People, Processes, Technology, Data – essential elements of a sustainable business

We've got some clients that have been going with us for over six years now and their team members are equally as good as any manager in Australia because they've been working for six years. One of our clients moved their Philippines team member who was doing SMSF work to Australia to be the [...]

2020-03-04T08:27:55+10:00February 22nd, 2020|0 Comments

Ep.48 Lessons learnt from Xerocon South 2016

Following on from Xerocon South 2016 a powerhouse crew from Brisbane came together to discuss and dissect the lessons learnt from this conference. The panel discussion and the audience q and a was recorded and will be of interest to attendees and non-attendees alike. If you did attend Xerocon – it reminds you of some [...]

2021-01-19T11:37:41+10:00November 4th, 2016|0 Comments

Ep.47 Sophie Hossack – Receipt Bank – An English Lit grad thriving in a tech world, helping businesses automate bookkeeping

Today on episode 47 of the Cloud Stories podcast I’m talking with Sophie Hossack. Sophie is the Australia Country Manager at Receipt Bank. Receipt Bank is the bookkeeping productivity tool used by 4,000+ accountants and bookkeepers around the world to increase their efficiency. Sophie was one of the first employees at Receipt Bank and has worked [...]

2021-01-20T18:43:57+10:00October 19th, 2016|0 Comments

Ep.36 Geni Whitehouse – Even a Nerd Can Be Heard

Geni Whitehouse divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting about what some might consider nerdy subjects.  As a former partner in a CPA firm, two-time software company executive, and recent CMO of a tech startup, she has a passion [...]

2021-01-20T18:43:08+10:00February 8th, 2016|3 Comments

Ep.35 Blake Oliver shares apps he recommends for accountants, bookkeepers and his clients

  Subscribe to Episode 35 of Cloud Stories on iTunes In this episode Blake Oliver and I discuss his recommended apps for accountants and bookkeepers and his clients. I'm now using Overcast as my preferred app for listening to podcasts on my iPhone - it has a simple intuitive interface and as my iPhone is [...]

2021-01-20T18:43:08+10:00January 29th, 2016|2 Comments

Ep.33 Jamie Davison – Carbon Bookkeeping – Xero Platinum Partners

Focused, driven, committed and energetic. Jamie has a whole host of traits that have led him to where is he now; director of Perth’s multi award-winning Carbon Business Group. Coming from a property investment and accounting background, Jamie formed Carbon with a vision to provide businesses with a one stop shop for their core solutions- [...]

2021-01-20T18:43:07+10:00December 21st, 2015|0 Comments

Ep.20 Lisa Martin – GoFi8ure – The world’s first Xero Hero

Highlights of my conversation with Lisa Martin Working with a mentor to develop leadership skills Quality Management in a bookkeeping business Social media, referral and paid advertising Building brand equity in a bookkeeping business New Zealand Bookkeepers Association and its role in New Zealand Subscribe to Episode #20 of Cloud Stories on iTunes: Transcript Heather:        [...]

2021-01-20T18:43:03+10:00July 6th, 2015|1 Comment

Ep.19 Blake Oliver – Cloudsourced Accounting – One of the first Xero endorsed US bookkeeping and cloud integrators firms

Highlights of my conversation with Blake Oliver One of the first US based bookkeeping firms and cloud integrators to be listed on Xero site Acquisition of Cloudsourced Accounting by Harshman Phillips & Company and in turn offering the whole package: bookkeeping, cloud integration, tax compliance and virtual CFO services An add-on needs to solve a [...]

2021-01-20T18:35:03+10:00June 18th, 2015|0 Comments

Ep.18 Nick Hazel – Café Bookkeepers – the ultimate café cloud solution (Hint it includes Xero!)

Highlights of my conversation with Nick Hazel Benefits of focusing on a niche customer base Unexpectedly becoming a business coach in the café industry Xero plus other cloud solutions used in a growing bookkeeping practice The ultimate cloud solutions for cafes What an add-on solution needs to do to get in front of bookkeeper Nick [...]

2021-01-20T18:35:02+10:00June 15th, 2015|0 Comments

Ep.3 Gayle Buchanan – Number Nurses – Virtual Xero bookkeeping, support and training

Gayle Buchanan Chief Number Nurse & Xero Gold Partner Highlights of my conversation with Gayle Buchanan Running a virtual Xero bookkeeping, support and training business Managing learning new solutions from the Xero eco-system Licensing a bookkeeping business Cloud solutions for Eel fishermen Essential advice for bookkeepers; networking, resources, support and conferences Using referrals [...]

2021-01-20T18:44:17+10:00September 13th, 2014|0 Comments
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