Heather

About Heather Smith

Heather Smith can help your business deliver powerful, engaging and educational content, through guest blog posts, educational instructions, video creation, podcasts, and social media blasts. She hosts the #1 independent Cloud Stories podcast Cloud Stories, authored Xero for Dummies, produces easy to follow videos on her YouTube channel and hosts the Cloud Accountants and Advisors Meetup and Xero Mastermind Facebook group. As a chartered accountant and chartered certified accountant and certified Xero & MYOB software advisor she has the knowledge, expertise and credibility to talk about your business solution to the accounting and bookkeeping community.

Xerocon 2016 and it’s impact on my business journey

On Thursday 6th October there’s a panel discussion on the Lessons Learnt at Xerocon featuring Tracey Newman, Cassandra Scott and Justin Campbell. It will be held at Brisbane’s River City Labs RSVP here: MasterMind MeetUp Whether by design, by the sheer size, by the learning, by the networks or the connections and the community Xerocon ...

2017-10-28T13:49:46+10:00October 5th, 2016|

Xero and Franchises

Xero is the ideal solution for proactive innovative franchise operators. Utilising the same system, you can easily move between different businesses, and take advantage of real time data. Once you've decided to move to Xero, and before the implementation, I suggest you determine a standard method for setting up all files, from the chart of ...

2016-10-04T04:45:11+10:00October 4th, 2016|

Presentation topics

I curate and deliver key information to you in digestible format. Insights gained from my client work, are woven into my writing and presentations, so they are brimming with lots of realistic, practical advice. Consider booking me to speak at your next business function, and let the stories come to life. I take great pride ...

2017-03-01T14:27:33+10:00October 2nd, 2016|

How to project manage a mass conversion of MYOB files to Xero

How to project manage a mass conversion of MYOB files to Xero I was recently tasked with the opportunity to convert 55 MYOB files to Xero. This was a large number of files to move across to Xero and prior planning, batch processing, task allocation, training and an amazing team of support from the client, ...

2021-01-19T11:37:21+10:00September 26th, 2016|

Understanding bank feeds

One of the initial time saving benefits you’ll experience with Xero is bank transactions feeding into Xero via a bank feed. Hamish Edwards’ one of the original founders of Xero describes bank feeds as ‘the secret sauce of online accounting solutions’. Bank feeds work by linking the business's bank, credit card and PayPal accounts to ...

2017-03-01T14:27:35+10:00September 25th, 2016|

Preparation of the MYOB files for conversion to Xero by Jet Convert

I've used JetConvert to assist me with over 60 conversion processes. If I have a large number of files to convert I contact them ahead of the planned date and let them know. To prepare the MYOB files for conversion it’s necessary to undertake the following activities. Please note many of the activities listed below do ...

2021-08-17T15:33:27+10:00September 23rd, 2016|

Lessons learnt from Xerocon 2016

Panel of speakers: To be announced. I’m seeking three Xerocon 2016 attendees from different focus groups (accountant, bookkeeper, integrator, developer, business owner) to talk to the topics below. Please contact me if that is you! Our panel will chat about:  •  Lessons learnt from Xerocon 2016  •  Highlights of Xerocon •  QandA from the audienced  Who would benefit from attending:  •  Xero Heroes • 

2017-03-01T14:27:38+10:00September 16th, 2016|

IQBOXY v Expensify v AppsForOps v Nexonia v Abukai v Webexpenses

Cloud expense reimbursement solutions that integrate with Xero ... minimise the friction around staff expense claims. When researching a solution the specific requirements I had included: Smart phone access; The direct supervisor needed be notified that the direct subordinate has prepared and submitted expense claims for approval; Restrict unnecessarily accessing to data of other staff; Expense claim ...

2017-11-10T03:41:32+10:00September 14th, 2016|
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