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.

Steering the Conversation: My Approach to Panel Moderation

As the panel moderator I’d like you to think of our panel as a relaxed, open conversation and that everyone's thoughts, experiences and insights are valid. I'll pose questions to spark a robust conversation, I'll subtly steer the dialogue to keep it engaging and on point. Focus on your fellow panellists; I'll incorporate audience questions [...]

2023-09-25T16:24:47+10:00September 25th, 2023|0 Comments

It’s been 19 years this month since I registered as a sole trader.

It's been 19 years this month since I took the leap and registered as a sole trader. Back then, I positioned myself to offer top-notch training in the Microsoft suite, Small Business subjects (including accounting of course!), and my specialty that brought in the big bucks: MYOB training.   At the start of each month, [...]

2023-05-28T23:02:19+10:00May 28th, 2023|0 Comments

I asked Chat GPT to describe my writing style

I used the prompt : Review and describe my writing style from the following three examples. I included an email I'd just written, a LinkedIn post from last week, and some copy from my website. This was the ChatGPT response: Conversational and approachable tone: Your writing conveys a friendly, conversational tone that makes it easy [...]

2023-04-26T21:37:10+10:00April 26th, 2023|0 Comments

Workflow Max by Xero is being retired. What are your options?

Xero have announced that they have decided to retire WorkflowMax (WFM) on 26 June 2024. This is a living central document, I'll keep updated with your options. A little trip down history lane. WorkFlowMax is a project management software that was founded in 2007 by Chris Spence and Gavin George, initially developed as a job [...]

2023-09-04T14:50:53+10:00March 25th, 2023|1 Comment

Data Dear alternatives when its no longer available outside QBO

Data Dear is no longer be available to users outside of QBO. Late 2021 Data Dear was acquired by Intuit. I’ve spoken to the Intuit and the Data Dear team. The solution has been built into QBO Advanced, so it's no longer available to external users. If you are on QBO Advanced I guess it [...]

2023-05-22T09:47:41+10:00June 7th, 2022|0 Comments

My Acuity Magazine column

Articles Want your work-life balance back? Try these apps  Apr’22  Working from home shouldn’t mean working 24/7. Use tech apps to set boundaries that assist your productivity and wellbeing. https://www.acuitymag.com/business/want-your-work-life-balance-back-try-these-apps The apps that boost your communication game May’22  Good communication is an in-demand skill, but your route to clear messaging for humans can be [...]

2023-03-26T13:29:40+10:00May 30th, 2022|0 Comments

What to look for in assessing technology solutions for your practice

With new challenges, new technology, new team members and juggling a hybrid work environment, a business can quickly fall behind. To-do lists grow into massive hairballs, and sticky notes cover the desk.This might be an indication that it's time to improve agility and productivity by upgrading your technology.During this discussion, we posed questions and discuss [...]

2022-03-28T10:54:07+10:00March 28th, 2022|0 Comments
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