Accounting Apps Podcast

Today I’m speaking with Brian Walsh, Country Manager ANZ of TOA Global formerly known as The Outsourced Accountants as part of our Community supporting Community afternoon chat. In this episode, we talk about . . . Culture has become a bit of a buzz word these days: When you refer to the word culture, what do you mean? Why is culture important within and organisation? Do ping pong tables, branded...

Today I’m speaking with Robert Hudman Managing Director of Knight Solutions In this episode, we talk about . . . The benefits of a Digital Construction Strategy The Toolbox of technology tools for the Construction Industry The distinction between the operational and accounting areas of a construction business Why Procore is his chosen platform for the construction industry Using the in-house devel...

Today I’m speaking with John Knight, Founder and MD of businessDepot In this episode, we talk about . . . The importance of taking the human approach to business A Collective referrals network The growth in micro and sole practitioners and how businessDepot is positioning itself to support them Correcting Entrepreneurs burnout and The Mongolian Glow Caring for Clients through Collaboration, Co-ope...

Today I’m speaking with Will Lopez, Head of Accountant Community of Gusto As you may recall, Will came on the podcast only a few months ago, but today he’s back to talk about a new initiative that Gusto are launching, called People Advisory™ powered by Gusto. Gusto is based in the USA describes itself as an all-in-one people platform. There are five different elements of this announcement Gusto Pr...

Yoseph West, Co-Founder and CEO of the Virtual Bank Relay joined me in July 2020 to share his journey in the AccounTech world, and the incredible accomplishment of starting a bank. In this episode, we talk about . . . The genesis of starting a virtual bank. What accountants and bookkeepers should expect from a modern future-focused virtual bank. The information the small business owner is interest...

Today’s episode is not centred around Accounting Technology, let me explain what I have lined up, and you can assess whether you are going to listen in, or skip over it. During Covid19 every afternoon I have facilitated a 4pm community chat to help support the community’s mental health and wellbeing. I recognised that many of us would have clients who are facing the reality of closing their busine...

Today I’m speaking with Troy Brown Director and co-founder of XBert In this episode, we talk about . . . The impact the GFC had on his first business, and how that was a catalyst for creating XBert. The importance of data integrity and visibility The three-way collaboration and conversation between the accountant, bookkeeper and small business owner How they are proactively listening to the audien...

Today I’m speaking with Ian Christie, CEO & Founder of BOMA Marketing In this episode, we talk about . . . How the BOMA platform works, and how it intersects with Xero. How businesses can differentiate themselves if they’re all accessing the same content The impact on SEO if multiple businesses are using the same content. How accountants and bookkeepers can support their clients through digita...

This is a bonus episode recorded for the beginning of the Australian Financial Year. Ollie Beale, Apprentice at Bookkeeping4U joined as a special guest of the Afternoon Community Supporting Community chat. You can register for future chats here or watch a live stream here . This episode is date specific, so you may want to skip ahead to the 21 minutes mark if you just want to hear the inspirationa...

Today I’m speaking with Jamie Beresford Founder and CEO of Practice Protect and Fresh Method. In this episode, we talk about . . . Accountants and IT Specialists interpret the word ‘Cloud’ differently … and this could be wasting your firm money How technology has changed for accountants and where accounting professionals can identify cost savings and efficiencies in IT Security considerations acco...

Today I’m speaking with Rosemary King, Head of Product at of Float In this episode, we talk about . . . How to find opportunities that stretch and challenge you in new directions How you go get the lay of the land and establish a plan for moving forward when you take on a prominent role in an established company. What factors influence product designers Choosing to work with people, teams and busi...

Today I’m speaking with Shanu Mehta Co-Founder of MMC Convert In this episode, we talk about . . . The four types of Entrepreneurs: Builder, Opportunist, Specialist, Innovator Surreptitiously meeting an accounting legend on her honeymoon, which changed the course of the business. The importance of quality historical data, for advisory How India is navigating the Covid19 pandemic Improving the fina...

Today I’m speaking with Liz Mason, CEO + Founder of multiple businesses including High Rock. In this episode, we talk about . . . CPA World Domination Kaizen the Japanese philosophy of continuous improvement With creative ideas and giant goals, Liz explains how she manages to juggle so many big projects Measuring your value – how to price for Modern Practices. How to build an amazing team The comp...

Today I’m speaking with Lee Duffield, General Manager of All in Advisory. In this episode, we talk about . . . Choosing the best of breed in software for a 100% modern future-focused cloud-based firm Helping their clients use innovative modern tools through App Advisory How vendors can connect with accountants and bookkeepers through drip-feeding content across social media How they scope, select...

Today I’m speaking with Amy Holdsworth, CEO & Founder of Clarity Street In this episode, we talk about . . . Recommendations for someone wanting to start a modern future-focused cloud practice. Fast and Furious implementations that could provide some quick capacity wins Juggling change management, how to get the decision-makers across the line? Advice for someone in an old school firm that wan...

Today I’m speaking with Luis Sanchez , General Manager of Receipt Bank Australia   In this episode, we talk about . . . Luis childhood in Guatemala, Mexico and Argentina, through to Harvard Business School and now in Sydney, where he enjoys the community role of a Nippers Age Manager at the local surf club. How Team Orange the Receipt Bank team are navigating the Covid 19 pandemic Common traits of...

Today I’m speaking with Will Lopez Head of Accountant Community at Gusto In this episode, we talk about Why you should “Educate, Guide Now, and Earn Later” during the Global Crisis What is involved in the role of a community Manager, and how Will is empowering the community How Truly Lazy people can Make Multiple Pieces of Content? How Accountants and Bookkeepers can step into an advisor role mid-...

We are going through quite challenging times, and I’ve asked Nick, as a leader in the EcoSystem space to join me to share his insights and perspectives on: How businesses in the ecosystem can pivot, pirouette, or adapt to the Covid 19 crisis We also discuss the challenges of keeping a remote workforce productive and engaged during such stressful times. What he has learnt from working from home How...

Today I’m speaking with Ryan Lazanis Founder of Future Firm. In this episode, we talk about . . . How do you create the best customer experience possible. How you create a scalable modern firm that can sell. Helping firms implement a strategic plan, set up goals, and maintain focus. Some of his favourite technology tools, including Team Works, Xero, Practice Ignition, Spark Hire, Zoom, and Slack....

Paul Murray co-founder of Account – Kit joined me to talk about . . . His surprisingly in-depth knowledge of Disneyland and his background as a computer game artist, the ongoing challenges of modernising a server-based practice, and Building tools needed for the Accounting Practice - Murray Business Solutions and commercialising them into a solution called Account Kit Leveraging his background as...

Lance Rubin of Model Citizn joined me to talk about . . . The journey from being a Chartered Accountant to a Cash Flow Financial Modeller How Lance tackles simple financial modelling problems to make an informed, relevant and purposeful decision with insight. And yet - with all the data and technology – why making decisions is still difficult Questions accountants can ask their clients and How bus...

Natalie Lennon from Two Sides Accounting joined me to talk about . . . How she started a 100% cloud-based practice What Accounting Apps she uses to Automate her practice How she offers Apps Advisory to her clients How she is using Zapier to connect a number of solutions  Natalie's commitment to helping the Love Mercy Foundation and the Cents for Seeds program for each new client onboarded. Subscri...

Today I’m speaking with serial entrepreneur Michael Ly -  CEO of a number of businesses including Reconciled In this episode, we talk about . . . How Michael stays focused on working on his businesses, rather than in his businesses. The complexities of navigating different cultures in the work environment, How starting a new business gets easier each time, as you learn from past experiences. Micha...

Today I am speaking with David Cristello CEO and Founder from JetPack Workflow In this episode, we talk about . . . Why he created a company to build a Workflow and CRM solution for practices What some of his favourite features and reports are within JetPack Workflow The importance of asking better questions, to uncover real issues. The longest milkshake analogy ever told on an accounting podcast!...

Today I am speaking with Nick Sinclair from TOA Global . In this episode, we talk about * What outsourcing and offshoring are, and what they involve * The different size business models leveraging offshoring * the importance of building offshoring into your people strategy, and incorporating ongoing training for all staff * Why TOA Global choose to base their operations in the Philippines, and how...