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.

Questions to ask when investigating a CRM solution

If you’re looking for a Customer Resource Management (CRM) Solution I suggest you consider the following questions. Are you selling B2B or B2C? What industry do you operate in? How big is your sales team? How many people will need to access the CRM? Do you need a Sales Leads Manager? Do you need to [...]

2017-11-17T11:01:56+00:00 November 17th, 2017|0 Comments

Xero + GSuite Marketplace Apps

I use GSuite (Formerly Google Apps) in my business. Part of the GSuite offering is a Marketplace of apps. The image indicates the Apps I identified as working with Xero and that I've added to my Admin Console - Automate.io, Expensify, PandaDoc, and Zapier. Adding them only took a few seconds. If you are working [...]

2017-11-17T07:57:20+00:00 November 17th, 2017|0 Comments

The benefits of niching and working with a partner programme

I’ve been closely involved with the cloud accountants, bookkeepers and advisors community for the last decade. For many practices, the adoption of technology and automation of compliance has resulted in a significant increase in their client base. To adapt to these developments practices are tinkering with their pricing model, offering advisory services, and focusing on [...]

2017-11-21T08:04:23+00:00 November 7th, 2017|0 Comments

Clear Jelly and Xero

Martin Kratky CEO and Founder of Clear Jelly –  will cover the following themes: * Common Planning, Reporting and Analysis Challenges for Xero Users* Why common approaches to this problem often fall short* How you can solve this problem, cost effectively with next level business intelligence* A step by step process of how to implement BI into your business* A step by step guide in how to integrate Clear Jelly and Xero* Q&A What is Clear Jelly? Clear Jelly helps small business make smarter, data-driven decisions with next level business intelligence. Clear Jelly’s pre-built data warehouse allows users to seamlessly combine cloud-based financial data with non- financial data for a 360 degree of performance.  It leverages the might of Microsoft Power BI Desktop, for simple, self-service data visualisation. For the finance users who love the familiarity of Excel but hate the risk associated with it, Clear Jelly offers something special. Finance can say goodbye to manual data export and preparation, uncontrolled user access and large, inconsistent files. With Clear Jelly Excel Add-in you build best practice planning, analytics and reporting solutions directly in native Excel. It unites all your spreadsheets and models in one powerful multidimensional in-memory database with secured access and data integration from any number of source systems. But who’s going to put all of this together? Well, that’s where our Software Enabled Services kick in. Data skills are scarce and in high demand. In turn, they are expensive. We’re making world-class business intelligence affordable for everyone with fixed price packaged data services. With Clear Jelly software enables services, you work on the business, not in it. For Business Advisors, this is a triple win. Two additional revenue streams, without the overhead,  Advisors can scale their business by reselling Clear Jelly’s software and services but best of all…you can delight your customers with stunning and intelligent dashboards and forward-looking insights you can trust. Out of the box, Clear Jelly integrates with: * Salesforce* Google Analytics* Online Weather Services (A construction company can forecast their cashflow against the weather forecast)* Any SQL Database* Microsoft Dynamics 365* Excel Bio of Presenter:  Martin Kratky After finishing his Master’s Degree in Business Administration at the University of Economics in Vienna, Martin has worked for more than 20 years in the business intelligence space. After founding and selling the Australian branch office of MIS AG, a German provider of business intelligence solutions, in Australia in 2003 Martin focused on setting up and running multiple technology ventures that span software as a service (SaaS) businesses in the analytics and events space, as well as new IOT sensor technologies. Currently, he is focused on the global rollout of a new breed of analytics products that combine technology and related services in the business analytics space. Clear Jelly and the Enterprise version Agility Planning, enable business users to get started with advanced data discovery, interactive dashboards as well as comprehensive planning and forecasting processes that encompass all their relevant data sources. Who would benefit from attending?VCFO, Management Accountants, Accountants, Bookkeepers, who want to see how emerging software for business can shape their professions and businesses.If you have specific questions about this solution – enter them below to ensure they can be covered during the session. Clear Jelly have kindly agreed to sponsor 🍕 and 🍺!

2017-10-27T10:11:40+00:00 October 27th, 2017|0 Comments

Lessons learnt from the 2017 Xero, MYOB and QBO Conferences

Never in our history have we seen so many accounting and bookkeeping conferences vying for our attention. Conference attendees are likening the experiences to Burning Man or Coachella. What does this mean for us as Cloud Advisors? What does it mean for our clients and for the industry? RSVP: https://www.meetup.com/Cloud-Accountants/events/243637864/ In the first panel discussion of [...]

2017-10-13T14:09:26+00:00 September 25th, 2017|0 Comments

Online appointment scheduling solution

Imagine opening up your computer in the morning and a Day Sheet arrives in your inbox with an assortment of client scheduled meetings for the day. You’ve not wasted any non-billing time coordinating the client meetings or entering client information. Your clients have booked a time that suits them, within the parameters set up in [...]

2017-03-01T14:27:24+00:00 February 13th, 2017|2 Comments