Accounting Talent Podcast: Recent Episodes
Rob Brown (Accounting Influencers Roundtable - AIR)
The ACCOUNTING TALENT PODCAST is hosted by Rob Brown, co-founder of the Accounting Influencers Roundtable (AIR). Join hundreds of others on our next virtual speed networking event for influential leaders and professionals in the accounting, finance and tech world: https://accountinginfluencers.com/events
The Accounting Talent Podcast explores talent, people, culture, employer brand, recruitment, retention and succession in the accounting profession with high level panels, expert interviews, commentary and insights. Key topics include soft skills, examinations, qualifications, leadership, mental wellbeing, the brand of the profession, employee value propositions, engagement, capacity and headcount in accountancy firms, career development, HR, L&D, the great resignation, quiet quitting and a range of talent issues in accounting.
Host Rob Brown is a renowned presenter, facilitator and chair of high-level conferences, panels and events globally for the accounting and fintech profession. He is retained by many professional networks, alliances, associations, practices and vendors to chair their events and provide high-level interview content for their communities. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. https://www.linkedin.com/in/therobbrown/
Rob is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed over 300,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.
https://www.linkedin.com/company/accountinginfluencers https://bit.ly/AI-youtube https://twitter.com/accinfluencers
Are you struggling to attract and retain top talent in your accounting firm? What if there was a way to create a workplace culture that people actually want to be part of?
Rob Brown interviews Sarah Hauge and Deepa Bhat from ASL, an accounting firm that's revolutionizing workplace culture in the industry. They discuss how ASL has become a great place to work, attracting and retaining top talent in a competitive market.
Deepa and Sarah share insights into ASL's innovative approaches, including their flexible work arrangements, comprehensive employee engagement strategies, and commitment to work-life balance. They delve into the firm's unique initiatives such as the ASL University, their mascot "Bumble," and their focus on mental health and wellness. The conversation also touches on the importance of diversity and inclusion, with ASL boasting impressive statistics on female leadership.
Key Takeaways:
✓ ASL offers flexible work arrangements, with 25% of their team fully remote and 24% remote in California.
✓ The firm implemented a "B team" (Building Employee Engagement team) and introduced a mascot named Bumble to boost employee morale.
✓ ASL provides extensive mental health support, including 100% employer-paid medical and dental insurance.
✓ The firm focuses on competence rather than diversity quotas when hiring, resulting in naturally diverse leadership.
✓ ASL emphasizes accountability at all levels, including partners, fostering a culture of responsibility.
Quotes:
"We have evolved with the times and we have adapted to what our employees want." - Deepa Bhat
"We hire for competence. We don't hire based on what boxes someone checks." - Deepa Bhat
SHOW DETAILS HERE
You can watch this specific episode on our YouTube Channel here: https://youtu.be/S2kIulhxbNw
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This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Are you struggling to attract and retain top accounting talent? Could your firm's inability to find and keep the right people be its biggest threat?
Rob Brown uncovers what makes certain accounting firms truly great places to work. With the accounting profession facing unprecedented challenges in talent acquisition and retention, Brown emphasizes the critical importance of standing out as an employer of choice in today's competitive market.
Brown outlines the key areas he'll be exploring with senior leaders from successful accounting firms across North America and the UK. These include company culture, employer branding, talent attraction strategies, employee engagement, retention success stories, mental health support, career development opportunities, and diversity and inclusion efforts. He invites firms with exceptional employer brands and talent strategies to participate in the series, offering a platform to share their success stories and best practices.
Key Takeaways:
✓ Talent shortage in accounting is unlike anything seen before, posing a significant threat to firms' survival and growth.
✓ Standard recruitment approaches are no longer sufficient; firms need innovative strategies to attract and retain top talent.
✓ Culture is crucial but challenging to get right, especially with remote and hybrid work models.
✓ Employee engagement and mental health support are essential for long-term retention
✓ Diversity and inclusion efforts are non-negotiable for attracting a wide range of talent
Quotes:
"Top performers at all levels of the career ladder, they have multiple options. And they won't hesitate to go elsewhere if your firm does not stand out."
"Culture is so tricky, isn't it? It's easy to talk about it, but it gets much harder to get it right."
SHOW DETAILS HERE
You can watch this specific episode on our YouTube Channel here: https://youtu.be/wjIBowQnIRU
___________
This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Are you prepared for the leadership void in your accounting firm? What if your firm's next leader isn't even on your radar?
In this eye-opening episode of the Accounting Talent Podcast, Rob Brown dives into the critical topic of external succession planning for accounting firms. Building on his previous episode about internal succession, Rob explores why looking outside your firm for future leaders isn't just an option—it's a necessity for staying relevant and competitive in today's rapidly changing business landscape.
Rob highlights the alarming statistics that less than 50% of accounting firms have a formal succession plan, yet 80% expect to face succession challenges in the next five years. He emphasizes the importance of starting early, thinking strategically, and considering both internal and external candidates for leadership roles. The episode provides valuable insights into best practices for external succession planning, including defining clear roles and expectations, ensuring cultural fit, and adopting a hybrid approach that combines fresh perspectives with institutional knowledge.
Key Takeaways:
✓ Start succession planning early, thinking 2-5 years ahead
✓ Define clear roles and expectations for external hires
✓ Ensure cultural fit is prioritized alongside technical competence
✓ Consider a hybrid approach, blending external and internal talent
✓ Ignoring external succession planning can lead to significant risks and lost opportunities
Quotes:
"What got you here won't get you there."
"Succession planning is not just keeping the lights on when someone leaves. It's about setting your firm up for long-term success."
You can watch this specific episode on our YouTube Channel here: https://youtu.be/7DsrcGyb7RY
___________
This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Is your accounting firm gambling with its future? Are you one retirement away from a complete meltdown?
Rob Brown tackles the critical but often overlooked topic of succession planning in accounting firms. With 75% of accountants in the UK and US at or near retirement age, Brown warns that many firms are sleepwalking into a succession crisis. He emphasizes the urgency of having a solid plan in place, not just for senior partners looking to retire, but for all levels of the firm.
Brown delves into the importance of internal succession planning, highlighting it as the most sustainable way to secure a firm's future. He discusses the value of nurturing existing talent, creating a culture of continuous development, and the role of mentorship in grooming future leaders. The episode also touches on the challenges firms face in implementing succession plans, including overcoming biases and avoiding complacency. Brown shares insights from successful firms that have implemented innovative approaches to succession planning, from rotational programs to dedicated succession planning committees.
Key Takeaways:
✓ Less than 50% of accounting firms have a formal succession plan in place
✓ Internal succession planning preserves firm culture and values
✓ Mentorship and professional development are crucial for grooming future leaders
✓ Succession planning should be integrated into overall strategic planning
✓ Firms need to maintain a rigorous, merit-based approach to promotions
Quotes:
"The best firms out there are deliberately shaping their future leaders long before they step into these roles."
"Succession planning is not just about ensuring continuity, it's about setting your firm up for continued success.
You can watch this specific episode on our YouTube Channel here: https://youtu.be/y4GLAgGsiTM
___________
This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Have you ever lost a key team member and felt unprepared? What if you could turn hiring crises into manageable puzzles?
Rob Brown and Jeff Phillips share the strategic hiring practices for accounting firms. They discuss how to move beyond reactive hiring and develop a proactive, long-term approach to talent acquisition and retention.
Jeff emphasizes the importance of learning from past hiring experiences and creating systems to make future hiring easier. He outlines steps to develop a strategic hiring plan, including analyzing organizational needs, embracing remote work options, and building a pipeline of potential candidates. The conversation also touches on the value of investing in administrative support and technology to free up time for strategic work.
Key Takeaways:
✓ Conduct exit interviews to learn from departing employees
✓ Create a three-year staffing plan based on growth projections
✓ Invest in an executive assistant to free up time for strategic work
✓ Embrace remote hiring options and set up necessary technology
✓ Develop inbound candidate flow through various sources
Quotes:
"Every organizational chart is divided into three lanes: goes and gets work, completes work, gets paid to do the work."
You can watch this specific episode on our YouTube Channel here: https://youtu.be/U8oyDfj3MKk
___________
This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Did you just lose a key staff member during busy season? What should you do in the next 30 days to fill that critical position?
Rob Brown and Jeff Phillips tackle the pressing issue of sudden staff departures in accounting firms. They provide a step-by-step guide on how to handle this crisis situation, from the immediate aftermath to finding a suitable replacement quickly.
Jeff Phillips, drawing from his extensive experience in the job board and staffing industry, offers invaluable insights on turning this setback into an opportunity. The discussion covers everything from conducting exit interviews and reassessing organizational structures to crafting compelling job postings and leveraging various channels to attract top talent. Rob and Jeff emphasize the importance of acting fast while still thinking strategically, providing listeners with a comprehensive action plan to navigate this challenging situation.
Key Takeaways:
✓ Conduct an exit interview to gain valuable insights
✓ Reassess your organizational chart and consider "top grading" the position
✓ Craft a compelling job description that sells your firm and outlines clear expectations
✓ Leverage multiple channels to promote the job opening, including employee referrals
✓ Consider remote work options to expand your talent pool
Quotes:
"Speed is essential." - Jeff Phillips
"If you're set up for remote today, filling this job will be easier." - Jeff Phillips
You can watch this specific episode on our YouTube Channel here: https://youtu.be/Qqhz-PvH9zU
___________
This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Is money the solution to the accounting profession's talent crisis? How are major firms investing billions to attract the next generation of CPAs?
Rob Brown shares the transformative trends reshaping the accounting industry. He explores how leading firms like Ernst & Young, PwC, and KPMG are making massive investments in technology, particularly artificial intelligence, to attract top talent and revolutionize their services.
Rob Brown discusses the billion-dollar commitments made by these firms to integrate AI, increase starting salaries, and create dynamic work environments that appeal to tech-savvy younger generations. He emphasizes that this shift isn't just about staying current - it's about leading the way in client service and empowering teams with cutting-edge tools. The episode also touches on the broader implications for the accounting profession, including the need for upskilling, the evolution of accountants' roles, and the importance of work-life balance in attracting new talent.
Key Takeaways:
✓ Ernst & Young is investing $1 billion over three years to attract the next generation of accountants
✓ PwC has committed $1 billion to generative AI and became the largest customer of OpenAI's ChatGPT Enterprise
✓ AI integration is seen as a solution to automate routine tasks, improve audit accuracy, and provide deeper data insights
✓ The accounting profession faces declining numbers of graduates and high turnover, making AI adoption crucial for talent attraction
✓ As AI takes over routine tasks, accountants are pivoting towards roles requiring more analytical thinking and advisory skills
Quotes:
"Our investment in AI is not just about staying current. It's about leading the way in how we serve our clients and empower our teams."
"This is not a static profession. This is not an old fuddy duddy profession. This is alive. This is fluid. This is rapidly changing. This is engaging. This is exciting."
SHOW DETAILS HERE
You can watch this specific episode on our YouTube Channel here: https://youtu.be/pyWB7GCELrI
___________
This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Rob Brown sits down with Jeff Phillips to discuss the challenges and opportunities of remote and hybrid work environments in the accounting industry. Jeff, drawing from his experience as a CEO managing remote teams, shares valuable insights on how firms can not only maintain but increase productivity with remote staff.
The discussion explores into the shift from traditional office-based work to hybrid and remote models, addressing common concerns about productivity, trust, and company culture. Jeff emphasizes the importance of adopting the right mindset and implementing effective systems to ensure work gets accomplished, regardless of physical location. He introduces concepts like asynchronous communication and project management tools that can revolutionize how accounting firms operate in a digital age.
Key Takeaways:
✓ Remote work can lead to increased productivity when structured correctly
✓ Shifting from a "see you to trust you" mentality to a results-oriented approach is crucial
✓ Asynchronous communication can enhance efficiency in accounting tasks
✓ Project management tools are essential for tracking productivity in remote teams
✓ Regular "office hours" and personal check-ins can maintain company culture in remote settings
Quotes:
"Don't even look at the technology until you've defined your philosophy about how we're going to communicate."
"Running a hybrid team is challenging. Yet, if work is structured correctly, it frees your team to be more productive than they are today."
You can watch this specific episode on our YouTube Channel here: https://youtu.be/-HWA_QBJP5Y
___________
This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Rob Brown talks about the challenges facing the accounting profession in attracting and retaining new talent. He explores the declining interest in accounting as a career choice, the perception problems plaguing the industry, and the barriers to entry that discourage potential candidates.
Rob Brown also discusses how the outdated image of accountants as boring number-crunchers persists, despite the evolving nature of the profession. He highlights the need for a more realistic portrayal of modern accountants as strategic decision-makers and leaders in finance. The episode also touches on the financial burdens, work-life balance issues, and job satisfaction concerns that make accounting less attractive compared to other fields like finance and technology.
Key Takeaways:
✓ The number of students graduating with accounting degrees is declining globally
✓ There's a debate about the relevance of traditional degrees in today's rapidly changing job market
✓ The accounting profession suffers from an image problem, often portrayed as boring and unexciting
✓ Modern accountants play vital roles in strategic decision-making and leveraging new technologies
✓ Work-life balance and job satisfaction are major concerns for potential accounting candidates
Quotes:
"We must do a better job of marketing ourselves. We need to showcase the value that accountants bring to businesses and society at large."
You can watch this specific episode on our YouTube Channel here: https://youtu.be/404LmV-ZL68
___________
This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Is your firm's technology driving away top talent? Are you leveraging modern tech to attract the best accountants?
Rob Brown sits down with Jeff Phillips to discuss the crucial role technology plays in recruiting and retaining accounting talent. They explore how a firm's tech stack can be a major factor in attracting or repelling potential hires, especially among younger generations who have grown up with advanced technology.
Jeff emphasizes that modern firms using up-to-date technology are more likely to attract the best talent. They discuss the importance of cloud-based solutions, remote work capabilities, and the integration of AI in accounting practices. The conversation also touches on the need for firms to embrace change and stay current with technological advancements to remain competitive in the talent market.
Key Takeaways:
✓ Technology is a major factor in attracting accounting talent
✓ Remote work capabilities are crucial for accessing a wider talent pool
✓ A firm's technology stack includes both accounting-specific and work-specific tools
✓ Cloud-based solutions are essential for modern accounting practices
✓ Embracing AI and new technologies signals a forward-thinking firm culture
Quotes:
"Modern firms attract talent, and to be a modern firm, you've got to embrace modern technology." - Jeff Phillips
You can watch this specific episode on our YouTube Channel here: https://youtu.be/RPGR_LBKDgA
___________
This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Is your accounting firm struggling to find talent? Could freelancers be the solution you've been overlooking?
Rob Brown interviews Jeff Phillips, CEO of AccountingFly, about the critical role freelancers play in winning the war for talent in the accounting world. Jeff reveals that a staggering 30% of the labor force now identifies as freelance, and this trend is rapidly reshaping the landscape of knowledge work, including accounting.
Jeff introduces the concept of the "talent stack," a new approach to building modern accounting firms. This strategy involves compressing the traditional organizational pyramid and supplementing core full-time staff with offshore talent and freelancers.
Jeff also discusses three types of freelance arrangements: interim, fractional, and project-based, each serving different needs within accounting firms. Throughout the conversation, Jeff addresses common concerns about hiring freelancers, such as maintaining brand consistency and data security, while offering practical solutions to mitigate these risks.
Key Takeaways:
✓ 30% of the labor force identifies as freelance
✓ The "talent stack" concept for modern accounting firms
✓ Three types of freelance arrangements: interim, fractional, and project-based
✓ Mitigating risks when hiring freelancers through clear expectations and SOPs
✓ Freelancers as business owners seeking to build their brand and deliver excellent work
Quotes:
"You can't win the race for talent without hiring freelancers." - Jeff Phillips
"Your new talent stack is a combination of central full-time people who might be in the office or might be remote, supported by project-based freelance interim staff." - Jeff Phillips
SHOW DETAILS HERE
You can watch this specific episode on our YouTube Channel here: https://youtu.be/8q_TRj7-k6Q
___________
This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Is the traditional office becoming obsolete for accounting firms? Are we witnessing the death of remote work, or is the push to return to the office shortsighted?
Rob Brown digs deep into the contentious issue of returning to the office in the accounting industry. He explores the rationale behind companies pushing for a return to in-person work, examining the belief that physical presence enhances collaboration, creativity, and company culture. Rob challenges these notions, highlighting the importance of flexibility and employee preferences in today's evolving workplace.
This episode offers valuable insights for both accounting firm leaders and professionals facing pressure to return to the office. Rob provides practical advice on how to navigate this transition, emphasizing the need for open dialogue, compromise, and a focus on outcomes rather than physical presence. He also discusses the importance of investing in remote work technology and support, as well as the need for accounting professionals to communicate their value and propose solutions that benefit both themselves and their firms.
Key Takeaways:
- Companies are pushing for a return to the office, citing benefits like improved collaboration and culture
- Open dialogue with employees is crucial before implementing return-to-office mandates
- Flexibility is key - consider hybrid models and staggered schedules
- Focus on outcomes and results rather than physical presence
- Accounting professionals should communicate their value and propose solutions when facing pressure to return
Quotes:
"Without your physical or mental health, nothing else in life has much flavor."
"Invest in your skills, keep them updated... regardless of where you work, your skills keep you relevant."
You can watch this specific episode on our YouTube Channel here: https://youtu.be/RJ1hWo3lKJ4
___________
This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Are you struggling to find top accounting talent? Could remote hiring be the solution you've been overlooking?
Rob Brown sits down with Jeff Phillips, to discuss how hiring remote accountants could be the key to solving recruitment challenges in the accounting industry. Jeff, co-founder of AccountingFly, shares his expertise on tapping into a vast pool of domestic remote talent, highlighting the benefits and addressing common concerns associated with remote hiring.
The conversation goes into the shifting landscape of talent acquisition in accounting, introducing the concept of the "new talent stack" - an innovative approach to building a diverse and skilled workforce.
Jeff provides compelling insights into why top performers are increasingly choosing remote work options and how firms can adapt to this new reality. He also offers practical advice on implementing remote hiring strategies, from onboarding to maintaining company culture in a virtual environment.
Key Takeaways:
- Domestic remote hiring expands the talent pool from local to national
- Remote positions can be filled in about 40 days compared to year-long vacancies
- By 2030, there will be 50 million more knowledge jobs than workers to fill them globally
- Training and maintaining company culture is possible with remote workers through technology and hybrid models
- Data-driven project management tools can effectively measure remote worker productivity
Quotes:
"The race for talent is over and the talent won. Let's accept that reality and use it to our advantage."
"This is a mindset flip from 'I must see you to trust you' to 'I want to see data to trust you.'"
You can watch this specific episode on our YouTube Channel here: https://youtu.be/5oF2uE3A7ZQ
___________
This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Is trust the missing element in your organization? How can you close the trust gap between leaders and employees?
In this compelling episode of the Accounting Talent Podcast, host Rob Brown sits down with Cory Sheer, the author of "Closing the Trust Gap," to explore the critical issue of trust within accounting firms. With a deep dive into the multiple trust gaps identified by Cory's research, this conversation uncovers the staggering reality that leaders often overestimate their trustworthiness compared to frontline employees.
From dissecting the organizational trust gap to understanding the epidemic of distrust affecting productivity, retention, and profitability, Cory and Rob shed light on why trust is the ultimate currency in today's business landscape. They discuss the impact of collective trauma, technological evolution, and economic conditions on trust, and why trustworthy policies and practices are as crucial as trustworthy people.
Tune in to discover practical strategies for fostering trust, enhancing organizational policies, and aligning them with the evolving needs of employees and clients. Whether you're struggling with talent attraction, retention, or simply aiming to build a more cohesive and loyal team, this episode is packed with insights to help your firm thrive in a trust-deficient world.
Key Takeaways:
-
There is on average a 31% gap in trust between leaders and frontline employees across industries
-
51% of employees do not have a high level of trust for their leaders
-
Trust must be built through both people and policies/practices in an organization
-
The three building blocks of trust are competency, problem-solving, and care for others
-
Regular evaluation and iteration of policies is crucial for maintaining trust
Quotes:
"Trust is a vital currency that we need to grow in our companies."
"Trust is something that Stephen Baradel calls an actionable asset. It is an actionable asset that you can take action on in order to strengthen and improve."
You can watch this specific episode on our YouTube Channel here:
https://youtu.be/Vj0wWi9bAqw
___________
This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Are you and your employees caught in the overtime epidemic? Is overwork silently killing productivity and driving away top talent?
Rob Brown delves into the alarming issue of overwork and excessive overtime that is plaguing workplaces across the UK and the US. Drawing from compelling research, he reveals the severe toll it's taking on businesses and employees alike.
Excessive workloads, unrealistic expectations from managers, and an ingrained culture of overwork are undermining employee motivation, productivity, retention, and overall business performance. The statistics are staggering: one in five employees wants to quit within six months to escape overwork, and half put in up to four days of unpaid overtime each month – amounting to millions of uncompensated work days. This vicious cycle is burning people out, harming well-being, and driving away top talent.
Key Takeaways:
- "An embedded culture of overwork and overtime is taking a severe toll on business and workers across the UK workforce."
- Half of employees put in between a day and four days per month of unpaid overtime, equating to 19 million days of uncompensated work.
- One in five employees want to leave their current job in the next six months to escape overwork.
- 33% of employees are more likely to work additional unpaid hours if working remotely/hybrid.
- 28% report being unable to get their job done in the working day and having to work additional hours.
Quotes:
- "Unpaid work and missed holidays are not a sign of dedication. They are symptoms of a system which has to work better."
- "It's only by creating a culture that respects employee time, prioritizes workload management, encourages healthy work-life balance, that businesses can reap the benefits of a happier, more productive workforce."
You can watch this specific episode on our YouTube Channel here: https://youtu.be/w7PlFJZLiJE
___________
This is the the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Are Your Top Talents Leaving in Droves? Is Turnover Burning Down Your Accounting Firm?
Rob Brown and Jeff Phillips delve into the burning issue of high turnover rates plaguing accounting firms worldwide. They dissect the root causes fueling this exodus and provide practical solutions to stem the tide.
Jeff Phillips, CEO of Padgett Tax & Accounting Franchise and founder of AccountingFly, candidly acknowledges the gravity of the situation, likening turnover to a wildfire that spreads rapidly, leaving firms overworked and in a "spiral of death." The discussion highlights the talent crisis faced by the accounting profession, where the demand for services outpaces the supply of qualified professionals.
The crux of the episode revolves around a powerful yet simple solution: implementing employee surveys to gauge job satisfaction, engagement, and work-life balance. Jeff shares a proven framework used by firms like Adam Slack's remote accounting practice, which significantly reduced turnover by actively listening to employees.
Key Takeaways:
- Turnover is the percentage of professional staff that voluntarily leaves, not those who are fired.
- The top four reasons why people leave jobs within six months: unclear job responsibilities, lack of necessary resources, lack of team engagement, and poor work-life balance.
- Implement weekly or monthly anonymous surveys to identify and address issues before they escalate.
- Don't survey employees if you're unwilling to take action on the feedback.
- Address low scores immediately by calling the employee to understand and resolve the underlying issues.
Quotes:
"Turnover is a wildfire that spreads rapidly, leaving firms overworked and in a spiral of death." - Jeff Phillips
"Stop paying marketing companies $100,000 to develop a complex survey you roll out once a year. Ask frequently. Get in the weeds. Be willing to deal with troublesome feedback." - Jeff Phillips
You can watch this specific episode on our YouTube Channel here: https://youtu.be/iRYy9v1RSRISHOW DETAILS HERE
___________
This is the the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting Influencers Roundtable (AIR) runs regular international virtual speed networking events to build your personal brand and make valuable industry connections network in the accounting, finance and tech world: Book your place at our next gathering here: https://accountinginfluencers.com/events
More Accounting Influencers content here:
https://www.youtube.com/@accountinginfluencers for all of our podcast episodes
https://www.linkedin.com/company/accountinginfluencers for our events and posts
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Trust: A Diminishing Commodity? Is It Still Relevant in Today's World?
Cory Sheer, Author of “Closing the Trust Gap”, shares his insights on the alarming decline of trust across all aspects of society, from personal relationships to corporate entities and government institutions. He argues that the collective trauma of the COVID-19 pandemic, coupled with the disruptive forces of emerging technologies and economic challenges, has created a fertile ground for distrust to thrive.
Cory emphasizes the crucial role of trust as the bedrock of successful organizations and relationships. He provides a comprehensive framework for understanding trust, highlighting its three key components: competency, problem-solving, and care for others. By addressing these elements, leaders and individuals can cultivate an environment of trust and foster a culture of accountability, focus, and shared commitments.
Key Takeaways:
- Trust is the firm belief in the truth of something, and when different versions of truth coexist, trust erodes. [00:01:20]
- The three building blocks of trust are competency, problem-solving (identifying the right problems), and care for others (empathy, active listening). [00:07:40]
- Active listening, demonstrating genuine care for others, is the most effective way to build trust, without any financial cost. [00:10:20]
- Setting shared commitments and ground rules is crucial for creating a safe space for open and authentic conversations. [00:16:00]
- In a hybrid work environment, clarity, focus, and effective communication are even more critical for maintaining trust. [00:19:30]
Quotes:
"If you have somebody in the organization, especially if they're the leader of the organization, where they're highly competent, they're a fierce problem solver, but they don't have at all any care for others, what people feel is a lack of trust." [00:09:30]
"Trust is, by nature, it is relational. It is something that we have to have human-to-human contact in order for trust to be cultivated and strengthened." [00:18:50]
You can watch this episode and more on our YouTube Channel: https://youtu.be/JgpsQlZ8W3o
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
The Accounting World is Bracing for a Talent Exodus - Are You Prepared?
A groundbreaking global study reveals a profession in turmoil, with widespread dissatisfaction threatening to drain the talent pool. In this hard-hitting solo episode, host Rob Brown unpacks the uncomfortable truths unearthed by the ACCA's (Association of Chartered Certified Accountants) on global talent trends in the accounting profession. The study, based on data from nearly 10,000 accounting and finance professionals across 157 countries, reveals that many accountants are dissatisfied and unsettled in their roles.
Rob delves into the reasons behind this dissatisfaction, including concerns over pay levels, work-life balance, and the impact of technology and AI on jobs.
The episode also highlights the growing desire for remote and hybrid work arrangements, with only 9% of employees at Big Four firms preferring to work in the office full-time.
Rob emphasizes the importance of adapting to these changing workforce preferences to attract and retain top talent.
Key Takeaways:
- Only 57% of respondents work full-time in the office, while 8% are fully remote. (00:02:00)
- 75% of respondents said they go to the office because their employer requires it. (00:03:50)
- 34% of respondents at small firms and 38% at Big Four/mid-tier firms are unhappy with pay levels. (00:07:10)
- Inflation impacting salaries is the biggest work-related fear for 40-44% of respondents across firm sizes. (00:10:00)
- 46% of Big Four employees fear for their mental health. (00:10:20)
Quotes:
"Compensation is a big thing. Remote working is a big thing. The talent pipeline, people are leeching out of accounting once they're in it, and people are not coming into it in the first place." (00:16:20)
"It should be the governing bodies, but even the accounting leaders, the influencers all have a responsibility, we might say, to shape the profession and be an ambassador for the profession." (00:15:50)
You can watch this episode and more on our YouTube Channel: https://youtu.be/5rB_ATw-vOU
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
In this episode of the Accounting Talent Podcast, Rob Brown and Jeff Phillips discuss the importance of effective onboarding practices for new hires in remote or hybrid accounting firms. They emphasize that a strong onboarding process is crucial for reducing employee turnover, increasing engagement, and ensuring long-term success for both the employee and the firm.
The hosts share their insights and strategies for creating a welcoming and seamless onboarding experience, from setting clear expectations to fostering social connections within the team.
Jeff Phillips also shares a personal story that highlights the impact of a poor onboarding experience and how it can lead to disengagement and premature resignation.
The episode provides a comprehensive checklist for accounting firms to implement a successful onboarding system, including assigning buddies or mentors, conducting regular check-ins, and ensuring new hires have clarity on their roles and the necessary resources to succeed.
5 Key Takeaways:
- The main reasons why knowledge workers leave a new employer within the first 100 days are lack of clarity about their job, not having the necessary resources to succeed, and feeling socially disconnected from the team. [00:06:30]
- Firms should consider starting new hires on Fridays rather than Mondays to create a more relaxed and enjoyable onboarding experience. [00:09:45]
- The first meeting with a new hire should focus on the company's vision, how the employee's role fits into that vision, and setting expectations for feedback and communication. [00:11:30]
- Assign a buddy or mentor to the new hire to serve as a guide, confidant, and problem-solver during the first year. [00:17:45]
- Conduct 30-day check-ins with new hires to ensure they have clarity on their job and have the necessary resources to succeed. [00:20:45]
Quotes:
- "We need to have a system and a philosophy about making sure people get that social interaction that they need, especially if your hire is remote." [00:19:45]
- "The turnover causes cascading issues inside the firm. A strong start reduces turnover." [00:26:30]
You can watch this episode and more on our YouTube Channel: https://youtu.be/38eDsO0u8B8
Onboarding Checklist from Jeff
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
On this episode of The Accounting Talent Podcast, host Rob Brown is joined by Jeff Phillips, CEO of Padgett Business Services and founder of AccountingFly, wherein they delve into the concept of "talent stacks" for accounting firms. Jeff explains how a talent stack is an integrated system that firms can use to efficiently and reliably deliver value to their clients by creatively combining different types of talent assets.
The discussion revolves around the ongoing talent crisis in the accounting industry, characterized by more job opportunities than qualified candidates. Jeff posits that the traditional approach to hiring is no longer sufficient and advocates for firms to embrace creative staffing solutions, including remote hiring, freelancers, and outsourcing.
Jeff highlights the significant advantages of remote hiring, citing statistics from his company, AccountingFly, which specializes in placing remote CPAs in firms across the United States. He emphasizes the cost-effectiveness, faster hiring timelines, and access to a broader talent pool that remote hiring offers.
Additionally, Jeff stresses the importance of incorporating freelance and interim talent into the talent stack, enabling firms to tap into the growing gig economy and address specific project needs or busy seasons without committing to full-time hires.
Lastly, Jeff explores the concept of outsourcing and offshoring, particularly leveraging talent from countries like India, the Philippines, and Mexico, where firms can access skilled and trained talent at a significantly lower cost.
5 Key Takeaways:
- The talent crisis in accounting is real, with more job opportunities than qualified candidates, forcing firms to explore creative staffing solutions. [03:30]
- Building a "talent stack" by combining different types of talent assets, such as remote hires, freelancers, and outsourced teams, can help firms deliver value efficiently and reliably. [01:00]
- Remote hiring offers significant advantages, including faster hiring timelines, access to a broader talent pool, and potential cost savings. [06:00]
- Incorporating freelance and interim talent into the talent stack allows firms to address specific project needs or busy seasons without committing to full-time hires. [11:00]
- Outsourcing and offshoring to countries like India, the Philippines, and Mexico can provide firms with access to skilled and trained talent at a lower cost. [16:30]
Quotes:
"The war for talent is over, and the talent won." "If you're not addressing freelance and interim as part of your recruitment strategy, you can't win the race for talent because you're leaving candidates an opportunity on the table."
You can watch this episode and more on our YouTube Channel
https://www.youtube.com/watch?v=prk7MAc8XaU
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Connecting employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Host Rob Brown is joined by Sue Coffey, CEO of Public Accounting at the American Institute of CPAs (AICPA), and Lexy Kessler, Partner at Aprio and Chair of the AICPA's National Pipeline Advisory Group (NPAG). They look into the alarming talent shortage facing the accounting profession and the potential solutions proposed by the NPAG.
Lexy and Sue discuss the overwhelming evidence pointing to a significant talent pipeline issue in accounting, including declining enrolment in accounting programs, fewer students pursuing the CPA credential, and challenges in retaining young professionals in their first five years of employment. But can the profession overcome this challenge? Rob, Sue, and Lexy explore the root causes, such as the profession's perceived image, the cost and time commitment of education, and the need for evolving business models at accounting firms.
The NPAG's findings underscore the urgency of addressing the talent pipeline issue collaboratively, involving stakeholders from academia, regulators, state societies, and the profession itself. Sue and Lexy share their optimism that by implementing the recommended solutions, the accounting profession can overcome this challenge and attract the talent required to thrive in an ever-evolving business landscape.
"We are a profession that communities, businesses, and economies need, and we just need to address our talent shortages and adapt." - Sue Coffey, [00:40]
"It's not just Debits and credits to that point. It's really about the business person piece of it and the different scenarios and the strategy behind the numbers as well. So there's much more to it than, than processing or, or producing a product and that's it. It's much, much more than that." - Lexy Kessler, [16:47]
Key Takeaways:
The accounting profession is struggling with a talent pipeline shortage, but it's not "withering on the vine" as some suggest. - Sue Coffey, [00:31]
Improving storytelling and celebrating the profession's impact is crucial to attract younger generations. - Lexy Kessler, [01:44]
The cost and time commitment of education, especially for socioeconomically disadvantaged students, is a significant barrier to entry. - Sue Coffey, 10:58]
Firms need to evolve their business models to provide a better experience for young professionals in their first five years, addressing issues like excessive hours and meaningful work assignments. - Sue Coffey, [11:46]
Modernizing the CPA licensure process is a long-term goal to ensure the profession remains sustainable and relevant in the future. - Lexy Kessler, [27:53]
You can watch this episode and more on our YouTube Channel
https://youtu.be/JaLe1nq9lk4
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Connecting employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
On this episode of The Accounting Talent Podcast, host Rob Brown is joined by Jeff Phillips, CEO of Paget Business Services and founder of AccountingFly, to dive into the alarming talent shortage facing the accounting profession. Statistics reveal around 300,000 fewer accountants and auditors in the US over the past two years, a staggering 17% drop. The root cause? A weak value proposition from the profession, offering less attractive compensation, flexibility, and work-life balance compared to industries like tech. This perception is driving college students away from accounting towards seemingly greener pastures in investment banking, consulting, and tech firms.
Accounting firms face intense competition for talent, not just from each other but from aggressive employers in other sectors with enticing perks and career paths. However, there is hope. By rethinking their value propositions, exploring untapped talent pools like offshoring, remote work, freelancers, and developing innovative hiring/training approaches, firms can regain their appeal to the next generation of accountants. The profession's future hinges on its ability to revamp its employer branding and talent strategies.
"The accounting profession is not going to die, Rob. It's not going to wither on the vine. There is lots of talent out there and there are options and hope." - Jeff Phillips
Key Takeaways:
-
There is a shortage of accounting talent, with around 300,000 fewer accountants and auditors in the United States over the last two years, representing a 17% loss.
-
The accounting profession is facing a brand and value proposition problem, as the compensation, flexibility, and work-life balance are perceived as weak compared to other industries like tech.
-
College students are choosing alternative career paths like investment banking, consulting, and tech companies, which are seen as more attractive than "boring old accounting."
-
Accounting firms are not just competing with each other for talent but also with more aggressive employers in other industries, offering better perks and career paths.
-
There are solutions and untapped talent pools that accounting firms can explore, such as offshoring, remote work, freelancers, and non-traditional hiring and training approaches.
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
On this episode of The Accounting Talent Podcast, host Rob Brown is joined by Jeff Phillips, CEO of Paget Business Services and founder of AccountingFly, to dive into the alarming talent shortage facing the accounting profession. Statistics reveal around 300,000 fewer accountants and auditors in the US over the past two years, a staggering 17% drop. The root cause? A weak value proposition from the profession, offering less attractive compensation, flexibility, and work-life balance compared to industries like tech. This perception is driving college students away from accounting towards seemingly greener pastures in investment banking, consulting, and tech firms.
Accounting firms face intense competition for talent, not just from each other but from aggressive employers in other sectors with enticing perks and career paths. However, there is hope. By rethinking their value propositions, exploring untapped talent pools like offshoring, remote work, freelancers, and developing innovative hiring/training approaches, firms can regain their appeal to the next generation of accountants. The profession's future hinges on its ability to revamp its employer branding and talent strategies.
"The accounting profession is not going to die, Rob. It's not going to wither on the vine. There is lots of talent out there and there are options and hope." - Jeff Phillips
Key Takeaways:
-
There is a shortage of accounting talent, with around 300,000 fewer accountants and auditors in the United States over the last two years, representing a 17% loss. [00:11:50]
-
The accounting profession is facing a brand and value proposition problem, as the compensation, flexibility, and work-life balance are perceived as weak compared to other industries like tech. [00:04:30]
-
College students are choosing alternative career paths like investment banking, consulting, and tech companies, which are seen as more attractive than "boring old accounting." [00:14:55]
-
Accounting firms are not just competing with each other for talent but also with more aggressive employers in other industries, offering better perks and career paths. [00:16:50]
-
There are solutions and untapped talent pools that accounting firms can explore, such as offshoring, remote work, freelancers, and non-traditional hiring and training approaches. [00:20:30]
You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
Rob Brown talks to Jen Surtees, former Director of People Experience at Xero, on some of the biggest challenges facing employers in the current recruitment landscape.
Jen shares her insights on how companies can differentiate themselves as employers to attract and retain talent in a highly competitive market. She also provides valuable tips on hiring for culture fit and identifying values that drive the organisation's culture.
The conversation then shifts to the "great resignation," where many employees are quitting their jobs in search of better opportunities or work-life balance. Jen discusses what companies can do to retain talent, including creating a culture that values employee well-being, development, and growth.
Finally, the discussion turns to remote and hybrid working, which has become increasingly popular after the pandemic. Jen shares her views on how companies can make this work with their culture and the benefits of providing employees with more flexible work arrangements.
Overall, this episode provides valuable insights and practical advice for employers navigating the challenges of recruitment and the work landscape. Jen's extensive experience in coaching and developing high-performing teams and cultures provides a unique perspective on how organisations can thrive in these challenges.
Key takeaways
➤ In today's challenging recruitment landscape, it's essential to differentiate yourself by being clear on your employer's brand and values and offering competitive benefits and career development opportunities.
➤ Hiring for culture fit is critical to building a cohesive and high-performing team. To do this, it's essential to define your company's values and behaviours, ask behavioural interview questions and involve multiple team members in the hiring process.
➤ The "Great Resignation" is a genuine concern for many businesses, and it's important to focus on employee retention. This can be achieved through several strategies, including offering flexible working arrangements, investing in employee development and training, and prioritising employee well-being and work-life balance.
➤ Remote and hybrid working is becoming increasingly popular, but some businesses must be convinced whether it can work with their company culture. To make remote or hybrid working successful, it's essential to communicate effectively, build trust, and offer the right tools and technology to support remote workers.
You can watch this episode and more on our YouTube Channel:
https://youtu.be/mh3VYv0TQds
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
Mark Fritz focuses on the vital topic of saying no and setting boundaries. Mark highlights the significance of being assertive and maintaining focus to say no to various demands and requests effectively. He emphasises the value of listening and understanding the perspective of others when communicating a refusal. Mark also discusses the challenges busy professionals face, particularly accountants, who often feel overwhelmed by the multitude of tasks and responsibilities they have to handle.
He shares his observations on the current era of information overload and the need for individuals to prioritise and do less to achieve more. Mark suggests learning from other sectors can provide valuable insights and strategies for managing workload and avoiding burnout. The episode further delves into the psychological factors behind saying no, such as fear of disappointing others, fear of missing out (FOMO), and the pressure to fit in or be seen as a team player.
Mark offers practical advice on overcoming these fears and setting personal boundaries. He advocates for open communication and understanding between colleagues and leaders and the importance of aligning personal and professional priorities. In addition, the episode explores the role of scripts or prepared responses in navigating difficult conversations and saying no clearly and concisely. Mark highlights the importance of staying true to one's boundaries and goals and avoiding over-commitment. Throughout the interview, Mark provides examples, personal anecdotes, and practical tips on developing the confidence and assertiveness needed to say no effectively.
Mark Fritz is an accomplished leader who focuses on driving change across diverse cultures and distances. With a rich international career spanning numerous countries, including Egypt, Netherlands, Italy, and Japan, Mark has successfully spearheaded enterprise-level change initiatives. His expertise lies in leading transformation and reengineering efforts, effectively managing virtual teams, and fostering the growth of diverse, resilient groups.
Mark has left an indelible mark on executives and organisations worldwide as a renowned leadership specialist. He has been instrumental in helping them reshape their leadership approaches, resulting in improved outcomes and lasting impact. Mark's influence extends to prestigious business schools like IE Business School and HEC, where he imparts his wisdom through enlightening courses on leadership and influence.
Within organisations, Mark crafts tailored leadership programs that fortify leaders and equip them with the tools necessary for growth and triumph. His journey has taken him around the globe, where he's lived in various countries and worked in over 50 nations. Currently residing in London with his Japanese wife, Mark enjoys playing golf and cherishes collaborating with individuals from diverse cultural backgrounds, recognising the invaluable lessons such experiences offer.
Mark Fritz is renowned for his commitment to empowering leaders to shift away from micromanagement and embrace a culture of ownership and achievement. His expertise lies in unlocking the full potential of teams. Through impactful keynotes and masterclasses, he delivers inspirational experiences brimming with practical advice and actionable steps.
With a steadfast dedication to enhancing performance, influencing others, and mentoring, Mark's thought-provoking sessions and ongoing support have become integral to organisations' growth journeys. His unique blend of inspiration and practicality leaves audiences with clear actions and a deep desire to become the leaders they aspire to be. Mark Fritz is the catalyst for transformation and excellence in leadership.
You can watch this episode and more on our YouTube Channel:
https://youtu.be/My_rdWRDo9E
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
Rob Brown sits down with Calvin Harris, the CEO of the New York State Society of CPAs. Calvin discusses his role in leading the organization that represents CPAs in New York State and beyond. He shares his perspective on being a CPA and the importance of the credential.
Calvin talks about the challenges and opportunities facing the accounting profession today, emphasizing the need for CPAs to demonstrate their relevance in a changing landscape. He highlights the role of technology, communication, and storytelling in showcasing the value of the accounting profession to younger generations.
The conversation also touches on the impact of the COVID-19 pandemic on the profession and the lessons learned from it. Calvin shares insights into the evolving role of CPAs and the importance of adaptability.
Tune in to gain valuable insights from Calvin Harris on the state of the accounting profession and the path forward for CPAs in a dynamic world.
Calvin Harris Jr., CPA (MD), is the CEO of the New York State Society of CPAs, the oldest state accounting association in the U.S. With 30+ years of executive experience, he's been a CFO, auditor, forensic accountant, consultant, and entrepreneur.
A Morehouse College graduate, Calvin previously served as the SVP & CFO of the National Urban League in NYC and CFO of Baltimore City Community College. He's held leadership roles at organizations like the United Nations Foundation, NeighborWorks America, Legal Services Corporation, and Aeras Global TB Vaccine Foundation. His career began as an auditor at Arthur Andersen.
Calvin, the 24th Chairman of the Board and National President of the National Association of Black Accountants, has a deep passion for the accounting profession, inspired by his mother, a high school bookkeeping teacher. A Maryland native, he now calls Brooklyn, New York, home.
You can watch this episode and more on our YouTube Channel:
https://youtu.be/mv_mbBXSQm0
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
In this episode, Jen Cryder, the CEO of the Pennsylvania Institute of CPAs (PICPA), shares her journey from an English major to a successful career in accounting. Representing around 20,000 accounting and finance professionals in Pennsylvania, PICPA serves as a unique state society dedicated to empowering bookkeepers and CPAs alike. Jen emphasizes the importance of diversity within the profession, where PICPA's membership includes college and high school students exploring accounting careers, practitioners in public accounting firms, and educators in corporate finance. With a strong focus on shaping the future of the profession, Jen discusses the challenges and opportunities of staying ahead in the ever-evolving landscape of accounting, driven by technology, changing standards, and human capital needs. Collaboration among state societies and stakeholders becomes paramount as they work together to address common challenges and share innovative solutions.
Jen Cryder is a trailblazing leader serving as the CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA). As a CPA with practical experience, she brings a valuable perspective to her role, adeptly solving problems and creating opportunities to benefit PICPA's members. Jen's leadership is characterized by transparency, integrity, and a diverse skill set that spans Finance, Accounting, M&A, Operations, Business Development, Change Management, Stakeholder Relations, and Nonprofit Organization Management. With a keen understanding of the evolving landscape of technology and capital markets, Jen navigates as an agile and collaborative executive, addressing disruptions and prioritizing the growth of the organization. She places equal emphasis on empowering diverse teams, ensuring all individuals have access to professional development opportunities to achieve their goals. Committed to member value, Jen fosters strong connections and engagement to tailor PICPA's programs, products, and services accordingly. Notably, as the first female CEO in PICPA's 125-year history, Jen is dedicated to honoring the organization's legacy while strategically shaping the future of accounting and finance with an unwavering focus on member success.
You can watch this episode and more on our YouTube Channel:
https://youtu.be/Bt7ezS3NPaMM
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
John Garrett, the guest on this episode, emphasizes the importance of recognizing accountants as whole individuals beyond their job titles. He encourages firms to celebrate and shine a light on the hobbies, passions, and other dimensions of their employees, acknowledging that people are more than just their work. Creating a workplace that values the worker as much as the work is key to attracting and retaining talent. John emphasizes the need to focus on the human side of individuals and build deeper relationships based on their unique interests and qualities. By embracing their individuality, accounting firms can differentiate themselves and create a more fulfilling work experience for their employees.
John Garrett is a thought provoker, author, and CPA who champions the human side of professionals. He consults with organizations to create better workplaces and develop productive cultures. With a background in stand-up comedy, he brings humor and insights to his work. John is an award-winning author, two-time Emmy nominee, and has performed on over 2,000 stages. He currently resides in Denver and is a college football fan. Connect with him on Twitter at @The_JohnGarrett and check out his website at TheJohnGarrett.com. Named Top100 Most Influential by Accounting Today.
You can watch this episode and more on our YouTube Channel
https://www.youtube.com/watch?v=KxsrjV6C8cw
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
Rob Brown interviews Bailey Parnell, an expert in digital culture, social media, and mental health. In this episode, they discuss the skills needed to thrive in a VUCA (volatile, uncertain, complex, and ambiguous) world. Bailey emphasizes the importance of a growth mindset, optimism, and resilience, as well as the interconnectedness of individuals and organizations.
The conversation then shifts to the impact of digital culture on work and personal life, with Bailey discussing the dangers of social media addiction and the negative effects of screen culture on physical, sociological, and psychological health. She highlights the importance of accountants being mindful of their social media and screen usage and incorporating practices such as mindfulness and digital detoxing into their lives.
Bailey also talks about her company, Skills Camp, which focuses on soft skills development and the importance of mental health responders and counsellors for stressed employees. The episode offers a cautionary tale to accountants looking to grow their firms, urging them to be vigilant about social media usage and prioritize their well-being over digital engagement.
Overall, this episode of the Accounting Influencers Podcast provides valuable insights into the skills and mindset needed to succeed in today's VUCA world and practical tips for maintaining mental health and well-being in a digital culture. Don't miss this informative conversation between Rob Brown and Bailey Parnell!
You can also watch this on youtube here: https://youtu.be/JKSTI6UeB0c
Key takeaways:
➔ To thrive in a VUCA world, individuals need a growth mindset, optimism, resilience, and the ability to adapt and embrace change.
➔ Digital culture significantly impacts work and personal life. Accountants must be mindful of their social media and screen usage to combat the adverse effects on their physical, mental, and emotional well-being.
➔ Companies need to create a culture that supports mental health and well-being, especially in a hybrid work environment, by training leaders to manage crises and promoting a human-centric workplace.
➔ Soft skills development, such as interpersonal communication and emotional intelligence, is crucial for business professionals to succeed in today's world, and mental health responders and counsellors can help support stressed employees
Bailey Parnell is a 2x TEDx speaker, Founder & CEO of SkillsCamp, and named one of Canada's Top 100 Most Powerful Women. She is an internationally-recognized entrepreneur, an active humanitarian, and an expert in soft skills training. Bailey has nearly 4 million views on her TEDx talks, and her work has been featured in Forbes, Good Morning America, CBC, and other notable media outlets. She completed her Masters in Communications and Culture at Ryerson University with research on social media's impact on mental health. This research led to the creation of her signature 5 Steps Towards #SafeSocial and a connected non-profit of the same name. Bailey is known for her skilful storytelling, confidence, research, and humour. She frequently speaks on social media and mental health, soft skills, intergenerational understanding, and being a woman in business.
Bailey's company SkillsCamp is a soft skills training company that works with businesses and educational institutions to help their staff and students develop the essential skills needed for personal and professional success - personal branding, stress management, emotional intelligence, and public speaking. Bailey's engaging and informative presentations have reached over 4 million people worldwide. Bailey enjoys wine, cheese, good TV, and "thought experiments" when she's not working. You can follow her on Instagram, LinkedIn, TikTok, Twitter, and Facebook at @BaileyParnell or @baileytaylorparnel. For more information, visit her website at baileyparnell.com or contact her at bailey@skillscamp.co
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The Accounting Talent Podcast drops every Thursday to accounting leaders, HR professionals, accountancy and CPA recruiters, owners, bosses, managers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Welcome to the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.
How the HR Function Is Changing in Accounting & Finance with Cat Glenn
Rob Brown engages in conversation with Caterina Glenn, or "Cat," a distinguished professional with a rich background in recruitment and HR. With over two decades of experience, Cat shares her journey from her early days in recruitment to her current role as a Director at Wade Macdonald, a renowned HR and finance recruitment consultancy.
Cat delves into the evolving landscapes of both finance and HR, highlighting the shift towards more commercial and personable professionals who emphasize business partnerships. She discusses the increasing influence of employees in driving change within organizations, emphasising factors like hybrid working and the need for diversity and inclusion.
Learn valuable insights into the future of HR and finance, as well as the critical role of data and analysis in decision-making. Don't miss this episode that explores the intricate relationship between HR and finance, offering a glimpse into the dynamic world of these interconnected fields.
Caterina Glenn boasts over 25 years of experience in financial recruitment and HR. She is the Director at Wade Macdonald, a respected HR and finance recruitment consultancy.
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You can watch this episode and more on our YouTube Channel
https://www.youtube.com/@accountinginfluencers
Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers
Thanks to our sponsors:
ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.
If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
https://www.linkedin.com/in/therobbrown
Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.
Career Paths for a Finance Skillset: Chris Goulding
Welcome to the Accounting Influencers Podcast, hosted by Rob Brown. In this captivating episode, we're joined by Chris Goulding, a seasoned professional who embarked on his remarkable career journey in finance at the tender age of 21. With a career spanning over 19 years, Chris brings a wealth of experience to the table.
Listen in as Chris shares his unique perspective on the ever-evolving landscape of the accountancy and finance sector. He takes us on a journey through his professional life, starting as a recruiter in the UK and progressing through various directorial roles, culminating in his current role as Managing Director at Wade Macdonald.
Chris delves into the shifting paradigms of finance careers. He discusses how skill sets have evolved in response to changing market dynamics, especially in the wake of the pandemic. Discover why technical skills are no longer the sole focus for aspiring finance leaders and how strategic thinking, business partnering, and analytical abilities are becoming paramount.
We also explore career trajectories in finance, including the path for those outside traditional practice. Chris provides valuable insights into the challenges and opportunities within the field, shedding light on the ever-important balance between technical expertise and commercial acumen.
Guest Bio
Chris Goulding is a seasoned professional with over 19 years of experience in the accountancy and finance. As the Managing Director at Wade Macdonald, he brings a wealth of insights into the industry's changing landscape.
www.wademacdonald.com
https://www.linkedin.com/company/wade-macdonald
Your Host
Host Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more. Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.
LinkedIn: https://www.linkedin.com/in/therobbrown/
Company: https://www.linkedin.com/company/accountinginfluencers
YouTube: https://bit.ly/AI-youtube
Twitter: https://twitter.com/accinfluencers
Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.
Talent Recognition: Top 50 Women in Accounting Award: Ami Copeland is the CEO of the Institute of Certified Bookkeepers (ICB). ICB is a unique governing body dedicated to bookkeepers, offering an alternative career path in accounting. With 78% of its members being women, ICB has created a warm and supportive community. Ami discusses the empowerment of bookkeepers and their importance in businesses. As a visionary leader, she focuses on raising ICB's profile, providing ongoing support to members, and empowering them to offer valuable advisory services to clients. Ami shares her journey as CEO, overcoming imposter syndrome and embracing her authentic leadership style.
Guest Bio
Ami Copeland is a passionate advocate empowering individuals to pursue their passions and achieve their ambitions. As part of her role at ICB (Institute of Certified Bookkeepers), she is dedicated to upskilling people, helping them secure fulfilling employment or establish their successful businesses to contribute to the growth of the UK's and the world's SMEs (Small and Medium-sized Enterprises).
Recognising the transformative power of bookkeeping, Ami takes immense pride in the fact that 78% of ICB's members are women. Their collective efforts play a crucial role in boosting British businesses and facilitating mothers' re-entry into the workforce, positively impacting lives, businesses, and entire economies. Ami's commitment to supporting and enabling others reflects her strong belief in the potential of individuals to make a meaningful difference in the professional world.
Your Host
Host Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.
Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.
- LinkedIn: https://www.linkedin.com/in/therobbrown/
- Company: https://www.linkedin.com/company/accountinginfluencers
- YouTube: https://bit.ly/AI-youtube
- Twitter: https://twitter.com/accinfluencers
Get to know us better!
If you enjoy the show, please leave a review on your preferred platform.
- Website: https://accountinginfluencers.com/podcast
Social Media:
- LinkedIn: https://www.linkedin.com/company/accountinginfluencers
- YouTube: https://www.youtube.com/@accountinginfluencers
Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.
Culture that Lures Accounting Talent: Richard Roberts is a seasoned professional specialising in employee engagement and cultivating positive workplace cultures. Drawing from his extensive 35-year career in HR, Richard takes us on a journey into the intricacies of building high-performing teams and fostering an environment where employees feel motivated and engaged. He emphasises the significance of trust, shared purpose, and a sense of belonging as the fundamental pillars that underpin a successful and thriving organisational culture.
Richard shares valuable insights and practical strategies, reflecting on his experiences at Virgin and a renewable energy startup, where he witnessed firsthand the transformative power of a well-crafted culture. As we explore the challenges presented by hybrid working and the changing dynamics of the modern workplace, Richard's expertise shines through, leaving us with a profound understanding of how to create workplaces that inspire and drive individual and business success.
Guest Bio
Richard Roberts, also known as Rich Roberts, is a highly experienced employee engagement and culture specialist passionate about creating highly motivated and productive teams within start-ups and larger organisations. Previously, he was the People Director at Pure Planet, a sustainable energy provider. Richard is currently engaged in a part-time Interim HRD role for Community Fibre and undertakes freelance assignments under his own brand, enRich. He is a sought-after speaker at UK and international conferences, where he shares his insights on employee engagement and culture, drawing from his diverse experiences at companies like Virgin Mobile and Pure Planet. Richard's expertise has earned him recognition as a Top 100 Global Employee Engagement Influencer and a finalist in the HR Excellence Awards 2021 for HR Director of the Year. His commitment to fostering positive work environments and nurturing successful teams has made him a respected HR and organisational development figure.
- https://www.enrich-hr.co.uk/
- https://www.linkedin.com/in/richardrobertsengagement/
Your Host
Host Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.
Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.
- LinkedIn: https://www.linkedin.com/in/therobbrown/
- Company: https://www.linkedin.com/company/accountinginfluencers
- YouTube: https://bit.ly/AI-youtube
- Twitter: https://twitter.com/accinfluencers
Get to know us better!
If you enjoy the show, please leave a review on your preferred platform.
- Website: https://accountinginfluencers.com/podcast
Social Media:
- LinkedIn: https://www.linkedin.com/company/accountinginfluencers
- YouTube: https://www.youtube.com/@accountinginfluencers
Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.
Talent Pipelines & Outdated Business Models in Accountancy: Jen Cryder discusses the challenges facing the accounting profession as it undergoes a transformative phase. With over 15 years of experience as a CPA, she delves into the changing landscape of the profession and the need to redefine its core elements based on trust and public protection. Jen sheds light on the impact of human capital challenges, evolving business models, and technological advancements on accounting firms. She emphasises the importance of sharing personal experiences to reshape the public perception of the profession and advocates for strategic investments in technology and talent to secure the profession's future.
Guest Bio
Jen Cryder is a trailblazing leader serving as the CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA). As a CPA with practical experience, she brings a valuable perspective to her role, adeptly solving problems and creating opportunities to benefit PICPA's members. Jen's leadership is characterised by transparency, integrity, and a diverse skill set that spans Finance, Accounting, M&A, Operations, Business Development, Change Management, Stakeholder Relations, and Nonprofit Organization Management.
With a keen understanding of the evolving landscape of technology and capital markets, Jen navigates as an agile and collaborative executive, addressing disruptions and prioritising the organisation's growth. She emphasises empowering diverse teams, ensuring all individuals have access to professional development opportunities to achieve their goals. Committed to member value, Jen fosters solid connections and engagement to tailor PICPA's programs, products, and services accordingly.
As the first female CEO in PICPA's 125-year history, Jen is dedicated to honouring the organization's legacy while strategically shaping the future of accounting and finance with an unwavering focus on member success.
Your Host
Host Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more.
Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.
- LinkedIn: https://www.linkedin.com/in/therobbrown/
- Company: https://www.linkedin.com/company/accountinginfluencers
- YouTube: https://bit.ly/AI-youtube
- Twitter: https://twitter.com/accinfluencers
Get to know us better!
If you enjoy the show, please leave a review on your preferred platform.
- Website: https://accountinginfluencers.com/podcast
Social Media:
- LinkedIn: https://www.linkedin.com/company/accountinginfluencers
- YouTube:
Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.
How Accounting Firms Should Use Recruitment Firms: Adrian O'Connor represents a global headhunting search recruitment and staffing firm for mid to senior accounting and finance positions and shares valuable insights for accountants looking to grow their firms. O'Connor discusses the changing landscape of the accounting profession, acknowledging both innovation and resistance to change due to new technologies and automation. He highlights the challenges public accounting firms face, including an image problem, difficulty in differentiation, and the desire of many candidates to move away from audit roles after qualification.
Aidan discusses the importance of employer branding for accounting firms to attract top talent, noting that more companies need to consider this critical aspect and explores the evolving recruitment ecosystem, the challenges faced by internal recruiters, and the debate between offshoring and on-shoring and critiques the traditional recruitment model, suggesting a more candidate-driven approach to recruiting.
Guest Bio
Adrian O'Connor is a highly experienced finance and accounting recruitment professional boasting over two decades of expertise. With a strong belief that recruitment can be transformed into a force for good, he has made it his mission to challenge and change the broken aspects of the industry. Adrian has diligently built teams of recruiters with specialised knowledge and focuses on providing exceptional consulting, valuable advice, and innovative solutions for clients and candidates.
Adrian offers a refreshing approach for disillusioned finance and accounting professionals seeking a more meaningful and personalised recruitment experience, ensuring each interaction is tailored to meet their unique needs and aspirations.
https://www.linkedin.com/in/aocglobalnetworks/
https://www.globalaccountingnetwork.net/
Your Host
Host Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more. Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.
LinkedIn: https://www.linkedin.com/in/therobbrown/
Company: https://www.linkedin.com/company/accountinginfluencers
YouTube: https://bit.ly/AI-youtube
Twitter: https://twitter.com/accinfluencers
If you enjoy the show, please leave a review on your preferred platform. Get to know us better!
Main show website: https://accountinginfluencers.com/podcast
LinkedIn for announcements and networking: https://www.linkedin.com/company/accountinginfluencers
YouTube for...
Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.
How Talented Accounting Leaders go from Good to Great: Terry Snyder is a seasoned expert in accounting firm growth. Terry emphasises the significance of cultivating a growth mindset in accounting and shares practical strategies for expanding your accounting firm. He delves into branding and provides tips on creating a solid brand, including defining your unique value proposition, identifying your ideal client, and creating a consistent visual and verbal identity.
Terry sheds light on the future of accounting and how firms can brace themselves for the technological changes ahead. He predicts that automation and AI will continue to play a significant role in the industry. He also highlights the importance of maintaining a personal touch and building strong client relationships.
Guest Bio
Terry Snyder, a growth, strategy, and culture consultant, formerly served as the Head of Allinial Global, one of the largest accounting alliances in the world. He advises BOKS International, large accounting firms, and software vendors on their growth strategies. He started his career in 1970 – interning with (Deloitte) Haskins & Sells before joining Arthur Andersen. In 2006, he stepped out of the profession and became the president of a bank for 2 years before joining Allinial Global as the CEO and President. He spent 12 years with AG, overseeing growth from $600 million (NA-focused) to over $4.3 billion (globally focused). Now retired, Terry lives in Charlotte, North Carolina and consults with BOKS International on growth and strategy as well as individual firms.
Your Host
Host Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more. Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.
LinkedIn: https://www.linkedin.com/in/therobbrown/
Company: https://www.linkedin.com/company/accountinginfluencers
YouTube: https://bit.ly/AI-youtube
Twitter: https://twitter.com/accinfluencers
Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.
High-Performing Hybrid Work Cultures in Accounting: Luke Fisher discusses the shift in power from employers to employees and its impact on talent competition. He highlights the importance of organisational culture and employee experience as key differentiators. Luke emphasises the challenge of transforming middle managers into culture champions and the significance of leadership capability. He also discusses the role of the brand in attracting and retaining talent, focusing on intrinsic motivators and creating a great workplace. This episode provides valuable insights for accountants looking to grow their firms by understanding the changing dynamics of talent competition and the importance of culture and employee experience.
Guest Bio
Luke Fisher is the CEO of Mo, an innovative employee engagement platform designed to enhance collaboration, boost morale, reduce employee turnover, and drive organisational change. With Mo's cutting-edge platform, leaders can cultivate a vibrant team culture by fostering positive habits, encouraging celebrating achievements, recognising outstanding performance, and promoting colleague appreciation. Mo provides a comprehensive toolkit for connecting and motivating employees in the evolving work landscape, whether for any team or specifically for distributed teams. With backing from venture capital, Mo is utilised in 45 countries and supports 12 languages, proudly assisting renowned global brands in creating meaningful employee engagement and enabling them to achieve more collectively.
Mo Twitter: https://www.twitter.com/moworkhq
Mo LinkedIn: https://www.linkedin.com/company/moworkhq/
Luke LinkedIn: https://www.linkedin.com/in/lsfisher/
Website: https://mo.work/
Your Host
Host Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more. Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.
LinkedIn: https://www.linkedin.com/in/therobbrown/
Company: https://www.linkedin.com/company/accountinginfluencers
YouTube: https://bit.ly/AI-youtube
Twitter: https://twitter.com/accinfluencers
Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.
In this episode of the Accounting Influencers Podcast, guest Justin Grant discusses the image problem in the accounting profession, citing a decline in accounting degree enrollment and a shortage of skilled professionals. He suggests that leaders should prioritize creating a better work environment. Justin also emphasizes the importance of high-quality podcast production to attract and retain listeners. He shares his personal journey transitioning from law to podcasting and highlights the need for professionals to focus on their expertise while seeking support in podcast production. The episode concludes with a discussion on the need for inclusivity and support for mental health in the accounting profession.
Guest Bio
Justin Grant is a seasoned professional in the field of financial services with a career that began in 1997. Initially starting in the banking and fund management sector, Justin later qualified as a financial adviser in 2001 with a national firm. Joining Kudos IFS in 2005, which later became part of Mattioli Woods, Justin specializes in holistic wealth management and wealth preservation strategies, offering tailored advice in areas such as pension planning, investments, and inheritance tax planning. With a focus on helping clients achieve their desired outcomes for their families and businesses, Justin is dedicated to providing exceptional service.
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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!
Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast
For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
https://www.instagram.com/accinfluencers
https://twitter.com/accinfluencers
https://www.facebook.com/accountinginfluencers
Thanks to our sponsors:
Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.
Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.
https://www.accountex.co.uk/london/
Mentioned in this episode:
YouTube CTA
Through expert interviews and high-level panels, Talent in Accounting explores talent, culture, recruitment, leadership, mental well-being, and more with expert interviews and high-level discussions.
Mental Wellbeing Tips for Today's Busy Accountants: Justin Grant discusses the image problem in the accounting profession, citing a decline in accounting degree enrollment and a shortage of skilled professionals. He suggests that leaders should prioritise creating a better work environment. Justin also emphasises the importance of high-quality podcast production to attract and retain listeners. He shares his journey transitioning from law to podcasting and highlights the need for professionals to focus on their expertise while seeking support in podcast production. The episode concludes with a discussion on the market for inclusivity and support for mental health in the accounting profession.
Guest Bio
Justin Grant is a seasoned professional in financial services with a career that began in 1997. Initially starting in the banking and fund management sector, Justin later qualified as a financial adviser in 2001 with a national firm.
Joining Kudos IFS in 2005, which later became part of Mattioli Woods, Justin specialises in holistic wealth management and preservation strategies, offering tailored advice in pension planning, investments, and inheritance tax planning. With a focus on helping clients achieve their desired outcomes for their families and businesses, Justin is dedicated to providing exceptional service.
www.professionalproductions.net
https://www.linkedin.com/in/justin-grant-az-sco/
Your Host
Host Rob Brown is a renowned presenter, facilitator, and chair for high-level conferences and events in the accounting and fintech profession worldwide. He's an expert on trust, reputation, talent, career development, and more. Author of Build Your Reputation and a TEDx speaker with over 300,000 YouTube views: stroke survivor, a committed Christian, and a black belt in kickboxing. Based in Nottingham, UK, he enjoys chess, backgammon, and orange chocolate but is allergic to grapefruit.
LinkedIn: https://www.linkedin.com/in/therobbrown/
Company: https://www.linkedin.com/company/accountinginfluencers
YouTube: https://bit.ly/AI-youtube
Twitter: https://twitter.com/accinfluencers
Mentioned in this episode:
About Talent in Accounting
Welcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more.
With over a thousand listeners, we appreciate your support and encourage you to share the show. If you know potential guests with valuable insights on talent, please contact me on LinkedIn.
We're also seeking sponsors interested in talent and the accounting finance space. This is an excellent opportunity to showcase your brand and share key messages.
Subscribe to our main show, Accounting Influencers, for brilliant interviews with top leaders and influencers in accounting and FinTech. Join our community for virtual speed networking sessions every two months, connecting accounting, finance, and tech professionals worldwide. Please register for our next event at accountinginfluencers.com. Stay competitive, relevant, and informed about all things talent in Accounting with us!
It's the "Influencers in Accounting" show, usually going out every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.
In today's episode 30, "What Healthcare Can Teach Accountants with Ron Baker"
You can also watch this on youtube here: [link from spreadsheet]
Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally. He is a radio talk-show host for The Soul of Enterpriseand has authored seven best-selling books, including: The Firm of the Future; Pricing on Purpose; Measure What Matters to Customers; and Implementing Value Pricing.
His forthcoming book, co-authored with Paul Dunn, Time’s Up! The Subscription Business Model for Professional Firms, is now available. Ron has toured the world, spreading his value-pricing message to over 275,000 professionals. He has been named on Accounting Today’s 2001-2007, and 2011-2021 Top 100 and Top 10 Most Influential People in the profession; and inducted into the CPA Practice Advisor Hall of Fame in 2018. He is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.
Key takeaways from this episode include:
➳ the need for accountants to restore their relevancy in the business world by 'plussing' the value they offer clients
➳ check out part one of this interview "What Disney Can Teach Accountants with Ron Baker" https://bit.ly/3QBpHpo and 'guiding transformations'
➳ the problem with accountants and CPAs having too many clients when relationships don't actually scale for growth
➳ how only 'uncommon services' can command 'uncommon prices' for accounting firms
➳ what concierge doctors have changed the game in providing healthcare by servicing a smaller number of clients better
➳ why being called an accounting 'industry' is harming accountancy instead of being a profession that is transforming
➳ posing the revenue question 'what exactly are you asking your customers to pay for?'
➳ the accountants can learn from guitar giants Fender on moving to a subscription business model
➳ the subtle change in positioning that makes people want to subscribe to eyeglasses and eye tests
... and much much more from Ron Baker.
www.verasage.com and www.thesoulofenterprise.com
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For access to all episodes: https://accountinginfluencers.com/podcast
For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
It's the "Influencers in Accounting" show, usually going out every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.
In today's episode 29, "What Disney Can Teach Accountants with Ron Baker"
You can also watch this on youtube here: https://youtu.be/vilAs5KKUT8
Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally. He is a radio talk-show host for The Soul of Enterpriseand has authored seven best-selling books, including: The Firm of the Future; Pricing on Purpose; Measure What Matters to Customers; and Implementing Value Pricing.
His forthcoming book, co-authored with Paul Dunn, Time’s Up! The Subscription Business Model for Professional Firms, is now available. Ron has toured the world, spreading his value-pricing message to over 275,000 professionals. He has been named on Accounting Today’s 2001-2007, and 2011-2021 Top 100 and Top 10 Most Influential People in the profession; and inducted into the CPA Practice Advisor Hall of Fame in 2018. He is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.
Key takeaways from this episode include:
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www.verasage.com and www.thesoulofenterprise.com
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For access to all episodes: https://accountinginfluencers.com/podcast
For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
It's the "Influencers in Accounting" show, usually going out every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. However, in Jan 2023 we are phasing out this show and putting out this content on our sister Success in Accounting Show which hopefully you're already subscribed to.
In today's episode 28, "The Full Impact of Chat GPT and AI in Accounting"
Here is the transcript for this show, generated by Chat GPT with some smart AI prompting questions:
Hello, and welcome to the podcast. In this episode, we will
be discussing the impact of Chat GPT, or Generative Pre-training Transformer,
on the world of accountants and CPAs.
First, let's define Chat GPT. It's a machine learning model
developed by OpenAI that is able to generate human-like text and can be used to
assist accountants and CPAs in a variety of tasks.
But how did Chat GPT come about, and why is it making waves
in so many industries?
Chat GPT was developed by OpenAI, a leading artificial
intelligence research lab, as a way to improve natural language processing. It
builds upon the concept of pre-training, which involves training a model on a
large dataset to recognize patterns and relationships in language. By
pre-training a model on a massive amount of text data, it can then be
fine-tuned for specific tasks, such as translation or language generation.
The development of Chat GPT marked a significant step
forward in the field of natural language processing and has led to its
widespread adoption in a variety of industries.
Now, let's dive into how Chat GPT can help accountants and
CPAs.
One way it can assist is by generating reports and
documents. Imagine having to create a financial report for a client. This can
be a time-consuming and tedious task, but with Chat GPT, you can simply input
the necessary data and let the model do the rest. It will generate a
professional, accurate report in a fraction of the time it would take a human.
Another way Chat GPT can be useful is by providing data
analysis. It can be trained to analyze financial data and provide insights and
recommendations based on that analysis. This can be especially helpful for
accountants and CPAs who are looking to make informed decisions for their
clients.
Chat GPT can also be used to automate routine tasks, such as
data entry and reconciliation. This can free up time for accountants and CPAs
to focus on more complex tasks, improving efficiency and productivity.
Finally, Chat GPT can even be used to provide customer
service. It can handle basic customer inquiries and provide information to
clients, allowing accountants and CPAs to focus on more complex tasks.
So, as you can see, Chat GPT has the potential to
significantly streamline processes and improve efficiency for accountants and
CPAs. But what about the potential drawbacks?
Some disadvantages of using Chat GPT include the initial
setup and training, which can be time-consuming and costly. Additionally, Chat
GPT is still limited in its capabilities and may not be able to handle more
complex tasks. Finally, using Chat GPT may create a reliance on technology, and
if there are issues with the system, it could disrupt work and cause delays.
Now, let's take a look at some statistics to give you an
idea of the potential impact Chat GPT could have on your practice and your
clients:
According to a recent survey, over 70% of accountants and
CPAs believe that machine learning will significantly change the way they do
business in the next 5 years.
Another study found that the use of artificial intelligence
in accounting could save up to 400 million hours of manual data entry per year.
One company that implemented Chat GPT saw a 25% increase in
productivity and a 10% reduction in errors.
These statistics show that Chat GPT has the potential to
significantly impact the world of accountants and CPAs, streamlining processes
and improving efficiency.
But it's not just the accounting industry that is being
impacted by Chat GPT. In the healthcare field, Chat GPT has been used to
analyze electronic medical records and provide recommendations for treatment.
In the legal industry, it has been used to generate contracts and legal
documents. And in the customer service industry, Chat GPT has been used to
handle basic customer inquiries and provide information.
You should already be seeing that Chat GPT has the potential
to significantly streamline processes and improve efficiency for accountants
and CPAs. However, it's natural for professionals to have concerns about the
potential impact of new technology on their jobs.
One fear that many accountants and CPAs may have is the
possibility of Chat GPT replacing them and making them less relevant as
professionals. However, it's important to keep in mind that Chat GPT is
designed to assist and augment the work of accountants and CPAs, not replace
them.
While Chat GPT can automate routine tasks and provide data
analysis, it is still limited in its capabilities and cannot fully replace the
expertise and judgement of a trained professional. Accountants and CPAs bring
valuable knowledge and skills to the table that cannot be replaced by a
machine.
In fact, the use of Chat GPT can actually help accountants
and CPAs demonstrate their value to clients by providing faster turnaround
times, improved accuracy, and valuable insights and recommendations.
Another way that Chat GPT can impact the world of
accountants and CPAs is through its ability to help firms attract and retain
top talent. With the increasing adoption of artificial intelligence in the
accounting industry, firms that are able to effectively utilize Chat GPT and
other AI tools will be more attractive to job seekers who are looking for
opportunities to work with the latest technology.
Furthermore, Chat GPT can help firms remain competitive in a
rapidly evolving industry. By streamlining processes and improving efficiency,
firms that use Chat GPT can offer better value to their clients, which can help
them stand out in a crowded market.
Finally, Chat GPT can be particularly beneficial for
engaging the younger generation of employees, who are often referred to as
"technology natives." These employees are accustomed to using
technology in their personal and professional lives and may be more open to the
adoption of Chat GPT and other AI tools in the workplace. By embracing these
technologies, firms can appeal to this younger generation and potentially
retain top talent.
In addition to attracting and retaining top talent, the
adoption of Chat GPT and other AI tools can also make accounting firms more
profitable and attractive to potential buyers, such as private equity or
venture capital firms. By streamlining processes and improving efficiency,
firms that use these technologies can reduce costs and increase profitability,
making them more attractive to potential investors.
Furthermore, the use of Chat GPT and other AI tools can also
position firms for success in the M&A market. By demonstrating their
commitment to innovation and the use of advanced technologies, firms can
attract the interest of potential buyers and position themselves for success in
a potential merger or acquisition.
Alternatively, the adoption of Chat GPT and other AI tools
can also help firms strengthen their brand and maintain their independence. By
positioning themselves as leaders in the industry and demonstrating their
commitment to innovation, firms can resist being bought and maintain their
independence.
Let's consider for a moment how Chat GPT will impact the
fintech industry and the software companies that serve the accounting industry.
As accountants and CPAs become more reliant on technology and AI tools, they
may be more likely to turn to software providers that offer products that
incorporate Chat GPT and other advanced technologies.
We are already seeing the development of new financial
software and tools that utilize the technology. As Chat GPT becomes more widely
adopted in the accounting industry, it's likely that we will see a
proliferation of fintech companies offering products that incorporate the
technology.
These products may include financial analysis software,
automated tax preparation tools, and even chatbots that can handle basic
customer inquiries. The use of Chat GPT in these products can improve
efficiency and streamline processes for accountants and CPAs, making their jobs
easier and more efficient.
This shift towards the adoption of Chat GPT and other AI
tools may also lead to changes in the pricing and business models of these
software companies. As the demand for advanced technology increases, companies
may need to adapt their pricing structures to meet the needs of their customers.
Overall, the impact of Chat GPT on the fintech industry and
software companies that serve the accounting industry is likely to be
significant. As the technology becomes more widely adopted, we can expect to
see a proliferation of new products and changes in business models as companies
seek to meet the demand for advanced technology.
In conclusion, Chat GPT and other AI tools have the
potential to significantly impact the world of accountants and CPAs by
streamlining processes, improving efficiency, and attracting and retaining top
talent. While there may be some initial concerns about the impact of these
technologies, it's important to remember that they are designed to assist and
augment the work of trained professionals, not replace them.
In the rapidly evolving world of accounting, it's crucial to
stay up-to-date with new technologies and be aware of the potential impact on
your job. But it's also essential to remember the value that you bring as a
trained professional.
We hope this discussion of Chat GPT and its potential impact
on the world of accountants and CPAs has been informative and enlightening.
Thank you for tuning in to the podcast.
Be sure to subscribe to the Success in Accounting podcast
going out every Monday - this will soon revert back to its old name Accounting
Influencers Podcast.
Main show website. For access to every single show with full
shownotes: https://accountinginfluencers.com/podcast
For announcements of published shows, tagging guest so you
can build your network and offer feedback on the show:
https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video
content: https://bit.ly/AI-youtube
https://www.instagram.com/accinfluencers
https://twitter.com/accinfluencers
https://www.facebook.com/accountinginfluencer
Main show website. For access to every single show with full
shownotes: https://accountinginfluencers.com/podcast
For announcements of published shows, tagging guest so you
can build your network and offer feedback on the show:
https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video
content: https://bit.ly/AI-youtube
https://www.instagram.com/accinfluencers
https://twitter.com/accinfluencers
https://www.facebook.com/accountinginfluencers
In today's episode 27, "Private Equity & VC Money in Accounting: Isaac Heller."
You can also watch this on youtube here: https://youtu.be/KUPfSnzIxyk
Isaac Heller is the Co-founder and CEO of Trullion, an AI-powered SaaS platform that automates financial workflows for CFOs, accountants, and auditors. Trullion unifies the unstructured and structured worlds of accounting by reading PDFs and Excel documents and translating them into financial workflows, such as Lease Accounting and Revenue Recognition.
Isaac has an extensive background in finance & software, including a 2014 IPO with Sabre Holdings. His experience with accounting regulatory changes has helped drive successful partnerships with financial leaders, from CFOs to modern accounting firms.
Key areas covered in this episode include:
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Why are venture capitalists investing in accounting software currently?
-
Is the recession sparking investors to re-evaluate where they put their funding? Why accounting and fintech?
-
How does fintech help companies flourish during challenging times?
-
Are investors looking to invest in companies that provide data that drives better business decisions more so than previously? Why?
-
Do you have examples of recent VCs investing in accounting and fintech or data to prove the increase?
-
How do you see the future of the accounting and fintech market?
-
Who are your investors? And why did they invest in you?
-
What are investors specifically looking for in a fintech company before they decide to make an investment?
Originally hailing from Texas, Isaac holds a BA from the University of Texas @ Austin and an MBA from the University of Texas @ Dallas. He lives between New York and Israel and enjoys spending time with his wife and children.
https://www.linkedin.com/in/isaacheller/
https://twitter.com/isaacis
https://trullion.com/
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A reminder of 5 great shows in the Accounting Influencers Podcast Network:
❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.
❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.
❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.
❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.
❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.
All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!
Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast
For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
https://www.instagram.com/accinfluencers
https://twitter.com/accinfluencers
https://www.facebook.com/accountinginfluencer
As part of this Influencers in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.
We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.
Your commentators and thought leaders in this bonus series include:
Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/
Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/
Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/
Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/
Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/
Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/
Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/
Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/
We cover the following areas in these bonus episodes:
A. 2022 in review
-
How would you sum up the year for accounting? Any surprises, findings, outcomes?
-
What kind of shape is the accounting profession in as we emerge from the pandemic?
-
If you were a teacher giving accountants a school report, how would you grade them?
-
What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?
-
What lessons have we learned about what has succeeded and failed in the last 3 years?
B. 2023 in preview
-
What will be the main challenges for accountants and firms in the coming year?
-
Where will accounting firms find their biggest opportunities in the coming year?
-
What will separate the good accounting firms from the great ones in 2023?
-
What will happen to the complacent accounting firms who won't/can't change?
-
What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?
As part of this Influencers in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.
We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.
Your commentators and thought leaders in this bonus series include:
Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/
Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/
Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/
Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/
Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/
Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/
Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/
Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/
We cover the following areas in these bonus episodes:
A. 2022 in review
-
How would you sum up the year for accounting? Any surprises, findings, outcomes?
-
What kind of shape is the accounting profession in as we emerge from the pandemic?
-
If you were a teacher giving accountants a school report, how would you grade them?
-
What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?
-
What lessons have we learned about what has succeeded and failed in the last 3 years?
B. 2023 in preview
-
What will be the main challenges for accountants and firms in the coming year?
-
Where will accounting firms find their biggest opportunities in the coming year?
-
What will separate the good accounting firms from the great ones in 2023?
-
What will happen to the complacent accounting firms who won't/can't change?
-
What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?
It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.
In today's episode 26, "Diverse Revenue Streams for Accountants: Kate Johnson."
You can also watch this on youtube here: [link from spreadsheet]
Kate Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small business clients all over the United States. She can also be found helping other accounting professionals build a virtual accounting career they love inside her Bookkeeping Side Hustle Community. She holds an MBA from the Yale School of Management and a BA in Economics from Baylor University. In 2020, she was recognized as a Top 50 Women In Accounting. She worked in corporate finance before opting to become a stay-at-home-mom for several years after her first child was born.
Key takeaways from this episode include:
❊ the different accounting influencers, including qualified accountants and bookkeepers who want to serve their peers
❊ how thinking entrepreneurially helps accountants and bookkeepers to truly understand their business clients
❊ examples of alternative revenue streams available to CPAs, accountants and bookkeepers
❊ strategies for CPAs, accountants and bookkeepers to choose viable side hustles and new revenue streams
❊ the importance of building assets, networks, communities and advocates in a professional role like accounting
❊ first steps for CPAs, accountants and bookkeepers in building a community, a fan base or a dedicated tribe of followers
Kate is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person. Big time. She gets more done before 7:00 am (when her kids are allowed out of their room) than some people get done all day long.
https://www.linkedin.com/in/kate-josephine-mcgill-johnson
https://www.youtube.com/c/BookkeepingSideHustle
https://twitter.com/BookkeepingSide
https://www.instagram.com/bookkeepingside
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A reminder of 5 great shows in the Accounting Influencers Podcast Network:
❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.
❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.
❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.
❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.
❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.
All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!
Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast
For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
https://www.instagram.com/accinfluencers
https://twitter.com/accinfluencers
https://www.facebook.com/accountinginfluencer
In today's episode 25, "Bryan Williams 1."
You can also watch this on youtube here: How Commercial Partnerships Help Accounting Firms
Bryan Williams is the founder of Hockey Stick Advisory. Hockey Stick Advisory exists to help tech businesses to grow & scale through building curated partnership ecosystems, so that they can reach their full potential, faster. Bryan’s role as founder is to help the next generation of aspiring tech companies build their partnership ecosystem muscle, established after Bryan led Xero's ecosystem team across AU/NZ for 5 years.
Brian has worked with hundreds of CEOs in SaaS and knows what great looks like. Here he talks about building partnerships and platforms in accounting and bookkeeping businesses. Areas/questions covered in this episode:
➼ how can accountants decide between offering their product/services traditionally vs partnering?
➼ how have partnerships evolved in professional firms?
➼ what are the benefits for accounting and bookkeeping firms of partnering?
➼ how has the approach to partnering gone wrong for accounting professionals in the past?
➼ how do you define a partnership ecosystem in the context of accounting practices?
➼ what are some examples of how great partnerships work in professional services?
➼ How can accountants, CPAs and bookkeepers harness partnerships to offer more value to their clients?
➼ how can accountancy professionals prioritise which strategic partners to work with?
➼ what pitfalls should accountants and CPAs avoid when adopting a partnering approach?
➼ what are the secrets of becoming a strategic partner of choice?
➼ share any templates, examples and practical tips of best practice for accountants in the area of partnering.
Outside of work, Bryan is very occupied chasing around his 3 kids under 4, (including twins) whilst refusing to give up on being a wkd warrior at various endurance events. He lives in Melbourne, Australia. Contact him here:
https://www.linkedin.com/in/bryanwilliamsaus/
https://twitter.com/BryanWi11iams
https://hockeystickadvisory.com/
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A reminder of 5 great shows in the Accounting Influencers Podcast Network:
❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.
❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.
❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.
❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.
❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.
All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!
Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast
For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
https://www.instagram.com/accinfluencers
https://twitter.com/accinfluencers
https://www.facebook.com/accountinginfluencers
It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.
In today's episode 24, "Unconscious Bias in Accountancy: Khyati Sundaram."
You can also watch this on youtube here: https://youtu.be/RN9KsxStpCY
Khyati Sundaram is the CEO of Applied: a behavioural science-backed tool for fair and de-biased hiring. Applied helps companies remove bias from hiring processes by removing gendered words from job adverts, anonymising applications, holding structured interviews and hiring based on skills (rather than proxies on CVs).
In this episode, we ask and answer the following questions:
- Why doesn't unconscious bias training make for inclusive cultures?
- What exactly is unconscious bias in hiring?
- How does unconscious bias come into recruitment, and what is the impact?
- What is unconscious bias training and how does it work?
- Why are so many accounting firms introducing it?
- What are the benefits and drawbacks of de-biased hiring?
- What’s a more effective way of tackling unconscious bias in recruitment, and in company cultures more widely?
- What next steps can firms easily take to make hiring processes fairer?
You can also watch the youtube video of this interview here: https://youtu.be/RTDuTy1rH9Q
Check out these great extra resources on this topic from Khyati and BeApplied
https://www.beapplied.com/post/does-unconscious-bias-training-work-infographic
https://www.beapplied.com/unconscious-bias
In her former life, Khyati’s pursuits range from co-founding and leading an AI company looking at sustainable supply chains, to investment banking with JP Morgan and RBS. She has a breadth of experience in data science, product development, and fundraising. She also holds an MSc in Economics from the London School of Economics and an MBA from the London School of Business / Wharton School.
In her spare time, Khyati likes playing badminton and is an avid weightlifter.
Contact her here:
https://www.linkedin.com/in/khyatisundaram/
https://www.beapplied.com/
https://twitter.com/beapplied
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A reminder of 5 great shows in the Accounting Influencers Podcast Network:
❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.
❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.
❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.
❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.
❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.
All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!
Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast
For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
https://www.instagram.com/accinfluencers
https://twitter.com/accinfluencers
https://www.facebook.com/accountinginfluencer
It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.
In today's episode 23, "The Fun CPA & Personality in Accounting: Yuri Kapilovich."
You can also watch this on youtube here: https://youtu.be/Az4b4L2U9V0
Yuri Kapilovich is the owner of Kapilovich & Associates, a New Jersey based CPA firm specializing in providing high-value and personality along with the basic accounting and tax services. He is passionate about disrupting the stereotypical view of the accountant and making accounting a fun and attractive profession.
Key takeaways from this episode include:
⫸ the journey from Big 4 accounting firm EY via 7 others to starting your own practice on your terms
⫸ the destructive nature of working practices and the pressure of billable hours that suck the fun out of accounting
⫸ considerations an accountant must face in leaving a secure job in practice to start their own firm
⫸ the dark times and high times of 'jumping ship from employed accountant to self-employed accounting firm owner
⫸ the groundwork required ahead of any job or career change to build connections and career capital
⫸ the importance of character and competence to build trust and reputation in a career like accounting
Yuri went through two immigrations (from Belarus to Israel and Israel to the US) and then moved around the US. All these moves have taught Yuri to appreciate different cultures, languages, and ignited his passion of meeting and chatting with people of all walks of life.
Outside of accounting, Yuri loves boating, biking, the outdoors and also loves a good party with friends. Viewing life through the eyes of his 3.5 year old son is one of Yuri’s other favorite pass times.
LinkedIn: https://www.linkedin.com/in/ykapilovich
Website: https://www.thefuncpa.co
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A reminder of 5 great shows in the Accounting Influencers Podcast Network:
❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.
❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.
❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.
❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.
❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.
All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!
Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast
For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers
For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube
https://www.instagram.com/accinfluencers
https://twitter.com/accinfluencers
https://www.facebook.com/accountinginfluencer
It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.
In today's episode 22, "What Really Is ESG for Accountants? Donny Shimamoto."
You can also watch this on youtube here: https://youtu.be/LhUrnB4a0wc
Donny C. Shimamoto, CPA.CITP, CGMA
Donny is the founder of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm accelerating innovation and organizational development for small and mid-market businesses and nonprofits. He is recognized as a global thought leader and educator in the fields of accounting innovation, IT risk management, and performance management.
Key questions addressed in this episode :
☛ what exactly is ESG and is it just a new hyped concept?
☛ why is it important for accountants to become familiar with ESG?
☛ what is different about ESG and what is known as Integrated Reporting?
☛ of the many facets of ESG, which are most important for accountants?
☛ What constitutes good governance for accountants, particularly in the areas of innovation, cybersecurity and ethics?
☛ why is ESG being driven by the accounting profession?
Donny co-chair of the National Conference of Lawyers and CPAs, past chairman of the AICPA’s Information Management and Technology Assurance Executive Committee, and former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. He is also a past member of the IFAC Technology Advisory Group. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2022, Top 100 Most Influential People in Accounting (2013/2014/2017-2021) by Accounting Today, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, was named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was also a Hawaii Top High Tech Leader in 2004.
Facebook/Instagram/LinkedIn/Twitter: @donnyitk
https://improvetheworld.net
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A reminder of 5 great shows in the Accounting Influencers Podcast Network:
❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.
❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.
❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.
❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.
❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.
All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!
Main show website. For access to every single show with full shownotes:
It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.
In today's episode 21, "Artificial Intelligence in Accounting: Isaac Heller."
You can also watch this on youtube here: https://youtu.be/H_ySD0R9v2M
Isaac Heller is the Co-founder and CEO of Trullion, an AI-powered SaaS platform that automates financial workflows for CFOs, accountants, and auditors. Trullion unifies the unstructured and structured worlds of accounting by reading PDFs and Excel documents and translating them into financial workflows, such as Lease Accounting and Revenue Recognition.
Isaac has an extensive background in finance & software, including a 2014 IPO with Sabre Holdings. His experience with accounting regulatory changes has helped drive successful partnerships with financial leaders, from CFOs to modern accounting firms.
Key areas covered in this episode include:
-
How can AI be used in the accounting industry?
-
What are some of the practical applications of AI?
-
How does AI change the role that accountants play in their jobs?
-
Will AI make the accounting process more accurate? How?
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What is the potential downside of using AI?
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Who benefits from AI taking over some of the manual processes?
-
Will AI provide accountability to the accounting industry? How so?
-
Will AI be a technology that helps restore ethics in the accounting industry?
Originally hailing from Texas, Isaac holds a BA from the University of Texas @ Austin and an MBA from the University of Texas @ Dallas. He lives between New York and Israel and enjoys spending time with his wife and children.
https://www.linkedin.com/in/isaacheller/
https://twitter.com/isaacis
https://trullion.com/
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A reminder of 5 great shows in the Accounting Influencers Podcast Network:
❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.
❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.
❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.
❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.
❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.
All on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!
Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast
For announcements of published shows, tagging guest so you can build your network and offer feedback on the show:
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.
Episode 20. In today's interview, "How Accountants Handle Change: Barbara Weltman."
Barbara Weltman is the founder of Big Ideas for Small Business, Inc., which publishes Idea of the Day® and the e-newsletter Big Ideas for Small Business®. Based in Vero Beach, Florida, she is an attorney, a trusted professional advocate for small businesses and entrepreneurs, and a prolific author of important books such as J.K. Lasser’s Small Business Taxes, J.K. Lasser’s Guide to Self-Employment, Home Business Magazine’s Home-Based Business Start-Up Guide, Smooth Failing, and 500+ Big Ideas for Small Business. She is also a guest blogger for several sites and creates continuing education programs for accountants and attorneys.
Key questions we ask Barbara about how accountants can better handle change:
- What are some of the big changes you see clients facing now?
(inflation, supply chain disruptions, remote workforce, world events, continuing pandemic issues)
- How can accountants help their own clients handle change?
(how can they strategize with business owners and help them 'run the numbers'” for proposed actions?)
- Specifically, how can accountants help clients with their inventory issues?
(how to account for inventory, reordering, disposing of unsold inventory)
- What changes are accountants experiencing themselves in their practices?
(greater demand for their services, continuing complexity of tax/accounting rules they have to master, how to handle their own rising costs of doing business)
- How can accountants stay up-to-date with changes in their profession?
(continuing education, following influencers, staying involved with accounting groups and communities)
Listeners can also check out this interview in video format: https://youtu.be/zZfzY20IAUg
When not working?
"Each morning year round I walk 5 miles along the historic Jungle Trail on the Indian River Lagoon ("An early morning walk is a blessing for the whole day." Henry David Thoreau) and head up a book club in my neighborhood."
https://twitter.com/BigIdeas4SB
https://www.facebook.com/BigIdeasForSmallBusiness
https://www.linkedin.com/in/bweltman/
https://www.instagram.com/bigideasforsmallbusiness777/
YouTube: https://www.youtube.com/user/BarbaraWeltman
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A reminder of 5 great shows in the Accounting Influencers Broadcast Network:
❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs.
❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.
❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.
❹ Best Practice...
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.
Episode 19. In today's interview, "How Accounting Firms Can Stand Out: Harvee Pene."
Harvee Pene is the Founder of Life Changing Accountants, 2x TEDx Speaker & 10x Best Selling Author. He is on a mission to give 1 billion Days of access to food, water, health and sanitation to families in need by 2030, by helping accountants and their clients to TIP 1% of their Time, Income or Profits to help end poverty. Harvee was recognised as ‘One of Ten Outstanding Persons in Australia’ and ‘Australian of the Year (nominee)’ when the TIP 1% giving initiative reached 27+ Million Days of life changing help given to families in need across 16 countries.
You can also watch this interview on YouTube here: https://youtu.be/4wdxpHcyeh4
Key takeaways from this episode include:
➼ the 'tiredness' in the accounting profession post covid and how accountants can get back to their best
➼ a stroke survivor and cancer survivor share stories of 'brushes with death' and questions you ask yourself as a result
➼ bringing meaning and purpose into the accountant conversation to go beyond just a job into legacy and making a difference
➼ the role of 'impact statements' to give accountants a tangible measure of the difference they make to their clients
➼ what happens to an accounting firms value proposition when accountants articulate the results they create for clients
➼ where confidence in pricing comes from for accounting professionals
➼ how many accountants miss out on leveraging the many success stories they help their clients create
➼ what the clients of accountants and CPAs are really buying, even if they can't put it into words
➼ why people buy certainty, which means accountants need to be more persuasive and better communicators of their value
➼ how an accounting practice can really stand out from competitors in a noisy world
➼ the relationship between perceived authority and the ease with which accountants can differentiate
➼ why authors command authority and how accountants can leverage their expertise in written format to build credibility
➼ the value accountants sit on with their years of expertise and experience, and why much of it is wasted
➼ how accountants can overcome the negative mindset that they don't have anything to write, talk about or be seen as an expert on
➼ top tips for accountants who want to stand out for what they do in a competitive marketplace
Out of work hours, Harvee loves traveling, gardening & cooking. Being vegetarian, cooking is his happy place, as is enjoying a good gin! Now being a dad to two girls Havana and Mali & currently studying medicine, he doesn't get to travel as much as he'd like to, so makes the most of exploring with the family all the local gems and beaches, being located on the Gold Coast, Queensland in Australia.
https://www.linkedin.com/in/harvee-pene-9a306626/
https://lifechanging.accountants/
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A reminder of 5 great shows in the Accounting Influencers Broadcast Network:
❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best
This is a special bonus episode to discuss the Survey to Explore the Growth Outlook for CPA Firms in 2023. Hear Rob Brown interview Sarah Johnson Dobek, president and founder of Inovautus, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.
To take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.
In this bonus show, we discuss:
⫸ why it's both exciting and tough to be in an accounting practice right now
⫸ why growth is not very strategic for accounting firms as many grow in the wrong way with the wrong kind of work
⫸ the origins of the Growth Outlook Survey for accountancy practices to see how they were responding the pandemic
⫸ comments on the massive investment into technology for accounting firms, for good and for bad
⫸ how the survey informs strategy for pricing, sales, growth, marketing, client experience, tech stacks, recruitment and what is really working for accounting firms
⫸ what makes growth more about mindset and strategy than numbers, lead gen and revenue for accountants
⫸ comparing this survey to other benchmarking studies in the accounting and fintech space
⫸ shout out to Nicole Sterling and the excellent AAM (Association of Accounting Marketing) at https://accountingmarketing.org
⫸ what none of the accounting and fintech surveys are touching, and why the 2023 Growth Outlook for CPA Firms Survey is different
⫸ how best practice is hard to define in today's challenging world for accountants and CPAs
⫸ how diversity, equity, inclusion, justice and accessibility are affecting accountancy practices in the area of growth
⫸ why accounting firms become extinct and the changing landscape of the working population
⫸ the challenges involved in research that is representative of a very diverse accounting profession and different firm sizes
⫸ how marketing professionals in accounting firms are becoming increasingly strategic in supporting firm growth
⫸ the key challenges that accounting practices face in differentiating themselves to drive growth and recruitment
⫸ key questions accountancy firm leaders should be asking themselves in considering the different ways to grow
⫸ what accountancy practices get wrong when it comes to building brand awareness and driving growth
⫸ why there is much less room for error in getting the right growth strategies for accounting firms, and why some may not make it
⫸ to take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.
⫸ why accounting professionals should take this survey and stay informed rather than just hoping you're doing the right thing
You can also watch a video of this episode on Youtube here: https://youtu.be/AFZY1krsFwA
Sarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah’s ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve.
When she's not in the office, you can find Sarah skiing, camping, golfing, hiking or just enjoying her backyard with her husband, dog and 2 children.
https://www.linkedin.com/in/sjjohnson
Twitter: sarah_johnson28
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Make sure you're subscribed to all 5 great shows in the Accounting Influencers Podcast Network:
❶ Success in
It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 18, "Accounting Firm Differentiation Tips: Tom Wheelwright." You can also watch this on youtube here: https://youtu.be/dRz9gBRz-a8 (https://youtu.be/dRz9gBRz-a8) Tax and wealth expert Tom Wheelwright is a CPA, CEO of WealthAbility®, entrepreneur, international speaker, the bestselling author of Tax-Free Wealth: How to Build Massive Wealth By Permanently Reducing Your Taxes. His latest book is The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make. He is the CPA for Robert Kiyosaki (Rich Dad Poor Dad) and has spoken on stage on every continent to over 100,000 entrepreneurs, small business owners and investors. Tom hosts two popular podcasts: The WealthAbility® Show with Tom Wheelwright CPA and The WealthAbility® for CPAs Show. His goal is to help people achieve their financial dreams faster by permanently and legally reducing their taxes. He contributes to Entrepreneur magazine, and his work has been seen in Forbes, The Wall Street Journal, The Washington Post and on FOX and Friends, Marketplace / NPR, ABC News Radio and hundreds of other media outlets. Key takeaways from this episode include: ➠ what has changed in the accounting profession over recent years (and what hasn't but should have) ➠ what 'Rich Dad Poor Dad' author Robert Kiyosaki has taught his CPA about what's important in building a business ➠ what happens to accounting firms and CPA practices who cannot or will not differentiate their brand (hint - they compete on price) ➠ the mistake accounting practices make in trying to attract all different kinds of clients ➠ what accountants and CPAs should do if the culture of the firm they work for does not fit their values and goals ➠ the biggest reason accountancy firms find recruitment of talent more difficult than it needs to be ➠ how differentiation your accounting firm brand gives you power to say 'no' to the wrong kinds of clients ➠ what selling a $800,000 book of 'the wrong kind of business' looks like for an accounting practice ➠ practical examples of what CPA or accounting firm owners might look for an an ideal client ➠ the relevance to accounting firms of tax laws being pretty similar from country to country ➠ innovative tax strategies for accountants to further help their clients ➠ how CPAs can improve their mental wellbeing and overcome the need to know everything ➠ shout out to Dan Sullivan's term 'uniquability' in describing how accountants and CPAs can stand out ➠ how to be the accountant of choice for your client of choice and what turning down 80% of potential clients looks like https://www.wealthability.com/cpaevent Nov 14-16 focusing on tax strategies (https://www.wealthability.com/cpaevent Nov 14-16 focusing on tax strategies) https://wealthability.com/the-wealthability-show-with-tom-wheelwright-cpa-2/ (https://wealthability.com/the-wealthability-show-with-tom-wheelwright-cpa-2/) https://www.linkedin.com/in/tomwheelwright/ (https://www.linkedin.com/in/tomwheelwright/) @Tom_Wheelwright ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Podcast Network: ❶ https://accountinginfluencers.captivate.fm/ (Success in Accounting) - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice...
As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "Why Influence Matters in the World of Accountancy", you'll hear/we discuss Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/p_o_NO37jOA (https://youtu.be/p_o_NO37jOA) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ (https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ) ➺ Twitter: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━
As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "Why a Noble Cause Can Build Accounting Influence", you'll hear about whether you're forced for good? Do you make a difference for the better? Do you have a crusade, a desire to change the world? To make an impact? to give back. This speaks to your benevolence, your attitude to competition. Is the pie getting bigger? Are you collegiate and collaborative or adversarial and competitive? Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/S_PkroSFC84 (https://youtu.be/S_PkroSFC84) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ (https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ)
It's the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 18, "Buying & Managing an Accounting Firm: Craig Field." This was a live, in person interview, so apologies for the audio quality Craig Field began his career at Cooper & Lybrand (now PWC) in Johannesburg, South Africa in 1983. He started his own practice in 1997 and was involved in several mergers and acquisitions, participated in a public listing and served on the Board of a public listed company as Financial Director. In 2008, he moved with his family to Charlotte, North Carolina. He soon discovered his qualifications meant nothing Stateside so he went back to school, passed the Series 65 exam and also the CPA, ABV and CFP exams. In 2019, he started out on his own and in October 2020 concluded a merger with a well established CPA firm, Ryan Geer & Co PA, to form Ryan Geer Field & Rhodes PLLC where he is an owner and partner. Key takeaways from this episode include: how a tax and compliance focus dominates the current accounting profession what the IRS frustrates many accountants and CPAs with their changing tax regulations and demands comments on the M&A market and the buying and selling of accounting firms the biggest factor that makes an accounting practice very sellable with a high multiple how attractive the 'hourly-based' accounting profession is as a career choice for younger professionals how the career path has become more varied in the last 20 years for newly qualified accountants the hidden problems associated with growth in accounting practices and with taking on more clients the kind of freedom and trust that makes a CPA practice or accounting firm more attractive to talent the difficulties in driving culture in a hybrid working environment for accounting firms the importance of smaller accounting firms being part of a larger international network or association like Russell Bedford International the difference between accounting qualifications in different countries the agenda of software and fintech vendors in driving the accounting profession forward the difference between more modern virtual vz more traditional 'relationship focused' accounting practices what makes an accounting or CPA practice a good purchase or attractive sellable entity the importance of sound technical knowledge from accountants serving business owners who struggle with finances why government led initiatives like 'Making Tax Digital' might be the biggest threats to the accountancy profession best advice for accounting firm and CPA practice owners to stay relevant and competitive https://www.ryangeer.com/ https://www.linkedin.com/in/craighfield/ ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Podcast Network: ❶ https://accountinginfluencers.captivate.fm/ (Success in Accounting) - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. All on your preferred...
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 16. In today's interview, "The Role of Coaching for Accountants: Jackie Meyer." Jackie Meyer specializes in providing innovative tax strategies for executive clientele for a high return on investment. She leads her own team of top-tier public accountants spanning across the US operating with 100% virtual workflows and is a top-rated speaker, business coach, and social media influencer with thousands of students and followers. She served on the Intuit Tax Council (2016-2019) and the Forbes Finance Council (2019-present). Recent honors include 40 under 40 CPA Advisor Winner (2018/2019/2021) and AICTC (American Institute of Certified Tax Coaches) member of the year (2019). Jackie is a proud proponent of lifelong learning and will complete her Doctorate in Strategic Leadership from Regent University. Her passion is coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants. She also coaches Accountants to become better tax planners with TaxPlanningMasterclass.com Giving back is her top priority, so she works with local and global non-profits on educational and equality initiatives. You can also watch this interview on youtube here: Key takeaways from this episode include: ➺ how an accountant can fall in love with and be passionate about tax preparation work ➺ the reasons why this has been the worst tax year for accountants and CPAs ever ➺ the single biggest problem accountants and CPAs are having in their everyday roles ➺ what makes being coachable and having coaches vital for accounting professionals ➺ how an accountancy professional can spend two years working for Deloitte and learn nothing ➺ how professionals learn new skills and knowledge according to the 70-20-10 approach ➺ how to justify the time and money investment in a personal or business coach ➺ what makes accountants not as coachable or teachable as they could and should be ➺ what questions an accounting professional should ask themselves when considering taking on a coach ➺ the different kind of coaches and coaching approaches available to accountants ➺ how 'more people than you would expect' are not motivated by money ➺ the red flags that accountants and CPAs should look out for that might prompt the need for a coach ➺ the triggers for overload and burnout in accounting firm owners and leaders ➺ tips for accountants to delegate workload and outsource tasks ➺ a critical question a coach should ask accountants and CPAs to decide if the relationship will be successful ➺ the crucial role of accountability when being coached to make sure decisions are implemented and ideas executed ➺ the accountant as a coach - how adding this skillset helps them do much more for their staff and clients ➺ the impact of time blocking for busy accounting professionals to get things done ➺ tips for developing professionally and staying current in the accounting profession Listeners can also check out this interview in video format: Jackie has two children, three dogs, attends Life Church with husband Mark and travels the world as much as possible. https://www.linkedin.com/in/jackiemeyercpa/ (https://www.linkedin.com/in/jackiemeyercpa/) https://www.facebook.com/jackiemeyercpa (https://www.facebook.com/jackiemeyercpa) https://twitter.com/jackiemeyercpa (https://twitter.com/jackiemeyercpa) Jackie's personal website: JackieMeyerCPA.com ◤━━━━━━━━━━━━━━━━━━━━◥ A reminder of 5 great shows in the Accounting Influencers Podcast Network: ❶ https://accountinginfluencers.captivate.fm/
As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "The Vital Role Status Plays in Accounting Influence", we discuss how to speaks to clout or impact. Who knows you in the higher up, significant or powerful circles? Are you recognised? Do you have kudos and cache that opens doors. What access do you have to people who make decisions, command followings and hold budgets? Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/7PJA939feLc (https://youtu.be/7PJA939feLc) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ (https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ) ➺ Twitter: https://twitter.com/accinfluencers...
As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "How Your Assets Contribute to Accounting Influence", you'll hear what IP do you own? What brands, movements, companies, ideas or assests have you created? Consider your body of work. your products, services, software. Your methodologies or unique frameworks. your original thinking. Your unique selling points and differentiated offerings. your lists and databases also come into this. Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/QloodsVp1xk (https://youtu.be/QloodsVp1xk) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ...
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep diveAs part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "The Importance of Platform in Accounting Influence", we discuss where do you show up? If internet 1.0 is a graveyard of dead blogs and static websites, then internet 2.0 is social media. So where can people find you? Are you accessible and reachable? Do you have a presence where people are looking, listening and learning? Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/RiKXNxOGVas (https://youtu.be/RiKXNxOGVas) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content:...
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 8. In today's interview, "Motivation in Accountancy with Michael Quigley." You can also see this show on Youtube: https://youtu.be/eXIANwbWZHk (https://youtu.be/eXIANwbWZHk) Michael Quigley is a former teacher with an extensive experience of teaching, coaching and leadership, coupled with an enduring passion for fitness, wellbeing and growing people. He is a published author and regular blogger as well as the creator of online professional and personal development courses with his company Kataholos. His online learning platform empowers over professionals with e learning courses on stress, health and communication skills. Key takeaways from this episode include: ➼ why the combination of people and tech means accounting is an exciting space right now ➼ what brings accountants closer to their clients in challenging times ➼ the importance of motivation for career and performance in a profession like accountancy ➼ what intrinsic motivation gives accounting professionals who want to stay relevant and competitive ➼ what will happen to the accountants and CPAs who are unable or unqilling to develop their skills ➼ the dangers for accountants of thinking reactively or retroactively ➼ the five types of motivation that accountants, CPAs and bookkeepers should be aware of ➼ the role of softer skills and not technical credentials that differentiates many accountants ➼ how accounting leaders and managers can motivate their people to do things they don't want to do ➼ what goes wrong with motivations and why promises like new year resolutions mostly fail ➼ the flaws for accountants in trying to motivate themselves by copying others ➼ two different attitudes or mindsets for accounting professionals to walk into a room ➼ what makes many accounting types 'situational extroverts' vz introverts ➼ how competence breeds confidence for professionals like accountants and CPAs ➼ the role of motivation for accountants in passing exams, going for promotions and handling big client workloads ➼ why accountants like frameworks, scripts, steps and processes to achieve more in life and work ➼ the upsides of practicing in private what needs to happen in public for accountants and CPAs ➼ the faulty thinking when it comes to comfort zones and what accountants can learn about growing ➼ the merits of a healthy culture and a strong learning environment in accounting firms ➼ two valuable pieces of advice for accountants who want to 'raise their game' Check out this interview with Stephen Hamlet and Michael Quigley at International Accounting Forum 2022 https://bit.ly/3OTyD82 (https://bit.ly/3OTyD82) Outside of work, Michael is a keen musician, playing several instruments and playing in a rock band. He is fluent in Spanish and has a spanish speaking podcast, Comida para el viaje. He is a keen traveller, and loves to keep fit, regularly setting himself physical challenges to raise money for various charitable causes each year. https://www.linkedin.com/in/itsmichaelquigley/ (https://www.linkedin.com/in/itsmichaelquigley/) https://www.facebook.com/kataholosonboarding (https://www.facebook.com/kataholosonboarding) @_kataholos on twitter https://kataholos.co.uk/ (https://kataholos.co.uk/) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting -...
As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "Why Your Following Is a Key to Accounting Influence", we discuss about your network. Do you have a community, a tribe or a following? How many connections, fans or friends do you have? Influence and reputation come from two things - who you know and who knows you. Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/XUp3Jpm5Wakk (https://youtu.be/XUp3Jpm5Wakk) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ (https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ) ➺ Twitter: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook:...
As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "The Power of Writing to Build Accounting Influence", we discuss the root word of authority = author. So where do you show up in the written word? This is your thinking, your thought leadership, your opinions and insights that comes out in blogs, articles, books and a whole array of content. Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/6DqYQhZZa9E (https://youtu.be/6DqYQhZZa9E) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ (https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ) ➺ Twitter: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺...
As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "How Speaking Skills Impact Accounting Influence", we discuss what stages have you stood on? What audiences have you addressed? Think about broadcasts you've made, podcast appearances, panels you've sat on, interviews you've done, talks you've presented. Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/B2hkV8j-QOg (https://youtu.be/B2hkV8j-QOg) ◤━━━━━━━━━━━━━━━━━━━━◥ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ (https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ) ➺ Twitter: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook:...
On behalf of the Accounting Influencers Podcast Network, this is the "Influencers in Accounting" show, going live every Wednesday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space. In today's episode 14, "Raising Fees Without Losing Clients: Loren Fogelman." You can also watch this on youtube here: [link from spreadsheet] Loren Fogelman Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. She is recognized by HubSpot as one of the world’s top business coaches. She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences. She’s a regular contributor to Intuit’s Firm of the Future series, Accounting Web and the author of two Amazon best seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success. Key takeaways from this episode include: ★ what stops accountants from charging what they are worth and communicating their value ★ why accountants have emerged as unsung heroes from the pandemic because of how they've helped their clients ★ where to confidence to promise accountants they can 'double their fees without working extra hours' comes from ★ the importance of mindset for accounting professionals who lack the confidence to do something different and raise their fees ★ the kind of things that erode the confidence of accountants beyond their technical expertise ★ how the rates accountants charge are directly related to their self confidence ★ the differences between high and low quality clients for accounting professionals ★ why it is important for accountants to use the right words to communicate value and price rises to their clients ★ the key difference between value pricing and fixed pricing for accountants in practice ★ the three main ways accountants, CPAs and bookkeepers can increase their profitability ★ the surprising percentage of clients who will stay with their accountant after a significant increase in fees ★ what employed accountants who lack the power to set rates can do to convince firm owners and leaders to raise fees ★ what a pricing department or fee specialist might do to increase profit margins for an accounting firm ★ the key steps required for accountants to raise the fees of legacy or long-standing existing clients ★ what to say and not to say when justifying to accounting clients why fees are being increased ★ how accounting packages can separate value from fees and hourly rates ★ how accountants can prepare for natural objections and resistance from clients before they arise ★ the problems with the word 'value' and how it is seen differently by different people ★ what clients really care about when it comes to products and services from their accountants ★ the three things clients look for when they are considering staying with and growing with their accounting advisors ★ what makes some accounting clients leave a firm and why it is often good for accountants to let them go ★ free resource link to help accountants package their services and thus value price their offering: https://www.businesssuccesssolution.com/package/ (https://www.businesssuccesssolution.com/package/) ★ how the three tier 'good, better, best' pricing works for accounting professionals who want to significantly increase their rates ★ words of encouragement for accountants who want to get started and make changes with their pricing structures ★ what the 'upper limit challenge' looks like for accountants who lack the courage to value price https://businesssuccesssolution.com (https://businesssuccesssolution.com )...
As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "The Role of Track Record in Accounting Influence", you'll hear about how to consider the results you've brought about, the impacts and outcomes of your interventions. And not just one offs, but consistently over time. longevity in the game speaks to consistency and repeated success. Muhammad ali - it aint bragging if you've done it. but so many so called influencers are just hot air and hype. So what endorsements, testimonials, case studies and recommendations do you have? Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/QscmCnM_12g (https://youtu.be/QscmCnM_12g) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content:...
As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "How Your Competence Affects Accounting Influence", you'll hear about expertise. What are you good at? What do you know lots about? What do you find easy that others find difficult? Can you make the complex simple? Consider your skills and competences. What do you bring to the table? What are your qualifications, accreditations and credentials? Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/KahzRYZbzt0 (https://youtu.be/KahzRYZbzt0) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ (https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ) ➺ Twitter:...
As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "The Vital Role of Character in Accounting Influence", you'll hear that character speaks to how likeable and trustworthy you are. Do you keep your promises and commitments? Are you easy to work with? Are you agreeable and reliable, or confrontational and a diva? What are you like with relationships, partnerships, alliances and negotiations? Are you real and authentic, and even a bit vulnerable? Or do you have different faces/personalities for different people? Are you value driven and principled? Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/iBPRA_zRbyQ (https://youtu.be/iBPRA_zRbyQ) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm/ (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer...
Episode 13. In today's interview, "New Business Models in Accounting with Ed Kless." Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops. He hosts the Sage Advice Podcast and co-hosts the VoiceAmerica TalkShow Network’s The Soul of Enterprise with Ron Baker, founder of the VeraSage Institute where Ed is also a senior fellow. Now, as well as being a popular speaker at accounting conferences Mark is also a frequent blogger and contributor to various accounting journals, websites and Linkedin. His practice-focused articles for AccountingWeb, have been viewed over one million times. Key takeaways from this episode include: 》the evolution of the business model in professional firms 》freedom and accountability at work are the same thing – to have accountability at work, you’ve got to give people their freedom 》some software companies have made the transition to cloud successfully, such as Adobe, and Sage are following in their footsteps 》accounting firms have to contend not just with a technology shift but a change in their optimum business models 》a frightening thought – the pace of change right now is the slowest it will ever be 》what is the single biggest disruptive threat to businesses according to Andy Grove of Intel 》how Apple changed the business model for the way people acquired music and what accounting firms can learn from this 》why Darwin is misquoted on survival of the fittest biggest, and who really survives in the accounting and fintech world 》what should be a key strategy for progressive accounting firms to enable them to future proof and see what’s coming up on the horizon 》the ultimate starting strategy question for accounting leaders (hint - it involves value creation) 》why putting too much emphasis on different generations in the workplace is like ‘astrology for business’ 》how profits come from taking risk and what you should do with your money if you don’t want to take a risk 》the 3 types of risk that businesses can take (courtesy of Peter Drucker) and why they are hard to identify 》the single biggest reason why many accounting firms are not ready to move to the cloud 》why the business model of ‘we sell time’ is dying in accounting firms 》why so many accountants are not going into accounting firms but going into industry 》the difference between value, price and cost in any transaction 》having the benefit conversation and the value conversation to draw out value from clients 》why the next 5-10 years will see the virtual elimination of compliance work for accountants 》why accountants are positioned well for advisory, but bookkeepers are positioned even better 'Adaptability should be a key strategy for progressive #accounting firms - seeing what's coming up on the horizon' says @edkless on the Accounting Influencers Podcast #accountancy #accountex #advisory #accountinginsight Ed is a contributor to industry publications, including the Journal of Accountancy, Harvard Business Review and HR.com, and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. He is also active in the Information Technology Alliance (ITA) and was named to Accounting Today’s list of the 100 Most Influential People in Accounting for 2019. He lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 and 2012 as a Libertarian. Ed’s blog is at http://www.edkless.com/ (www.edkless.com) and you can contact Ed directly here: https://www.linkedin.com/in/edkless (Ed on LinkedIn) https://www.linkedin.com/in/edkless https://twitter.com/edkless (Ed on Twitter) https://twitter.com/edkless NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited...
As part of this Influencers in Accounting podcast, we are giving you some bonus episodes on the topic of influence. What is influence? Is it important? How influential are you? You influence others more than you think. The ability to authentically make people think, act and speak in a certain way is a powerful currency in any environment. Here at Accounting Influencers, we help amplify the brands, the messaging and the relationships of people who serve the accounting profession. You might be a qualified accountant in practice looking to get things done at work. For that you need credibility, a voice, a reputation. You could be part of the software industry or fintech ecosystem surrounding accountants, selling your products and services either directly into accountants and firms, or indirectly through them to their clients. Influence is a big part of the mix. So in this bonus series for the Accounting Influencers Podcast Network, hosts Rob Brown and Martin Bissett discuss the role of influence. And over 12 bonus episodes in the next 4 weeks, you'll get a quick fire overview of the 10 key areas, pillars or components of influence. By going to https://accountinginfluencers.com/ (https://accountinginfluencers.com) and taking the Accounting Influencer Test you can score your influence over these 10 categories. For free. In this episode, "Measuring Your Professional Influence in Accounting", you'll hear valuable context on the importance of influencer in gaining the attention of peers and prospects. People follow leaders and influencers, even if they are introverts. Influence is a powerful currency. It gets impossible things done and tough things done faster. It opens doors and closes sales. It creates advocacy and reputation. In the accounting and fintech world, strategic partnerships and high level referrals come from your ability to trade your influence for dollars, deals and celebrity status. Take the test at https://accountinginfluencers.com/ (https://accountinginfluencers.com) and see how influential you really are. You'll also get some practical suggestions to increase your influence in your professional role. You can also watch a video of this episode on Youtube here: https://youtu.be/6_VPa-Naze4 (https://youtu.be/6_VPa-Naze4) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm/ (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of...
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 12. In today's interview, "Improving Accounting Recruitment: Khyati Sundaram" Khyati Sundaram is the CEO of Applied: a behavioural science-backed tool for fair and de-biased hiring. Applied helps companies remove bias from hiring processes by removing gendered words from job adverts, anonymising applications, holding structured interviews and hiring based on skills (rather than proxies on CVs). In this episode, we answer the following questions: What is the best way of measuring accounting talent? Do traditional hiring processes in accounting do a good job of hiring? What kinds of candidates might accounting firms overlook as a result of a poor hiring process? What wider issues might poor hiring and recruitment contribute to in accounting? What changes can accountancy firms make to redress these issues and hire better quality candidates? How do skills tests work for accounting roles? How do candidates in the accounting talent pool feel about this approach? What difference does a skills based approach in accounting make to successful hires on the job? What does talent look like in the new world of work in accountancy firms?
You can also watch the youtube video of this interview here: https://youtu.be/RTDuTy1rH9Q (https://youtu.be/RTDuTy1rH9Q) In her former life, Khyati’s pursuits range from co-founding and leading an AI company looking at sustainable supply chains, to investment banking with JP Morgan and RBS. She has a breadth of experience in data science, product development, and fundraising. She also holds an MSc in Economics from the London School of Economics and an MBA from the London School of Business / Wharton School. In her spare time, Khyati likes playing badminton and is an avid weightlifter. Contact her here: https://www.linkedin.com/in/khyatisundaram/ (https://www.linkedin.com/in/khyatisundaram/) https://www.beapplied.com/ (https://www.beapplied.com/) https://twitter.com/beapplied (https://twitter.com/beapplied) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ (https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ) ➺ Twitter:...
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 11. In today's interview, "Why Accountants Are Indispensable: Barbara Weltman." Barbara Weltman is the founder of Big Ideas for Small Business, which publishes Idea of the Day® and the e-newsletter Big Ideas for Small Business®. Based in Vero Beach, Florida, she is an attorney, a trusted professional advocate for small businesses and entrepreneurs, and a prolific author of many important books for small business owners. She is also a guest blogger for several sites and creates continuing education programs for accountants and attorneys. She has been named one of the 100 Small Business Influencers in the US and serves on the advisory board for the Small Business & Entrepreneurship Council in the U.S. Key takeaways from this episode include: ➳ what makes accountants essential to small business owners beyond the legal requirements of tax and bookkeeping ➳ why today's small business owners struggle to handle their world without clear, unbiased advice from accountants ➳ the impact of globalisation and handling international transactions for business owners that requires specialist accounting knowledge ➳ some of the ways accounting professionals should be supporting small businesses beyond the tax and compliance work ➳ thoughts on logistics, inventory and supply chain issues that accountants must speak into for small business owners ➳ the different ways small businesses are defined according to the many stakeholders who support them ➳ the intricacies of business loans and why accounting advisors are best placed to help their clients make good funding decisions ➳ the benefits of tapping into a valuable network when business owners work with a well connected accounting advisor ➳ what business owners should be looking for in a suitable accounting professional and trusted advisor ➳ two reasons why a professional accounting advisor is worth investment from business owners ➳ warning signs for business owners who are not getting good value from their accounting advisors and so might need to move on ➳ when DIY accounting is okay for some business owners, but ultimately an accounting professional ➳ resources for business owners and their accounting advisors to work better together ➳ top tips for accountants, bookkeepers and CPAs to become more indispensable to their business clients You can also check out this interview in video format on Youtube here: https://youtu.be/RsXagJ19Vkc (https://youtu.be/RsXagJ19Vkc) Each morning year round, Barbara walks 5 miles along the historic Jungle Trail on the Indian River Lagoon ("An early morning walk is a blessing for the whole day." Henry David Thoreau) and heads up a book club in my neighborhood. Find her on http://www.bigideasforsmallbusiness.com/ (www.BigIdeasForSmallBusiness.com) and @BigIdeas4SB plus: https://twitter.com/BigIdeas4SB (https://twitter.com/BigIdeas4SB ) https://www.facebook.com/BigIdeasForSmallBusiness (https://www.facebook.com/BigIdeasForSmallBusiness) https://www.linkedin.com/in/bweltman/ (https://www.linkedin.com/in/bweltman/ ) https://www.instagram.com/bigideasforsmallbusiness777/ (https://www.instagram.com/bigideasforsmallbusiness777/ ) https://www.youtube.com/user/BarbaraWeltman (https://www.youtube.com/user/BarbaraWeltman ) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast...
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 10. In today's interview, "Social Media Marketing in Accounting: Tyler Clark." Tyler S. Clark is the Co-Founder of Dream Firms, leader of the Proactive Accountants Community on Facebook, and the host of Dream Firms Spotlight on youtube. After having successfully built an accounting firm from scratch, adding six figures of new growth each year with cutting edge digital marketing and ethical sales techniques before a successful exit, he is now recognized as the go-to expert for top tier strategic guidance and actionable advice for accounting professionals who are dedicated to building their dream firms. Key takeaways from this episode include: ➜ how the covid pandemic has affected accounting practices in both good and bad ways ➜ the two sided coin that is 'disruption' and how the best accounting firms use it to their advantage ➜ the two critical aspects of a 'dream client' for anyone' and especially accountants ➜ why social media should be viewed as internet 2.0 by accountants and marketing professionals ➜ cutting through the marketing noise for accountants with genuinely useful content for business clients ➜ advice for accountants who have fears or roadblocks about participating in social media marketing ➜ how marketing has changed and traditional marketing methods are no longer as effective for accountants ➜ the swing back and forth with digital and analogue (in person or old fashioned) marketing for accounting firms ➜ the problem for accountants and CPAs in getting too focused on the metrics of social media marketing ➜ first steps for bookkeepers, accountants and CPAs to make social media marketing work ➜ the role of outsourced marketing for accountants and how they can decide whether to bring in outside marketing support ➜ deciding whether to be on multiple platforms at the same time or choose one for accounting firm social media marketing ➜ what good content looks like for social media marketing in accountancy practices, and what NOT to do ➜ what accounting firm leaders and marketers should look for in their employees to boost their social media results ➜ Tyler's 3 top tips for effective social media marketing in accounting Listeners can also check out this interview in video format: https://youtu.be/Kez1yUkDuss (https://youtu.be/Kez1yUkDuss) When not working, you can find Tyler and his wife Marine nestled in heart of the French Alps alongside their Chowchow, Tea. You can listen to or watch Tyler's previous interview on the show here: "Stand Out Marketing for Accountants: Tyler Clark" https://bit.ly/3vE0eT8 (https://bit.ly/3vE0eT8) https://youtu.be/WdWrb_Nra5E (https://youtu.be/WdWrb_Nra5E) Connect with Tyler here: https://www.linkedin.com/in/tyler-s-clark/ (https://www.linkedin.com/in/tyler-s-clark/) https://dreamfirms.com/ (https://dreamfirms.com/) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related...
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 9. In today's interview, "Marketing in Accounting vz Legal with Casey Blake." Casey is a creative strategic thinker who connects the dots and brings brands to life. With a background in accounting marketing and experience in both the for-profit and nonprofit sectors, she brings an ideal skill set for Kolibri Law Support Solutions. Prior to joining Kolibri Law Support Solutions, Casey was Director of Marketing at a Boston-based CPA firm. Before that she was a Marketing and Sales Client Strategist at a global accounting firm. Earlier in her career, she was a Marketing and Event Coordinator at a nonprofit that promotes awareness and advocacy for children's health and well-being. Key takeaways from this episode include: ☞ what fractional law firm management looks like and what accounting firms might learn from the role ☞ the trend for professional firms to run a C-Suite rather than a managing partner and senior partner equity model ☞ the overload and multiple responsibilities facing many professional firm managing partners ☞ asking what is more competitive - the legal market or the accounting market ☞ the difference in approaches to winning clients and doing their jobs for accountants and lawyers ☞ how the retained fees and monthly recurring revenues of accountants affects the way they market ☞ the importance for some professional firms of attracting local and regional clients with SEO and geo-location marketing ☞ how globalisation is changing how professional firms can now go after clients from anywhere in the world ☞ how budgets vary significantly between professional firms depending on the priorities ☞ whether managing partners and leaders of accounting firms actually value the marketing function ☞ the movement in professional firms to bring marketing people to the top table of leadership in a CMO type role ☞ the importance for professionals in accounting firms to understand the need for marketing and business development activity ☞ the similarities around data, analysis, research and strategy when it comes to marketing in law and accounting firms ☞ shout out to AAM (Association for Accounting Marketing), LMA (Legal Marketing Association) and others to support marketing in professional firms ☞ what's coming up for the marketing role in accounting and CPA firms in coming years, particularly in the areas of people and talent ☞ how short videos will play a bit part for accounting practice marketing in a world of short attention spans ☞ best advice for accounting professionals who want more of a voice for their ideas when it comes to marketing themselves and their firm Outside work, Casey enjoys a blend of at-home celebrations and travels (usually with a good book) with her husband and children. You can usually find her on a run around her neighborhood taking in the beautiful sights of the Mystic River. https://www.linkedin.com/in/casey-blake-mosca-82a99324/ (https://www.linkedin.com/in/casey-blake-mosca-82a99324/ ) https://www.linkedin.com/company/kolibri-law-support-solutions/ (https://www.linkedin.com/company/kolibri-law-support-solutions/ ) https://www.kolibrilaw.com (https://www.kolibrilaw.com) You can also check out this interviews on youtube: https://youtu.be/r3BM0HgqPQ8 (https://youtu.be/r3BM0HgqPQ8) ◣━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions...
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 8. In today's interview, "Motivation in Accountancy with Michael Quigley." Michael Quigley is a former teacher with an extensive experience of teaching, coaching and leadership, coupled with an enduring passion for fitness, wellbeing and growing people. He is a published author and regular blogger as well as the creator of online professional and personal development courses with his company Kataholos. His online learning platform empowers over professionals with e learning courses on stress, health and communication skills. Key takeaways from this episode include: ➼ why the combination of people and tech means accounting is an exciting space right now ➼ what brings accountants closer to their clients in challenging times ➼ the importance of motivation for career and performance in a profession like accountancy ➼ what intrinsic motivation gives accounting professionals who want to stay relevant and competitive ➼ what will happen to the accountants and CPAs who are unable or unqilling to develop their skills ➼ the dangers for accountants of thinking reactively or retroactively ➼ the five types of motivation that accountants, CPAs and bookkeepers should be aware of ➼ the role of softer skills and not technical credentials that differentiates many accountants ➼ how accounting leaders and managers can motivate their people to do things they don't want to do ➼ what goes wrong with motivations and why promises like new year resolutions mostly fail ➼ the flaws for accountants in trying to motivate themselves by copying others ➼ two different attitudes or mindsets for accounting professionals to walk into a room ➼ what makes many accounting types 'situational extroverts' vz introverts ➼ how competence breeds confidence for professionals like accountants and CPAs ➼ the role of motivation for accountants in passing exams, going for promotions and handling big client workloads ➼ why accountants like frameworks, scripts, steps and processes to achieve more in life and work ➼ the upsides of practicing in private what needs to happen in public for accountants and CPAs ➼ the faulty thinking when it comes to comfort zones and what accountants can learn about growing ➼ the merits of a healthy culture and a strong learning environment in accounting firms ➼ two valuable pieces of advice for accountants who want to 'raise their game' Check out this interview with Stephen Hamlet and Michael Quigley at International Accounting Forum 2022 https://bit.ly/3OTyD82 (https://bit.ly/3OTyD82) Outside of work, Michael is a keen musician, playing several instruments and playing in a rock band. He is fluent in Spanish and has a spanish speaking podcast, Comida para el viaje. He is a keen traveller, and loves to keep fit, regularly setting himself physical challenges to raise money for various charitable causes each year. https://www.linkedin.com/in/itsmichaelquigley/ (https://www.linkedin.com/in/itsmichaelquigley/) https://www.facebook.com/kataholosonboarding (https://www.facebook.com/kataholosonboarding) @_kataholos on twitter https://kataholos.co.uk/ (https://kataholos.co.uk/) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best...
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 7. In today's interview, "What Stops Accountants Going Cloud: Kellie Parks." Kellie Parks is an ardent devotee of online accounting platforms and loves all the apps that create a robust cloud accounting ecosystem. She adopted cloud financial technology for my own business in 2009 using Freshbooks for invoicing. She is certified or partnered in over a dozen cloud applications, is a proud member of the Intuit International Trainer Writer Network and the Freshbooks Partner Council. Kellie is passionate about wanting every accounting professional to love running a cloud-based business with effective best practices, consistent communications and efficient processes, systems & workflows. She crafts those processes and automations for future thinking accounting professionals who believe in the mightiness of online technology, and has dozens of pre-built templates to take the pain of creating optimization in your firm off your plate. Key takeaways from this episode include: how the pandemic has changed the way accountants and bookkeepers operate in the cloud how covid has accelerated changes that were already starting to happen AND brought new changes for accountants and bookkeepers the world of difference between true cloud accounting and accountants/bookkeepers who think they are in the cloud why client models and work practices sometimes stop accountants and bookkeepers taking them into the cloud defining exactly what 'cloud' means and why many accountants, bookkeepers and business people see it differently unpacking security issues for accountants and bookkeepers who use them as excuses not to move into cloud accounting the two types of people when it comes to working in the cloud, and why neither are ideal the role of a security audit for accountants and bookkeepers plus their clients who are considering cloud accounting the power of 'already making money' that stops many accountants and bookkeepers from changing what they do the difficulties for accountants and bookkeepers in setting KPIs around moving to the cloud the demand for change and shift to cloud that is coming from the clients of accountants and bookkeepers the single biggest reason accounting and bookkeeping firms should be cloud based what business owners and clients who want to switch accountants and bookkeepers are really looking for why accountants and bookkeepers will lose out on winning new business from a younger and younger client base if they are not cloud focused how cloud focused accountants and bookkeepers sit right in the middle of their clients' businesses and can therefore be much more useful admitting how bad cloud based software was back in the early days and how much better it is now for accountants and bookkeepers the role of culture and leadership in pushing a firm of accountants and bookkeepers to adopt cloud what the future looks like for accountants and bookkeepers in the area of cloud accounting words of encouragement for accountants and bookkeepers who want to drive change in the area of cloud accounting Kellie and her husband Jeff, a Fly Fishing Guide have 3 grown kids and live with 2 unruly Australian Shepherds in a 100-year-old lakeside cabin (that is chronically under renovation). She is an avid runner, water & snow skier and live music fan. Contact her here: https://www.facebook.com/kellieparkscalmwaters (https://www.facebook.com/kellieparkscalmwaters) https://www.linkedin.com/in/kellie-parks/ (https://www.linkedin.com/in/kellie-parks/) https://www.facebook.com/groups/TheWorkflowWateringhole/ (https://www.facebook.com/groups/TheWorkflowWateringhole/)...
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 6. In today's interview, "Who Leads the World in Accounting with Mark Jenkins." Mark has had over 20 years in Public Practice in New Zealand. In 2014, he sold his firm so that he could focus on his true passion - helping accountants to accelerate small business success. Mark joined forces with Viv Brownrigg, together creating The Gap so that Accounting firms throughout NZ, Australia and the UK can use Business Development content to maximise income without having to re-invent the wheel. Key takeaways from this episode include: ◆ what exactly the GAP Portal does to help accountants systemise and deliver advisory services ◆ what is happening in the accounting space in Australia and New Zealand that will spread globally ◆ why Australia and New Zealand are a few years ahead in the accounting and fintech space ◆ what a lack of protection for accountants means in the way they innovate and upskill ◆ how a need to innovate and embrace tech has led to rapid digital and practice transformation for professionals like accountants and CPAs in Australia and New Zealand ◆ an example of an accounting digital initiative new to the UK that has transforming accountancy in Australia and New Zealand for over 10 years ◆ the biggest fear for business owners that leads to a desperate need to get good accounting help and advice ◆ how the UK accounting set up is ahead of Australia and New Zealand in needing businesses to have a digital receipt for everything ◆ the factors that have led to adoption of cloud and tech by clients to drive change in their accounting advisors ◆ asking the question 'to what degree accounting firms are digitized in different parts of the world?' ◆ a checklist of the skills accounting professionals need to serve their clients well beyond technical competence ◆ why the biggest competitor for accountants is often their own complacency and a reluctance to innovate ◆ the problems with being the pioneers, the innovators and the early adopters in any field ◆ tips for recruiting and retaining top talent in today's accounting and fintech labor shortage ◆ the move to recruit banking, finance and other professionals into accountancy firms ◆ where the professional bodies may be falling short in their responsibility to make accountancy as a career more attractive ◆ what is going on with the trend to bring non-accountants and business CEOs in to run accounting firms ◆ the merits of offshoring for accounting firms and CPA practices who cannot access the talent they need locally ◆ the principle differences between offshoring and outsourcing when it comes to accounting talent ◆ the challenges of shaping culture in remote and hybrid working for accounting firms, with some quick win solutions ◆ what has changed in the world of accounting advisory in recent years, and why it is more important than ever for accountants to embrace You can also see this interview in video on YouTube right here: https://youtu.be/jdepdA18O1w (https://youtu.be/jdepdA18O1w) In his downtime, Mark likes nothing more than getting up at the crack of dawn, pulling out his kayak, catching, filleting and BBQing his catch of the day. Contact him here: https://www.thegapportal.com/ (https://www.thegapportal.com/) https://www.linkedin.com/in/mark-jenkins-59872a42/ (https://www.linkedin.com/in/mark-jenkins-59872a42/) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis,...
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 5. In today's interview, "Stand Out Marketing for Accountants: Tyler Clark." Tyler S. Clark is the Co-Founder of Dream Firms, leader of the Proactive Accountants Community on Facebook, and the host of Dream Firms Spotlight on youtube. After having successfully built an accounting firm from scratch, adding six figures of new growth each year with cutting edge digital marketing and ethical sales techniques before a successful exit, he is now recognized as the go-to expert for top tier strategic guidance and actionable advice for accounting professionals who are dedicated to building their dream firms. Key takeaways from this episode include: ☆ stepping out of the shadows of our fathers - the positive and negative influences on influencers ☆ the biggest challenge for accountants who want to make changes, and how to overcome it ☆ why growing an accounting firm is simple but not necessarily easy ☆ explaining why there has been a historical approach to almost every facet of running an accountancy firm ☆ where a lot of dissatisfaction in the accounting profession is coming from and why ☆ what makes accountants and CPAs surprisingly coachable and teachable ☆ how seeing themselves as problems solvers helps accountants advise better ☆ the difference between good accounting technician and effective tax planner and trusted advisor ☆ the cut off point for accountants to start saying 'no' to certain clients or prospects ☆ the biggest thing entrepreneurial accountants struggle with in deciding on their ideal clients ☆ the power of emotions that accountants can tap into in with truly helping their clients ☆ the role of niching for better marketing in accountancy practices ☆ the pain points and decisions blockers for accountants choosing the right niches or sectors to work in ☆ a great marketing method accountants might choose between two niches such as cannabis or crypto ☆ how accountants can avoid being a bottleneck in their own firm, particularly as the owner and leader ... and much more! Listeners can also check out this interview in video format: https://youtu.be/WdWrb_Nra5E (https://youtu.be/WdWrb_Nra5E) When not working, you can find Tyler and his wife Marine nestled in heart of the French Alps alongside their Chowchow, Tea. https://www.linkedin.com/in/tyler-s-clark/ (https://www.linkedin.com/in/tyler-s-clark/) https://dreamfirms.com/ (https://dreamfirms.com/) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast...
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 4. In today's interview, "Modernizing the Accounting Audit: Joelmy Jaquemart." Joelmy Jaquemart heads up International Development at Gest On Line, a leading software provider within the audit industry. She is originally from the Dominican Republic and moved to France 10 years ago to continue her studies. She speak Spanish, English & French. She has a dual degree in Law & International Business . Key takeaways from this episode include: ✦ the competition in the audit technology space currently and how much things are changing in accounting audit ✦ why the accounting audit needs to modernize and what drivers are pushing that ✦ the importance of greater technological skills and knowledge for accountants and auditors ✦ whether the pandemic is driving new audit practices or accelerating what was already happening in accounting ✦ how coachable or teachable audit professionals are as a breed given all the transformation change required ✦ what will happen to the individuals and accounting firms who are unable or unwilling to make the necessary changes to modernize ✦ the main ways in which technology is changing the accounting audit ✦ why most audits no longer require a physical 'on-site' presence with the accountant and the client ✦ Outside work, Joelmy is into travel, reading, music, cycling, learning Italian, skiing and red wine. You can contact her here. it New Zealand, learn to ski, travel as much as I can https://www.gestonline.com/ (https://www.gestonline.com/) https://www.linkedin.com/in/joelmy-jacquemart-78239994/ (https://www.linkedin.com/in/joelmy-jacquemart-78239994/) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm/ (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ (https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ) ➺ Twitter: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 3. In today's interview, "Strategic Marketing in Accounting: Casey Blake". Casey Blake is a creative strategic thinker who connects the dots and brings brands to life. With a background in accounting marketing and experience in both the for-profit and nonprofit sectors, she brings an ideal skill set for Kolibri Law Support Solutions. Prior to joining Kolibri Law Support Solutions, Casey was Director of Marketing at a Boston-based CPA firm. Before that she was a Marketing and Sales Client Strategist at a global accounting firm. Earlier in her career, she was a Marketing and Event Coordinator at a nonprofit that promotes awareness and advocacy for children's health and well-being. Key takeaways from this episode include: ☞ ☞ ☞ ☞ ☞ ☞ ☞ ☞ ☞ Casey enjoys a blend of at-home celebrations and travels (usually with a good book) with her husband and children. You can usually find her on a run around her neighborhood taking in the beautiful sights of the Mystic River. Connect to her here: https://www.linkedin.com/in/casey-blake-mosca-82a99324/ https://www.linkedin.com/company/kolibri-law-support-solutions/ https://www.kolibrilaw.com ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ https://accountinginfluencers.captivate.fm/ (Success in Accounting) - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ https://insights-in-accounting.captivate.fm/ (Insights in Accounting) - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ https://influencers-in-accounting.captivate.fm/ (Influencers in Accounting) - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ https://best-practice-in-accounting.captivate.fm/ (Best Practice in Accounting) - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ https://uk-matters-in-accounting.captivate.fm/ (UK Matters in Accounting) - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘
On behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'. Episode 2. In today's interview, "Accounting Firm Culture & Brand Tips: Joe Woodard." As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. He is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2021 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession. He regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry. In this interview with Rob Brown, Joe speaks with passionate authority about what a disruption proof firm looks like as we emerge from the covid pandemic. He explains what a true cloud accounting firm looks like, and the main disrupters that are making many firms irrelevant or commoditised. Joe dives into the term advisory, shares why CPAs and accountants miss the mark and why they haven't been good custodians of the trusted advisor label. He shows how accountants misinterpret the word 'trusted' and highlights the talent problems coming up for accounting as the boomers move up and out. Joe speaks passionately about what has stopped CPA firms competing and future proofing as well as they could have. If you want to know whether accountants should think more like entrepreneurs or the other way round, Joe has the answers. The blurred lines between bookkeepers and accountants is also explored by Joe, who gives an excellent analogy in how doctors and nurses look after their patients. He finishes with practical advice for accounting firms who want to defend the brand of the profession, the culture of their firm and the impact of disruption on their business. All these goodies and more - Joe's interview has exceptional content for those accountants and firms who want to move from good to great. ◤━━━━━━━━━━━━━━━━━━━━◥ Key takeaways from this episode include: ❃ the major facets of an accounting firm that aspires to become disruption proof ❃ why 'advisory' is such an unclear term for both accountants and their business clients ❃ the need for accountants and CPAs to be business coaches even more than advisors ❃ shout out to top culture book "The Advantage: Why Organizational Health Trumps Everything Else in Business" by Patrick Lencioni ❃ what Disney can teach accountants and CPA firms about culture by talking about vision, mission and purpose ❃ the conflict all accounting firm websites have in trying to attract new business and new staff ❃ what accounting practices should lead with when it comes to website messages and brand statements ❃ why fast food chain 'chick-filet' never have a problem recruiting and retaining staff ❃ suggestions for accounting firms who want to differentiate themselves in the marketplace ❃ what 'flipping the script' with accounting firm marketing brands means in attracting new business ❃ case study of Aprio accounting firm in Atlanta, Georgia and how they upgraded their brand across 800 staff from a 100 year old name ❃ what's wrong with the traditional CPA or accounting qualification and career model ❃ why the
The Accounting Influencers Podcast has now moved from 'one show 6 episodes a week' to 'five shows 5 days a week'. It's all to give you 26,000 listeners in the accounting, bookkeeping and fintech world a better audio experience so you get exactly what you want. This brand new Influencers in Accounting show comes out every Wednesday and features interviews with the best leaders, influencers and experts in the accounting profession and fintech industry. In this first show we preview the new direction and format, then 5mins in you'll hear some gems and short excerpts from interviews we've done with previous guests. Here they are with links to their full shows: The Role of Accounting Bodies & Exams with Sabine Charles https://bit.ly/3JwrTty (https://bit.ly/3JwrTty) Critical Race Theory & Black Accountants with Anton Lewis https://bit.ly/3iFqVA8 (https://bit.ly/3iFqVA8) DEI, Racism & Prejudice in Accounting: Anton Lewis https://bit.ly/3wV8cZ9 (https://bit.ly/3wV8cZ9) Career Advice for Accountants & CPAs with Randy Crabtree https://bit.ly/3K5rRZL (https://bit.ly/3K5rRZL) Mental Resilience for Accountants: Randy Crabtree https://bit.ly/3N24kei (https://bit.ly/3N24kei) ESG Opportunities in Accounting with Ian Thomson https://bit.ly/39TC0fF (https://bit.ly/39TC0fF) Accountants vz Software Vendors with Radical CPA Jody Padar https://bit.ly/3JzMZHW (https://bit.ly/3JzMZHW) How Accounting & Fintech Are Evolving with Jody Padar https://bit.ly/3viNtfV (https://bit.ly/3viNtfV) Leaders Special Interview: Mark Koziel - Allinial Global CEO https://bit.ly/3MAjOXj (https://bit.ly/3MAjOXj) ┌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┐ Here are the 5 shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! Follow Accounting Influencers on LinkedIn - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies from the Accounting Influencers Broadcast Network of shows and events. Just go here: https://www.linkedin.com/company/accountinginfluencers We're also here if you'd like to join, follow, subscribe, like, share and engage: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ ➺ Twitter: https://twitter.com/accinfluencers ➺ Facebook: https://www.facebook.com/accountinginfluencers ━━━━━━━━━▲━━━━━━━━━