EPISODE · Sep 10, 2025 · 52 MIN
💼 Ethics, Apps & Advisory: Tech Talks with Trailblazers
from Accounting Apps Podcast · host Heather Smith | Accountant & Storyteller
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
What this episode covers
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
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💼 Ethics, Apps & Advisory: Tech Talks with Trailblazers
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