EP 242 Apr 27, 2021 9:00:00 AM

EP242: Heather Smith - What Apps You Should Use For Your Bookkeeping Business

with Heather Smith

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30-second brief
Picture this: a bookkeeper walks into a business and finds one income line... and three hundred expense lines. How's the owner supposed to know what's actually making money? They're not. This week, Heather Smith — accountant, host of Cloud Stories, and author of Xero For Dummies — joins Michael to unpack why your chart of accounts might be hiding the real story, and the whiteboard conversation that changes everything for your clients. She also shares the apps she reaches for to surface clean, meaningful data. If you want to move from compliance into advisory, this one's worth your next 30 minutes.

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Show notes

What accounting technology do you need?

There are many options out there that bookkeepers can use to deliver advisory and solutions to their clients.

This week’s guest knows all about the latest and greatest tools that can help you run a more profitable and efficient bookkeeping business.

Heather Smith is an Australian who hosts an Accounting Technology podcast called Cloud Stories, curates an Accounting Apps newsletter and is the author of Xero for Dummies.

During this interview, you'll learn...

  • Tips & different account apps you can use
  • The importance of knowing where to best spend your time profitably
  • The distinction between profit balance versus account balance
To learn more about Heather, click here

To buy her book, Xero For Dummies, visit this link

To listen to her podcast, check this out

Full transcript

EP242: Heather Smith - What Apps You Should Use For Your Bookkeeping Business
EP 242