Heather

About Heather Smith

Heather Smith can help your business deliver powerful, engaging and educational content, through guest blog posts, educational instructions, video creation, podcasts, and social media blasts. She hosts the #1 independent Cloud Stories podcast Cloud Stories, authored Xero for Dummies, produces easy to follow videos on her YouTube channel and hosts the Cloud Accountants and Advisors Meetup and Xero Mastermind Facebook group. As a chartered accountant and chartered certified accountant and certified Xero & MYOB software advisor she has the knowledge, expertise and credibility to talk about your business solution to the accounting and bookkeeping community.

Presentation topics

I curate and deliver key information to you in digestible format. Insights gained from my client work, are woven into my writing and presentations, so they are brimming with lots of realistic, practical advice. Consider booking me to speak at your next business function, and let the stories come to life. I take great pride [...]

2017-03-01T14:27:33+00:00 October 2nd, 2016|0 Comments

How to project manage a mass conversion of MYOB files to Xero

How to project manage a mass conversion of MYOB files to Xero I was recently tasked with the opportunity to convert 55 MYOB files to Xero. This was a large number of files to move across to Xero and prior planning, batch processing, task allocation, training and an amazing team of support from the client, [...]

2017-03-01T14:27:34+00:00 September 26th, 2016|6 Comments

Preparation of the MYOB files for conversion to Xero by Jet Convert

I've used JetConvert to assist me with over 60 conversion processes. If I have a large number of files to convert I contact them ahead of the planned date and let them know. To prepare the MYOB files for conversion it’s necessary to undertake the following activities. Please note many of the activities listed below do [...]

2017-03-01T14:27:36+00:00 September 23rd, 2016|2 Comments

Differences in the MYOB and Xero chart of accounts

Differences in the MYOB and Xero chart of accounts Here are a number of observations around the differences in the way MYOB and Xero chart of accounts work. This is useful to understand if you are assessing which system you would like to work with. Account Numbers Xero account numbers are completely wild and free [...]

2017-03-01T14:27:37+00:00 September 23rd, 2016|1 Comment

Lessons learnt from Xerocon 2016

Panel of speakers: To be announced. I’m seeking three Xerocon 2016 attendees from different focus groups (accountant, bookkeeper, integrator, developer, business owner) to talk to the topics below. Please contact me if that is you! Our panel will chat about:  •  Lessons learnt from Xerocon 2016  •  Highlights of Xerocon •  QandA from the audienced  Who would benefit from attending:  •  Xero Heroes • 

2017-03-01T14:27:38+00:00 September 16th, 2016|0 Comments

IQBOXY v Expensify v AppsForOps v Nexonia v Abukai v Webexpenses

Cloud expense reimbursement solutions that integrate with Xero ... minimise the friction around staff expense claims. When researching a solution the specific requirements I had included: Smart phone access; The direct supervisor needed be notified that the direct subordinate has prepared and submitted expense claims for approval; Restrict unnecessarily accessing to data of other staff; Expense claim [...]

2017-03-01T14:27:40+00:00 September 14th, 2016|0 Comments

Deep diving into Xero’s business performance dashboard

One of those new features Xero has introduced is the Business Performance dashboard. It is a suite of standard and advanced ratios of your business. A first glance the dashboard gave me flashbacks at those ratios I had to learn for the many accounting exams I sat. What do they mean for you? In reality many [...]

2017-03-01T14:27:41+00:00 September 14th, 2016|0 Comments

Education businesses and Xero

There are currently four solutions listed on the Xero marketplace that connect with Xero. Here is some research I did on them. Yes the page has stretched a bit because I used a table - I hope you can read it ok. Wisenet: http://www.wisenet.co/add-ons/xero   Arlo: https://www.arlo.co/features/training-and-event-management-software-for-xero JobReady: http://www.jobready.com.au/jobready-xero-integration/   aXcelerate: http://www.axcelerate.com.au/axcelerate-xero-integration/ Do you have [...]

2017-03-01T14:27:42+00:00 May 10th, 2016|0 Comments

Marketplace Platforms and Xero

  If you think of solutions like AirBNB, Uber, Etsy, Kickstarter, IndieGoGo, AirTasker, Fiverr, Lyft, TaskRabbit and Freelancer these businesses run on a MARKETPLACE PLATFORM.  The business that facilitates the marketplace platform OWNS the transaction, not the goods or services sold. So AirBNB does not own accommodation, Uber do not own cars, and Etsy does [...]

2017-03-01T14:27:43+00:00 May 9th, 2016|0 Comments