Podcasts about Xero

Send us a textIt's the 200th episode of The Ambitious Bookkeeper Podcast and Serena pulls back the curtain on her bookkeeping firm's 2024 performance, sharing both the wins and challenges. She gets real about client churn, revenue growth, personal struggles with mold toxicity, and the hard lessons learned about communicating with clients who aren't taking crucial financial advice.In this episode you'll hear:Client management reality check - How one client's bankruptcy and fraud issues led to major communication style changesPersonal health struggles - Living in toxic mold for 2 years and how it affected business decisions and energy levels2025 strategy shifts - Moving away from high-ticket CFO services toward team-handled base packages for better work-life balanceResources mentioned in this episode:Episode 175 | Threads: Is it Worth it? https://youtu.be/Ola7HlpRy2UElevate: https://www.ambitiousbookkeeper.com/elevateElevate Mastermind (only for program graduates)Dubsado Decoded (with Kendra Courtney): https://kendracourtney.com/dubsado-decoded/AI Unlocked Summit registration: https://ambitiousbookkeeper--gemmabonhamcarter.thrivecart.com/ai-unlocked/619bde31ff59d/Bookkeeping Biz Workshops (launching August 2025)Xero, QBO, Hubdoc, ChatGPT, Asana, Airtable, TaxJar, A2X, DubsadoBusiness by Design (James Wedmore's program): https://www.jameswedmoretraining.com/Xero Con, Podcasting Moms Conference, BBD Live, Wave SeattlePrescott Area Young ProfessionalsThanks 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: To fill out The State of Virtual Bookkeeping Survey, click HERE.For each response, I'll be donating $1 to charity: water. Learn more here. Join the next free training at ambitiousbookkeeper.com/training

Your accounts receivable balance is an important number to know throughout the course of your business.  It will help you when you are projecting how much cash you'll be receiving in the future, but if you don't have an accurate accounts receivable number to begin with, you could run into issues with your projections.  Your accounts receivable balance is also included on your balance sheet in the asset section.  When you get familiar with your accounts receivable report and understand how you should take care of items that are inaccurate, you'll definitely help ensure your financial reports are accurate.  In today's podcast episode, I'm covering how you can clean up your accounts receivable balances so that you can feel confident in the amount of money you'll be receiving from your customers.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; there are many instances where you may need to clean up your accounts receivable accounts, and when you stay on top of any adjustments that need to be made, it will make cleaning up your accounts receivable report easier for you.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Xero's revenue hits the $2 billion mark and market watchers are discussing its potential to hit the US market. The Colorado-based but NZX-listed software company IkeGPS shares have been soaring on the back of optimism about the US economy and why a top economist says New Zealand stands to benefit from moves in China to boost consumption. Rebecca Stevenson is a senior journalist at BusinessDesk.

In this episode of the Digi-Tools in Accrual World Podcast, we jump back int the latest accounting tech news. trends and updates, including Xero and QuickBooks integrations, revenue and profit growth statistics, and the impact of automation and AI.  Join us as we explore new research from Credence Research, the market valuation of the small business accounting software market, and the latest updates from leading providers like Canopy and WorkflowMax. Additionally, we have an insightful interview with Monica Odysseos from Grant Thornton Cyprus, who shares her journey in AI and its transformative effects on the accounting field.  Don't miss out on the essential tech news and expert advice to stay ahead in the industry! 00:00 Coming Up 00:55 Welcome! 03:38 App news 03:43 Small business accounting software market forecast to 2032  08:35 Xero releases 2025 accounting industry report 15:55 HMRC seeks new CRM to replace Salesforce    20:00 MTD proving more expensive for businesses than expected 23:07 Canopy raises $70m to scale AI-powered accounting platform  26:21 Xero and BGL announce Workpapers integration partnership 29:08 QuickBooks enhances sole trader features for accountants 31:57 WorkflowMax delivers March 2025 product updates 34:37 AI in Accounting: Regulation, Implementation and Ethics - Monica Odysseos

Xero’s full-year profit has jumped 30% as it grows its user base…but uses a simple method to grow revenue - jack up its pricing. Burberry, one of the world’s biggest luxury brands, is planning to cut one fifth of its global workforce after a £75 million loss. Warner Bros Discovery is backtracking on ‘Max’ branding for its streaming service…with HBO back in the spotlight. _ Learn more about iShares by BlackRock here Download the free app (App Store): http://bit.ly/FluxAppStorel Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523. Refer to FSG available on our website. Before making any investment decisions, you should assess whether the product or service is appropriate for you and read the PDS and TMD available at blackrock.com.au.See omnystudio.com/listener for privacy information.

Transforming Business Finance ManagementCloud accounting is changing how business owners manage their finances. Accordingly, we want to explain why this shift matters for freelancers and entrepreneurs who often avoid financial management until it's too late. Furthermore, understanding this technology can save you time, money, and stress in running your business.What Exactly Is Cloud Accounting?Firstly, cloud accounting means using online software to handle your business finances in real time. Additionally, it covers everything from invoicing and expense tracking to financial reporting. Unlike traditional methods, cloud accounting gives you access from anywhere—your phone, laptop, or tablet. Therefore, you can check your financial position while sitting in your garden or meeting clients at a café.Key Benefits For Your BusinessTime Savings That Convert To MoneyBecause cloud accounting automates many tasks, you can save several hours each week. For instance, our client Sandra (name changed) previously spent Sunday mornings entering receipts and chasing payments. Consequently, after switching to cloud accounting, she saved 3-4 hours weekly. Moreover, at £20 per hour, this represents significant savings over a quarter—not to mention getting paid faster through electronic invoicing.Fewer Costly MistakesCertainly, everyone makes errors occasionally. However, cloud accounting significantly reduces these problems. While spreadsheets invite formula errors and duplicate entries, cloud systems flag issues in real time. Thus, you're not "walking a financial tightrope with a blindfold."Clear Financial VisibilityRunning a business without seeing your finances clearly is like driving with a frosted windscreen. Nevertheless, cloud accounting solves this problem through intuitive dashboards and reports. Hence, you can instantly view bank balances, outstanding invoices, and expense patterns. Specifically, this visibility leads to better decision-making and fewer financial surprises.Easy To Implement Despite Common FearsAlthough many fear new technology, cloud accounting platforms like Xero are designed for non-accountants. Besides, most systems offer straightforward setup processes. Once configured, you can: Connect your bank accounts for automatic updates Upload receipts by simply taking a photo Set automatic reminders for overdue invoicesOverall, it's like having a digital finance assistant that never complains or takes holidays.The Cost Of Avoiding Modern Financial ToolsContrarily, sticking with outdated methods can lead to serious problems: Unpredictable cash flow Delayed invoicing Uncollected payments Surprise tax billsUndoubtedly, these issues amount to what we call "silent financial sabotage." Regardless of how busy you are, neglecting your financial systems ultimately undermines your business success.Getting Started Without The HeadacheTransitioning to cloud accounting doesn't need to be painful. Subsequently, we recommend this simple approach: Select appropriate software (we recommend Xero) Learn the basics of navigation Set up automatic bank feeds Establish a weekly 30-minute routineSince consistency matters more than perfection, small regular habits beat...

This ep, CoinOps, Shadowlink, and Xero are joined by the inimitable Dr Sil to discuss Solarpunk, its potential as a response to dystopian genres, and the importance of seeking solutions to existential problems.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/M6fGZERb7Zhttps://blackbirdcoop.com/

Send Rita a text with your thoughts!Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776Join us at Summer Camp at Sea: https://summercampatsea.comListen to the 3rd Annual Travel Tech Audio Summit: https://takethehelm.thrivecart.com/travel-tech-audio-summit/In today's chat with my friend Stephanie Cannon, we break down financial technology options for travel business owners. We explore the four tiers of financial tracking – from pre-tracking to paying yourself on purpose – and compare the pros and cons of popular tools like QuickBooks, Xero, and Wave. Whether you're a travel hobbyist or strategic travel entrepreneur, understanding your numbers is important for creating cash flow projections and meeting IRS requirements without the headache. Get ready to stop guessing about your profitability and start implementing financial systems today!Get Stephanie's Guide to Choosing the Right Financial Tech: https://withstephaniecannon.com/softwareQuestions this episode answers:What financial tracking tools are best for travel advisors?How can travel advisors separate business and personal finances?Why do travel business owners need financial reporting beyond tax requirements?What financial requirements does the IRS have for travel business owners?How can travel advisors predict commission income and cash flow?What's the difference between CRM systems and financial tracking software?How can travel advisors move from financial survival mode to freedom mode?What financial technology features should travel business owners look for?Why is commission tracking essential for travel advisor financial planning?How can travel entrepreneurs use financial data to make strategic business decisions?Enjoy (and take action)!---------------------------------------------------------------Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

Investor optimism fuelled a strong start to the week following the announcement of a temporary 90-day trade agreement between the US and China. This positive sentiment propelled the ASX200 up 1.3% so far this week (Monday to Thursday), with gains in technology stocks overshadowing declines in the utilities, staples, and REIT sectors.In this week's wrap, Grady covers:(0:36): the latest update on US – China trade(1:41): wage price growth & jobs data out this week(3:13): the rally in Xero, Aristocrat Leisure, GrainCorp & Life360(4:45): how the ASX200 performed this week so far(5:24): the most traded stocks & ETFs by Bell Direct clients(5:51): economic news items to watch out for.

Accounting software platform Xero has seen growth in both profit and revenue as more people look to simplify their small businesses.See omnystudio.com/listener for privacy information.

A jobs surge puts the next few rate cuts into question; household spending still stagnant; Xero reports growth in both profit and revenue; and the Market Wrap. MARKET WRAP: ASX200: up 0.22%, 8,297 GOLD: $3,180 US/oz BITCOIN: $158,540 AUD Xero reported after tax profit growth of 30% to $227.8 million NZD, helping shares rise 4.7% to $182.05 The tech sector overall was stronger, with Wisetech rising 1.9% and Technology One up 1.3%. IAG rose 5.7% to $8.90 as it said it would acquire RAC Insurance in a $1.35 billion deal. The banks were all positive, with the Big Four all higher, and Macquarie recovering 1.2% after yesterday’s ASIC lawsuit. Changes at the top of Treasury Wine Estates was enough to tank its share price, falling 5.2% on the announcement of its next CEO. A deal between Lendlease with Britain’s The Crown Estate – owned by the royal family and King Chalres – for development projects didn’t wow the market. Shares slid 1.6% to $5.39. BHP, Fortescue and Rio Tinto marginally weaker. CURRENCY UPDATE: AUD/USD: 64.3 US cents AUD/GBP: 48.5 pence AUD/EUR: 57 Euro cents AUD/JPY: 95 Japanese yen AUD/NZD: 1.09 NZ dollars Host: Deb Knight Executive Producer: Tom Storey Technical Producer: Liam Achurch Publisher: Nine RadioSee omnystudio.com/listener for privacy information.

Send us a textThis episode comes from April's Live Q&A session, where Serena answered various questions from bookkeepers about pricing strategies, software recommendations, financial statement presentation, and business growth challenges.In this episode you'll hear:Learn how to confidently set your prices for bookkeeping setups and avoid underchargingDiscover effective ways to present financial statements that truly benefit your clientsFind out how to balance multiple professional identities on LinkedInGet strategies for taking a break from your bookkeeping business without losing clientsResources mentioned in this episode:Podcast episode: "177 | Crafting Deliverables That Matter" https://youtu.be/sb_9SYI82h0The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaElevate program: https://www.ambitiousbookkeeper.com/elevateEmail subscription: https://www.ambitiousbookkeeper.com/subscribePayment processors: Stripe, PayPal, GoCardless, PlutoWorkflow Queen (Alyssa Lang): https://www.workflowqueen.comAccounting software: Xero, QuickBooks, WavePayroll: GustoClient management: DubsadoSpotify playlists for The Ambitious Bookkeeper PodcastThanks 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)To fill out The State of Virtual Bookkeeping Survey, click HERE.For each response, I'll be donating $1 to charity: water. Learn more here. Join the next free training at ambitiousbookkeeper.com/training

If you have a situation where you need to refund your customer the money they have paid you, you want to make sure that you are doing it correctly so that everything clears out in the customer's account and they show the correct balance due if they have one, or that their account balance is zero if they no longer owe you any money.  Refunding a customer seems so simple, but many of my clients struggle with how to record the transactions in their bookkeeping system.  Most will issue a check for the balance they want to refund, but the confusion normally comes when they need to record the refund in QuickBooks.  You may be having the same issues if you are using another bookkeeping software system, but as long as you follow a few key steps, your refund will be recorded correctly.  In today's podcast episode, I'm diving into how you should be correctly recording how you refund your customers in QuickBooks so that their balance is not only correct but everything is linked correctly in your bookkeeping system as well.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, keeping your customers satisfied by refunding any amounts owed to them and recording it correctly in your bookkeeping software will help eliminate any clean up in the future and ensure your financial statements are accurate.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…    Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

There are times as a QuickBooks ProAdvisor that you might want to entertain other options, either temporary or permanently.Lynda Artesani and Sarah Prevost join the panel to discuss the differences between QBO and Xero for those that might be looking to add Xero to their suite of supported offerings.Learn about Xero: https://xero5440.partnerlinks.io/80w3795vt0k0-nx0cimCPE offered through Earmark. There is no Live CPE for this Webinar, however you can check out the Prior CPE eligible sessions here: https://bit.ly/QBPHCPE QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Matthew "Spot" Fulton and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog  Register for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction to Earmark App and Course Enrollment01:07 Welcome to QB Power Hour Webinar Series01:42 Today's Topic: Is the Grass Greener at Xero?02:31 Meet the Guest Speakers: Sarah Prevost and   Artesani04:47 Discussion on QuickBooks and Xero15:05 Intuit's Changes and Their Impact25:28 Exploring Xero's Features and Support36:02 Xero's Bank Feed and Reconciliation38:02 Discussing Xero Payroll Capabilities38:46 Reconciliation Process in Xero41:04 Exploring Xero's User Interface41:54 Bulk Work and Cash Coding in Xero43:14 Mobile App Enhancements43:34 Customizing Chart of Accounts45:08 Financial Statements and Reporting47:41 Time Tracking and Project Management51:03 Find and Recode Tool53:02 Xero Pricing and User Management55:31 Xero App Store and Integrations57:06 Certification and Training for Xero58:59 Comparing Xero and QuickBooks01:01:37 Merchant Services and Inventory Management01:03:43 Final Thoughts and Closing Remarks

Nosipho Radebe speaks to Collin Timmis, Country Manager at XeroSee omnystudio.com/listener for privacy information.

Wall Street went on a 3% rally, so why didn’t the ASX do the same when the bell rang today? MARKET WRAP: ASX200: up 0.92% to 8,070 GOLD: $3,354 US/oz BITCOIN: $147,858 AUD Wisetech Global up 4.9%, Xero lifting 1.7% and Technology One rising 2.1%. Life360 reported a 32% lift in revenue to $103.6 million. Shares finished up almost 14% to $27.18. Ampol will sell its retail electricity business, helping it up 2.2% to $26.32. The rising iron ore price helped BHP, Fortescue and Rio Tinto, all up more than 2%. Genesis down 10.7% and Capricorn losing 9.8%. Coles and Woolworths both lost more than 3%. CBA, Telstra, and Goodman Group all down CURRENCY UPDATE: AUD/USD: 64.1 US cents AUD/GBP: 48.5 pence AUD/EUR: 57 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.

Gill Findlay is the former COO of SafetyCulture and Immutable — two of most influential tech companies globally to originate from Australia. She scaled SafetyCulture from Get 3 months free of Notion Plus with unlimited AI — exclusive to High Flyers Podcast listeners. That's over $3K in value to help you move faster, automate notes, summarise research, and streamline ops. Claim it at https://ntn.so/highflyers and click "Apply Now" ***If you're keen to discuss sponsorship and partnering with us, email us at contact@curiositycentre.com today!  Hosted by Vidit Agarwal, Founder of Curiosity Center and The High Flyers Podcast.It's now time to explore your curiosity.    ***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 a "meticulously researched audio biography" that uncovers the untold stories of remarkable people and companies—redefining what it means to be a high flyer. Launched in 2020, it has ranked in the global top ten for past two years, with listeners in 27 countries and over 200 episodes released. A flagship product of the Curiosity Center, it has been featured in Forbes, Daily Telegraph, and at SXSW, offering raw, relatable insights from childhood to career, helping listeners become 1% better every day.200+ guests have joined Vidit Agarwal on the show from 15+ countries, including The CEO's of multi-billion dollar companies like Bunnings, Australia Post, Woolworths; Board Members at Macquarie Bank, ANZ, Reserve Bank; Former Prime Minister of Australia; Globally renowned tech leaders from Google, Microsoft, Xero; 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 Center 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***

Rowan Simpson is one of the most influential figures in New Zealand's startup scene, employee #3 at Trade Me and early shareholder, and an investor in Xero, Vend, and Timely. Some might call him New Zealand's very own Warren Buffett?! Rowan opens up about his journey from startup employee to multi-multi millionaire, how success changed (and didn't change) his life, and why he believes more Kiwis need to challenge tall poppy syndrome. I've got massive respect for Rowan, I find his perspective very refreshing and I hope you do too! We also dive into his new book 'How to be wrong', his investing philosophy, the ins and outs of startups, and his advice for entrepreneurs who want to scale. This is a rare, honest conversation with someone who's played the long game and has the scars (and wins) to show for it.  Please remember to hit subscribe, click follow or rate 5 stars, it helps the pod grow!  Moana Road (Use Discount Code BTS20 for 20% off!) – https://moanaroad.co.nz/ Kaboose Media – https://www.kaboosemedia.co.nz/ Get Rowan's new book here – https://howtobewrongbook.com/ Rowan LinkedIn – https://www.linkedin.com/in/rowansimpson/ Beyond the Surface Insta – https://www.instagram.com/beyond_the_surfacenz/ Beyond the Surface YouTube – https://www.youtube.com/@beyondthesurfacenz Spotify – https://open.spotify.com/show/4ZArq1WSsV1pMID1dkHbBL?si=ae3f007dd7794cde Noa Woolloff Insta – https://www.instagram.com/noawoolloff/  

Kiwi companies Sanford, Xero, and Manawa Energy have results coming this week.

In this episode of Digi-Tools in Accrual World, we discuss the rapid advancements in AI and their impact on the accounting profession, looking at an insightful report by LinkedIn predicting that 70% of workforce skills will be replaced by AI within five years, and touch on the significant replacement of the bookkeeping workforce.  Updates and innovations from FreeAgent, XLedger, and Dext are highlighted, alongside an engaging interview with Dom Gibbs from S&W and Laura from Xledger, covering strategic outsourcing and technology's role in transforming finance functions.  PLUS previews of what we're up to at Accountex this year! Accountaxe: https://www.eventbrite.co.uk/e/accountaxe-2025-london-tickets-1235998257059 How to effectively partner with vendors: https://www.eventbrite.co.uk/e/digital-transformation-training-tickets-1338884693159 00:00 Coming Up 01:04 Intro 02:25 Accountex Previews  05:46 App News 05:51 The Accountant 2 07:46 Agentic AI edges closer to mainstream accounting adoption 16:25 FreeAgent expands integrations with Stripe and more 18:32 Dext launches Vault for AI-powered document storage 21:24 Dext rolls out supplier statement matching features 24:04 BILL expands into procurement and cashflow management 26:30 BILL powers Xero's US online bill payments 28:41 Xero highlights April's newest app integrations 31:15 Process Outsourcing at scale 48:28 Outro

In this episode of Grow a Small Business, host Troy Trewin interviews Jay Patey, founder of Pigeon Whole Bakers, who shares his journey from launching a small Hobart café in 2008 to building an $8M bakery with over 50 staff. Jay dives into the power of word-of-mouth marketing, the decision to expand into wholesale, and creating a beloved Tasmanian brand that now supplies major outlets like MONA and Hill Street stores. He opens up about the challenges of fast growth, how shifting to daylight production transformed team wellbeing, and why a people-first culture is key to long-term success. Jay also reflects on lessons learned from nearly two decades in business and offers valuable advice for other small business owners. It's a raw, honest, and inspiring story of resilience, purpose, and sustainable growth. Other Resources: The Ultimate Recruitment Toolkit Online Short Course 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 Jay Patey, the hardest thing in growing a small business is dealing with the unknown and the lack of control over unexpected challenges. Despite careful planning, unforeseen issues can arise that test resilience and patience. He highlights that growth is a long-term journey requiring adaptability and the ability to navigate uncertainty.  What's your favorite business book that has helped you the most? Jay Patey mentioned that the business book which helped him the most was "2 Second Lean" by Paul Akers. He appreciated its focus on improving workflow efficiency, organization, and lean manufacturing principles—particularly relevant as he set up their new bakery production space to be streamlined and future-proofed. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Jay Patey specifically recommended the Grow A Small Business Podcast as a valuable resource. He mentioned that he listens to it religiously and finds it insightful for learning from other business owners' growth journeys and challenges. What tool or resource would you recommend to grow a small business? Jay Patey recommends using subscription-based software tools to grow a small business, particularly those that streamline operations. He highlights tools like Xero for accounting, a robust time and attendance system integrated with payroll, and Square for point of sale (POS), which also connects with their website. These tools have helped improve efficiency and reduce administrative overhead What advice would you give yourself on day one of starting out in business? Jay Patey would advise himself on day one to “strap in for the ride” and recognize that he had no real idea of what lay ahead. He reflects that he was quite naïve at the start and never imagined the business would grow as much as it has, emphasizing the importance of being mentally prepared for a long, challenging, and evolving journey. 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: If you're playing in the A-League, you need A-League players every day – Jay Patey Patience and resilience are the real fuel behind sustainable growth – Jay Patey Growing a business isn't a sprint; it's a marathon with hills, storms, and surprises – Jay Patey  

Our much-anticipated Quarterly Allied Health Business Conference is back on Friday 6th June 2025. And in this solo episode, Cathy gives you a little sneak peak on everything you need to know about this online event. From the behind-the-scenes prep to the carefully curated speaker line-up, you'll hear how this practical, interactive event is designed to give you strategies you can implement immediately. Whether you're scaling up, systemising, or just trying to get paid on time, there's something here for every Allied Health Business Owner. Key topics covered include: A detailed look at the 2025 conference program and why this year's theme hits the mark Key sessions on:✅ NDIS updates, reporting, and payment workarounds✅ Xero and splose reporting tools for financial clarity✅ AI tools to boost your social content and clinical workflow How the Business Brains Trust and Self-Care Protocol will fuel your next leadership leap The early bird bonus that could save you thousands of dollars! (This promo ends 16th May 2025) P.S. Need a little extra support on your business journey? Whether you're navigating challenges or looking to reach new goals, we're here to support your growth. Book a Complimentary Power Call with us, and let's talk about how we can help you achieve your vision for your Allied Health business. Midroll Message: Secure your spot in the Online Conference! Connect with Nacre Consulting: Let's connect on Instagram Follow us on Facebook Let's connect on LinkedIn Join our Facebook Group online community More about The Allied Health Business Brilliance Podcast: The Allied Health Business Brilliance podcast (previously known as Private Practice Made Perfect) powered by Nacre Consulting features authentic conversations that offer real-life stories and expert perspectives for Australian Allied Health Business Owners. Cathy Love, our engaging host, gathers wisdom from Allied Health professionals and industry supporters alike. We dive into the real experiences of running and growing Allied Health businesses in Australia, revealing both the rewards and the inevitable challenges along the way. It's raw, sometimes vulnerable, but always valuable. Join us and stay tuned to keep up with every inspiring story and lesson shared.

Tracy Moore is a seasoned leader in Data and AI and the General Manager of AI & Data at MYOB. With 26 years of experience, she's been instrumental in building and leading AI and data teams to drive real impact. Her career spans major organizations like Skandia Life, Barclays Bank, ANZ, Teradata, Deloitte, KPMG, Xero, and Telstra.We're unpacking some big questions—have businesses truly tapped into the power of Big Data? How can data storytelling bridge the gap? And with AI chatbots dominating the scene, what's next for ethical AI, especially after controversial moments like Elon Musk's Grok-3 in India?

Making sure that your customers' balances are correct will not only ensure your financial statements are accurate, but you will have fewer inquiries from customers about their balances as well and less cleanup on your Accounts Receivable Aging Report down the road.  Over the next few weeks, I am going to help you gain a deeper understanding of your Accounts Receivable Aging Report as well as how you can make any adjustments so that your customer's balances are accurate, and we are going to start this week off with how to issue a customer a credit in QuickBooks.  In today's podcast episode, I'm covering what a credit memo is, when you need to issue one, and how you can properly apply a credit memo to an outstanding invoice.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, understanding when it is appropriate to issue your customers a credit memo and how to do it correctly will help ensure your customers are happy and your books are accurate.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this episode, we unpack the latest in accounting tech news and fintech developments for UK firms and beyond. We kick off with OpenTax's new feature for tracking corporation tax deadlines — a smart move for firms managing multiple client obligations. Then it's over to Wolters Kluwer's long-awaited cloud tools rollout, where existing customers face dual-platform fees and usage-based pricing as they migrate. Mid-market ERP is booming. We speak with Xledger and Moore Insight about the tier-two ERP explosion and what makes this segment increasingly attractive for growing businesses and charities.  Plus, there's a full preview of AccountAxe 2025 — now hosted at Fairgame London with support from Karbon, FreeAgent, Employment Hero, Advancetrack,  iPlicit, Xledger and Scoro Book your tickets: https://www.eventbrite.co.uk/e/accountaxe-2025-london-tickets-1235998257059 Also in the mix: • Airwallex is pursuing banking licences in the UK and US — signalling a major shake-up for cross-border payments, lending, and SME banking. • Xero's online bill payments go global, now supporting 25+ currencies through Crezco. • Intuit acquires HR platform GoCo, deepening QuickBooks' suite for SMBs with payroll and human capital management. • Caseware launches Validate, its new financial check automation tool. We wrap up with ERP consultancy insights and why scalable, cloud-based systems are making Tier 1 look bloated. A must-listen for anyone tracking the future of accounting tech. 00:00 Coming Up 00:35 Intro 05:16 App News 05:20 OpenTax launches first stage of Corporation Tax tracking 07:38 Airwallex to pursue UK and US banking licences 12:52 UK online bill payments from Xero go global 15:01 Wolters Kluwer rolls out cloud tax and accounts production tools 18:44 Caseware launches Validate to automate financial checks 20:11 Intuit to acquire HR platform GoCo 23:30 Moving on up from Tier 3: Xledger

Provide clients with actionable information they can use to move their businesses forward. The DisruptorsWith Liz FarrBack in 2013, before CAS became part of the accounting vernacular, Penny Breslin and Damien Greathead taught a roomful of accountants how to do what Breslin called bookkeeping and back office support, or BOS. “We had 200 accountants sitting in the room wanting to know how to grow this part of their business,” Greathead recalls. Cloud-based accounting tools like Xero and QuickBooks Online were just entering the U.S. market, and the two recognized an opportunity for firms. MORE PODCASTS and VIDEOS: Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI's a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Out of that seminar emerged a book, which was recently updated to create the current handbook, It's Not Just the Numbers [full disclosure: Liz Farr served as editor]. The handbook's title reflects a fundamental truth about client relationships that many accountants overlook. As Greathead explains, “It's about what your client wants. And more often than not, the client doesn't care about the numbers. The client cares about the story that sits underneath the numbers.”

Now that the tax deadline is behind us, unless you filed an extension, it's time for you to make sure that your books match your tax return.  Most of my listeners on this podcast do their own bookkeeping for their business, and this is one of the steps that business owners are normally a little hesitant or unsure about how to handle.  By being proactive and learning the right way to take care of this situation, you'll be able to rely on your financial statements and utilize them in future planning for your business.  In today's podcast episode, I'm digging into how you should be recording any adjusting journal entries that should be made in your bookkeeping software so that your books match your tax return.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; taking the initiative to ensure your books match your tax return is another way to Master Your Small Business Finances.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Get the Growth Weekly Newsletter sent straight to your inbox and join 1000's of other high-performers on the road to self-mastery  - https://www.jjlaughlin.com/newsletterIn this episode of Lead On Purpose, I sit down with Steve Vamos—former CEO of Microsoft Australia, Apple Australia, and Xero—to unpack what it really takes to lead through disruption, pressure, and change.We explore:How to lead through crisis with calm and clarityWhy alignment—not strategy—is the key to executionThe power of emotional self-awareness in leadershipHow feedback can shape growth (if you let it)What it really means to "be" versus "do" as a leaderThis episode was proudly sponsored by NZ Mortgages. You can contact them here - https://www.nzmortgages.co.nzGet your copy of Through Shifts and Shocks here - https://www.paperplus.co.nz/shop/books/non-fiction/business-finance-law/business-management/through-shifts-and-shocksGet your copy of AI Game on here -https://thebookadviser.com.au/product/ai-game-on/Connect with Steve here - https://www.linkedin.com/in/stevevamos/?originalSubdomain=auHire Steve to Speak here - https://www.celebrityspeakers.co.nz/speakers/steve-vamos-----Website: https://www.jjlaughlin.com YouTube: https://www.youtube.com/channel/UC6GETJbxpgulYcYc6QAKLHA Facebook: https://www.facebook.com/JamesLaughlinOfficial Instagram: https://www.instagram.com/jameslaughlinofficial/ Apple Podcast: https://podcasts.apple.com/nz/podcast/life-on-purpose-with-james-laughlin/id1547874035 Spotify: https://open.spotify.com/show/3WBElxcvhCHtJWBac3nOlF?si=hotcGzHVRACeAx4GvybVOQ LinkedIn: https://www.linkedin.com/in/jameslaughlincoaching/James Laughlin is a High Performance Leadership Coach, Former 7-Time World Champion, Host of the Lead On Purpose Podcast and an Executive Coach to high performers and leaders. James is based in Christchurch, New Zealand.Send me a personal text messageSupport the show

Could AI be doing a day's work in just minutes for accountants? In this episode, Blake and David explore how accounting technology is revolutionizing traditional workflows, from Xero's new AI protocol that connects chatbots directly to accounting data, to Google's game-changing "I" function in Sheets that lets you analyze data with natural language. You'll discover why deep research tools might replace entire teams of analysts and why revealing your AI usage might actually hurt your professional reputation. Plus, hear about unusual recession indicators (men's underwear sales are down!), what Americans consider financial success versus reality, and why accountants everywhere are buzzing about Baker Tilly's merger with Moss Adams. Whether you're curious about automating journal entries or simply wondering if you should disclose your AI wizardry, this episode delivers practical insights for the modern finance professional.SponsorsPayhawk - http://accountingpodcast.promo/payhawkRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casRoboDebit - http://accountingpodcast.promo/robodebitChapters(00:00) - Introduction and Podcast Overview (00:39) - App News and Intuit Updates (07:53) - Intuit's AI and Bitcoin Controversy (11:10) - Xero Innovations (20:16) - Paychex Acquires Paycor (21:11) - Flowcast's AI Agents (25:17) - Pipe Acquires Glean AI (26:28) - Google Sheets AI Formula (34:30) - Google Agent Space (42:29) - AI's Impact on High-Level Jobs (43:12) - Testing AI with Investment Analysis (44:25) - Mother Road Brewery Investment Evaluation (49:31) - Canva's New Sheets Feature (54:31) - Google's Monopoly and Data Breach News (58:22) - AI Disclosure in the Workplace (01:05:51) - Mega Merger of Accounting Firms (01:11:26) - Signs of a Recession (01:17:45) - Upcoming Events and CPE Opportunities  Show NotesAccelerating Money Innovation with Deserve Technology Platform and Talenthttps://www.intuit.com/blog/news-social/accelerating-money-innovation-with-deserve-technology-platform-and-talent/ WARNING: Quickbooks Checkinghttps://quickbooks.intuit.com/learn-support/en-us/banking/warning-quickbooks-checking/00/1516063 Green Dot considers sale as CEO exitshttps://www.paymentsdive.com/news/green-dot-citi-strategic-review-sale-ceo-exit-gresham/742096/ Intuit Enterprise Suite Spring update features more efficient multi-entity accounting, enhanced reporting, and morehttps://quickbooks.intuit.com/r/enterprise/intuit-enterprise-suite-spring-2025-release-notes/ Strive targets Intuit for Bitcoin buys after orange-pilling GameStophttps://cointelegraph.com/news/strive-targets-intuit-bitcoin-buys-after-gamestop Xero Rolls Out New "Reconcile Period" Featurehttps://insightfulaccountant.com/accounting-tech/general-ledger/xero-rolls-out-new-reconcile-period-feature/ Xero introduces new Model Context Protocol server for smarter accountinghttps://devblog.xero.com/xero-introduces-new-model-context-protocol-server-for-smarter-accounting-4d195ccaeda5 Paychex Acquires Paycor in $4.1 Billion Dealhttps://www.pymnts.com/acquisitions/2025/paychex-acquires-paycor-in-4-1-billion-deal/ Introducing FloQast AI Agents: Revolutionizing Accounting Automationhttps://www.floqast.com/blog/introducing-floqast-ai-agents-revolutionizing-accounting-automation Pipe Acquires Glean.ai to Add Spend Management to Suite of Embedded Financial Solutionshttps://pipe.com/resources/press-releases/pipe-acquires-glean-ai-to-add-spend-management-to-suite-of-embedded-financial-solutions​Google Sheets Introduces AI-Powered =AI() Formula for Enhanced Productivity​https://yourstory.com/2025/04/google-sheets-ai-formula-gemini Scale enterprise search and agent adoption with Google Agentspacehttps://cloud.google.com/blog/products/ai-machine-learning/google-agentspace-enables-the-agent-driven-enterprise Sarah Friar's LinkedIn Post … https://www.linkedin.com/posts/sarah-friar_what-an-ai-powered-finance-function-of-the-activity-7259765674506399744-IKQD OpenAI CFO Sarah Friar: We are building a lot of IP down into the data center layerhttps://www.cnbc.com/video/2025/03/20/openai-cfo-sarah-friar-we-are-building-a-lot-of-ip-down-into-the-data-center-layer.html Introducing Visual Suite 2.0: Productivity, meet creativityhttps://www.canva.com/newsroom/news/canva-create-2025/ Department of Justice Prevails in Landmark Antitrust Case Against Googlehttps://www.justice.gov/opa/pr/department-justice-prevails-landmark-antitrust-case-against-google Dark Web Digest – Lessons Learned from the Wolters Kluwer Data Breachhttps://www.purevpn.com/blog/dark-web-digest-issue-4-wolters-kluwer/ New HEC Paris research suggests that shadow adoption of ChatGPT could benefit employees but not the firmshttps://www.hec.edu/en/news-room/new-hec-p...

W. Michael Hsu is the Founder and CEO of DeepSky, a pioneering virtual CFO firm that functions as the accounting department for entrepreneurs. He was the first professional in the US to adopt and become certified by Xero and the inaugural recipient of the Bill.com Guru Certification. Beyond DeepSky, Michael is the creator of MEASURE x HACK, a methodology designed to help entrepreneurs achieve more while working less. His insights and work have been featured in esteemed publications, including Inc. Magazine, Forbes, CPA Practice Advisor's 40 Under 40, Accounting Today, and AIGA. In this episode… Many entrepreneurs struggle with financial clarity, often operating their businesses without genuinely understanding the numbers behind them. This lack of insight leads to reactive decision-making, missed opportunities, and a constant feeling of being out of control. But what if financial systems could be used not just to track the past but to shape the future? W. Michael Hsu, a financial strategist and creator of a business performance methodology, shares how entrepreneurs can shift their mindset from reactive to intentional. Michael emphasizes empowering business owners through simple, clear financial systems and accountability frameworks. He introduces his MEASURE x HACK approach, which helps leaders understand key metrics and implement strategies that optimize results, offering specific steps to gain control, reduce overwhelm, and create real growth. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews W. Michael Hsu, Founder and CEO of DeepSky, about designing financial clarity for entrepreneurs. Michael shares how business owners can reclaim time and control through metrics, mindset, and systems. He also discusses the power of mentorship, how to introduce entrepreneurship to kids, and the role of freedom in business.

Success doesn't magically happen in business or even in your personal life.  It takes work and lots of self-discipline to achieve your goals.  Take a minute and think about the goals you've set in your business or personal life.  Do you know what it is going to take to achieve them?  Are you ready to be self-disciplined enough so that you can reach them?  Do you know what might get in your way?  In today's podcast episode, I cover what self-discipline is and how you can build your self-discipline muscle so that you can achieve anything you want in your business or your personal life.  It's all about having the ability to do things you know you should do even when you don't want to do them.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; practicing self-discipline will ultimately lead you to the success you have been wanting for so long, and it will give you the strength to overcome everything that could get in your way of achieving your dreams.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman explore one of the most frequently asked questions in their community: how do you get bookkeeping work experience when no one will give you a chance without it? They introduce Hey Monika, their brand-new AI-powered software designed to help bookkeepers gain realistic, practical experience – no clients required. Jo and Zoe share the journey that led them to develop Hey Monika, from recognising the challenges within their 6 Figure Bookkeepers' Club community to co-creating a completely new kind of solution. They explain how the tool works, how users can benefit from practical, scenario-based training, and why it's already proving to be a game-changer for everyone from complete beginners to experienced professionals looking to build confidence in new areas. You'll also hear the behind-the-scenes of building a tech product from scratch, the value of community-driven development, and why Hey Monika is much more than just a training platform – it's a mentor, a practice hub, and a safe space to learn. What Listeners Will Learn: Why work experience is a universal challenge for bookkeepers at all stages How Hey Monika simulates real client interactions in a safe, AI-powered space What makes this tool unique from traditional CPD and training programmes The power of community in product development How Jo and Zoe balanced building software while running the 6 Figure Bookkeeper What to expect from future scenarios and how to get involved as a founding user Try Hey Monika Want hands-on, practical bookkeeping experience without real-life clients? Join the waitlist for Hey Monika, our AI-powered work experience platform for bookkeepers. Learn more and sign up: heymonika.com About our Sponsor This episode is sponsored by Xero. Learn more about their new partner programme at: xero.com/uk/?utm_source=6fb Disclaimer The information in The Bookkeepers' Podcast is for informational purposes only and is not intended as advice. Please seek professional advice before acting on any content from this podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on this content.

So, we've been talking about Harlan Ellison a lot off-mic (and a little bit on mic) and it just so happens that Xero has a buddy who's just recorded several audio-versions of Ellison's writing. Luis Moreno joins Xero, Scum, and CoinOps for an extended discussion on Ellison's life, works, and controversies.Links!https://www.luismorenotheactor.com/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

You are setting goals in your business or your personal life; you know what is going to move the needle, but you still find yourself procrastinating.  You are not focusing on the right tasks.  You are looking for the motivation or drive, and once you get the motivation, then you'll get started, but honestly, how long have you been waiting for this right time in your business or even in your personal life?  In today's podcast episode, I'm walking you through a series of questions to find out what one thing you are putting off in your business.  The one thing that you know will help you be successful.  We are going to dig into the reasons behind your actions, and by the end of this episode, you'll have a good understanding of what you need to do next.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; it's time for you to stop putting everything before what you really need to get done so that you can start seeing the success you want to achieve in your business and your personal life.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Today I'm speaking with Ryan Pearcy, founder of Digital Transformers and co-host of DigiTools in a Cruel World Background: From theoretical physicist to chartered accountant with a passion for cloud technology From Theory to Tech: Ryan shares his journey from theoretical physics to founding Digital Transformers, helping accounting firms streamline systems and gain smarter insights Digital Transformation vs. App Advisory: Why true transformation is about processes, not just plugging in apps Fixing the Wild West: Ryan's mission to bring quality, accreditation, and structure to digital advisory services within the profession Partnering with ICAEW: Efforts to integrate digital transformation into formal accounting practice standards AI's Impact: How AI is reshaping client relationships—from advice to assurance—and why pricing models need to evolve Top Tools Mentioned:  FYI, FuseSign, Xero – for practice and financial management ApprovalMax – to streamline approvals and bring in purchase order controls Addfin – flexible payment options Fathom – advanced reporting Active Workpapers – modernising workpaper processes Pro Tips for Firms: Start with expense management automation, consider phased system rollouts, and never underestimate the value of post-implementation support Stay Ahead: Ryan recommends using tools like Feedly and following communities like Digital Disruptors to keep pace with evolving tech Get Involved: Connect with Ryan on LinkedIn https://www.linkedin.com/in/%F0%9F%8E%99%EF%B8%8F-ryan-pearcy-a3883a34/  Follow the Digital Disruptors newsletter and live sessions Listen to the DigiTools in ACCruel World podcast   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   

Should your law firm use quickbooks or xero? Law firm owner looking for bookkeeping and tax strategy help? We'd love to help. Click the link to set up a free call - https://bigbirdaccounting.com

The April 15th deadline is closing in on us quickly.  As a business owner, you have a lot of things you need to take care of, and filing your tax return is probably one of those things you put at the bottom of your list.  I get it, I understand how hard it can be, and I've talked to many business owners who dread filing their tax returns.  It is something that comes around every year, so you would think it would get easier, but every year the same feelings come up.  There are ways you can prepare for your taxes and avoid all those feelings you have.  Maybe for you, it is anxiety or dread.  For others, it may be confusion or overwhelm.  In today's podcast episode, I'm diving in and talking about a conversation I had last week with an entrepreneur that really surprised me.  I want to bring this situation up so that if you are feeling the same way this entrepreneur was feeling, I'm hoping I can help shift your perspective and help you make sure you are handling your business in the best way possible when it comes to the upcoming tax deadline.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, the tax deadline will be here before you know it, and I want to make sure to help you avoid any additional stress and find out how you can avoid those negative feelings when preparing for your tax return.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Businesses around the world rely on accounting software such as Xero, QuickBooks and Sage 50 to grow their businesses. Successful businesses commonly leverage other point solutions outside of accounting for Sales, Purchasing, Services, Manufacturing and Distribution. However, the pain points from manual workarounds and silos of data make it apparent that disjointed systems may limit the company's ability to grow. What do successful businesses do who eventually outgrow their accounting software? On this episode of The ERP Advisor, Shawn Windle, Founder & Managing Principal of ERP Advisors group, advises financial executives on how to take the leap from an accounting and best of breed software environment to a shiny new ERP. Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

A dynamic panel explores how accountants can lead digital transformation, harness AI, train teams, and shift from compliance to advisory to stay relevant in a fast-changing tech landscape. The role of trusted advisors in leading digital transformation. Challenges in adopting new tech, especially in larger firms with undertrained internal finance teams.  The critical importance of training staff and upskilling, starting from the advisory end and working backwards.  Using tools like Dext and other cloud accounting apps to streamline processes and enhance client engagement.  The value of certifications, networking, and community learning.  Emphasis on simplifying processes before layering tech solutions.  This panel was held at the Accounting and Business Expo in Sydney, and was sponsored by Dext. Dext is a cloud-based accounting software platform that helps accountants, bookkeepers, and businesses streamline financial data collection and processing. Formerly known as Receipt Bank, Dext offers tools for automated data extraction, invoice and receipt management, and real-time financial insights. It integrates with leading accounting systems like Xero, QuickBooks Online, and Sage, making it easier to reduce manual data entry, improve accuracy, and speed up workflows. With a strong focus on automation and AI, Dext empowers advisors to shift from compliance work to more strategic, advisory-focused services.   Contacts and resources: Lielette Calleja (BusinessDEPOT) https://www.linkedin.com/in/lielettecalleja/  Aleesha Bailey (RSM Australia) https://www.linkedin.com/in/aleesha-bailey/  Sabby Gill (CEO of Dext) https://www.linkedin.com/in/sabbygill/  Heather Smith : https://www.linkedin.com/in/HeatherSmithAU/  KPMG : Keeping Us Up At Night https://assets.kpmg.com/content/dam/kpmg/au/pdf/2025/keeping-us-up-at-night-2025.pdf  Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU 

In this episode of Grow a Small Business, host Troy Trewin interviews Stefan Di Benedetto from SolBevi. Stefan discussed the phenomenal growth of his limoncello brand, including more than doubling sales and expanding into New Zealand. He shared insights into the challenges of starting solo and the importance of team building. The conversation also touched upon key marketing strategies like "liquid on lips" and the complexities of funding rapid growth in the FMCG industry. Stefan offered valuable lessons learned during his entrepreneurial journey. 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? Stefan Di Benedetto believes the hardest thing in growing a small business is having to do everything yourself, especially at the start. Stefan recounted his experience of managing cross-functional tasks such as marketing, finance, and sales simultaneously. He described physically going from venue to venue during the day and then working until midnight on administrative tasks like paying invoices and cash flow forecasting What's your favorite business book that has helped you the most? Stefan Di Benedetto stated that his favorite business book that has helped him the most is "Shoe Dog" by Phil Knight. He mentioned that the book reminds him of similar situations he has gone through in his business, such as taking risks and experiencing financial difficulties, and it provides him with a lot of motivation. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Stefan Di Benedetto mentioned that he doesn't really use any online tools for his professional development. Instead, he listens to a lot of business-related podcasts. He specifically enjoys podcasts where he can learn from people who have exited businesses and built successful companies. He also listens to podcasts that discuss marketing and marketing strategies, including what's current and how to be strategic. What tool or resource would you recommend to grow a small business? Stefan Di Benedetto recommends using Xero as a key tool to grow a small business. He emphasizes its value in helping business owners understand their numbers, which he believes is crucial for making informed decisions and sustaining growth. He also highlights the importance of working with a good bookkeeper or accountant who can help interpret those numbers, rather than just recording them. This combination, according to Stefan, provides clarity and supports smarter business decisions. What advice would you give yourself on day one of starting out in business? On day one, Stefan Di Benedetto would tell himself, “It's going to be hard.” He admits he was likely naive about the challenges of his new industry, especially compared to his previous experience in consultancy and construction, where he felt more confident. The unexpected difficulties taught him that persistence and resilience are essential. His core advice to himself would be: “It's going to be hard, but just don't back down.” 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: Back yourself, because no one else will believe in your vision like you do – Stefan Di Benedetto The wins feel amazing, but the lessons come from the hard days – Stefan Di Benedetto Understanding your numbers isn't optional—it's essential for growth – Stefan Di Benedetto    

Have you ever started something and fizzled out after a few days? I often hear about this when people are starting a diet or a new exercise program, but it isn't only in our personal lives that we might find we are lacking in consistency. Creating habits so that you can remain consistent in whatever you are trying to accomplish will be the key to your success in your business or your personal life. Consistency will keep you on track, and over time, you will see the results no matter what it is that you are aiming to achieve. In today's podcast episode, I'm helping you build your consistency muscle and incorporating tips that will help you maintain your consistency. Many of my clients struggle with consistency, and often, they have self-doubt creep in, which makes it even harder to stick with their original plans to achieve their results. We work together to find balance in their lives and incorporate consistency without all the self-doubt. Are you ready to start being consistent in your business or your personal life so that you can see results like so many of my clients who are consistent are able to see? Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, finding the best action you can take and then taking consistent action on those tasks, will no doubt bring you the success and achievements you are seeking. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this flashback episode, I talk with Daniel Rowe, a CPA and tax attorney from Charlotte, North Carolina, as he shares invaluable insights into financial planning, bookkeeping, and business formation for mental health professionals and other service providers.Key takeaways:Understanding Business Formation: Daniel emphasizes the importance of having tailored advice for forming your business entity, whether it's a PLLC or an S Corp, and why understanding these structures is crucial to your financial health.Bookkeeping Simplified: Daniel discusses the importance of professional bookkeeping and the benefits of integrating tools like QuickBooks and Xero to streamline your financial processes.Proactive Financial Planning: Don't wait until tax season to address your finances. With the right CPA who understands your industry, you can set yourself up for success year-round.If you're a business owner in the mental health or medical field looking for neurodivergent-affirming financial advice, this episode is a must-listen!More about Daniel:Daniel is a CPA and tax attorney who works with people and businesses in the creative and professional services fields. His firm advises large and small businesses that operate in the space of making people feel good, moved - something. This includes a focus on therapists, doctors, coaches, and others who sell their time and their expertise to help improve their clients' lives.Daniel has over 20 years of tax advisory and compliance experience at firms of varying sizes. Prior to forming D.Rowe Tax, he was a tax partner in a Los Angeles-based public accounting firm and legal of-counsel to a Chicago-based law firm. He has authored numerous tax articles and presented tax seminars to thousands of CPAs and tax professionals around the country. Daniel has also taught masters-level tax courses at Loyola Marymount University in Los Angeles and the University of North Carolina, Chapel Hill. His passion for teaching and learning is what sets him apart and allows him to communicate with clients in a way that makes tax law both understandable and manageable.D.Rowe Tax's mission is to make the complicated tax code and legalese more approachable and less stressful, allowing clients to focus on their business of doing meaningful work.Website (updated): droweco.comLinkedIn: linkedin.com/in/drowetax–––––––––––––––––––––***This episode is the 9th of 10 episodes that All Things Private Practice is re-releasing for 2025. Please enjoy, and we'll be back with new content, resources, and guests in a couple of months. –––––––––––––––––––––

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Ilya Radzinsky, CPO and Founder of TaxDome, the all-in-one platform designed to help bookkeepers and accountants simplify, automate, and grow their practices. If you're tired of juggling different software tools, chasing clients for paperwork, or feeling buried in admin, this conversation will show you a better way. Ilya shares how TaxDome brings everything together in one powerful platform—making it easier for bookkeepers to manage their workflow, get paid faster, and scale their businesses. We talk about: ✅ Why automation is key to growing a profitable bookkeeping business ✅ How to simplify client communication and document collection ✅ The must-have tools inside TaxDome for bookkeepers and accountants ✅ How to systemise your processes and save hours every week ✅ Why using an all-in-one platform can reduce overwhelm and increase profit Whether you're just starting out or ready to scale, this episode is packed with practical advice on how to work smarter—not harder!

Have you ever wondered what success is and how you will know when you have reached it?  Understanding what success means to you is the only way you will ever know when you have reached success in your business or your personal life.  In today's podcast episode, I will help you define what achieving success in your business and your personal life will look like.  There isn't a simple answer when it comes to success.  You want to make sure you are thinking about different areas in your business and your personal life, and after today's podcast episode, you'll be able to know exactly when you've reached success.  It doesn't have to be complicated, but with a little planning, you'll be able to see the path you are on that's leading you to the success you have defined for yourself and your business.  My one-on-one clients go through this process, and together, we can pinpoint exactly how they define their success and know exactly when they have reached success in their business and personal lives.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, taking some time to define what success means to you, as well as creating a plan for you to reach that success will help you ensure you are able to celebrate your success instead of being on a path where you consistently desire achieving success but never seem to reach the success you so strongly desire to achieve.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this episode of The Bookkeepers' Podcast, Zoe Whitman is joined once again by Osmaan Sharif, business coach and mindset expert. If you've ever felt stuck in self-doubt or struggled to take the next big step in your business, this conversation is for you. Osmaan shares powerful strategies to help bookkeepers and accountants shift their mindset, overcome imposter syndrome, and build businesses they love. Expect practical tips and mindset hacks that will boost your confidence and help you take consistent action. We chat about: ✅ Why mindset is the key to business success ✅ How to overcome fear and self-doubt ✅ The habits successful bookkeepers use to stay motivated ✅ How to get clear on your goals and make them happen ✅ Practical ways to step into your CEO role with confidence If you're ready to stop playing small and start believing in what's possible, this episode will leave you feeling inspired and ready for action! Work with us:

In this episode of HR Like a Boss, John chats with Tom McCarty, CEO of OrgChart, to discuss the power of HR data and analytics in driving business success. Tom shares insights on the importance of visualizing organizational structures, leveraging HR technology, and using data to lead strategic conversations rather than getting lost in numbers. He highlights the value of curiosity, communication, and asking the right questions to maximize the potential of a company's most valuable asset: its people. Tune in to discover how HR can move beyond administration to become a data-driven strategic force in business.ABOUT TOM MCCARTYTom McCarty is a seasoned sales and operations executive with over 20 years of experience in transforming businesses and optimizing sales and operational efficiency. He currently serves as the CEO of OrgChart, LLC, a position he has held since November 2021. Under his leadership, OrgChart has successfully expanded its reach, streamlined operations, and achieved significant growth in a competitive market. Before joining OrgChart, McCarty held executive roles at several high-growth SaaS companies, including Intuit, Pipedrive, Chatlingual, and Xero, where he played critical roles in building and scaling those businesses. McCarty's career was shaped by his 13 years at Dell Technologies, where he progressively took on more complex and high-impact roles. Throughout his tenure with Dell, his leadership was instrumental in driving growth across multiple regions and functions, navigating large-scale operational changes, enhancing cross-functional collaboration, and optimizing strategic initiatives across the business. McCarty's expertise spans across sales leadership, global operations, and strategic growth initiatives. He is known for his ability to lead large teams, drive efficiency, and deliver exceptional results, all while cultivating a culture of collaboration and performance excellence. He lives in Denver, CO with his wife, two boys, and their dog. In his spare time, McCarty is a dedicated father who enjoys attending his boys' cross-country races, taking family vacations, and exploring the outdoors.

A common question I receive from clients is how they should be recording their loans in QuickBooks.  I often see clients set up their loans the wrong way.  They will sometimes appear on a report where they shouldn't be, which can throw off any tax planning the client is trying to do.  I know clients are trying their best and working hard to keep up with their bookkeeping, but every month when they record their loan payments, they know they are not doing it correctly, and it lowers their confidence when it comes to relying on their financial statements to make sound business decisions.  In today's podcast episode, I'm covering all the steps you should take when you have a loan in QuickBooks.  Once you have this process in place, it really makes recording your transactions easy, and you'll gain the confidence you need so that you can start relying on your financial statements again.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; most businesses will have a loan at some point in time, and knowing how you should be recording all the transactions involved with your loan will help you create accurate financial reports that you can use not only in your business but for filing your tax return as well.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Key Takeaways: A Good Accounting System Saves Money – Tracking your income and expenses properly helps you pay the right amount of taxes and avoid costly mistakes. The better your records, the more money you can save! Choose the Right Accounting Software – Many small businesses use QuickBooks, but there are other options like Xero and FreshBooks. The right software depends on your business size and needs. Use Separate Bank Accounts for Safety – Having different accounts for daily operations, payroll, and savings helps prevent fraud and keeps money organized. This also makes it easier to see where your money is going. Review Your Finances Regularly – Checking your books every month or every three months helps you avoid surprises at tax time and ensures everything is accurate. Work with a Professional Accountant – A Certified Public Accountant (CPA) or bookkeeper can help make sure transactions are recorded correctly. They also provide insights into your business's financial health and future growth. Chapters: Timestamp Summary 0:00 Introduction to Tax Season Tips 0:48 Importance of a Solid Accounting System 2:02 Choosing the Right Accounting Software 4:47 Organizing Bank Accounts for Small Business 6:44 Regular Bookkeeping and Review Importance   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Billions in federal funds for nonprofits were abruptly frozen by the Trump administration, leaving organizations scrambling to stay afloat. Blake speaks with Jerilyn Dressler and Harriet "Hatsy" Cutshall from YPTC about how these freezes disrupted essential services, the complex flow of federal grants, and the rigorous compliance requirements nonprofits must meet. With a judge ordering the funds to be reinstated, they discuss what's next for nonprofits and the ongoing challenges of government funding oversight.Meet Our Guests: Jerilyn Dressler, CPA : https://www.linkedin.com/in/jerilynkeitdresslercpacfeHarriet "Hatsy" Cutshall, CPA : https://www.linkedin.com/in/hatsycutshallcpa-yptcGet 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 Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd

Text a pool service question HERE!In this episode of Talking Pools, hosts Steve and Wayne welcome Peter Legass from BufferZone, a software solution for pool service management. The conversation explores the evolution of the pool service industry, the importance of software in managing multiple clients, and the unique features of BufferZone that cater to both residential and commercial pool services. Peter shares his journey in the pool industry, the development of BufferZone, and how it addresses common pain points for pool service providers. The discussion also covers onboarding processes, water chemistry management, reporting, and operational efficiency, providing valuable insights for pool professionals looking to enhance their business practices. In this conversation, the speakers discuss various software solutions for invoicing and business management, particularly focusing on BufferZone's capabilities. They explore alternatives to QuickBooks, the flexibility of invoicing for diverse client needs, onboarding options for new users, and the support and pricing structure of BufferZone. Additionally, they touch on exciting developments planned for 2025, including a new app and expansion into other water-based industries.takeawaysBufferZone is designed for pool service management.Onboarding is crucial for successful software implementation.The best time to adopt software is from the beginning.BufferZone can integrate data from existing software.Transitioning to BufferZone is not as daunting as it seems.Water chemistry management is a key feature of BufferZone.Reporting tools help maintain transparency with customers.Service management tools enhance operational efficiency.Customer feedback drives the evolution of BufferZone.Choosing the right software is essential for long-term success. BufferZone integrates with QuickBooks Online, Xero, and Lightspeed.Flexible invoicing options cater to diverse client needs.Users can generate job cards and invoices easily.Onboarding includes demonstrations and data import options.BufferZone offers 24-hour support across different time zones.Pricing is structured per user, not per pool.The software includes payment integrations for easy transactions.A new app is set to be released, enhancing user experience.BufferZone is expanding into commercial software and other industries.The software is designed to simplify business management tasks.Sound Bites"Peter's from the future!""You have to have onboarding!""BufferZone has tools to onboard customers!""It's not as scary as that!""We can put blockers in there!""You want to make sure it's the right one!""You can identify what time!""You need to change your ways to save time.""We LaMotte CompanyLaMotte Company is a leading manufacturer of water quality testing products & pool test kitsCalifornia Pool AssociationPool Industry Trade OrganizationDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showThank you so much for listening! You can find us on social media: Facebook Instagram Tik Tok Email us: talkingpools@gmail.com