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.

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. WorkFlow Max is a completely separate solution to Xero Practice Manager (XPM). Xero Practice Manager and Xero Tax will not be impacted by this - read more about the separation of data here. Three takes on the same story WORKFLOWMAX BLOG https://www.workflowmax.com/blog/future-plans-for-workflowmax? [...]

2023-03-25T21:07:01+10:00March 25th, 2023|0 Comments

Data Dear alternatives when its no longer available outside QBO

Data Dear will soon 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 will be built into QBO, so it will no longer be available to external users. If you are on QBO I guess [...]

2022-06-08T10:34:53+10:00June 7th, 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

Accounting Innovation and Technology Buzz March 22

"Now that we're remote working, we've to deal with remote team management. Then, we might start looking at different software for that. Or we might try to get more advice on how to do that better. And this can end up in revenue for someone. Sometimes, that's the accountant. Sometimes, that's a management consultant [...]

2022-04-07T20:16:08+10:00March 18th, 2022|0 Comments

Attracting talent for future success

Attracting talent can be challenging as small practitioners are competing with larger organisation and other sectors that have more resources to market their professional opportunities, furthermore the market has been significantly impacted by Covid-19 both leading to the “great resignation” and “ great rethink of careers purpose. So how can SMPs attract talent for [...]

2022-03-25T16:24:10+10:00March 10th, 2022|0 Comments

Professional Insight Whitepapers

I contributed to the following Professional Insight Whitepapers: Supply chains: a finance professional’s perspective ACCA, IMA, CIPS (March 2022) Climate action and the accountancy profession: building a sustainable future ACCA (25/10/21) Professional accountants as sustainable business and finance professionals will be at the heart of the sustainable organisation of the future. ACCA [...]

2022-03-06T16:04:01+10:00March 6th, 2022|0 Comments

Gain free CPE for episodes of the Cloud Stories podcast via the Earmark CPE mobile App

I have some exciting news. You can gain free CPE for past episodes of the Cloud Stories podcast via the Earmark CPE mobile App. Search and download the Earmark CPE app and click on the Cloud Stories podcast. Register for the 'course', which is essentially the podcast. Answer a few questions related to the [...]

2022-01-20T13:41:48+10:00January 20th, 2022|0 Comments
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