Podcasts about Xero

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.

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.

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      

Pip & Amy are the co-founders of Springboards -- an AI platform built for agencies, by agency veterans.They are also Husband and wife, ex-agency misfits and self described - accidental founders. From media roles in Sydney to creative gigs in San Francisco, with stints at Twitter, Shopify, and deep dives into Web3. When COVID hit, redundancy and a newborn sent them packing for Noosa, QLD. There, they taught themselves to code and teamed up with co-founder Kieran Browne to build Springboards—an AI tool that helps agencies move faster without losing the craft. Today, it powers some of the world's top creative teams and recently raised $5M from Blackbird Ventures.+++ 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***   

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.

Heather Smith and Tyler Caskey explore major Q4 tech updates, from payroll developments to NetSuite integrations, AI trends, multi-entity reporting, and smarter expense and project tools. Today I'm speaking with Tyler Caskey, Founder at The Bean Counter. In this episode, we talk about . . . industry insights and key accounting technology updates from April to June 2025. We highlight the competition in HR and payroll, noting Rippling's market leadership, Employment Hero's implementation improvements, and Tanda's attractive pricing . We discuss Xero's integration of Syft into its dashboard. Tyler praises the project management solution Work Guru for its native integrations across different systems. We also cover the integration of the ERP solution Oracle NetSuite with Airwallex, Weel and ApprovalMax, and highlight changes in Xero, QuickBooksOnline, and MYOB, including the release of Solo Money by MYOB. We wrapped up with a quick look at recent investments and a preview of upcoming Accounting Technology events. Key Themes & Takeaways Payroll & HR Tech Competition heating up: Rippling, Employment Hero, Elmo, and Tanda making moves. Pricing pressures and feature sets vary widely—Tanda noted as great value. Multi-Entity Reporting Strong contenders: Fathom, Join, DataSights, Calxa, Spotlight Reporting. Notable updates: Xero integrates Sift, Join introduces Board Packs, Calxa adds advanced tracking category grouping. Expense Management & Virtual Cards ApprovalMax, Weel and Airwallex now integrated with NetSuite. Derive emerges as a serious AP/procurement tool competitor to ProSpend, especially for franchises. Jobs & Projects WorkGuru praised for native integrations, suitability for construction and manufacturing. Gojee, Scoro, and Project Works also discussed. Project Works raised $12M Series A. AI & ChatGPT Use in Accounting Clients are using AI for education and pre-queries—accountants need to stay ahead. Risks around DIY tax advice. AI as a review tool (e.g., Expert, future potential). CRM Tools Wave CRM: Excellent for member-based orgs. Friendly Manager and Hello Club noted in the sports/event space. Core App Updates Xero: Practice Manager UI refresh, Tap to Pay on iPhone, invoicing redesign, Carbon integration, U.S. Melio acquisition. QuickBooks: New 3-year forecasting, workflow approvals, ATO integration enhancements. MYOB: Launches Solo Money – targeted at freelancers/sole traders. ERP & Reporting Tools Hemesphere + Odoo for large-volume users. NetSuite growing as a high-quality GL platform, even for low-entity clients. Campfire (AI-first ERP) secures $35M Series A funding.  Events Mentioned Heather & Tyler speaking across AU at Dashboard Insights, CloudOffice, CA ANZ & Women in Accounting events. Upcoming: Xerocon (Tyler speaking), Suite World Vegas, Zoholics, Mayday's Multi-Entity Webinar Series. Upcoming events that Tyler or Heather are speaking at:   31 Jul - Fireside, Forecasts & Future Tech - Cloudoffis, Melbourne 1 Aug - FY25 Accounting Benchmarking Roadshow - Dashboard Insights, Brisbane 14-26 Aug Scaling with Xero 19 Aug Your Brain is Full: Build a Second Brain to Make Room for What Matters - SWAN Sydney Women in Accounting Network 25-26 Aug 2025 Zoholics - Sydney 1 Sep The Intersection of Accounting and Technology - CAANZ, Brisbane 3-4 Sep Xerocon - Brisbane 6-9 Oct SuiteWorld - Las Vegas 22-23 Oct Accounting & Business Show Asia - Singapore Contact details: Tyler Caskey : https://www.linkedin.com/in/tylercaskey/ The Bean Counters https://www.thebeancounters.com.au/ 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

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

Agriculture is leading the way as the country's top performing industry. Xero's latest Insights report shows consistent under-performance in New Zealand's small business sector in the past year, with sales falling by 0.1% in the June quarter. Country manager Bridget Snelling told Mike Hosking sectors that are more sensitive to consumer spending and interest rates are being hit hardest. She says construction is down 6.4%, retail is holding flat, and hospitality is down 2.1%, so it's tough conditions for small businesses. However, sales in the month of June rose 4.4%, the strongest monthly increase since April 2024. Snelling says we're in an unstable global economic situation, and people are not feeling confident to spend as they may have done in a more prosperous economic time. LISTEN ABOVE See omnystudio.com/listener for privacy information.

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

In this episode of The Bookkeepers' Podcast, Zoe Whitman interviews her co-host Jo Wood, who shares what it really takes to run a high-performing bookkeeping practice. At the peak of her business, Jo was supporting 65 clients and generating consistent turnover of £25,000 per month. She talks through how she built and led her team, structured her services, and developed systems that allowed her to step back from the day-to-day without compromising client service. Jo opens up about her leadership journey, why WhatsApp became an essential client communication tool, and how niching brought huge efficiencies. She also reflects on what she'd do differently if she were building her business today, given the range of tech and AI tools now available to bookkeepers. This episode offers a practical and honest look into what it takes to scale a practice, not just in terms of numbers, but in building a business that works without burning you out. You Will Learn: How Jo structured her team to support 65 clients efficiently Why she prioritised onboarding clients into the system, not just onto the books The benefits of team-wide communication through WhatsApp How niching helped streamline processes and improve service delivery Why developing leadership and systems is more sustainable than doing all the work yourself What Jo would do differently with today's tools and technology Practical strategies for scaling to £25k+ months sustainably ----------------------------------------------- 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.

In this listener-fueled Q&A episode, Seamus and Steve are joined by Di to tackle the biggest questions around business growth, personal development, coaching breakthroughs, and how to define success when the rules keep changing.You'll hear about the real-time coaching moment that changed everything, why Steve cried in a café (again), and the difference between a mentor and a coach that everyone should understand.What you'll learn:The surprising power of safe-but-tough coachingMentorship vs coaching: what you need and whenHow to align personal and business growthThe evolution of success metrics (from vibes → revenue → profit)Why emotional moments are part of building something realWhether you're growing a podcast, scaling a business, or just figuring it out week by week — this one's packed with insight, humour, and honesty.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.

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

In this special episode of The Bookkeepers' Podcast, Zoe interviews her co-host and business partner Jo Wood about her incredible journey from struggling with self-belief to building and eventually selling her award-winning bookkeeping practice, Jo Wood Virtual FD. Jo shares openly about the personal challenges that shaped her—including childhood bullying, becoming a young mum, and health issues caused by stress—as well as the pivotal moments that helped her realise her purpose. She explains how her family background in entrepreneurship laid the foundation for her own ambitions and how her values of belonging and service have fuelled the growth of the 6 Figure Bookkeeper community. This heartfelt and inspiring episode explores what it really takes to build a successful business, the importance of mental and physical wellbeing, and why visibility and vulnerability are key in leadership. What Listeners Will Learn: Jo's journey from employment to self-employment and starting her bookkeeping business The role Jo's family and upbringing played in shaping her entrepreneurial drive How Jo overcame burnout and serious health issues while running a growing business Why she sold her practice, Also how she did it in just two weeks The mindset shift from building a business to finding deeper purpose Lessons about visibility, confidence, and redefining success ----------------------------------------------- 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/6fig... ----------------------------------------------- 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 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

Have a great point of view to add? Send us a text with your thoughts!Leading with curiosity.  The latest episode of The Tech Marketing Podcast sees Jon Busby speaking with Luis Felipe Sanchez, Executive General Manager (SVP), Global Partner Marketing at Xero. With a career spanning Intuit, Dext, and Visa, Luis shares how a mindset of continuous learning, risk-taking, and curiosity has shaped his approach to leadership. He reflects on navigating marketing complexity, product and partner alignment. Luis shares how accountant partners aren't just a route to market—they're customers too—and why enabling them through relevance, not just reach, is critical.A must-listen for leaders facing disruption and seeking clarity in an evolving landscape.

Powered by Xero, we dig into what gives the Lionesses that extra edge, helping them feel on top of their game. We all know the work that goes on on the pitch but what are some of those overlooked details that helps maintain the drive and dedication to be a professional footballer off the pitch? In the second and final episode of this mini-series, we speak to Fran Kirby about her journey to become a professional footballer and all of the changes that happened in her career. Plus, we hear from U19s coach Lauren Smith and breakout Lioness star Michelle Agyemang. Big thanks to Xero for supporting our coverage and backing both the Lionesses and small businesses like ours to be at our best. Get 90% off Xero for 6 months today: https://www.xero.com/campaign/referral-affiliate-tier2/?utm_medium=affiliates&utm_source=partnerstack&utm_campaign=fabe3e7bf217&ps_partner_key=ZmFiZTNlN2JmMjE3&ps_xid=7jUWrs14mRN1Xq&gsxid=7jUWrs14mRN1Xq&gspk=ZmFiZTNlN2JmMjE3

Welcome back to The SaaS CFO Podcast! In today's episode, we're diving deep into the next generation of accounting software with Nicolas Kopp, CEO and founder of Rillet. Nicolas shares his journey from building a fully regulated bank to launching Rillet—an AI-first ERP platform designed to take on industry staples like QuickBooks, Xero, NetSuite, and Sage Intacct. With a background grounded in finance and accounting, Nicolas brings a fresh perspective to a market that's long been dominated by legacy solutions. We'll discuss how Rillet is shaking things up for asset-light businesses in SaaS, AI, professional services, and fintech, and why the platform's robust multi-entity, multi-currency capabilities have attracted mid-market companies ready to graduate from more traditional tools. Nicolas also sheds light on the challenges of building highly regulated, mission-critical systems from scratch, what's behind their rapid customer adoption, and how an AI-native approach is changing expectations for accounting software. From funding milestones and his recent $25 million Series A, to lessons learned about product-market fit and the nuances of scaling go-to-market through channels and inbound demand, Nicolas gives us the behind-the-scenes look at Rillet's rise. If you're curious about the future of financial software—or when it's really time to make the leap from QuickBooks to a next-gen ERP—this conversation is for you. Let's get started! Show Notes: 00:00 "Comprehensive ERP System Advantages" 06:02 Business Growth from Transition Points 07:28 Streamlined ERP Solutions 12:37 Investment Insights: Backgrounds and Success 15:53 "Choosing Between Innovative ERP Solutions" 16:58 Rapid Success in Fundraising 22:15 Building Trust in B2B Sales 25:57 NPS and ARR Prioritized Over Retention 27:54 Focus on KPIs and AI Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/rillet-raises-25-million-in-series-a https://www.thesaasnews.com/news/rillet-raises-13-5-million-in-funding Nicolas Kopp's LinkedIn: https://www.linkedin.com/in/nicolas-kopp/ Rillet's LinkedIn: https://www.linkedin.com/company/team-rillet/ Rillet's Website: https://www.rillet.com/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

In this deeply personal and moving episode of The Bookkeepers' Podcast, Jo Wood sits down with her business partner, colleague, and friend, Zoe Whitman, to explore the story behind Zoe's fierce independence. Over the last five years, Jo and Zoe have built multiple businesses together—but this episode goes far beyond business. Zoe opens up about her childhood, the challenges she faced growing up in and out of care, the emotional weight of financial insecurity, and how her experiences shaped her relationship with work, success, and trust. Zoe reflects on how her early life built a sense of self-reliance that has served her—but also cost her. From buying her first house at 19 to closing her bookkeeping practice in 2020, Zoe shares how shame, pride, and practicality have collided in her journey as a businesswoman and mother. This is a rare glimpse into the vulnerability that sits behind many entrepreneurs' stories and a conversation about redefining success, legacy, and balance. What Listeners Will Learn: How childhood experiences shaped Zoe's values and independence The emotional impact of growing up in care and navigating unstable housing Why Zoe became an accountant and how the profession changed her life The real story behind closing her bookkeeping business during lockdown How shame and resilience intersect in entrepreneurship Why pricing and flexibility are vital for working parents—especially women The legacy Zoe hopes to leave for her children and the bookkeeping community ----------------------------------------------- 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.

In this Checkout episode, we go behind the scenes with Grant Arnott, the brains behind Click Frenzy, Power Retail and New Zealand's GrabOne, to hear what fuels his ecommerce engine. From leadership lessons in Zero to One and Great by Choice, to why customer-first brands like Birdsnest stand out against ecommerce clones, Grant explains why innovation doesn't always need a dev sprint or a budget. He also opens up about the mental juggle of running three very different businesses and why accounting software like Xero and Excel powers every idea before he scales. It's a sharp, honest look at what it really takes to lead in modern retail.Check out our full-length interview with Grant Arnott here:Main episode linksThis episode was brought to you by Convert Digital.About your guest:Grant Arnott is the Executive Director at Global Marketplace, where he spearheads initiatives to transform the e-commerce landscape across Australia and New Zealand. With a passion for retail innovation, Grant has successfully driven the development of a dynamic marketing engine, exemplified by key events such as Click Frenzy and influential platforms like Power Retail and GrabOne. Since joining Global Marketplace in 2012, he has played a pivotal role in shaping marketing strategies and overseeing impactful e-commerce events. Prior to this, Grant served as Managing Director of Click Frenzy, Australia's premier online retail festival, and was instrumental in establishing Power Retail as a crucial resource for the online retail community. About your host: Nathan Bush is the host of the Add To Cart podcast and a leading ecommerce transformation consultant. He has led eCommerce for businesses with revenue $100m+ and has been recognised as one of Australia's Top 50 People in eCommerce four years in a row. You can contact Nathan on LinkedIn, Twitter or via email.If you want to keep learning in eCommerce, make sure you hit the follow button!Thanks to our sponsors, Shopify and Klaviyo, for bringing you the show.Connect With UsVisit the website for more learning resources and join the ATC Community.Join us on LinkedIn: https://www.linkedin.com/company/add-to-cartJoin us on Instagram: https://www.instagram.com/addtocartshow/Sponsor Add To Cart: https://addtocart.com.au/sponsor/Contact Nathan: https://www.linkedin.com/in/nathbush/ Hosted on Acast. See acast.com/privacy for more information.

In this 1:1 episode, Steve sits down with Di Foster for a raw, honest conversation about the busy trap so many business owners fall into — and how to escape it.They unpack:The art of saying no without guiltHow to reclaim your time and energyWhy "busyness" is often just bullshitThe fear of letting go – and what happens when you finally doImposter syndrome, and backing yourselfDi's personal goals, mindset shifts, and what she's still learning on her journeyIf you've ever felt overwhelmed, stretched too thin, or unsure when it all stops — this one's for you.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.

Global fintech SumUp has launched SumUp Terminal, an all-in-one point of sale (POS) device that directly addresses the challenges faced by growing businesses. The device includes a card reader, POS, ordering system, and receipt printer, helping merchants manage orders, staff, inventory, and reporting in one place. This design allows staff to leave the sales counter behind, taking orders and payments directly on the shop floor or right at the table. In May this year, SumUp surveyed Irish SMEs and found that 25.5% of Irish businesses had made no key changes to their operations beyond raising prices, despite 38% stating that the current economic climate had negatively impacted their business. This highlights a concerning trend: many Irish businesses are falling behind in adopting innovative strategies to navigate growing economic uncertainty. The SumUp Terminal is a direct response to this challenge, underscoring the company's commitment to equipping merchants with tools tailored to today's evolving consumer landscape. Niall Mac an tSionnaigh, CEO of SumUp Ireland, said "At a time when many Irish businesses are feeling the pressure of rising rent, stock, and staffing costs - but are struggling to adapt - it's clear that practical, lean and accessible tech is more important than ever. The SumUp Terminal was built to meet that need, equipping merchants of all sizes with the tools to streamline operations and stay competitive in a rapidly changing environment." Key features and benefits for merchants using the SumUp Terminal include its all-in-one efficiency, allowing businesses to take card payments, manage orders, speed up checkouts, and print receipts or order tickets from a single device. Designed for durability and ease of use, it features an intuitive HD touchscreen and a long-lasting battery that supports staff throughout the entire workday. The Terminal also enables smarter operations by allowing the creation of custom staff profiles with role-based permissions and providing real-time sales reports to support informed business decisions. Irish merchants can simplify their bookkeeping by integrating popular accounting solutions such as Sage Accounting, Xero, and QuickBooks. Dual connectivity with built-in WiFi and free 4G mobile data ensures the device always connects to the strongest available network, keeping payments uninterrupted. To accelerate setup, Terminal uses its built-in camera to instantly digitise an entire product list from a single photo. This AI-driven feature means merchants can capture their handwritten or printed menu, and the device automatically creates an editable digital catalogue. This significantly reduces manual setup time, allowing merchants to then easily add descriptions, images, or new products. "We see countless merchants hit a growth ceiling where a simple card reader is no longer enough, but a traditional POS system feels too expensive and complex," said Tomer Sabag, Chief Hardware Officer at SumUp. "Terminal was built to be that perfect next step. It delivers the core operational power a growing business needs with the speed, ease-of-use, and affordability that are hallmarks of the SumUp ecosystem. It's designed to help our merchants scale in an easy and seamless fashion." SumUp will continue to enhance Terminal with free, automatic software updates. Upcoming features include barcode scanning, table management, and the ability for multiple Terminal devices to sync and operate together in the same venue. As an integral part of the SumUp ecosystem, the Terminal will also connect and sync seamlessly with SumUp POS systems - enabling streamlined, connected operations across devices and services. See more stories here. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/iri...

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

Send us a textThis bonus episode features the live recording from Wave Seattle, where I joined forces with Alyssa Lang (the Workflow Queen) and event host Erin Pohan for an authentic conversation about business, friendship, and finding your people in the accounting industry. We shared our "biz bestie" origin story, talked about navigating personal setbacks as business leaders, and answered real questions from the audience about everything from hiring to burnout.In this episode you'll hear:How a mistakenly booked hotel room with one king bed instead of two queens led to the friendship that changed both our businessesHonest discussion about mental health, taking breaks, and why it's okay to pause when life gets overwhelmingConcrete tips for networking, building authentic relationships, and creating your own "board of directors" for different areas of lifeLive answers to questions about hiring, social media strategy, competition vs. collaboration, and pushing through burnoutResources mentioned in this episode:Ambitious Bookkeeper Facebook Community: https://www.facebook.com/groups/ambitiousbookkeeper/Asana, QBO, Xero, Marco Polo, ChatGPTXero Con, Bridging the GapHuman DesignConnect with Erin

Xero has confirmed it's dropping the employee assistance programme, or EAP,  it offered free to businesses that use its software.  Businesses have a level of responsibilty for physical and mental health at work, and many rely on external EAP providers.  But do employers understand their legal responsibilities?   

What happens when AI agents promise to transform accounting but create more cognitive burden than productivity gains? Blake and David explore the reality behind the AI agent hype as QuickBooks, Digits, and Big Four firms launch their "digital teammates." They also dig into Xero's massive $2.5 billion acquisition of Melio and what it means for the payments landscape. You'll learn why managing AI agents might be like managing offshore contractors—you wake up to work that's 80% done but everyone has questions. Plus, they discuss how external investors are reshaping the profession, why traditional CPA protections might go the way of car dealership laws, and the ongoing problems with audit quality enforcement despite millions in PCAOB fines.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas Human at Scale - http://accountingpodcast.promo/humanChapters(00:00) - Introduction and Welcome (00:42) - David's Return and Big News (01:01) - The Acquisition of Emilio by Xero (01:33) - Implications of the Acquisition (04:52) - David's Journey with Bill Pay Solutions (06:42) - Emilio's Unique Features and Market Impact (10:47) - Xero's New Features and Updates (20:56) - QuickBooks AI Agents: A Game Changer? (31:21) - Digits AI Agents and Their Potential (36:59) - Big Firms Investing in AI (39:48) - Managing AI Agents: The New Workforce (41:09) - Cognitive Load and Productivity Limits (42:45) - Infinite Workdays and AI's Role (44:48) - AI in Accounting: Potential and Pitfalls (46:30) - AI Spending Trends and Future Outlook (47:18) - Building AI Workflows and Multi-Agent Systems (50:40) - Big Four and AI Integration (52:11) - AI-Powered Pricing and Payment Solutions (58:06) - VC-Backed AI Rollups in Accounting (01:01:47) - Regulatory Challenges and Industry Changes (01:09:10) - Audit Quality and PCAOB Fines (01:18:51) - Conclusion and CPE Information  Show NotesXero to acquire Melio, a leading US SMB bill pay solution, to accelerate global growth https://www.prnewswire.com/news-releases/xero-to-acquire-melio-a-leading-us-smb-bill-pay-solution-to-accelerate-global-growth-302490268.htmlNew Zealand's Xero to buy US fintech Melio for up to $3 billion | Reutershttps://www.reuters.com/legal/transactional/australia-listed-xero-acquire-fintech-melio-over-25-billion-deal-2025-06-24/Intuit Introduces Ground-Breaking Virtual Team of AI Agents to Fuel Growth for Businesses https://investors.intuit.com/news-events/press-releases/detail/1258/intuit-introduces-ground-breaking-virtual-team-of-ai-agents-to-fuel-growth-for-businessesIntuit debuts AI agents for QuickBooks | Accounting Today https://www.accountingtoday.com/news/intuit-debuts-ai-agents-for-quickbooksHow AI is improving accounting efficiency – without replacing jobs | Stanford Report https://news.stanford.edu/stories/2025/06/ai-accounting-bookkeeping-benefits-jobsAI Is Reshaping Accounting Jobs by Doing the "Boring" Stuff | Stanford Graduate School of Business https://www.gsb.stanford.edu/insights/ai-reshaping-accounting-jobs-doing-boring-stuffPCAOB fines Deloitte, PwC, EY Netherlands member firms for exam misconduct | Accounting Todayhttps://www.accountingtoday.com/news/pcaob-fines-deloitte-pwc-ey-netherlands-member-firms-for-exam-misconductPCAOB Imposes Fines Totaling $8.5 Million on Netherlands Member Firms of Deloitte, PwC, and EY After Widespread Exam Misconduct https://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-imposes-fines-totaling--8.5-million-on-netherlands-member-firms-of-deloitte--pwc--and-ey-after-widespread-exam-misconductHow an Accounting Change Hit Store Prices - UCLA Anderson Review https://anderson-review.ucla.edu/how-an-accounting-change-hit-store-pricesNeed 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/OvercastClassifiedsREFRAME 2025 -

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman offer a candid and insightful conversation about what it really takes to build a six-figure bookkeeping practice. Prompted by a viral video that oversimplified the journey to business success, Jo and Zoe discuss the misconceptions that are often shared online and how these narratives can knock the confidence of hardworking bookkeepers. Drawing on Jo's personal journey of building a six-figure business, the episode breaks down the key components of success: visibility, investment (in time, money, and personal development), mindset, and consistency. Jo shares how she built her practice in public, the practical steps she took to gain clients early on, and how she prioritised growth through team support and marketing. Zoe challenges Jo with frequently asked questions from the community, providing a deep dive into the practical and emotional realities of running a bookkeeping business. They address the pitfalls of comparing your progress to curated success stories online and stress the importance of finding your own version of success. What Listeners Will Learn: - The difference between starting a bookkeeping practice and growing a successful one. - Why being a technical expert matters as much as marketing when building credibility. - The truth behind the "laptop lifestyle" and what it actually looks like day-to-day. - How to build visibility and confidence, especially when starting from scratch. - The mindset shift required to treat your practice as a real business. - What strategic actions helped Jo reach six figures – and how you can adapt them. - Why consistency, self-reflection, and investing in support are critical for long-term growth. ----------------------------------------------- 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.

The guys question Xero’s massive $4b bet on Melio, Woolworth’s blows $500m on its MyDeal disaster, how do you reduce moral hazard on planes, Adir test drives an EV and chats the growth of Woodfrog. Today's Sponsors: Netwealth: ⁠www.netwealth.com.au⁠/contrarians Vanta: ⁠www.vanta.com/contrarians⁠ 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.

In this episode, we sit down with one of New Zealand's most quietly influential tech investors and founders: Rowan Simpson.As employee #3 at TradeMe and an early investor in Xero, Rowan helped build two of NZ's biggest startup success stories. But his story goes far deeper than money. He shares how he went from near-bankruptcy to the $750M TradeMe exit, his role in backing Kiwi founders, his philosophies on parenting, time, failure, AI—and why ‘business is like a rollercoaster' metaphor is bullshit.

Send us a text00:00 - Intro00:53 - Harvey Eyes $5B Primary Valuation Amid Legal AI Surge01:58 - Wealthfront Preps IPO After Strong $290M Revenue02:42 - Snyk Acquires Invariant to Secure AI Risks03:47 - PlayAI In Acquisition Talks With Meta04:46 - OpenAI and Microsoft Clash Over AGI Clause06:12 - Kalshi Hits $2B Primary Valuation Amid Legal Wins07:00 - Polymarket Nears $1B Valuation With $200M Raise07:49 - Melio Acquired by Xero at $2.5B

In this hilarious yet insightful episode of The Bookkeepers' Podcast, Jo and Zoe delve into the unexpected – and sometimes downright bizarre – things bookkeepers come across in their line of work. From sticky receipts and nipple tassels to denture moulds and PlayStation expense claims, this episode is packed with jaw-dropping client stories. But beyond the laughs, Jo and Zoe tackle an important topic: boundaries in business. They reflect on early days of picking up physical receipts, building trust with clients, and the importance of staying safe—especially for women meeting clients face-to-face. They share practical advice on how bookkeepers can protect themselves, communicate expectations clearly, and onboard clients in a way that prevents awkward (and potentially unsafe) situations. What Listeners Will Learn: - Why setting boundaries is essential for both safety and professionalism. - Real-life stories that highlight the weird and wonderful side of bookkeeping. - How to educate clients on submitting receipts properly. - The value of onboarding processes that include clear documentation guidelines. - How to identify when it's time to walk away from a client who doesn't align with your values. - Why your personal brand helps shape the clients you attract. ----------------------------------------------- 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.

"האינטרסנטים", הפודקאסט הכלכלי היומי של TheMarker., יום רביעי 25 ביוני, היום ה-628 למלחמה, הסתיימה כנראה מלחמת 12 הימים מול איראן, ובעזה יש עדיין 50 חטופים. באולפן סמי פרץ ואיתן אבריאל. עוד לא הספקנו ליהנות אפילו כמה שעות מאז ההכרזה על הפסקת האש באיראן, וכבר אסון רודף אסון: לאחר ההרוגים במטח האחרון בבאר שבע, שבעה חיילים נהרגו בדרום רצועת עזה ממטען שהוצמד לנגמ"ש שלהם. זהו אירוע שמחזיר אותנו באלימות ובמהירות למצב מעזה, לחטופים שעדיין שם, ולתקווה שאולי בכל זאת תמצא נוסחה לחזרה שלהם ולייצוב של המציאות שם. אנחנו נתחיל עם עדכון על המצב בעזה שאותו ייתן לנו יניב קובוביץ', הכתב הצבאי שלנו. אתמול התחלנו את הדיון הכלכלי עם עשרות מיליארדי השקלים הנוספים שהצבא מבקש כדי להכין את עצמו למציאות שאחרי המלחמה, ועשינו את זה מנקודת הראות של משרד האוצר, באמצעות שיחה עם אילן פלטו - שהיה הרפרנט של משרד הביטחון באגף התקציבים. הוא אמר לנו, למשל, שרוב המספרים שמודפסים בעיתון הם לא נכונים והם בעיקר תרגילי משא ומתן. היום אנחנו נמשיך את הדיון עם הצד השני, זה של הצבא, באמצעות שיחה עם ד"ר ששון חדד, לשעבר היועץ הכספי לרמטכ"ל. במציאות הכאוטית שלנו, בתוך כל האירועים הקשים יש גם איים של הצלחות וחדשות טובות, ולפחות בצד הכלכלי החדשה המעודדת של היום היא עוד אקזיט גדול של ההיי-טק הישראלי: חברת מליו, שמפתחת ומשווקת מערכת שמאפשרת לעסקים קטנים לשלם לספקים באופן דיגיטלי, נמכרה במחיר של 2.5 מיליארד דולר – לחברה ניו זילנדית בשם XERO, שהיא כנראה החברה בעלת השווי הגבוה ביותר במדינה הרחוקה הזו. אנחנו נקבל את כל הפרטים מכתב ההיי-טק אופיר דור.See omnystudio.com/listener for privacy information.

In this special Accidental Business Owners episode, we mark our first year of going full-time on Between Two Beers - and one year if working with Di. We tackle:- The frenetic pace of building your own business (

Late payments, ghosted invoices, and clients who disappear after the work is done—sound familiar? Jo and Zoe aren't holding back in this episode as they share the harsh realities of working with difficult clients, including the jaw-dropping story of one who needed a restraining order. This conversation is packed with hard-won lessons and real-life experiences, as well as practical strategies to help you protect your business. You'll hear how to spot red flags early, set watertight payment terms, build stronger onboarding systems, and draw professional boundaries that actually get respected. If you've ever chased an invoice or questioned a client's intentions, this episode will leave you feeling informed, empowered, and ready to take control. What Listeners Will Learn: ● Why being paid upfront (or in instalments) is essential ● How to structure client contracts to prevent payment issues ● The importance of vetting clients and understanding red flags ● How Jo dealt with the worst client situation of her career ● How visibility, branding, and confidence reduce risk ● What to do if a client refuses to pay (including chasing debts legally) ● Why clear boundaries and professional communication are vital ----------------------------------------------- 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.

Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump's public breakup, the latest in Deel's corporate spying allegations, Deloitte's unapologetically intense work-life balance ad, and a billion-dollar “AI” startup that turned out to be powered by humans.SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperTeamUp - http://accountingpodcast.promo/teamup Payhawk - http://accountingpodcast.promo/payhawkChapters(00:00) - Welcome to The Accounting Podcast (01:02) - AI in Accounting: Real-World Examples (05:08) - Sage Intacct Roadmap and AI Innovations (12:02) - AI's Impact on Accounting Jobs (18:33) - AI in Auditing: Tools and Trends (26:54) - Internal Audit and AI Adoption (32:36) - Elon Musk and Donald Trump Fallout (35:43) - Impact of Tariffs and Political Alliances (37:03) - Rippling vs. Deel: Allegations and Legal Battles (40:45) - Deloitte's Work-Life Balance Ad Controversy (43:10) - Accounting Profession's Retention and Salary Issues (46:43) - CPA Title Removal Debate (49:23) - 150-Hour Rule and Master's Degree Debate (52:56) - Trump-Musk Fallout and Its Implications (01:01:07) - Alliant Group and IRS Commissioner Controversy (01:05:14) - AI Startup Fraud Exposed (01:07:08) - Conclusion and Announcements  Show NotesComing soon!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/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want 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

Earmark Media Presents a bonus episode of Earmark Podcast:  What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:00) - Welcome to the Show (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Maureen McNicholshttps://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdiahttps://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Send us a textIn this May Q&A episode, Serena dives deep into the practical side of building a bookkeeping business, covering everything from software partnerships and pricing strategies to finding your niche and standing out from the competition. She shares real-world advice on working with Xero and Gusto, addresses common struggles with client onboarding, and provides actionable tips for bookkeepers at every stage of their journey.In this episode you'll hear:How to handle software costs and partnerships with Xero and GustoStrategies to differentiate yourself in a crowded bookkeeping marketThe real talk on choosing your niche and why you shouldn't let others talk you out of what you loveGame-changing client onboarding tactics that eliminate problem clients from day oneResources mentioned in this episode:Xero, Gusto, QBO, Hubdoc, Jet Convert, Dubsado, Relay Bank, Squarespace, Kajabi, Bluehost & HoverBookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bbaBBA VIP upgrade optionSquarespace for Bookkeepers program by Tia: https://www.riledupgoats.com/ssfbBookkeeping Biz Workshops (coming August, evenings, 3 days)Thanks 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 the next free training at ambitiousbookkeeper.com/training

Big news! Finding Clients is back, but only through June 10th! If you're trying to get your bookkeeping business off the ground but feel stuck at the very first step - this is your moment. Finding Clients is my most requested, standalone module pulled straight from Life by the Books®. It gives you clear, proven strategies to start getting real clients without fluff, overwhelm, or the need to commit to a full program. In this episode, I also share: Why I'm leaning back into high touch connection and creativity What it's been like to transition podcast production back to me How the $7 First Five Clients training fits into the bigger picture What's coming next: from a mini virtual retreat to a deeper Xero workshop Who my new high touch offer is for and how to reach out   Finding Clients is available now through June 10th. Enroll here: www.katieferro.com/findingclients    EPISODE RESOURCES: First Five Clients training: https://www.katieferro.com/firstfive  Become A Bookkeeper (BABs): https://www.katieferro.com/become Life By the Books (Libby): https://www.katieferro.com/life Free Series – 6 Secrets to a Simple, Scalable Bookkeeping Business: https://www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life By the Books (Libby).   CONNECT WITH KATIE: Website: https://www.katieferro.com/ Instagram: https://www.instagram.com/orderlyaccountingbykatie Email List: https://www.katieferro.com/email