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.

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|

Deep diving into Xero’s business performance dashboard

One of those new features Xero has introduced is the Business Performance dashboard. It is a suite of standard and advanced ratios of your business. A first glance the dashboard gave me flashbacks at those ratios I had to learn for the many accounting exams I sat. What do they mean for you? In reality many ...

2017-03-01T14:27:41+10:00September 14th, 2016|

Education businesses and Xero

There are currently four solutions listed on the Xero marketplace that connect with Xero. Here is some research I did on them. Yes the page has stretched a bit because I used a table - I hope you can read it ok. Arlo: https://www.arlo.co/features/training-and-event-management-software-for-xero JobReady: http://www.jobready.com.au/jobready-xero-integration/   aXcelerate: http://www.axcelerate.com.au/axcelerate-xero-integration/ Do you have successful case studies ...

2023-02-24T19:51:03+10:00May 10th, 2016|

Marketplace Platforms and Xero

  If you think of solutions like AirBNB, Uber, Etsy, Kickstarter, IndieGoGo, AirTasker, Fiverr, Lyft, TaskRabbit and Freelancer these businesses run on a MARKETPLACE PLATFORM.  The business that facilitates the marketplace platform OWNS the transaction, not the goods or services sold. So AirBNB does not own accommodation, Uber do not own cars, and Etsy does ...

2021-01-19T11:36:45+10:00May 9th, 2016|

How Accounting Apps can connect with the accounting and bookkeeping community

I’m immersed in the Accounting Apps world. I scan, read and analyse hundreds of Accounting App blog posts, and from that curate a bi-weekly Accounting Apps newsletter. I facilitate a MasterMind Accounting Apps forum. I host a podcast and meetup groups focused on Accounting Apps. I've written lots of cloud accounting books - that ...

2024-05-17T10:25:03+10:00April 19th, 2016|

What is a Xero Cloud Service Provider?

As a Xero Cloud Service Provider my objective is to implement an integrated online business platform for the client. An optimal rollout relieves administrative burden, enabling the business to access timely and accurate insights into their operations. As a Cloud Service Provider (CSP) I:- Whiteboard clients business processes. Identify stresses, bottlenecks, repetition and manual intervention. ...

2017-03-01T14:27:44+10:00April 5th, 2016|
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