September 10, 2025

💼 Ethics, Apps & Advisory: Tech Talks with Trailblazers

52 minutes

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

...more

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By Heather Smith | Accountant & Storyteller

11 ratings