Accountancy is not just about regurgitating the facts and data but figuring out what they mean and why they matter to our clients. I went for a long walk this morning with my dog Charlie, and I realised towards the end of the walk – I did not have my step counter with me. Deflated [...]
Today I am speaking with David Barrett, the founder and CEO of Expensify. He's an all around alpha geek who started programming when he was 6. He worked in a Virtual Reality Lab at the University of Michigan, wrote 3D graphics engines for the video games industry in Texas, and helped build a peer-to-peer file [...]
Jason Andrew, CoFounder of Arbor Group shares his story of leaving his corporate accounting career to start his own accounting business at the next Cloud Accountants & Advisors Meetup Thurs Mar 8th River City Labs, Fortitude Valley. The old school accounting business model is broken. Gone are the days of having to grind for 15+ [...]
Transcript: Today I am looking at Expensify the cloud solution for Expense Reports and Expense Management. Today I’m going to look at the CONCIERGE AREA, which you find on the first welcoming screen once you have logged in. Here is the Expensify login screen. Every day when you sign in, you have the pleasure of [...]
Expensify’s Head of Growth for the APAC region, Phong Le recently shared with Xero, what Expensify is, and how it integrates with Xero. Click here to watch the video Expense Management is painful because there is a lot of following up for receipts, for information, trying to reconcile, and what Expensify can do is automate [...]
If you want to sell to accountants and bookkeepers, join relevant forums, introduce yourself, tell people what the solution does, give them information about the solution, and how the integration works. Be as useful as possible. Don’t try and sell! pic.twitter.com/zYvRIgTH6R — Heather Smith (@HeatherSmithAU) December 15, 2017 If you have built an app, and [...]
Your clients don’t need to be in your local area. Cloud accounting enables us to work with people across Australia and beyond. While the tax is specific to jurisdictions, accounting is an international language. https://t.co/F8g7CcJW0E pic.twitter.com/zodCA3AsMV — Heather Smith (@HeatherSmithAU) December 10, 2017 Before asking the question, where will I find my first client, here [...]
During a meeting today with a client, we looked at the financial statements produced by her tax accountant, and we looked at Xero statements for the same date, and they were vastly different. How could this happen? For my clients who are working with Xero savvy accountants, the Xero data will be identical to the [...]
If you’re looking for a Customer Relationship 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 [...]
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 [...]
