Podcasts about Xero

Go to www.LearningLeader.com for full show notes This is brought to you by Insight Global. If you need to hire 1 person, hire a team of people, or transform your business through Talent or Technical Services, Insight Global's team of 30,000 people around the world have the hustle and grit to deliver. Sukhinder Singh Cassidy is the CEO of Xero. Xero is a cloud-based accounting software designed for small businesses. They did $2.1 billion in revenue last year. Over the past 25 years, Sukhinder has had leadership roles at Google, Amazon, and StubHub. Notes: Key Learnings Strategic CEO Job Search Criteria – Sukhinder had four non-negotiables: macro tailwinds/good market, customer she could be passionate about, strong business model, and a role where she could "learn for miles" for 5-8 years. Only two companies met her criteria in 18 months of searching. "Sell, Interview, Sell" Hiring Process – First meeting is 50% selling the opportunity to attract top talent. Only after candidates lean in do you shift to intensive interviewing with leadership team exposure. The Virtuous Cycle Framework – Customer at the top, supported by "high purpose, high performance, high people" culture. "It's an 'and,' not an 'or'" - you don't get to choose just one element. Back-Channeling is Critical – Reference checking happens throughout the entire interview process, not just at the end. "The most important thing is not just front channel... it's all the back channel." Values Alignment Over Pure Qualifications – "Go where my values fit and my strengths are valued." Cultural fit becomes the deciding factor in close hiring calls, not competence. The Layoff Leadership Test – Six weeks after joining, Sukhinder laid off 900 people based on McKinsey benchmarking. Showed consistency between the outside-in analysis presented to the board and transparent communication to employees. Portfolio of Bets Strategy – Balance growth, profitability, and customer happiness through diversified initiatives ranging from "safe moves" to "flyers," with clear probability assessments. Consistency as Culture Foundation – "Culture means consistency of message and what's important." Authenticity through change, not resistance to change. The 10-Slide CEO Interview Deck Framework: Vision statement (destination in 2-3 years) Outside-in market analysis Competitive landscape SWOT analysis of current position Five key strategic moves Implementation approach ("the how") Estimated outcomes with probability ranges Practical Application: Job Search Strategy – Define 4-5 non-negotiable criteria upfront. Be willing to wait for roles that truly meet your standards rather than taking "the job before the job." Interview Preparation – Always build a comprehensive thesis deck even if not requested. Use it to clarify your own thinking and demonstrate strategic capability. Hiring Excellence – Spend equal time selling the opportunity and evaluating candidates. Use diverse interview panels and back-channel extensively throughout the process. Cultural Leadership – Be consistent in messaging across all stakeholders (board, investors, employees). Authenticity enables trust during periods of change. Strategic Planning – Frame initiatives as a portfolio of bets with clear probability assessments. Balance growth, profitability, and customer satisfaction rather than optimizing for one. Leadership Hiring Process: The CEO interviews top 2-3 levels even without hiring authority Diverse interviewer panels with "bar raisers" Business problem-solving presentations in the final rounds Multiple leadership team interactions before the final decision Life Lessons: Patience in Career Progression – Sometimes the right opportunity requires waiting. Sukhinder was frustrated during 18 months of searching but found the perfect fit. Preparation Separates Candidates – The depth of strategic thinking demonstrated in final presentations often determines CEO selections. Culture Survives Through Consistency – Not avoiding change, but maintaining consistent values and communication approach through inevitable changes. Leadership Requires Tough Decisions – Laying off 900 people six weeks into the role, but doing it transparently and based on clear data/analysis. Value Creation Through Alignment – Finding roles where your strengths are valued and values align creates exponentially better outcomes than pure skill matching. Systems Thinking Builds Trust – Sharing appropriate "behind the scenes" context helps teams understand difficult decisions and builds long-term credibility. Early Career Focus – "Do great work for great people." Find talented leaders to apprentice under and work exceptionally hard to maximize learning. Authenticity Enables Performance – Being genuine about challenges and changes builds stronger relationships than trying to maintain artificial stability. Strategic Communication – Frame personal asks in terms of organizational benefits. Make it about solving their problems, not your desires. The Xero Transformation: Financial Performance: $2.1B revenue, 21% YoY growth while maintaining profitability Cultural Approach: "High purpose, high performance, high people" - no choosing between them Strategic Moves: Pricing/packaging optimization, sales motion transformation, customer experience reimagining (new dashboard with 3000+ customer inputs) Leadership Philosophy: Provide a "systems view" to employees, share investor-level insights appropriately, and maintain authenticity during difficult decisions

Hello, and welcome to the Reloading Podcast here on the Firearms Radio Network.   Tonight the gang is continuing to talk about the Athlon Rangecraft vs the Garmin Xero C1.   Cartridge corner:    Suicide hotline 988 or 800-273-8255 https://walkthetalkamerica.org/ For Active Military or veterans, www.militaryonesource.com   Reviews:   Reloading Podcast Merch link   Please remember […] The post Reloading Podcast 553 – Rangecraft vs Xero C1 Pro round 2 appeared first on Firearms Radio Network.

Hello, and welcome to the Reloading Podcast here on the Firearms Radio Network.   Tonight the gang is continuing to talk about the Athlon Rangecraft vs the Garmin Xero C1.   Cartridge corner:    Suicide hotline 988 or 800-273-8255 https://walkthetalkamerica.org/ For Active Military or veterans, www.militaryonesource.com   Reviews:   Reloading Podcast Merch link   Please remember to use the affiliate links for Amazon and Brownells from the Webpage  it really does help the show and the network. Also visit https://huntshootoffroad.com/shop/ and use code RLP10 to save 10%on your Brass Goblin gear.   Patreons  New Patreons:  Current Patreons: Aaron R, AJ, Alexander R, Anthony B, Mr. Anonymoose, bt213456, Bill N, Brian M, Carl K, Chris S, KC3FHH, Ryan J, D MAC, David S, Drew, Eric S, Fatelvis111 Gerrid M, Jack B, Jason R, Jim M, Joel L, John C, Kalroy, Jason R. Joseph B, Brewer Bill, Larry C, Lonnie K, Mark H, Mark K, Vic T., Matthew T, David D, michael sp, Mike St, Mitchell N, Nick M, Nick R, N7FFL, Paul N, Peter D, Richard C, Riley S, Robert F, Russ H, Socal Reloader RP, T-Rex, Tony S, Winfred C RLP pledge link   Thank you for listening.   How to get in contact with us: Google Voice # 608-467-0308 Reloading Podcast website. Reloading Podcast Facebook Reloading Podcast on Instagram Reloading Podcast on MeWe Reloading Podcast on Discord The Reloading Room  Buckeye Targets  

在很多人眼中，能进入 Xero 这样的顶级科技公司是梦想成真，但我却主动放弃了这份“铁饭碗”，走向了一条未知又不确定的路。听起来像疯了？其实背后有三个关键原因彻底改变了我的选择：职业天花板、身心疲惫的倦怠感，以及由 AI 引发的认知大转变。在这期内容中，我会分享我是如何用像 Claude 和 Cursor 这样的 AI 工具，在短短 48 小时内打造出一个真实可用的产品原型。也会聊聊为什么“稳定”的工作反而可能让你停滞不前，以及作为设计师、开发者或营销人，在 AI 浪潮中如何找到属于自己的突破口。如果你正在寻找人生的方向、提升生产力的技巧，以及重拾掌控感的信心——这期视频就是为你而做。Support this podcast at — https://redcircle.com/beartalk/donations

Join the collective - https://www.6figurebookkeeper.com/ Get Journal and fic your online presence - https://www.bookkeepersmarketing.com/ In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman take a deep dive into the five most profitable and practical niches for bookkeepers to consider. Niching can be one of the most important decisions in your bookkeeping journey—yet it's often where people get stuck. Whether you're just starting out or looking to refine your services, this episode will help you identify the types of clients you're best equipped to support, and how niching can lead to greater profitability and ease in your business. Jo and Zoe break down the real-world pros, challenges, systems, and service expectations across five key industry types. They also share personal stories from their own practices and clients to illustrate how each niche works in practice.

Are AI “super agents” like Xero's Jax actually useful—or just shiny chatbots? Blake and David unpack Xerocon announcements, why embedded agents lack context, smarter way to automate bank feeds with rules, the leaked “no tax on tips” job list and planning opportunities, IRS staffing whiplash, plus what billion‑dollar AI pledges from big firms really mean. Walk away with practical steps to deploy AI that saves hours without losing control.SponsorsTeamUp - http://accountingpodcast.promo/teamupRippling - http://accountingpodcast.promo/ripplingDigits - http://accountingpodcast.promo/digitsChapters(00:00) - Introduction and Podcast Overview (00:45) - Continuing Professional Education (CPE) Credits (03:20) - Live Stream Interactions and Coffee Talk (04:09) - Upcoming Deadlines and Tax Season Tips (05:52) - Upcoming Conferences and Events (14:48) - Blake's New Book Announcement (24:27) - No Tax on Tips Discussion (28:57) - IRS Workforce Challenges (31:41) - State Tax Implications for NFL Players (36:22) - Xero Con and AI Financial Super Agent (37:51) - Analyzing Gross Profit Trends (39:43) - Limitations of AI in Accounting (42:12) - AI-Powered Bank Reconciliation (49:47) - Automating Invoice Creation with AI (55:01) - Grant Thornton's AI Investment (01:02:16) - The Future of AI in Accounting (01:13:03) - AI's Impact on Accounting Jobs (01:21:26) - Implementing AI in Accounting Firms  Show NotesTreasury names jobs for Trump's 'no tax on tips' deduction https://www.cnbc.com/2025/09/03/treasury-trump-no-tax-on-tips-jobs.htmlScoop: List of jobs covered by Trump's "no tax on tips" (See if you qualify) https://www.axios.com/2025/09/01/no-tax-on-tips-jobs-trump-billWorkers in 68 occupations may soon be exempt from paying taxes on tips, including some surprising jobshttps://www.cbsnews.com/news/no-tax-on-tips-trump-big-beautiful-bill-68-occupations-heres-who/IRS is canceling its layoff plans, will ask some it fired or pushed out to return https://www.govexec.com/workforce/2025/08/irs-canceling-its-layoff-plans-will-ask-some-it-fired-or-pushed-out-return/407620/The IRS is Downsizing: Key Divisions Most Affected in 2025 https://sandbergphoenix.com/the-irs-is-downsizing-key-divisions-most-affected-in-2025/Grant Thornton Advisors investing $1 billion to arm the multinational workforce across its platform with powerful AI tools and technologyhttps://www.businesswire.com/news/home/20250904414830/en/Grant-Thornton-Advisors-investing-$1-billion-to-arm-the-multinational-workforce-across-its-platform-with-powerful-AI-tools-and-technologyGrant Thornton Advisors to Sink $1 Billion Over Three Years on AI https://www.cpapracticeadvisor.com/2025/09/05/grant-thornton-advisors-to-sink-1-billion-over-three-years-on-ai/168500/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Torin Storm—rock star, lightning-wielder, and S.O.A.R recruiter—assembles a diverse team, bringing in Ragnulf, Xero the amnesiac cyber-warrior, and Derek “Lazarus” the sword-wielding librarian. Together, this unlikely alliance begins its mission to defend Earth from supernatural threats and restore balance to a world scarred by dark forces. bit.ly/4mFi3cy Credit: Mainframe Logo by Tony Stephens Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/anuch/alert

This week we recap our time at Xerocon! We rehash the fun times and of course all the product announcements from Xero this year. We chat to Angad Soin Manage Director of Xero Australia and NZ and Chief Global Strategy Officer and debrief with friend of the pod Heather Smith! 

Send us a textIs it time to move your clients to Xero? Let's talk about some considerations, before you embark on this pathIn this episode you'll hear:how to know if it's time to leave QBOsteps to take to migrate your clientsresources and benefits of being a Xero PartnerResources mentioned in this episode:Sign up for the Xero Partner Program: https://xeroamericas.partnerlinks.io/79afz10exu7d (affiliate link)Why we're a Xero Firm Episode 19: https://www.buzzsprout.com/1774460/9399655Jetconvert - https://jetconvert.com/usa-pricing/—For experienced bookkeepers & accountants—Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>Grab my FREE Start your Bookkeeping Biz Checklist >>Grab my FREE New Client Onboarding Templates >>—For new bookkeepers—Learn the fundamental accounting skills with Xero in Katie Ferro's Become a Bookkeeper >>—For online course creators—Become a client at my firm, Of Course Financial >>For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)AFFILIATE DISCLAIMERWe participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links on our blog. However, our recommendations are based on our own research and expertise, and your trust is our priority.Get access to the Dubsado Decoded Private Podcast Series here>>

Episode #223 features Lisa Sthalekar — 4x World Cup Winner and Inductee into both the ICC and Australian Cricket Halls of Fame, recognised as one of the most influential figures in the history of women's cricket (the first woman to have scored over 1000 runs and taken 100 wickets). +++This episode is part of a special series in partnership with the Australian Government and their Centre for Australia–India Relations. These episodes highlight the growing ties between Australia and India across tech, business, media, culture, and sport. With around one million people of Indian heritage now in Australia—the fastest growing large diaspora—this series shares the untold stories of change makers shaping both nations' futures.+++To support this podcast, check out our some of our sponsors & get discounts:→ $1,000 off Vanta: Your compliance superpower — vanta.com/high→ Get up to 6 months of Notion's Business plan for free with Notion AI included (worth $12K): Go to - https://ntn.so/highflyers & click “Apply Now”If you're keen to discuss sponsorship and partnering with us or recommend future guests, email us at contact@curiositycentre.com today!Join our stable of commercial partners including the Australian Government, Google, KPMG, University of Melbourne and more. ***CLICK HERE to read show notes from this conversation. Please enjoy!***Follow us on Instagram, LinkedIn or TwitterGet in touch with our Founder and Host, Vidit Agarwal directly hereContact us via our website to discuss sponsorship opportunities, recommend future guests or share feedback, we love hearing how to improve! Thank you for rating / reviewing this podcast on Apple Podcasts and Spotify, it helps others find us and convince guests to come on the show! ***The High Flyers Podcast is described as a "meticulously researched biography" that uncovers the untold stories of remarkable people and companies -- redefining the "high flyer". Launched in 2020, we have ranked in the global top ten podcasts for past two years, with listeners in 27 countries and over 200 episodes released. Excerpts of the podcast have been featured in Forbes, AFR, Daily Telegraph, and showcased at SXSW.200+ guests have joined host, Vidit Agarwal on the show from 15+ countries, including The CEO's of multi-billion dollar companies like Bunnings, Australia Post, Woolworths, Airwallex, Eucalyptus etc; Board Members at Macquarie Bank, ANZ, Reserve Bank etc; Former Prime Minister of Australia; Globally renowned Tech CEO's from Google, Microsoft, Xero etc, Successful Venture Capital and Family Office Investors; CIO's at the world's biggest superannuation funds; Leading Entertainers; Olympic Gold Medal Winning Athletes and interesting minds you wouldn't have heard of that are changing the world. Our parent company, Curiosity Centre is your on-demand intelligence hub for knowledge, connections and growth to achieve your potential, everyday. Join 200,000+ Investors, Founders, Functional Leaders, CEOs and Emerging Leaders. Learn with the world's best and be 1% better everyday at https://curiositycentre.com***   

Hello, and welcome to the Reloading Podcast here on the Firearms Radio Network.   Tonight the gang is talking about the Garmin Xero C1 vs the Athlon Rangecraft. Garmin Xero C1 Athlon Rangecraft   Cartridge corner:    Suicide hotline 988 or 800-273-8255 https://walkthetalkamerica.org/ For Active Military or veterans, www.militaryonesource.com   Reviews:   Reloading Podcast Merch link […] The post Reloading Podcast 551 – Xero C1 vs Range craft round 1 appeared first on Firearms Radio Network.

Hello, and welcome to the Reloading Podcast here on the Firearms Radio Network.   Tonight the gang is talking about the Garmin Xero C1 vs the Athlon Rangecraft. Garmin Xero C1 Athlon Rangecraft   Cartridge corner:    Suicide hotline 988 or 800-273-8255 https://walkthetalkamerica.org/ For Active Military or veterans, www.militaryonesource.com   Reviews:   Reloading Podcast Merch link   Please remember to use the affiliate links for Amazon and Brownells from the Webpage  it really does help the show and the network. Also visit https://huntshootoffroad.com/shop/ and use code RLP10 to save 10%on your Brass Goblin gear.   Patreons  New Patreons:  Current Patreons: Aaron R, AJ, Alexander R, Anthony B, Mr. Anonymoose, bt213456, Bill N, Brian M, Carl K, Chris S, KC3FHH, Ryan J, D MAC, David S, Drew, Eric S, Fatelvis111 Gerrid M, Jack B, Jason R, Jim M, Joel L, John C, Kalroy, Jason R. Joseph B, Brewer Bill, Larry C, Lonnie K, Mark H, Mark K, Vic T., Matthew T, David D, michael sp, Mike St, Mitchell N, Nick M, Nick R, N7FFL, Paul N, Peter D, Richard C, Riley S, Robert F, Russ H, Socal Reloader RP, T-Rex, Tony S, Winfred C RLP pledge link   Thank you for listening.   How to get in contact with us: Google Voice # 608-467-0308 Reloading Podcast website. Reloading Podcast Facebook Reloading Podcast on Instagram Reloading Podcast on MeWe Reloading Podcast on Discord The Reloading Room  Buckeye Targets  

A date has finally been announced for the Autumn Budget – 26 November. Richard Hattersley looks at the political kite flying that has happened over the summer and what we can potentially expect from the Budget. With the government's pledge not to increase national insurance, income tax and VAT, Hattersley shares his conversation with James Quarmby, a partner at Stephenson Haywood, on what he thinks will happen. From Downing Street to Brisbane, Tom Herbert speaks about Xerocon 2025. He details the big announcements and what caught his attention, namely Xero's new partnership with OpenAI, the parent company of ChatGPT. Herbert explores what this partnership means, its impact, and concerns over data and accuracy. Lastly, Matthew Ord recalls his conversations with Grace Hardy, founder of Hardy Accounting, and James Wright, lecturer for accountancy and finance at the University of Chichester, on the next generation's desire to start their own firm. With 75% of accounting students wanting to start their own business, Ord questions whether this is a wake-up call for the profession to rethink its approach to talent to tackle the skills gap.

Live from the Coachella of Accounting XeroCon 25We're comin' atcha live-ish from the glitter-dusted grounds of XeroCon, Australia's biggest accounting reunion-slash-rager, where 3,500 humans IRL and 8,000 digital legends have gathered to nerd out, network, and maybe even boogie a little.After a two-year hiatus, the accounting community is back, and baby, it's not just biz as usual. It's community over content, more hugs than handouts, and an all-out celebration of what makes this industry tick: the people.

Are AI bank feeds helping—or just creating more work? Blake and David unpack Intuit's missteps, why “use AI to make the rules” matters, and how a no‑code agent now posts multi‑line bills to Xero. They demo Excel's new "copilot()" function, share how FP&A roles are shifting, and hit headlines from Barstool's lawsuit to tariffs and Gusto's Guideline deal. You'll leave with practical ways to deploy AI, avoid hidden risks, and boost margins.SponsorsOnPay - http://accountingpodcast.promo/onpay TeamUp - http://accountingpodcast.promo/teamupDigits - http://accountingpodcast.promo/digitsChapters(00:43) - Planning with AI (02:03) - The Threat of AI to Consultants (04:41) - AI in QuickBooks: A Double-Edged Sword (06:19) - AI's Limitations and Future in Accounting (27:02) - Excel's New AI Copilot (28:22) - Introducing the Copilot Function in Excel (33:50) - AI in the Workplace: Challenges and Opportunities (37:44) - Barstool Sports vs. Omega Accounting Solutions (41:29) - New Tariff Policies and Their Impact (53:45) - Gusto Acquires Guideline for Retirement Services (54:26) - Conclusion and CPE Information  Show NotesBring AI to your formulas with the COPILOT function in Excel https://techcommunity.microsoft.com/blog/microsoft365insiderblog/bring-ai-to-your-formulas-with-the-copilot-function-in-excel/4443487FP&A pros anticipate AI-driven headcount reductions https://www.accountingtoday.com/news/fp-a-pros-anticipate-ai-driven-headcount-reductionsPresident Trump Ends Unfair "De Minimis" Tariff Exemption, A Major Victory in Securing the Homeland https://www.dhs.gov/news/2025/07/31/president-trump-ends-unfair-de-minimis-tariff-exemption-major-victory-securingFact Sheet: President Donald J. Trump is Protecting the United States' National Security and Economy by Suspending the De Minimis Exemption for Commercial Shipments Globally https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-is-protecting-the-united-states-national-security-and-economy-by-suspending-the-de-minimis-exemption-for-commercial-shipments-globally/Barstool Sports Sues Accounting Firm Over Unpaid Advertising Bills https://www.sportico.com/law/analysis/2025/barstool-omega-accounting-solutions-advertising-lawsuit-1234868719/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Reach 6 Figures as a Bookkeeper - https://www.6figurebookkeeper.com/collective/ In this episode, we speak with Steph Nicholson — member of The Bookkeepers' Collective, ambassador, and our Bookkeeper of the Year — about moving from industry into practice, navigating practising licences, building confidence through community and networking, and a standout cashflow turnaround that saved 40 jobs. Steph shares candidly about grief, neurodiversity, and the realities of growing a practice that works around life. You Will Learn Ways to enter bookkeeping from industry and why that background can be a superpower. How Steph navigated practising licences (ultimately via IAB) and what services she can deliver under it. Practical paths to early clients (referrals + visibility) and confidence-building through subcontracting. How to find work experience: events, Collective connections, and subcontracting. Networking for introverts and launching a relaxed local group (“pints & prosecco”). Managing ADHD/perimenopause in business with boundaries and simple coping strategies. A cashflow case study: using tools and timing to protect jobs and rebuild reserves. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

Steve has returned from Block 1 of the Icehouse Owner Manager Program with fresh clarity - and as promised, he's letting us in on the secrets he's discovered: growth, overwhelm, and the little decisions that change everything.In this episode:Why courageous conversations beat procrastination (eat the ugliest frog first)Culture > strategy (and how the Reflections team built culture remotely)Staying close to partners and your team (what appreciation actually looks like)Building a Hamilton studio so epic guests come to us - and we get our time backA very honest moment about “knowing your numbers” (assets, liabilities, equity)If you're juggling family, cash flow, travel, and leadership - you're not alone. This series documents the real learnings as they happen.This episode was brought to you by Xero. Supercharge your business with the help of Xero accounting software. With more ways to pay, clearer cash flow, and powerful insights all in one place, you can say ‘so long' to endless admin and hello to business control like never before. Try Xero free for 30 days, terms apply. Hosted on Acast. See acast.com/privacy for more information.

Accounting software giant Xero is launching new AI tools, designed to automate some repetitive tasks. Xero chief executive Sukhinder Singh Cassidy spoke to Corin Dann.

In today's episode, former Prime Minister Helen Clark is defending her decision to go to China's largest military parade in Beijing; In the wake of the polarising three waters, councils across the country were mandated by the government to submit their water service delivery plan by Wednesday; Accounting software giant Xero is launching new AI tools, designed to automate some repetitive tasks; New Zealand-born neo-nazi Thomas Sewell will remain behind bars until at least Friday, when a Melbourne court is set to rule on his bail application; Auckland dog walkers say new council rules are confusing, costly, and hard to enforce.

Finding the right bookkeeper isn't about a quick fix or ticking a compliance box. It's about choosing a partner who gets your business, supports your growth, and gives you the confidence to use your numbers. And the way the relationship starts, your onboarding, says a lot about how it will feel to work together long term.In this episode, I'm going behind the scenes to show what onboarding with us looks like and why the right fit matters so much. I share the difference between tailored support and bespoke work, when we've said no to potential clients (and why), and why following your own business process is essential.You'll also hear how we structure our onboarding to give you clarity and support from day one. From discovery calls through to health checks, proposals, welcome packs, and ongoing touch points. And because we don't believe in surface-level service, I'll explain how we go beyond compliance to help you strengthen cash flow, refine processes, and build financial confidence as you growHere's what's covered:The importance of choosing a bookkeeper who is the right fit for your business, not the most convenient option.Why tailoring matters to us, but going completely bespoke isn't what we do.Signs it may be time to rethink your current bookkeeping support.What you can expect from a structured, supportive onboarding process that prioritises both compliance and growth.Links & Resources Mentioned in This Episode:Xero Money Saver guide here free resource with quick, practical tips to help you save money with the way your Xero is set up and used.

Tim Thomas is the recent CEO of the Centre for Australia-India Relations, the federal body set up by the Australian Government to deepen ties between the two nations across business, technology, education, sport, and culture. With a career spanning senior roles at AXA, Prudential, and KPMG, and lived experience building businesses across India, Singapore, Malaysia and Australia, he brings a unique cross-sector and cross-cultural global perspective. +++ To support this podcast, check out our some of our sponsors & get discounts:→ $1,000 off Vanta: Your compliance superpower — vanta.com/high→ Get up to 6 months of Notion's Business plan for free with Notion AI included (worth $12K): Go to - https://ntn.so/highflyers & click “Apply Now”If you're keen to discuss sponsorship and partnering with us or recommend future guests, email us at contact@curiositycentre.com today! Join our stable of commercial partners including the Australian Government, Google, KPMG, University of Melbourne and more.  ***CLICK HERE to read show notes from this conversation. Please enjoy!***Follow us on Instagram, LinkedIn or TwitterGet in touch with our Founder and Host, Vidit Agarwal directly hereContact us via our website to discuss sponsorship opportunities, recommend future guests or share feedback, we love hearing how to improve! Thank you for rating / reviewing this podcast on Apple Podcasts and Spotify, it helps others find us and convince guests to come on the show! ***The High Flyers Podcast is described as a "meticulously researched biography" that uncovers the untold stories of remarkable people and companies -- redefining the "high flyer". Launched in 2020, we have ranked in the global top ten podcasts for past two years, with listeners in 27 countries and over 200 episodes released. Excerpts of the podcast have been featured in Forbes, AFR, Daily Telegraph, and showcased at SXSW.200+ guests have joined host, Vidit Agarwal on the show from 15+ countries, including The CEO's of multi-billion dollar companies like Bunnings, Australia Post, Woolworths, Airwallex, Eucalyptus etc; Board Members at Macquarie Bank, ANZ, Reserve Bank etc; Former Prime Minister of Australia; Globally renowned Tech CEO's from Google, Microsoft, Xero etc, Successful Venture Capital and Family Office Investors; CIO's at the world's biggest superannuation funds; Leading Entertainers; Olympic Gold Medal Winning Athletes and interesting minds you wouldn't have heard of that are changing the world. Our parent company, Curiosity Centre is your on-demand intelligence hub for knowledge, connections and growth to achieve your potential, everyday. Join 200,000+ Investors, Founders, Functional Leaders, CEOs and Emerging Leaders. Learn with the world's best and be 1% better everyday at https://curiositycentre.com***   

The Government has announced wealthy foreigners on a so-called 'golden visa' will be allowed to buy a luxury home in New Zealand once more. Rebecca discusses where the investment from the visas has been going - with two debt funding firms leading the way. And Rebecca will be speaking to Kathryn from Xerocon in Brisbane, 'the coachella for accountants'. She recounts the journey of Xero from a much-beloved product among the accounting sector to an international business with high-profile hires. Rebecca Stevenson is a senior journalist at BusinessDesk

This week's episode (sponsored by FreeAgent ) dives into the latest accounting tech news and fintech news, with sharp takes on major acquisitions and the future of user experience. We cover: The big fintech news as Starling acquire Ember — and what it means when a challenger bank strategically pulls the rug out from its high street competitors. Xero's controversial decision to email your clients directly — and the debate on who should own the client relationship. Xero's long-awaited navigation redesign and Syft-powered analytics — and whether this finally brings the user experience up to modern standards. The launch of QuickBooks agentic AI experiences — and how they're leveraging the entire Intuit ecosystem to go beyond simple bookkeeping. Plus: A deep dive into UI/UX with iplicit's CPO Paul Sparks, exploring why modern design and a mobile-first approach are just as critical as the AI hype. We also hear from Tugger's Craig Morrall on why your P&L is only half the story, and how to get true business insight by combining financial and operational data. 00:00 Welcome to Digi-Tools in Accrual World! 04:43 User Experience Matters: Modernising Accounting Platforms - with Paul Sparks from iplicit 05:07 Mobile App Development and User Experience 07:08 Platform Usage Analysis by Role 08:32 UI/UX Modernisation Plans 09:54 AI Assistant Integration 14:31 App News 15:18 Starling Bank Acquires Tax Software Ember 20:10 Xero will contact your clients on updates 23:57 Xero Analytics Gets an Upgrade with Syft 27:17 Xero is introducing a redesigned navigation 30:34 QuickBooks is launching new agentic AI experiences 35:00 Sage has announced the launch of Workforce Intelligence 39:05 Sage expands capabilities for Intacct 44:10 FreeAgent Adds Excel Export for Management Reports 44:40 Data-Driven Decisions: Combining Financial and Operational Reporting:  with Tugger 45:28 Combining Financial and Operational Data 48:04 Data Ownership and Reporting Structure 50:03 Business Drivers for Integrated Reporting.. 53:27 Legacy Systems Integration 55:53 Closing Remarks

This ep, CoinOps, Grueproof, Xero, and Dan get into some of the songs that got them into cyberpunk in general. As a bonus, check out the L0WL1F3 YouTube channel for a playlist of the songs discussed.The Mixtape:https://youtube.com/playlist?list=PLVaXjwwSJtVSf2NJx4qospR3LcbJlDpT1&feature=sharedLinks:https://www.neondystopia.com/https://www.patreon.com/neondystopia/https://cyberpunklibrarian.com/https://rss.com/podcasts/l0wl1f3podcast/https://youtube.com/@l0wl1f3pod?feature=shareddiscord.gg/M6fGZERb7Z

Making Tax Digital for Income Tax may sound technical, but we break it down simply. In this episode, we share what MTD for ITSA is, who needs to comply, when it starts, and how to prepare effectively. If you're a sole trader, landlord, or small business owner, this episode is essential listening. What You'll Learn in This Episode What Making Tax Digital for Income Tax is and why it matters. Who must comply, who is exempt, and turnover thresholds. How to prepare with compatible software and proper bookkeeping. Practical steps to avoid fines, stress, and last-minute panic. Real examples of businesses affected by MTD. Making Tax Digital Explained MTD for Income Tax is HMRC's plan to move tax reporting into the digital world. Instead of submitting one annual return, you'll send four quarterly updates via approved software. It's like switching from a paper diary to an online calendar—more visibility, fewer surprises, and closer monitoring of compliance. Who Must Comply If you are a sole trader or a landlord and your turnover exceeds £50,000 in 2024/25, you must join MTD from 6 April 2026. Turnover here means income before expenses. HMRC looks at the full amount coming in, not what you keep after costs. Practical Examples from the Episode Here are some real-life examples mentioned in the episode to show how MTD rules apply in practice: Deepak, a self-employed builder, has a turnover of £55,000 in 24/25. He must join MTD from April 2026. Sarah, a landlord renting three flats with gross rental income of £48,000 in 25/26, must join MTD from April 2027. Paul, a market trader with turnover of £52,000 in 24/25, is seasonal but still exceeds the threshold, so he must join in April 2026. Exemptions and Exceptions Not everyone needs to join immediately. If your income is below £20,000, or you qualify based on age, disability, or location, you can apply for exemption. Exemption does not remove the requirement to file a self-assessment; it only exempts you from quarterly digital updates. For example, a freelance designer earning £14,000 per year is under the threshold and does not need to join MTD. Preparing for MTD Choose compatible software—Xero, QuickBooks, or FreeAgent are common options. (We recommend Xero as a Platinum partner.) Authorize the software to link with HMRC for quarterly updates. Decide who handles submissions—yourself or an accountant—and agree on fees upfront. Keep bookkeeping accurate and up to date; don't wait until year-end. Consider joining voluntarily early to test the system and gain confidence, like Sebastian, who signed up early in 24/25 and felt stress-free by April 26. Benefits of Preparing Early Early preparation reduces stress, avoids penalties, and gives better control of cash flow. You can see quarterly profits building, plan tax efficiently, and identify whether incorporating or other planning is beneficial. Avoid last-minute panic and get ahead of HMRC deadlines. Real Consequences of Delay Leopold set up his software a week before the first submission and struggled with data import, missed the submission, and faced unnecessary fines. Don't be like Leopold—preparing early is key. Key Takeaways Sole traders and landlords with turnover above the thresholds must prepare for MTD for Income Tax. Don't wait for HMRC letters—take control early, choose the right software, maintain accurate records, and seek advice if needed. Early action keeps you compliant, confident, and stress-free.

The modern shopping journey is nonlinear, unpredictable, and driven by rising expectations. Inspired by How to power personalized, AI-driven customer experiences for digital shopping, this episode unpacks how generative AI is closing the “experience gap” by transforming static commerce into fluid, intelligent journeys.We'll explore how composable commerce, SAP Commerce Cloud, and endorsed partners like Coveo enable businesses to deliver real-time personalization, conversational product guidance, and seamless integration across channels. Case studies from Blackwoods, Nespresso Oceania, and Xero show how AI search and discovery translate into measurable gains in adoption, conversions, and customer satisfaction.What You'll Learn in This Episode:The Rise of Generative AI in CXHow GenAI shifts experiences from functional to conversationalGuided decision-making that prevents customers from bouncing to GoogleExtending personalization into the post-purchase lifecycleThe Experience GapWhy customer expectations outpace many brands' capabilitiesThe cost of siloed systems in delivering real-time relevanceComposable Commerce as the Strategic AnswerModular architectures replacing rigid monolithsSAP's composable storefront and OCC APIs enabling flexibilityWhy endorsed partnerships (like Coveo for AI search) reduce integration complexityHow AI Makes Shopping SeamlessHybrid search blending keyword + semantic searchReal-time re-ranking and session-aware personalizationGenerative answering with source-cited responses for trustCase Studies in ActionBlackwoods: 66% digital adoption growth, 70% add-to-cart boost, 45% higher CSATNespresso Oceania: 182% conversion lift from search, 10% higher order valuesXero: 20% reduction in human support cases in just six weeksKey Takeaways:Generative AI is becoming the nervous system of modern customer experiencePersonalization must extend across the entire lifecycle, not just pre-purchaseComposable commerce enables agility while leveraging best-in-class AI toolsStrategic integrations with endorsed partners reduce complexity and accelerate ROIBrands already embracing AI are seeing measurable, bottom-line business impactSubscribe to our podcast for insights on customer experience, digital commerce, and AI-driven personalization. Visit The Future of Commerce for in-depth analysis on how technology is reshaping shopping journeys. Share this episode with CX leaders, digital commerce teams, and marketers working to bridge the experience gap.

Try Journal free for 14 days: https://www.bookkeepersmarketing.com/ Take part in our Summer Survey: https://6fbsummer.scoreapp.com/p/summer2025 In this episode of The Bookkeepers' Podcast, we take a fresh, practical look at what bookkeepers actually do—end to end. We walk through the real workflow for small businesses: choosing cloud software and connecting bank feeds, coding sales and expenses with proper evidence (especially for VAT), handling accruals and prepayments, running credit control and payment runs, dealing with payroll journals, staying compliant with AML, and turning up-to-date data into useful management reports and cash flow forecasts. You Will Learn The true purpose of bookkeeping (decision-ready info first, tax compliance as a result). Why we recommend moving clients to cloud software (Xero, Sage, FreeAgent, QuickBooks) and specialising in one platform. How to keep business and personal spend separate and reconcile from the bank statement out. Sales workflows: invoicing, POS, online sales via Stripe/PayPal—and why you must “gross up” fees. Expenses, approvals, and smooth supplier payment runs (with director approvals). Payroll boundaries: when to outsource vs in-house, and how to post payroll journals correctly. AML responsibilities and the “bookkeeper as detective” mindset. Building monthly/quarterly reporting rhythms, KPIs, and cash flow forecasting clients can act on. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

Send us a textOrders arriving by text at midnight. Quantities scribbled on receipts. Spreadsheets that don't match the coolroom. The result? Wasted product, missed shelves, and supply chaos retailers simply won't tolerate.In Episode 140 of Foodpreneur with Chelsea Ford, I speak with Philip Fierlinger, co-founder of Upstock (and one of the brains behind Xero), about why running a modern food business on scraps of paper isn't just inefficient - it's a systemic roadblock costing brand owners money, credibility, and growth.If scaling matters to you, this episode is a must-listen.This Season of Foodpreneur with Chelsea Ford is brought to you by Chelsea Ford Co.'s tenth anniversary. Ten years in, I'm more committed than ever. The next decade is wide open for those ready to do things differently and back themselves to grow.LINKS & RESOURCES:Upstock websiteScale your FMCG brand on UpstockPhilip Fierlinger LinkedInEatKindaCoaching Claire MacDonald, Episode #43 What to do When a Stockist Says ‘No' or ‘No for Now'Your Free Pitch PlanBecome A Foodpreneurs Festival InsiderChelsea Ford Co. websiteSeason 14 Season 14, out now, is 'Scale Season' and is being presented by Chelsea Ford Co.'s 10th anniversary. For a decade, Chelsea Ford has backed Foodpreneurs and pushed to shake up an industry that too often plays it safe and leaves smaller players behind. She champions bold products, smarter tech, and better ways of working - because the future of CPG should be shaped by ideas, not just deep pockets. Chelsea believes every emerging brand deserves a fair shot - not crumbs from the big end of town. Founders, no matter their gender, ethnicity, cultural background, spiritual path, sexual orientation, or beliefs, deserve their place on the shelves. Chelsea stands for healthy competition - real competition - where brave ideas and fresh brands rise up because they're good, not because they're bankrolled. This podcast is part of that mission. Every episode sparks bigger thinking, practical action, and the connections you need to get your products into more hands - and more money in your pocket. Ten years in, she's more committed than ever. The next decade is wide open for those ready to do things differently and back themselves to grow. Click this link to see how you can be part of it.

The guys chat about CSL’s vaccine spin off and its share price disaster, just how good is Canva, Xero CEO’s lavish pay packet gets slammed by shareholders, Step One struggles to make a buck, RBA again fails basic understanding of how money works and Adam quizzes Adir on the world’s most valuable companies. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

Try Journal free for 14 days: https://www.bookkeepersmarketing.com/ Take part in our Summer Survey: https://6fbsummer.scoreapp.com/p/summer2025 In this episode, Jo and Zoe dive deep into the challenges bookkeepers face when it comes to showing up consistently on social media. They discuss the fears, mistakes, and mindset blocks that often hold bookkeepers back—from bad Canva templates to blank-page paralysis—and why marketing is a non-negotiable part of building a thriving practice. The episode introduces Journal, a brand-new social media tool designed specifically for bookkeepers and accountants. Journal combines the power of AI, Canva, and scheduling in one place, with bookkeeper-specific content preloaded. Jo and Zoe share their personal journey with marketing, why consistency builds trust and clients, and how Journal helps bookkeepers stand out as professionals while saving huge amounts of time. Why social media and visibility are essential for bookkeepers Zoe's journey from struggling with blogging and confidence to winning a social media award The common pitfalls of DIY Canva content Why consistency builds trust and impacts pricing, branding, and client attraction How Journal combines AI, Canva, scheduling, and bookkeeping-specific content in one platform Special listener offer: 14-day free trial + £10/month lifetime discount ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

Heather Smith & Tyler Caskey join ApprovalMax to have a conversation exploring how finance automation boosts accuracy, prevents fraud, and streamlines processes. Today I'm speaking with Tyler Caskey Partner at The Bean Counters In this episode, we talk about . . . Key Points: How automation reduces human error and speeds approvals Real-world case studies with ApprovalMax & Xero Common vulnerabilities: hacked emails, invoice scams, credit card fraud Risk reduction strategies: 2FA, segregation of duties, virtual credit cards The role of password managers & proactive anti-fraud controls Fraud detection warning signs & team training Stats: $277M lost to payment redirection scams in Australia (2023) 80–90% of finance errors caused by human error Automation can detect fraud 50% faster & reduce losses by 50% Event Preview: Brisbane Xerocon tips & networking advice Apps & Tools Mentioned: ApprovalMax, Xero, Mayday, Power BI, OnePassword, Practice Protect, EFTsure. 00:00 – Welcome & Introductions  Hosts set the scene, introduce Tyler Caskey, and outline today's automation & fraud prevention focus. 02:15 – Why Finance Automation is a "No Brainer"  How automation improves efficiency, accuracy, and security for finance teams. 05:04 – Real-World Automation Wins  Case study: $50M invoice group transforms processes with ApprovalMax & Xero. 08:42 – Common Fraud Vulnerabilities in Small Business  From hacked emails to bank detail changes—how fraudsters infiltrate. 12:15 – Invoice Scams & How to Spot Them  Practical warning signs and red flags finance teams should never ignore. 15:50 – Credit Card & Virtual Card Fraud Prevention  Reducing risk with approval processes and controlled card usage. 19:32 – Passwords, 2FA & Segregation of Duties  The non-negotiable security practices for finance teams. 23:05 – Fraud Cost & Prevention Statistics  Eye-opening data on human error, scam losses, and automation benefits. 26:40 – Training Your Team for Fraud Awareness  Creating a culture that detects scams before they succeed. 29:55 – ApprovalMax Features That Reduce Risk  Notifications, audit trails, and bank account verification tools. 33:12 – Xerocon Brisbane Preview  What Heather & Tyler are excited about—plus networking tips for attendees. 37:18 – Final Advice for Accountants & Bookkeepers  Leading clients toward best-practice automation and fraud prevention.   Contact details: Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

Can an AI reconcile your books while you sleep? Blake and David run a live experiment with ChatGPT-5's Agent Mode in Xero—watching it match transactions, stumble on prepayments, and reveal what's realistically automatable today. They also break down a flood of app news: Dext's bill pay, Ramp's mega raise, Thomson Reuters and Deloitte's agentic AI, plus Ignition–Financial Cents and Canopy portal moves. They dig into survey findings showing that 58% of employees are secretly using AI at work despite company bans, and take a look at how AI is disrupting the job market for college graduates. SponsorsTeamUp - http://accountingpodcast.promo/teamupRelay - http://accountingpodcast.promo/relayHuman at Scale - http://accountingpodcast.promo/humanMissive - http://accountingpodcast.promo/missiveChapters(01:32) - Exploring AI in Accounting (02:20) - Testing ChatGPT for Accounting Tasks (05:26) - Reconciling Transactions with AI (10:27) - App News (18:34) - AI and Automation in Accounting (23:29) - Recent Raises and Acquisitions (31:10) - Government and Regulatory Updates (35:14) - AI Agent Struggles with Prepayment (35:39) - VC Investments in Accounting Firms (37:43) - Ignition and Financial Sense Integration (40:13) - Canopy's Smart Intake and AI Innovations (42:58) - AI in the Workplace: Surveys and Insights (44:39) - AI Agent Finally Figures Out Prepayment (52:36) - AI's Limitations and Future Potential (01:01:55) - Fundraising and AI in Accounting Apps (01:12:28) - Impact of AI on the market (01:13:42) - Conclusion and CPE Information  Show NotesProduct Specialist-Accounting,AI - Xerohttps://builtinlondon.uk/job/product-specialist-accounting-ai/6683466Rillet raises $70M to replace 20th-century accounting software with AI-native ERP built by accountantshttps://www.globenewswire.com/news-release/2025/08/06/3128328/0/en/Rillet-raises-70M-to-replace-20th-century-accounting-software-with-AI-native-ERP-built-by-accountants.htmlAI accounting startup Rillet raises $70 million in Andreessen Horowitz, ICONIQ-led roundhttps://www.investing.com/news/economy-news/ai-accounting-startup-rillet-raises-70-million-in-andreessen-horowitz-iconiqled-round-4172975Ramp Raises $500 Million at $22.5 Billion Valuation to Accelerate AI and Build the Future of Financehttps://www.prnewswire.com/news-releases/ramp-raises-500-million-at-22-5-billion-valuation-to-accelerate-ai-and-build-the-future-of-finance-302516953.htmlRamp hits $22.5B valuation just 45 days after reaching $16Bhttps://techcrunch.com/2025/07/30/ramp-hits-22-5b-valuation-just-45-days-after-reaching-16b/IRS, White House clashed over immigrants' data before Billy Long was oustedhttps://www.washingtonpost.com/business/2025/08/09/trump-administration-irs-data-dispute/Trump replaces IRS Commissioner Billy Long with Scott Bessenthttps://www.washingtonpost.com/business/2025/08/08/billy-long-irs-commissioner-bessent/Trump ousts Billy Long as IRS commissioner, names Bessent acting headhttps://www.cnn.com/2025/08/08/politics/billy-long-ousted-irs-commissionerIRS Chief Forced Out After Immigrant Tax Data Pushback—Reporthttps://www.newsweek.com/irs-chief-forced-immigrant-tax-data-pushback-report-2111292Billy Long's IRS ouster follows clashes with Treasury, sparks concernhttps://thehill.com/homenews/administration/5449180-treasury-clashes-irs-commissioner/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to c...

Send us a textHey everyone! This month's live Q&A was packed with so many golden nuggets for your bookkeeping business. We covered everything from client management to getting started with confidence - basically all the real stuff you're dealing with day-to-day.In this episode you'll hear:Getting Clients in Niche MarketsHandling Unresponsive ClientsRecording Startup ExpensesBookkeeping Practice TestsUsing Airtable, Asana, and DubsadoClient Management and Team StructureMigrating New Clients to Xero from QBOConnecting Credit Unions to XeroAnd More!Resources mentioned in this episode:Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/vipBookkeeping Biz Workshops: http://bkworkshops.online/One-on-one mentoring sessions: https://www.ambitiousbookkeeper.com/contactXero: https://xeroamericas.partnerlinks.io/79afz10exu7dDubsado: https://www.dubsado.com/?c=shoupcpaOpen Phone: https://openph.one/referral/XA0kFFRExcel, Asana, Airtable, QBO, Jet ConvertThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Join this cohort of The Bookkeeping Business Accelerator®️>Register for the Information Session HERE>August 26th - 5 PM PST

Check out my newsletter at ⁠⁠https://TKOPOD.com⁠⁠ and join my new community at ⁠⁠https://TKOwners.com⁠⁠━I walk you through exactly how I validate an online business idea before I ever launch it, using real data from places that actually matter. I use GummySearch, Reddit, and review sites like Captera, G2, GetApp, and TrustRadius to pull the true pain points and must haves for QuickBooks and Xero, then I run the same prompt across ChatGPT, Claude, Perplexity, and Manus to cluster the findings. The big three complaints are unreliable bank feeds, constant pricing increases, and poor customer support, while the must haves are clean invoicing, simple reconciliation, and easy cloud access with multi user collaboration. To show how fast you can move, I spin up a Carrd landing page on LazyBooks.com, wire it to Beehive for email capture, and put a simple message out for small businesses that hate bookkeeping. If you want a simpler tool built for businesses with zero to ten employees, join the LazyBooks waitlist below.Try PickFu and get 50% off your first poll with code TKOPOD at https://www.pickfu.com/#_r_tkopod30% off for three months with code CHRIS30 at checkout - https://www.beehiiv.com/chrishttps://try.carrd.co/fs12zhlchttps://gummysearch.com/?via=chris-koernerEnjoy!---Ask me a question on or off the show here: https://tkopod.co/p-askLearn more about me: https://tkopod.co/p-cjkLearn about my company: https://tkopod.co/p-cofFollow me on Twitter here: https://tkopod.co/p-xFree weekly business ideas newsletter: https://tkopod.co/p-nlShare this podcast: https://tkopod.co/p-allScrape small business data: https://tkopod.co/p-os---PROMPT: Your job is to act like a research assistant with agentic browsing and scraping powers. I want you to investigate public review sites (Capterra, G2, GetApp, TrustRadius, and similar) and extract real user pain points and “can't-live-without” features for QuickBooks (Online + Desktop) and Xero.Steps:1. Scrape reviews across multiple platforms (Capterra, G2, GetApp, TrustRadius, Reddit, app store reviews if available).2. Collect at least 200+ recent reviews (past 2 years).3. Parse and cluster feedback into two categories: - *Pain points* (things users hate, churn reasons, frustrations, broken features, cost complaints). - *Must-haves* (the specific features or outcomes users rave about and would never give up).4. For each cluster, include: - Direct sample quotes from real users (keep them short). - Frequency (# of times it appeared across reviews). - Sentiment strength (light annoyance → dealbreaker).5. Summarize into a ranked list: - Top 10 pain points across both platforms. - Top 10 must-have features across both platforms.6. Call out any hidden gems — recurring insights from smaller groups that big competitors might be missing (ex: bank-feed stability, reconciliations, multi-currency, customer support).7. Deliver a final “opportunity map” — 3–5 areas where a slimmed-down competitor could wedge in, based on high-frustration/low-satisfaction pain points paired with still-high demand for core features.Output format:- Clear tables (Pain Points, Must-Haves).- Ranked lists with numbers.- A concise final summary with the best 3–5 wedge opportunities.Make sure all insights are backed with real review data, not generic summaries.At the end of your report give me your unfiltered unbiased take on whether or not I should start this business. Be brutally honest for me, and assume I have a 10x developer on my team, because I do.

In this landmark 750th episode of the NZ Tech Podcast, Paul Spain sits down with Xero founder Rod Drury for an inspiring conversation on New Zealand's tech landscape. Rod dives into his post-Xero projects, the future of digital identity, challenges of globalisation, the nation's payment infrastructure, and Queenstown's innovation as a live lab. Expect fresh insights on AI strategies, public-private collaborations, fintech disruption, and how Kiwi ingenuity can shape the world. Don't miss this thought-provoking, future-focused episode!Special thanks to our show partners 2degrees, One New Zealand, Spark New Zealand, HP, Workday and Gorilla Technology.

We've been putting this off for months… but in this episode of Accidental Business Owner, Di finally forces us to sit down and build the scoreboard we've been avoiding.What does that mean? It's the unfiltered look at the numbers that really drive our business —-sales, downloads, social media, guest performance, coffees, proposals, even studio bookings. The levers that show if we're actually growing… or just making noise.It's uncomfortable. It's funny. It's honest. And it's exactly what we needed.If you've ever avoided looking at your numbers or felt nervous about measuring success, this conversation will hit home.What you'll hear in this episode:Why a P&L only tells half the storyThe dashboard that shows the truth in real timeWhat we should have been tracking all alongHow small levers (like coffees, content, and guests) change everythingDi holding us accountableThis episode was brought to you by Xero. Supercharge your business with the help of Xero accounting software. With more ways to pay, clearer cash flow, and powerful insights all in one place, you can say ‘so long' to endless admin and hello to business control like never before. Try Xero free for 30 days, terms apply. Hosted on Acast. See acast.com/privacy for more information.

⬇️ Resources for Bookkeepers linktr.ee/6fb ⬇️ Take part in the Summer Survey to find out what other bookkeepers are charging. https://6fbsummer.scoreapp.com/p/summer2025 ⬇️ Join The Bookkeepers' Collective https://6figurebookkeeper.com Jo Wood and Zoe Whitman dive into one of the most frequently asked questions in the bookkeeping community - how should you price your services? Drawing on insights from their summer pricing survey and real-world experiences, Jo and Zoe break down the pitfalls of hourly rates, the importance of value-based pricing, and how to confidently transition to fixed fee models. They explore how efficiency, technology, and mindset impact profitability, and share how to build a pricing strategy aligned with your lifestyle, capacity, and goals. You'll also learn about the gold standard service model and how to design packages that reflect the true value you provide as a bookkeeper and finance professional. What Listeners Will Learn Why hourly pricing can cap your income and reduce your profitability. How to position your services based on outcomes and value. What bookkeepers are actually charging based on current survey data. How to design and price a “gold standard” monthly bookkeeping service. The impact of tech and efficiency on hourly-based income. How to reverse-engineer your pricing based on income goals. Strategies for repricing clients without losing your business. The importance of understanding your ideal client when pricing. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

What SaaS metrics and financial metrics really matter when you're scaling toward your first $1 million in ARR? In episode #305, Ben Murray breaks down the essential numbers to track using his Five Pillar SaaS Metrics Framework. From building a strong accounting foundation to tracking investor metrics like retention, bookings, and gross profit, this episode gives you the tools to set your business model up for scale and eventual company valuation growth. Whether you're a founder, CFO, or finance lead, you'll learn how to implement the right KPIs before you cross the $1M mark, so you can confidently present metrics to your team and/or investors and operate with clarity. What You'll Learn: SaaSfy Your Accounting Foundation Why your accounting system (QBO, Xero, etc.) needs a SaaS-specific structure. How a clean P&L improves your ability to track revenue, margins, and KPI's. Track Bookings Data Early Why executed contracts (new ARR, expansion ARR, and contraction) are one of the most important SaaS numbers. How bookings feed your go-to-market efficiency calculations and help measure sales ROI. Retention Is Key Gross revenue retention, net revenue retention, renewal rates, and logo retention — and when each matters most. How retention signals product-market fit and impacts valuation. Other Metrics to Watch Gross profit, EBITDA, cash flow forecasting, and cash runway. How do these connect to financial strategy and your long-term investor metrics? Why These Metrics Matter Before $1M ARR: Creates a financial systems foundation for scale. Equips you to benchmark your performance against peers. Builds a data story for fundraising and valuation discussions. Avoids costly gaps in financial modeling once growth accelerates. Resources Mentioned"

CEO Jeremy Allaire talks with TITV Host Akash Pasricha about Circle's Q2 Earnings. We also talk with Yueqi Yang about crypto treasury stocks, Xero CEO Sukhinder Singh Cassidy discusses the company's growth strategy, and we get into GPU code generation with Waleed Atallah, CEO of Mako.Articles discussed on this episode:https://www.theinformation.com/articles/cryptos-red-hot-stock-trade-shows-signs-cooling https://www.theinformation.com/briefings/crypto-exchange-bullish-seeks-990-million-upsized-ipoTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Sign up for the AI Agenda newsletter.

Jo and Zoe will be discussing a study of 500 business leaders based in the UK conducted by Dext by IRIS on the cost of wasted potential for your client's business ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

On this episode of the Woodard Report podcast, Joe and Heather speak about the inspiring story of a former KPMG accountant who rescued over 165 people during catastrophic flooding in Texas, highlighting the human side of the profession. They also dive into Xero's strategic $2.5 billion acquisition of Melio and what it signals for the future of accounting software ecosystems. Referenced during the show: Current events — KPMG Alum helps save 165 Texas flash flood victims Xero Acquires Melio for 2.5 billion dollars TV/Movie quote of the week — Heather mentioned Strange New Worlds Joe mentioned Foundation Excellent things we learned — Take the Guesswork out of Reasonable Compensation Ways we are using AI for work The Woodard Report article of the week — 10 Simple Productivity Tips for the Chronically Distracted Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for accountants, CPAs and tax professionals nationwide. The CorpNet Partner Program, 10X your firm's revenue by helping clients form a business, register for payroll taxes, maintain compliance and more. Learn more about the show and our sponsors at Woodard.com/podcast

In this episode of Accidental Business Owners, we reflect on the realities of running a growing business - the kind you don't see on Instagram.From building a new podcast studio, navigating cashflow, and rethinking our business priorities… to a cancelled flight that derailed an entire strategy day – we unpack what happens when the pressure quietly builds up behind the scenes.Steve opens up about an unexpected emotional moment during a key advisory meeting - and what it revealed about time, energy, and how running a “dream” business can still weigh heavily.We talk:Growth vs. sustainabilityWhy building your own studio doesn't guarantee more freedomThe weight of juggling business, family, and griefWhat we're focusing on next (and what we're not)This episode was brought to you by Xero. Supercharge your business with the help of Xero accounting software. With more ways to pay, clearer cash flow, and powerful insights all in one place, you can say ‘so long' to endless admin and hello to business control like never before. Try Xero free for 30 days, terms apply. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Grow a Small Business, host Troy Trewin interviews Suzanna Chaplin, founder of ESB Connect, shares her incredible journey from starting an email marketing business with her father to building a powerhouse with over 17 million email addresses and £1.5M in revenue. She opens up about overcoming £250K in debt, navigating the emotional toll of a family business, and pioneering the UK's first email retargeting tech that matches anonymous site visitors with emails. Suzanna also dives into scaling with profitability, building a resilient team, and why owning your audience is more critical than ever. Her story is packed with real challenges, bold moves, and powerful insights for any business owner chasing sustainable growth. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Suzanna Chaplin, the hardest thing in growing a small business is navigating the emotional rollercoaster—the constant ups and downs. One day everything feels great with strong sales and a happy team, and the next day, key clients might pull budgets or team members might resign. It's the ability to stay consistent, keep showing up every day, and push through the tough times that truly tests a business owner's resilience. What's your favorite business book that has helped you the most? Suzanna Chaplin's favorite business books that have helped her the most include “Winners” by Alastair Campbell for its insight into what makes successful people tick, and “The 7 Habits of Highly Effective People” by Stephen Covey, which she values for its lessons on communication and understanding people's core motivations. She also mentioned “Good to Great” by Jim Collins and books by Adam Grant as powerful resources that have shaped her business thinking. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Suzanna Chaplin recommends several powerful podcasts and online resources to help grow a small business, including How I Built This by Guy Raz for inspiring founder stories, Diary of a CEO for raw and insightful conversations (especially earlier episodes), and Sweat Equity by the founders of Hype for practical branding tips. She also suggests Founders for deep dives into entrepreneurial mindsets and The Spark by Emma Grede for valuable perspectives from a female founder's lens. Suzanna emphasizes that podcasts, books, and mentorship have been key to her learning, offering real-world solutions to everyday business challenges. What tool or resource would you recommend to grow a small business? Suzanna Chaplin recommends Xero as a must-have tool to grow a small business, emphasizing the importance of knowing your numbers and staying on top of cash flow. While it may seem basic, having clear visibility into your finances is crucial for making smart decisions. She also highlights the value of implementing a solid CRM system as the business scales, helping manage team workflows, forecasting, and client communication more efficiently. These tools, she says, are essential for building a strong operational foundation. What advice would you give yourself on day one of starting out in business? Suzanna Chaplin's advice to herself on day one of starting out in business would be: “It's going to be okay—keep going and stay consistent.” She emphasizes the importance of trusting the journey, making quicker decisions when needed (especially around hiring), and not holding onto people or situations that no longer serve the business. She'd also remind herself to stay organized, believe in her instincts, and understand that the hard days will pass—and every small step forward adds up to big progress. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: You don't truly own your audience until you own their email address – Suzanna Chaplin Every small step you take during hard times becomes a giant leap in hindsight – Suzanna Chaplin Delegation isn't weakness — it's the key to real growth – Suzanna Chaplin      

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman explore six powerful business lessons they've learned over the years—insights that apply far beyond the world of bookkeeping. From reframing failure to embracing automation and understanding your money story, Jo and Zoe share personal anecdotes and honest reflections that show how running a business can teach us about resilience, decision-making, and self-awareness. The discussion touches on the emotional weight of failure, the importance of being in the right rooms, how to work with your natural energy patterns, and why understanding your past (especially around money) is key to growth. Whether you're new to business or well-established, this conversation offers a fresh perspective on how to navigate your personal and professional life with confidence and clarity. What Listeners Will Learn: Why failure is often the best teacher in business and life. How to gain confidence when networking or entering new spaces. The importance of understanding and working with your energy cycles. How to build assets that support long-term business growth. Why using tools and AI is about leverage—not laziness. How your money story and personal background can influence business decisions. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

If your marketing grew like a dividend-reinvestment plan, would you still let a quarterly target dictate every decision? Agility requires stacking returning gains faster than the market changes—think compound interest, but for marketing campaigns. Today we're going to talk about the Compound Marketing Engine, agentic AI, and why “data-driven” still needs greater adoption among leaders.To help me discuss this topic, I'd like to welcome Chris O'Neill, CEO of GrowthLoop. About Chris O'Neill Chris O'Neill is CEO of GrowthLoop and a board director at Gap Inc. (NYSE: GPS). His 25+ year career includes leadership roles at Google Canada, Evernote, and Xero, and board experience at Tim Hortons. As an advisor and investor, his portfolio includes Koho, Plus AI, and Neeva (acquired by Snowflake). Chris lives in Northern California with his wife, two children, and their dog Teddy. Chris O'Neill on LinkedIn: https://www.linkedin.com/in/croneill/ Resources GrowthLoop: https://www.growthloop.com https://www.growthloop.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

This ep, Xero, Grue, Shadowlink, and CoinOps discuss Richard Kelly's 2006 hyper-ambitious film "Southland Tales". It's insane, divisive, granularly interesting, and utterly batshit. Links:https://www.neondystopia.com/https://www.patreon.com/neondystopia/https://cyberpunklibrarian.com/https://rss.com/podcasts/l0wl1f3podcast/https://youtube.com/@l0wl1f3pod?feature=shareddiscord.gg/M6fGZERb7Z

Recently, Ashley and I have had the privilege of meeting with some young couples and talking to them as they're just coming into marriage or preparing to be married. They often ask us a variety of questions, as you would expect from anyone talking to a couple who's been married for a while. One of the big issues that consistently comes up early in marriage—and continues to show up later—is the issue of money. That's been true in our marriage as well. It makes sense that money and finances are also a very real issue for business owners, especially those who are married and both spouses work in the business. So let's have that discussion. I think it's really helpful, and I want to drill it down to one financial dashboard that can bring clarity. Because that's our ultimate goal—to liberate you from chaos and make time for what matters most. By the way, my name is Scott Beebe. If we haven't met yet, I'm part of the Business On Purpose team. A lot of times we meet people who say, “Hey, I've got a vision for what I want to do.” Great! We help you write that down. We've got a vision story framework that does that well. One of the next steps is to build out your financial dashboard. This involves subdividing your cash accounts and will help you gain a much clearer picture of your actual financial health. Instead of lumping everything into one, two, or three bank accounts, it requires about six or more. Now, I know that sounds hard, but I promise it's not. Once we do that, we can begin to isolate the cash in your business and start tracking different aspects of your finances. By breaking your finances into categories, you can more easily monitor the flow of cash. We like to say “flow of cash” instead of just “cash flow,” because for many, that term brings to mind complex reports. This method also allows you to allocate resources effectively and make informed decisions—because now you can actually see where the cash goes. It's kind of like Dave Ramsey for business. Having that level of monetary organization lets you track progress toward any kind of goals—generosity goals, profit goals, reinvestment goals, and more. You can adjust your strategy as needed. Visioning and financial planning is not a one-time event. (And when I say financial planning, I don't mean what a financial planner does—I mean you allocating cash to plan the future of your business.) It's something we must regularly revisit and refine as the business grows and evolves. So, what can you do first? Start with a simple spreadsheet to track your cash balance every single week. You might ask, “Can we do this in QuickBooks or Xero?” Theoretically, yes. But you usually won't—and it serves as a great discipline to do it manually. That foundational step of a spreadsheet allows you to create a realistic budget for the year ahead. Look at your existing profit and loss statements and chart of accounts. If you don't know where to start, look at last year's P&L. That's a great starting point. Don't worry about being precise with your budget at first. Budgeting is more of an art than a science. Once you've got your vision statement and a basic financial dashboard in place, it's time to build out your organizational structure. So now you've got a vision and a financial dashboard—now build an organizational structure to know who's going to handle the financial “fuel” driving the business forward. Think of this like creating a skeleton for your business, similar to the human body. Instead of focusing on specific individual names, focus on the roles. We say “role first, people agnostic.” This lets you structure your business based on responsibilities instead of personalities. Next, identify and map out each process required to run your business. You've got a vision, a simple dashboard, subdivided bank accounts, and a consistent snapshot of those accounts. Now you can create an org chart to know who's doing what—and then define what they're doing. These processes fall into four core systems: marketing, sales, operations, and admin. List the processes under each of these categories. You don't need detail yet—just broad items like “website,” “social media,” or “outbound calls.” This gives you an overview of your operations. Once that's in place, you can map out your company culture using what we call the “Anchor.” You've got your vision, your cash tracking, your roles, and your processes. But how do you build culture into that? Use the Anchor. Create another spreadsheet. List the weeks of the year across the top and your cultural elements along the left-hand side. These could include team meetings, performance reviews, birthday celebrations, anniversary celebrations, training schedules, and more. Then plot these cultural events across the calendar. Assign one person to manage the Anchor and you'll have a visual representation of your business's RPM culture—Repetition, Predictability, and Meaning. It's about creating a framework. It doesn't have to be perfect from the start. The goal is to have these pieces in place and work them with consistency. As you implement these steps, you'll gain a much clearer picture of your business's structure, finances, and culture. It allows you to make better decisions and build a stronger foundation for growth. So we started with money—realizing that money is just fuel. It's a tool to pursue your vision, build clarity around your structure, understand your processes, and foster your culture using simple, actionable tools. If you don't know where to start, here are five good tools to begin with: Vision Story – Lay out where you're going. Financial Dashboard – Track your cash. Organizational Structure – Clarify roles and responsibilities. Processes – Know what needs to be done. Anchor – Build and maintain your culture. That's the glue that holds everything together. So just like those young couples ask, “Where do we start with money?” I've just walked you through five simple tools to start building intentionality into your business. Why? So you can be liberated from chaos and make time for what matters most. Hey—make sure to go to mybusinessonpurpose.com. You can check us out there. And if you go to mybusinessonpurpose.com/healthy, you can take a five-minute health assessment to understand the strength and sustainability of your business's backend.   Want help building a clear financial dashboard? Visit mybusinessonpurpose.com/ask to connect with a BOP coach. To check the health of your business, visit mybusinessonpurpose.com/healthy today! SIGN UP for our Newsletter HER➡️ https://www.boproadmap.com/newsletter For blogs and updates, visit our site HERE ➡️ https://www.mybusinessonpurpose.com/blog/ LISTEN to the Business On Purpose Podcast HERE ➡️ https://podcasts.apple.com/us/podcast/my-business-on-purpose/id969222210 SUBSCRIBE to our YouTube channel HERE ➡️ https://www.youtube.com/channel/UCbPR8lTHY0ay4c0iqncOztg?sub_confirmation=1

Rowan Simpson has helped shape some of Aotearoa's most iconic startups - from Trade Me and Xero to Vend and Timely - usually from behind the scenes. But with the release of his new book How to Be Wrong, he's stepped into the spotlight to share some hard-earned lessons about success, leadership, and the quiet people who build great companies. In this episode, we talk about what startup culture still gets wrong, how stories are told and who gets left out, and why the real impact of startups should be measured far beyond headlines and valuations. Rowan opens up about the mistakes he's made, the decisions that still stay with him, and the power of doing the right thing even when it's hard. We dig into ideas he hasn't been asked about elsewhere - from capital gains tax and the role of government, to the inside story of one of the stories he shares in the book that host Simon Pound was working on with him, the restructure of Vend after a funding round failed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textHey everyone! This month's live Q&A was packed with so many good questions from the community. We covered everything from client communication systems to accrual accounting transitions, and I even got to address some pricing questions that I know so many of you struggle with.In this episode you'll hear:Client request systems and processesXero migrations and software recommendationsAccrual accounting deep divePricing strategies and business growthResources mentioned in this episode:Xero: https://xeroamericas.partnerlinks.io/79afz10exu7dJet Convert: https://jetconvert.com/Hubdoc: https://www.hubdoc.com/Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nuGusto: https://gusto.com:/partners/i/serena591TaxJar: https://www.taxjar.com/Keeper: https://keeper.app/?via=serenaContent Snare: https://contentsnare.com/#_r_serena58Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bbaElevate: https://www.ambitiousbookkeeper.com/elevatePricing for Profit: https://www.ambitiousbookkeeper.com/storeBookkeeping Biz Workshops: bkworkshops.onlineAmbitious Bookkeeper Facebook Group: https://www.facebook.com/groups/ambitiousbookkeeperAlyssa Lang/Workflow Queen: https://www.workflowqueen.comKatie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvvBookkeeper Launch: https://sk293.isrefer.com/go/BLFS/SS64/Akadian: https://fastandeasyqbo.samcart.com/referral/ihiA1kYR/8Duca0gOuAg8wpjFThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. PlGet access to the Dubsado Decoded Private Podcast Series here>> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Join me as I chat with Amir to discuss how Cursor can function as a comprehensive interface for business operations beyond traditional coding. Through demonstrations of Model Context Protocols (MCPs), Amir illustrates how to automate financial reporting, conduct UX analysis, create marketing content, and perform QA testing—all within Cursor. The conversation highlights how this approach can dramatically improve productivity by eliminating the need to switch between different applications. Timestamps: • 00:00 - Intro • 01:03 - Overview of using Cursor beyond coding • 02:40 - Finance automation with Xero MCP • 07:58 - UX analysis using Playwright MCP • 14:37 - Sales/Marketing automation with Perplexity and Firecrawl MCPs • 23:51 - QA testing automation • 26:50 - Advice for non-technical users getting started with Cursor Key Points: • How Cursor AI can be used beyond coding to manage finance, analytics, design, and marketing tasks • Model Context Protocols (MCPs) allow seamless integration with third-party services like Xero, Playwright, and Perplexity • Automated workflows can handle accounting tasks, UX analysis, content creation, and QA testing • Different AI models serve different purposes: "thinking models" for planning and "agentic models" for execution LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ Boringmarketing - Vibe Marketing for Companies: https://www.boringmarketing.com/ The Vibe Marketer - Join the Community and Learn:https://www.thevibemarketer.com Startup Empire - a membership for builders who want to build cash-flowing businesses https://www.skool.com/startupempire/about FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/ FIND AMIR ON SOCIAL Humblytics: https://humblytics.com/?via=community X/Twitter: https://x.com/amirmxt Youtube: https://www.youtube.com/@amirmxt Build, Ship, Market: https://buildshipmarket.com