"The first thing that we needed to understand was what our customers really needed: how they needed to work with us to solve when an issue arose, when something maybe didn't work as expected. The main thing has been being there for our users, and obviously at the start when we were just scaling, [...]
Here are some speaking tips. My role is to educate, entertain, engage, and keep the energy going until the end of the day. There's a running sheet, but there's also flexibility. I always repost photos of myself on stage, and then my brilliant assistant embeds the LinkedIn post on my website https://heathersmithsmallbusiness.com/speaker/ it means the [...]
The accountech space kept the momentum with real-world stories this June. AI insights, bold moves in client service and strategic operations; if you've been wondering how firms are operating beyond the buzzwords, this month's top 10 gets you covered. Here are the most-clicked articles from the Accounting Apps newsletter: #1 Changing Job Management Software [...]
Discover how accountants and advisors delved into innovative strategies to enhance client value this month. Here are the standout articles from the Accounting Apps newsletter to ensure your technology stack is prepared for the future: #1 How Walker Wayland Deliver Value to Clients With Fathom | (Fathom Blog) How do top-tier firms deliver measurable [...]
Why You Should Charge for the Initial Meeting (created by ChatGPT to test a Zap!) If you're running a service-based business—especially in accounting or advisory—you’ve likely been asked to offer a “quick chat” or a “free discovery session.” While it may seem like a nice gesture or a clever marketing tactic, offering free initial meetings [...]
"I would challenge the words account and accountant, because we are no longer just looking at the financial data. I think the expectation is to look at the business data holistically and become a trusted advisor for the business owner". – Viral Kanabar, Co-founder, Cloudoffis. "You are actually there to understand the nuances of [...]
"For me, cash flow is about understanding how that money is moving in and out of your business and what's going to happen in the future". – Colin Hewitt, Founder & CEO, Float. Today I’m speaking with Colin Hewitt, Founder & CEO of Float. Colin shares how AI-powered cash flow forecasting helps fractional CFOs [...]
This April, accountants and advisors embraced new insights into budgeting flexibility, AI-driven efficiency, cost-cutting strategies and smarter financial management. Here are the standout articles from the Accounting Apps newsletter this month: #1 7 Cost-Cutting Strategies Every Construction Business Should Know | (WorkGuru Blog) Want to boost profitability without cutting corners? WorkGuru shares practical strategies to help construction [...]
"The difference in the digital aspect compared to the traditional accounting is collaboration is critical". "Digital Transformation is a level above that. You're not focusing on software; you're focusing on process. The software may come into, I guess, resolve a process or streamline a process. But it's about making sure that the operations inside [...]
"As soon as you stand still and you don't evolve, then you jeopardise yourself, being stagnant and not growing, and the industry leaving you behind". "We're not looking at getting rid of people's roles, but we're just evolving their lives. Because if we don't help them all evolve as a business, then the chances [...]
