- Annual PreXerocon Cloud Apps MeetUp
You're invited to our annual preXerocon Cloud Accounting Apps MeetUp for a fun, interesting, informative afternoon to get us in the mood for #Xerocon the next day. Join global experts in the Accounting Technology space to hear about modern technology and solutions. AGENDA 1:30pm Doors Open - networking + nibbles 2:00pm Acknowledgement of Country given by Jolene Elliot ( TJ Accounting Consultants) SNAPSHOT of CLOUD APPS - PRACTICE Emcee Amy Holdsworth + Ian Walker Clarity Street * Practice Ignition - onboarding - Ethan Cooney * Receipt Bank - accounts payable - Gavin Fernandes * XBert - data-driven risk notifications - Troy Brown * BGL - SimpleFund360 + CAS 360 - Daniel Tramontana 2:30 Panel Discussion Panel discussion: The digital dirt road ahead... Colin Hewitt CEO & Founder of Float Aynsley Damery CEO & Founder of Clarity HQ Hiroki Takeuchi CEO GoCardless Steph Hinds Head Ninja at Growthwise with Alexi Boyd facilitator 3:00pm Building capacity in your firm with The Outsourced Accountant - Nick Sinclair 3:10pm SNAPSHOT of CLOUD APPS - ADVISORY Emcee Tim Hoopmann Spinn Business Solutions * DataDear - MSExcel download + upload tool - presenter Shane Scott Illumin8 * Etani Business Platform - Power BI solutions for practice - Cameron Lynch * dataSIGHTS - bespoke Power BI solutions - Kevin Wiegand * BPP - "Best Practice Business Advisory Conversations to Win New Business” - John Peterson 3:35pm THE KAYE-NOTE Kaye Harding - GM, Ecosystem Partner Experience at Xero - Insights into optimising time with Accounting Apps at #Xerocon. 3:45pm SNAPSHOT of CLOUD APPS - APPS ADVISORY * MinuteDock - presenter - Nicole Lynch Streamline Management * N2 ERP - multi channel cloud ERP - Stewart Martel * Zahara - approvals for supplier invoices and purchase requisition - presenter Lee Duffield All in Advisory 4:00pm Networking + nibbles 4:30pm Close - leads into Precon Party 2019 https://landing.practiceignition.com/xerocon-precon https://cloud-stories.com.au/DearServiceM8 Everyone is welcome. VENUE Level 2 River City Labs, which is housed in The Precinct. Go down the pedestrianised area (either Duncan Street or Brunswick Street), and turn into the arcade in the middle. Half way down the arcade turn to see lifts. Go to level 2. The venue is situated in our ChinaTown, and is surrounded by numerous eating options (**remember the next event is canapes not dinner, so eat up beforehand!).
- Deliver & Scale POWER BI as a Service in your Accounting Firm
Learn how to provide Power BI interactive visualisations and business intelligence reporting with a dynamic interface that accounting staff can use to create their own reports and dashboards. Host Heather Smith introduces speakers Cameron Lynch & Kevin Weigand, who will discuss the lessons they have learnt and demonstrate how to scale Power BI in your accounting firm. With a combined 7 years of delivering cutting edge #powerbi data solutions to practices and their clients, Etani Business Platform and dataSights are joining forces to share with you some real-life examples of how Power BI can benefit SME's and the various options to offering PowerBI-as-a-service in your practice. In each real-life Power BI example you will discuss…….. *How providing this reporting will help your clients *How it will help your practice *How much time it can save you *How this can easily be scaled to multiple clients *We will demystify the Power BI black box; *Explain Power BI's three modes - This is absolutely key to scaling to multiple clients *Give you a background of BI and Power BI *Head you in the right direction with simple steps to start implementing *Power BI in your accounting firm SaaS solutions covered; Xero MYOB QBO PipeDrive AskNicely Kounta Desktop software (non cloud software) SimPro Join us for this fun & informal catch up. *****Food & drinks provided.***** Cameron Lynch – Bio Cameron is a Chartered Accountant and the founder of the Etani Business Platform. He believes he can help businesses survive and prosper in today’s disruptive environment. Cameron is experienced with Business Intelligence (BI), Analytics, Big Data and implementing cloud-based solutions to streamline reporting systems. Live data has a significant role to play in assisting businesses to make wiser decisions, both now and in the future. Cameron’s passion is driven by the concept of creating vehicles to help businesses and people prosper. https://www.linkedin.com/in/cameron-lynch-1b92b378/ Kevin Wiegand – Bio I love working with businesses to understand what their goals are, what their pain points are and how we can use data to kick goals and ease those pain points. We have helped companies from all over the world. Our clients use a wide range of applications and we help them to bring their data into a single source which we can then use to solve problems and track KPIs that help to achieve their goals. https://www.linkedin.com/in/kevin-wiegand/
- Everything you need to know about Ecommerce
Everything you need to know about Ecommerce Accounting, Ecommerce Businesses, and Ecommerce in the US market Scott and Patti Scharf are world leaders in the ecommerce space. They are travelling to Australia for the first time and have kindly agreed to speak at our meetup. Scott can pretty much answer any question you may have about e-commerce – so please get in touch and let us know what you would like Scot to talk about! Scot Scharf bio: Scott Scharf is the co-founder of Catching Clouds, the leaders in ecommerce accounting. Providing outsource cloud accounting services to $1M+ online sellers. We work with ecommerce businesses selling on Amazon, eBay, Walmart.com, Shopify, BigCommerce, Magento, and many other channels. We are the accounting department for ecommerce businesses, providing Ecommerce Accountants, Ecommerce Controllers, and the technical expertise to manage the data & technology 21st century online businesses use. We Speak Ecommerce. Scott now focuses his attention on having an impact on the Cloud Accounting space both for ecommerce businesses and ecommerce cloud vendors. His goal is to help businesses succeed by providing thought leadership, cloud accounting solutions, virtual CIO/CTO services and cyber security/cyber liability solutions. Scott is passionate about leveraging technology in smart and new ways to improve business processes, productivity, and profitability. Scott collaborates with his wife, Patti Scharf, a CPA who provides the deep accounting expertise, builds our virtual controller and virtual bookkeeping programs, and is a technology power user herself. Scott has been in IT for over 30 years providing consulting and solutions from global multinational businesses to small businesses and is an expert in Unified Communications and Collaboration, IT Security, and now cloud accounting technologies. When not working in the business, Scott is a full time geek and spends time with their two amazing kids and enjoying life in Colorado. Contact details: Scott Scharf Catching Clouds LLC www.catchingclouds.net @catchingclouds Catching Clouds YouTube Channel
- App Advisory Certification Camps w. Cloud Integration Partners
App Advisory Certification Camps Take your App Advisory to the next level and get recognised as a Certified Partner. CloudIntegration.Partners Certification Camps are targeted at firms who are looking to become Xero Level 1 App Advisors and would like to get in-depth training on how to recommend apps and build their advisory services. Here is an interview I did with the CI guys: https://www.youtube.com/watch?v=paB938rESgA&t=1841s What will I learn? Discover how to find new opportunities to grow your practice and how to monetise your services. Receive insights and extensive knowledge from renowned cloud integrators as they take you through an interactive scoping session. Learn best practices on how to partner with CIP to leverage your ongoing role as an App Advisor which will enable you to advise with confidence. The Stats: + 30% Small Businesses Grow Faster with Connected Apps Accounting Firms are the #1 Trusted Advisor to SMB's + Only 11% practice App Advisory + 52% are interested in App Advisory but don't know how to get started With over 700+ Cloud Apps in the Xero ecosystem, there has been a growing expectation for accountants and bookkeepers to be able to recommend apps (link). The choice of apps is overwhelming which is why CloudIntegration.Partners offer a partner program with a one to many approach to apps supported by certified experts. Our Certification Camps are for firms who are thinking ‘I’m interested in becoming an App Advisor but what do I do next?’ One of the most popular Keynotes at Xerocon this year was 'Recommending the right apps for your clients' by Nick Houldsworth, GM of Xero Ecosystem where he made a number of announcements: Xero U App Advisory Course - We recommend you complete this as a prerequisite to attending a Certification Camp. Xero published a App Advisory Playbook which outlines the different Levels in becoming an ‘App Advisor’ along with vertical-specific playbooks. + Retail & eCommerce + Trades & Construction + Professional Services The playbook outlines 3 levels of App Advisory: Level 1: Firm would like to recommend apps, but not provide set up, training and support [Partner with a Cloud Integrator] Level 2: Firm would like to recommend apps, provide implementation but no support Level 3: Firm will add resources internally to be able to recommend, implement, train and support in-house TradiePad & SMB Consultants are CloudIntegration.Partners - Your App Advisor Specialist Partners Do you know what the 3 'R's are to recommending apps? What is Frankenapps? App Advisory Certification Camps Brisbane - Tuesday 4th December - River City Labs 8:00am - 2:30pm GENERAL ADMISSION $249 CloudIntegration.Partners are kindly offering a $100 discount - using the code 'MASTERMIND100OFF' You must book and pay via this link for this event: https://www.eventbrite.com.au/e/ci-partners-brisbane-2018-app-advisory-certification-camp-tickets-49541545095 Further reading: Moving into app advisory: The next step https://www.xero.com/blog/2018/10/moving-app-advisory-next-step/
- Reconciling GST in Xero
You will be familiar with Xero as easy to use online accounting software that saves you time and effort by automating many routine tasks. Xero Gold Partner, Cassandra Scott will discuss reconciling GST in Xero, with a specific focus on the use of the GST Reconciliation report. Cassandra will demonstrate how bookkeepers can interact with Xero from a GST perspective, and how the reconciliations that you do can often be compromised by accountant EOFY work (without regard for prior reconciliations). Cassandra will use a Xero Demo file to step you through the elements, and also take questions and scenarios from the audience on GST reconciliation, and potentially any other Xero questions you have. Takeaways from this session shall include: • Reconciling GST in Xero, with a specific focus on the use of the GST Reconciliation report • How bookkeepers interact with Xero from a GST perspective • How the reconciliations that Bookkeepers do can often be compromised by accountant EOFY work (without regard for prior reconciliations) • Q and A Presenter Cassandra Scott Cassandra Scott Cert4 Financial Services (Bookkeeping) - is the Director and Senior Bookkeeper at Laurus Bookkeeping. Having worked in Public and Private Sector organisations, she has over 30 years experience providing bookkeeping, office administration and business support services across a range of industries. Cassandra holds a Cert 4 in Financial Services (Bookkeeping), and is a Registered BAS Agent. Cassandra is astute, confident and frequently relied upon to liaise directly with clients accountants, and their clients and suppliers to resolve issues efficiently and effectively. Working at a strategic level with clients to support continued business growth, Cassandra has the ability to review and introduce internal accounts management systems to businesses to ensure bookkeeping costs are kept to a minimum. Her skill base is constantly updated through involvement in professional discussion forums, and industry based training. Cassandra provides mentoring services to other bookkeepers and regularly contributes to ongoing discussion and development of programs regarding the evolution of the bookkeeping industry. As part of Xerocon 2015 (the Xero Annual Conference) she was invited to participate in discussion panels talking about the Modern Bookkeeper and Modern Bookkeeping practices. When not crunching the numbers, Cassandra enjoys good food and wine, and the company of good friends and family. Email: [masked] Website: http://www.laurusbookkeeping.com.au/ Linkedin: https://www.linkedin.com/in/cassandrascott/
- 5th Annual preXerocon Cloud Apps MeetUp
In some shape or form, I along with the Cloud Apps community have held a pre-Xerocon event annually since 2015, and collectively we are excited to invite you to our 5th Annual preXerocon Cloud Apps MeetUp. The aim of the afternoon is a fun, interesting, informative MasterMind community session to warm us up for the Precon Party 2018 and the Xerocon conference the following day. SPECIAL GUEST's Nick Houldsworth: Executive GM, Ecosystem, Xero Bryan Williams: Head of Ecosystem & Marketplace AU, Xero Agenda 3:00pm Doors Open - networking + nibblies (including special homemade salami from Daniel Tramontana - General Manager at BGL Corporate Solutions) 3:20pm Do More with Less - Waypoint At some point, every business faces growing pain. Overcoming it isn't always easy, especially if your current processes and software aren't up to the task of scaling. Find out how Waypoint, a Xero-preferred Cloud Integrator, guided an award-winning Xero accounting practice into their next growth stage, enabling more work for more employees while reducing the amount of software behind the scenes. 3:30pm Snapshot of Cloud Apps * Practice Ignition - onboarding * Float - cash flow reporting * Receipt Bank - accounts payable 3:45pm Ask Me Anything about Offshoring Nick Sinclair helps accounting firms build global teams. He will bravely take the stage and answer any questions you may have about Offshoring. 4:00pm PANEL How to make the most with 2018 exhibitors with special guests! Nick Houldsworth - GM Ecosystem Xero Bryan Williams - Head of Ecosystem & Marketplace Xero Cassandra Scott - Xerocon black belt + leading bookkie 4:25pm Snapshot of Cloud Apps * BGL - SimpleFund360 + CAS 360 * Expensify - expense claims management * N2 ERP - multi channel cloud ERP * DataDear - MSExcel download + upload tool 4:50pm Working with Cloud Integrators - Waypoint Xero Cloud Integrators are an indispensable resource for solving everyday operational issues with the latest Xero ecosystem apps. But with over 240 partners in the network, how do you know which one will be the right fit for your client? How do you ensure your client gets looked after once introductions are made? What should you expect from the Cloud Integrator you choose? Mat from Waypoint will answer these questions and give you a peek behind the curtain of how a Xero-preferred Cloud Integrator works. 5:00pm networking + nibblies 5:30pm close - leads into Precon Party 2018 Venue: This event is being held at River City Labs, also known as The Precinct. Attendance is an opportunity to visit a thriving space, the absolute heart of the Queensland startup, incubators, investors, mentors, and innovative thinkers, Advance Queensland, and was founded by SHARK Steve Baxter. You need to walk through an arcade and catch the lift to the second level and walk through and you will find us on the massive amphitheatre type space. It is an amazing venue - it even smells cool. The venue is situated in our ChinaTown, and is surrounded by numerous eating options (remember the next event is canapes not dinner). It is a 12-minute car journey or 21-minute bus journey to the SouthBank Beer Garden. Everyone is welcome.
- BOFY 2018 Lunch with Cloud Accountants + Advisors
Join us for a lunch with other Brisbane Cloud Accountants and Bookkeepers to recover from EOFY and celebrate the commencement of another year. You are responsible for the purchase of your own food and beverages. Might look at doing a function plan - I will update you if that happens. https://corbettandclaude.com.au/ 25 people are already confirmed as going - from outside this group. Please only RSVP if you intend on coming.
- How to use an Integrated CRM & Project Management Tool to Simplify Workflows
River City Labs, Startup Precinct
HOW TO USE AN INTEGRATED CRM AND PROJECT MANAGEMENT TOOL TO SIMPLIFY YOUR BUSINESS WORKFLOWS Quiddity is an all-encompassing cloud-based business platform designed to simplify decision-making and help you be more efficient as a team. With Quiddity, you have business visibility, can improve process flows, manage projects and multiple timelines and gain from a customer-centric approach to improve your business. Quiddity enables you to collect all your administrative workflow data, your post-it notes, your brain dump and collate the information in one space. Quiddity can help you get organized and grow your business. Quiddity is suited to project-based clients, think Cloud Integrators, Gig-Economy, IT Specialists, Architects Takeaways from this session shall include: • An introduction to the simple beautiful workflow solution Quiddity, • Features and Benefits • Which clients it suits • What you need to know before recommending the solution • How it works • How it interfaces with accounting solutions • Q and A Presenter Vivek Trivedi Vivek had experienced his business grow from 0 to $5m in turnover together with a team of 4 to 35 people in 2.5 years, yet he could not find one single tool to assist him to manage his business workflows effectively. There were many in the eco-system, but not just one. So, he decided to solve his problem by building a simple cloud based tool that assists teams with their workflows. Vivek has over 20 years of experience as a technologist working both in India and Australia in the ICT industry. He is an engineer by education but chose to be a serial entrepreneur. Amongst his business interests, he is the Founder of Quiddity, a tool he founded to solve the workflow problems within his tech business, Exigo Tech. Vivek is passionate about building a great team of people and giving them the freedom, resources and tools to make a difference hence he designed Quiddity. Email: [masked] Website: https://quiddityapp.com.au/ Linkedin: https://au.linkedin.com/in/trivedivivek This session shall be facilitated by Dyean Moodley of DEVTHA Consulting. Dyean works with you to develop and implement the digital strategy of your practice to improve efficiencies and create new revenue.
- Integrate an online store with an inventory solution + other e-commerce insights
River City Labs, Startup Precinct
HOW TO BUILD AN E-COMMERCE EMPIRE YOUR ACCOUNTANT AND BOOKKEEPER WILL LOVE During this presentation Chartered Accountant Thomas Sparks will share his knowledge of the E-commerce and Online business space Topics to be covered: - The E-Commerce Business Model - What is Shopify - What is Dear? - Features and benefits of Shopify and Dear as standalone products as well as synergies together. - Which e-commerce businesses are suited to this model? - How they integrate with each other and the accounting solution? - Other add-ons to aid your e-commerce solution (Online Accounting, Dear Business Portal, Amazon, eBay, Fulfillment options etc). Brief description to give an idea of a full suite e-commerce solution. - What the advisor needs to know when recommending the solution. - Question time. Thomas Sparks Biography: Thomas is a Chartered Accountant and business adviser helping online businesses grow, scale and conquer. With 10 years experience working with clients ranging from large domestic companies through to complex multinationals both in Australia and Hong Kong. E-Commerce as well as other online business is a passion for Thomas especially the back end and financial function of the business. Creating a healthy finance function to suit your e-commerce business requires the best technology to automate, make an efficient supply chain and harness your most important asset your financial information. AU: [masked] HK: [masked] Email: [masked] Website: https://infinity22.co/ LinkedIn: https://www.linkedin.com/in/xeroaccountantglobal/
- Unlock the potential of your client's Chart of Account
THE ESSENTIAL GUIDE TO DEFINING AND REFINING YOUR COA Brett considers the Chart of Account(COA) to be the foundation of all best practice bookkeeping/accounting functions. In this presentation he will discuss the key considerations in customising a chart for your clients that will meet the needs of all stakeholders. Takeaways from this session shall include: + Understand the importance of the COA + Increase revenue opportunities by offering extra value to your clients + Find out how you can work with the business team to improve the COA Brett has 30 years of accounting experience both in Big 4 firms and in commerce. He was CFO/Company Secretary of an Australian listed company with global operations before spending 10 years in the UK where he held the role of Finance Director of an AIM Listed company. More recently Brett reinvented himself as a small business owner and currently is the Principal of Brett Winstone Your Part Time CFO and specialises in helping start-ups and high growth SME’s to improve profitability, attract investors and accelerate growth. Working closely with your Board and CEO, Brett will take over responsibility for the business accounting services or financial project and establish best practice accounting solutions. With a proven ability to lead and manage back-office services, Brett ensures that your team can deliver timely financial results, implement appropriate internal controls and run robust accounting systems. Contact details for Brett Winstone mob:[masked] Your Part Time CFO (https://parttimecfobrisbane.accountant/) This session shall be facilitated by Kevin Wiegand of www.datasights.co DataSights works with you to surface the numbers that align with your goals. We can help to adjust your business processes, so that we can bring together your data in automated reporting & dashboard awesomeness.