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Clayton Oates – an Accounting Technologist embracing symbiotic relationships with software providers

Heather Smith:        Thank you so much, Clayton, for being on Cloud Stories with me and our listeners today. I'd like to start off by asking you, Who are you and what do you do? Clayton Oates:         Wow, that's a great question. First of all, thank you so much for having me on the show today, [...]

2018-09-20T09:50:34+10:00September 20th, 2018|1 Comment

Xero’s Business Performance Dashboard

The Xero Business Performance dashboard contains numerous financial ratios and KPI's. However they can be somewhat hidden if you don't know how to access them. To access the Xero Business Performance dashboard, click Reports, All Reports, and type in the search field on the right, start typing in Business Performance (it's under the Financial menu), until  you [...]

2018-09-12T05:14:12+10:00September 12th, 2018|0 Comments

Phong Le – Underdogs disrupting and challenging the big players

Today I am speaking with Phong Le Head of Growth APAC from Expensify the only expense claims and management tool built for companies of all sizes, from solopreneurs to the Fortune 500. This week’s episode took an interesting turn; we started talking about Muhammed Ali and Manny Pacquiao who are athletes, that inspire Phong, because [...]

2018-09-19T14:11:50+10:00August 21st, 2018|0 Comments

Ep.52 Daniel Tramontana – BGL Corporate Solutions – Humility, Focus, Resilience and Trust

Today I am speaking with Daniel Tramontana. Daniel joined BGL in 1997. During this time, Daniel has been part of the accountant's journey in transitioning from DOS to Windows and now cloud technology. Daniel is passionate about leadership and loves working with accountants and assisting them in growing their business through technology. Daniel loves family, [...]

2018-08-21T10:15:28+10:00June 19th, 2018|1 Comment

Essential Apps for Conference Attendees plus a Business Travel Packing Check List

Here’s my own personal favourite list of essential Apps and packing list for conference travel. APPS Expensify – for all of your reimbursable travel expenses plus it will organise your travel itinerary. Receipt Bank – Scans your business bills and expenses, extracts summary information and pushes the data, and scanned document into your online accounting [...]

2018-10-31T19:40:14+10:00May 20th, 2018|2 Comments

What Expensify is, and how it integrates with Xero

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 [...]

2018-03-05T08:32:25+10:00February 20th, 2018|0 Comments

How can Apps connect with Accountants and Bookkeepers?

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 [...]

2018-06-20T11:41:37+10:00December 15th, 2017|0 Comments

Questions to ask when investigating a CRM solution

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 [...]

2017-11-28T13:46:04+10:00November 17th, 2017|0 Comments