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.

What Xero integrated payment services allow you to on-charge the fees to the client?

A client asked me “What Xero integrated payment services allow you to on-charge the fees to the client?” I looked at eight different solutions, and two had this feature: IntegraPay and eWay. IntegraPay Can your solution accept payment by credit card? Yes Can additional credit card or payment fee charges be automatically added to the [...]

2017-03-01T14:27:25+00:00 February 10th, 2017|2 Comments

Own Tomorrow. What I saw at 2017 MYOB Incite

Incite (definition) to move to action: stir up : spur on : urge on. Merriam Webster Martin McLean of Team Race Bookkkeeping On the first Friday in February I attended the MYOB Incite conference in Brisbane. I registered in early January for the event and then a couple of weeks later a confirmation email [...]

2017-11-10T03:43:04+00:00 February 8th, 2017|0 Comments

Microsoft Power Bi meets Xero

A special mashup between the Queensland Power BI User group and the Cloud Accountants & Advisors Meetup groups Xero is online accounting software for small and medium sized businesses. It includes invoicing, bank reconciliation, tax compliance, inventory and payroll functionality. Power BI is a cloud-based business analytics service that enables anyone to visualize and analyse data with greater speed, efficiency, and understanding. It connects users to a broad range of data through easy-to-use dashboards, interactive reports, and compelling visualisations that bring data to life. The session brings together these two specialist expert groups to explore connecting Microsoft Power BI with Xero. The session will cover: • A brief overview of Xero • A brief overview of Power BI and a connector pack • Power BI versus Power BI Desktop • How Microsoft Power BI integrates with Xero; • A walk through demonstration of the integration of Microsoft Power BI with Xero • Building a report in Microsoft Power BI from data in Xero • A Xero expert to talk about the business value in the reports • Q and A Bio of presenter: Sonia Cuff is the co-founder of a technology consultancy company called The Missing Chair. She is passionate about technology and how it can enable people to be more productive and to achieve more. Sonia applies her 10 years of corporate systems experience to the Small Business space, keeping pace with the latest changes in technology and sharing this with SMB customers. This year Sonia was awarded as a Microsoft MVP for her work educating people about Office 365. Craig Bryden of TetraQuark is a highly experienced Business Intelligence / Data Analytics practitioner using the Microsoft SQL Server products. He presents at SQL Server Saturdays and other community events. Craig’s passion is to help his customers get the most out of their data assets. Craig currently hold a Microsoft Certified Solutions Expert - Business Intelligence certification and was previously a Microsoft Certified Trainer. Craig is one of the organisers of the QLD Power BI User group. Who would benefit from attending?   VCFO, Management Accountants, Accountants, Bookkeepers, Developers, Cloud enthusiasts’, data experts If you have specific questions about this solution – enter them below to ensure they can be covered during the session. Meetup Groups involved Find out more about the two meetup groups Queensland Power BI User Group organised by Craig Bryden Cloud Accountants & Advisors Meetup organised by Heather Smith This event will be promoted to both groups -- however please only RSVP once for catering. Light refreshments sponsored by the recruitment agency PRA.

2017-10-28T13:51:51+00:00 February 8th, 2017|0 Comments

The Super VCFO advisory tool-set featuring Spotlight Reporting

Spotlight Reporting puts the power of business intelligence at your fingertips. The session will cover: The key benefits of our Super VCFO advisory tool-set; A short tour of the three main tools in 'action' with a focus on highlighting key differences; How to best apply Reporting, Dashboard and Forecasting tools across your client base; Overview of the Super VCFO package; How Spotlight integrates with Xero; A walk through demonstration of the integration with Xero Q and A For more information: www.spotlightreporting.com The perfect advisory whitepaper download:  http://info.spotlightreporting.com/the-perfect-advisory-relationship-white-paper Register for the Spotlight Transform summit here:  http://hubs.ly/H05gjzt0. Bio of presenter: Jason Forbes is the Director of Sales, Australia at Spotlight Reporting.  He has 20 years’ experience working in the accounting software arena having worked for industry leaders Solution6, Sage, MYOB, Xero and Spotlight Reporting. Foundational skills were established while working in support, training, implementation roles with the past 14 years having seen a very successful career in sales. Specialising in working with Accounting practices in both direct sales and building a sales channel. A proven performer having achieved the prestigious title of Xero's No 1 global salesperson for the 2012/13 financial year as well as salesperson of the year at MYOB (2003 & 2004). Passionate about online or cloud based applications having become a respected influencer and thought-leader in heralding in this new and exciting era. Jason thrives on public speaking and in particular presenting to both small and large audiences as well as working with accounting practices to help improve their own processes as well improving the efficiencies of their business clients. Who would benefit from attending?   VCFO, Management Accountants, Accountants, Bookkeepers, Developers, Cloud enthusiasts, data experts Sponsors Please support the sponsors of this event: River City Labs http://www.rivercitylabs.net/ MinuteDock https://minutedock.com/ Datamolino https://www.datamolino.com ACCA http://www.accaglobal.com/an/en.html  The Xero MasterMind Group is organised by Heather Smith

2017-10-28T13:49:51+00:00 January 19th, 2017|0 Comments

Xerocon 2016 and it’s impact on my business journey

On Thursday 6th October there’s a panel discussion on the Lessons Learnt at Xerocon featuring Tracey Newman, Cassandra Scott and Justin Campbell. It will be held at Brisbane’s River City Labs RSVP here: MasterMind MeetUp Whether by design, by the sheer size, by the learning, by the networks or the connections and the community Xerocon [...]

2017-10-28T13:49:46+00:00 October 5th, 2016|0 Comments

Xero and Franchises

Xero is the ideal solution for proactive innovative franchise operators. Utilising the same system, you can easily move between different businesses, and take advantage of real time data. Once you've decided to move to Xero, and before the implementation, I suggest you determine a standard method for setting up all files, from the chart of [...]

2016-10-04T04:45:11+00:00 October 4th, 2016|0 Comments

The story behind writing Xero for Dummies

The story behind writing Xero for Dummies I've been a writer since I could put pen to paper, and I love to write about everything small business. I've written Learn MYOB in 7 Days (yes I'm a MYOB Certified Consultant), and  Learn Small Business Start-Up in 7 Days (a brilliant book which I'm really proud of!). [...]

2017-03-01T14:27:32+00:00 October 4th, 2016|0 Comments

Presentation topics

I curate and deliver key information to you in digestible format. Insights gained from my client work, are woven into my writing and presentations, so they are brimming with lots of realistic, practical advice. Consider booking me to speak at your next business function, and let the stories come to life. I take great pride [...]

2017-03-01T14:27:33+00:00 October 2nd, 2016|0 Comments

How to project manage a mass conversion of MYOB files to Xero

How to project manage a mass conversion of MYOB files to Xero I was recently tasked with the opportunity to convert 55 MYOB files to Xero. This was a large number of files to move across to Xero and prior planning, batch processing, task allocation, training and an amazing team of support from the client, [...]

2017-10-27T17:29:32+00:00 September 26th, 2016|6 Comments