Episodi

  • What Is a Calendar Audit and Why Should You Do One? 📅
    Sep 23 2026
    How a Monthly Calendar Audit Improves Productivity

    When was the last time you looked back at your calendar and asked whether all those meetings, commitments and hours were actually a good use of your time?

    In this episode of the Accounting Apps Podcast, I unpack the monthly calendar audit I use to understand where my time has gone, identify follow-ups that may have slipped through the cracks, and question activities that perhaps should not be there at all.

    My process combines Google Workspace, Google Calendar, Google Apps Script and Google Sheets to turn a month of calendar activity into something I can review line by line. Colour coding and categorisation help me separate personal activities, non-billable administration, speaking engagements, podcasting, writing, CPD and other commitments.

    The audit is not simply about productivity. It gives me distance from my calendar so I can consider my energy levels, protect productive hours, manage meetings more deliberately and ask whether the technology supporting my workflow still makes sense.

    Key Takeaways
    • Audit where your time actually goes. Reviewing your calendar at the end of each month can highlight low-value commitments, non-billable work and meetings that took significant time without delivering meaningful outcomes.
    • Use calendar colour coding and categorisation. Google Calendar categories make it easier to group activities and understand the balance between personal time, client work, administration, CPD, speaking, writing and other commitments.
    • Protect your productive hours and energy. A calendar audit can reveal patterns around when you do your best thinking, whether meetings are consuming those productive periods, and whether late-night international commitments require additional buffer time.
    • Use the audit as a second check for follow-ups. Looking back over meetings can prompt forgotten action points, unanswered requests, CPD that needs recording, projects that need finalising or conversations that require another follow-up.
    • Audit the technology as well as the calendar. Calendly offers useful functionality such as meeting buffers and automated emails, but Google also provides appointment scheduling. Reviewing overlapping technology can identify opportunities to simplify workflows and reduce subscriptions.

    A calendar audit takes time. Mine can take two or three hours, but that is partly because I use the process to stop, think and review what happened during the month.

    It gives me an opportunity to ask some useful questions. Why did I take that meeting? Did anything come from it? Should it have been an hour, or would 15 minutes have been enough? Am I protecting my capacity and bandwidth? Is my calendar supporting the way I want to work?

    The goal is not to create the perfect calendar. It is to become more deliberate about where time and energy are going, recognise what is working, and make better-informed choices about what deserves space in the calendar next month.

    Episode resources and links:

    Descript, Camtasia, ChatGPT, Google Workspace, Google Calendar, Google Apps Script, Google Sheets, Calendly, Microsoft

    If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:

    LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

    Accounting Apps newsletter: http://accountingapps.io/

    Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

    YouTube Channel: https://www.youtube.com/ANISEConsulting

    X: https://twitter.com/HeatherSmithAU

    Mostra di più Mostra meno
    18 min
  • Is AI Making Accountants Less Intelligent?🧠
    Sep 30 2026
    Is AI Making Accountants Less Intelligent?

    AI is helping accountants and bookkeepers work faster, automate repetitive tasks and reduce cognitive load. But as AI moves beyond calculation and automation into writing, analysing, explaining, brainstorming and reasoning, an interesting question emerges: what happens to the thinking skills we developed by doing those things ourselves?

    In this episode of the Accounting Apps Podcast, I explore how AI may be changing the way accountants and bookkeepers think. I look at neuroplasticity, the “useful struggle” involved in developing expertise, and why professional judgement becomes even more important when AI can produce a polished answer in seconds.

    Technology has always allowed accountants to shift attention away from repetitive activities. Spreadsheets removed much of our manual arithmetic. Accounting software automated processes that once took hours. AI is another step along that path, but there is an important distinction between using technology to remove cognitive clutter and allowing it to do the valuable thinking for us.

    Key Takeaways
    • 🧠 Neuroplasticity and accounting expertise: Repeatedly completing tasks such as bank reconciliations builds pattern recognition and experience. When we stop practising particular cognitive skills, the way we use and develop those skills can change.
    • 🤖 AI can remove cognitive clutter: Summarising information, drafting routine correspondence, extracting information and preparing meeting notes are examples of where AI can reduce workload and create more space for professional thinking.
    • 🔍 Don’t outsource the useful struggle: Investigating something that doesn’t look right, testing ideas and forming hypotheses are part of developing accounting expertise. Rather than immediately asking AI for an answer, spend time developing your own view first.
    • 💡 Use AI to challenge your reasoning: There is an important difference between asking AI, “Tell me what’s wrong,” and asking it to test a hypothesis you have already developed. AI can act as a second set of eyes while you remain actively involved in the thinking.
    • 🎯 Professional judgement becomes more valuable: Materiality, professional scepticism, ethics, context, relationships and knowing when something simply doesn’t smell right become increasingly important as AI produces more of the first draft.

    Episode resources and links:

    Debunking Brain Myths: What’s Really Holding You Back from Change with Sarah McKay

    https://podcasts.apple.com/bm/podcast/debunking-brain-myths-whats-really-holding-you-back/id792555885?i=1000700760179

    Your Brain on ChatGPT: Accumulation of Cognitive Debt when Using an AI Assistant for Essay Writing Task

    https://www.researchgate.net/publication/392560878_Your_Brain_on_ChatGPT_Accumulation_of_Cognitive_Debt_when_Using_an_AI_Assistant_for_Essay_Writing_Task

    Exam Study Expert

    https://examstudyexpert.com/dr-sarah-mckay/

    Dr Sarah McKay home page : https://drsarahmckay.com/ (Neuroscience for real life, with a focus on women’s brain health. For women, professionals and organisations.)

    If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:

    LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

    Accounting Apps newsletter: http://accountingapps.io/

    Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

    YouTube Channel: https://www.youtube.com/ANISEConsulting

    X: https://twitter.com/HeatherSmithAU

    Mostra di più Mostra meno
    26 min
  • Why Professional Identity Matters in the Age of AI 🧠
    Oct 7 2026
    Are You Proud to Call Yourself an Accountant?

    As AI and automation become increasingly embedded in accounting workflows, we spend a lot of time asking what technology can do. But perhaps there is another question worth exploring: what does using AI do to us as accountants and bookkeepers?

    In this thought bubble episode of the Accounting Apps Podcast, I explore professional identity and why being proud to call yourself an accountant matters. Inspired by Professor Megan Hess’s work on accounting ethics, professional identity and the public interest, I consider how our connection to the profession influences scepticism, integrity and our willingness to question what is put in front of us.

    Technology can remove repetitive work and give us more time for valuable conversations, investigation and critical thinking. But when systems increasingly recommend, calculate, analyse and explain on our behalf, we also need to make sure we retain the knowledge and confidence to challenge them.

    Key Takeaways
    • Professional identity matters: Being proud to identify as an accountant or bookkeeper connects us with the ethics, integrity and responsibilities of our profession.
    • Beware of automation bias: When technology confidently produces an answer, there is a risk we trust it simply because “the system said so”. Professional scepticism remains essential.
    • Understand the accounting behind the technology: Accountants need enough foundational knowledge to recognise when a balance sheet, GST calculation, spreadsheet or AI-generated output simply does not make sense.
    • Human conversations remain incredibly valuable: Client conversations can uncover significant information that might never surface through a standard workflow, automated process or routine questioning.
    • AI can strengthen the profession: Removing repetitive tasks can create more time for judgement, investigation and critical thinking. The challenge is ensuring we continue developing the skills required to question technology and take responsibility for the outcome.

    Ultimately, this is not an argument for keeping humans manually involved in every accounting process. It is about making sure that as technology takes on more of the work, we continue to understand, question and exercise professional judgement.

    AI, automation and spreadsheets are tools we work alongside. Our professional identity is something different. Whatever part of the accounting and bookkeeping profession you belong to, understand the value of what you do, own your expertise and be proud to call yourself an accountant.

    Episode resources and links:

    https://www.sir.advancedleadership.harvard.edu/articles/accounting-ethics-professional-identity-public-interest

    https://www.alexandriabrief.com/dash-overspent-its-budget-by-3-7-million-a-spreadsheet-error-hid-it-for-months/

    If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:

    LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

    Accounting Apps newsletter: http://accountingapps.io/

    Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

    YouTube Channel: https://www.youtube.com/ANISEConsulting

    X: https://twitter.com/HeatherSmithAU

    Mostra di più Mostra meno
    17 min
  • 🧩 Simplifying Your Firm’s Tech Stack for Better Workflow Visibility
    Jul 1 2026

    Technology should make accounting firms more efficient, but many firms have accumulated layers of disconnected tools that create complexity rather than clarity. In this discussion, Heather Smith is joined by Tyler Caskey from The Bean Counters and John Munden from Cloud Office to explore how firms can simplify their technology stack, improve workflow visibility, reduce manual work and make better technology decisions.

    Key Discussion Points
    • Tyler Caskey shares why firms often accumulate too many disconnected tools and how visualising workflows can reveal inefficiencies.
    • John Munden explains how standardised workflows help reduce bottlenecks, improve onboarding and create consistency across teams.
    • The panel discusses common technology traps including decision fatigue, duplicated processes and underutilised software.
    • Practical advice is shared on auditing a tech stack, identifying manual processes and prioritising integrations.
    • The conversation explores leadership, change management, client communication challenges and the future role of automation and API-driven workflows.

    The key takeaway is that firms do not need more technology. They need better connected technology, clearer workflows and a structured approach to change. By focusing on visibility, automation and process consistency, accounting firms can reduce overwhelm and create scalable systems that support long-term growth.

    Episode resources and links:

    Tyler Caskey : https://www.linkedin.com/in/tylercaskey/

    John Munden : https://www.linkedin.com/in/jmunden/

    Cloudoffis : https://cloudoffis.com.au/

    Apps & Tools Mentioned

    Xero, SharePoint, APS, Excel, Microsoft Lists, HandiSoft, BGL, NowInfinity, FYI Docs, Xero Practice Manager, Content Snare, Annature, Adobe Sign, DocuSign, Employment Hero, MYOB, QuickBooks, Stripe, Pinch Payments, Macquarie Bank Feeds, Mayday, Seamless

    If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:

    LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

    Accounting Apps newsletter: http://accountingapps.io/

    Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

    YouTube Channel: https://www.youtube.com/ANISEConsulting

    X: https://twitter.com/HeatherSmithAU

    Mostra di più Mostra meno
    50 min
  • 🌟 Why the Best Opportunity Might Be One You Pass On
    Jul 8 2026

    Not every opportunity that lands in your inbox is the right fit. In this episode, Heather (me!) explores the concept of "handball referrals" and why passing opportunities to the right person can strengthen relationships, build trust, and create value across the accounting profession. Drawing on real-world examples from speaking engagements, networking experiences, and community involvement, she shares practical advice on becoming a thoughtful connector within your professional network.

    Key Discussion Points
    • Why saying "no" can be the most professional response when an opportunity falls outside your expertise.
    • How to identify the right person in your network and make meaningful referrals.
    • The importance of maintaining professional credibility by matching opportunities with genuine expertise.
    • Lessons learned from speaking engagements, panel discussions, and community involvement.
    • How strategic introductions build trust, strengthen industry relationships, and contribute to long-term professional success.
    Conclusion

    Professional networks thrive when people actively support one another. Whether it's a speaking opportunity, client referral, advisory role, or project, taking a few minutes to connect the right people can have a lasting impact. Heather encourages listeners to think beyond simply declining opportunities and instead consider how they can contribute to a stronger, more connected accounting community.

    Episode resources and links:

    If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:

    LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

    Accounting Apps newsletter: http://accountingapps.io/

    Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

    YouTube Channel: https://www.youtube.com/ANISEConsulting

    X: https://twitter.com/HeatherSmithAU

    Mostra di più Mostra meno
    24 min
  • 289 Accounting Tech Updates Q2 2026 🚀
    Jul 29 2026
    The second quarter of 2026 has delivered another wave of innovation across the accounting technology landscape. In this episode, Heather Smith is joined by Tyler Caskey from The Bean Counters to unpack the recent product releases, AI developments, payroll changes, reporting enhancements, and practice management updates shaping the profession. Alongside practical commentary on the latest features from leading accounting platforms, they discuss cybersecurity lessons, the impact of industry layoffs, emerging AI-first accounting systems, and several standout apps that deserve attention. Whether you're an accountant, bookkeeper, advisor, or business owner, this episode offers practical insights to help you stay informed and identify technology worth exploring. Key discussion points Heather and Tyler discuss major updates from QuickBooks, MYOB, Xero and Easy Business App, including AI-powered reconciliation, open banking developments, Employment Hero integration, and evolving automation features.They explore emerging accounting platforms including Digits and Prosaic, examining how AI-native general ledgers could reshape the future of bookkeeping and financial management.The conversation covers important payroll and compliance developments, including Beam, Employment Hero, Tanda, and practical considerations for Australian businesses adapting to the new requirements.A wide range of specialist apps are highlighted, including RecHound, XBert, Calxa, HoneyBook, TaxDome, MinuteDock, DataSights, Archer Cards, Hello Cashflow, Kloud Connect, WorkGuru, EzyCollect and many more, with practical commentary on where each solution fits.Heather also shares her recent experience recovering a compromised Google account, reinforcing the importance of cybersecurity, strong authentication, backup recovery methods, and maintaining trusted professional networks. The accounting technology ecosystem continues to evolve at an incredible pace, with AI, automation, compliance, and integration driving much of the innovation. While not every new feature will suit every business, understanding what's available helps accountants and bookkeepers make better technology decisions for themselves and their clients. This episode provides a practical snapshot of where the industry is heading and highlights the solutions that are genuinely worth keeping on your radar. This episode is also syndicated to Accountants Daily Under the Hood podcast. Read here how I work with some solutions mentioned https://endorsementdisclosure.com/ Apps & Tools Mentioned: Apps & Tools Mentioned: Dext – https://dext.com/Google Workspace (Gmail) – https://workspace.google.comLinkedIn – https://www.linkedin.comGoCardless – https://gocardless.comReddit – https://www.reddit.comQuickBooks – https://quickbooks.intuit.comEmployment Hero – https://employmenthero.comMYOB – https://www.myob.comMYOB Solo – https://www.myob.com/au/products/soloAirwallex – https://www.airwallex.comNAB Connect – https://www.nab.com.au/business/internet-banking/nab-connectCommBiz – https://www.commbank.com.au/business/online-banking/commbiz.htmlING – https://www.ing.com.auXero – https://www.xero.comClaude – https://claude.aiAnthropic – https://www.anthropic.comEasy Business App – https://easybusinessapp.com.auDigits – https://digits.comIgnition – https://www.ignitionapp.comKarbon – https://Karbonhq.comReach Reporting – https://reachreporting.comProsaic – https://www.prosaic.works/Zoho – https://www.zoho.comRecHound – https://rechound.comEasy Month-End – https://easymonthend.comHoneyBook – https://www.honeybook.comTaxDome – https://taxdome.comXBert – https://www.xbert.io/Calxa – https://www.calxa.comBeam – https://www.beamconnect.com.auHero Force – https://employmenthero.comTanda – https://www.tanda.coMinuteDock – https://minutedock.comGoogle Authenticator – https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2&hl=en&pli=1Microsoft Authenticator – https://www.microsoft.com/security/mobile-authenticator-appXero Verify – https://www.xero.com/security/two-step-authenticationArcha Cards – https://www.archa.com.au/Wise – https://wise.comWeel – https://www.weel.com.auDataSights – https://datasights.coMicrosoft Azure – https://azure.microsoft.comPower BI – https://powerbi.microsoft.comLovable – https://lovable.devCadence – https://cadenceapp.com.auHello Cashflow – https://www.hellocashflow.com/Float – https://float.appKloud Connect – https://www.kloudconnect.com.au/ FYI – https://fyidocs.comSharePoint – https://www.microsoft.com/microsoft-365/sharepointcom.au – https://pay.com.auEzyCollect – https://ezycollect.com.auApple Pay – https://www.apple.com/apple-payGoogle Pay – https://pay.google.comWorkGuru – https://www.workguru.ioDashboard Insights – https://dashboardinsights.com.auWagepoint – https://wagepoint.comSage – https://www.sage.com ...
    Mostra di più Mostra meno
    1 ora e 3 min
  • Inside Xerocon London 2026⚡Announcements with Diya Jolly
    Jul 29 2026

    Discover the biggest announcements from XeroCon London 2026, including Xero Force, Partner Hub, Smart Document Capture, AI-powered automation, and what's next for accountants.

    At XeroCon London 2026, Xero unveiled a wave of AI-powered innovations designed to help accountants and bookkeepers work more efficiently while supporting the needs of increasingly complex businesses. In this episode, Heather Smith speaks with Diya Jolly, Chief Product and Technology Officer at Xero, about the company's latest product announcements, the thinking behind its AI strategy, and how these developments will shape the future of the Xero ecosystem.

    • XeroCon London 2026 highlights: Xero celebrates reaching five million subscribers and unveils major product announcements, including Xero Force, Xero Ultra and the new Xero Partner Hub.
    • Smarter practice workflows: Learn how Book Health, Month End Readiness, Auto Bank Reconciliation and Smart Document Capture use AI to reduce manual work and improve bookkeeping accuracy.
    • Building for larger businesses: Discover why Xero Ultra has been introduced and how Xero plans to support businesses as they grow without requiring a move to enterprise software.
    • The future of AI at Xero: Diya explains Xero Force, AI agents, practical automation, and how AI is being embedded across the platform to help accountants deliver greater value.
    • Lessons from the Australian outages: An open discussion about the AWS infrastructure incident, what happened behind the scenes, and how Xero is strengthening platform resilience.

    Whether you're an accountant, bookkeeper or Xero user, this conversation offers an inside look at the strategy, technology and product direction emerging from XeroCon London 2026. It provides valuable context behind the announcements and practical insights into how AI and automation are set to transform accounting workflows in the years ahead.

    Apps & Tools Mentioned: Xero, Xero Partner Hub, Book Health, Month End Readiness, Auto Bank Reconciliation, Smart Document Capture, Hubdoc, Xero Files, Xero Force, Xero Ultra, Xero Payments, AWS, Amazon Web Services, OCR, JAX, AI Studio, Microsoft Copilot, ChatGPT

    Episode resources and links:

    Diya Jolly Linkedin https://www.linkedin.com/in/diyajolly/

    Xero https://www.xero.com/

    If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:

    LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

    Accounting Apps newsletter: http://accountingapps.io/

    Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

    YouTube Channel: https://www.youtube.com/ANISEConsulting

    X: https://twitter.com/HeatherSmithAU

    Mostra di più Mostra meno
    37 min
  • Louis Theroux’s Lessons for Accountants 👂
    Sep 9 2026
    Great client relationships start with curiosity. Discover how Louis Theroux’s interviewing techniques can help accountants listen deeply, ask simple questions and understand the person behind the numbers. Heather Smith and Alex Falcon Huerta explore lessons from Louis Theroux’s London Xerocon keynote. What can accountants and bookkeepers learn from one of the world’s most recognisable interviewers? Quite a lot, as it turns out. In this episode of the Accounting Apps Podcast, I’m joined by Alex Falcon Huerta to unpack Louis Theroux’s Xerocon London keynote and explore how his interviewing techniques translate surprisingly well into client relationships. We discuss listening properly, asking simple questions, allowing silence into conversations, understanding the person behind the numbers, and recognising the privileged position accountants and bookkeepers hold when clients trust us with their financial lives. Understand the person behind the numbers. Financial information only tells part of a client’s story. Understanding their family, ambitions, long-term goals and personal circumstances can help accountants provide more meaningful advice and support.Build trust through genuine human connection. Being present, making eye contact and listening carefully can strengthen client relationships. We also explore how recording and transcription technology can actually help us become more present rather than more distracted.Ask the simple questions and embrace silence. Louis Theroux’s approach reminds us that we don’t always need to demonstrate how much we know. Asking an obvious or seemingly naive question can uncover valuable information, while leaving a little silence can give clients the space to share something we might never have thought to ask.Recognise the responsibility that comes with financial trust. Accountants and bookkeepers often know things about clients that even their friends and family don’t know. That privileged access brings responsibility, from protecting confidentiality to helping clients understand cash flow, tax obligations, financial performance and the consequences of important decisions.Use conversations to uncover opportunities to help. Clients may not realise the breadth of services their accountant can provide. By listening to what is happening in their business and their life, we can identify opportunities around systems, processes, growth, technology, mergers, acquisitions and longer-term planning. What stayed with me from Louis Theroux’s Xerocon conversation was the importance of curiosity. Accountants and bookkeepers have extraordinary access to the real story behind a business, but numbers alone don’t necessarily tell us what our clients are trying to achieve. Sometimes we need to stop preparing the next question, listen to what is actually being said, and give people enough space to tell us what really matters. Alex and I also explore how technology fits into this increasingly human conversation. AI, meeting transcription and recording tools can support better client service, training and knowledge sharing, but they shouldn’t replace our judgement, empathy or curiosity. Perhaps one of the most useful lessons we can take from a professional interviewer is beautifully simple: listen more closely, ask better questions and get to know the human behind the numbers. Episode resources and links: Louis Theroux’s resources Website : https://www.louistheroux.com/ Podcast : https://www.louistheroux.com/podcasts Apps & Tools Mentioned: ChatGPT, Claude, Gmail, Streak, ApprovalMax, Dext, Apron, The Gap, Brief, Fathom, Clarity HQ, Bluedot, Loom, Notion If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on: LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU
    Mostra di più Mostra meno
    52 min