Randy Johnston and Brian Tankersley, CPA, discuss client data security and the new FTC Safeguards Rule: IRS Pub 4557 (aka WISP).Kirjoittanut CPA Practice Advisor

1
The Technology Accounting Firms Use: AFOT Survey 2023 23:31

10M ago23:31

23:31

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the 2023 Accounting Firm Operations and Technology Survey (AFOT).Kirjoittanut CPA Practice Advisor

1
Audit Technology and Data: Conversation with Jeff Gramlich of Validis 33:08

10M ago33:08

33:08

Technologists Randy Johnston and Brian Tankersley, CPA, talk with Jeff Gramlich of Validis about changes in audit technology and the role of data.Kirjoittanut CPA Practice Advisor

1
Update on the Verizon Data Breach - July 2023 23:24

10M ago23:24

23:24

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the recent Verizon data breach and what firms need to know and do to protect their firm and client data.Kirjoittanut CPA Practice Advisor

1
Recap of Scaling New Heights Conference 2023 19:41

10M ago19:41

19:41

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the recent Scaling New Heights accounting conference.Kirjoittanut CPA Practice Advisor

1
Intro to Outsourcing 24:12

11M ago24:12

24:12

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the pros and cons, as well as the technologies and liabilities, of outsourcing tax and accounting tasking.Kirjoittanut CPA Practice Advisor

1
Technology Governance 22:37

11M ago22:37

22:37

Technologists Randy Johnston and Brian Tankersley, CPA, discuss models for technology governance.Kirjoittanut CPA Practice Advisor

1
Review of Data Driven Audit Technology Trends 25:44

11M ago25:44

25:44

Technologists Randy Johnston and Brian Tankersley, CPA, discuss technology trends for audits.Kirjoittanut CPA Practice Advisor

1
Recap of AICPA's ENGAGE Conference 2023 24:03

11M ago24:03

24:03

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the 2023 AICPA Engage conference. The largest annual event by the AICPA, Engage brings together professionals in all areas of practice for education, networking, and other events.Kirjoittanut CPA Practice Advisor

1
Review of Data Snipper 18:16

11M ago18:16

18:16

Technologists Randy Johnston and Brian Tankersley, CPA, discuss DataSnipper, an Intelligent Automation Platform within Excel that accelerates Audit and Finance teams' productivity.Kirjoittanut CPA Practice Advisor

1
Wrap up of 2023 36:42

11M ago36:42

36:42

2023 has been a brilliant technicolour year for me, and I’m delighted to end it on yet another high, hitting 20 000 podcast episode downloads during the year. As an accountant I do like a nice round number. Thank you to the many listeners, especially those who hit the subscribe button. Thank you to the many guests who graciously share their time wi…

1
How AI Uses Large language Models 21:28

11M ago21:28

21:28

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the role that large language models play in AI.Kirjoittanut CPA Practice Advisor

1
The Truthiness of AI 17:20

11M ago17:20

17:20

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the content quality in various AI generative content systems.Kirjoittanut CPA Practice Advisor

1
Generative AI: Dall-E and MS-Designer 18:17

11M ago18:17

18:17

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA discuss artificial intelligence generators Dall-E and MS-Designer.Kirjoittanut CPA Practice Advisor

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