The App Advisory Show: Recent Episodes

Mat Flanagan

Welcome to the App Advisory Show, your fortnightly dose of all things cloud accounting, apps, and app advisory. Join our host, Matt Flanagan, as he interviews leading experts, cloud-accountants and app-partners to help support accountants on their digital journey.

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In this session, Matt interviews, Tom Kelly, Strategic Lead for Accountancy & Payroll at Modulr. During this podcast they covered:

  • About Modulr
  • The role in the business.
  • History of Modulr
  • Main Key features of Modulr
  • How Modulr works with Xero & other accounting platforms
  • How Modulr works with accountants and bookkeepers & how they get in touch.
  • What’s next for Modulr
    To find out more about Modulr please click the below:
    https://www.modulrfinance.com/
    Don't forget to utilise some of our other free resources:
    • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources
    • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
    • Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials

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In this session, Matt interviews, Glen Foster, Managing Director, UK & Northern Europe at Libeo. During this podcast they covered:

  • About Libeo
  • The role in the business.
  • History of Libeo
  • Main Key features of Libeo
  • How Libeo works with Xero & other accounting platforms
  • How Libeo works with accountants and bookkeepers & how they get in touch.
  • What’s next for Libeo
    To find out more about Libeo please click the below:
    https://libeo.io/en-gb

Don't forget to utilise some of our other free resources: + Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources + The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide + Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials

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In this session, Matt interviews, Tony Stevenson a Digital Enablement Manager at FreeAgent. During this podcast they covered:

  • About FreeAgent
  • The role in the business.
  • History of FreeAgent
  • Main Key features of FreeAgent
  • How FreeAgent works with Xero & other accounting platforms
  • How FreeAgent works with accountants and bookkeepers & how they get in touch.
  • What’s next for FreeAgent
    To find out more about FreeAgent please click the below:
    https://www.freeagent.com/

Don't forget to utilise some of our other free resources: + Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources + The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide + Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials

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In this session, Matt interviews, Oliver Krishnan, Partnership Manager - SME Banking at Starling Bank who looks after their Accountancy Partners and supports their Lending Partnerships. During this podcast they covered:

  • About Starling Bank
  • The role in the business.
  • History of Starling Bank
  • Main Key features of Starling Bank
  • How Starling Bank works with Xero & other accounting platforms
  • How Starling Bank works with accountants and bookkeepers & how they get in touch.
  • What’s next for Starling Bank

To get in touch or find out more about Starling Bank please click the below:

+ Oli Krishnan - LinkedIn Profile
+ **accountancypartnerships@starlingbank.com**
+ **https://www.starlingbank.com/referral/accountant/**
  • Don't forget to utilise some of our other free resources:
    • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resourcesThe Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
    • Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials

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In this session, Matt interviews, Liz Sheldon, Head of UKI Partnerships at Pleo. During this podcast they covered:

  • About Pleo
  • The role in the business.
  • History of Pleo
  • Main Key features of Pleo
  • How Pleo works with Xero & other accounting platforms
  • How Pleo works with accountants and bookkeepers & how they get in touch.
  • What’s next for Pleo
    To find out more about Pleo visit https://www.pleo.io/en

Don't forget to utilise some of our other free resources: + The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide + Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials + Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this session, Matt interviews, Mat White, Accountant Relationships & Marketing Manager at iwoca, his team helps small businesses manage their cashflow and get paid. Growing up in a farming family he went on to read Civil Engineering at University before training as an Officer at RMA Sandhurst. On leaving the Army, he spent 5 years running a bar in France before returning to the UK to a career in Finance, working with accountants for the last 10 years.
Connect with Mat on Linkedin. During this podcast they covered:

  • About iwoca
  • The role in the business.
  • History of iwoca
  • Main Key features of iwoca
  • How iwoca works with Xero & other accounting platforms
  • How iwoca works with accountants and bookkeepers & how they get in touch.
  • What’s next for iwoca
    To find out more about iwocaPay visit https://hubs.ly/Q016tPsV0

Don't forget to utilise some of our other free resources: + The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide + Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials + Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this session, Matt interviews Paul Lodder, VP Accounting Product Strategy at Dext, they covered:

  • About Dext
  • The role in the business.
  • History of Dext
  • Main Key features of Dext
  • How Dext works with Xero & other accounting platforms
  • How Dext works with accountants and bookkeepers & how they get in touch.
  • What’s next for Dext

To find out more about Dext visit https://dext.com/

Don't forget to utilise some of our other free resources:
- The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory...
- Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appad...
- Other free resources - https://www.vcd-fa.co.uk/app-advisory...

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In this session, Matt interviews Mat Wray, Global Head of Partnerships at simPRO, they covered:

  • About simPRO
  • The role in the business.
  • History of simPRO
  • Main Key features of simPRO
  • How simPRO works with Xero & other accounting platforms
  • How simPRO works with accountants and bookkeepers & how they get in touch.
  • What’s next for simPRO

To find out more about simPRO visit https://www.simprogroup.com/

Don't forget to utilise some of our other free resources: + The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide + Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials + Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this session, Matt interviews Leigh Stallard, Head of Accounting Partnerships at Satago, they covered:

  • About Satago
  • The role in the business.
  • History of Satago
  • Main Key features of Satago
  • How Satago works with Xero & other accounting platforms
  • How Satago works with accountants and bookkeepers & how they get in touch.
  • What’s next for Satago
    To find out more about Satago visit https://www.satago.com/

Don't forget to utilise some of our other free resources: + The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide + Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials + Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this session, Matt interviews Ralph Rogge, CEO of Crezco, they covered:

  • About Crezco
  • The role in the business.
  • History of Crezco
  • Main Key features of Crezco
  • How Crezco works with Xero & other accounting platforms
  • How Crezco works with accountants and bookkeepers & how they get in touch.
  • What’s next for Crezco
    To get a call back from Crezco please click here https://share.hsforms.com/1VwwUCuzJQEWs1hhbBMoUFw547pm or to find out more about Crezco visit https://www.crezco.com

Don't forget to utilise some of our other free resources: + The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide + Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials + Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this session, Matt interviews Tom Ashman, Director of Lightyear, they covered:

  • About Lightyear
  • The role in the business.
  • History of Lightyear
  • Main Key features of Lightyear
  • How Lightyear works with Xero & other accounting platforms
  • How Lightyear works with accountants and bookkeepers & how they get in touch.
  • What’s next for Lightyear

Find out more about Lightyear  https://www.lightyear.cloud/

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this session, Matt interviews Mike Dean Co-Founder & Managing Director of Whisperclaims, they covered:

  • About WhisperClaims
  • The role in the business.
  • History of WhisperClaims
  • Main Key features of WhisperClaims
  • How WhisperClaims works with Xero & other accounting platforms
  • How WhisperClaims works with accountants and bookkeepers & how they get in touch.
  • What’s next for WhisperClaims

Find out more about WhisperClaims  https://www.whisperclaims.co.uk/

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this session, Matt interviews Manoj Varsani MBE, CEO & Co-Founder of Hammock & Marco Ferrari, Co-Founder and Chief Operating Officer at Hammock, they covered:

  • About Hammock
  • Their roles in the business.
  • History of Hammock
  • Main Key features of Hammock
  • How Hammock works with Xero & other accounting platforms
  • How Hammock works with accountants and bookkeepers & how they get in touch.
  • What’s next for Hammock

Find out more about Hammock https://www.usehammock.com/

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this session, Matt interviews Sam Horner Head of Advisor Channel at Swoop & Sam Tasker-Grindley Head of Advisor Success at Swoop they covered:

  • About Swoop
  • Their role in the business.
  • History of Swoop
  • Main Key features of Swoop
  • How Swoop works with Xero & other accounting platforms
  • How Swoop works with accountants and bookkeepers & how they get in touch.
  • What’s next for Swoop

Find out more about Swoop https://swoopfunding.com/

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this session, Matt interviews Tim Demetriou CEO of PencilPay covering:

  • About PencilPay
  • Tim's role in the business.
  • History of PencilPlay
  • Main Key features of PencilPay
  • How PencilPay works with Xero & other accounting platforms
  • How PencilPay works with accountants and bookkeepers & how they get in touch.
  • What’s next for PencilPay

Find out more about PencilPay https://www.pencilpay.com

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 2000 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this session, Matt interviews Guy Earnshaw from BlueHub covering:

  • The ecosystem route BlueHub took
  • Selecting Inventory systems,
  • Top tips for Accountants & Bookkeepers with clients who need stock & inventory assistance
  • The key apps & the inventory ecosystem.
  • The future of digital with stock, inventory & manufacturing

Find out more about BlueHub at www.bluehub.co.uk

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode, Dan & Matt discuss how the events industry has changed and will change. Dan also talks through some of the new technology he gets sight of in his role plus insight on how crypto might work in the future events industry. 

Dan & his team are hosting the Digital Accountancy Show - find more out here - https://www.digitalaccountancyshow.co.uk 

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this brilliant episode, Jon Dudgeon talks about the progression of BluSky and gives some valuable advice to those about to or currently embarking on that journey - covering building a team, choosing premises (including renovating a pub for their current office) & digital platforms. 

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode of the App Advisory Show, I'm joined by Adam Croney, Partner of Thomas Westcott to discuss his firm's journey. 

Adam Croney is a Partner at top-50 national accountancy firm Thomas Westcott. Adam joined the firm in 2018 following 8 years with PwC. Within Thomas Westcott, Adam is responsible for leading their digital services offering – with services ranging from outsourced finance functions to finance raising and forecasting – with everything in between.

Adam is also actively involved in the local community – a Trustee, Chair, and Governor – as well as a charitable fund founder, establishing the Plymouth Children in Poverty campaign in 2018 which seeks to raise awareness of, and eradicate child poverty in Plymouth.

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode of the App Advisory Show, I'm joined by Ellie Dignam, Head of Digital Advisory for BHP Chartered Accountants to discuss their firm's journey on how they adopted and optimised cloud accounting & their new digital services. 

Ellie was qualified in 2017 at BHP and worked as an audit senior, she spent the last 2 years rolling their data analytics to use within their audit department and working on digitisation and innovation projects around the firm. Ellie recently moved over to BHP’s Digital Finance Department to help manage the operations, streamline processes and introduce new technology to help service clients and provide them with the best service to help them and their business reach their potential. 

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode, Gavin Spencer of Beach Accountants tells us about his digital journey including:

  1. Change of mindset
  2. Constantly changing vision
  3. What he would do differently if he had to repeat this transition
  4. Bringing along the team into this digital world

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In this special session, I'm joined by Adrian Blair (CEO of Dext) discussing the rebrand and change of name for Dext plus the future of the company. 

Hear about the thought process behind changing the name and some of the future ideas for where Dext goes next. Also hear about Adrian's background with other tech businesses such as Ask Jeeves, Google & Spotify...

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode of the App Advisory Show, I'm joined by Richard Suswain, Partner at Tyrrell Accountants to discuss their firm's journey on how they adopted and optimised cloud accounting & their new digital services.

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode of the App Advisory Show, I'm joined by Paul Edwards, Cloud Accountant at Harold Sharp to discuss their approach to optimising Cloud Accounting & the new digital services they are bringing to the market for their clients and to attract new prospects

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode of the App Advisory Show, I'm joined by Daniel Coleman, Cloud Accounting Manager at Moore Thompson (MT Cloud) to discuss all things cloud accounting including overcoming change challenges, building a cloud accounting team and the importance of setting expectations within a firm.

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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Overview of the Ultimate Guide to App Advisory for Accountants, CPAs & Bookkeepers.

Covered in this session:

  1. Frequently Asked Questions
    1. What if my clients don't want these services?
    2. What if I'm not techie enough?
    3. What if my team isn't big enough?
    4. What if i don't offer these services?
    5. What if i charge by the hour?
    6. What if i don't build out the processes?

If you want a copy of the eBook then please head to this link to get the latest copy: https://www.vcd-fa.co.uk/app-advisory-guide 

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Overview of the Ultimate Guide to App Advisory for Accountants, CPAs & Bookkeepers.

Covered in this session:

  1. App Advisory Delivery Processes
  2. Pricing App Advisory Services
  3. How much free time should be given to clients/prospects

If you want a copy of the eBook then please head to this link to get the latest copy: https://www.vcd-fa.co.uk/app-advisory-guide 

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Overview of the Ultimate Guide to App Advisory for Accountants, CPAs & Bookkeepers.

Covered in this session:

  1. Pricing Ranges for App Advisory Services
  2. Example Payment Plans for Projects
  3. Building a Pricing Matrix
  4. App Advisory KPI's & Targets

If you want a copy of the eBook then please head to this link to get the latest copy: https://www.vcd-fa.co.uk/app-advisory-guide 

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Overview of the Ultimate Guide to App Advisory for Accountants, CPAs & Bookkeepers.

Covered in this session:

  1. App Advisory Resourcing

If you want a copy of the eBook then please head to this link to get the latest copy: https://www.vcd-fa.co.uk/app-advisory-guide 

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Overview of the Ultimate Guide to App Advisory for Accountants, CPAs & Bookkeepers.

Covered in this session:

  1. Explanation of the Services
    1. Adoption
    2. Optimisation
    3. Maintenance
  2. What services should be considered by Accountants/CPAs/Bookkeepers

If you want a copy of the eBook then please head to this link to get the latest copy: https://www.vcd-fa.co.uk/app-advisory-guide 

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Overview of the Ultimate Guide to App Advisory for Accountants, CPAs & Bookkeepers.

Covered in this session:

  1. App Stacks
  2. Digital Finance Functions

If you want a copy of the eBook then please head to this link to get the latest copy: https://www.vcd-fa.co.uk/app-advisory-guide 

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Overview of the Ultimate Guide to App Advisory for Accountants, CPAs & Bookkeepers.

Covered in this session:

  1. App Advisory Monthly Revenue Tiers
  2. Why Quality of Cloud Adoption Matters
  3. What is the Overall Opportunity for your firms

If you want a copy of the eBook then please head to this link to get the latest copy: https://www.vcd-fa.co.uk/app-advisory-guide 

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Overview of the Ultimate Guide to App Advisory for Accountants, CPAs & Bookkeepers.

Introductory Session giving an overview of the eBook & what exactly App Advisory is.

If you want a copy of the eBook then please head to this link to get the latest copy: https://www.vcd-fa.co.uk/app-advisory-guide 

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Overview of the Ultimate Guide to App Advisory for Accountants, CPAs & Bookkeepers.

Covered in this session:

  1. Why is it Important?
  2. The Revenue Opportunity

If you want a copy of the eBook then please head to this link to get the latest copy: https://www.vcd-fa.co.uk/app-advisory-guide 

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In this episode of the App Advisory Show, I'm joined by Wayne Bastian, Cloud Accounting Specialist at Old Mill to discuss all things cloud accounting and how working in the cloud has been a great move forward for their firm and from Wayne's personal experience of running small businesses.

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode of the App Advisory Show, I'm joined by Cathy Samuel, Cloud Specialist at Harold Sharp to discuss all things cloud accounting and how working in the cloud reignited her love for accounting. 

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode, recorded live as part of the App Advisory Summit at the Digital Accountancy Week, I'm joined by Jo Royle, from BHP Chartered Accountants to discuss some tips for staying on top of a growing cloud accounting app ecosystem.

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode recorded live at the App Advisory Summit as part of the Digital Accountancy Week, we're joined by Daniel Coleman from Moore Thompson and Jackie Senior from Garbutt + Elliot to discuss new service lines for accountants in the cloud accounting world. 

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In this episode recorded live as part of the App Advisory Summit at the Digital Accountancy Week, Matt is joined by Ben Steele, Aaron Sutton and Nicola Heath to discuss the past, present and future of app advisory.

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode, we're joined by Director of Cloud Accounting at Garbutt + Elliott, Jackie Senior, to share her experience of building a cloud accounting team and defining new cloud & app-related services.

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode, I'm joined by Xero's Ecosystem Partnerships Manager, Andy Muir. During this episode, we discuss how the app ecosystem has evolved over the last few years and what Andy predicts the future might look like. 

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode, I'm joined by cloud accounting firm Founder Ben Steele from Steele Financial. During the episode, we discuss Ben's transition from being an employee in a firm, frustrated with how slow things were moving forward, to launching his own successful and growing cloud firm. We look at the app-stack that he uses, and how he delivers this to his clients in the form of services.

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode, I'm joined by cloud accounting champion, Stuart Hurst. Stuart has a wealth of experience in cloud accounting, having previously headed up the UHY Hacker Young cloud accounting team, and more recently becoming the Director of the northern hub of Accounts & Legal. In this episode, we discuss how to lead a firm through digital transformation to adopt cloud accounting and the wider app ecosystem. 

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode, I'm joined by Rachael Prideaux from Figure Fairy. Earlier this year Rachael won Xero's Small Practitioner of the year award so we discuss what it was like to win, as well as how she approaches implementing and adopting technology as a small firm.

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode, I'm joined by Co-Founder of The WOW Company and Former Head of Accounting at Xero, Paul Bulpitt. Paul has a wealth of experience in the cloud accounting space and in this episode we discuss what it's like to work on both sides of the fence in accounting and for apps.

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources

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In this episode, we're joined by the Founder of award-winning accounting firm FD Works, and Co-Founder of Xavier Analytics, Jonathan Gaunt.

We discuss the importance of good data, how to perform digital health checks for your clients, and how Xavier Analytics came to be.

Don't forget to utilise some of our other free resources:

  • The Ultimate Guide to App Advisory - https://www.vcd-fa.co.uk/app-advisory-guide
  • Facebook Group with over 1,700 other accountants in it -https://www.facebook.com/groups/appadvisoryessentials
  • Other free resources - https://www.vcd-fa.co.uk/app-advisory-resources