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.

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 [...]

2024-05-02T13:27:57+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 Data-informed decision-making Apr '24 Most clients need a combination of gut instinct and relevant, accurate data to make good decisions. Here’s how you can help them make sense of the numbers. https://www.acuitymag.com/technology/data-informed-decision-making Reclaim your digital space: Heather Smith FCA shares her tips for a tech spring-clean. Feb ‘24 In a nutshell, [...]

2024-04-13T14:49:29+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

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 [...]

2024-04-08T05:15:24+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
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