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💼 Ethics, Apps & Advisory: Tech Talks with Trailblazers

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Manage episode 505594878 series 1076311
Content provided by Heather Smith | Accountant & Storyteller and Heather Smith | Accountant. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Heather Smith | Accountant & Storyteller and Heather Smith | Accountant or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

A live panel unpacks how accounting tech reshapes advisory, global work, and lifestyles: covering cloud, AI, ethics, niche healthcare, and why some accountants invest in apps. Guests: Gardner, Falcon Huerta, Chard.

Summary

Host Heather Smith moderates a lively panel on accounting + technology at the Brisbane Chartered Accountants Australia New Zealand offices.

Guests:

Alex Falcon Huerta FCCA (Soaring Falcon) https://www.linkedin.com/in/alexfalconhuerta/

Kelly Chard (GrowthMD) https://www.linkedin.com/in/kellychard/

Paul Gardner (fresh accounting) https://www.linkedin.com/in/paul-gardner-3b85322/

In this episode, we talk about . . .

  • Cloud tools lower barriers for boutique firms; data enables deeper advisory.
  • Lifestyle design: remote teams, digital-nomad workflows, and flexible careers.
  • Global work: Hong Kong/Singapore complexities—multi-entity, multi-currency, consolidation.
  • Specialisation: healthcare niche delivers powerful benchmarking and insight.
  • Founders as investors: why accountants back apps they implement.
  • AI: more a shift than a threat; ethics and guardrails remain paramount.
  • Practical stack talk: standardising platforms, comms, and change management.

Apps & Tools Mentioned: Xero, Sage, NetSuite, SAP, Expensify, Dext, Microsoft Teams, Microsoft Copilot, Excel, WhatsApp, Brieff, Otter.ai

Contact details:

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

X: https://twitter.com/HeatherSmithAU

  continue reading

127 episodes

Artwork
iconShare
 
Manage episode 505594878 series 1076311
Content provided by Heather Smith | Accountant & Storyteller and Heather Smith | Accountant. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Heather Smith | Accountant & Storyteller and Heather Smith | Accountant or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

A live panel unpacks how accounting tech reshapes advisory, global work, and lifestyles: covering cloud, AI, ethics, niche healthcare, and why some accountants invest in apps. Guests: Gardner, Falcon Huerta, Chard.

Summary

Host Heather Smith moderates a lively panel on accounting + technology at the Brisbane Chartered Accountants Australia New Zealand offices.

Guests:

Alex Falcon Huerta FCCA (Soaring Falcon) https://www.linkedin.com/in/alexfalconhuerta/

Kelly Chard (GrowthMD) https://www.linkedin.com/in/kellychard/

Paul Gardner (fresh accounting) https://www.linkedin.com/in/paul-gardner-3b85322/

In this episode, we talk about . . .

  • Cloud tools lower barriers for boutique firms; data enables deeper advisory.
  • Lifestyle design: remote teams, digital-nomad workflows, and flexible careers.
  • Global work: Hong Kong/Singapore complexities—multi-entity, multi-currency, consolidation.
  • Specialisation: healthcare niche delivers powerful benchmarking and insight.
  • Founders as investors: why accountants back apps they implement.
  • AI: more a shift than a threat; ethics and guardrails remain paramount.
  • Practical stack talk: standardising platforms, comms, and change management.

Apps & Tools Mentioned: Xero, Sage, NetSuite, SAP, Expensify, Dext, Microsoft Teams, Microsoft Copilot, Excel, WhatsApp, Brieff, Otter.ai

Contact details:

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

X: https://twitter.com/HeatherSmithAU

  continue reading

127 episodes

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